- FM (Waltham, MA)
- …work closely with other Public and Private Markets sector PMs and/or PM's, the Asset Allocation , Strategy group, and Investment Operations. This key role ... working closely with Senior PM - External Investment Management, direct real estate investment team, the Chief Investment Officer (CIO), and other senior… more
- Principal Financial Group (Des Moines, IA)
- …investment support to Client Portfolio Managers that provide Outsourced Chief Investment Officer (OCIO) solutions to clients. Responsibilities Include: + ... **Implement Asset Allocation Changes:** Execute ad-hoc allocation adjustments for OCIO clients, including updating internal systems and CRM, rebalancing… more
- Bank OZK (Atlanta, GA)
- …Abilities + Knowledge of a broad range of personal financial planning/advisory and investment management/ asset allocation concepts. + Knowledge of retail ... business development plan in conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in leadership… more
- Washington Metropolitan Area Transit Authority (Landover, MD)
- …to yard control, the ideal candidate will have a background working with Enterprise Asset Management (EAM) systems, understand and be able to make sense of large ... data sets, and be able to develop and apply asset life cycle models to project operational and capital...scheduling of projects related to budget management and capital investment improvement and includes complex activities related to the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts with ... sufficient to administer personal trusts and estate settlements + Fundamental investment concepts, practices and procedures used in the securities industry. +… more
- Equitable (New York, NY)
- … Officer -a single, integrated leadership role encompassing strategic investment management, asset -liability oversight, and manager accountability. Reporting ... Deputy Chief Investment Officer - General Account (... approach. **Role Summary & Responsibilities** : + **Strategic Asset Allocation & Product Strategy** : Develop… more
- US Bank (New York, NY)
- …technology to help clients achieve their financial goals with confidence and integrity. The Asset Management Group Chief Investment Officer (CIO) is a key ... or private banking environment + Deep expertise in portfolio construction, asset allocation , and investment strategy + Strong understanding of regulatory… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …Ensure compliance with TFA's Investment Policy and applicable laws. Manage asset allocation , risk budgets, and investment strategies for optimal ... Overview The Chief Investment Officer (CIO) provides executive leadership... investment policies and legal standards. + Oversee asset allocation , risk budgeting, and investment… more
- PNC (Atlanta, GA)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... to contribute to the company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization, you will be… more
- Metro Nashville Government (Nashville, TN)
- Investment Officer (Investments Portfolio Manager) Print (https://www.governmentjobs.com/careers/nashville/jobs/newprint/5160847) Apply Investment ... 11:59 PM Central + Description + Benefits + Questions Position Description The Investment Officer position plans, directs, and coordinates investments for the… more
- Citigroup (Queens, NY)
- …Citi's US Defined Benefit and Defined Contribution retirement plans and advises on the Asset Allocation and Investment strategy for all the International ... **Job Title:** Hedge Fund and Private Credit Investment Officer (Senior Vice President) The...Custodian bank to ensure accurate and timely reconciliation of investment transactions, efficient cash management, and seamless asset… more
- PNC (San Francisco, CA)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... Investment Banking, Sales **Competencies** Competitive Environment, Credit Analysis and Verification, Customer Experience Management., Effective Communications, Financial Engineering, Knowledge of Underwriting, Prospecting., Selling. **Work Experience**… more
- City and County of San Francisco (San Francisco, CA)
- …the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... Appointing Officer . What We're Looking For The Investment Officer of Sustainable Investing and Stewardship...sustainable or impact investing approach across a range of asset classes. + Expertise in relevant data systems such… more
- City and County of San Francisco (San Francisco, CA)
- …the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... experienced investment professional for the position of Investment Officer ("IO") for its Real Assets...Work closely with SFERS' real assets consultants to achieve asset class goals and manage the portfolio in accordance… more
- PNC (New York, NY)
- …will have the opportunity to work directly with other portfolio managers and the Chief Investment Officer to manage a broad portfolio of fixed income assets and ... markets. *Collaborate with other senior PMs and the Chief Investment Officer on investment strategy...needed to be successful in this position. **Preferred Skills** Asset Allocation , Auditing Operations, Business Case Analyses,… more
- Wells Fargo (Charlotte, NC)
- …managers, funds, and securities; develops investment guidance; and creates model asset allocation and portfolio recommendations. In addition, WFII offers ... Product Officer - who oversees the roughly $250MM technology investment across WIM's platforms. **Wells Fargo Finance** Finance brings together enterprise… more
- FM (Waltham, MA)
- …with VP, Senior Portfolio Manager - External Investments, Private Markets PM's, the Asset Allocation , Strategy group, and Investment Operations, and the ... with the Portfolio Manager, External Investment Management, Senior PM's, Chief Investment Officer (CIO), and other senior Investments leaders and staff,… more
- Neuberger Berman (New York, NY)
- …them with senior trust company officers if necessary. + Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax ... oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and… more
- Truist (Nashville, TN)
- …and PCG Portfolio Management Officer to help the team devise the appropriate asset allocation based on clients' goals, cash flow, etc. + Work closely with ... to the overall planning process to avoid ad hoc investment products and savings. + Development of the household...analysis, to include long term planning for retirement income. Asset /liability management and review is key to overall client… more
- M&T Bank (Washington, DC)
- …client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
