- PNC (Houston, TX)
- …have an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, ... Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and corporations. Responsibilities include relationship management with… more
- Scottish Rite for Children (Dallas, TX)
- …investment analysis, attribution analysis, and manager due diligence, for an institutional investment portfolio of equities, fixed income, and alternatives ... equity, private credit, and hedge funds. The position supports senior investment office staff and has broad...and has broad exposure to the workings of an institutional investment office. Finance or related degree… more
- Scottish Rite for Children (Dallas, TX)
- …including risk decomposition, guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and ... position has broad exposure to the workings of an institutional investment office. Finance or related degree...investment office such as an endowment, foundation, or pension plan. + Strong background in investment … more
- Comerica (Dallas, TX)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success ... of the Wealth & Institutional Management business unit by building and maintaining a...custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities… more
- USAA (San Antonio, TX)
- …develop, maintain, and enhance relationships with existing and future institutional distribution partners. Promotes revenue growth through frequent executive-level ... include prioritization. + Develops and nurtures relationships with external institutional distributors' product gatekeepers, sales force, operations teams, and other… more
- PNC (Dallas, TX)
- …and approving overall investment model, distributing fund-level information to institutional investors and senior management, and participating in the fund ... performance. Performs working capital reserve analysis and recommends fee recognition and distribution. Participates in specific conversations with investors.… more