- City and County of San Francisco (San Francisco, CA)
- …tactical asset allocation decisions including policy leverage and asset /liability research ; * Assist in determining appropriate contingency plans and ... Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors… more
- Moss Adams LLP (Portland, OR)
- …out portfolio management capabilities and contributing to the firm's overarching manager research and asset allocation activities. This multi-faceted role ... **Senior Investment Research Analyst ** **Description** At Moss Adams,...allocation and portfolio construction + Experience with manager research /due diligence covering one or more asset … more
- BMO Financial Group (Palo Alto, CA)
- **ROLE MANDATE** **The Senior Research Analyst is directly involved in the investment selection, due** **diligence and ongoing monitoring of 3** **rd** **party ... research , etc.). + Develops, tests, and implements selection factors and models, asset allocation factors and models, and portfolio construction and risk… more
- Neuberger Berman (New York, NY)
- …across global markets, cross-assets (equities, fixed income and private markets) and asset allocation processes. Build multi- asset model portfolios, ... mean-variance optimization and risk-based approach and simulations/back-testing. Construct strategic asset allocation portfolios, building risk models, and… more
- Johns Hopkins University (Baltimore, MD)
- **OVERVIEW** The Johns Hopkins University, one of the world's premier teaching, research and patient care 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
- Robert Half Finance & Accounting (Hockessin, DE)
- …strategic initiatives . Budgeting & Forecasting . Variance Analysis . Generate periodic asset allocation reports . Maintain knowledge of regulations and policies ... financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data....are not limited to: . 1-2 years experience in asset allocation or investment management . MUST… 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 ... Analyst role will report to the Director of Research and will have a direct impact on the...impact on the management and performance of the PNC Asset Management Fixed Income portfolios. The investment process is… more
- Bank of America (New York, NY)
- …related to investment manager due diligence, equity research , quantitative research , portfolio management/construction, or asset allocation . + ... The coverage universe will be diverse, ranging from equities to fixed income. The Analyst will conduct investment manager research to identify new ideas for the… more
- Morgan Stanley (Potomac, MD)
- …overall business development of clients by developing customized Financial Plans / Asset Allocation proposals, designing tailored reporting for new and existing ... *POSITION SUMMARY* The Institutional Consulting Analyst is an integral member of the Graystone...* Synthesizes institutional client/prospect data to develop customized financial plans/ asset allocation proposals utilizing the Firm's proprietary… more
- Edward Jones (St. Louis, MO)
- …monitoring, and manager selection process. + Work in partnership with Investment Manager Research , Investment Risk, Asset Allocation and other internal ... care. The Portfolio Solutions Team is seeking an Associate Analyst I/II to join our growing team of 17...and/or programming languages (Python, R, SQL). + Experience with multi- asset portfolios, manager selection and/or fund management is a… more
- University of Michigan (Ann Arbor, MI)
- …+ Generous time off **Responsibilities + Prepare investment reports on performance, asset allocation , and risk characteristics of portfolios + Conduct investment ... Investment Analyst Intermediate Apply Now **How to Apply** A...success of one of the world's great teaching and research institutions. **Why Work at Michigan?** In addition to… more
- Stanford University (Stanford, CA)
- …and dashboards, and ad-hoc analyses as needed. + Produce cash forecast for daily asset allocation reporting, explaining key fluctuations and changes for use by ... Analyst , Trade & Cash Operations **Stanford Management Company,...securities, allowing Stanford to benefit from specialized knowledge in asset classes that reward superior active management. SMC is… more
- Wellington (Needham, AL)
- …continuous support and solutions to the firm's globally located investors across Asset Allocation , Commodities, Equity, Fixed Income, Macro Analysis and Risk ... 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought...OVERVIEW We are currently seeking a strong **Senior** **Systems Analyst ** to play a key role, deliver solutions to… more
- Robert Half Finance & Accounting (Mclean, VA)
- …strategic initiatives . Budgeting & Forecasting . Variance Analysis . Generate periodic asset allocation reports . Maintain knowledge of regulations and policies ... financial analysis of companies, industries, and markets, the Investment Banking Analyst will also, perform extensive research , financial modeling, complete… more
- CareFirst (Baltimore, MD)
- …analysis of the organization's financial activity, cash flow management, credit, income, asset levels, and liability obligations. The analyst will be responsible ... for managing banking vendor relationships and services. Analyst will coordinate with all internal finance, accounting, and accounts departments to ensure correct… more
- Bank of America (Boston, MA)
- …robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes), ... Senior Private Market Due Diligence Analyst Boston, Massachusetts;New York, New York **Job Description:**...and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence teamincludes investment manager… more
- Morgan Stanley (Menlo Park, CA)
- …initiative * Synthesizes client/prospect data to develop customized financial plans/ asset allocation proposals utilizing the Firm's proprietary software ... *POSITION SUMMARY:* The Wealth Management Analyst 's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized… more
- Morgan Stanley (Menlo Park, CA)
- …initiative * Synthesizes client/prospect data to develop customized financial plans/ asset allocation proposals utilizing the Firm's proprietary software ... *POSITION SUMMARY:* The Wealth Management Analyst /Associate is often the first point of contact...Advisory accounts * Assists clients with market and stock research * Develops Statement of Investment Policy Statements for… more
- Edward Jones (St. Louis, MO)
- …manager oversight and selection process. + Work in partnership with Investment Manager Research , Investment Risk, Asset Allocation and other internal ... and impact on all PST's areas of investment responsibility, including the Research Model portfolios for Advisory Solutions and Guided Solutions. Edward Jones'… more
- US Foods (Tempe, AZ)
- …drive accountability and improve device stewardship. **Flexible Work Policy: The Hardware Analyst position has been segmented as Virtual but will spend some time ... and execute purchase orders from vendor quote to receipt and location allocation aligned with financial budgets. + Catalog and prioritize backlog of opportunities… more