- State of Colorado (Denver, CO)
- …Overview The Portfolio Administrator is responsible for overseeing operations, reporting, and compliance for the Public School Fund Investment Board (PSFIB) and ... the Educator First Home Ownership Program. + Develop and maintain systems for investment performance tracking, reporting, and compliance monitoring. + Ensure … more
- Banco Popular Puerto Rico (San Juan, PR)
- … investment strategies. The Financial Consultant must also ensure compliance with industry regulations and internal policies while maintaining strong and ... (Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management Analyst (R)), CPWA(R) (Certified Private Wealth… more
- Commerce Bank (St. Louis, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... to manage a team of Portfolio Managers, Portfolio Management Associates and Investment Assistants. This position will be responsible for the team attaining financial… more
- Wellington (Boston, MA)
- …for 40 Act funds as well as for funds in Cayman and Bermuda. * Ensure compliance with the Investment Company Act of 1940 and other relevant regulations. * ... those of our clients. **About the Role** POSITION This analyst role, working in collaboration with other analysts and...and alternative strategies. As a private partnership whose sole business is investment management, our long-term views… more
- Capital One (Chicago, IL)
- …(Hybrid) We are looking for a customer focused, inquisitive Principal Financial Analyst to join Discover Global Payments Network (GPN) Finance and support the ... Payments organization. You will support multiple business leaders and influence decisions for the Network's platforms, capabilities, operations, modernization… more
- City National Bank (Houston, TX)
- …10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S IN IT FOR YOU?* *Compensation*Starting ... Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to... strategies as needed. * Attend client meetings. * Business Development * Work with advisors to acquire new… more
- Commerce Bank (Columbia, MO)
- …in client assets. Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a ... ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations + Provide… more
- Noblis (Atlantic City, NJ)
- …Acquisition Specialist, Investment Planning and Analysis Specialist, Financial Analyst , Business Analyst **Communications, Policy & Training:** ... Order Manager, Principal Program Management Specialist, Strategic Planner, Scheduler, Program Analyst , Program Control Analyst **Acquisition, Investment &… more
- Zurich NA (New York, NY)
- …+ Experience in one of the following areas: Asset management company or investment department of an insurance company; financial analyst , financial engineer, ... work collaboratively alongside his / her colleagues in ZAAM, Zurich colleagues in other business units, and key stakeholders. At the direction of the Head of Private… more
- Scotiabank (Dallas, TX)
- …and Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin ... Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic...the overall success of the US IS&C's governance, regulatory compliance , and risk program. This role requires a seasoned… more