- BMO Financial Group (AZ)
- …to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial ... experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank.… more
- Lincoln Financial (Radnor, PA)
- …team. You will act as a key resource regarding quantitative research, investment analytics, and risk management to internal/external stakeholders. You will generate ... investment portfolio analytics and enhance investment and...evaluate, oversee, and due diligence of external quantitative asset managers/ funds . + You will identify and recommend hedging/risk management… more
- MetLife (Whippany, NJ)
- …for the potential investment opportunity and allocation to Metlife managed investment funds * Leveraging in-house built models and applying appropriate ... Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the… more
- Zions Bancorporation (Las Vegas, NV)
- …is located in Las Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works closely ... team members, especially wealth advisors, to solicit new business and service existing investment clients. The PM is also expected to contribute to investment … more
- Brookfield Properties (Charleston, SC)
- …and build various in-house real estate cashflow models to evaluate and forecast investment performance at fund and/or market level for single-family rental and ... financial models for cashflow projections, valuation, and ad hoc analyses related to fund and corporate financial performance. The position is a great opportunity to… more
- JPMorgan Chase (Chicago, IL)
- …Specialist team is responsible for driving awareness and adoption of short-term investment solutions including Money Market Funds , Brokered CDs, Ultrashort Bond ... Funds , Mutual Funds , Treasuries, Managed Bond Ladders as well as Banking...the opportunity to promote awareness and adoption of short-term investment solutions, work on strategies to attract and retain… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- JPMorgan Chase (New York, NY)
- …equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is ... share and compare ideas around the globe. Our equity investment processes are founded on tried and tested ...assist in the management of regional and global analyst funds **Required qualifications, capabilities and skills:** + 3 +… more
- Eastern Bank (Boston, MA)
- …+ Communicates with an assigned set of clients to ascertain investment objectives and constraints, establish appropriate asset allocation, recommend and implement ... + Assists in new business development process by giving investment presentations to individuals and institutional prospects. Readily and...+ May participate in periodic analysis of external managers, funds , or exchange traded funds (ETFs) to… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and ... investment teams, with access to a deep breadth of...tasks. + **Account Maintenance** : Perform tasks such as funds disbursements, name/address changes, charitable gifting, ACATS and DTC… more