- Oracle (Jackson, MS)
- …are accurately captured and recorded + Oversee and maintain master portfolio capacity model and ensure adequate controls are implemented, including performing ... + Problem solving and providing input and support to manager to unblock on business and project critical needs...or consulting (3+ years) + Experience with financial modeling, CFA candidates preferred + Advanced Microsoft Excel - specifically… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** EPOCH LLC **Job Description:** The Portfolio Research Support Specialist II is typically a support role, where the ... significance reside at a more senior level. The role provides portfolio construction support, research support, trade implementation support and/or pre-trade… more
- Equitable (New York, NY)
- … guidelines, as well as manager onboarding. + Maintaining and enhancing investment dashboards and reporting related to portfolio exposure, investment ... team to support the day-to-day management of the GA investment portfolio . The successful candidate will work...for the general account + Providing support on new investment manager or strategy diligence, development, and… more
- CalSTRS (Sacramento, CA)
- …risk strategies across property types globally. Under the general direction of the Portfolio Manager , the Investment Officer II provides investment ... Possession of an advanced degree or certification as a CFA , CAIA, or related + Real estate investment...by establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations… more
- FM (Waltham, MA)
- …our external investment management partners. The externally managed real assets portfolio has investments across a very wide range of styles and strategies. The ... best practices, macro-economic and market outlook to the broader portfolio . The role will closely work with investment...Asset Allocation to define focus areas for strategy selection, manager diligence * Monitor current portfolio and… more
- Vanguard (Malvern, PA)
- … Strategy Group - Investment Strategist + Portfolio Review Department - Investment Product Manager + Quantitative Equity Group - Assistant Portfolio ... skills. + Excellent relationship management and leadership skills. + Experience with investment research, portfolio management, trading, or investment … more
- Bank of America (New York, NY)
- …Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and ... allocation, multi asset portfolio construction and traditional and alternative investment manager selection. + Engage advisors to deliver our enterprise-wide… 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 ... other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the...of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA)… 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 ... Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management… more
- Truist (New York, NY)
- …a primary source for investment communication. The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of ... portfolio management and client communication cycle. Prepare regular investment reviews for existing clients, recommend, establish, monitor, and adjust, as… more
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