- Robert Half Finance & Accounting (Philadelphia, PA)
- …like Schwab or Fidelity preferred. + Strong understanding of financial markets, asset allocation , tax, and estate planning basics. + Excellent proficiency ... quarterly performance reports. + Monitor and update client investment asset allocations. + Conduct research and due...update client investment asset allocations. + Conduct research and due diligence on investment options, including mutual… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Reviews and Retrospectives. + Synthesizes client/prospect account data to develop customized portfolios/ asset allocation proposals in order to aid testing in ... + Ability to run SQL queries in Oracle databases when needed to research / troubleshoot issue. + Ability to translate technical concepts to business audience… more
- JPMorgan Chase (New York, NY)
- …client advisors in 120 offices in 11 countries. **Role Summary** As a Quantitative Research Analyst , you will join the Portfolio Analytics team within Wealth ... is responsible for developing proprietary models and analytical tools for asset allocation , portfolio construction, performance attribution and risk management.… more
- CalSTRS (Sacramento, CA)
- …The incumbent will consult on, recommend and participate in the implementation of asset allocation and various credit strategies consistent with policies and ... incorporate fundamental and systematic factor-based methods of security selection and asset - allocation in order to generate returns that exceed benchmarks.… more
- State of Michigan (East Lansing, MI)
- …drivers of risk and return, as well as playing a lead role in asset allocation recommendations and investment manager selection. Position provides opinion and ... Experience Four years of professional experience equivalent to a Treasury Investment Analyst P11. Please Note: A position is considered professional if the job… more
- City and County of San Francisco (San Francisco, CA)
- …Additionally, the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... Work closely with SFERS' real assets consultants to achieve asset class goals and manage the portfolio in accordance...portfolio in accordance with the Strategic Plan. + Perform research on investment trends affecting global markets and engage… more
- Bloomberg (New York, NY)
- …and Global Strategy platform. Our Global Strategy team delivers ground breaking, cross- asset research covering Equities, Fixed Income, FX, Commodities, ESG, and ... complex investment challenges. We're looking for a Private Markets Analyst who's ready to lead and shape our private...leader in private capital markets by producing timely, data-rich research across asset classes and strategies +… more
- Bank of America (Frisco, TX)
- …by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation , and best practices for integrating our managed ... Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices… more
- City National Bank (Houston, TX)
- …strategies to achieve investment goals. * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * ... * Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their… more
- The Arc Erie County NY (Williamsville, NY)
- …not limited to, general ledger coding, expense analysis, & budget variance research and reports. Key Performance Areas + Preparing bank and investment reconciliation ... budgets, monthly HAP vouchers, Annual REAC filings + Ensure agency allocation align with organizational goals and regulatory standards. Qualifications Needed +… more
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