- BlackRock (New York, NY)
- …of explaining the intersection of taxation and investing-thus "after-tax investing". The Investment Strategist explains the Aperio Direct Indexing quantitative ... clients may face + Train others in the areas mentioned above ** Investment Strategist Key Responsibilities:** . Support our clients with modeling involving the… more
- Bank of America (New York, NY)
- Analyst/Associate: Global Research - Investment Strategist New York, New York **To proceed with your application, you must be at least 18 years of age.** ... person will be part of a small team reporting to the Chief Investment Strategist . The team is responsible for conducting research & analysis on global markets… more
- Vanguard (Malvern, PA)
- The Investment Strategy Group is seeking a Senior Investment Strategist to lead the research and development of quantitative asset return forecasting models ... strategy and capital markets outlook over multiple time horizons. The strategist will ideate and autonomously lead research that enhances return forecasting… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Strategist within PNC's Asset Management Group Investment Office ... credit and or operational risk of new and existing investment strategies. Mentors less seasoned investment and...and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment … more
- Cella Inc (Houston, TX)
- …per yearOur client is seeking a strategic and execution-focused Paid Media Investment Strategist to help lead the development, deployment, and performance ... use of AI and automation to streamline processes and unlock smarter investment decisions. Qualifications: Bachelor's degree in marketing, advertising or a related… more
- Vanguard (Malvern, PA)
- Vanguard has a Registered Investment Advisor (RIA) Sales Strategist position open in our Financial Advisor Services (FAS) team. The RIA Sales Strategist is ... planning, and supporting channel data and analytics priorities . As an RIA Sales Strategist , you will get routine exposure to our senior leadership team and develop… more
- Coinbase (New York, NY)
- …At CBAM a Client Strategist is a hybrid between a salesperson and an investment strategist . A successful Client Strategist can secure the next 2-3 ... alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within Coinbase...of our business, such that they can represent the investment team and our investment process across… more
- Vanguard (Malvern, PA)
- …Portfolio Review Department (PRD)-the team responsible for overseeing Vanguard's global investment product lineup-you'll play a pivotal role in driving innovation ... with senior leaders, and influence the evolution of Vanguard's multi-asset investment offerings. If you're ready to lead cross-functional initiatives, uncover market… more
- Wellington (Boston, MA)
- …San Francisco, Singapore, and Tokyo). Within the COO office, we are seeking a Strategist to join the leadership of our Investment Platform Business Enablement ... department. The Strategist will use a deep understanding of the investment process and strong judgement to prioritize the department's technology needs and… more
- Lincoln Financial (Radnor, PA)
- …+ 10+ years minimum relevant work experience, ideally in either an investment management or investment specialist/product strategist /client portfolio manager ... 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source of...Strategies (CIS) team acts as a source of specialized investment knowledge that delivers analysis, education and thought leadership… more