- Raymond James Financial, Inc. (St. Petersburg, FL)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. + Interacts with ... sufficient to administer personal trusts and estate settlements + Fundamental investment concepts, practices and procedures used in the securities industry. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …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 Financial Advisors in the personal trust administration process. + May participate as a voting member of the Trust Administrative Committee. + Exercises discretionary personal trust administrative authority as may be allowed… more
- Equitable (New York, NY)
- … Officer -a single, integrated leadership role encompassing strategic investment management, asset -liability oversight, and manager accountability. Reporting ... Deputy Chief Investment Officer - General Account (HYBRID)... approach. **Role Summary & Responsibilities** : + **Strategic Asset Allocation & Product Strategy** : Develop… more
- JPMorgan Chase (New York, NY)
- …Analyst, you will join the Portfolio Analytics team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head ... is responsible for developing proprietary models and analytical tools for asset allocation , portfolio construction, performance attribution and risk management.… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE...IRA's, and 529 Plans preferred. * Knowledge of CNS Investment program and products, asset allocation ... day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals...of City National Securities and the CNS Advisory and Asset Allocation Products. * Maintain a proactive… more
- Citigroup (Queens, NY)
- …Citi's US Defined Benefit and Defined Contribution retirement plans and advises on the Asset Allocation and Investment strategy for all the International ... **Job Title:** Hedge Fund and Private Credit Investment Officer (Senior Vice President) The...Custodian bank to ensure accurate and timely reconciliation of investment transactions, efficient cash management, and seamless asset… more
- PNC (Washington, DC)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... to contribute to the company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization, you will be… more
- City and County of San Francisco (San Francisco, CA)
- …the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... experienced investment professional for the position of Investment Officer ("IO") for its Real Assets...Work closely with SFERS' real assets consultants to achieve asset class goals and manage the portfolio in accordance… more
- City and County of San Francisco (San Francisco, CA)
- …the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... Appointing Officer . What We're Looking For The Investment Officer of Sustainable Investing and Stewardship...sustainable or impact investing approach across a range of asset classes. + Expertise in relevant data systems such… more
- PNC (San Francisco, CA)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... Investment Banking, Sales **Competencies** Competitive Environment, Credit Analysis and Verification, Customer Experience Management., Effective Communications, Financial Engineering, Knowledge of Underwriting, Prospecting., Selling. **Work Experience**… more