- Raymond James Financial, Inc. (Locust Valley, NY)
- …knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with ... * Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. * Presents or… more
- Aflac (New York, NY)
- … with both total-return and income lenses + Economic Scenario Generation and Portfolio Optimization + Tactical Asset Allocation + Support capital ... Associate, Quantitative Analyst The Company: Aflac Asset Mgt....income. As of year-end 2024, Aflac's total general account portfolio was approximately $100 billion. The investment teams support… more
- Bank of America (New York, NY)
- …by delivering timely, innovative solutions * Possesses business acumen and understands asset allocation , portfolio construction, and manager selection, and ... process by aligning with our investment outlook across strategic and tactical asset allocation , sector and security selection, and thematic investing. The… more
- Bank of America (New York, NY)
- …maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset ... Private Markets Due Diligence Analyst New York, New York;Boston, Massachusetts **To proceed...strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management… more
- Citigroup (Queens, NY)
- …Defined Contribution retirement plans of a total $35 billion and advises on the Asset Allocation and Investment strategy for all the International Pension Plans. ... **Responsibilities:** + Conducts portfolio analysis using risk tools and analytical tools +...portfolio + Manage various quantitative analysis across different asset classes + Appropriately assess risk when business decisions… more
- Citigroup (New York, NY)
- …liquidity portfolios globally, including the development of the overall asset allocation strategy and process. The Rates Portfolio Management team within CTI ... has responsibility for short-term funding, global USD cash pooling, legal entities' money position and funding, Citi Treasury's global government, government-backed/agency and government-backed mortgage securities portfolios and primary responsibility for… more
- Neuberger Berman (New York, NY)
- …Conduct statisticalanalysis and developsophisticatedquantitativefinancialmodels used for asset allocation and security selection. + Perform portfolio ... income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a...+ Build financial models to perform back tests on asset allocation and security selection strategies. +… more
- City National Bank (New York, NY)
- …of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and financial ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the...the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) *… more
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