- Valent BioSciences (Libertyville, IL)
- …market pricing strategies. + Provide guidance and oversight on the marketing mix and asset allocation changes. + Align with Project Management Office to oversee ... The leadership activities include, but are not limited to, traditional asset management, business planning, business case and model development, customer and… more
- Neuberger Berman (Chicago, IL)
- …by the research, trading, and PM capabilities of Fixed Income and the asset allocation , capital optimization, and insurance accounting expertise of the Solutions ... research, tech, ops, etc. + Collaborate with Solutions team on strategic asset allocation and other portfolio modeling exercises + Oversee the implementation and… more
- City National Bank (Chicago, IL)
- …strategies to achieve investment goals. * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * ... * Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their… more
- KeyBank (Chicago, IL)
- …Principals of an open architecture platform. + Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy ... client. + Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy. + Works within the… more
- JPMorgan Chase (Chicago, IL)
- …client acquisition + Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- BMO Financial Group (Barrington, IL)
- …spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc. + Leads change management programs ... preferred. + In-depth / expert understanding of portfolio management principles and asset mix determination. + In-depth / expert understanding of fiduciary law and… more
- Edward Jones (Crystal Lake, IL)
- …information to open new accounts + Research portfolio performance, cost/fees, asset allocation , changes to portfolio construction/investments, and make ... recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation + Execute Financial Advisor solicited buy/sell orders and confirm with clients + Answer general client questions regarding… more
- Edward Jones (Naperville, IL)
- …clients' goals and circumstances. + Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and ... make recommendations to client. + Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Cultivating relationships with… more
- City National Bank (Springfield, IL)
- …knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and ... financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka… more
- US Bank (Glen Ellyn, IL)
- …knowledge in financial planning, including but not limited to goals-based planning, asset allocation , retirement planning, and education funding + Extensive ... knowledge of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services, including credit processes and policies + Strong presentation abilities + Strong relationship management,… more