- Huntington National Bank (Birmingham, MI)
- …corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer ... Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: Manages medium/large and complex… more
- WTW (Tampa, FL)
- …strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and ... consistent project management for assigned clients Draft client deliverables including investment and plan performance reports, capital markets updates, manager… more
- BlackRock (Sausalito, CA)
- …Ideal candidates must have excellent problem-solving skills, an intimate knowledge of Global Investment Performance Standards (GIPS) policies, a strong grasp of ... ETFs, mutual funds, long-short strategies, and options. Provide oversight for Global Investment Performance Standards (GIPS) compliance and leading the annual… more
- Abt Global Inc. (Rockville, MD)
- …rewarding and meaningful work? Now's your chance. The Opportunity As the Finance/ Investment Manager, you will oversee program-level financial performance for the ... value-based investment decisions and ensure alignment with federal IT investment frameworks (eg, TechStat, CPIC). Performance Analysis: Translate technical… more
- Fifth Third Bank, NA (Charlotte, NC)
- …with any such payment based upon company, line of business and/or individual performance . Vice President, Investment Banking At Fifth Third, we understand the ... that the high-priority projects are getting the appropriate attention. The Principal, Investment Banking, will play a leadership role in the evolution and… more
- Brookfield Properties (New York, NY)
- …portfolio companies. Responsibilities Prepare quarterly valuation models; which includes review of investment performance track record and any changes to returns ... real estate investments (structured as either a portfolio company or individual investment ). They are principally responsible for overseeing the hotel performance… more
- CyrusOne (Aurora, IL)
- …is strongly preferred. Proven ability to interpret and manage financial statements, investment performance , and asset-level performance metrics. Strong ... reports, and implement corrective action plans. Monitor and report asset performance against investment objectives, pro-forma metrics, and market benchmarks.… more
- American Heart Association (Dallas, TX)
- …Investments for approval by Investment Committee. Manage and monitor an investment portfolio: track performance (financial and impact), identify and mitigate ... play a critical leadership role within the Social Impact Funds' mission-driven investment strategy, working at the intersection of capital deployment and measurable… more
- Beth Israel Lahey Health (Charlestown, MA)
- …including trade processing, cash positioning, compliance monitoring, and reconciliations. Monitor performance and compliance of the investment portfolio. Support ... and ad hoc investment reporting, including market analysis and performance metrics for internal and board-level reviews. Collaborate with Accounting to support… more
- City National Bank (Denver, CO)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... INVESTMENT CONSULTANT - Remote based in CO WHAT...investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor,… more
- Kaiser Permanente (Pleasanton, CA)
- …and techniques, including proficiency in portfolio management, asset allocation, investment policy, performance measurement, and liability management. This ... commitments; identifying and reporting key financial/business drivers, liabilities, and performance indicators (eg, funding issues, returns on investment ,… more
- Robert Half (San Francisco, CA)
- …research on strategies like 1031 exchanges and opportunity zones. Summarize investment performance and key financial metrics for stakeholders. Collaborate ... Accountant to manage accounting, financial reporting, and support long-term tax and investment planning for a diverse portfolio of entities and assets. This is… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …markets and complex products Quantitative and qualitative understanding of the investment management business and performance measurement Understanding of major ... in detail about all aspects of AIG and specifics about investment managers and performance reporting Organize, manage and track multiple detailed tasks and… more
- Curtiss-Wright Corporation (Summerville, SC)
- …in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental ... Performs technical analysis to determine present and future financial performance . Gathers, analyzes, prepares, and summarizes recommendations for financial plans,… more
- Bank of America (San Francisco, CA)
- …activities. Assist with and attend client meetings and discussions covering investment strategy, account performance , new products, and market developments ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights… more
- Bank of America (Leesburg, VA)
- …service model. Job expectations include assisting with client meetings related to investment strategy, account performance , new products, and market developments ... They assist with and attend client meetings and discussions covering investment strategy, account performance , new products, and market developments… more
- CBRE (Carson City, NV)
- …strategic partner across the entire investment lifecycle. Our advisors drive investment performance with proprietary real-time intelligence that links you to ... the right capital and opportunities in every market and property type. Property Sales As the world leader in the acquisition and disposition of income-producing properties for third-party owners and corporate occupiers, we use deep market intelligence,… more
- Bank of America (Los Angeles, CA)
- …They assist with and attend client meetings and discussions covering investment strategy, account performance , new products, and market developments ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....the role may vary depending on the team's practice. Performance is measured by the FA or FA team… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and Abilities Knowledge of Quantitative and qualitative understanding of the investment management business and performance measurement. Macro and microeconomics ... Summary Under limited supervision, the Associate utilizes knowledge of finance and investment concepts obtained through education and work experience in order to… more
- Wayne State University (Detroit, MI)
- …allocating and prioritizing time and resources to achieve the greatest return on investment . Performance and productivity will be measured on the following core ... metrics as determined annually: Dollars raised for campaign gift commitments. Number of major gift solicitations of $25,000+ Number of major gift closures at $25,000+ Number of face-to-face prospect and donor meetings (in-person and virtual visits) Number of… more
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