- T. Rowe Price (Baltimore, MD)
- …The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading Solutions Group and is a collaborative member of the TRPIM ... . + Measure strategy performance and work with global trading partners to ensure seamless implementation of investment and trading strategies. + Serves as a… more
- T. Rowe Price (Baltimore, MD)
- …Charles River (CRD), and supports client reporting on these restrictions. The Investment Compliance Analyst collaborates with, and provides information to a ... leadership team. Responsibilities + Communicate effectively through direct interaction with Trading , Investment , Client and Legal associates, demonstrating a… more
- JPMorgan Chase (New York, NY)
- …M&A Capital Markets team is a critical component of the firm's globally integrated investment banking model. As an Analyst within our Client Advisory team, you ... We are seeking an Analyst to join our industry leading team. **Job...advice to clients on shareholder engagement and monitoring their trading activities, which includes aspects of shareholder activism and… more
- Truist (Beverly Hills, CA)
- …1st shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment ... Truist Wealth who generally have $5mm+ in AUM. The Investment Analyst will typically work with a...Investment Managers and/or clients. + Responsible, along with Investment Managers, for daily trading activities in… more
- Manulife (Boston, MA)
- …Contribute to the preparation of investment memoranda in support of investment recommendations. + Interface with Credit, Trading and Portfolio Management for ... meeting with management teams and sell side professionals. The analyst may also be responsible for independently administering an... may also be responsible for independently administering an investment portfolio, as well as making investment … more
- Manulife (New York, NY)
- …Contribute to the preparation of investment memoranda in support of investment recommendations. + Interface with Credit, Trading and Portfolio Management for ... meeting with management teams and sell side professionals. The analyst may also be responsible for independently administering an... may also be responsible for independently administering an investment portfolio, as well as making investment … more
- Thrivent Financial (Loveland, CO)
- …clients in Northern Colorado and Southern Wyoming. For this role, the investment analyst 's main responsibilities include answering investment -related ... with our model portfolio research efforts, and providing back-up trading support. We are looking for someone who is...wants to learn, grow, and influence others. A successful investment analyst must be willing to learn… more
- Cleveland Clinic (Beachwood, OH)
- …career with one of the most respected healthcare organizations in the world. The Investment Analyst will work with the Chief Investment Officer (CIO) ... or progression toward Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) + Prior experience in finance/investing + AI… more
- Charles Schwab (San Francisco, CA)
- …The Investment Guidelines Oversight Manager is responsible for monitoring trading activities of portfolio managers and sub-advisors to ensure compliance with ... to work onsite in one the specified locations.** The Investment Guidelines Oversight Manager will be part of Schwab...requirements correctly + Monitor and manage day to day trading activities of portfolio managers in mutual funds, ETFs,… more
- Neuberger Berman (New York, NY)
- …LLC:** Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 ... maintaining the Alternatives Operational Due Diligence program and directly impacting overall investment decisions. In addition, this role will provide a high level… more