- Principal Financial Group (New York, NY)
- …Guidelines + Develop an in-depth knowledge of existing tools that supports the team's investment manager research functions + Lead projects, process reviews ... (IPO) team! The IPO team is responsible for investment due diligence and manager oversight...You Stand Out** + 1+ years of due diligence, manager research and/or investment analytical… more
- Wellington (Boston, MA)
- …analytics processes across our broad multi-asset, hedge fund, equity, fixed income, and research strategies. The Risk Manager will engage closely with our ... use quantitative tools to inform their portfolio construction and investment processes. The Risk Manager should be...design of exhibits and reports to support the risk oversight process. * Conduct ad-hoc research and… more
- TIAA (Redwood City, CA)
- …Thinking, Detail-Oriented, Endowments, Investment Management, Investment Reporting Oversight , Investment Research /Analysis, Investment Strategy ... ** Investment Management** The Manager , Investment...research pieces) for clients and donors. + Completes investment research on capital markets and … more
- Wellington (Boston, MA)
- …perspectives with those of our clients. **About the Role** **POSITION** The Sales Practice Oversight Manager will be a part of the Business Operations & ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...to ensure critical operations run smoothly. The Sales Practice Oversight Manager will collaborate closely with Legal… more
- Vanguard (Malvern, PA)
- …+ Drives accurate and effective reporting for the Vanguard Funds' boards, Investment Stewardship Oversight Committee, and internal management reporting. Drives ... Vanguard's Investment Stewardship program acts as a voice for...potential external data solutions to support the team's policy research and development and assist with workflow prioritization efforts.… more
- US Bank (Minneapolis, MN)
- …ETFs, 529 plans, non-traded REITs, employer sponsored retirement plans + Knowledge of investment research tools such as Morningstar, FactSet, iCapital, etc. + ... One. **Job Description** **Role Overview** Manage and optimize a shelf of approved investment products for use by financial advisors to ensure alignment with client… more
- The Hartford (Wayne, PA)
- …of the team. The incumbent will work with members of the investment research team to perform the day-to-day oversight process on our funds and provide ... Advisory Group (IAG) is responsible for the day-to-day portfolio oversight , manager evaluation, selection, and ongoing due...with approximately $140B in assets. IAG is seeking an Investment Research Analyst to assume direct ownership… more
- T. Rowe Price (Owings Mills, MD)
- …to you . About this Position We are seeking an adaptable and innovative tax senior manager to join our Investment Tax team. You will join a team committed to ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...an external tax service provider which will require your oversight . We have significant engagement with front office personnel,… more
- City National Bank (New York, NY)
- …IS THE OPPORTUNITY? This position will work directly with the CNR Manager Research team to support and assist in Investment and Operational Due Diligence ... on resources throughout the organization, this team will conduct and/or oversee the manager research and due diligence efforts for approved mutual funds,… more
- TD Bank (Mount Laurel, NJ)
- …lending activities of Wealth Banking.** **Job Summary:** The **Compliance Administration Oversight & Reporting Manager ** ensures regulatory adherence and risk ... acts as an independent regulatory compliance and conduct risk management and oversight function as described in the US Compliance Operating Framework (COF)… more