- Neuberger Berman (New York, NY)
- …team, focusing on risk measurement, attribution, and analysis for a range of portfolio management teams. You will contribute to the development and maintenance of ... the investment strategies across fixed income and equity for portfolio management teams + Maintain and run, both, regular...compliance + Progress towards professional certifications such as FRM, CFA , CAIA or similar is a plus LI-MB1 LI-Hybrid… more
- S&P Global (New York, NY)
- …a global client base, during each project development phase. + Perform portfolio construction, back-testing, and quantitative analysis of various index strategies. + ... able to clearly communicate toa number of internal and external stakeholders. Hiring Manager Quote: This role provides a wonderful opportunity to develop and enhance… 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 ... Equity. + Perform regular investment and risk monitoring on portfolio activities under assigned coverage and leverage technology and...in finance or an MBA. + Progress toward the CFA designation. + Experience in one of the following… more
- Neuberger Berman (New York, NY)
- …focusing on risk measurement, attribution, and analysis for a range of portfolio management teams. The role also covers regulatory Liquidity Risk monitoring for ... coverage and analysis of the investment strategies across asset classes for portfolio management teams. For Multi-Asset Class strategies, this will also include… more
- Bank of America (New York, NY)
- …and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by ... and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and… more
- Neuberger Berman (New York, NY)
- …regulations + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients + **Client Support** : Offer daily support ... trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc. + **Account… 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 ... business intelligence solutions designed to improve the day-to-day business for portfolio managers, clients, and advisors, and enable the broader scalability goals… more
- UMB Bank (Albany, NY)
- …Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact ... a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully understand market narrative, manager … more
- BMO Financial Group (New York, NY)
- …and understand the qualities of different equity derivatives to optimize portfolio 's positions under different market scenarios. + Provide pricing, liquidity, and ... combination of education and experience. + Degree in Engineering/Mathematics/Statistics, CFA preferred. + Strong understanding on equity market structure, index… more
- JPMorgan Chase (New York, NY)
- …teams in various forums + Know the portfolios you represent as if you are the Portfolio Manager ("PM"). You will be fully integrated with the investment team to ... market opportunities. **Job Responsibilities** + Work closely with the CIO, portfolio managers and other Investment specialists throughout the US and internationally… more