- City National Bank (New York, NY)
- …proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and scenario analyses; Comparisons of ... *WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth...generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth… more
- Citigroup (Queens, NY)
- …Contribution (DC) retirement plans of a total $30 billion and advises on the Asset Allocation and Investment strategy for all the International Pension Plans. ... The Fixed Income Analyst will have as primary responsibility to analyze Fixed...presents recommendation to the CIO and the IIR for portfolio changes. + Works on fee payments to external… more
- Citigroup (New York, NY)
- …Equities. The main focus of this role is a coverage of a cross- asset portfolio risks arising from markets business/trading activities. **Key responsibilities ... Line of Defense team responsible for market risk across asset classes within Citi's Global Markets division. The team...of market risk and capital of the aggregated trading portfolio , as well as to optimize the business's return… 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. ... to the Private Assets Investment Officers and Operations in all aspects of portfolio asset management across diverse sub- asset classes + Participate in new… more
- Citigroup (New York, NY)
- … will have the opportunity to conduct bespoke strategic and tactical asset allocation , portfolio optimization and construction, risk identification, ... . This position would suit a proactive and energetic analyst with an analytical mindset and the ability to...regulatory policies. **EXPERIENCE AND QUALIFICATIONS:** * Knowledge of Modern Portfolio Theory, asset allocation techniques,… more
- TD Bank (New York, NY)
- …capital utilization, including risk-weighted asset (RWA) management and strategic asset allocation . + Funds Transfer Pricing: Understanding of FTP ... to optimize the balance sheet and to ensure capital allocation , liquidity, and risk management frameworks are aligned with...partner to leadership team on the management of the portfolio and financials, with deep industry, external / internal,… more
- Neuberger Berman (New York, NY)
- … portfolio analysis. Conduct special projects, including product development, asset allocation analyses, fund marketing and communications with investor. ... sector in the position offered, or as a Financial Analyst , or a related position. Must have two (2)...or analyzing investment committee materials for investment decision and portfolio analysis; Tax due diligence or tax analysis on… more
- Lincoln Financial (New York, NY)
- …key themes, opportunities, and risks in the markets broadly *Contribute to portfolio construction, investment allocation , and planning process. Help establish ... Glance** We are excited to bring on a Senior Analyst / Director in Alternative Investments. He/she will research,...recommendations, as well as monitor and manage the existing portfolio . The successful candidate will be able to demonstrate… more