- City and County of San Francisco (San Francisco, CA)
- …tactical asset allocation decisions including policy leverage and asset /liability research ; * Assist in determining appropriate contingency plans and ... Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors… more
- Xylem (Morton Grove, IL)
- …customer expectations through innovative and sustainable solutions. **THE ROLE:** The IT Asset Specialist is to help maintain the technology solutions used to manage ... Key Process Areas for ITAM. **CORE RESPONSIBILITIES:** + Maintain the global IT asset inventory + Execute and maintain processes and procedures for tracking and… more
- Moss Adams LLP (Portland, OR)
- …out portfolio management capabilities and contributing to the firm's overarching manager research and asset allocation activities. This multi-faceted role ... **Senior Investment Research Analyst ** **Description** At Moss Adams,...allocation and portfolio construction + Experience with manager research /due diligence covering one or more asset … more
- JPMorgan Chase (New York, NY)
- …level US Equity Quantitative Strategist for a NY-based position within a top-ranked sell-side research team. As an analyst on the US Equity Quantitative team, ... responsible for building systematic investment strategies for equities including timing/rotation/ allocation models leveraging statistical and machine learning techniques. Our… more
- Johns Hopkins University (Baltimore, MD)
- **OVERVIEW** The Johns Hopkins University, one of the world's premier teaching, research and patient care institutions, is seeking candidates for the position of ... Investment Analyst within its Investment Office, reporting directly to the...endowment, shaping his or her knowledge in all major asset classes. Johns Hopkins University was founded in 1876… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …strategic initiatives . Budgeting & Forecasting . Variance Analysis . Generate periodic asset allocation reports . Maintain knowledge of regulations and policies ... financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data....are not limited to: . 1-2 years experience in asset allocation or investment management . MUST… more
- PNC (Philadelphia, PA)
- …opportunity to contribute to the company's success. As a Senior Fixed Income Credit Analyst within PNC's Asset Management organization, you will be based in ... Analyst role will report to the Director of Research and will have a direct impact on the...impact on the management and performance of the PNC Asset Management Fixed Income portfolios. The investment process is… more
- Bank of America (New York, NY)
- …related to investment manager due diligence, equity research , quantitative research , portfolio management/construction, or asset allocation . + ... The coverage universe will be diverse, ranging from equities to fixed income. The Analyst will conduct investment manager research to identify new ideas for the… more
- Edward Jones (St. Louis, MO)
- …monitoring, and manager selection process. + Work in partnership with Investment Manager Research , Investment Risk, Asset Allocation and other internal ... care. The Portfolio Solutions Team is seeking an Associate Analyst I/II to join our growing team of 17...and/or programming languages (Python, R, SQL). + Experience with multi- asset portfolios, manager selection and/or fund management is a… more
- The Hartford (Hartford, CT)
- …Income and Equity asset management. + Experienced with Bloomberg for Public Asset research and with Excel for reporting and analytics. + Familiarity with ... Analyst , Business Operations - VKANH3 We're determined to...and equity trades with various brokers to confirm accuracy. Confirmation/ Allocation /Affirmation is done electronically utilizing via DTCC products CTM,… more
- Wellington (Needham, AL)
- …continuous support and solutions to the firm's globally located investors across Asset Allocation , Commodities, Equity, Fixed Income, Macro Analysis and Risk ... 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought...OVERVIEW We are currently seeking a strong **Senior** **Systems Analyst ** to play a key role, deliver solutions to… more
- Robert Half Finance & Accounting (Mclean, VA)
- …strategic initiatives . Budgeting & Forecasting . Variance Analysis . Generate periodic asset allocation reports . Maintain knowledge of regulations and policies ... financial analysis of companies, industries, and markets, the Investment Banking Analyst will also, perform extensive research , financial modeling, complete… more
- CareFirst (Baltimore, MD)
- …analysis of the organization's financial activity, cash flow management, credit, income, asset levels, and liability obligations. The analyst will be responsible ... for managing banking vendor relationships and services. Analyst will coordinate with all internal finance, accounting, and accounts departments to ensure correct… more
- Bank of America (Boston, MA)
- …robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes), ... Senior Private Market Due Diligence Analyst Boston, Massachusetts;New York, New York **Job Description:**...and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence teamincludes investment manager… more
- Morgan Stanley (Pepper Pike, OH)
- …initiative * Synthesizes client/prospect data to develop customized financial plans/ asset allocation proposals utilizing the Firm's proprietary software ... *POSITION SUMMARY:* The Wealth Management Analyst /Associate is often the first point of contact...Advisory accounts * Assists clients with market and stock research * Develops Statement of Investment Policy Statements for… more
- Morgan Stanley (San Jose, CA)
- …initiative * Synthesizes client/prospect data to develop customized financial plans/ asset allocation proposals utilizing the Firm's proprietary software ... *POSITION SUMMARY:* The Wealth Management Analyst 's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized… more
- Edward Jones (St. Louis, MO)
- …manager oversight and selection process. + Work in partnership with Investment Manager Research , Investment Risk, Asset Allocation and other internal ... and impact on all PST's areas of investment responsibility, including the Research Model portfolios for Advisory Solutions and Guided Solutions. Edward Jones'… more
- Weyerhaeuser (Seattle, WA)
- …with internal modeling of future expected returns, cash flows and changes in asset allocation * Coordinate and provide support for special company-wide pension ... with projects, audits and vendor fee analysis. You are passionate about research and resolve service issues while building great relationships with various banks… more
- HUB International (Bethesda, MD)
- …+ Identify problem areas and summarize for advisor + Assist with asset allocation decisions, portfolio construction, and rebalancing strategies + Look ... about our talent. We currently have an opportunity for a **Wealth Management Analyst ** to join our **Retirement and Private Wealth** team in our **Bethesda, MD**… more
- Citigroup (New York, NY)
- …+ 5-7 years of experience in a related role, such as market risk/trading/structuring/ research or quantitative/data analysis. + Cross asset class product and ... Line of Defense team responsible for market risk across asset classes within Citi's Global Markets division. The team...limit, and capital framework to allow effective optimization and allocation of risk appetite. + Identify and monitor systemic… more
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