- KeyBank (Pepper Pike, OH)
- …and to enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a culture of accountability by ... Ohio 44124 Job Description ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives.… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Area Investment Manager provides direction and strategy for the Brokerage sales activities within a ... of the branches within a designated region. The Area Investment Manager is responsible for adherence to regulatory and...a high level of knowledge about investments and other trust products; functions as a product menu expert for… more
- BJC HealthCare (St. Louis, MO)
- …opportunity for an Investment Tax Manager. Ideally looking for experience with trust and state returns. The role will work closely with other BJC departments ... nonprofit, for profit corporations and joint ventures. Analyzes more than 200 investment partnership Schedule K-1s including oil and gas investments of publicly… more
- Publicis Groupe (New York, NY)
- …into the Supervisor position and will be a part of the National Video Investment Team. This team works collectively to ensure that we have a thorough understanding ... folks with basic level of understanding of how media investment works. + 1-2 years of experience with Basic...skills that drives our culture. + Has strong relationships, trust , respect, and support from others + Hungry to… more
- Raymond James Financial, Inc. (Boston, MA)
- …company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment ... May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that… more
- Bank of America (Chandler, AZ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **To proceed with your application, you must be at least 18 years ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Consumer-Investments Investment -Specialist-Trainee--Obtain-SIE-Series-7 66-\_25036654) **Job Description:** At Bank of America, we… more
- CIBC (New York, NY)
- …Finance business, you will play a pivotal role within CIBC's New York-based Investment Banking team. The environment is dynamic and fast-paced, requiring you to ... **Skills** Analytical Thinking, Business, Capital Markets, Financial Markets Analysis, Investment Banking, Investment Valuation, Mergers and Acquisitions (M&A),… more
- UMB Bank (Milwaukee, WI)
- …accurate setup when new funds come to the company. As an **Alternative Investment Specialist** , you will balance accounts to achieve complete accuracy. As you ... detail-orientation to balance and review transactions for all alternative investment accounts to achieve complete accuracy. + Use your...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Lincoln Financial (Radnor, PA)
- …opportunity. **Requisition #:** 74883 **The Role at a Glance** The Sr. Investment Sales Enablement Consultant will strive to build strong long-term relationships ... through outstanding customer service and a comprehensive suite of investment management solutions to our diverse distribution client base. This position offers a… more
- UMB Bank (Ogden, UT)
- …Investments Team** provides accounting, pricing, and reconciliation services for our alternative investment fund clients. This group is a growing team that continues ... + Bachelor's Degree in one of the following Accounting, Finance, Investment Banking, Economics, or International Business **Compensation Range:** $40,950.00 -… more