- Truist (Charlotte, NC)
- … investment . Acts as primary point-of-contact and trusted advisor for investment portfolio stakeholders and EIS. Proactively identifies opportunities for ... mentioned below. Specific activities may change from time to time. 1. Analyzes portfolio performance, and recommends changes in investment mix to achieve goals.… more
- Bank of America (Jersey City, NJ)
- …develop and implement investment solutions. * Support new financial investment portfolio management functions through algorithm development and testing. * ... part of the role will be development of enhanced portfolio overlay products and services in line with client...Platform, Channel, CIO, Research and Control partners to deliver investment solutions. * Oversight and maintenance of internal firm… more
- JPMorgan Chase (New York, NY)
- Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of ... than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment … more
- First Horizon Bank (Coral Gables, FL)
- …closing, and lines up meeting opportunities with Wealth partners. + Assists Relationship Manager in maintaining a portfolio mix of targeted high value and ... to deliver further customer value. Position includes helping Relationship Manager organize client files, calendar, and email to develop...preferred. + Proficiency with MS Office Suite + Applicable Investment Licenses - Series 7 / 66 and insurance… more
- TD Bank (Mount Laurel, NJ)
- …Compliance Business Oversight Analyst duties:** + **Ensure ongoing compliance with the Investment Company Act of 1940, FINRA, SEC rules, and other applicable state ... Oversight Analyst provides objective guidance, support and advice to assigned portfolio , business or function to promote strong Compliance controls and processes… more
- FirstEnergy (Akron, OH)
- …tools, and processes that enable effective asset management. The position reports to the Manager , Asset Information & Tools and is an onsite position in Akron, OH. ... providing a framework for decision-making, optimizing lifecycle costs, supporting investment planning, and strengthening compliance. + Coordinate with the… more
- AbbVie (North Chicago, IL)
- …BTS Finance teams to improve various financial planning process/cycles and help ensure portfolio of investments are properly aligned with critical priorities. + ... - and products and services in our Allergan Aesthetics portfolio . For more information about AbbVie, please visit us...Work closely with senior leadership team to evaluate strategic investment landscape and 3rd party partnerships. + Partner with… more
- NJEDA (NJ)
- …and Qualifications Technical Skills: + Knowledge in venture fund and startup investment underwriting and portfolio analysis including: + Understanding of GAAP, ... within the NJEDA to support angel and venture capital investment programs in New Jersey, ultimately, with a focus...NJEDA Board meetings. Projects: + Serves as a relationship manager for startups, venture capital firms, and angel investors.… more
- Manulife (Boston, MA)
- …and responses for consultant questionnaires. + Support of General Partner operations, Investment manager & fund regulatory reporting + Provide data /reporting ... in Accounting + CPA + 10+ years of progressive experience at an alternative investment manager leading investment operations teams specialized in accounting… more
- Principal Financial Group (Des Moines, IA)
- …Asset Management Group is actively involved in all stages of the investment life cycle including ground-up development or redevelopment, the acquisition and ... management and leasing. Asset managers participate in developing the investment strategy and tactical plan for each property and...its execution. + Interact closely with a Senior Asset Manager (s) as well as local market contacts including property… more