- Fidelity TalentSource LLC (Greenwood Village, CO)
- …theory, quantitative portfolio construction methods and tax-sensitive management \u00A0Experience managing multi asset class investment strategies\u00A0CFA or ... s Portfolio Advisory Services and through Fidelity s Wealth Management Advisory Services.\u202F We construct and manage asset allocation portfolios for more… more
- Fidelity TalentSource LLC (Boston, MA)
- …future platform capabilities.Look for opportunities to improve investment management efficiency and effectiveness across Portfolio Engineering (eg, scale, ... and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity...portfolios at scale.\u00A0 The team focuses on using quantitative portfolio construction methods to implement new investment … more
- Phaxis (Huntington Station, NY)
- Portfolio Management Associate Salary is 75-90k plus bonus Develop investment proposals and provide trade recommendations tailored to a client's existing ... internally and with clients to provide insights and analysis Assist in portfolio management activities including performance monitoring, risk analysis and asset… more
- Fidelity TalentSource LLC (Boston, MA)
- …will require collaboration with various groups across Fidelity, and alignment with the portfolio management teams to support their daily needs.The Expertise and ... Investment Services team is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, providing...team.\u00A0 The primary focus will be on the daily investment operations tasks supporting the Active Quant portfolio… more
- Fidelity TalentSource LLC (Boston, MA)
- …Education and Experience 10+ years of investment management experience, specializing in quantitative portfolio construction.Demonstrated experience ... and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity...will be responsible for supervision and implementation of quantitative portfolio management for retirement management … more
- Fidelity TalentSource LLC (Boston, MA)
- …in domains and specific initiatives. The Value You DeliverAccountabilitySupport strategic investment portfolio management and measurement teamComplete vision ... Job Description:The Role The Director, Portfolio Management will support the Fidelity...will support the Fidelity Wealth Business unit home office investment portfolio . Supporting this function requires strategic,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …relative to their benchmarks, strategies or risk objectives, as developed by portfolio management team.\u00A0Ensure portfolio targets for cash, duration, ... in an intuitive manner.Real passion for financial markets and the investment management process.Certifications:Company Overview Fidelity Investments is a… more
- Fidelity TalentSource LLC (Boston, MA)
- …required; MBA or CFA optionalExperience in or working with professionals in investment management and supporting functions The Skills You BringExperience with ... workloads while managing to critical deadlinesPassion for\u00A0financial markets and the investment management processAbility to work effectively in a highly… more
- Fidelity TalentSource LLC (Boston, MA)
- …effectively communicate externally as an extension of the portfolio management team.Transparency and understanding of the investment process and ... client needs through a solutions-based approach. As the external facing member of the portfolio management team, the IPM will primarily interact with Finance and… more
- Rose International (Cincinnati, OH)
- …funds, exchange traded funds, hedge funds, private equity funds, and other investment portfolio accounts. Responsibilities: Validate new account documentation is ... neededEmbracing technology and finding new ways to solve problems Basic Qualifications: Associate degree, or equivalent work experienceTwo to four years of… more
- Fidelity TalentSource LLC (Boston, MA)
- …in building and managing portfolios, portfolio optimization, construction tools, investment processes etc. Portfolio Management or Trading experience with ... tools to achieve best practices in all aspects of the investment process. ( Portfolio Construction/Risk Management /Attribution/Transaction Cost… more
- Fidelity TalentSource LLC (Boston, MA)
- …be part of the team responsible for designing, building and managing the QRI portfolio management platform, which will deliver asset management s ... ResponsibilitiesLead the design and development of innovative platform capabilities within the portfolio management platform to enable scale and flexibility to… more
- Fidelity TalentSource LLC (Boston, MA)
- …role requires a well-rounded professional who possesses a deep understanding of investment research, portfolio management , product development and the ... investment objectivesTravel in order to meet company management as well as colleagues in portfolio ...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Boston, MA)
- …a leading provider of asset allocation investment solutions. The RoleThe Portfolio Services team within Fidelity Asset Management Solutions (FAMS) provides ... supporting investment processes, familiarity with middle and back-office investment functions and operationsStrong project- management skills; can think… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and enhancing processes and procedures Experience in Advent APX or another portfolio accounting system/software, a plus Experience in investment operations ... at Fidelity Investments. We are currently sourcing for a Portfolio Position and Transaction Operations Analyst to work in... Position and Transaction Operations Analyst to join the Investment Operations team as a contractor for Giving Season… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleWe are seeking a VP, Systematic Liquid Alternatives Portfolio Construction Technology to join our Quantitative Research & Investments ... role will be responsible for designing and developing new systematic portfolio construction / implementation applications and technologies for liquid alternatives… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems; 3-5 years of experience in ... name, it's our mission and our purpose. The Financial Associate will be responsible for for providing high level...client data on the Salesforce (CRM), custodial platforms and portfolio management systems. Administer complex and precise… more
- Amerantbank (Miramar, FL)
- …back testing. Also, review and update assumptions.Perform Impairment Analysis on the Investment portfolio .Perform Enterprise Risk Management (ERM) report for ... and control different exposures related to Treasury unit activities and the Investment Portfolio (eg, Counterparty Risk, Investment Grade and… more
- Daiichi Sankyo, Inc. (Bernards, NJ)
- …include: Clinical Operations, Clinical Development, Biostatistics and Data Management , Regulatory Affairs, Quantitative Clinical Pharmacology, Clinical Safety and ... Pharmacovigilance, Regulatory/Risk Management , Quality Assurance, Medical Affairs, Translational Research, Research, Informatics...and solutions architecture and design for the R&D IT portfolio and to ensure that partners receive the highest… more
- Creative Financial Staffing (New York, NY)
- Wealth Management Associate About our client: Our client is a boutique investment management firm located in Manhattan. They are working with high-net ... Retirement account questions Assist the owner with managing and administering the portfolio accounts Keep the Founder on track. flag urgent matters, assist with… more
