- Scottish Rite for Children (Dallas, TX)
- …priority! We're committed to giving children back their childhood! Job Posting Title: Investment Portfolio Analyst Location: Dallas - Hospital Additional ... environment. Advanced proficiency with spreadsheets and strong working knowledge of portfolio optimization, investment management databases is required.… more
- Truist (Charlotte, NC)
- …review the following job description:** This position will report to the Senior Investment Portfolio Manager and will work closely with other team members ... range of analytical processes involving securities and strategies being evaluated for the investment portfolio 3. Generate month end portfolio risk metrics… more
- T. Rowe Price (Baltimore, MD)
- …Role Summary The Private Asset Management (PAM) group provides customized investment counseling and discretionary portfolio management for individuals, ... and other institutions. With the support of the PAM Investment Liaisons, the PAM Associate Analyst supports...the ongoing operational and client relationship activities associated with portfolio management of average 150 client portfolios… more
- City National Bank (New York, NY)
- …Knowledge* * Master's degree designation preferred. * Solid understanding of financial markets, portfolio management , investment products, and investment ... closely with various tools to ensure oversight of the investment portfolio . What you will do *...managed portfolios. * Extract and interpret data from multiple portfolio management systems to create reports on… more
- Manulife (Boston, MA)
- …in support of investment recommendations. * Interface with Credit, Trading and Portfolio Management for your portfolio companies, serve as a backup ... reviewing company publications and third-party research, and meeting with management teams and sell side professionals. The analyst... may also be responsible for independently administering an investment portfolio , as well as making … more
- Lincoln Financial (Greensboro, NC)
- …#:** 74343 **The Role at a Glance** We're excited to add an Sr. Investment Analyst to the Portfolio Management Team. In this role the Sr. Investment ... analytics to internal/external stakeholders. This role will generate fixed income investment portfolio analytics and enhance reporting processes and… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …HR solutions. Position Objective World Investment Advisors is seeking a dynamic Investment Analyst to contribute to the Investment Team's ongoing growth ... Develop and maintain relevant documentation for research projects, tasks, and assignments. + Portfolio Management + Assist with various steps of the portfolio… more
- Nuveen Investments (Chicago, IL)
- …of record. The reporting and analysis produced by the team is used by portfolio management , marketing, client service, compliance and other areas across the ... The Investment Performance Analyst - Private Credit...Related Skills Business Process Improvement, Communication, Data Analysis, Data Management , Detail-Oriented, Investment Performance Reporting, Market/Industry Dynamics,… more
- The Hartford (Wayne, PA)
- …support of Hartford Funds, with approximately $140B in assets. IAG is seeking an Investment Research Analyst to assume direct ownership and responsibility for a ... day-to-day oversight of investment strategies and providing investment support to Sales, Marketing, Product Management ,...with Excel or other spreadsheet software + Knowledge of investment tools for performance analysis and portfolio … more
- CNO Financial Group (Carmel, IN)
- …position is bonus-eligible. CNO Financial Group's **40|86 Advisors** are hiring an ** Investment Research Analyst ** who will be responsible for conducting ... fundamental investment analysis leading to investment recommendations in the firm's fixed income portfolio . This opportunity requires a strong professional… more
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