- KeyBank (Pepper Pike, OH)
- …business referrals and to enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a culture of ... and initiating appropriate actionsWorks with each market's District President and Sales Manager to ensure that the investment teams available within markets… more
- Truist (Atlanta, GA)
- …portfolio analysis, and actionable IAG portfolio ideas. Work alongside portfolio construction and manager due diligence teammates to conduct qualitative ... and quantitative (ratio, risk and performance analyses) manager analysis to make manager recommendations for...support and presentations to advisors relating to macro trends, investment strategy, portfolio construction process and custom… 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 ... experienced investment professional for the position of Investment Officer ("IO") for its Real Assets portfolio...other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the… more
- Citigroup (Queens, NY)
- …to the success and integrity of the DB Pension Plan's alternative investment portfolios: + ** Portfolio Management Contribution:** Provide direct and impactful ... for portfolio changes to the CIO and the various Investment Committees. + **Advisor Relationship Management:** Oversee and manage the critical relationship… more
- Cedars-Sinai (Los Angeles, CA)
- …of the portfolio management system and the accuracy and integrity of investment portfolio data. This position is responsible for managing the quality of ... the organization's data used for monitoring the performance of the investment portfolio . This position interprets and analyzes data against appropriate benchmark… more
- Bank of America (San Antonio, TX)
- …updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and shares ... such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- KeyBank (Cleveland, OH)
- …Public Square, Cleveland Ohio ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. ... and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This… more
- T. Rowe Price (Baltimore, MD)
- …response on ad-hoc and recurring requests. Collaborates with others to compose portfolio manager responses to quantitative investment -related data inquiries ... and investment staff (ex. Client meeting presentation, client reporting, portfolio manager meeting materials) + May represent department leveraging broad… more
- Columbia Bank (Portland, OR)
- …Portfolio Managers to ensure a high level of client service + Coordinate with Portfolio Manager to ensure a high level of compliance, audit, and risk ... **About the Role:** A Trust Investment Analyst performs trade execution, portfolio ...A Trust Investment Analyst performs trade execution, portfolio maintenance, compliance, preparation of performance reports, analysis of… more
- Carnegie Mellon University (Pittsburgh, PA)
- …generous gifts and augmented by careful financial stewardship, Carnegie Mellon's $4.3 billion investment portfolio serves as a key strategic and growing asset to ... other long-term financial investments with a growth orientation. The equities-focused investment portfolio comprises premier investment management firms… more