- Truist (Tampa, FL)
- …and client goal identification for prospective HNW clients. Analyze prospective client investment portfolios; develop investment strategy - inclusive of ... $5MM in investible net worth. * Is able to understand complex investment and economic strategy to inform portfolio management decisions * Is able to communicate … more
- University of Washington (Seattle, WA)
- …due diligence and monitoring across the portfolio, including analysis of manager investment strategy , portfolio positions, performance, and fit within the ... Req #: 245360 Department: UW INVESTMENT MANAGEMENT COMPANY Appointing Department Web Address: https://www.uwinco.uw.edu/ Posting Date: 04/16/2025 Closing Info: Open… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …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
- BlackRock (New York, NY)
- …with flair, editing and fact-checking BII content + Collaborating closely with BII's investment strategy , macro and portfolio construction teams + Support BII's ... purpose. **What team will you be on?** The BlackRock Investment Institute (BII) team is at the heart of...Institute (BII) team is at the heart of BlackRock's investment debate and portfolio construction. BII provides a platform… more
- CalSTRS (Sacramento, CA)
- …working with a senior management team + Experience developing and overseeing investment strategy initiatives + Experience executing, adhering to and providing ... Job Posting: Senior Investment Director, Private Markets and Sustainable Investing and...Stewardship Strategies State Teachers' Retirement System JC-478345 - Senior Investment Director, Private Markets and Sustainable Investing and Stewardship… more
- M&T Bank (Buffalo, NY)
- …(IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations. + Communicate Wilmington Trust's investment ... **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting… more
- Thrivent Financial (Cottage Grove, MN)
- …able to represent the organization in work with external clients + Coordinate investment strategy implementation with advisors and paraplanners. + Stay updated ... & operational support for our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, and trade… more
- Citigroup (New York, NY)
- …senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy , to banking, to lending and cash management we ... thought leadership framework. The role is within the Business Strategy team in the Chief Investment Office, focusing on the overall positioning of CIO thought… more
- Publicis Groupe (New York, NY)
- …client on a regular basis. The VP, Director develops go to market investment strategy , recommendations, and POV's while providing effective leadership of ... McDonald's, Novartis, Samsung, Visa and more. **Overview** The VP, Director oversees investment initiatives across national video investment channels for our… more
- Thrivent Financial (Minneapolis, MN)
- …with internal and external portfolio managers. + Reporting: Positions and Exposures. + Investment Strategy Support: Product Changes, Strategy Changes. + ... live the life they want today-and tomorrow. Job Summary The Senior Investment Operations Analyst performs 'middle office' functions (trade and corporate action… more