- Huntington National Bank (Columbus, OH)
- …+ Communicate key developments in external research and manager performance to portfolio managers and the investment team. + Assist in preparing periodic ... Description + Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment … more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... industry experience required, CFA, and/or other designations preferred + Experience in manager due diligence and portfolio construction, preferably across all… more
- JPMorgan Chase (New York, NY)
- …new business presentations and investment reviews including market outlook, fund/ portfolio and underlying investments . + Excellent written and oral ... collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product… more
- Citigroup (Queens, NY)
- …via track record analyses of historical cash flows and performance data to verify investment manager track record returns + Support the monthly and quarterly ... Private Assets Investment Officers and Operations in all aspects of portfolio asset management across diverse sub-asset classes + Participate in new … more
- JPMorgan Chase (New York, NY)
- …risks and conservatively invest the Firm's excess liquidity through a ~$300 billion investment securities portfolio . Treasury's core mandate is to manage the ... (iv) creation of business efficiencies. **Job responsibilities:** + Support CIO & Treasury Business Manager swork to support the NA Portfolio Managers and the NA… more
- JPMorgan Chase (Jersey City, NJ)
- …Investment Office, with a focus on the Finance function, supporting the Investment Portfolio and Treasury Funding teams. **Job responsibilities:** + Maintain ... Join JPMorgan Chase as a Control Manager - Senior Associate within Treasury/Chief Investment...FR Y-9C, LCR, NSFR + Subject matter expertise in portfolio management, treasury, and related financial and regulatory reporting… more
- City of New York (New York, NY)
- … recommendations to internal Investment Committee; - Monitoring and managing the portfolio of existing investments to ensure compliance with the terms of the ... with quarterly peer virtual calls. * Performing other related duties as assigned. INVESTMENT MANAGER (COMPTROLLE - 95611 Qualifications 1. A graduate degree from… more
- Bank of America (San Antonio, TX)
- …updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and shares ... such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...and Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis… more
- Zions Bancorporation (St. George, UT)
- …lending, investment , treasury, and deposit relationships. + Co-manage with designated portfolio manager to increase client profitability + Maintain a high ... sales and networking acumen. + Ability to work effectively with designated Portfolio Manager , other individuals, and groups across the company to manage customer… more
- BlackRock (New York, NY)
- …access to the opportunities, information and resources available to a global asset manager combined with the agility of autonomous investment teams. **We ... be enhanced by the firm-wide sharing of market knowledge and perspectives. Good investment decisions arise from integrating research with portfolio management. A… more