- WM (Emelle, AL)
- …the Market's strategic capital budget, ensuring effective use of the budget through asset allocation ; ensures appropriate spare ratios and asset disposal. ... + Executes necessary precautions to ensure safety and compliance with Company, OSHA, and other standards and regulations. + Ensures thorough root cause investigations for all injuries and incidents, following-up with consistent discipline and retraining. +… more
- Truist (Newtown, PA)
- …knowledge of a broad range of personal financial planning/advisory and investment management/ asset allocation concepts and understanding of retail credit and ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life… more
- JPMorgan Chase (Seattle, WA)
- …+ Assist with the development of investment policy statements and advice on asset allocation + Build excellent working relationships with internal clients + ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- JPMorgan Chase (Phoenix, AZ)
- …client base + Advise clients on their overall balance sheet, including asset allocation , investment management, wealth planning, credit and banking needs ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- City and County of San Francisco (San Francisco, CA)
- …Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... of investments. + Work closely with SFERS' real assets consultants to achieve asset class goals and manage the portfolio in accordance with the Strategic Plan.… more
- Janus Henderson Investors (New York, NY)
- …plus 3 years of experience. Required skills: fixed income portfolio optimization and asset allocation ; quantitative research and strategy for asset classes ... such as high yield or corporate credit; developing and back-testing quantitative strategies for trading portfolios, leveraging machine learning to develop new pricing and alpha models; quantitative strategies for bond analytics; and programming using Python,… more
- Janus Henderson Investors (Denver, CO)
- …of start date + Financial Acumen: Understanding of financial markets, investment products, asset allocation , and asset management + Sales Skills: Ability ... to develop and maintain relationships with national accounts, which include large wealth intermediaries such as independent broker-dealers, wirehouses, custodians, TAMPs, and RIAs. Skills in negotiation and persuasion are also important + Communication Skills:… more
- JPMorgan Chase (New York, NY)
- …**Required Qualifications, Capabilities and Skills** + Bachelor's Degree + Strong knowledge of Asset Allocation and Portfolio Construction + SIE, Series 7, and ... in financial services industry with 6+ years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment… more
- Kestra Financial (Fort Worth, TX)
- …of a large book of business including managing client needs regarding service, asset allocation , case design and financial planning * Responsible for client ... and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not… more
- Kestra Financial (Cypress, TX)
- …of a large book of business, including managing client needs regarding service, asset allocation , case design, and financial planning + Consult with clients ... report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may… more
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