- City National Bank (Houston, TX)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * Bachelor's Degree * Minimum 7 years of financial experience preferably in Investment Management * 3 years of experience in the High Net Worth or Ultra… more
- BlackRock (New York, NY)
- …this role** BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, ... governments, and individuals worldwide. We offer a wide range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and… more
- BlackRock (New York, NY)
- …this role** BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, ... governments, and individuals worldwide. We offer a wide range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and… more
- Vanguard (Malvern, PA)
- The Investment Strategy Group, within the Investment Management Group, is comprised of researchers with specialization in economics, psychology, business, ... finance, data science, Advice Methodology, and more. The Investment Strategy Group develops and maintains key elements of Vanguard investment methodology. This… more
- Regions Bank (Indianapolis, IN)
- …and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and developments in the ... Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** +… more
- Robert Half Finance & Accounting (Santa Fe, NM)
- …to finance team members, fostering skill development in financial analysis and investment management . * External and internal audits. Requirements * Active ... Investment Accountant/CPA to oversee fund accounting, financial reporting, and investment portfolio management for public funds. This role is based in Santa… more
- S&P Global (New York, NY)
- …benchmarking solutions. You will work with raw data inputs submitted by investment management firms, including asset allocation details, performance returns, and ... **About the Role:** **Grade Level (for internal use):** 10 **The Team:** ** Investment & Benchmarking data Owner, Global Index Management & Production Group… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …known for its collaborative culture and long-standing excellence in the investment management industry. For additional information and consideration, contact ... 35+ year established financial advisory firm-managing over $20 billion in assets under management (AUM)-in the search for a Senior Investment Performance Analyst… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …management team. This role is essential to the smooth execution of our investment management process and offers a unique blend of technical responsibility and ... and rebalancing tools (eg, Tamarac) + Background in wealth management or Registered Investment Advisor (RIA) firms + Exposure to automation or scripting… more
- BMO Financial Group (Barrington, IL)
- …exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works ... proposals and participates in meetings with prospects/clients. + Provides investment management , fiduciary expertise and strategic leadership for business,… more