- Commerce Bank (St. Louis, MO)
- …of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service. (Key relationships include ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160… more
- University of Rochester (Pittsford, NY)
- …H-1B visas for this position._ **ESSENTIAL FUNCTIONS** Reporting/Analysis: + Analyzes investment and financial data, including performance , asset allocation, ... Regular Time Type: Full time Scheduled Weekly Hours: 40 Department: 100040 Ofc of Sr VP- Investment Work Shift: UR - Day (United States of America) Range: UR URG 110… more
- M&T Bank (Buffalo, NY)
- …and co-trustee accounts, Account Officer coordination or best fit recommendations, and investment performance reviews. + Maintain a thorough knowledge of various ... manager or Leadership Development Manager-MDP. **Department Description:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates… more
- The Hartford (Wayne, PA)
- …+ Promote investment product sales through frequent client meetings/discussions about investment strategy and investment performance + Lead the team ... client retention and long-term partnerships by aligning client needs with the firm's investment solutions and services. This role can be based in Philadelphia, New… more
- BlackRock (New York, NY)
- …and data-driven insights to enhance decision-making processes and optimize portfolio performance . The BlackRock investment institute (BII) leverages BlackRock's ... role** BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, governments,… more
- Cedars-Sinai (Los Angeles, CA)
- …sourcing, selection and monitoring of investment managers, performing investment research, and conducting portfolio and performance analysis Prepares ... with the health system's Long-Range Financial Plan. As CSTV expands its investment activities, particularly in MedTech and Digital Medicine, which now encompass… more
- City and County of San Francisco (San Francisco, CA)
- …with the objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance . Additionally, the Investment ... professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors the activities and performance of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …modeling, and financial data analysis. **Preferred Knowledge:** + Financial markets, investment products, and portfolio theory. + Performance measurement and ... As part of the AMS Research team, the Investment Data Scientist plays a key role in...testing models to ensure accuracy and reliability. + Performing performance calculations and financial data analysis. **Abilities:** + Work… more
- KeyBank (Cleveland, OH)
- …Wealth Segment's investment strategy guidance. Reviews portfolios to analyze investment performance . Maintains compliance with all internal policies and ... Public Square, Cleveland Ohio ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives.… more
- JPMorgan Chase (New York, NY)
- … metrics, delivery status, and client/advisor feedback, with a focus on investment performance , trading efficiency, and digital experience. + Assist in ... and elevating the client and advisor experience. You will contribute to investment processes, trading execution, and the development of solutions that empower… more