• Key Private Bank Senior Portfolio Strategist

    KeyBank (Pepper Pike, OH)
    …Principals of an open architecture platform. + Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy ... client. + Confers with clients other advisors to provide advice relating to asset allocation and the execution of overall investment strategy. + Works within the… more
    KeyBank (12/11/25)
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  • Analytics Manager, Pension Investments (Hybrid)

    RTX Corporation (Farmington, CT)
    …Design and maintain interactive dashboards in Tableau that provide transparency into asset allocation , performance, liquidity, and risk exposures across pension ... Perform data analysis to identify trends and support portfolio management, asset allocation , and performance evaluation. Deliver actionable insights to… more
    RTX Corporation (12/11/25)
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  • Analyst, Investment Solutions

    Principal Financial Group (Des Moines, IA)
    …Investment Officer (OCIO) solutions to clients. Responsibilities Include: + **Implement Asset Allocation Changes:** Execute ad-hoc allocation adjustments ... Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment… more
    Principal Financial Group (11/26/25)
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  • Investment Portfolio Associate

    Raymond James Financial, Inc. (Birmingham, MI)
    …obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make ... + Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. + Assists in… more
    Raymond James Financial, Inc. (11/14/25)
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  • Investment Manager II

    Truist (Tampa, FL)
    …client investment portfolios; develop investment strategy - inclusive of asset allocation , investment implementation, and portfolio construction. Effectively ... the client's unique situation. Execute on strategic and tactical asset allocation . 5. Manage the daily trading activities in discretionary, non-discretionary,… more
    Truist (10/18/25)
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  • Investment Analyst - Portfolio Construction

    FM (Waltham, MA)
    …the investment platform. + Apply quantitative and analytical techniques to support asset allocation , portfolio construction, and risk management across the total ... portfolio construction, risk management, and investment strategy across major asset classes. It would require helping build and produce...portfolio and individual asset classes. + Monitor and evaluate portfolio performance, attribution,… more
    FM (01/13/26)
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  • Client Manager

    City National Bank (Beverly Hills, CA)
    …with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage ... and review materials. * For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National… more
    City National Bank (01/10/26)
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  • Student Employee

    United States Steel (Pittsburgh, PA)
    …stakeholders + Collaborate with team members on special projects related to asset allocation , tactical investments, and implementation of strategies + ... offers a unique opportunity to gain hands-on experience in the asset management industry, working alongside seasoned professionals to support various aspects… more
    United States Steel (01/02/26)
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  • Vice President, Client Reporting & Analytics…

    Neuberger Berman (Chicago, IL)
    …statistics and fixed income portfolio and market data, including performance data, asset allocation , and attribution analytics, identifying data that does not ... a variety of strategic and tactical projects across the asset class spectrum. Provide portfolio analysis, reporting and presentations...any field plus five (5) years of experience with asset management in the position offered, as a Financial… more
    Neuberger Berman (12/31/25)
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  • Private Markets Due Diligence Analyst

    Bank of America (Boston, MA)
    …robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes), ... and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence teamincludes investment manager research, sourcing, and selection… more
    Bank of America (12/22/25)
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