- Aflac (New York, NY)
- … investment , actuaries and risk functional teams to ensure alignment of investment strategy with liability structures. In addition to investments, this person ... Investments Risk Management (GIRM) team, participate in Asset Liability Management (ALM) strategy development and associated analytics for investment and … more
- FM (Waltham, MA)
- …of challenging roles. This is a senior role, working closely with the Portfolio Manager , External Investment Management - Public Markets, Senior PM's, Chief ... other Public and Private Markets PM's, the Asset Allocation, Strategy group, and Investment Operations. This key...Work with Asset Allocation to define focus areas for strategy selection, manager diligence Monitor current portfolio… 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 ... and income. * Performs research and analytics used in Investment Strategy white papers for financial advisor...investment managers' reviews by third party and independent investment manager searches. * Generates periodic reports… more
- WTW (New York, NY)
- …include investment strategy , liability hedging, portfolio construction, investment performance calculations, investment manager searches and ... for our clients. Your work will involve following our manager research process to form views on investment...selection, portfolio and investment manager monitoring and preparation of materials for client meetings.… more
- WTW (Chicago, IL)
- …include investment strategy , liability hedging, portfolio construction, investment performance calculations, investment manager searches and ... for our clients. Your work will involve following our manager research process to form views on investment...selection, portfolio and investment manager monitoring and preparation of materials for client meetings.… 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
- Bank of America (Frisco, TX)
- …for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment / manager selection, asset ... Investment Office that revolves around portfolio construction, investment / manager selection, asset allocation and best practices...+ Adaptability + Product Marketing and Branding + Sales Strategy + Trading and Investment Analysis +… more
- JPMorgan Chase (Los Angeles, CA)
- …investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset ... with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
- Bank of America (San Antonio, TX)
- …advice and accompanying solutions **Skills:** + Causation Analysis + Financial Management + Investment Management + Trading Strategy + Trading and Investment ... Investment Management Specialist San Antonio, Texas **To proceed...with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates +… more
- Wellington (Boston, MA)
- …and maintaining high-quality marketing and client materials that clearly articulate investment strategy and differentiation. + Responding to internal and ... hedged, and extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions that… more