- Bank of America (Jersey City, NJ)
- …develop and implement investment solutions. * Support new financial investment portfolio management functions through algorithm development and testing. * ... part of the role will be development of enhanced portfolio overlay products and services in line with client...investment management. *Series 65 or pursuit of the CFA charter is a plus. *Advanced Excel VBA skills… more
- Principal Financial Group (Des Moines, IA)
- …is a unique opportunity to sit at the intersection of strategy, investment management, and real estate operating company (REOC) oversight-partnering directly with ... REOC Strategy** + Provide strategic and analytical support across a portfolio of existing and prospective REOCs-helping evaluate performance, enterprise value,… more
- S&P Global (New York, NY)
- …Jones Indices, and the creation of research to provoke thinking on new passive investment concepts. The team serves as an innovator and thought leader within and ... process for equity factor and dividend indices which involves generating investment ideas, gathering and cleansing data, back-testing strategies, running index… more
- Vanguard (Charlotte, NC)
- …giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership ... achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M… more
- Bank of America (Chicago, IL)
- …and real asset solutions available on the Alternative Investments platform to Portfolio Managers within Bank of America Private Bank. The position will also ... and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds,… more
- UMB Bank (Jackson, MS)
- …of financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus + Prior experience ... Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact… more
- Bloomberg (New York, NY)
- …research, data, and analytics they need to stay ahead of the markets-by investment professionals, for investment professionals. With over 500 experts around the ... Commodities, ESG, and Market Structure-helping clients navigate today's most complex investment challenges. We're looking for a Private Markets Analyst who's ready… more
- UMB Bank (Dubuque, IA)
- …The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager , Trust Advisor and Service Administrator to build the wealth ... planning goals and objectives. + Deliver wealth, financial planning, insurance, investment , and estate planning advice to clients, leveraging financial planners,… more
- Parsons Corporation (Centreville, VA)
- …High Consequence Missions (HCM) Sector Finance Lead, responsible for a complex portfolio with roughly ~$0.8M of yearly revenue, 3 offline entities, and supporting ... with the D&I team, including the Senior Vice President / Sector Manager , Sector Operations Lead, Sector Business Development Lead, Sector Project Controls Lead,… more
- BMO Financial Group (New York, NY)
- …is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to ... and understand the qualities of different equity derivatives to optimize portfolio 's positions under different market scenarios. + Provide pricing, liquidity, and… more