- City and County of San Francisco (San Francisco, CA)
- …seeks an experienced investment professional for the position of Investment Officer ("IO") for its Asset Allocation , Risk Management, and Innovative ... Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment ... management experience at a position equivalent to an Investment Officer or higher with an … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts with ... Fiduciary laws and principles sufficient to administer personal trusts * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- City of New York (New York, NY)
- …and BAM Risk Management team to set an optimal allocation to emerging investment managers across asset classes Be the public face of the Systems' ETI ... for continuous improvement, the goal of the Bureau of Asset Management is to achieve exceptional investment ...City of New York. Reporting directly to the Chief Investment Officer , the Deputy Chief Investment… more
- City National Bank (Los Angeles, CA)
- …communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation /concentrations, and recommends ... ** INVESTMENT OFFICER SENIOR** **WHAT IS THE...client investment portfolios and rebalance alignment of asset allocation with client's investment … more
- PNC (Fort Wayne, IN)
- …strongly preferred. In this position, you will deliver OCIO (Outsourced Chief Investment Officer ) solutions to non-profit organizations, defined benefit pension ... have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …review of assets, and works with financial advisor in determining the proper asset allocation / investment objective, security type, and selection of ... obtained through experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust… more
- PNC (Baltimore, MD)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... to the company's success. As a Senior Business Development Officer within the PNC Institutional Asset Management...Business Development Officer within the PNC Institutional Asset Management organization, you will be based in Baltimore,… more
- FM (Waltham, MA)
- …This role will work closely with other Public and Private Markets PM's, the Asset Allocation , Strategy group, and Investment Operations. This key role ... Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO), and other senior Investments leaders and staff, across… more
- FM (Waltham, MA)
- …This role will work closely with other Public and Private Markets PM's, the Asset Allocation , Strategy group, and Investment Operations. This key role ... Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO), and other senior Investments leaders and staff, across… more
- Comerica (Bloomfield Hills, MI)
- …and external business conduct. * Maintain a current understanding of Comerica's Investment Policy Committee's outlook, asset allocation guidelines. * ... accordance with each client's investment policy statement, consistent with Comerica's asset allocation and investment policy guidelines. * Maintain… more
- Enterprise Bank & Trust (Clayton, MO)
- …Banker, Trust Officer and Administrator. Such issues will typically include investment risk tolerance assessment, asset allocation analysis, ... time management and organizational skills are essential. + Comprehensive understanding of asset allocation , investment trading, security research, … more
- Moss Adams LLP (Portland, OR)
- …performance. The Investment Research Analyst will provide support to the Chief Investment Officer and Portfolio Managers in furthering the development of our ... and contributing to the firm's overarching manager research and asset allocation activities. This multi-faceted role will...setting up portfolios and strategies + Prepares and delivers investment manager research of each asset class… more
- PNC (Pittsburgh, PA)
- …opportunity to work directly with traders, portfolio managers and the Enterprise Chief Investment Officer . The ideal candidate will have a well-rounded skill set ... certifications/licensures needed to be successful in this position. **Preferred Skills** Asset Allocation , Auditing Operations, Business Case Analyses, Credit… more
- Neuberger Berman (New York, NY)
- …Compliance (including but not limited to deviation from asset allocation /risk profiles, suitability of portfolio holdings, alternative investment exposure, ... including natural person and entity new accounts, with strategies spanning across asset classes (equity, fixed income, private equity/credit and hedge funds) with… more
- RES (Denver, CO)
- …your contributions and the perspectives you bring. Summary: The Chief Commercial Officer (CCO) will be responsible for building and managing the project development ... finalizing critical deal documents to include land and entitlement agreements, asset sale or purchase agreements, joint development agreements and other strategic… more
- Bank of America (San Francisco, CA)
- Credit Risk Officer - Corporate/Commercial San Francisco, California;New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to ... (primarily FX and Interest Rate Swaps), Treasury Management and Syndications ( investment grade and leveraged finance). Responsibilities also include qualitative and… more
- Carlile Transportation (Anchorage, AK)
- …+ Ensure that systems, policies, and measures are in place to maximize capital investment and human asset value within Carlile. + Collaborate and consult with ... the expectation to spend time in both locations.** The Chief Financial Officer (CFO) is accountable for the administrative, financial, and information technology… more
- PNC (Austin, TX)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Customer Needs ... contribute to the company's success. As a Business Development Officer IV within PNC's Business Credit organization, you will...(Inactive), Equity Valuations, Investment Banking, Sales **Competencies** Competitive Environment, Credit Analysis and… more
- M&T Bank (Boston, MA)
- …client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
- University of Iowa Community Credit Union (Clive, IA)
- …position, resources, assets available to invest, financial goals, asset allocation , and identify risk tolerances, and investment objectives. + Builds ... Position Summary Coordinates activities relative to creating and administering investment management accounts, trusts, conservatorships, estates, financial plans, and… more