• Trust Associate I

    Canandaigua National Bank & Trust (Pittsford, NY)
    … Associate is responsible for providing premium customer service to our CNB Wealth Management and Trust Services clients. This position is responsible for the ... Routinely respond to client inquiries and must have preliminary knowledge of trust , investment , and estate planning concepts. Anticipates client and officer… more
    Canandaigua National Bank & Trust (09/17/25)
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  • Wealth & Investment Management…

    Wells Fargo (Minneapolis, MN)
    …access to highly experienced and credentialed professionals that deliver cash management , complex custom credit, and trust services directly to clients. Our ... talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and lines of business at… more
    Wells Fargo (09/16/25)
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  • Investment Officer - Asset Allocation, Risk…

    City and County of San Francisco (San Francisco, CA)
    …due diligence and model portfolio construction, and review and negotiate investment management agreements; * Provide recommendations/advice on investment ... implementation of quantitative models used in asset allocation, risk management , liquidity management , cash flow...statistics, or similar field; AND Three (3) years of investment experience with an investment management… more
    City and County of San Francisco (09/23/25)
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  • Healthcare Relationship Manager

    Columbia Bank (San Jose, CA)
    … services to these clients include: deposit, cash management , credit, investment management , and trust services. + Business development of client ... relationships. + Engage with bank partners for wealth management and implementation strategies to include investments, trust , financial planning, and other… more
    Columbia Bank (09/09/25)
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  • Investment Officer I

    NBT Bank (Albany, NY)
    …and present sales proposals + Knowledge of investment markets, portfolio management , securities trading and trust industry Unique Job Characteristics and ... customers to provide periodic account reviews. Constructs portfolios from cash and adjusts holdings of new portfolios to comply...trust accounts and meet with customers to update investment performance. Conduct portfolio management on all… more
    NBT Bank (08/29/25)
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  • Investment Officer III, Inflation Sensitive

    CalSTRS (Sacramento, CA)
    …general direction of the Associate Portfolio Manager, the IO III provides high level investment and financial expertise to staff and management . The incumbent is ... Job Posting: Investment Officer III, Inflation Sensitive State Teachers' Retirement...it against inflation, generate enhanced yield and provide stable cash flows. The unit's portfolio is currently split between… more
    CalSTRS (09/27/25)
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  • Investment /Portfolio Manager

    Robert Half Finance & Accounting (Lake Geneva, WI)
    …field; advanced certifications are highly desirable. * Strong expertise in investment management theory, financial principles, portfolio strategies, and market ... * Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and...to trustees. * Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and… more
    Robert Half Finance & Accounting (09/18/25)
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  • Private Wealth Management Trust…

    Regions Bank (Knoxville, TN)
    … accounts + Supports Trust or Wealth Advisors' retention and expansion of trust and investment management clients + Takes responsibility for ensuring all ... section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Support Administrator will oversee the administration of Individually… more
    Regions Bank (07/23/25)
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  • Senior Investment Analyst, Private Equity…

    CIBC (Boston, MA)
    …relationship management and business development teams to provide sound investment management and advisory services. Furthermore, an entrepreneurial approach ... preferred. + 10+ years of relevant experience in private equity, venture capital, investment management , or consulting. + Direct experience with fund selection,… more
    CIBC (08/08/25)
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  • Investment Officer III, Investment…

    CalSTRS (Sacramento, CA)
    …The ideal candidate will possess the following skills: + Broad and extensive investment management experience for a major financial institution or firm or ... portfolio setup and onboarding, pre-settlement and post-trade portfolio controls, trade and cash flow management , and total fund reporting. Additionally, the… more
    CalSTRS (09/27/25)
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