- Bank of America (San Antonio, TX)
- …overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key ... Investment Management Specialist San Antonio, Texas **To proceed...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Navy Federal Credit Union (San Diego, CA)
- …broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to include market strategy, product demonstration and promoting ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- City and County of San Francisco (San Francisco, CA)
- … Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution * Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
- City and County of San Francisco (San Francisco, CA)
- … Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual ... or consulting firm. Substitution + Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar… more
- Truist (Tampa, FL)
- …Please use numbers to separate each distinct responsibility. 1. Critical partner in new business development and acts as a primary source for investment ... 5. Manage the daily trading activities in discretionary, non-discretionary, and trust -based portfolios 6. Implement investment recommendations and transition new… more
- City of New York (New York, NY)
- …health, integrity, and effectiveness of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers, and build a more just, ... face together. The Bureau of Asset Management is responsible for oversight of the investment portfolios of the five New York City pension systems. Through a culture… more
- City of New York (New York, NY)
- …health, integrity, and effectiveness of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers, and build a more just, ... face together. The Bureau of Asset Management is responsible for oversight of the investment portfolios of the five New York City pension systems. Through a culture… more
- City of New York (New York, NY)
- …health, integrity, and effectiveness of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers, and build a more just, ... face together. The Bureau of Asset Management is responsible for oversight of the investment portfolios of the five New York City pension systems. Through a culture… more
- BlackRock (New York, NY)
- …internal and external webinars and events + Interact with portfolio management, research, business development and clients + Stay current on proposed and actual ... Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and… more
- Regions Bank (Indianapolis, IN)
- …and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and developments in ... as the Portfolio Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of… more