Senior Associate - Credit Portfolio Management
Company Name
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Rockville Building, Rockville, MD, United States
Basic
Posted about 23 hours ago
Job Family: Wholesale Banking Job Sub-Family: Wealth Management Operations Career Specialization: Credit Portfolio Management Career Stream: Professional Career Level: P3Job ProfileSub-Family DefinitionWealth Management Operations is responsible for the processes associated with wealth management operations, including the administration of client accounts and the execution of investment strategies to support the organizations growth and profitability. Activities may include:
Managing client onboarding, processing transactions, ensuring compliance with regulatory requirements, and maintaining accurate records of client investments. Portfolio management, retirement account administer