- TEKsystems (Chicago, IL)
- …portfolios align with client objectives. What You'll Do + Perform daily portfolio rebalancing to accommodate tax loss harvesting requests, model updates, ... professional to join our investment operations team as a Rebalancing & Trading Consultant. This role is...with procedural documentation and regulatory standards. + Utilize advanced trading applications and portfolio accounting tools to… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …banking at Fifth Third Bank. General Function: Responsible for trade and portfolio administration, including tracking and reporting Equity Trading performance ... broker budget. Also responsible for maintaining the equity modeling program and rebalancing accounts attached to equity and asset allocation models. Responsible and… more
- City National Bank (Lake Mary, FL)
- * PORTFOLIO MANAGER ASSOCIATE* WHAT IS THE...sound judgment * Extensive knowledge of the Firm's proprietary trading system, as well as the portfolio ... for City National Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies… more
- KeyBank (Portland, ME)
- …to manage investment portfolios within a fiduciary framework. **Support** + Focus on trading , rebalancing , portfolio construction, asset allocation, and ... Suite 301 - Portland, Maine 04101 **JOB BRIEF (PURPOSE)** Provide centralized portfolio management and advice to provide effective strategies, solutions and optimal… more
- City National Bank (Chicago, IL)
- * PORTFOLIO MANAGER * WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor...objects and risk tolerance. * Trade implementation and strategic rebalancing for new and existing client accounts. * Review… more
- KeyBank (Tarrytown, NY)
- …of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing , trading , and administrative activities for all ... growth goals. **ESSENTIAL JOB FUNCTIONS** **Advisory** + Responsible for overall portfolio construction and investment strategy needs of clients. + Reviews, monitors… more
- BMO Financial Group (New York, NY)
- …in programming in Python, SQL, or VBA preferred. + Exposure to index rebalancing , corporate action handling, or portfolio transition management. + Experience ... and advisory services to clients around the world. #bmocapitalmarkets The Equity Derivatives Trading Desk is looking to hire a Senior Associate or VP -level… more
- JPMorgan Chase (Boston, MA)
- …team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing , and advisor transition services, all ... in a more user-friendly way + Partner with Enterprise ASM (Advisor Success Manager ) by being completely aligned on the objectives needed to achieve the 55ip's… more