- Lilly (Indianapolis, IN)
- …Develop and execute a data analytics strategy that supports CMC portfolio planning, investment prioritization, and resource optimization. + Design and ... + Champion the integration of AI/ML, automation, and advanced analytics into portfolio management processes. **Team Leadership & Capability Building** + Build… more
- JPMorgan Chase (Boston, MA)
- …+ 6+ years of experience in trading, portfolio implementation, or investment operations, ideally within asset management . + Strong understanding of equity, ... finance and technology-and at the cutting edge of wealth management . We've been making rapid progress on our mission:...team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience… more
- Aflac (New York, NY)
- …and/or support the curation of data that provide meaningful insights into investment management , products and operational performance including all relevant ... profile and liquidity and capital requirements. GI has primary investment and asset management responsibility for Aflac's...income. As of year-end 2024, Aflac's total general account portfolio was approximately $100 billion. The investment … more
- Citigroup (Fort Lauderdale, FL)
- …of documentation + Preparing and reviewing facility covenants + Assisting in Portfolio Management , including CA Annual reviews, covenant monitoring and ... who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized… more
- Portland General Electric (Portland, OR)
- …processes. The successful candidate will work closely with Operations, Engineering, and Portfolio Management teams, collaborating with subject matter experts to ... models, complete business case evaluations and analyze economics of long-term investment strategy decisions. **Economic life-cycle model development and… more
- American Express (Atlanta, GA)
- …professional development. Find your place in technology on #TeamAmex. Within the Technology Portfolio Management team, the **Sr. Product Manager for Portfolio ... One, Target process, or related TBM platforms. + Strong understanding of portfolio management , financial modeling, and agile delivery processes. + Bachelor's… more
- Charles Schwab (Lone Tree, CO)
- … and assist in the management of the firm's balance sheet and investment portfolio strategy , ALM positioning, and the net interest margin optimization ... Corporate Treasury department. We are responsible for balance sheet management strategy , portfolio and brokered...for balance sheet management strategy , portfolio and brokered deposit notional investment allocation… more
- Neuberger Berman (Chicago, IL)
- …Overview:** The Private Residential Credit Strategies group is seeking a portfolio analyst to support its long-standing and growing multi-billion-dollar real estate ... finance strategy which is part of our $200B+ in AUM...position presents a unique opportunity to immediately contribute to investment objectives in a team-oriented, fast-paced, and highly dynamic… more
- BMO Financial Group (Greenwood Village, CO)
- …+ Detail-Oriented + Customer Service + Loan Structuring + Regulatory Compliance + Portfolio Management + Credit Risk Assessment + Banking Operations + Microsoft ... Good in business and life. Our Purpose informs our strategy , drives our ambition, and reinforces our commitments to...Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in… more
- JPMorgan Chase (New York, NY)
- Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of ... than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment … more