- Raymond James Financial, Inc. (Locust Valley, NY)
- …management tools. * Financial services news and data resource tools. * Investment management analytical tools. * Financial planning software tools **Ability ... obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make… more
- City National Bank (New York, NY)
- … investment portfolios. CNR provides investment research, portfolio management , macroeconomic outlook and strategic asset allocation to help clients ... and post-trade violations in a real-time environment through collaboration with the Investment Management and Trading teams. Conduct inquiries of violations and… more
- SitusAMC (New York, NY)
- …local - come join our team! Mesa West Capital, a subsidiary of Morgan Stanley Investment Management , is a commercial real estate portfolio lender with over $8 ... New York City office and will work within the Asset Management group in a collaborative team...receive a discretionary bonus as determined by bonus program guidelines , position eligibility and SitusAMC Senior Management … more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net ... our team of investment professionals and further strengthen the investment management , research, and portfolio construction capabilities of CIM's… more
- NBT Bank (Albany, NY)
- …from cash and adjusts holdings of new portfolios to comply with departmental guidelines with regard to asset allocation, sector weightings and security ... PowerPoint + Ability to develop and present sales proposals + Knowledge of investment markets, portfolio management , securities trading and trust industry Unique… more
- Amazon (New York, NY)
- …managed portfolios, ensuring compliance with established guidelines * Support the management of risk across our investment portfolios * Oversee the ... a Portfolio Manager to join its investments team, which oversees the active management of $60 - 70B in internally managed portfolios, performance of our externally… more
- TD Bank (New York, NY)
- …solutions and recommend standards against which others will operate + Interprets guidelines , standards, policies, and results of analysis to inform decision making ... maintain contacts with market participants + Demonstrates governance, control, and risk management behaviors in alignment with TD policies and practices + Adheres to… more
- S&P Global (New York, NY)
- …Management space + Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management ... the Asset Management and Wealth Management landscape, model portfolios/portfolio theory + Current or past...+ Current or past experience working in wealth and/or investment management with a focus on portfolio… more
- BlackRock (New York, NY)
- …fast, and we work with purpose. BlackRock is a world-class provider of global investment management , risk management and advisory services to institutional, ... other pooled investment vehicles, and the industry-leading iShares(R) ETFs. **Portfolio Management Group** Portfolio Management Group (PMG) sits at the heart… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... to be best-in-class. As an Associate in the Risk Management - Treasury and Chief Investment Office...rate scenarios. + Assist in the development and ongoing management of IRR limits, triggers, and guidelines .… more
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