- BMO Financial Group (Palo Alto, CA)
- …spreadsheets, database and presentation software** **(MSWord, Excel, PowerPoint)** Conducts investment research to support portfolio and business objectives, ... Research Analyst is directly involved in the investment selection, due** **diligence and ongoing monitoring of 3**...models, and portfolio construction and risk modeling. + May research and select managers for their investment … more
- Moss Adams LLP (Portland, OR)
- **Senior Investment Research Analyst** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... you'll have fun while solving complex and interesting business challenges. The Senior Investment Research Analyst, as a member of the Investment Research … more
- Wellington (Boston, MA)
- …$1 trillion in assets across the capital structure. Wellington Management's Global Investment Research (GIR) group delivers deep, differentiated research ... income as well as hedge funds and private equity funds. The Investment Research Leadership Team (IRLT) is responsible for ensuring Wellington has a world-class… more
- Regions Bank (Birmingham, AL)
- …section of the system. **Job Description:** At Regions, the Asset Management Investment Research Analyst assists in the selection, evaluation, and on-going ... or a related field + Three (3) years of experience in investment research or closely related field **Preferences:** + Master's degree in Business Administration… more
- Vanguard (Malvern, PA)
- Head of Investment Data Research Our mission starts with you! Vanguard is on e of the world's largest and most respected investment management companies, ... of data to inform and optimize investment decisions. The Head of Investment Data Research will lead the data research function within the Investment … more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's ... remotely, at the manager's discretion. This position will focus on investment manager operational research and product management as well as working closely with… more
- Wellington (Boston, MA)
- …highly collaborative team. They will be a specialist focused on conducting investment research , providing detailed analysis of companies, recommending alpha ... a candidate to join Wellington's Early Career Investor Program as a Research Associate on our Investment Grade Credit Research team in Boston. The team… more
- Vanguard (Malvern, PA)
- …analytics and innovation. In this role, you will create a dynamic research studio environment that empowers investment teams to independently develop, ... environment is user-friendly and supports the diverse needs of investment teams. + Equip the research studio...needs of investment teams. + Equip the research studio with capabilities for data exploration, real-time analytics,… more
- The Hartford (Hartford, CT)
- …CT. The successful candidate will join a dynamic team of Credit Research Analysts responsible for analyzing and making investment recommendations. Specific ... is to further deepen our research resources and deliver research and investment recommendations, leading to superior investment performance. This role… more
- Raymond James Financial, Inc. (San Diego, CA)
- …Under direct supervision, uses combination of quantitative modelling and qualitative research , assist with the management of non-US and Global equity strategies. ... candidate will have opportunity for exposure to each facet of the investment process: stock selection, portfolio construction, and trading. They will also be… more
- Enterprise Bank & Trust (Clayton, MO)
- …experience in the investment and economic fields, with an emphasis in investment research **Computer and Software Skills:** + Advanced skills in operation of ... and organizational skills are essential. + Comprehensive understanding of asset allocation, investment trading, security research , investment selection, risk… more
- Highmark Health (Columbus, OH)
- …Organization and its subsidiary companies. The incumbent will evaluate trade ideas, conduct investment research on investment credit sectors and make ... Perform duties that support the liquidity management of the investment portfolios. + * Research and utilize...management of the investment portfolios. + * Research and utilize technology improvements for trading execution, risk… more
- Vanguard (Malvern, PA)
- …skills. + Excellent relationship management and leadership skills. + Experience with investment research , portfolio management, trading, or investment ... the summer of 2025 Vanguard's MBA Internship Program - Investment Management Track is an opportunity to use your...Investment Specialist + Fixed Income Group - Senior Research Associate + Fixed Income Group - Fixed Income… more
- Love's Travel Stops & Country Stores (Oklahoma City, OK)
- …an investment related field (private equity, endowment, foundation, family office, investment research and/or investment banking) OR a summer internship ... **Req ID:** 446246 **Summary:** Cortes Capital is the Oklahoma City-based private investment office for the Love family. Our vision is to deliver exceptional… more
- Nuveen Investments (New York, NY)
- …Class Expertise, Capital Markets, Financial Markets, Financial Risk Management, Investment Research /Analysis, Technology Systems, Trading Best Execution, Trading ... product 'SAFI', trading a variety of instruments. GQ is part of Gresham Investment Management (greshamllc.com), a multi-billion dollar asset manager with a long and… more
- CIBC (Boston, MA)
- …an idea in writing. **What You'll Be Doing** + Learning the basics of investment manager research ; + Performing quantitative and qualitative analysis on current ... + ESG analysis, including targets, progress on targets and intentionality; + Investment strategy research , including identification of competitive advantages and… more
- Raymond James Financial, Inc. (New York, NY)
- …by Financial Advisors. * Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on ... professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment -related research… more
- Bank of America (New York, NY)
- …will be diverse, ranging from equities to fixed income. The Analyst will conduct investment manager research to identify new ideas for the platform, as well ... the investment industry, preferably in an analytical role related to investment manager due diligence, equity research , quantitative research , portfolio… more
- Citigroup (New York, NY)
- …of investment professionals. The candidate will further strengthen the investment management, research , and portfolio construction capabilities of CIM's ... Citi Investment Management (CIM) is a group within Citi...communication and implementation + Coordinate with the CIM credit research team and traders + Communicate with internal partners… more
- BlackRock (New York, NY)
- …structuring, financial modeling, valuation, negotiation, execution and monitoring according to investment guidelines + Research industries, companies and create ... the risk/return spectrum, leveraging our global scale to deliver investment solutions that meet our clients' needs. Deep and...should have a background in credit investing with the research and modeling skills to underwrite and monitor existing… more