- Toyota (Plano, TX)
- …view to the Benefits Committee and Pension Governance Committee on policy, asset mix, investment manager selection and investment manager termination. ... long-term studies and monitoring of investment managers. Oversee all external investment manager relationships (about 30 investment managers) and… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management is the world's third-largest alternatives manager , with a 40-year history of delivering innovative alternative solutions across market ... cycles. Our alternative investment engines are managed by highly specialized independent teams,...with all relevant internal stakeholders (including Alternatives Legal, Corporate Tax , Bank Regulatory Legal, Compliance and other colleagues) +… more
- Mackenzie Eason & Associates (Fort Worth, TX)
- …infrastructure support for expansions. Incentives & Financial Analysis + Build project models ( investment , jobs, wages, tax impact, and timing). + Recommend use ... team to better align the department with the City Manager 's vision to partner with and support the Fort...unique incentive packages that support economic growth and community investment , and provide tangible returns to the community and… more
- Atria Wealth Solutions (Cincinnati, OH)
- …analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... Program Manager and trains, if necessary, with Program Manager . + Drives investment and program integration initiatives with credit union and/or assigned… more
- Atria Wealth Solutions (Fort Worth, TX)
- …analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... Program Manager and trains, if necessary, with Program Manager . + Drives investment and program integration initiatives with credit union and/or assigned… more
- Truist (Lumberton, NC)
- …description:** Mid-level position to contribute to the success of Investment Portfolio Operations, Corporate Funding Operations or Collateral Management Operations. ... a $75+ billion fixed income portfolio, $75+ billion funding portfolio, pledged investment securities and pledged loans. Contribute to the achievement of the… more
- BMO Financial Group (AZ)
- …to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial ... experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank.… more
- KeyBank (Tarrytown, NY)
- …- Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or ... level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients'... advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback… more
- Neuberger Berman (New York, NY)
- …Group LLC:** Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Textron (Providence, RI)
- …to monitor, and control the probability and/or impact of events\. + Present new investment approaches and investment manager recommendations to the Chief ... are considered and high performing managers are selected\. + Work closely with investment operations, accounting, legal, tax and other support functions to… more