- In-Q-Tel, Inc. (Mclean, VA)
- …implementation guidance to startups that are part of IQT's strategic investment portfolio . These startups deliver critical, cutting-edge technology to ... installation, and deployment of the technologies. + Review and evaluate portfolio companies' products and/or services to determine whether it is functional… more
- Truist (Atlanta, GA)
- …aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to ... trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. ESSENTIAL… more
- New York State Civil Service (New York, NY)
- …and economics, with the ability to interpret financial data and evaluate investment -grade securities.* Portfolio Management Team: Proficiency in coding and ... Markets: Strong enthusiasm for understanding and analyzing market trends, portfolio strategies, and investment dynamics.* Alternatives Team: Specializes… more
- City National Bank (Lake Mary, FL)
- …Respond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - ... Monitor client portfolios for deviations from specified strategy or to provide investment recommendations. * Create and/or review client portfolio review… more
- Neuberger Berman (New York, NY)
- …both institutional and intermediary channel partners. You will collaborate closely with investment partners-including Portfolio Managers and Client Portfolio ... pivotal role in developing and executing global marketing strategies for our equity investment products. This role supports teams in New York, London, MENA, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through education and experience to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... papers for financial advisors or client use. + Maintain specific knowledge of investment research and portfolio construction-related topics across the firm and… more
- Valvoline Global (Lexington, KY)
- …Supply Chain, develop annual volume and revenue forecasts, promotional assumptions, and portfolio investment needs. + Manage business performance across revenue, ... driving the strategy, performance, and long-term growth of Valvoline's Motor Oil portfolio -including Passenger Car Motor Oil (PCMO), Heavy Duty Engine Oil (HDEO),… more
- Wells Fargo (Washington, DC)
- …Commercial Real Estate, Wells Fargo Home Lending, Corporate Treasury and portions of the Investment Portfolio , and certain other lines of business in the context ... a Senior Counsel in the Legal Department as part of the Corporate Investment Banking, Tech, Innovation and Information Legal Division. The successful candidate will… more
- Equitable (Charlotte, NC)
- …investment providers, advisors, and clients; helps articulate key messages regarding the investment portfolio , major market events, and changing areas of ... 180 days after start date) **Preferred Qualifications** + Knowledge of the investment industry and ability to recognize business opportunities within and outside the… more
- Manulife (Los Angeles, CA)
- …real estate analytics and Portfolio Management Senior Associate to join the Portfolio Management team! The investment professional will play an integral role ... such as property roll-up, time weighted returns, cash forecast and management, portfolio optimization adhering to investment guidelines (geographic and asset… more