- PNC (Pittsburgh, PA)
- …actionable deliverables, and will partner closely with Portfolio Construction, Investment Strategy , Operations, Technology, Risk/Compliance, Finance, and Legal ... opportunities and integrate them into existing frameworks. * Partner with Portfolio Strategy to identify solutions for investment strategies and product… more
- Vanguard (Malvern, PA)
- …being exposed to the breadth and depth of our global investment , corporate strategy and investment strategy teams! + Engage in a high-impact strategic ... + Experience with investment research, portfolio management, trading, or investment strategy preferred. + Clear, eloquent communicator, comfort making brave… more
- Microsoft Corporation (San Francisco, CA)
- … Strategy for Investment Thesis and Make Investments** + Develop the investment strategy for one or more key thesis area(s) by performing market research ... models, building exit analyses, interviewing customers, founders, executive management, analyzing GTM strategy , market sizing, etc. + Create investment deal memo… more
- T. Rowe Price (Baltimore, MD)
- …primary purpose of the Lead PIA is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account's investment ... issues. + Works with Compliance and Legal to clarify and resolve investment strategy issues and determine best method for tracking compliance with those… more
- Capital One (Chicago, IL)
- …Chicago community partners and their associated grants. You'll ensure alignment to the investment strategy and review grant applications. + You'll lead the ... community need. + You'll tell the story of Capital One's Chicago investment strategy . **An ideal candidate is:** + Impact-driven. You dream big. You desire… more
- PNC (Louisville, KY)
- …may provide specialized advice and partnership with specialists supporting the portfolio investment strategy , objectives, and health of the strategy . ... Skills** Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy , Financial Modeling, Investment Management, Relationship Management… more
- City National Bank (New York, NY)
- …is responsible for oversight of best execution, liquidity, derivatives, fair valuation, investment strategy and selection, proxy voting, assisting business areas ... committee materials related to best execution, liquidity, derivatives, fair valuation, investment strategy and selection, proxy voting, and fiduciary… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …to identify client goals and tolerances. * Develops and presents individualized client investment strategy * Uses analytical tools, software and methodologies to ... team revenue and income. * Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …revenue and income forecasts. + Assists with research and analytics used in Investment Strategy white papers for Financial Advisors. + Assists with preparation ... to identify client goals and tolerances. + Assists with developing individualized client investment strategy for Financial Advisor. + Responds to inquiries from… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- … policies and legal standards. + Oversee asset allocation, risk budgeting, and investment strategy . + Lead searches and negotiations for investment ... Overview The Chief Investment Officer (CIO) provides executive leadership and serves...Leadership & Execution: Shapes and drives the organization's long-term strategy by aligning vision, mission, and values with strategic… more
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