- JPMorgan Chase (Boston, MA)
- …day-to-day operational needs. You comfortable working with various teams (quant, portfolio analytics, investment management, product operations , technology, ... Quant L1 support to execute requests & investigate questions/issues originating from trade operations and/or investment teams + Provide deep analysis of trade… more
- BlackRock (Atlanta, GA)
- …facing engagement, as necessary, as well as internal BlackRock teams (sales, portfolio management, investment operations , and corporate functions) across ... business onto our platform, **Wealth-** differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, **Client Experience … more
- The Hartford (Columbus, OH)
- …strategy and execution by applying Lean systems thinking approach to strategy and investment funding, Agile portfolio operations , and governance. The IT ... measurement, ratios, projections around work force + Partner closely with the Portfolio Lead to ensure the investment prioritization process is transparent… more
- The Hartford (Charlotte, NC)
- …and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations , and governance. Supports the ... Sr. Portfolio Analyst - BA07EE We're determined to make...and data management. + Financial Accountabilities Assist with Financial Operations includes assisting with department financials, including outlook locks,… more
- Edward Jones (St. Louis, MO)
- …our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch ... clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate… more
- JPMorgan Chase (New York, NY)
- … Office ("OCIO team")** The OCIO team is a specialist group of portfolio managers providing highly customized investment advice and solutions for Family ... of more than $3.7 trillion, over 260,000 employees, and operations in over 60 countries. It operates across four...supervision. They bring deep expertise to institutional clients around investment governance, investment policy, portfolio … more
- Raymond James Financial, Inc. (New York, NY)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... as assigned. **Qualifications** **Qualifications** : * Software necessary for portfolio analysis. * Investment concepts, practices and procedures… more
- PNC (Philadelphia, PA)
- …diligence research, monitoring and analytical activities for a variety of complex investment portfolio disciplines. Serves as subject matter resource for ... and have an opportunity to contribute to the company's success. As an Investment Manager/ Portfolio Research Specialist - Operational Due Diligence within PNC's… more
- University of Washington (Seattle, WA)
- …will be responsible for multiple aspects of operational duties for the University's investment portfolio , which includes over 100 external investment ... team works closely with the diligence function of the Portfolio Management team before and after each investment...reports. **Special Projects and Other Duties (15%)** * Manage investment operations projects. * Participate in operational… more
- Cleveland Clinic (Beachwood, OH)
- Investment Operations Analyst I Join the...in one or more of the following areas: a) portfolio risk management and investment performance reporting, ... investment analytics and data governance and c) investment operations and operational due diligence. **A...caregiver who excels in this role will: + Generate portfolio risk metrics and performance reports using a variety… more
- Lumen (Columbus, OH)
- …the oversight of its own Board of Directors. CIM is looking for an Investment Operations Analyst with strong analytical, communication, and technology skills to ... investment managers. Reporting to the Director of Investment Operations , the Analyst will be part...with asset managers to facilitate operational requirements and provide portfolio management and performance updates. + Collaborate with the… more
- Vanguard (Malvern, PA)
- …will serve as the primary risk partner for the leadership of Vanguard's critical investment operations that work with portfolio management functions to ... frameworks to support effective risk guidance and oversight of Vanguard's investment and fund operations globally. In this role you will lead risk activities,… more
- CNO Financial Group (Carmel, IN)
- …** Investment Operations Analyst** to work with 40|86 traders and portfolio managers along with investment brokers, custodian banks and trustees to ensure ... related to security positions and/or security analytic data. **As an Investment Operations Analyst,** **your responsibilities will include:** + Monitoring… more
- Randstad US (St. Paul, MN)
- …focus of the Jr. Investment Operations Analyst is to provide investment and financial portfolio servicing support to enhance the client's experience. For ... jr. investment operations analyst. + st paul...jr. investment operations analyst. + st paul , minnesota +...perm + bachelor degree + category business and financial operations occupations + referenceAB_4667167 job details Do you desire… more
- Robert Half Finance & Accounting (Chicago, IL)
- …fills this role is expected to be promoted quickly. Job Purpose The Investment Operations Associate will be responsible for organizing and processing manager ... technically sound with knowledge of financial markets and some knowledge of investment management operations . * Support Financial Reporting managers as needed… more
- Thrivent Financial (Minneapolis, MN)
- …them live the life they want today-and tomorrow. Job Summary The Senior Investment Operations Analyst performs 'middle office' functions (trade and corporate ... training and experience required. + Minimum 5 years experience with institutional investment operations required. + CFA, CPA or master's degree preferred.… more
- Thrivent Financial (Minneapolis, MN)
- …help them live the life they want today-and tomorrow. Job Summary The Investment Operations Analyst performs 'middle office' functions (trade and corporate ... claims, derivatives support, securities lending support, etc.) that support the Investment process for Thrivent. They provide the analytical support to execute… more
- Insight Global (Minneapolis, MN)
- Job Description Insight Global is seeking an Investment Operations Analyst to support the transformation of our working environment with new investment and ... operational tools, including the implementation of an Investment Book of Record (IBOR). This role involves updating core processes to support our investment … more
- FM (Waltham, MA)
- …market outlook to the broader portfolio . The role will closely work with investment operations , legal, tax and other support functions to ensure a seamless ... This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public...Private Markets PM's, the Asset Allocation, Strategy group, and Investment Operations . This key role will also… more
- FM (Waltham, MA)
- …market outlook to the broader portfolio . The role will closely work with investment operations , legal, tax and other support functions to ensure a seamless ... This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public...Private Markets PM's, the Asset Allocation, Strategy group, and Investment Operations . This key role will also… more