• Investment Officer , Public Equity

    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 ... totals approximately $117 billion. The Investment Officer will report to the Head...selection and sizing. Contribute towards building a more efficient portfolio to meet investment objectives of the… more
    City of New York (06/28/25)
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  • Investment Officer - Infrastructure

    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 (07/10/25)
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  • Investment Officer , Responsible…

    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 ... for the five New York City pension systems. The Investment Officer will report to the DCIO...Preparing and presenting investment recommendations to internal Investment Committee; - Monitoring and managing the portfolio… more
    City of New York (06/28/25)
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  • Trust Officer

    Access Dubuque (Dubuque, IA)
    …our fiduciary services across Eastern Iowa. **What You'll Do:** As a Trust Officer , you will manage a diverse portfolio of IRAs, Investment Agencies, ... Trust Officer **Fidelity Bank & ... Trust Officer **Fidelity Bank & Trust ** 1...distributions, and tax reporting + Attract and develop new trust and investment management business + Serve… more
    Access Dubuque (07/19/25)
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  • Senior Trust Officer

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... and approve portfolio changes. * Interacts with beneficiaries, their advisors and...operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust… more
    Raymond James Financial, Inc. (07/23/25)
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  • Trust Officer

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... and approve portfolio changes. * Interacts with beneficiaries, their advisors and...operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust… more
    Raymond James Financial, Inc. (07/15/25)
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  • Trust Officer

    Raymond James Financial, Inc. (Portsmouth, NH)
    …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... and approve portfolio changes. + Interacts with beneficiaries, their advisors and...operations. + Financial markets, products, financial advisory function, and investment process. + Directed Trust administration experience… more
    Raymond James Financial, Inc. (06/24/25)
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  • Trust Officer

    City National Bank (Wilmington, DE)
    …provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank colleagues. * ... * TRUST OFFICER * WHAT IS THE OPPORTUNITY?...and approval. * Work with appropriate colleagues to develop investment strategies. * Oversee distribution of client's assets upon… more
    City National Bank (07/23/25)
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  • KPB Sr Trust Officer

    KeyBank (Syracuse, NY)
    …discretionary distribution analysis and documentation of decision making + Interprets investment decisions made by portfolio manager + Displays above-average ... Management Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other… more
    KeyBank (06/05/25)
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  • Investment Oversight Manager

    Neuberger Berman (New York, NY)
    …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust ... Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust...and evaluates portfolio construction on behalf of Trust Officers. **Responsibilities** The Trust Investment… more
    Neuberger Berman (05/28/25)
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