- City National Bank (Chicago, IL)
- …new business, work on bringing in additional assets from existing clients. * Investment Strategy /Trading and Research * Demonstrate expert knowledge of both ... * Account and Portfolio Management * Manage an assigned group of investment portfolios. * Work closely with clients and advisors, advising them on strategies to… more
- BMO Financial Group (Barrington, IL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace… more
- PNC (Philadelphia, PA)
- …the team's detailed qualitative and quantitative analyses, partnering with our investment strategy , manager due diligence, trading implementation, and risk ... due diligence research, monitoring and analytical activities for a variety of investment portfolio disciplines. Participates in manager interviews. + Actively… more
- PNC (Washington, DC)
- …data and numbers are accurate and ready for client consumption. * Assist Investment Team with portfolio rebalances and/or trade preparation/modeling. * Maintain ... be successful in this position. **Preferred Skills** Decision Making, Finance Strategy , Investment Management, Legal Practices, Real Estate Settlements, Revenue… more
- The Hartford (Charlotte, NC)
- … strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance. ... Join our team as we help shape the future. The Personal Insurance Technology Strategy and Lean Portfolio Management team is looking for highly skilled Senior… more
- Commerce Bank (Kansas City, MO)
- …members of department + Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...Functions + Participate in leadership activities, including policy and strategy committees + Serve as a resource for other… more
- Eastern Bank (Boston, MA)
- …CT bond and equity strategies. Acts as an internal and external spokesperson on investment topics. + Mentors other portfolio managers and members of the team, ... Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and… more
- JPMorgan Chase (Columbus, OH)
- …commentary, research opinions, and economic forecasts to assist in determining tactical investment strategy + Actively participate and represent the platform's ... allocations and key risk metrics + Determine account & portfolio suitability of securities for participation in investment...philosophy, process & strategy styles at client, consultant and internal meetings +… more
- Bristol Myers Squibb (Princeton, NJ)
- …manner portfolio health analyses including risk-reward, investment efficiency, portfolio balance, etc. + Partner within Enterprise Strategy and leaders ... analysis, revenue range outcomes, risk analysis, regional mix + Facilitate investment trade-off analyses to support continuous portfolio prioritization in… more
- Newell Brands (Sandy Springs, GA)
- …environment where you can be your best, every day. he Innovation Portfolio Program Leader is responsible for facilitating investment allocations across ... are moving through the Innovation process in support of the Innovation Strategy : + ** Portfolio ** : The **Innovation Portfolio Program Leader** in conjunction… more