- City and County of San Francisco (San Francisco, CA)
- …management , innovative investment strategies, the capital markets, and the asset management industry. Specific and essential functions of this position ... position of Investment Officer ("IO") for its Asset Allocation, Risk Management , and Innovative Solutions...your information will be kept confidential according to EEO guidelines . The City and County of San Francisco encourages… more
- Charles Schwab (San Francisco, CA)
- …The Investment Guidelines Oversight Manager will be part of Schwab Asset Management (SAM). The overall SAM team is passionately committed to providing ... clients' best interest. It is the mission of the Investment Guidelines Oversight team to protect our...an investment oversight function + Experience with investment management systems, especially Blackrock Aladdin, is… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes… more
- T. Rowe Price (Baltimore, MD)
- …in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide ... investment activities. This includes account customization, interpreting account guidelines , resolving compliance issues and overseeing performance composites. The… more
- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... on the business. Create a plan to deliver and review financial policies, guidelines , and protocols to ensure the company complies with regulations and good financial… more
- Edward Jones (St. Louis, MO)
- …each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. + Daily monitoring of liquidity ... & Co, LP ("Edward Jones") is seeking a Fund Investment Guidelines Senior Analyst for our Proprietary...10+ years of related experience in asset management industry focusing on regulatory, securities, or investment… more
- BlackRock (Atlanta, GA)
- …in this role: **New account coding** - interpreting the client's investment guidelines from the completed Investment Management Agreement (IMA) and ... will be primarily responsible for interpreting and analyzing the investment guidelines of our clients and coding...the following skills:** + Experience of working in the investment management industry and knowledge of … more
- Principal Financial Group (New York, NY)
- …risk analytics tools & systems that will deliver the outputs for the developmentappropriate investment strategies. Principal Asset Management is the global ... of regulatory capital frameworks such as Solvency II, NAIC guidelines , and IFRS 17 for proposed investment ...+ Bachelor's degree + 10+ years of experience in investment management , insurance asset … more
- Equitable (New York, NY)
- … Investment Officer-a single, integrated leadership role encompassing strategic investment management , asset -liability oversight, and manager ... alignment. + ** Investment Policy & Compliance** : Create and maintain investment guidelines , establish risk limits, and ensure compliance with regulatory… more
- First Horizon Bank (Brentwood, TN)
- …Fiduciary and Risk Committee, ensuring alignment with compliance and risk management guidelines . * Business Development Alignment: * Collaborate closely ... degree in Finance, Economics, or related field. * Extensive experience in investment management , committee leadership, and client-facing roles. * Strong… more