- PNC (Philadelphia, PA)
- …OPT for this position. The ideal candidate will: * Implement complex and significant portfolio investment risk management projects. * Monitor and analyze ... to contribute to the company's success. As a Quantitative Investment Risk Modeler within PNC's Asset Management ...and develop tools to help manage, measure, and monitor portfolio risks. * Develop performance analytics and conduct … more
- Charles Schwab (Lone Tree, CO)
- … and Advice Solutions (WAS) organization is building and delivering an industry-leading wealth management experience. WAS' vision and mission is to make ... wealth management more accessible, delivering for clients...experience in Alternative Investments strongly preferred + Understanding of investment life cycle, risk, and portfolio modeling… more
- KeyBank (Brooklyn, OH)
- …CFIRS or other like certifications + Experience working in a private bank or wealth management environment + Familiarity with regulatory requirements related to ... Management organization, you will oversee the risk management of a diverse range of investment ...by Key Private Bank. As part of the KPB Wealth Compliance team, you will work closely with line… more
- Neuberger Berman (New York, NY)
- …Oversight Officer to join our team. The Trust Companies support the Private Wealth Management , Institutional, and Intermediary businesses of the firm, managing a ... Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, ... During our Advisor Training Program, you'll gain exposure to every facet of wealth management , including investments, lending, banking, and trust and estate… more
- Bank of America (Frisco, TX)
- …**Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis + Wealth Planning + Active Listening + Adaptability ... for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment /manager selection, asset… more
- Bank of America (Pennington, NJ)
- …for the Firm's clients. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment /manager selection, asset ... + Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction,...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Fifth Third Bank, NA (Charleston, SC)
- …activities in partnership with the Private Bank team. Representative of Fifth Third's investment management philosophy and platform with ability to deliver Fifth ... prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and...-related needs. + Sets client goals and develops an Investment Policy Statement (IPS) for each client portfolio… more
- Bank of America (New York, NY)
- …positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management . The team is responsible for sourcing and managing ... Alternative Investment Business Development Executive New York, New York...and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are… more
- JPMorgan Chase (New York, NY)
- DESCRIPTION: Duties: Work with strategic partners, including portfolio management , investment research, and business leader groups within JPMorgan Asset & ... Wealth Management , to provide a variety of...maintain, and automate quantitative analytics, including Holdings-based and returns-based investment strategy analysis, Portfolio construction and optimization,… more