• Private Wealth Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …executive strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary ... **Knowledge of** + Advanced concepts of private wealth management planning; investment management; and specialized products. + Advanced principles of banking, trust… more
    Raymond James Financial, Inc. (08/26/25)
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  • Advisor Consultant - Alternative…

    Nuveen Investments (MI)
    …8IC **Required Qualifications** + Minimum 5 years' experience in the investment management industry specifically within business development in the Alternative ... Series 63 **Preferred Qualifications** + 7+ years' experience in the investment management industry specifically within business development in the Alternative… more
    Nuveen Investments (07/24/25)
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  • Commercial Real Estate Investment Portfolio…

    Affinius Capital (San Antonio, TX)
    …exposure through interaction with stakeholders across the asset management, investment (development and acquisition), accounting, investor reporting, and capital ... and capacity forecasts. + Participate in the drafting and review of investment committee materials, including impacts to Fund performance and attributions. + Assist… more
    Affinius Capital (07/23/25)
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  • Lead Portfolio Analyst, Fixed Income, Global…

    T. Rowe Price (Baltimore, MD)
    …the firm. The Lead PA is primarily responsible for analyzing investment portfolios and developing in-depth institutional -level portfolio analysis, messaging, ... associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions. + Act as an authoritative investment resource for… more
    T. Rowe Price (08/21/25)
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  • Portfolio Advisor

    Wellington (Boston, MA)
    …in close partnership with other Business Development, Relationship Management, Consultant Relations, Product Management and Portfolio Management/ Investment ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on… more
    Wellington (06/20/25)
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  • Associate Director, Private Equity

    Zurich NA (New York, NY)
    …influence to effect positive outcomes for Zurich. + Prepare and present institutional quality and comprehensive memoranda for ZAAM Investment Committee, key ... AND + 3 or more years of experience in institutional asset management, investment accounting, financial planning,...an understanding of the liabilities that insurance companies write; consultant in a consulting firm in the areas of… more
    Zurich NA (07/27/25)
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  • Manager, Trading Technology

    Wellington (Boston, MA)
    **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary… more
    Wellington (09/02/25)
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  • Aladdin Client Engagement, Relationship Manager,…

    BlackRock (Wilmington, DE)
    …Aladdin Client Engagement, Associate ** **BlackRock's Aladdin Business** supports the investment process through the development, deployment and support of our ... enterprise investment management platform ( **Aladdin(R)** ), which is utilized...private markets client base is made up of external institutional asset managers, pensions, insurance companies, general partners, asset… more
    BlackRock (07/30/25)
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  • Manager, Trading Technology

    Wellington (Boston, MA)
    **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary… more
    Wellington (06/26/25)
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  • Asset Management - Fixed Income Portfolio Manager…

    JPMorgan Chase (Columbus, OH)
    …billion in fixed income assets under management. The client base consists of Institutional , Private Bank, High Net Worth, and Retail clients. As a portfolio manager ... Determine account & portfolio suitability of securities for participation in investment recommendations + Study market commentary, research opinions, and economic… more
    JPMorgan Chase (07/18/25)
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