- Vanguard (Philadelphia, PA)
- …drives real impact. In this role, you'll help shape how Advice and Wealth Management (AWM) approaches portfolio construction through advancing strategies ... of training and experience required. Graduate degree preferred. + Understanding of portfolio construction within the wealth management business preferred.… more
- KeyBank (Portland, ME)
- …Middle Street, Suite 301, Portland Maine **JOB BRIEF (PURPOSE)** Provide centralized portfolio management and advice to provide effective strategies, solutions ... position collaborates and performs as part of the relationship management team to assure that the Wealth ...goals and objectives. **Technical** + Reviews, monitors and modifies investment portfolio construction in accordance with client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind ... building and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote...Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their… more
- Neuberger Berman (New York, NY)
- …and analysis of the investment strategies across fixed income and equity for portfolio management teams + Maintain and run, both, regular and ad hoc risk ... Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk...materials for reviews with portfolio managers, senior management and the firm's Investment Risk Committee… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …+ Minimum of ten (10) years of progressive experience in investment management , portfolio oversight, or wealth advisory roles. + Proven leadership ... and management of the multi-billion dollar TFA investment portfolio and overall investment ... Management + Administer and manage TFA's multi-billion-dollar investment portfolio . + Ensure compliance with … more
- First Horizon Bank (Knoxville, TN)
- …**Key Responsibilities Include** + Assist in equity and fixed income research and portfolio management for the firm's investment strategies + Serve ... Include** + Bachelor (4-year college) degree + 10+ years of experience of investment and portfolio management experiencean equivalent combination of… more
- BlackRock (San Francisco, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations....team and define the future of our cutting-edge equity portfolio construction platform. Built on microservices with a sleek… more
- Bank of America (Pennington, NJ)
- …The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch Managed Assets platforms in ... clients. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment...advisory business **Skills:** + Active Listening + Advisory + Investment Management + Presentation Skills + Sales… 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
- Truist (New York, NY)
- … Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM. ... help transition new clients into a collaborative and on-going portfolio management and client communication cycle. Prepare regular investment reviews for… more