• United Nations (New York, NY)
    …Nations Joint Staff Pension Fund (UNJSPF). The incumbent will report to the Senior Investment Officer (SIO) of the Asia Pacific Team, who reports directly to ... Reporting The United Nations Secretary-General is responsible for the investment of the assets of the United Nations Joint...and related matters to governing bodies. *Serves as the Officer In Charge when required in the absence of… more
    Upward (07/20/25)
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  • City of New York (New York, NY)
    …who help with climate finance work. Advises on strategies and recommendations for the Chief Investment Officer (CIO) on how BAM and the Systems can continue to ... of Asset Management is responsible for oversight of the investment portfolios of the five New York City pension...the City of New York. The Senior Climate Finance Officer reports to the Chief ESG Officer ,… more
    Upward (07/18/25)
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  • Arvest Bank Operations, Inc. (Bartlesville, OK)
    …business from client base. Establish a call plan and work closely with Regional Investment Officer to regularly call on the high potential clients and centers ... of influence. Work closely with Regional Investment Officer to develop and maintain the investment strategies according to customer's goals/expectations… more
    Upward (07/20/25)
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  • 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 ... Fiduciary laws and principles sufficient to administer trusteed IRAs. Fundamental investment concepts, practices and procedures used in the securities industry.… more
    Upward (06/26/25)
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  • Truist (Norfolk, VA)
    …& Health Insurance licenses 2. Sound working knowledge of holistic banking/ investment platforms, products, services, operations, and systems General Description of ... Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by… more
    Upward (07/15/25)
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  • PURE Insurance (White Plains, NY)
    …a senior leader reporting into PURE's Executive Vice President & Chief Financial Officer and work closely with the Controller, Investment Accountants and General ... associated operations Delivering findings and insights to the Chief Financial Officer and Investment Committee Maintaining relationships with external managers,… more
    Upward (07/20/25)
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  • Maslow Wealth Advisors (Austin, TX)
    …of over $2B of assets. Job Title: Portfolio Analyst Reports To: Chief Investment Officer and Portfolio Manager Job Description: The Portfolio Analyst is ... to meet the unique needs of our clients. The investment team oversees the portfolio construction and investment...responsible for supporting the development of investment strategies, due diligence processes, investment reporting… more
    Upward (07/19/25)
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  • Larson Maddox (Chicago, IL)
    An up and coming fintech firm in Chicago is looking to hire a Senior Compliance Officer . In this key role, you will help ensure that both the broker-dealer firm and ... updates to internal procedures and compliance programs to the Chief Compliance Officer (CCO). Collaborate with institutional and insurance business units to identify… more
    Upward (07/06/25)
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  • Whittier Trust (Menlo Park, CA)
    …to clients, clients' families, agents, and professional advisors. Participate with the investment officer in client meetings. Coordinate with the investment ... the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated… more
    Upward (07/05/25)
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  • B. Riley Securities (Chicago, IL)
    B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking ... services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary… more
    Upward (07/12/25)
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