- JPMorgan Chase (New York, NY)
- …providing highly customized investment advice and solutions for Family Offices, Endowments , and Foundations . The OCIO team has been serving clients for ... four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking, and Consumer and Community Banking. Through… more
- JPMorgan Chase (New York, NY)
- …resources to provide customized investment solutions and advice for endowments , foundations and institutional families. Areas of specialization include: ... plan, goals and objectives and work with Senior Portfolio Manager to develop investment plans and custom materials to support ongoing client dialogue +… more
- BlackRock (New York, NY)
- …institutional accounts including, but not limited to, Corporates, Healthcare Companies, Endowments & Foundations , Publics, Sovereign Wealth, and selective High ... role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional...Blackrock is the world's largest and most trusted asset manager in the world with $10.6 T AuM and… more
- Zions Bancorporation (Salt Lake City, UT)
- …Works with high profile relationships such as corporations, public entities, foundations , endowments and Not-for-profit Organizations. + Monitors portfolios and ... the opportunity. Zions Bancorporation is currently seeking a Fixed Income Portfolio Manager with the following qualifications to join the downtown SLC team. This… more
- US Bank (Milwaukee, WI)
- …which invests assets for high-net worth and ultra-high-net worth individuals, trusts, endowments and foundations in a manner consistent with the established ... growth within the market through dynamic leadership, ensuring accountability for investment and regulatory compliance amongst portfolio managers, and will inspire… more
- BlackRock (Princeton, NJ)
- …service to all of our clients, from wealth advisors to family offices to endowments and foundations . **About this Role** We are seeking a detail-oriented and ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- US Bank (Charlotte, NC)
- …borrowing bases consisting of diverse investor types, including pension funds, endowments , foundations , insurance companies, sovereign wealth funds, other ... team covering subscription lines for Commercial Real Estate ("CRE")-focused investment funds. **Primary responsibilities will include:** + Partnering with… more
- Robert Half Finance & Accounting (Beachwood, OH)
- …monthly reporting. * Ensure proper handling of grant payable requests for supporting foundations , endowments , and donor advised funds in collaboration with the ... recorded to the general ledger, including those related to trusts and investment accounts. * Oversee the recording of supporting foundation transactions to the… more
- Neuberger Berman (New York, NY)
- …The Capital Group manages the assets of high-net-worth families, foundations , endowments and corporate pension plans. Our investment strategy is centered on ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $481… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and insurance based products. * Investment governance issues relating to Foundations , Endowments , as well as, Retirement Plans. * Concepts and regulations ... plan reviews , proposal management, product analysis, asset allocation analysis, investment & investment manager and vendor selection. Leads defined work or… more
- Neuberger Berman (San Francisco, CA)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... the primary point of contact for the operational and investment needs of client relationships. **Responsibilities:** + Serve as...regular point of contact for high net worth clients, endowments , foundations and family offices seeking solutions… more
- The Chicago Community Trust (Chicago, IL)
- …philosophy, we currently have four primary expressions of impact within our $4 billion investment portfolio: + Investment Manager Diversity: We believe it is ... Community Trust, ranging from ESG investing to catalytic capital. The Director, Impact Investment will report to the AVP/Chief of Investments and will work closely… more
- BlackRock (Princeton, NJ)
- …world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations . **About This Role** We are looking for a highly ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more