- Bank of America (New York, NY)
- …the firm. Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and ... Chief Investment Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances.… more
- Neuberger Berman (New York, NY)
- …Advise clients and aid in implementation of overall investment strategy including asset allocation , portfolio management, and diversification, in accordance with ... generation. Identify opportunities to expand client relationships through holistic planning, asset allocation , and diversification. Ideally, but as a secondary… more
- Bank of America (New York, NY)
- …process by aligning with our investment outlook across strategic and tactical asset allocation , sector and security selection, and thematic investing. The ... by delivering timely, innovative solutions * Possesses business acumen and understands asset allocation , portfolio construction, and manager selection, and how… more
- Wells Fargo (New York, NY)
- …understanding of financial and estate planning, fiduciary/trust, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, and ... UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services *...* Estate services * Philanthropic services * Closely held asset management * Real estate and loan asset… more
- JPMorgan Chase (New York, NY)
- …indicators, as well as equity, fixed income, international, emerging markets, currency, asset allocation , and alternative asset classes. + Familiarity ... of client and advisor types. **Job Responsibilities** + Deliver our cross- asset class investment views, via client presentations, publications or product-oriented… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make ... * Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. * Presents or… more
- Bank of America (New York, NY)
- …robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes), ... and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence teamincludes investment manager research, sourcing, and selection… more
- Citigroup (Queens, NY)
- …US Defined Benefit and Defined Contribution retirement plans and advises on the Asset Allocation and Investment strategy for all the International Pension Plans. ... exceeding $10 billion, allocates a significant percentage of its capital to these asset classes. The core objective of these investments is to achieve superior… more
- PNC (New York, NY)
- …certifications/licensures needed to be successful in this position. **Preferred Skills** Asset Allocation , Auditing Operations, Business Case Analyses, Credit ... to the company's success. As the Managing Director, MBS Portfolio Manager within PNC's Asset & Liability Management organization, you will be based in New York City.… more
- JPMorgan Chase (New York, NY)
- …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