- Meeder Investment Management, Inc. (Dublin, OH)
- …CFA, CMT, MBA, etc.Minimum 15 years of multi-asset class experience in an investment -related capacity, including senior investment leadership and management ... advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients -… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:National Director, Wealth ManagementThe National Director, Wealth Management role is a senior level leadership position within Fidelity s ... as a subject matter expert on all aspects of the investment management process\u2014from portfolio construction, transition analysis, repositioning, and… more
- HUB International (Dallas, TX)
- …owned by Hub International in the areas of portfolio compliance and investment monitoring. HUB's Retirement and Private Wealth US Investments Compliance team ... department. The SVP, Compliance and Risk Officer , Hub Retirement and Private Wealth ("RPW"), will be a highly visible, senior leadership position, reporting… more
- Morgan Stanley (Chicago, IL)
- …other data for clients, that may involve evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment ... and input from senior team members. Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment … more
- Wilmington Savings Fund Society (Wilmington, DE)
- …is more than part of our name, it's our mission and our purpose. The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating ... have expert knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client… more
- Fidelity TalentSource LLC (Boston, MA)
- …will support the Fidelity Wealth Business unit home office investment portfolio . Supporting this function requires strategic, analytical, problem-solving, ... in domains and specific initiatives. The Value You DeliverAccountabilitySupport strategic investment portfolio management and measurement teamComplete vision and… more
- State Street Corporation (Boston, MA)
- …sector's investment strategy.Prepare reports on strategy, market developments, and portfolio risk exposures to communicate with Senior management and other ... a critical role in managing the bank's ~$100 billion investment portfolio in order to generate income...Programs to help you match your needs. And our wealth of development programs and educational support will help… more
- State Street (Boston, MA)
- …sector's investment strategy.Prepare reports on strategy, market developments, and portfolio risk exposures to communicate with Senior management and other ... a critical role in managing the bank's ~$100 billion investment portfolio in order to generate income...Programs to help you match your needs. And our wealth of development programs and educational support will help… more
- Aztec (Boston, MA)
- …Solutions, Managing DirectorWho we are looking forThe Head of Sales Americas - Portfolio Solutions, Managing Director position is a senior distribution role ... Solutions organization and offers the opportunity for a senior experienced sales management professional to drive revenue across...sales personnel located in the United States and Canada.The Portfolio Solutions Group is one of three main vertical… more
- Transamerica Corporation (San Francisco, CA)
- …the business plan, including preparing written recommendations to present to senior management, Investment Committee, and investors.Evaluate and recommend the ... Senior Asset Manager - LIHTC - Aegon AM page...(Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $337… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:We are currently recruiting for multiple positions at the Senior User Experience Designer level.The RoleFidelity Investments is looking for a ... Senior User Experience Designer who is passionate about their...using research to support evidence-focused design decisions preferredA digital portfolio we can review online is requiredAn array of… more
- State Street (Boston, MA)
- …and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting professionals who are ... revolutionize how State Street services our customers. As a Senior Associate, you will be responsible for the preparation,...be responsible for the preparation, analysis, and reporting of investment and fund performance data for global real estate… more
- CFA Institute (Boston, MA)
- …and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting professionals who are ... by State Street in July 2002. IFS, also known as Alternative Investment Solutions, is a recognized industry-leading provider of fund accounting, fund administration,… more
- Morgan Stanley (Menlo Park, CA)
- …well as fields general client questions on a broad spectrum of topics.Conducts investment portfolio analysis, prepares materials and interacts with clients on ... investment strategies with the Financial Advisor / Private Wealth Advisor team and their clients.Duties and Responsibilities: Investment ManagementDevelops… more
- Fidelity TalentSource LLC (Boston, MA)
- …product structure selection and design, pricing, market and competitive positioning, client portfolio positioning and articulation of investment cases for each ... range of Fidelity Digital Asset Managment s (FDAM) crypto and digital asset investment strategies and products. This role will cover existing single and multi-token… more
- Northwestern Mutual Investment Services, LLC (California, MO)
- …with key stakeholders and insurers. Presents coverage terms to the Series Fund and Wealth Management's board and committees twice a year. Serves as a liaison to ... of exposures to risk that arise from a large real estate portfolio , oil & gas portfolio , a large field force, and those exposures common to the operations… more
- Fidelity TalentSource LLC (Boston, MA)
- …new QRI Portfolio Construction Application. You will partner with QRI Portfolio Engineering and Investment Operations leaders to resolve strategic priorities ... in either equities, fixed income, or alternative asset classesExperience with portfolio construction is requiredYou have senior level experience defining… more
- CrossBoundary (Chicago, IL)
- …to CrossBoundary's investment platforms, and regularly share that knowledge with investment platform executive teams and other senior leadershipServe as the ... Chief Financial Officer to respond quickly and completelyCommand an understanding of the wealth / investment management space and an ability to speak to principles… more
- Self-Help Credit Union (Chicago, IL)
- …on economic inequality especially in communities that have faced systemic barriers in building wealth . At the core of what Self-Help does is a drive to create and ... that support opportunity at a neighborhood level regardless of demographics, income, or wealth . Since our founding, we've constantly sought to find new ways to… more
- Private Investigator Herne Bay (San Francisco, CA)
- …as well as culture and alignment. It will involve meeting and appraising senior management at top investment firms Research and develop investment ... GIC is one of the world's largest sovereign wealth funds. With over 2,000 employees across 11...we can utilise our comparative advantages, namely, a long investment horizon, global presence, sector expertise, as well as… more
