- 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
- WTW (Chicago, IL)
- …credit model portfolios / multi-manager solutions including proactively recommending asset allocation and/or implementation adjustments + Proactively consider ... **Clients and Excellence** Investment thought leader for US investment research and allocation functions with a focus on credit/fixed income as well as multi-manager… more
- CIBC (Chicago, IL)
- …Review client investment reviews both internally and externally. Execute strategic asset allocation changes, rebalance portfolios, and implement investment ... and alternative investments. + **Analytical expert:** Demonstrate expertise in asset allocation , portfolio construction, risk-return analytics, performance… 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
- Loyola University Chicago (Chicago, IL)
- …and venture capital) and will also actively contribute to projects regarding asset allocation , liquidity, risk, performance reporting, and other thematic ... generalist position which will conduct research and perform analysis across asset classes (including public equity, fixed income, hedged strategies, private equity,… 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
- Fifth Third Bank, NA (Skokie, IL)
- …+ Ensures service standards and metrics are met based on needs, segmentation, asset allocation , and risk management. + Identifies and refers opportunities ... providing for the utilization of advanced planning solutions. + Coordinates and collaborates with client third party advisors (eg, attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals. + Partners and leverages… more
- PNC (Chicago, IL)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... Investment Banking, Sales **Competencies** Business Acumen, Customer Experience Management, Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Managing Multiple Priorities, Negotiating, Sales Function, Selling. **Work… more
- Edward Jones (Pontiac, 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