- OCT Consulting, LLC (Riverdale, MD)
- Financial Portfolio Strategist ( 15 .19) OCT Consulting, LLC is an SBA-certified, 8(a) small business management and technology consulting firm that ... Technology. Responsibilities and Duties OCT currently has an opening for a Financial Portfolio Strategist to work with our federal client, the United… more
- PNC (Philadelphia, PA)
- …opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Purpose Driven Investing (PDI) organization, you ... as subject matter expert - especially in the form of report creation and portfolio theory. Report creation refers to both ad hoc and self-service report automation… more
- PNC (Cleveland, OH)
- …to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Asset Management Group Investment Office organization, ... new and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment expertise to rigorously analyze more… more
- Edward Jones (St. Louis, MO)
- …across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex ... team develops and implements customized investment solutions connecting goals outlined in client's financial plan to portfolio strategy. **What You Will Do** The… more
- Edward Jones (Phoenix, AZ)
- …groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment and continued evolution ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of… more
- Edward Jones (Goodyear, AZ)
- …groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist , etc.) to ensure proper alignment and continued evolution ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...within WMAS that serves as the planning and investment portfolio advice consultation group to support the delivery of… more
- Ameren (Collinsville, IL)
- …plan + 401(k) with company match fully vested on date of hire + Minimum of 15 days paid vacation and 12 paid holidays + Paid parental leave and family caregiver ... **_About The Position_** _The Clean Energy Transition Cost Effectiveness Strategist , as a part of the Clean Energy Transition...to achieving a clean, renewable, affordable and reliable energy portfolio for the Company in alignment with the state's… more
- Harvard University (Cambridge, MA)
- …to the interview stage may be requested to provide their social media portfolio . Additional Qualifications and Skills: + Experience and expertise with design and ... Office of Communications and Marketing, the Social Media and Digital Communications Strategist will be responsible for developing and executing the overall social… more
- L3Harris (Melbourne, FL)
- …planning process, assess market viability, prioritize investment direction, shape the portfolio , and provide consulting expertise and project management for specific ... to the Sector and Division. In addition, the division Strategist will also lead division strategic initiatives, campaigns, and...Computer Science, or related field with a minimum of 15 years of prior related experience; Or, Graduate Degree… more
- Walmart (Sunnyvale, CA)
- …** + BA /BS in Computer Science, Software Engineering , or a relevant area + 15 + years of experience in technical product documentation + 10 + years of experience ... **Nice to have ** + Experience with JIRA, Confluence, and ReadMe + Portfolio of API documentation created in previous roles + Experience with API documentation… more
- PNC (New York, NY)
- …related to portfolio management. + Frequently utilizes an understanding of financial instruments and overall investment portfolio to contribute to investment ... PNC's CIO team is searching for a senior Rates PM/ Strategist . As a Managing Director in ALM Investments -.... As a Managing Director in ALM Investments - Portfolio Management, you will be based in New York,… more
- Edward Jones (Goodyear, AZ)
- …on the HNW team (ie, estate, tax, business owners, home office portfolio strategist . etc.) to create a holistic, customized financial plan for clients as ... across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex… more
- Harvard University (Cambridge, MA)
- …or Temporary Basic Qualifications: + Bachelor's degree required + Minimum of 12- 15 years of experience in university fundraising or relevant transferable experience ... of the SEAS dean's vision and priorities and SEAS financial needs, working with the FAS Dean of Development,...case statements and gift opportunities. + Manage a targeted portfolio of prospects with the capacity to make seven-… more
- PNC (Irvine, CA)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist **Institutional Asset Management (IAM)… more
- Randstad US (Boston, MA)
- senior ux innovation research specialist. + boston , massachusetts + posted october 15 , 2024 **job details** summary + $83 - $84 per hour + contract + bachelor ... the most value during workshops? - build a precise financial plan that will speak for itself and be...experience as a Consultant, Researcher, Product Manager, Product Designer, Strategist , or equivalent roles - Proven ability to work… more
- Vera Therapeutics (Brisbane, CA)
- …of the commercial leadership team. The successful candidate will be a strategist and skilled operational leader with the ability to influence cross-functionally and ... to set up and operationalize various internal processes (LRP, Budget, Portfolio prioritization, quarterly latest estimate, etc.). Qualifications: * Bachelor's degree… more