- City and County of San Francisco (San Francisco, CA)
- …management , innovative investment strategies, the capital markets, and the asset management industry. Specific and essential functions of this position ... position of Investment Officer ("IO") for its Asset Allocation, Risk Management , and Innovative Solutions...your information will be kept confidential according to EEO guidelines . The City and County of San Francisco encourages… more
- Principal Financial Group (Des Moines, IA)
- …Use hands on financial mathematics skills including application to investments **Principal Asset Management Investment Solutions group** specializes in ... join our Investment Solutions Team in Principal Asset Management . In this role, you'll be...a client or prospect + Review AI-generated content about investment products for accuracy + Help develop guidelines… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes… more
- T. Rowe Price (Baltimore, MD)
- …in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide ... investment activities. This includes account customization, interpreting account guidelines , resolving compliance issues and overseeing performance composites. The… more
- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... on the business. Create a plan to deliver and review financial policies, guidelines , and protocols to ensure the company complies with regulations and good financial… more
- Edward Jones (Tempe, AZ)
- …each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. + Daily monitoring of liquidity ... & Co, LP ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary...5+ years of related experience in asset management industry focusing on regulatory, securities, or investment… more
- Edward Jones (Tempe, AZ)
- …each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. + Daily monitoring of liquidity ... & Co, LP ("Edward Jones") is seeking a Fund Investment Guidelines Senior Analyst for our Proprietary...10+ years of related experience in asset management industry focusing on regulatory, securities, or investment… more
- Principal Financial Group (New York, NY)
- …risk analytics tools & systems that will deliver the outputs for the developmentappropriate investment strategies. Principal Asset Management is the global ... of regulatory capital frameworks such as Solvency II, NAIC guidelines , and IFRS 17 for proposed investment ...+ Bachelor's degree + 10+ years of experience in investment management , insurance asset … more
- Equitable (New York, NY)
- … Investment Officer-a single, integrated leadership role encompassing strategic investment management , asset -liability oversight, and manager ... alignment. + ** Investment Policy & Compliance** : Create and maintain investment guidelines , establish risk limits, and ensure compliance with regulatory… more
- TD Bank (Greenville, SC)
- … guidelines and requirements + Responsible for oversight and management of limited partnership investment information and communicates limited partnership ... SBICs and economic development funds for compliance with the investment guidelines and requirements of TD Bank,...+ Coordinates with other staff to create and maintain asset management files and records + Coordinates… more
- Wellington (Boston, MA)
- …Asset Portfolio Analysts to support Investment Strategy and Multi Asset Boutiques portfolio management activities. Investment Strategy and Multi- ... **About Us** **Wellington Management ** offers comprehensive investment management...**OVERVIEW** We are seeking a Portfolio Analyst to join Multi- Asset Portfolio Implementation within Investment Implementation and… more
- T. Rowe Price (Baltimore, MD)
- …in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide ... investment activities. This includes account customization, interpreting account guidelines , resolves compliance issues and oversees performance composites. The… more
- Neuberger Berman (New York, NY)
- …share updated IPSs, coordinate rebalancing requests, and communicate relevant changes to asset management strategies + Ensuring timely valuation updates and ... and asset concentrations + Overseeing and documenting the annual investment review process on behalf of Trust Officers and preparing detailed documentation… more
- Wellington (Boston, MA)
- …as fundamental factors, manager research, asset allocation, policy and risk management . 'The Investment Specialist, Multi Manager Platform' - will work as ... **About Us** **Wellington Management ** offers comprehensive investment management...group processes. **BUSINESS MANAGEMENT ** Contributing to business management , including managing risk, capacity, pricing, and guidelines… more
- Regions Bank (Orlando, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned ... and communicates investment related changes based on Investment Working Group guidelines to ensure clients...to ensure clients receive the Best Thinking of Regions Asset Management + Effectively Implement Portfolio … more
- Idaho Division of Human Resources (Boise, ID)
- …institutional investing experience at a pension plan, foundation, endowment, family office, OR investment consulting, asset management experience + Seven (7) ... professional. The Investment Officer will assist with the oversight and management of PERSI's investment portfolio, focusing on the administrative and… more
- JPMorgan Chase (New York, NY)
- …across every asset class. As a Client Account Manager within JP Morgan Asset Management you will be responsible for delivering exceptional client service to ... Institutional clients of JP Morgan Asset Management . You will act as a...and follow up on outstanding invoices + Collaborate on investment agreements, fee schedules, and guidelines with… more
- Ventura County (Ventura, CA)
- …Investment Officer Knowledge of: + Investment Strategy & Portfolio Management - Advanced knowledge of asset allocation, fixed-income securities, credit ... or process-improvement initiatives. + Executes and records trades in the investment management system and trading databases, maintaining accurate accounting… more
- The Cigna Group (Bloomfield, CT)
- …years in Investment Product Management . + In-depth knowledge of investment /portfolio management across numerous asset classes, strategies and product ... changes to investment platform through compliance/regulatory actions, investment management /participation agreements, client/broker communications, accounting, treasury… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... ensure portfolios are constructed and managed in line with investment guidelines , risk parameters, and performance objectives....portfolio management team. The role will entail investment management , risk management and… more