- Bank of America (Boston, MA)
- …maintains robust frameworks, services, and tools to deliver goals-based wealth management, including asset allocation and portfolio construction across all ... asset classes, and manages discretionary single asset and multi- asset portfolios. The CIO Due...traditional and alternative strategies. The Private Market Due Diligence Analyst leads the investment due-diligence process from start to… more
- Tompkins Financial Advisors (Wyomissing, PA)
- …multi‑billion‑dollar portfolios and supervising investment teams. Deep knowledge of modern portfolio theory, asset allocation strategies, and fiduciary ... . Ensure compliance with TFA's Investment Policy and applicable laws. Manage asset allocation , risk budgets, and investment strategies for optimal performance.… more
- EisnerAmper LLP (Owings Mills, MD)
- …oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation , and manager selection. This role partners closely with ... alignment with client needs, market conditions, and firm strategy. Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency… more
- EisnerAmper LLP (Minneapolis, MN)
- …oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation , and manager selection. This role partners closely with ... alignment with client needs, market conditions, and firm strategy.* Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency… more
- Prosperity - An EisnerAmper Company (Woodbridge, NJ)
- …oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation , and manager selection. This role partners closely with ... alignment with client needs, market conditions, and firm strategy. Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency… more
- Mercer Advisors (San Francisco, CA)
- …understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews Comprehensive understanding ... by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and… more
- Manulife (Boston, MA)
- … funds. This position offers a unique opportunity to gain exposure to portfolio management, asset allocation research and cutting-edge investment technology. ... portfolio construction studies to help formulate optimal strategic and tactical asset allocation mixes + Drive innovation by leveraging advanced analytics… more
- FM (Waltham, MA)
- …the investment platform. + Apply quantitative and analytical techniques to support asset allocation , portfolio construction, and risk management across ... Analyst to join our investment team. The analyst will support the team on portfolio ...the total portfolio and individual asset classes. + Monitor and evaluate portfolio … more
- Vanguard (Malvern, PA)
- …required. + Strong analytical skills and curiosity to explore innovative approaches to asset allocation across diverse asset classes. + Excellent ... of this growing team, we are seeking a Model Portfolio Solutions Analyst /Quantitative Strategist to play a...new solutions: Partner with business units to design innovative portfolio solutions, including custom multi- asset models and… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with ... * Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. * Presents or… more
