- Vanguard (Malvern, PA)
- …experience, including five years experience in private markets product management and investment analysis / strategy . + Undergraduate degree or equivalent ... of a strategic expansion into private markets supporting product planning and development to shape our future investment...to bring your deep expertise in private markets and investment strategy to a team that's building… more
- Citigroup (New York, NY)
- …to meet our clients' unique requirements. **Role Description:** The Head of Services Investment Planning and Business Process Improvement (C-16) will lead the ... comprehensive understanding of Technology architecture, products, business management, technology investment planning and governance, CEAM framework, and… more
- Thrivent Financial (Geneva, IL)
- …Key responsibilities include oversight of processes, preparation of financial plans, investment research and analysis , and coordination of client service ... needs with team members. The Director of Dedicated Planning & Investment Operations reports to and...financial programs, and help them implement an integrated financial strategy . This is a full-time, in-office position out of… more
- Bank of America (Palm Beach Gardens, FL)
- …+ Causation Analysis + Financial Management + Investment Management + Trading Strategy + Trading and Investment Analysis + Portfolio Analysis + ... Team(s) overall investment management philosophy through the development of portfolio strategy , and leading a sound investment management process. Would act… more
- Bank of America (San Antonio, TX)
- …+ Causation Analysis + Financial Management + Investment Management + Trading Strategy + Trading and Investment Analysis + Portfolio Analysis + ... Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …optimize investment performance, and expand distribution networks. + Lead investment strategy , portfolio management oversight, and risk governance to ensure ... strong client outcomes and financial success. + Lead sales and distribution strategy , identifying new channels and opportunities for investment product placement… 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 ... research investment products, asset allocation and comparative analysis ...and income. * Performs research and analytics used in Investment Strategy white papers for financial advisor… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …diverse set of stakeholders. What You'll Do Working with colleagues from the foundation's strategy program teams, the Investment Officer will: + Lead and support ... investment process including initial screening, due diligence and financial analysis , investment structuring and negotiations, and portfolio management. +… more
- Portland General Electric (Portland, OR)
- …models, complete business case evaluations and analyze economics of long-term investment strategy decisions. **Economic life-cycle model development and ... innovative clean energy solutions that are also affordable and accessible to all. ** Strategy and Planning Analyst (Senior or Principal)** Summary The Strategy… more