- 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
- KeyBank (Cleveland, OH)
- …Wealth Segment's investment strategy guidance. + Reviews portfolios to analyze investment performance . + Maintains compliance with all internal policies and ... Square, Cleveland Ohio ABOUT THE JOB (JOB BRIEF): + Manages and constructs investment portfolios in accordance with client investment goals and objectives. +… more