- FM (Waltham, MA)
- …This role will work closely with other Public and Private Markets PM's, the Asset Allocation , Strategy group, and Investment Operations. This key role ... Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO), and other senior Investments leaders and staff, across… more
- Neuberger Berman (New York, NY)
- …relevant trust-related experience + Strong investment expertise, including proficiency in asset allocation , asset location, and portfolio construction + ... Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, such as endowments,...asset concentrations + Overseeing and documenting the annual investment review process on behalf of Trust Officers and… more
- Citigroup (Queens, NY)
- …Defined Contribution retirement plans of a total $35 billion and advises on the Asset Allocation and Investment strategy for all the International Pension ... aspects of portfolio asset management across diverse sub- asset classes + Participate in new investment ...other duties and functions as assigned by the Chief Investment Officer (CIO), including reporting requirements on… more
- Raymond James Financial, Inc. (Columbus, GA)
- …requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation , and the selection of investments suitable to the ... some cases may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator...and tangible property and necessary court filings. . Confirms asset transfers and real estate recordings. . Secures date… more
- Neuberger Berman (New York, NY)
- …them with senior trust company officers if necessary. + Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax ... oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global institutional asset manager that provides creative solutions for those seeking capital in special situations. With more ... the team through the addition of a senior Compliance Officer . In this role, this individual will work closely...of regulatory compliance issues primarily in compliance with the Investment Advisers Act of 1940; . Support the CCO… more
- PNC (Pittsburgh, PA)
- …**):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined ... bench of investment professionals provide in-depth support and analysis on investment strategy, asset allocation , manager selection, and portfolio… more
- Principal Financial Group (Des Moines, IA)
- …for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** ... You'll Do** The Assistant Vice President & Chief Accounting Officer (AVP & CAO) is responsible for overseeing the...Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business… more
- Truist (Nashville, TN)
- …and PCG Portfolio Management Officer to help the team devise the appropriate asset allocation based on clients' goals, cash flow, etc. + Work closely with ... to the overall planning process to avoid ad hoc investment products and savings. + Development of the household...analysis, to include long term planning for retirement income. Asset /liability management and review is key to overall client… more
- Minnesota State (Red Wing, MN)
- …Closing Date (if designated).** **Working Title:** College Information Officer **Institution:** Minnesota State College Southeast **Classification Title:** MnSCU ... - $139,466.00 **Job Description** We are seeking a self-motivated, hands-on College Information Officer (CIO) to lead our small but dedicated IT team in a working… more