- Raymond James Financial, Inc. (Locust Valley, NY)
- …duties and responsibilities as assigned. **Knowledge of** + Software necessary for portfolio analysis. + Investment concepts, practices and procedures used in ... Advisors. + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. + Assists… more
- JPMorgan Chase (New York, NY)
- …and excellent communication abilities. **Job Responsibilities:** + Assist in the portfolio management efforts across all discretionary investment programs, ... experience in private markets investing, with a focus on portfolio management or investment due diligence + Robust analytical proficiency, particularly in Excel,… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Director, Client Portfolio Manager to join our Investment Solutions team. In this role, you'll contribute to the delivery ... of relevant experience, including proven success in roles such as client portfolio manager, commercial product specialist, investment consultant, investment … more
- Bank of America (New York, NY)
- …updates** **Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns** **Assesses and shares ... Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management… more
- Publicis Groupe (New York, NY)
- …as a central point of contact for clients and internal teams for the client investment portfolio . + Speak fluently to multiple media channels, calling on deep ... kinds. **Overview** As **VP/Director, Cross Channel Investments** , you will provide investment leadership across all paid media channels, including but not limited… more
- Aflac (New York, NY)
- …the monitoring and oversight requirements for the investing of an insurance company investment portfolio . This position will collaborate across the GI ... income. As of year-end 2024, Aflac's total general account portfolio was approximately $100 billion. The investment ...account portfolio was approximately $100 billion. The investment teams support GI's overall goals and objectives by… more
- Citigroup (New York, NY)
- …experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio Management **Time Type:** Full time **Primary Location:** ... and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of investment... Portfolio Manager to join our team of investment professionals and contribute to the investment … more
- Principal Financial Group (New York, NY)
- …in fixed income and equities. + Provide independent and objective assessments of investment related portfolio risks to help identify areas of potential exposure, ... related work experience in the asset management industry or investment industry in risk management or portfolio ...or investment industry in risk management or portfolio management + Broad knowledge of financial and … more
- NBT Bank (Syracuse, NY)
- …+ Ability to develop and present sales proposals + Knowledge of investment markets, portfolio management, securities trading and trust industry ... allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes adjustments as… more
- Citigroup (New York, NY)
- …the Head of Portfolio Strategy. This role is focused on developing investment insights across asset classes, supporting the communication of CIO house views, and ... assumptions + Support the translation of macroeconomic and market insights into portfolio implications and investment recommendations + Develop and maintain… more