- Columbia Bank (Boise, ID)
- …market dynamics, credit and liquidity. + Proficient in global asset allocation strategies including alternative investments. + Monitor and assess portfolio ... thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates compliance with all bank regulations… more
- Bank of America (Frisco, TX)
- …Chief Investment Office around portfolio construction, investment/manager selection, asset allocation , and best practices for integrating our managed asset platform ... Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on… more
- City National Bank (Houston, TX)
- …achieve investment goals. * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * Trade ... to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies… more
- Commerce Bank (St. Louis, MO)
- …key relationships, including establishment of investment objective, asset allocation , selection of specific securities, investment performance reporting, and ... the client and administrative officer as appropriate. Determine the appropriate asset allocation mix, and implements the asset mix with approved securities, both… more
- RiseBoro Homecare Inc. (Brooklyn, NY)
- …each program through analysis and collaboration + Get involved in long-term business planning at the managerial and executive level + Assist in Project Management ... funding source requirements + In conjunction with the Data Analyst and the Director of Programming and Director of...costs as applicable; + Conduct periodic review of cost allocation schedules to ensure accuracy; this includes personnel, fringe,… more
- University of Southern California (Los Angeles, CA)
- …annual departmental budgets, forecasts, and financial analyses. Recommends resource allocation and adjustments based on fiscal priorities. + Ensures consistent ... risk analysis, and portfolio management. + Demonstrated ability in strategic planning , product development, and market analysis. + Knowledge of regulatory compliance… more
- Citizens (Westwood, MA)
- …seasoned and strategic Finance Senior Manager to lead financial operations and planning across Consumer Operations, a division of Consumer Banking. This high-impact ... role is central to driving cost efficiency, long-range planning , and metrics-based decision-making across multiple business lines. The ideal candidate will bring… more
- Mb Solutions, Inc. (Huntsville, AL)
- …office. + Contributes to the AMC Strategic Plan by supporting long-range planning initiatives that impact organizational design, resource allocation , and ... plans in support of combatant commands (COCOM) throughout the planning process. Responsible for managing a broad range of...workload. Major Duties: + As a senior planner and analyst , responsible for advising AMC leadership on the impact… more
- Walmart (Bentonville, AR)
- …and growth opportunities. **What you'll bring:** + Proven experience in workload planning , scheduling, and resource allocation to meet project milestones ... you'll do ** **Role summary:** The Manager, Assortment Activation, leads the planning and execution of modular assortment initiatives to ensure timely, high-quality… more
- Truist (Newtown, PA)
- …lending. 3. Advanced knowledge of a broad range of personal financial planning /advisory and investment management/asset allocation concepts and understanding of ... related to relationship building as well as banking, investments, insurance, financial planning , and trust and fiduciary services. Commits to an ongoing development… more