- NBT Bank (Burlington, VT)
- …referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: ... consistent with individual or team goals. + 20% Monitors client investment performance versus risk tolerance and makes appropriate recommendations. + 10%… more
- Fifth Third Bank, NA (Atlanta, GA)
- …with any such payment based upon company, line of business and/or individual performance . Vice President, Investment Banking At Fifth Third, we understand the ... that the high-priority projects are getting the appropriate attention. The Principal, Investment Banking, will play a leadership role in the evolution and… more
- Edward Jones (St. Louis, MO)
- …to our branch offices and internal departments. Key Responsibilities: * Oversee the performance of an Investment Advisory Supervision Team. * Utilize expertise ... The posting may close early due to the volume of applicants. The Investment Advisory Supervision Team is responsible for supervising the firm's investment … more
- BlackRock (Wilmington, DE)
- …berequired. **Qualifications:** + 2-10 years of experience in investment accounting, performance , consulting, software implementation, ... Aladdin & Aladdin Accounting:** BlackRock runs on Aladdin, a unified investment management operating system that combines risk analytics with portfolio management,… more
- NBT Bank (Portland, ME)
- …or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned ... consistent with individual or team goals + 15% Monitors client investment performance and makes appropriate recommendations. + 10% Cultivates and fosters… more
- BlackRock (Princeton, NJ)
- …enhancements and automation. * Produce various internal reports relating to trading and investment performance on a timely and accurate basis. * Assist the ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- AssistRx (Orlando, FL)
- …partnership with CEO, CFO, COO, and senior executives. + PE-caliber work - investment modeling, performance analytics, value creation, and financial strategy. + ... tech-enabled healthcare company, we operate with the rigor of a top-tier investment firm and the agility of a fast-scaling operator-where data, insights, and… more
- Citigroup (New York, NY)
- …analytical skills and technical insight + Understanding of risk factors that drive investment performance + Demonstrated ability to work both independently and ... Citi Investment Management (CIM) is a group within Citi...and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM… more
- PNC (Boston, MA)
- …Decision Making and Critical Thinking, Effective Communications, Fund Management, Fund Performance Analysis, Investment Performance Measurement, ... STEM OPT for this position. **Job Description** + Creates and manages performance of complex multi-investor and proprietary fund offerings from initial closing… more
- KeyBank (Salt Lake City, UT)
- …revenue. **Job Functions** **Sales and Service:** The role will manage the financial performance of the Community Development Lending & Investment Sales Team ... making and full and timely disclosure of transaction risks. + Consistent loan/ investment portfolio performance over longer-term horizon. + Assist with regulatory… more
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