- Wells Fargo (Charlotte, NC)
- …a CIB Quantitative Strategist - Vice President (Lead Securities Quantitative Analytics Specialist ) in Corporate & Investment Banking. Learn more about the ... career areas and lines of business at wellsfargojobs.com . The individual will help drive our objectives in counterparty risk modeling. The candidate will implement the PFE and XVA combined modeling strategy to move away from the current siloed frameworks. In… more
- TIAA (New York, NY)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Churchill, an investment - specialist affiliate of Nuveen (the asset manager of TIAA), ... dependent on market and investor demand with a focus on structured investment solutions targeting insurance investors who have risk-based capital sensitivities. The… more
- TIAA (Charlotte, NC)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Churchill, an investment - specialist affiliate of Nuveen (the asset manager of TIAA), ... business partners, working with deal teams to maximize tax efficiency of investment structures. + Responsible for managing junior tax member, providing oversight and… more
- Bank of America (New York, NY)
- …Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- TIAA (New York, NY)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Churchill, an investment - specialist affiliate of Nuveen (the asset manager of TIAA), ... of senior lending transactions, with or without a related non-control equity investment . Transactions include both first lien senior secured and alternative credit… more
- CBRE (Los Angeles, CA)
- …a matrix structure. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior ... Investor Relations Director, CBRE Investment Management Job ID 230030 Posted 11-Nov-2025 Service...line REI Segment Role type Full-time Areas of Interest Investment Management Location(s) Los Angeles - California - United… more
- TD Bank (Portland, ME)
- …is preferred.** + **Relevant certifications preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor ... wealth business as a bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …current costs, justify project investment , and identify the return on investment . Provide specialist advice on the interpretation and application of policies ... best practices through ongoing education, attending conferences, and reading specialist media. Skills: Works without supervision and provides technical guidance… more
- UMB Bank (Kansas City, MO)
- …certification (ie Certified Internal Auditor, Certified Public Accountant, Certified Fiduciary and Investment Risk Specialist ). + You have knowledge of financial ... within areas such as Private Wealth Management, Corporate Trust, Fund Services, Investment Banking, and Corporate Strategy. This role will also support broader… more
- KeyBank (Brooklyn, OH)
- …SEC, DOL, and ERISA requirements. **Preferred Qualification** + Certified Fiduciary & Investment Risk Specialist (CFIRS) **Tactical Skills** + Exhibit a ... audits focused on KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be… more