- JPMorgan Chase (New York, NY)
- …accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager - Vice President, you will focus on partnering ... managed investment strategies. **Your responsibilities will include:** + Daily portfolio management tax-aware separately managed account (SMA) portfolios, with the… more
- JPMorgan Chase (New York, NY)
- …+ CFA Charter-holder preferred + Ideal experience as a research analyst, portfolio manager or banker JPMorganChase, one of the oldest financial institutions, ... team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Neuberger Berman (New York, NY)
- We are looking for a Product Marketing Manager to play a pivotal role in developing and executing global marketing strategies for our equity investment products. ... of equity markets, investment products, and the distinct needs of both institutional and intermediary channel partners. You will collaborate closely with investment… more
- BlackRock (New York, NY)
- …and tailor investment solutions to high net worth/ultra-high net worth and institutional clients. We are seeking a highly experienced leader with deep expertise ... with direct experience in SMA technology, Aladdin implementations, and portfolio lifecycle ( portfolio construction, trading, compliance, post‑trade). +… more
- JPMorgan Chase (New York, NY)
- …technical and business areas + A passion for problem solving and improving the portfolio manager and client experience. + High attention to detail, strong ... of class" sourcing and offerings of non-traditional investment strategies to Institutional , Private Banking and Wealth Management clients. A disciplined selection… more
- New York State Civil Service (Albany, NY)
- …management or risk analytics at a top tier financial services firm or institutional asset manager .Experience applying portfolio management tools and concepts ... two years of experience in one of the following: portfolio management, manager selection of investment research,...experience; successful completion of all three levels of the CFA exam may substitute for one year of experience;… more
- NYSTRS (Albany, NY)
- …analytics at a top tier financial services firm or institutional asset manager . + Experience applying portfolio management tools and concepts including risk ... two years of experience in one of the following: portfolio management, manager selection of investment research,...experience; successful completion of all three levels of the CFA exam may substitute for one year of experience;… more
- Wellington (New York, NY)
- …markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of ... transitions including new mandate fundings, terminations, all asset-in-kind flows and product/ portfolio changes with an emphasis on operational risk management and… more
- Wellington (New York, NY)
- …relative value commentary. This work will support investment recommendations that help shape portfolio manager decisions and add value to client portfolios. The ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...other credit analysts, equity analysts who cover similar industries, portfolio managers, traders, and macro strategists. The role may… more
- Zurich NA (New York, NY)
- …to conduct extensive diligence / referencing.Develop relationships with the intermediaries, portfolio companies, managers, and other limited partners to improve ZAAM ... to effect positive outcomes for Zurich. + Prepare and present institutional quality and comprehensive memoranda for ZAAM Investment Committee, key stakeholders,… more