- Jackson National Life Insurance Company (Nashville, TN)
- …projects as assigned. **Knowledge, Skills and Abilities** + Expertise in annuities, mutual funds , and other investment related sales strategies. + Expertise in ... Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The Director acts… more
- Bank of America (Palmetto, FL)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions * Recommends banking and… more
- Charles Schwab (Lone Tree, CO)
- …balance sheet management and strategy, portfolio and brokered deposit notional investment allocation decisions, balance sheet modeling and analytics, market risk ... management, ALM derivatives hedging activities, funds transfer pricing (FTP), and net interest income forecasting. The overall team manages fixed-income investments… more
- Republic Finance, LLC (Plano, TX)
- …deep dives, and special studies to identify cost drivers, savings opportunities, and investment needs. Project & Investment Management + Track and analyze ... cloud migrations, and infrastructure upgrades). + Monitor capital investments, committed funds , and actuals year-to-date, ensuring alignment with business goals. +… more
- JPMorgan Chase (Columbus, OH)
- …around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of financial strategies-equity, fixed income, cash ... achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally suited for team… more
- Nuveen Investments (New York, NY)
- …role in the management and growth of clients in the firm's CLOs and CLO Funds . They are embedded in and serve as an integrated member of Nuveen's Structured Credit ... GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This… more
- Kestra Financial (Wappingers Falls, NY)
- …report generation and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial and investment objectives; ... and/or Abilities + Strong understanding of financial services industry and diverse investment products + Basic computer skills (Outlook, Word, Excel and Power Point)… more
- SMBC (New York, NY)
- …the following industry sectors: Banks and Broker Dealers, Regulated and Alternative Investment Managers and Funds , Insurance Companies and Specialty Finance ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...experience in FIG, Capital Markets (ie DCM) or FIG Investment Banking SMBC's employees participate in a Hybrid workforce… more
- Stetson University (Deland, FL)
- …balances, making recommendations to senior management regarding balances and sufficiency of funds + Supervise and review bank and investment account ... entries + Assist with evaluating our banking program and short-term investment portfolio, identifying and implementing strategies for a more effective structure… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 ... fixed income, quantitative and multi-asset class, private equity and hedge funds -on behalf of institutions, advisors and individual investors globally. Tenured,… more