- Raymond James Financial, Inc. (St. Petersburg, FL)
- …role in developing, improving, and evaluating quantitative models that directly support investment decision-making and portfolio management . This is a hands-on ... + Performance measurement and attribution methodologies. + Django framework for database management . + Advanced investment concepts and practices in the… more
- US Bank (Watsonville, CA)
- …research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's ... excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment ...Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products… more
- The Hartford (Wayne, PA)
- …+ A bachelor's degree: MBA or CFA preferred + 10+ years of experience in investment management or financial services, with a focus on client relationship ... Overview of the role: The Head of Strategic Relationship Management (SRM) is a key member of Hartford Fund's...long-term partnerships by aligning client needs with the firm's investment solutions and services. This role can be based… more
- Scotiabank (Houston, TX)
- …you?** Global Banking and Markets (GBM) provides a full range of credit, risk management and investment banking products and services relevant to the financing ... of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital… more
- Regions Bank (Clearwater, FL)
- …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
- Mizuho Corporate Bank (New York, NY)
- …reports and responding to audit inquiries. Key Responsibilities: Credit & Portfolio Management + Monitor the credit quality of borrowers; promptly report any changes ... to the Credit Department and Management . + Prepare recommendations on borrower requests with thorough...internal policies and procedures. + Communicate adverse developments to Management in a timely manner. + Maintain strong relationships… more
- JPMorgan Chase (Columbus, OH)
- …of financial sales experience + Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships + Proven ... JP Morgan Asset & Wealth Management , is a global leader in investment and wealth management . Its clients include institutions, high-net-worth individuals and… more
- Nuveen Investments (New York, NY)
- …Client Relationship Management , Due Diligence, Financial Analysis, Financial Risk Management , Investment Management , Investment Strategy Acumen, ... support the financial business decisions and development of the organization's portfolio management activity. + Reviews and approves investment memorandums and… more
- JPMorgan Chase (New York, NY)
- … decision-making process. As a Quant Research Product Owner on the JPM Asset Management Investment Platform team, you will lead the vision, roadmap, and delivery ... backtesting, portfolio optimization, and analytics. + Knowledge of financial products and investment management processes across asset classes. + Proficiency in… more
- Nuveen Investments (Philadelphia, PA)
- …a deep understanding of financial markets and a tailored approach to investment management . This role involves strategic thinking, trust-building with clients, ... broader investment approaches. **Key Responsibilities and Duties** + Lead investment management for high-value client relationships with sophisticated needs.… more