- Manulife (Boston, MA)
- …plans, endowments & foundations, insurance, and sub-advisory. Stay informed on investment portfolio performance and competitive positioning, with the ability ... to drive capital raising initiatives across public and private market investment products, while actively engaging with research analysts, field consultants, and… more
- City National Bank (Houston, TX)
- …* Account and Portfolio Management * Manage an assigned group of investment portfolios. * Work closely with clients and advisors, advising them on strategies to ... liquidity requirements. * Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make… more
- CIBC (Chicago, IL)
- …grow in the role. + **Offer Strategic Insights:** Gather and analyze data on investment strategies, portfolio performance, and market trends to inform and engage ... responsibilities will include financial planning, trading, client meeting preparation, investment analysis, research, and all aspects of account administration. In… more
- Neuberger Berman (New York, NY)
- …be expected to be proficient at articulating a strategy's value proposition, investment process, portfolio positioning and rationale for specific holdings within ... the portfolio . This individual works closely with the ...additional product placement to expand distribution. + Partner with investment teams and marketing to develop and maintain SMA… more
- Arena Investors LP (Jacksonville, FL)
- … portfolio surveillance, and maximization of return for the firm's investment portfolio . Ideal candidates will be organized, self-motivated, resourceful, and ... Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by… more
- Charles Schwab (Lone Tree, CO)
- …Strategy and assist in the management of the firm's balance sheet and investment portfolio strategy, ALM positioning, and the net interest margin optimization ... measure and monitor portfolio performance, and will partner with investment portfolio traders and other business partners to build strategy that aligns with… more
- Wellington (Boston, MA)
- …to translate complex analytics into clear, actionable insights that shape portfolio decisions and strengthen investment talent. Strategists work closely ... with investors to align risk with conviction, ensuring portfolio structure reflects investment intent. They use data to foster reflection-creating feedback loops… more
- The Hartford (Hartford, CT)
- …business objectives, ensuring IT execution delivers measurable outcomes. + Financial & Investment Management: Plan and monitor portfolio budgets, manage ... Portfolio Analyst - BA08CE We're determined to make...measurable business value? Join our dynamic Small Business IT Portfolio team as a Portfolio Analyst, where… more
- Bank of America (Boston, MA)
- …that seek to achieve competitive performance, while helping clients align their investment portfolio with their sustainability mission, objectives and/or values. ... data, combining it with traditional fundamental and risk factors, to make investment decisions that aim to drive competitive risk-adjusted returns. The Sustainable… more
- Robert Half Finance & Accounting (Boston, MA)
- …scalable systems to support the team's growth. Responsibilities: * Collaborate with portfolio companies and investment teams to support initiatives in areas ... for a motivated and detail-oriented Associate to join our Portfolio Support team in Boston, Massachusetts. This role involves...such as Responsible Investment and Human Capital. * Conduct analytical projects to… more