- HUB International (Scottsdale, AZ)
- …existing book of business. + Prepare and interpret financial document summaries, investment performance reports, and income projections for clients. + ... wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and recommend an appropriate strategy. You will be… more
- Huntington National Bank (Naples, FL)
- … investment objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for ongoing customer ... Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large and complex… more
- T. Rowe Price (Baltimore, MD)
- …of low to moderate complexity. Example activities include: researching and analyzing investment and performance data; generating bespoke investment -, risk-, ... asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset… more
- T. Rowe Price (Baltimore, MD)
- …within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment , ... asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset… more
- CIBC (Boston, MA)
- …diligence efforts across a variety of asset classes, as well as investment monitoring, performance reporting, operational process management, and market ... provide clients with access to public and private market investment opportunities across asset classes, backed by deep expertise...and innovation in our research process to target superior performance . We serve in a fiduciary capacity for our… more
- T. Rowe Price (Baltimore, MD)
- …clients based on individual needs, Example activities include; researching and analyzing investment and performance data; ensuring coordination of responses on ... asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset… more
- JPMorgan Chase (Jacksonville, FL)
- …to Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding and training, and ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
- Publicis Groupe (Atlanta, GA)
- …We've been leading the charge in the affiliate industry from day one-establishing performance marketing and paving the way for future innovations. We're known for ... CJ (formerly Commission Junction) stands as the most trusted name in performance marketing. We specialize in building partnerships between top brands and reputable… more
- Charles Schwab (Westlake, TX)
- …separately managed account management. + Ensure production of material for quarterly investment risk and performance meetings. + Be responsible for identifying, ... management. + Experience with market risks monitoring including the use of investment risk metrics, performance and risk attribution, scenario analysis, and… more
- Vanguard (Malvern, PA)
- …+ Leads a high-performing team in the development of specialized fixed income investment risk management, performance analysis and other analytical skills that ... a visionary leader to serve as Co-Head of US Active Fixed Income Investment Risk, a pivotal senior leadership role responsible for setting the strategic direction… more