- SMBC (Charlotte, NC)
- …of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional , and municipal clients. It ... or function. + Integrates subject matter and industry expertise within a defined area. + Evaluates moderately complex and variable issues with substantial potential… more
- MetLife (Whippany, NJ)
- …Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the world, with approximately $600 billion in ... At MetLife, we're leading the global transformation of an industry we've long defined . United in purpose, diverse in perspective, we're dedicated to making a… more
- CalSTRS (Sacramento, CA)
- …interpersonal and mentoring skills + Knowledge of management techniques related to institutional investment portfolios, including design and construction of an ... certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM),...dental and vision insurance + Paid holidays and a defined benefit retirement program + More than four weeks… more
- Regions Bank (Atlanta, GA)
- … (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Excellent ... + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager +...+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of… more
- Regions Bank (Birmingham, AL)
- … (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, ... + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager +...+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of… more
- Truist (New York, NY)
- …may work closely with Capital Markets, sales, and trading to help leverage the analyst 's research product into the institutional client base. 8. Depending on ... active dialog with representatives of covered companies. 9. May work closely with institutional buyside clients to help leverage the analyst 's research product,… more
- Regions Bank (Clearwater, FL)
- … (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, ... + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager +...+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of… more
- TD Bank (New York, NY)
- …also supports up to 10 bankers across title bands, from Managing Director to Analyst + Senior level of administrative support and performs diverse range of tasks ... Has autonomy and some discretion to make decisions within well- defined parameters + Role may also be involved with...accurate fashion for all team members, Managing Director to Analyst + The Executive Assistant must be available on… more
- University at Albany (Albany, NY)
- …The Massry School houses cutting-edge research centers including the Center for Institutional Investment Management (CIIM), the Center for Advancement & ... innovative educational programming. Currently, the department runs the Financial Analyst Honors Program (the only honors program in the...Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask,… more
- TD Bank (New York, NY)
- …functional or enterprise level. **Depth & Scope:** + Works independently as the senior analyst / subject matter expert and may coach and educate others + Considered ... due diligence, and implementation of initiatives and/or business operations within defined area of responsibility + Supports development and/or implementation of… more