- City National Bank (Los Angeles, CA)
- …goals, risk tolerance, and constraints are reflected in the IPS for managed investments . * Ensure that regular, tailored investment and relationships reviews ... with the client team. Utilize planning capabilities and develop solutions across investments , trust and wealth transfer, credit, deposit, and all other appropriate… more
- Intuit (Mountain View, CA)
- …team is seeking a highly skilled and motivated Staff Financial Analyst of Investments FP&A. This leader will partner with the senior leaders across the Accelerating ... teams across the organization to drive strategic initiatives, resource allocation and investment decisions. As a leader on the team, this person will act… more
- Vanguard (Malvern, PA)
- As a Wealth Planning Researcher within Vanguard's Investment Strategy Group-Advised Wealth Planning Strategies team-you'll play a pivotal role in shaping the future ... provide strategic insights to internal and external audiences and mentor investment analysts across the organization. Responsibilities: + Leads the development of… more
- Neuberger Berman (New York, NY)
- …and collaborative professional seeking to develop expertise in alternatives investments and operational best practices. **Key Responsibilities:** + Document, update, ... and maintain operational workflows for alternative investment strategies, including private equity, private debt, real assets, and hedge funds. + Gather and analyze… more
- Lightsource bp (Austin, TX)
- …robust financial models capable of: o calculating returns and valuations for investments . o sizing debt, calculating ratios and running sensitivities for different ... (expected to be semi-annually). * Provide ad-hoc model update to support specific investment or divestment initiatives undertaken by the IM team or the wider group.… more
- BlackRock (New York, NY)
- …preeminent asset management firms and an outstanding provider of global investment management, risk management and advisory services. BlackRock offers a range ... gain broad exposure to capital markets. Our clients can access our investment solutions through a variety of product structures, including separate accounts, mutual… more
- Huntington National Bank (Winston Salem, NC)
- …proficiency in consumer and business deposit products, consumer/home lending, business lending, investments and credit management so that you may build consumer and ... Demonstrating acumen in sales, customer service, relationship management, banking, investments , consumer lending, business banking, business lending, communication and… more
- Bank of America (Pennington, NJ)
- …centric solutions, want the ability to learn more about markets, and investments , the **Participant Services Financial Solutions Advisor** is the ideal role for ... service expectations and following through on commitments * Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the… more
- KBR (Chevy Chase, MD)
- …supports the customers' mission to manage and oversee prioritized IT investments established by the government. Work requires ensuring that portfolio activities ... on, and analyzing cost, schedule, risk, and performance. + Monitor investment compliance. + Provide recommendations to improve integration and interoperability. +… more
- Orlando Utilities Commission (Orlando, FL)
- …opportunities, including integrated resource planning, grants management, strategic investments , new technology commercialization, and transformative projects. You ... metrics, analyzing trends and risk assessments (required) + Expertise in investment and financial analysis, feasibility studies, integrated strategic planning, and… more