- BlackRock (Atlanta, GA)
- …team within PCG. You will be primarily responsible for interpreting and analyzing the investment guidelines of our clients and coding them into BlackRock's ... we use coding in this role: **New account coding** - interpreting the client's investment guidelines from the completed Investment Management Agreement (IMA)… more
- Edward Jones (St. Louis, MO)
- …**Team Overview:** Edward D. Jones & Co, LP ("Edward Jones") is seeking a Fund Investment Guidelines Senior Analyst for our Proprietary Funds Investment ... Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust… more
- T. Rowe Price (Baltimore, MD)
- …Charles River (CRD), and supports client reporting on these restrictions. The Investment Compliance Analyst collaborates with, and provides information ... in ways that matter to you . Role Summary Investment Compliance is a global team responsible...When necessary, liaises with trading, legal, client operations and/or investment personnel by assisting with interpretation of guidelines… more
- University of Michigan (Ann Arbor, MI)
- Investment Analyst Apply Now **How to Apply** A cover letter is required for consideration for this position and should be attached as the first page of your ... investment team for a two-year tenure as an Investment Analyst . **What You'll Do** Reporting to...support for monitoring existing managers, performance analysis, staffing, and compliance with guidelines + Liaison with consultants… more
- Charles Schwab (San Francisco, CA)
- … guidelines to their respective portfolios by ensuring proper oversight and compliance . The Investment Guidelines Oversight Manager is responsible for ... trading activities of portfolio managers and sub-advisors to ensure compliance with agreements and investment guidelines . The ability to code compliance… more
- T. Rowe Price (Baltimore, MD)
- …investment activities. This includes account customization, interpreting account guidelines , resolving compliance issues and overseeing performance ... matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM...Portfolio Managers to resolve trading issues. + Works with Compliance and Legal to clarify and resolve investment… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …assumptions (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market research that are ... insights and allocation decisions to internal and external stakeholders. The Investment Analyst will also generate thought leadership on market dynamics,… more
- T. Rowe Price (Baltimore, MD)
- … investment activities. This includes account customization, interpreting account guidelines , resolves compliance issues and oversees performance composites. ... matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the ...regarding trades, accounts and best practices + Works with Compliance and Legal to clarify and resolve investment… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …assigned. **Knowledge of** * Company's working structure, policies, mission, strategies and compliance guidelines . * Advanced investment concepts, practices ... experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when… more
- BlackRock (Wilmington, DE)
- …bringing strategic visions to fruition? Look no further! BlackRock is pursuing an ** Analyst /** **A** **ssociate** of Investment Accounting to become a part of ... like to be part of an organization that makes a difference. Our Investment Accounting Group provides accounting and regulatory data services to insurance clients.… more