- BMO Financial Group (Barrington, IL)
- …business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on ... Management, and Sales Skills Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise… more
- Raymond James Financial, Inc. (Cottonwood Heights, UT)
- …for tracking periodic investment managers' reviews by third party and independent investment manager searches. + Generates periodic reports on investment ... **Job Description** **Essential Duties and Responsibilities** + Serves as relationship manager for a subset of existing clients, at discretion of lead Financial… more
- Equitable (New York, NY)
- …asset sectors, such as mortgage loans and alternative investments + Experience as a portfolio manager in insurance investment management + Experience in an ... for senior management/Board level meetings **COMPETENCIES AND SKILLS** ** Portfolio Management:** Strong knowledge of insurance company investment portfolios… more
- Geronimo Energy LLC (Bloomington, MN)
- …The Associate, Investments and Portfolio Management is a key member of the investment team at National Grid Renewables (NGR). You will support all aspects of the ... business strategy, investment management through leading projects through investment approvals, portfolio management through monitoring portfolio … more
- JPMorgan Chase (New York, NY)
- …2+ years of experience in financial services industry related to risk management, portfolio management, trading, and/or investment risk across asset classes + ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors… more
- FM (Waltham, MA)
- … role, reporting to VP - Private Alternative Investments and working closely with Senior PM - External Investment Management, direct real estate investment ... the Chief Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with...Asset Allocation to define focus areas for strategy selection, manager diligence * Monitor current portfolio and… more
- T. Rowe Price (Baltimore, MD)
- …contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services ... T. Rowe Price-this role is for you! The Quantitative Investment Analyst is an investment role within...A successful candidate will frequently interact with Fixed Income portfolio managers and senior Fixed Income leadership… more
- BMO Financial Group (Chicago, IL)
- …MANDATE** **The Senior Research Analyst is directly involved in the investment selection, due** **diligence and ongoing monitoring of 3** **rd** **party ... spreadsheets, database and presentation software** **(MSWord, Excel, PowerPoint)** Conducts investment research to support portfolio and business objectives,… more
- City of New York (New York, NY)
- …of the resources of plan beneficiaries and the City of New York. The Senior Investment Officer, Risk Management will utilize advance analytics to improve ... portfolio construction with a goal of enhanced alpha generation. The Senior Investment Officer will independently identify and undertake related projects,… more
- Sanford Health (Sioux Falls, SD)
- …goals, policy, and risk tolerance. Lead the management of the health system's investment portfolio , including asset allocation, manager selection, and ... leadership team responsible for overseeing and managing the health system's investment portfolio , including endowments, operating reserves, investments and… more
- Edward Jones (St. Louis, MO)
- …and fiduciary services. We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting ... portfolio that aligns with the client's objectives. The senior portfolio manager will have...portfolio management or related roles that required making investment recommendations relied upon by others. + Expert-level understanding… more
- CBRE (Dallas, TX)
- Senior Analyst, Commercial Asset Management - CBRE Investment Management Job ID 195850 Posted 04-Dec-2024 Service line REI Segment Role type Full-time Areas of ... as well as the operational strategy of a select portfolio of assets. **What you will do** *Assist with...conditions *Prepare internal documents for review of material transactions ( Investment Committee). *Supports the Asset Manager with… more
- T. Rowe Price (Baltimore, MD)
- …contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services ... the goal of strengthening clarity of thought, dialogue and ultimately, improving investment results. Responsibilities + Coach Analysts and Portfolio Managers… more
- PNC (Washington, DC)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be ... Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services,… more
- Commerce Bank (Springfield, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Senior Portfolio Manager - CTC job and contemplates a wide range ... department + Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate +… more
- Nuveen Investments (Charlotte, NC)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of ... The Senior Research Analyst, Taxable Fixed Income job obtains,...monitors, researches and analyzes markets and trends to recommend investment decisions and optimize acquisitions, recapitalizations, and asset purchases.… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …among others. + Participates in and leads calls and in-person meetings with senior investment manager personnel, service providers, and other related ... and Risk will be an integral member of theEmory Investment Management (EIM) investment team. EIM manages...to support asset allocation, performance analysis, risk solutions, fund manager research and portfolio management. + Leads… more
- The LEGO Group (Boston, MA)
- Senior Manager , Project Portfolio ...goals and strategic priorities. + Develop and monitor key portfolio metrics (eg, return on investment , resource ... The LEGO(R) Group's Analytics & Insights (A&I) organization is seeking a Senior Manager of Project Portfolio Management to lead and optimize the… more
- Scotiabank (New York, NY)
- …and leverage broader Bank relationships, systems, and knowledge. + Assists the Senior Manager , Compliance within Scotiabank's Asset Management division in ... in which further guidance is required or falls outside existing policies to the Senior Manager . Critical matters are immediately escalated to the Director, … more
- CHARLESGATE (Boston, MA)
- The Portfolio Senior Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio to ... ensure an excellent experience for clients and residents. Portfolio members primarily include the Resident Services Manager , Property Coordinator, and cross… more