- Neuberger Berman (Chicago, IL)
- …also provide trading support and market insight to senior members of the investment grade team, contributing to strategy development and portfolio construction. ... factors to inform trading decisions and portfolio positioning. + Support the investment grade team in portfolio construction, risk management, and performance… more
- Caterpillar, Inc. (Peoria, IL)
- …of finance-related areas. + Managing multi-currency cash flows. + Managing foreign exchange/commodity risk . + Execute an investment strategy for our ... Corporate Cash Management, Employee Benefits Fund Management, Foreign Exchange/Commodities Risk Management, Corporate Funding, Accounts Receivables or Supplier Finance.… more
- Scotiabank (Dallas, TX)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...the design and operations of the Bank's internal controls, risk management and governance processes. We are professionals who… more
- TIAA (Denver, CO)
- …to maintain a specific investment strategy or to reach an investment objective. + Determines acceptable risk levels with clients based on time frames, ... a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio… more
- BlackRock (New York, NY)
- **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and ... vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system...on assigned accounts to service clients and implement sales strategy . + Mentor junior team members and contribute to… more
- Wellington (Boston, MA)
- …capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust ... strategy , private equity funds and custom solutions. Our investment ecosystem and scale allow alternative investors to partner...externally with company management teams. The ability to take risk and challenge investment views is critical,… more
- Wellington (Boston, MA)
- …capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust ... of the Fixed Income team including credit research analysts, risk managers, traders, product managers, and our CLO management...investors; * Strong presentation skills - ability to communicate investment decisions and strategy to clients and… more
- Atria Wealth Solutions (King, NC)
- …objectives and goals of the individual, then develop a financial plan or investment strategy to implement. Handle questions and objections professionally. + ... not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are… more
- City National Bank (Chicago, IL)
- …new business, work on bringing in additional assets from existing clients. * Investment Strategy /Trading and Research * Demonstrate expert knowledge of both ... * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * Trade implementation and strategic… more
- Neuberger Berman (New York, NY)
- …focus on strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, utilizing knowledge of Trust and Estate ... client service. Advise clients and aid in implementation of overall investment strategy including asset allocation, portfolio management, and diversification,… more