- Fidelity TalentSource LLC (Boston, MA)
- …30 years Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of ... Strategic Advisers team of investment professionals constructs and manages asset allocation portfolios for more than 2...accounts. Strategic Advisers is looking for a Sr. Quantitative Portfolio Analyst to join our Quantitative Model… more
- Fidelity TalentSource LLC (Boston, MA)
- …31, 2023, Fidelity s Strategic Advisers, LLC (SAI) is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The ... s Wealth Management Advisory Services. We construct and manage asset allocation portfolios for more than 2.5... portfolios for more than 2.5 million clients.The PositionPortfolio Analyst , Private EquityPrivate Equity Portfolio Analyst… more
- Fidelity TalentSource LLC (Boston, MA)
- …investment modelsExperience in the use of financial tools like Bloomberg, FactSet, or other portfolio analysis and asset allocation tools would be beneficial ... Qualifications5-7 years of experience in quantitative investment research (eg portfolio optimization, multi-factor, and asset allocation ) and portfolio … more
- Fidelity TalentSource LLC (Boston, MA)
- … portfolio construction recommendations. Specific responsibilities include:Partner with SAI s Asset Allocation and Equity portfolio managers to manage ... assist in portfolio constructionDevelop stress tests and scenarios that estimate portfolio sensitivities to extreme eventsModel risk of asset classes outside… more
- Fidelity TalentSource LLC (Boston, MA)
- …30 years Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of ... vehicles, the Strategic Advisers team of investment professionals constructs and manages asset allocation portfolios for more than 2 million customer accounts.… more
- Principal Financial Group (Seattle, WA)
- …Do** We're looking for a Portfolio Analyst to join our Principal Asset Allocation 's ("PAA") Portfolio Management team. In this role, you'll provide ... climate change, etc. This is aided by engaging and contributing to asset allocation , manager research and portfolio construction meetings and discussions.… more
- City and County of San Francisco (San Francisco, CA)
- …Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... for the position of Investment Officer ("IO") for its Asset Allocation , Risk Management, and Innovative Solutions...performance analysis, stress testing, derivative exposure management for each asset class and for the portfolio as… more
- Citigroup (New York, NY)
- …Services, and working in a rewarding, creative, and dynamic environment. The Services Capital Allocation and Management Lead Analyst - VP will play a critical ... in conjunction with Banking and Markets partners, including Trade's successful Asset Optimization Program + Execute and maintain client-level capital-investment for… more
- Neuberger Berman (Chicago, IL)
- …risks. Work on model portfolio construction to determine long-term strategic asset allocation and design new strategies and multi- asset products, ... EMPLOYER: Neuberger Berman Group LLC TITLE: Portfolio Analyst LOCATION: Chicago, IL (Option...portfolio return attributions and analyzing risks; Determining long-term asset allocation and designing new strategies and… more
- Principal Financial Group (Seattle, WA)
- **What You'll Do** We're looking for a Quantitative Research Analyst to join our Asset Allocation team. In this role, you'll develop quantitative investment ... efficient implementation and deliver live attractive performance track record. Principal Asset Allocation manages multi- asset , multi-manager portfolios as… more
- JPMorgan Chase (New York, NY)
- …accounts. + **Multi- Asset Solutions:** We utilize capital markets investing, strategic asset allocation , portfolio construction and risk management to ... and mentorship from senior leaders to projects that engage your skills. As a Summer Analyst in the Asset Wealth Management (AWM) Product team, you will join one… more
- Edward Jones (St. Louis, MO)
- …knowledge and analytical skills for investment decision-making by assisting in the asset allocation implementation, portfolio construction, monitoring, and ... 15% of the firm's total assets under care. The Portfolio Solutions Team is seeking an Associate Analyst...Work in partnership with Investment Manager Research, Investment Risk, Asset Allocation and other internal stakeholders and… more
- JPMorgan Chase (New York, NY)
- …accounts. + **Multi- Asset Solutions:** We utilize capital markets investing, strategic asset allocation , portfolio construction and risk management to ... teams: + **Beta Strategies** : We build specialized index products and portfolio capabilities across asset classes, including our electronic-traded funds… more
- JPMorgan Chase (New York, NY)
- …meetings * Monitor and address portfolio risk, including concentrated positions, asset allocation , and cash levels * Assist with tactical trade ... JP Morgan Asset & Wealth Management delivers industry-leading investment management...to better define, focus and realize their goals. Discretionary Portfolio Solutions ("DPS") Analysts are client-facing resources who work… more
- Bank of America (New York, NY)
- ISG Portfolio Analyst New York, New York...to engage with based on relative performance, risk and asset allocation metrics. Broadly promote and drive ... power to make a difference. Join us! **Job Description:** Prepare and deliver portfolio analyses to Portfolio Strategists and Advisors, and assist in identifying… more
- Janus Henderson Investors (CA)
- …fixed income portfolios to maintain key risk metrics, key rate duration exposure and asset allocation within portfolio guidelines and manager targets + ... are aligned with objectives + Use technology and applications to facilitate allocation and portfolio construction + Raise trade on the IM teams behalf when… more
- Stanford University (Stanford, CA)
- …global market environments. + Run portfolio level analysis in support of asset allocation , portfolio construction and future investment commitments. + ... Fall 2025 Investment Analyst **Stanford Management Company, Stanford, California, United States**...amount of risk. This very long-term view underpins our asset allocation and manager selection across public… more
- Johns Hopkins University (Baltimore, MD)
- …of Investments and other senior investment team members in managing overall portfolio allocation and risk, with responsibilities around manager allocations ... institutions, is seeking candidates for the position of Investment Analyst within its Investment Office, reporting directly to the...endowment, shaping his or her knowledge in all major asset classes. Johns Hopkins University was founded in 1876… more
- PNC (Philadelphia, PA)
- …opportunity to contribute to the company's success. As a Senior Fixed Income Credit Analyst within PNC's Asset Management organization, you will be based in ... of some municipal obligors as part of a multi-sector portfolio composition. The Senior Analyst role will...impact on the management and performance of the PNC Asset Management Fixed Income portfolios. The investment process is… more
- Morgan Stanley (Knoxville, TN)
- …growth of a Wealth Management team by developing customized Financial Plans / Asset Allocation proposals, designing tailored reporting for new and existing ... Development* * Synthesizes client/prospect data to develop customized financial plans/ asset allocation proposals utilizing the Firm's proprietary software… more
