- Truist (Beverly Hills, CA)
- …primary source for investment communication. + The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of ... shift (United States of America) **Please review the following job description:** The Investment Analyst (IA) is responsible for working with Investment Managers… more
- T. Rowe Price (Baltimore, MD)
- …changes on the rule library and manages projects assigned by the Lead Manager and/or the Investment Compliance management team. Responsibilities + Onboarding new ... ensure rule coding aligns with client/regulatory requirements and the investment strategy of each portfolio . + Performing...requirements and the investment strategy of each portfolio . + Performing quality assurance testing and review of… more
- Neuberger Berman (Chicago, IL)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... **Position Overview:** The Portfolio Analyst & Trader will be a member...Demonstrated passion for and interest in financial markets and investments + 1-5 years of relevant investment -related… more
- UNUM (Chattanooga, TN)
- …to take independent actions to solve problems/issues with limited involvement from manager . + Manages multiple projects simultaneously with minimal guidance from ... manager . + Ability to work collaboratively across teams to...geographical location and experience. $75,500.00-$142,700.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and… more
- PNC (Philadelphia, PA)
- …'s discretion. The ideal candidate will: * Implement complex and significant portfolio investment risk management projects. * Monitor and analyze fiduciary ... of Business) Risk Expert within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia,...and develop tools to help manage, measure, and monitor portfolio risks. * Develop performance analytics and conduct … more
- Toyota (Plano, TX)
- …view to the Benefits Committee and Pension Governance Committee on policy, asset mix, investment manager selection and investment manager termination. ... plan assets totaling $18 billion. Reporting to the Group Manager , Treasury and Investments , the person in...monitoring of investment managers. Oversee all external investment manager relationships (about 30 investment… more
- Raymond James Financial, Inc. (Chicago, IL)
- …is to drive the growth of institutional assets under management across all investment products, sourced from US investment consulting firms, with a particular ... to plan sponsors. Key responsibilities include effectively positioning Raymond James Investment Management and its affiliates' strongest capabilities in front of… more
- Wells Fargo (West Des Moines, IA)
- …a large US bank or large regional US bank in the role as an underwriter, portfolio manager , and/or relationship manager . + Exposure to large complex credits, ... + Assess the lending practices of the company's commercial loans and securities investments . + At times, serve as examiner-in-charge and direct a team of examiners… more
- Deloitte (Boston, MA)
- …Certifications: + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile ... to help clients get the most from their SAP investments -and help position businesses for the evolving digital economy....Software Engineer + Certified SAFe Product Owner / Product Manager + Certified SAFe Agilist + Certified SAFe Advanced… more
- Robert Half Finance & Accounting (Avon, CT)
- …tables and VLOOKUP functions. * Familiarity with fund administration processes and investment portfolio management. * Knowledge of month-end close procedures and ... Description Well established investment management company in the Avon area is...daily reconciliation of accounts to the custodial and/or external manager record including cash, trades, income and dividends, special… more