• Analyst , Asset Management

    Quality Technology Services, LLC (Duluth, GA)
    …resourceful and mission driven. Together, we do great things. Who You Are: The ** Analyst , Asset Management** will be responsible for helping its team create and ... support financial forecasts for existing assets. The Analyst , Asset Management will play an integral role in the on-going asset management and strategic,… more
    Quality Technology Services, LLC (09/16/25)
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  • Premier Banker/Advisor- In Market Virtual

    Truist (Savannah, GA)
    …the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing ... of a broad range of personal financial planning/advisory/insurance and investment management/ asset allocation concepts and understanding of retail credit and… more
    Truist (10/16/25)
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  • Investment Portfolio Manager

    Regions Bank (Atlanta, GA)
    …related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports. + Learn the Regions Client ... into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed… more
    Regions Bank (10/07/25)
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  • Director of Investments, Real Estate and Real…

    Emory Healthcare/Emory University (Atlanta, GA)
    …recommendations and monitors the management of an $11 billion endowment. + Conducts asset allocation studies and Monte Carlo simulations, as requested. + ... + Adjusts funding levels as appropriate. + Provides mentoring to analyst (s) performing Investment Analysis. + Participates in the creation and development… more
    Emory Healthcare/Emory University (10/02/25)
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  • Senior Lead Wealth Planning Strategist

    Wells Fargo (Atlanta, GA)
    …education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, ... business succession, asset protection, and estate and wealth transfer strategies +...or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred + Deep experience with clients… more
    Wells Fargo (10/01/25)
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  • Investment Consultant (External Wholesaler)

    City National Bank (Atlanta, GA)
    …knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and ... travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and… more
    City National Bank (08/24/25)
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