- NBT Bank (Albany, NY)
- …Performed: + 65% Administer trust accounts and meet with customers to update investment performance . Conduct portfolio management on all assigned accounts. ... PowerPoint + Ability to develop and present sales proposals + Knowledge of investment markets, portfolio management , securities trading and trust industry Unique… more
- Regions Bank (Indianapolis, IN)
- …skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled ... more than just a job. We believe in offering performance -driven individuals a place where they can build a...and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends… more
- City and County of San Francisco (San Francisco, CA)
- …* Perform both qualitative and quantitative analysis to monitor investment performance , diversification, and overall risk management ; * Assist in developing ... due diligence and model portfolio construction, and review and negotiate investment management agreements; * Provide recommendations/advice on investment… more
- MetLife (Whippany, NJ)
- … Management (MIM) was launched in 2012 to capitalize on our strong investment management performance for our General Account. The Analyst will support ... MetLife Investment Management - 2026 Insurance Asset Management Analyst Job Title: Analyst Business Units: Insurance Asset Management (IAM) Location:… more
- Harbor Group Management (New York, NY)
- …and reporting on all aspects of an investme nt. The Analyst will perform investment management duties consisting of performance analysis, direct equity and ... customer service and providing exquisite living experience for our residents. Analyst, Investment Management FIRM OVERVIEW: Harbor Group International (HGI) is a… more
- PennyMac (Westlake Village, CA)
- …and planning, and financial reporting + Communicate analysis of investment performance and valuation changes to executive management and other key ... production and servicing of US mortgage loans and the management of investments related to the US mortgage market....Day The First Vice President Capital Markets Valuations and Investment Analysis is responsible for developing and maintaining the… more
- City of New York (New York, NY)
- …& Risk Reporting is responsible for the production, validation, and analysis of investment performance and risk metrics across large multi-asset class portfolios ... long-term challenges we face together. The Bureau of Asset Management is responsible for oversight of the investment... data from external managers and custodians. - Assist investment staff in evaluating manager performance and… more
- FM (Waltham, MA)
- …roles. This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment ... classes, with a primary focus on public equities investments with our external investment management partners. The assets under collaborative management … more
- US Tech Solutions (West Hartford, CT)
- **Duration: 24 Months (Hybrid)** **Job Description:** + The Real Estate/ Investment Performance Data Analyst supports the investment performance analytics ... the analyst helps drive data integrity and operational efficiency across investment performance processes. **Key Responsibilities:** + Maintains and monitors… more
- Vanguard (Malvern, PA)
- …in 'direct indexing', primarily through custom tax managed equity portfolios. In this Investment Performance Analyst role, you will be responsible for oversight ... and resolve issues with account performance , and own all composite performance management , reporting, and compliance processes, including VPI's annual Global… more
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