- Robert Half Finance & Accounting (Denver, CO)
- …with a growing startup in the insurance industry seeking a Sr . Fiduciary Analyst and Portfolio Manager. Responsibilities includes + trend analysis ... internally and externally + and more Benefits for the Sr . Fiduciary Analyst and Portfolio Manager includes remote work flexibility, unlimited PTO, bonus… more
- KeyBank (Cleveland, OH)
- …+ Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Focus on trading, rebalancing, portfolio construction, asset ... and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This… more
- Primo Brands (Stanwood, MI)
- …of Primo Brands, please apply via MyADP.** We are currently seeking a Senior Financial Analyst to support financial operations for the Midwest logistics ... accurate reporting, strong financial controls, and data-driven decision-making. As a Senior Financial Analyst , you will lead core responsibilities including… more
- Wells Fargo (Charlotte, NC)
- …The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio ... monitoring of investment risk for advisors that have both discretion and a fiduciary responsibility. This group also provides portfolio analytics support for… more
- TD Bank (New York, NY)
- …and manage regulatory compliance risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support ... and advice to assigned portfolio , business or function to promote strong Compliance controls...and discretion in interacting and communicating with staff and senior management of the Bank with respect to significant… more
- Robert Half Finance & Accounting (Des Moines, IA)
- …to department staff while coordinating activities under the direction of the Senior Director of Investments. * Analyze portfolio performance and recommend ... of investment activities across various portfolios, ensuring compliance with fiduciary responsibilities. This position offers an excellent opportunity to work… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …Position Goals: + Executive Investment Leadership Expertise - Serve as the senior investment executive and fiduciary for Tompkins Financial Advisors (TFA). ... Executive Leadership & Investment Expertise + Act as the senior investment executive and fiduciary for TFA....and supervising investment teams. + Deep knowledge of modern portfolio theory, asset allocation strategies, and fiduciary … more
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