- BlackRock (New York, NY)
- …Preqin data and serve a range of GP, LP and SP use-cases, from fundraising to asset allocation and dealmaking. The team presents to and engages with some of the ... and deep knowledge and expertise in at least one asset class. The successful candidate will be a strong...and former industry professionals organized across each major alternative asset class, based in London, New York, Dallas, Singapore… more
- BlackRock (New York, NY)
- …management, law firm, public accounting, or similar roles + Expertise in the following areas: + Asset allocation + Asset location + Portfolio theory + Risk + ... or investment exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our clients, from wealth… more
- PNC (New York, NY)
- …certifications/licensures needed to be successful in this position. **Preferred Skills** Asset Allocation , Auditing Operations, Business Case Analyses, Credit ... a Chief Investment Office ALM Portfolio Management (IC) Managing Director within PNC's Asset & Liability Management organization, you will be based in New York City.… more
- Neuberger Berman (New York, NY)
- …and record notes and pertinent information from client meetings (ie strategy or asset allocation updates) + Review and process quarterly billing; includes adding ... updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values,… 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
- 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
- Lumen (Albany, NY)
- …and compliance. + Maintain and update CIM Board-level reports on asset allocation , performance data, and investment-related operational, actuarial, and ... and reporting in financial statements and internal reports. + Engage with asset managers to facilitate operational requirements and provide portfolio management and… more
- Neuberger Berman (New York, NY)
- …and record notes and pertinent information from client meetings (ie strategy or asset allocation updates) + Review and process quarterly billing; includes adding ... across a range of strategies-including equity, fixed income, quantitative and multi- asset class, private equity and hedge funds-on behalf of institutions, advisors… more
- Citigroup (Queens, NY)
- …Contribution (DC) retirement plans of a total $30 billion and advises on the Asset Allocation and Investment strategy for all the International Pension Plans. ... Interact daily with the Custodian to reconcile transaction, cash management and asset transfers. + Support the monthly and quarterly reporting processes through… more
- New York State Civil Service (New York, NY)
- …culture* Support leadership on ad hoc projects related to strategy development, asset allocation and market studies* Perform other duties and responsibilities ... in manager research, selection and monitoring, and experience with alternative- asset execution through the primary and secondary markets (incl. co-investments)*… more