5 asset management jobs found

PURPOSE/OBJECTIVE:  The Wealth Management Operations Specialist supports daily operational functions across the Wealth Management platform, ensuring timely, accurate, and compliant processing of client account and transactional activities. The role supports onboarding, asset movement, cash management, billing, reconciliations, securities processing, vendor platforms, and operational risk controls while partnering with Client Service, Compliance, Finance, custodians, and external vendors. Consistent performance with accurate execution, a keen  sense of urgency and deadlines, and end to end vision of data, client, and Bank impact is expected. MAJOR RESPONSIBILITIES:   Administrative: Account Opening & Maintenance: End-to-end processing of new and existing accounts, documentation validation, OFAC screening, custodian setup, fee configuration, and data integrity management. Asset Movement & Transfers: Processing of internal, external, and complex transfers, stock...

Senior Client Portfolio Manager - Investments (Boston - Hybrid) Summary: Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities and liquid alternatives also used as appropriate. Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and macro research. Responsibilities: Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement strategy, and review performance. Manages full client load with high client satisfaction and retention over multiple years. In accordance with the CT Asset Allocation Committee guidance, helps set customized asset allocation across equities, fixed income, and other asset classes according to policy targets and risk/return objectives for an...

Hiring Range: $26.53 - $42.64   The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Commercial Banking Administrator III works very independently handling accounts of large size and complexity and/or high volume of accounts.  Supports a lending team while being responsible for the review and completion of due diligence associated with the commercial loan documentation/closing process, including the satisfaction of approval conditions prior to the preparation of commercial loan documentation and controlling the disbursement of new loan proceeds by reviewing attorney prepared documents to ensure adherence to loan approval requirements. Additional responsibilities include monitoring and enforcing post-closing...

Hiring Range: $26.53 - $42.64   The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Commercial Banking Administrator III - CRE works very independently handling accounts of large size and complexity and/or high volume of accounts.  Supports a CRE lending team while being responsible for the review and completion of due diligence associated with the commercial loan documentation/closing process, including the satisfaction of approval conditions prior to the preparation of commercial loan documentation and controlling the disbursement of new loan proceeds by reviewing attorney prepared documents to ensure adherence to loan approval requirements. Additional responsibilities include monitoring and enforcing...

Hiring Range: $26.53 - $42.64   The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Commercial Banking Administrator III works very independently handling accounts of large size and complexity and/or high volume of accounts.  Supports a lending team while being responsible for the review and completion of due diligence associated with the commercial loan documentation/closing process, including the satisfaction of approval conditions prior to the preparation of commercial loan documentation and controlling the disbursement of new loan proceeds by reviewing attorney prepared documents to ensure adherence to loan approval requirements. Additional responsibilities include monitoring and enforcing post-closing...