- US Bank (Oak Lawn, IL)
- …research, and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client's ... empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance… more
- JPMorgan Chase (Chicago, IL)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of… more
- First Horizon Bank (Chicago, IL)
- …interest rate derivatives, loan trading and consulting, asset liability management , portfolio accounting, and institutional investment advisory to assist ... customers are primarily banks and credit unions, but may include money managers, investment funds and other participants in the loan marketplace. The FHN Financial… more
- Charles Schwab (Chicago, IL)
- …for this role to work on site in the specified location(s). Wealth and Asset Management (WAM) Engineering is an organization within Schwab Technology Services ... aligned to support the technology needs of Schwab Asset Management (SAM), Wealth & Advice Solutions...supporting a suite of on-premise, Saas and on Cloud Investment Management systems and working closely with… more
- City National Bank (Chicago, IL)
- …CFA - Charter Financial Analyst * Master's Degree * A minimum of 10 years of investment management experience * FINRA Series 7 and 66 licenses (or ability to ... investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors...strategies to achieve investment goals. * Structure investment portfolios and rebalance asset allocation within… more
- BlackRock (Chicago, IL)
- …to deliver a full range of asset management , risk management and advisory services supporting our clients' investment objectives. **Job Description:** ... role** **BlackRock Overview:** BlackRock is a global leader in investment management , risk management and...solutions for their advisory and delegated clients across all asset classes. GCR is seeking an Analyst to serve… more
- Neuberger Berman (Chicago, IL)
- …Neuberger Berman Group LLC: **_Neuberger Berman_** is an independent, employee-owned, global asset management firm, serving the financial needs of institutional ... (Aladdin and Clearwater) **Qualifications:** + 10+ years of experience in insurance and/or asset management + Experience managing third party insurance assets +… more
- KeyBank (Chicago, IL)
- …provide advice relating to asset allocation and the execution of overall investment strategy. + Works within the relationship management team to introduce ... asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. + Reviews portfolios to analyze ...Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a… more
- AON (Chicago, IL)
- …and collaboratively in a team-oriented environment + Basic understanding of the asset management industry and securities markets, as well as knowledge ... you a Compliance Analyst with experience within a SEC-registered investment adviser? This could be a phenomenal opportunity for...in a team-oriented environment + Basic understanding of the asset management industry and securities markets, as… more
- Neuberger Berman (Chicago, IL)
- …experience preferably in interest rate markets (bonds and derivatives) within an asset management , hedge fund, or sell-side environment. + Strong understanding ... factors to inform trading decisions and portfolio positioning. + Support the investment grade team in portfolio construction, risk management , and performance… more