- JPMorgan Chase (New York, NY)
- … specialists as well as represent the collective private markets platform investment strategy on business related matters, including, but not limited ... to marketing, deep client engagement, product development and sales/retention strategy . As a Managing Director, Private Market Investment Specialist within JP… 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 ... an investment leader in the industry. + Serves as an investment strategy internal authority. Meets with senior leaders to determine requirements for research… more
- T. Rowe Price (Baltimore, MD)
- …The primary purpose of the role is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account's investment ... practices + Works with Compliance and Legal to clarify and resolve investment strategy issues and determine best method for tracking compliance with those… 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
- 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
- TD Bank (Mount Laurel, NJ)
- …and the investment strategies, aligned to the organization's overall investment strategy and risk appetite. **Department Overview:** The TBSM Investments ... to the portfolio. The Investments team develops and maintains investment portfolio reporting, analytics and credit monitoring to measure...As we build our business and deliver on our strategy , we are innovating to enhance the customer experience… more
- Citigroup (Wilmington, DE)
- …SVP, Cards Investment & Planning Manager to lead our technology investment strategy , resource prioritization, and budget oversight for the Branded Cards ... environment. You will be responsible for developing and implementing a robust investment and prioritization framework, ensuring that all investment opportunities… more
- Eastern Bank (Boston, MA)
- …client accounts. + Responsibilities include monitoring client accounts for adherence to investment strategy and objective, modeling and submitting ad hoc trades, ... in monthly reviews of client accounts to ensure compliance with investment objectives and models; and coordinate and communicate with Relationship Managers,… 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
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