- Bank of America (Washington, DC)
- …funds, private equity offerings and real asset solutions available on the Alternative Investments platform to Portfolio Managers within Bank of America Private ... comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments , including… more
- K1 (Manhattan Beach, CA)
- …cash management + Respond to ad-hoc limited partner, internal team member, and portfolio manager requests + Review information provided to tax consultants for ... and review of quarterly reporting to limited partners and/or portfolio managers + Review compliance reporting as applicable and...inception. As of the date of this posting, K1 Investment Management, LLC reasonably expects to pay $75,000-90,000 for… more
- Nelnet (Lincoln, NE)
- …solutions. This role provides the opportunity to work across the full investment lifecycle, contributing strategic insights to enhance portfolio performance and ... Nelnet (NYSE:NNI) is a diversified company with primary businesses being investment management, loan servicing, payments, and technology including a large servicing… more
- Nelnet (IL)
- This is a key role within the Nelnet Financial Services (NFS) investment team focused on specialty finance underwriting, portfolio decisioning, and disciplined ... portfolio oversight. help maintain rigorous risk-based oversight across investments , offering a trusted, data-driven perspective on opportunities and performance… more
- JPMorgan Chase (Tampa, FL)
- …and manage responsibilities as a Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager , you will help drive the ... career to the next level. As the Head of Investments and Advice in the US Private Bank, you...priorities, identify target client opportunities appropriate for sales and investment priorities, etc. + Execute and measure a sales… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …for tracking periodic investment managers' reviews by third party and independent investment manager searches. * Generates periodic reports on investment ... and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios… more
- Bank of America (Pennington, NJ)
- …and guidance is informed by our Chief Investment Office around portfolio construction, investment / manager selection, asset allocation and best practices ... Investment Advisory Specialist II Pennington, New Jersey **To...Presentation Skills + Sales Strategy + Pipeline Management + Portfolio Analysis + Problem Solving + Strategy Planning and… more
- FM (Waltham, MA)
- …by our external investment management partners. The externally managed real assets portfolio has investments across a very wide range of styles and ... external investment managers. This includes researching new investments , new and existing manager diligence and...of performance to investment leadership * Recommend portfolio actions * Special strategic investments , co-… more
- City National Bank (Wilmington, DE)
- … business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are ... guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other...CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. * Oversee annual… more
- Bank of America (New York, NY)
- Senior Treasury Sales Officer - FIG Sales NA Investments and Securities New York, New York;Chicago, Illinois **To proceed with your application, you must be at least ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Senior-Treasury-Sales-Officer FIG-Sales-NA- Investments -and-Securities\_25045535) **Job Description:** At Bank of America, each day… more