Responsible for analysis, monitoring, and oversight of the company’s investment portfolio, ensuring alignment with strategic objectives, risk parameters, and product requirements.
Responsibilities
Analyze investment portfolio performance, including returns, risk metrics, asset allocation, and positioning relative to benchmarks and product objectives.
Monitor portfolio composition and investment strategies to ensure alignment with risk profiles, benchmark adherence, product design, and regulatory requirements.
Identify trends, risks, and opportunities, providing insights and recommendations to senior management.
Act as the primary point of contact with external investment partners, including the external asset management advisor.
Review and challenge investment strategies, performance results, and portfolio positioning.
Requirements
Bachelor’s degree in Finance, Economics, Investments, or a related field; CFA or progress toward CFA strongly preferred.
Provide senior-level scientific and programmatic support for NIH research and training activities, including analysis, coordination, reporting, and stakeholder engagement.
Compensation
$160,000—$175,000 USD
Responsibilities
Analyze scientific and program information
Coordinate program activities
Develop reports, briefings, presentations
Support NIH scientific programs and research training
Manage project tracking and deliverables
Requirements
Master's degree or higher in a biomedical, biological, health, or related scientific field; Ph.D. or equivalent doctoral degree preferred
Responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and emerging solution opportunities with strategic clients.
Responsibilities
Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms
Partner with Relationship Bankers, GPS Product Specialists and others to develop and deliver customized treasury solutions
Act as digital ambassador driving mobile, digital and real time payments adoption
Lead strategic dialogues around key client centric issues
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations
Requirements
B.S. or B.A. in finance, accounting, management, or another undergraduate degree
Certified Treasury Professional Certification (CTP) or equivalent
Responsible for leading product experts supporting Global Transaction Services in client engagements, managing treasury revenue streams and product penetration across Middle Market firms.
Responsibilities
Lead product experts supporting Global Transaction Services in client engagements
Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Middle Market firms
Partner with Relationship Bankers, GPS Product Specialists and others across the enterprise to develop and deliver customized treasury solutions
Act as digital ambassador driving mobile, digital and real time payments adoption
Manage and lead strategic dialogues around key client centric issues
Requirements
Bachelor’s Degree or Equivalent Work Experience
Nice to have: Certified Treasury Professional Certification (CTP) or equivalent
Nice to have: MBA or Equivalent
Nice to have: International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience
Responsible for working with high‑net‑worth clients, developing relationships, reviewing investment goals, and preparing investment recommendations.
Locations (3)
Bloomington, Minnesota, United States
Minneapolis, Minnesota, United States
Wayzata, Minnesota, United States
Compensation
$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
Handles inbound inquiries from leads regarding Merrill offering
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
The Product Sales Sr Supervisor provides leadership and supervisory responsibility for medium-sized operational/administrative team(s)) of clerical/support employees, focusing on payroll solutions for corporate clients and financial products.
Responsibilities
Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
Joint sales drills with relationship managers to facilitate customers buy the right iproduct.
Help operationalize artificial intelligence and emerging technologies across investment processes, workflows, and research activities.
Identify practical opportunities to use AI to improve investment research, analysis, information synthesis, reporting, and decision-support processes.
Partner with Investment Office colleagues to understand existing workflows and determine where new tools can create efficiencies or enhance analytical capabilities.
Optimize investment strategy research, including market, portfolio, asset class, manager, and broader institutional investment analysis.
Evaluate AI-enabled tools and technologies for potential application within the Investment Office, balancing innovation with accuracy, usability, and appropriate controls.
Responsible for the delivery of integrated credit solutions to clients, underwriting and negotiating new transactions, and providing product expertise to deliver effective client solutions.
Compensation
$73,000.00 - $149,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
Evaluate new end-user credit opportunities including identification and assessment of risks and identifies mitigating factors
Partner with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
Underwrite new transactions, analyze credit risk, negotiate and close transactions, while adhering to internal policy, procedures and regulatory requirements
Structure the terms of a lease/loan with respect to the various aspects that make up a lease/loan (e.g. pricing, rates, payment, term, collateral)
Requirements
Bachelor’s degree in Finance/Accounting or equivalent experience
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
Documents all client interactions and opportunities within Salesforce accurately
Scientific Program ManagerNewAxle · Bethesda, US