- JPMorgan Chase (Boston, MA)
- …oversight reporting + Conduct ad-hoc client and internal analyses related to client portfolio investment and/or tax- management outcomes. + Develop a ... Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and… more
- Fifth Third Bank, NA (Birmingham, AL)
- …activities in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform with ability to deliver Fifth ... client investment goals, and presenting proposals for investment management . + Engages in ongoing, proactive...-related needs. + Sets client goals and develops an Investment Policy Statement (IPS) for each client portfolio… more
- First National Bank of Omaha (Minneapolis, MN)
- …We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division a client-first mindset ... Colorado; Kansas City, KS; Minneapolis, MN **About This Role:** ** Investment Strategy & Thought Leadership** - Develop...field (MBA preferred). + **20+ years** of experience in investment management , including **10+ years in a… more
- Capital One (Chicago, IL)
- …Communications, Community Impact and Investment (CI&I), Community Finance, CRA Strategy and Program Management , the Government and Political Affairs Group, ... Chicago community partners and their associated grants. You'll ensure alignment to the investment strategy and review grant applications. + You'll lead the… more
- WTW (New York, NY)
- …innovative solutions. Some of the client projects you will complete may include investment strategy , liability hedging, portfolio construction, investment ... alongside some of the industry's top consultants, researchers, and portfolio managers. The Investment business offers a...+ Clear communicator verbally and in writing + Project management skills, with attention to detail and the ability… more
- WTW (Chicago, IL)
- …innovative solutions. Some of the client projects you will complete may include investment strategy , liability hedging, portfolio construction, investment ... alongside some of the industry's top consultants, researchers, and portfolio managers. The Investment business offers a...+ Clear communicator verbally and in writing + Project management skills, with attention to detail and the ability… more
- JPMorgan Chase (Portland, OR)
- …pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams. **Job Responsibilities** + Key ... Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset...business. This position is key in executing the overall strategy of the timberland alternative asset class through the… more
- BlackRock (New York, NY)
- …+ Participate in internal and external webinars and events + Interact with portfolio management , research, business development and clients + Stay current on ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- Aflac (GA)
- …with all levels of the organization + Knowledge of due diligence requirements for investment deals + Excellent project management skills + Strong verbal and ... AVP, Ventures Strategic Investment Manager The Company: Aflac Incorporated The Location:... analysis to determine value add to overall ventures portfolio and Aflac overall.; + Works closely with internal… more
- Neuberger Berman (New York, NY)
- …NB Private Wealth's clients. The candidate will also partner closely with the Investment Strategy Team to identify appropriate strategies in order to facilitate ... third party products and strategies utilized within NB Private Wealth + Education of Investment Strategy Team, Wealth Advisory and NB Trust Company on all… more