- University of Rochester (Rochester, NY)
- …within each department and program in ASE. Independently ensures accuracy of asset allocation and donor intent to ensure that Deans, department ... office, as well as campus partners, to ensure proper allocation and spending of funds. + Responsible for the...ensure proper submission, accuracy of entry and accuracy of allocation on a daily basis. + Keeps current with… more
- SitusAMC (New York, NY)
- …design of content for continued education and required training hours for all asset management personnel. + Oversee task allocation and staffing utilization for ... is responsible for the overall management of multiple diverse asset management functions within Situs Asset Management...multiple diverse asset management functions within Situs Asset Management (SAM). The incumbent is expected to mentor… more
- City of New York (New York, NY)
- …transparency, and audit readiness. - Contribute to strategic projects such as asset allocation studies, policy reviews, and system enhancements. INVESTMENT ... the long-term challenges we face together. The Bureau of Asset Management is responsible for oversight of the investment...for continuous improvement, the goal of the Bureau of Asset Management is to achieve exceptional investment outcomes for… more
- Wellington (New York, NY)
- …curriculum in subject areas such as asset classes, products, market dynamics, asset allocation , and other elements. + Managing internal and external partners ... understand the importance of advisor education in effectively positioning an asset manager as a partner of choice. **Responsibilities** Specific responsibilities… more
- Neuberger Berman (New York, NY)
- …of relevant trust-related experience + Strong investment expertise, including proficiency in asset allocation , asset location, and portfolio construction + ... updated IPSs, coordinate rebalancing requests, and communicate relevant changes to asset management strategies + Ensuring timely valuation updates and thorough… more
- BlackRock (New York, NY)
- …+ Working directly with clients and prospects to address strategic questions of asset allocation and investment management, guiding the client towards the most ... disciplines + A strong understanding of insurers' capital modelling, ALM and asset allocation frameworks and the quantitative models and techniques that they use… more
- Amazon (New York, NY)
- …strategies to include, trade execution in our internal portfolios, strategic asset allocation , portfolio risk management, credit analysis, oversight of ... transactions to efficiently manage Amazon's fixed income portfolio * Develop strategic asset allocation recommendations to minimize risk, satisfy objectives of… more
- Citigroup (Queens, NY)
- …Defined Contribution retirement plans of a total $35 billion and advises on the Asset Allocation and Investment strategy for all the International Pension Plans. ... Investment Officers and Operations in all aspects of portfolio asset management across diverse sub- asset classes +...aspects of portfolio asset management across diverse sub- asset classes + Participate in new investment and operational… 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
- City National Bank (New York, NY)
- …with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage ... and review materials. * For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National… more
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