- JPMorgan Chase (New York, NY)
- …and technology + Collaborate with Engineering to automate risk reporting for each investment strategy to facilitate regular meetings with CIOs + Participate in ... firm. Over the years, it has developed a diversified investment platform that includes hedge funds, co- investment ...and exposure trends + Support new product launches and strategy onboarding from a risk perspective + Maintain and… more
- KeyBank (Portland, ME)
- …and investment policy, initiates portfolio construction changes consistent with investment strategy . + Maintains compliance with all internal policies and ... that the Wealth Segment goals are met by executing the client strategy . **ESSENTIAL JOB FUNCTIONS** **Client and Advisory Service** + Participates in relationship… more
- Zurich NA (New York, NY)
- …ZAAM PE. + Aggregate and synthesize PE data and trends to contribute towards ZAAM investment strategy . + Build and gather proprietary PE data to enhance ZAAM PE ... or co-lead deal origination, research, and analyzing of direct co- investment and secondary GP-led or continuation vehicle (CV) opportunities...we insure 90% of the Fortune 500(R). Our growth strategy is not limited to our business. As an… more
- 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
- New York State Civil Service (New York, NY)
- …on venture capital, emerging technologies, and regional economic development to inform investment strategy .. Assist the Managing Director and other senior team ... Assistant Director will also conduct research in support of specific investment deals or areas.WORK PERFORMED:The Assistant Director is responsible for establishing… more
- Robert Half Legal (Philadelphia, PA)
- … investment opportunities to identify risks and ensure alignment with the fund's investment strategy . * Draft and review contracts, including those related to ... 8 years of experience. The role requires hands-on experience structuring investment transactions under Regulation D and preferably other exemptions like Regulation… more
- Bank of America (Boston, MA)
- …The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical ... and make an impact. Join us! **Job Description:** Job Description The Chief Investment Office (CIO) is the centralized resource to access the latest insights and… more
- Nuveen Investments (Denver, CO)
- …risk analysis. + Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective. + ... a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio… more
- M&T Bank (Buffalo, NY)
- …Statement (IPS) with and for clients including annual reviews and updates. Implement investment strategy recommendations. + Prepare and review with Investment ... manager or Leadership Development Manager-MDP. **Department Description:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates… more
- Wellington (New York, NY)
- …help mitigate and/or adapt to climate change, at the Series B-D stage. The investment strategy spans a broad set of sectors including energy, buildings, smart ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more