- JPMorgan Chase (Jersey City, NJ)
- …investment securities that are managed for the longer-term as part of the firm's investment securities portfolio . As a Treasury / Chief Investment Office ... Corporate Treasury and Chief Investment Office (TCIO) is a critical function within...the firm's global capital, balance sheet, liquidity and funding strategy and positions, as well as establishing funds transfer… more
- JPMorgan Chase (Plano, TX)
- …advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be expected to ... present on capital markets as well as investment solutions and work collaboratively with field leadership to...with field leadership to implement the US Wealth Management strategy . Your role will be pivotal in advisor development,… more
- Neuberger Berman (Chicago, IL)
- …marketing and client development efforts. The team partners closely with product strategy & marketing, client coverage, portfolio managers and client reporting ... Berman:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management as of… more
- Thrivent Financial (OH)
- …as needed to position Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolio 's in client investment and retirement strategies. They achieve this by ... **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed… more
- PrincePerelson & Associates (Salt Lake City, UT)
- ** Investment Reporting Analyst** **Salt Lake City, UT - Hybrid** We're partnering with a well-established, boutique financial services firm that provides tailored ... investment and advisory solutions to a highly selective client...high-performing team where your work directly impacts both internal strategy and the client experience. You'll be responsible for… more
- UNUM (Chattanooga, TN)
- …+ Assign internal credit outlooks and rate credits biannually + Perform quarter-end portfolio pricing in conjunction with Investment Accounting + Work alongside ... The individual will provide credit opinions and recommendations to the portfolio manager and internal committees. These opinions and recommendations are utilized… more
- Aegon Asset Management (Cedar Rapids, IA)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- JPMorgan Chase (New York, NY)
- …for new business, and developing marketing materials. Collaborating closely with portfolio managers, sales channels, other investment specialists, and internal ... and internal groups + Facilitating meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings) +… more
- Comerica (Frisco, TX)
- …Comerica's investment portfolio . Prepare and present diversification and investment strategy presentations to senior management. Utilize and maintain a ... to individual security and product type analysis utilized to formulate investment strategy , purchases and sales of multimillion-dollar securities, internal,… more
- JPMorgan Chase (New York, NY)
- … investment professionals who are dedicated to structuring creative and opportunistic investment ideas to meet clients' portfolio objectives across all asset ... wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll… more
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