• Portfolio Analyst

    JPMorgan Chase (Boston, MA)
    …progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and ... market and portfolio data, with the ability to analyze and investigate investment outcomes. This role requires ensuring that portfolios are strategically aligned… more
    JPMorgan Chase (09/12/25)
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  • Lead Director, Asset Management

    CVS Health (Hartford, CT)
    …regulatory, and geopolitical risks that may impact the LIHTC portfolio and investment strategy . Reporting/Forecasting: Commercial Mortgages & JV Equity: + ... process, maximizing the total return of Aetna's real estate investment portfolio, which includes (1) mortgage loans, (2) affordable...+ Paint a compelling picture of the vision and strategy that motivates others to action. + Intellectual Agility:… more
    CVS Health (09/10/25)
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  • Associate, Investments & Portfolio Management

    Geronimo Power (Bloomington, MN)
    …etc.) Analyze complex legal documents to determine impacts to financial model and investment strategy Lead projects through the internal investment processes ... and operations; and (iii) owning data insights to inform and facilitate investment and portfolio strategy . **WHAT YOU WILL BE DOING** Job duties of this role… more
    Geronimo Power (09/04/25)
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  • Finance Lead, Comcast Ventures

    Comcast (New York, NY)
    …trends; share insights with relevant stakeholders to inform performance results, investment strategy , and decision-making** **Leadership & Team Development** ... team and operational partners to provide strategic insights that support investment decisions and strategy . The ideal candidate must have the ability to think… more
    Comcast (08/17/25)
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  • Media Relations Manager

    Wellington (New York, NY)
    …acting as a primary point of contact for journalists covering wealth management, investment strategy , and market trends. + **Content Development:** Draft and ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
    Wellington (07/23/25)
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  • Portfolio Analyst & Trader

    Neuberger Berman (Chicago, IL)
    …to analyze macro factors and broad market dynamics that have implications for investment strategy + Conduct surveillance and performance analysis on securitized ... with members of the Securitized Products team to drive the team's investment decision-making and strategy implementation for securitized credit sectors. This… more
    Neuberger Berman (06/24/25)
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  • Strategist, Investment Platform Business…

    Wellington (Boston, MA)
    …and investor needs. They will actively provide leadership in technology and business strategy while developing mastery in the group's investment processes and ... teams' investment processes to continuously evolve the Investment Platform infrastructure and technology strategy to...evolve the Investment Platform infrastructure and technology strategy to meet the needs of the business and… more
    Wellington (08/08/25)
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  • Senior Director, Donor Advised Funds…

    Combined Jewish Philanthropies (Boston, MA)
    …and JCEP. + Create and staff appropriate volunteer leadership structure for impact-first investment strategies. + Lead a comprehensive growth strategy for the ... CJP mission and values on the Committee, and access to investment options that support that strategy . + Identify, elect and onboard new members, and ensure… more
    Combined Jewish Philanthropies (06/25/25)
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  • Commercial Strategy Leader, HPM

    Philips (San Juan, PR)
    …leadership team in NA, including GTM strategies, channel strategies, strategic partnerships, investment planning, and M&A strategy and integration. Foster a ... **Commercial Strategy Leader, HPM** In this mission-critical role for...Defining and tracking KPIs to measure the impact of strategy on revenue growth, profitability, and market share. +… more
    Philips (08/30/25)
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  • Internal Alternative Investment Consultant

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in Wealth and ... . **In this role, you will:** + Educate and consult with WIM Investment Professionals (Financial Advisors and Investment Strategists) on the depth and… more
    Wells Fargo (08/23/25)
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