• SVP, BSA/OFAC Risk & Strategy

    Banc of California (Santa Ana, CA)
    …managing, and maintaining a robust risk assessment for the Bank. The Risk and Strategy Director will develop transaction monitoring strategies based on the ... relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc... risk assessment results, emerging risk , and regulatory… more
    Banc of California (05/21/25)
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  • Business Intelligence Analyst, Investment

    Wellington (Boston, MA)
    **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60...Management is one of the world's largest independent investment management firms. We serve as a… more
    Wellington (05/08/25)
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  • Regional Investment Consultant - RIA…

    T. Rowe Price (Baltimore, MD)
    …that matter to you . Role Summary + Promote the distribution of TRPIS/TRPA investment management strategies across multiple vehicles (ie, mutual funds, ETFs, and ... management , responsible for the development of the sales and/or relationship management strategy for the organization. + Responsible for sales and revenue… more
    T. Rowe Price (04/16/25)
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  • Investment Counselor Lead

    Citigroup (San Francisco, CA)
    …in the job offered or in a related finance occupation performing asset and investment risk management activities. Five (5) years of experience must ... strategic and financial analyses relating to the execution of investment strategy and asset allocation; Preparing quantitative...or in a related finance occupation performing asset and investment risk management activities. 10… more
    Citigroup (04/23/25)
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  • Senior Investment Advisor - PNC Private…

    PNC (Baltimore, MD)
    …Accountability, Budget Management , Competitive Advantages, Decision Making, Finance Strategy , Financial Modeling, Investment Management , Relationship ... the introduction and expansion of financial services to the client. + Executes risk management practices through the adherence to PNC's policies and procedures.… more
    PNC (05/18/25)
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  • Investment Analyst - Fixed Income…

    The Hartford (Wayne, PA)
    …findings with respect to investment performance and risk , outlook, and strategy to senior management and the Board of Directors + Understand and analyze ... responsible for day-to-day oversight of investment strategies and providing investment support to Sales, Marketing, Product Management , and other internal… more
    The Hartford (04/04/25)
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  • Senior Associate, Investment Analytics

    Cypress Creek Renewables (Santa Monica, CA)
    …to support the Investment Analytics group. This group supports project valuation, risk management , and investment decisions throughout the solar and ... Quarterly portfolio valuation and solar development pipeline analysis + Development of investment recommendation memos evaluating project risk & return profiles… more
    Cypress Creek Renewables (03/12/25)
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  • Assistant Director- Investment Accounting

    Principal Financial Group (Des Moines, IA)
    …for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** ... For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading… more
    Principal Financial Group (05/08/25)
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  • Investment Writer

    Citigroup (New York, NY)
    …executives, next generation/inherited wealth, law firms and attorneys. From investment strategy , to banking, to lending and cash management we are here ... a deep understanding of public and private financial markets, investment strategies and wealth management , with an...thought leadership framework. The role is within the Business Strategy team in the Chief Investment Office,… more
    Citigroup (05/08/25)
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  • Institutional Investment Consultant III

    ADP (NY)
    …revenue/ risk opportunities and provide guidance/direction as to implementation strategy . + Participate in Sales finalist presentations either in person or ... for this posting will be accepted until 06/13/2025 **ADP is hiring an Institutional Investment Consultant III.** In this position you will act as investment more
    ADP (05/24/25)
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