Specialty Asset Manager III – Closely Held Assets

Found in: beBee jobs US - 1 week ago

Hartford, Connecticut, United States Bank of America Full time

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job Description:
Manages most advanced & complex portfolio within a given segment of specialty assets, i.e., the real estate, oil & gas, farm & ranch, timberland and private businesses group. Partners closely with Private Bank relationship/client managers - provides creative solutions to complex customer/asset needs.

Responsibilities:

Manages ownership interests in privately held companies that span various industries, sectors and business types. These interests are held by Bank of America/Merrill Lynch clients in a variety of fiduciary accounts, and responsibilities encompass all aspects that are associated with investments in private businesses. The Asset Manager will be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, corporate organizational documents, as well as all aspects of corporate governance.

The associate will be responsible for the oversight of client assets that can vary significantly in value and complexity. At least annually, the associate must complete an investment review for each assigned interest. Reviews will include an updated value using generally accepted valuation methods, such as the income, market or asset-based approach, as well as assigning asset performance ratings.

Other activities include review of potential new assets, obtaining external valuation work product, and governance activity at the entity level as needed. Frequent contact with portfolio managers, trust officers, tax and legal experts, wealth strategists, as well as clients and their advisors as required.

Skills:CollaborationDecision MakingIssue ManagementPrioritizationStrategic ThinkingCritical ThinkingCustomer and Client FocusOral CommunicationsProject ManagementWritten CommunicationsActive ListeningAdaptabilityAnalytical ThinkingContinuous ImprovementInnovative ThinkingRequired Qualifications:5+ years of experience in investment analysis or related field requiredDesired Qualifications:Bachelor s degree in Accounting, Finance, Economics, or related field desired. MBA a plusAccredited Senior Appraiser (ASA) designation through the American Society of Appraisers is a plus3+ years of experience in a fiduciary environment a plusShift:1st shift (United States of America)Hours Per Week: 40

  • Advanced Practice

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Archway Physician Recruitment Full time

    APP Hematology/Oncology Openings in New YorkLocated in New Hartford, NY.Full Time & Permanent Position.Competitive salary and benefits package.Medical Group is recruiting Nurse Practitioners and Physician Assistants to join our team of quality healthcare professionals. We have several opportunities available in both primary care and specialty areas....

  • Advanced Practice

    Found in: beBee jobs US - 1 week ago

    Hartford, Connecticut, United States Archway Physician Recruitment Full time

    NP/PA Internal Medicine Openings in New YorkLocated in New Hartford, NY.Full Time & Permanent Position.Competitive salary and benefits package.New grads welcomeMedical Group is recruiting Nurse Practitioners and Physician Assistants to join our team of quality healthcare professionals. We have several opportunities available in both primary care and...

  • Advanced Practice

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Archway Physician Recruitment Full time

    NP/PA Family Practice Openings in New YorkLocated in New Hartford, NY.Full Time & Permanent Position.Competitive salary and benefits package.New grads welcomeMedical Group is recruiting Nurse Practitioners and Physician Assistants to join our team of quality healthcare professionals. We have several opportunities available in both primary care and specialty...

  • Advanced Practice

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Archway Physician Recruitment Full time

    NP/PA OBGYN Opening in New YorkLocated in New Hartford, NY.Full Time & Permanent Position.Competitive salary and benefits package.New grads welcomeMedical Group is recruiting Nurse Practitioners and Physician Assistants to join our team of quality healthcare professionals. We have several opportunities available in both primary care and specialty areas....

  • Retail Loss Prevention Detective- FT

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Boscov's Department Stores Full time

    Retail Loss Prevention Detective Job DescriptionUse your experience in retail loss prevention to launch an exciting career as a Loss Prevention Detective with one of the nation's leading retailers Boscov's is a chain of full service department stores serving the total family needs of our customers. For nearly 100 years, Boscov's has been known for its great...

  • Production Supervision Specialist

    Found in: beBee jobs US - 1 week ago

    Hartford, Connecticut, United States Veolia Water Technologies & Solutions Full time

    Production Supervision Specialist - East HartfordVeolia WTS is looking for a Production Supervisor for it's East Hartford, CT service center. The Production Supervision Specialist provides direction and assistance to Ion-Exchange Regeneration work group in order to meet assigned objectives, production schedules and customer demands. For this role we seek an...

  • Data Engineer, Analytics

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Arch Capital Group Full time

    With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable PossibilitySM.Job SummaryStrategic Analytics is a growing team at Arch. The...

  • Cosmetics/ Jewelry Department Manager

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Boscov's Department Stores Full time

    Retail Sales Manager Experienced Retail Sales Department Managers—bring your experience to work for you where people love to shop Boscov's is a chain of full service department stores serving the total family needs of our customers. For nearly 100 years, Boscov's has been known for its great values and famous brands, and for offering a broad selection of...

  • NURSING (CASE MANAGER)(Title 5)

    Found in: beBee jobs US - 1 week ago

    Hartford, Connecticut, United States Department Of The Army Full time

    Summary DUTY LOCATION: G1, Niantic, CTAREA(S) OF CONSIDERATION:Area I: All On Board Federal Employees (T5), Tenure 0,1,2,3 within the CTNG with U.S. citizenship. Area II: All On Board Federal Dual-Status Military Technicians (T32), Tenure 0,1,2,3 within the CTNG with U.S. citizenship. Area III: All current and former members of the Connecticut National...

  • Field Service Engineer 2

    Found in: beBee jobs US - 4 days ago

    Hartford, Connecticut, United States Intuitive Surgical Full time

    Job DescriptionPrimary Function of PositionA Field Service Engineer 2 will install, support, troubleshoot, repair, and otherwise maintain all Intuitive products in their assigned territory ensuring all service agreements and warranty obligations are fulfilled and exceeding customer expectations. This requires expertise in electro-mechanical systems,...

  • Program Manager

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Department Of The Treasury Full time

    Summary Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information.WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at Duties WHAT IS THE LBI - Large Business and International DIVISION?A description of the business units can be found at: Vacancies will be filled in the...

  • Full Time Psychiatry

    Found in: beBee jobs US - 1 week ago

    Hartford, Connecticut, United States Enterprise Medical Recruiting Full time

    Geriatric Psychiatrist for multi specialty group close to Hartford15 bed inpatient geriatric unitSupport staff includes nurse practitioners and clinical social workersRelocation assistance, malpractice coverage and full benefitsLess than 20 miles from Hartford and just over 2 hours to New York CityFamily friendly suburban community of 60,000 people with...

  • Sr Key Account Manager/Connecticut

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States UCB Full time

    Make your mark for patientsWe are looking for a Key Account Manager (KAM) in Rare Diseases who is patient-focused, exceeds sales objectives, and has worked in a complex selling environment to join us in our Rare Syndromes ∙ Epilepsy US team, based in Connecticut with some accounts in Rhode Island and Albany, NY. About the roleYou will keep the marketing &...

  • Maternal Fetal Medicine MD/DO

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Hartford HealthCare Medical Group Full time

    Job Schedule: Full Time Standard Hours: 40 Job Shift: Shift 1 Shift Details: Maternal Fetal Medicine PhysicianHartford HealthCare, a seven-hospital integrated health system in the state of CT, seeks a BC/BE Maternal Fetal Medicine specialist to join our 10-physician group. We provide high-risk OB consultation to several hospitals in our region. Each year,...

  • Health Unit Coord/Telemetry Technician

    Found in: beBee jobs US - 4 days ago

    Hartford, Connecticut, United States tapwage Full time

    Connecticut Children's is the only health system in Connecticut that is 100% dedicated to children. Established on a legacy that spans more than 100 years, Connecticut Children's offers personalized medical care in more than 30 pediatric specialties across Connecticut and in two other states. Our transformational growth establishes us as a destination for...

  • OBGYN in New England

    Found in: beBee jobs US - 1 week ago

    Hartford, Connecticut, United States AMN Healthcare Full time

    Job Description & RequirementsOBGYN in New EnglandStartDate: ASAP Available Shifts: Providers typically work 3 days per week in the clinic and 2 to Pay Rate: $ $ Elevate your medical career in the heart of New England. Trinity Health Of New England, one of the largest Catholic health systems in the United States, seeks an OBGYN for a growing practice. The...

  • Full Time Obstetrics and Gynecology Physician

    Found in: beBee jobs US - 1 week ago

    Hartford, Connecticut, United States Merritt, Hawkins & Associates Full time

    Job Description & RequirementsObstetrics & Gynecology Physician in ConnecticutStartDate: 08/01/2020Available Shifts: 4 Day Work Week Pay Rate: $ Obstetrics/Gynecology $300,000 + sign-on bonusLive in the largest "hometown" in New EnglandA thriving mission-minded practice in a beautiful region of Connecticut is seeking a qualified OB/GYN to join its team. This...

  • Urology Opening in New Hartford, NY. Job in New Hartford Allied-IT Jobs

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Summit Recruiting Group Full time

    Urologist opportunity in New Hartford, NY - 50 miles to Syracuse, NY- Service area of 250,000 people- J1/H1b Eligible Position Details:Full time, permanent openingMedical Group is seeking a BC/BE Urologist with Endourology/Laparoscopy capabilities.The group's Urologist performs consultations in a state of the art central office and serves as a consultant for...

  • Management and Program Assistant

    Found in: beBee jobs US - 2 weeks ago

    Hartford, Connecticut, United States Department Of The Treasury Full time

    Summary #LI-POSTClick on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information.WHERE CAN I FIND OUT MORE ABOUT OTHER IRS CAREERS? Visit us on the web at Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION?A description of the business units can be found at: Vacancies will be...

  • Early Childhood Lead Teacher

    Found in: beBee jobs US - 1 week ago

    West Hartford, Connecticut, United States Renbrook School Full time

    Renbrook School (West Hartford, CT), an independent day school for children age 3 to Grade 8, is seeking an experienced teacher to fill a full-time Preschool or Junior Kindergarten Lead Teaching position in our Beginning School. Responsibilities:Nurture the social, emotional, physical, and cognitive development of our youngest students. Design and implement...