- JPMorgan Chase (Los Angeles, CA)
- …small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base ... and risk management philosophy of the firm + Ability to understand wealth management including, but not limited to: investing, trust and financial planning… more
- Bank of America (New York, NY)
- …Description:** The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial ... firm. Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance… more
- Scotiabank (San Francisco, CA)
- …+ A MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset . **Interested?** At Scotiabank, every ... Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing platform in… more
- Regions Bank (Atlanta, GA)
- …into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed ... accounts. **Primary Responsibilities** + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients… more
- Regions Bank (Birmingham, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed ... accounts. **Primary Responsibilities** + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients… more
- Truist (Atlanta, GA)
- …(preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified ... financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing economic,… more
- S&P Global (New York, NY)
- …issuers, new issuer ratings, managing issuer relationships as a primary analyst , investor interaction, and presenting credit views both internally and externally. ... presentation skills. Specifically, in this role, you will: + Act as the Primary Analyst for a portfolio of credits. + Conduct ongoing surveillance and make rating… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …Ensure compliance with TFA's Investment Policy and applicable laws. Manage asset allocation, risk budgets, and investment strategies for optimal performance. ... + Ensure compliance with investment policies and legal standards. + Oversee asset allocation, risk budgeting, and investment strategy. + Lead searches and… more
- Janus Henderson Investors (Denver, CO)
- …and world-class service. We will do this by protecting and growing our core business , amplifying our strengths and diversifying where we have the right. Our Values ... for those pursuing a career in account management or analyst relations, providing exposure to the many facets of...many facets of working with both internal stakeholders and wealth intermediary client firms. + Complete client requests both… more
- Bank of America (Frisco, TX)
- … asset allocation, and best practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** ... Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered… more