- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the investment activity for the ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...for the five New York City pension systems. The Investment Officer will report to the DCIO… more
- City of New York (New York, NY)
- …of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the Public Equity allocation, which currently ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...totals approximately $117 billion. The Investment Officer will report to the Head… more
- City of New York (New York, NY)
- …resources of plan beneficiaries and the City of New York. The Senior Investment Officer will be responsible for developing Portfolio Construction methodologies ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...to the development of analytical infrastructure. Additionally, the Senior Investment Officer will be a vital resource… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and… more
- CIBC (Chicago, IL)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a **Community Investment Officer ,** you'll manage and expand CIBC's Community ... act as an originator and portfolio manager for key investment products such as Low-Income Housing Tax Credits (LIHTCs),...driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you… more
- NBT Bank (Syracuse, NY)
- …high net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that ... designation desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager...of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions,...decedent for estate tax purposes, it is the Estate Officer 's role to oversee the administration of the estate… more
- JPMorgan Chase (New York, NY)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and ...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & ..., you will manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary ... & Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and...distributions, and tax reporting + Attract and develop new trust and investment management business + Serve… more
- JPMorgan Chase (New York, NY)
- …advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate ... * Oversee investment decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the needs of the trust… more
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