- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth ... with additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham Trust… more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial ... a dynamic work environment + Participate in and contribute to the Trust Investment Committee + Enthusiastically embrace, support, and model the bank's values and… more
- NBT Bank (Syracuse, NY)
- …in accordance with the objectives of the account. Serves as a member of the Trust Investment Committee. Department: Trust Investment Skills and Abilities ... objectives while making recommendations. Understands and stays updated of the current investment climate while ensuring that customers and Trust Division… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
- Neuberger Berman (New York, NY)
- …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust ... Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight … more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III State Teachers' Retirement System JC-484406 - Investment Officer III INVESTMENT OFFICER III, STATE TEACHERS' ... is seeking an experienced individual to work as an Investment Officer III (IO III) on the...Information** **CalSTRS: Securing the financial future and sustaining the trust of California's educators** CalSTRS is the largest educator-only… more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer - Performance & Risk Reporting is responsible for the production, ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...composites, and maintaining data integrity across reporting systems. The Investment Officer will also collaborate across departments… more
- City and County of San Francisco (San Francisco, CA)
- …For SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Public Fixed Income portfolio, which includes ... dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised... management experience at a position equivalent to an Investment Officer or higher with an … more
- City and County of San Francisco (San Francisco, CA)
- …SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Asset Allocation, Risk Management, and Innovative ... dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised... management experience at a position equivalent to an Investment Officer or higher with an … more
- City and County of San Francisco (San Francisco, CA)
- …For SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Real Assets portfolio, which includes real ... dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised... management experience at a position equivalent to an Investment Officer or higher with an … more
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