- BlackRock (Sausalito, CA)
- …and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We ... in the finance industry and working for an established investment management firm. Our headquarters is in...Bay, and East Bay. **Key Responsibilities:** . Support the portfolio management and trading teams' operational workflows… more
- US Bank (Minneapolis, MN)
- …seeking experienced portfolio managers to join our Portfolio Management and Underwriting team, supporting various investment fund strategies. This role ... the private equity fund industry. We provide direct equity investment as well as subscription credit facilities to private...to work directly with private equity clients, lead strategic portfolio initiatives, and contribute to the growth of a… more
- Oriental Bank (San Juan, PR)
- …diversified modern financial services holding company with operations spanning Banking, Wealth Management , and Treasury. Our US Banking division encompasses ... the underwriting of new commercial loan originations across various industries and portfolio management efforts of existing credit relationships. MAIN DUTIES AND… more
- JPMorgan Chase (New York, NY)
- …calls and research meetings to stay current on all JP Morgan Wealth Management products and services + Provides investment support across a diverse suite of ... The Investment Associate is an integral member of the...and global economic outlook. **Job Responsibilities:** + Advise on portfolio construction including overall asset allocation, tactical shifts and… more
- BlackRock (Boston, MA)
- … products and resources + Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations + Embrace data-driven ... in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the... Advisory. The group has exceptional access to the investment teams, resources, and strategies within BlackRock. Alternative … more
- Scotiabank (Houston, TX)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the… more
- Scotiabank (Houston, TX)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... EST** **Who We Are:** Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the… more
- Wells Fargo (Charlotte, NC)
- …the Corporate Plans Investment Team ("Team") in Investment Solutions for Wealth & Investment Management . The Team's responsibility is to support the ... named investment fiduciary for the Wells Fargo Employee Retirement Plans...portfolio construction within a multi-asset framework. + Project management experience and proven ability to meet deadlines and… more
- JPMorgan Chase (New York, NY)
- Financial sponsors, sovereign wealth funds, family offices and their portfolio companies continue to be an important component of M&A activity, accounting for ... execution to our financial sponsor clients. As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and… more
- Robert Half Finance & Accounting (Cincinnati, OH)
- Description We are currently seeking a Portfolio Planning Associate, this role is based in Cincinnati, Ohio, United States. As a Portfolio Planning Associate you ... and articulate their financial goals with respect to retirement, education, wealth preservation, and other. * Developing coherent and realistic financial plans… more