- FM (Waltham, MA)
- …challenging roles. This is a senior role, working closely with the Portfolio Manager , External Investment Management - Public Markets, Senior PM's, Chief ... Investment Officer (CIO), and other senior Investments leaders and staff, across asset classes, with a primary focus on public equities investments with our… more
- Raymond James Financial, Inc. (Memphis, TN)
- …+ Partner with business units to recommend policy and process changes to Senior Management. + Ensures effective coordination occurs within assigned work group and ... compliance. + Rules and regulations of: Securities Exchange Commission (SEC), Investment Advisers Act of 1940 and SEC regulatory environment; Financial Industry… more
- Charles Schwab (Westlake, TX)
- …on proposed AIs and prepare Alts Risk Assessment Reports for Senior Manager review by going through investment offering documents + Review Alts ... correspondence and quarterly/annual Alts updates to ensure ongoing policy compliance + Maintain Alts records - ensure files are complete, well-organized, and documented for quick retrieval + Conduct annual review of DAFgiving360 Fund (SCF) Alts positions to… more
- City and County of San Francisco (San Francisco, CA)
- …which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public Fixed Income, the Managing Director ... risk metrics. + Responsible for the organization and maintenance of investment manager agreements, guidelines, subscription documents, offering memorandums,… more
- Municipality of Anchorage (Anchorage, AK)
- DIRECTOR OF INVESTMENT OPERATIONS - Range 24 / EXE Print (https://www.governmentjobs.com/careers/moa/jobs/newprint/5054970) Apply DIRECTOR OF INVESTMENT ... under any circumstances. Example of Duties The Director of Investment Operations (DIO) leads all day-to-day investment ...functions of the MOA Trust Fund, serving as Trust Manager under the AMC, IPS, and role-specific guidance. Reporting… more
- Charles Schwab (San Francisco, CA)
- …Research Analyst will have ownership of the private credit universe and will lead our manager search and manager investment due diligence efforts, as well as ... Solutions group to determine the areas of focus for manager search. The Senior Alternative Investments Research...Investments Research Analyst will be responsible for leading ongoing manager investment due diligence and working with… more
- Vanguard (Malvern, PA)
- …drive our business forward + Receive rigorous coaching and mentorship from an MBA program manager and a senior department management to help prepare you for a ... Areas + Equity Investment Group - Equity Investment Specialist + Fixed Income Group - Senior... Investment Strategist + Portfolio Review Department - Investment Product Manager + Quantitative Equity Group… more
- JPMorgan Chase (New York, NY)
- … Investment Product and Platform team, you will work closely with investment specialists, product development, manager research, and other areas to enhance ... The Investment Product and Platform team within JP Morgan...senior management for opportunities to further advance the investment product offering and advisor toolset + Research and… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...Strategist will be a strategic business leader and project manager , serving as a change agent, rallying support for… more
- City of New York (New York, NY)
- …or Access, is highly valued. The Investment Officer will report to the Senior Investment Officer - Risk, responsibilities include, but are not limited to, ... projects such as asset allocation studies, policy reviews, and system enhancements. INVESTMENT MANAGER (COMPTROLLE - 95611 Qualifications 1. A graduate degree… more