- Commonwealth of Pennsylvania (PA)
- …THE POSITION Are you seeking challenging and meaningful work overseeing external investment manager relationships? Do you have investments experience and want ... passed + Chartered Alternative Investment Analyst (CAIA): 1 year + Financial Risk Manager (FRM): 1 year per level passed + Professional Risk Manager (PRM): 1… more
- Atlantic Health System (NJ)
- …activities, including new funding events and redemptions. + Assess the accuracy of investment manager fees against agreed upon manager contractual ... diligence process. + Utilizing the custodial compliance platform, monitor compliance of investment portfolios for established investment manager guidelines.… more
- Morgan Stanley (Purchase, NY)
- …and monitor asset allocation models and single-security model portfolios * Perform investment manager due-diligence on traditional and alternative funds * ... multiple proprietary frameworks, whose conclusions guide the GIC, our manager due-diligence teams, and Firm-discretionary investment processes. Moreover,… more
- City of New York (New York, NY)
- …of existing investment managers; - Oversee and document the ongoing investment manager due diligence process; - Preparing and presenting decision-making ... Committee and Boards of Trustees; - Drafting, maintaining and revising investment manager guidelines and providing input for policy statements, as needed; -… more
- Bank of America (Pennington, NJ)
- …the Firm'sclients.Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment / manager ... Internal Investment Advisory Specialist Pennington, New Jersey **Job Description:**...make a difference. Join us! **Job Description:** The Internal Investment Advisory Specialist (IIAS) will support Financial Advisors, Client… more
- Bank of America (Pennington, NJ)
- …by our Chief Investment Office that revolves around portfolio construction, investment / manager selection, asset allocation and best practices for creating a ... Investment Advisory Specialist Pennington, New Jersey **Job Description:**...Specialist Pennington, New Jersey **Job Description:** The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …for tracking periodic investment managers' reviews by third party and independent investment manager searches. * Generates periodic reports on investment ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
- WellSense (Boston, MA)
- …**Reconcile monthly investment portfolio information from custodian to general ledger and investment manager reports for WellSense GAAP and STAT set of books ... Investment Staff Accountant WellSense Health Plan is a...oriented work ethic is critical to this role. Our Investment in You: . Full-time remote work . Competitive… more
- Truist (Mclean, VA)
- …a primary source for investment communication. The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of ... of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with ...Investment Analyst (IA) is responsible for working with Investment Managers and the Investment Advisory Group… more
- Nuveen Investments (Charlotte, NC)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of ... ** Investment Accountant II** The Investment Accountant II ensures that investment accounting policies and procedures are correctly applied to accounting… more