- University of Rochester (Pittsford, NY)
- …and coordinates periodic updates of contact data for the LTIP's active investment manager relationships. + Communicates frequently with multiple client service ... acceptable levels. + Managessupplementalperformance analysis and reporting for alternative investments . Systems management: + Manages portfolio analytics system… more
- Newell Brands (Atlanta, GA)
- …GA Reports to: Sr. Director, RGM (Revenue Growth Management) Job Summary: The Senior Manager , RGM Price & Customer Investment Capabilities at Newell Brands is ... 10406 **Newell Brands** is a leading consumer products company with a portfolio of iconic brands like Graco(R), Coleman(R), Oster(R), Rubbermaid(R), Sharpie(R) and… more
- LACI (Los Angeles, CA)
- …Fund, and developing analysis and briefing materials that effectively present investment opportunities in LACI portfolio companies. + Partnership Recruiting, ... Services, but will work closely with the VP of Investments . What You'll Do: + Services Development and Delivery...as a founder or early hire, managing a startup investment /grant portfolio , a platform role within a… 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
- 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 ... analytics. **Responsibilities:** + Provide day-to-day coverage and analysis of the investment strategies across asset classes for portfolio management teams.… more
- Quad (Chicago, IL)
- GENERAL PURPOSE OF JOB The Manager , Broadcast Investment is responsible for all aspects of broadcast media management for assigned clients and media teams. The ... Manager oversees a team of broadcast buyers to ensure...clients' brands/products/markets/and target audiences + Ensure accountability of client investment including posting of buys and invoice reconciliation +… more
- UMB Bank (Rockford, IL)
- …The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager , Trust Advisor and Service Administrator to build the wealth ... financial planning process with clients. + Deliver wealth, financial planning, insurance, investment , and estate planning advice to clients, as assigned. + Partner… more
- Vanguard (Malvern, PA)
- …millions of dollars for clients every year. The team works with our trader and portfolio manager partners, across asset classes and passive as well as active ... Supervisory experience preferred + Strong foundation of cross asset class investment knowledge. + Ability to handle multiple, complex projects with attention… more
- ThermoFisher Scientific (Minneapolis, MN)
- … investment . + **Cross-Functional Collaboration:** Work closely with the Bioprocessing Portfolio Manager , FSD Global Marketing, North American Sales, Data ... Analytics, and Salesforce lead generation teams to deliver integrated marketing initiatives that drive measurable pipeline growth. + **Strategic Enablement:** Support execution of FSD's 2026 marketing pillars and long-term growth initiatives, ensuring that all… more
- Vanguard (Oakland, CA)
- Vanguard Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who ... management, reporting, and compliance processes, including VPI's annual Global Investment Performance Standards (GIPS) certification. + Key Interface with VPI's… more