- City and County of San Francisco (San Francisco, CA)
- …+ Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity, and moral ... with the objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance . Additionally, the Investment… 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
- Regions Bank (Atlanta, GA)
- … (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Excellent ... oral and written communication skills + Leadership skills + Proven out- performance in investment management and client service + Sales and presentation skills +… more
- JPMorgan Chase (Brooklyn, NY)
- …in CIB HR projects and new initiatives. This position manages the Global Investment Banking Analyst Training Program. It also includes the management ... responsibilities for the Americas Global Investment Banking Analyst & Associate Development Council...apprised of new initiatives. Monitor and report on analysts' performance and provide feedback to program stakeholders (Managers, AADCs,… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …Monitor performance and enforce corrective actions when needed. + Provide investment performance summaries and client-facing materials. + Investment ... Policy and applicable laws. Manage asset allocation, risk budgets, and investment strategies for optimal performance . Supervise internal staff and oversee… more
- Regions Bank (Birmingham, AL)
- … (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, ... more than just a job. We believe in offering performance -driven individuals a place where they can build a...+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of… more
- Aramco Services Company (Palo Alto, CA)
- …+ Provides inputs to periodic reporting on fund and direct venture capital investment performance . + Manages and builds brand and relationships with other ... individual venture capital investments including sourcing, evaluation, development of investment memoranda, negotiation, execution, portfolio management, performance … more
- CalSTRS (Sacramento, CA)
- …individual to work as an Investment Officer III (IO III) on the Investment Compliance team. CalSTRS Investment Performance & Compliance team is comprised ... of two units: Investment Performance & Analytics and ...who possesses a professional certification as a Chartered Financial Analyst (CFA) may receive a 5% monthly base pay… more
- Bank of America (Frisco, TX)
- …partner with their coverage team potentially consisting of their Divisional Managed Investment Consultant Analyst and other specialists with the Investment ... Divisional Managed Investment Consultant Frisco, Texas **To proceed with your...teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the… more
- Citigroup (New York, NY)
- The Investment Assoc Sr Analyst is a...services to others in area of specialization. Work and performance of all teams in the area are directly ... affected by the performance of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of service and … more