- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jeff Abrams at Robert Half is partnering with an outstanding investment firm in search of a Senior Tax Analyst. This role presents a remarkable ... a significant impact while advancing your career in in-house tax services and strategy . Compensation, benefits and perks are excellent at this company and the team… more
- T. Rowe Price (Baltimore, MD)
- …and will not be supported for this role. Preferred: + Knowledge of Multi -Asset and Retirement investment strategies, markets, and competitive offerings + ... with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed...and a broad range of equity, fixed income, and multi -asset capabilities to individuals, advisors, institutions, and retirement plan… more
- Wellington (Boston, MA)
- …investor relations and marketing strategy , and act as a representative for the firm 's private equity business in the US and other locations as needed, and in ... developed skills and a successful track record in fundraising and marketing strategy , client and internal communication, private investment product development,… more
- Wellington (Boston, MA)
- …and will lead business, investor relations and marketing strategy , and act as investment representative for the firm 's private credit business in in the US ... leading research and analysis on new business opportunities * Communicating the firm 's Private Investments strategy and capabilities to both internal and… more
- T. Rowe Price (Baltimore, MD)
- …The primary purpose of the role is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account's investment ... and a broad range of equity, fixed income, and multi -asset capabilities to individuals, advisors, institutions, and retirement plan...Works with Compliance and Legal to clarify and resolve investment strategy issues and determine best method… more
- Bank of America (New York, NY)
- …and the development and ongoing strategy for Non-Traditional Assets. Co-ordinate/produce investment strategy thought leadership for GWIM investment ... Alternative Investment Business Development Executive New York, New York...**Desired Qualifications:** 10 plus years of experience at a strategy consulting firm or strategy … more
- BlackRock (Princeton, NJ)
- …SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... multi -asset. We deliver world-class service to all of our...the intersection of taxation and investing-thus "after-tax investing". The Investment Strategist explains the Aperio Direct Indexing quantitative … more
- Wellington (Boston, MA)
- …income investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. Our fixed income investors ... business opportunities and leading business planning, developing new products and investment solutions, creating the communication strategy for the book… more
- BlackRock (Philadelphia, PA)
- …advisors to family offices to endowments and foundations. **About this role** The Investment Strategy team explains the Aperio Direct Indexing quantitative ... SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and … more
- Thrivent Financial (Cottage Grove, MN)
- …able to represent the organization in work with external clients + Coordinate investment strategy implementation with advisors and paraplanners. + Stay updated ... Strong communication skills (written & verbal) + Ability to multi -task and prioritize + Effective and efficient time management... investment strategies through webinars and appointments with investment firm representatives. + Must be able… more