- Merck & Co. (Rahway, NJ)
- …to advance our computational capabilities for one of our high investment modalities: macrocyclic peptides. This position will carry significant influence on ... through delivery of clinical candidates across our fast-growing peptide project portfolio . With in-house access to the most innovative screening techniques, and… more
- Truist (Atlanta, GA)
- …by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to ... trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. ESSENTIAL… more
- JPMorgan Chase (Columbus, OH)
- …Bank and US Wealth Management. **Roles and Responsibilities:** + ** Investment Implementation Portfolio Management:** + Monitor, invest, manage, and trade ... **Job Title: Portfolio Management Group (PMG) Associate** **Position Description:** The...**Knowledge and Oversight:** + Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory… more
- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. ... Our mandate is to curate the investment product offering and enhance the investment ...team develops business cases, conducts competitive research across the wealth management industry, and prepares detailed analyses and presentations… more
- JPMorgan Chase (Plano, TX)
- …~5,000 advisors located across 3,500 branches and 20 offices. As an Vice President, Investment Product Specialist in JP Morgan Wealth Management, you will be ... investment strategies + Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise...the field is preferred + Ability to understand complex portfolio data, and verbalize the message in a simple… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in ... clients, beneficiaries, financial advisors, and external partners. + Conduct regular portfolio reviews and performance evaluations aligned with investment … more
- Bank of America (Atlanta, GA)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Credit-Product-Specialist--Global- Wealth Investment -Management\_25030812) ... Credit Product Specialist, Global Wealth & Investment Management Chicago, Illinois;Greensburg,...margin calls, and debt service failures * Assess existing portfolio of loans, ensuring compliance with financial covenants and… more
- Wells Fargo (San Francisco, CA)
- …talent. It all begins with you. Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager. **In this role, you will:** + Identify and recommend ... highly complex business and technical needs across groups and functions within Private Wealth Portfolio Management + Lead the strategy and resolution of highly… more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located ... Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth advisors,… more
- BlackRock (New York, NY)
- …role** The Senior Portfolio Consultant is a Director level role within BlackRock's Portfolio Design Team in the US Wealth Advisory (USWA) business. The ... Portfolio Design Team provides detailed portfolio construction guidance to the key investment ...discipline desired. + Experience managing multi-asset portfolios and building investment platforms for US wealth clients. +… more
- JPMorgan Chase (Columbus, OH)
- Wealth Management Solutions, Portfolio Manager Analyst or Associate. The Portfolio Management Group (PMG) is the implementation engine for Private Banking's ... they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private… more
- Citigroup (New York, NY)
- We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between ... the implementation of GenAI-powered capabilities to automate the identification of portfolio health issues, generate diagnostics, and recommend investment … more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role on the East Coast.… more
- KeyBank (Portland, ME)
- …strategy. **ESSENTIAL JOB FUNCTIONS** **Technical** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... of the relationship management team to assure that the Wealth Segment goals are met by executing the client... investment policy, initiates portfolio construction changes consistent with investment strategy.… more
- Huntington National Bank (Columbus, OH)
- …to the Director of Portfolio Solutions, the analyst will work with the Wealth Management Leadership team and other Wealth leaders to develop an understanding ... the current challenges and opportunities facing these key investment platforms. + Support the development of wealth... investment platforms. + Support the development of wealth products based on a deep understanding of business… more
- KeyBank (Cleveland, OH)
- … investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... and weekly sales meeting **Administration** + For select relationships, implements investment portfolio changes to execute strategy. + Effectively utilizes… more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- S&P Global (New York, NY)
- … theory + Current or past experience working in wealth and/or investment management with a focus on portfolio construction + Self-driven with strong ... industry as a leader in providing indices used for investment products and portfolio benchmarking. Our indices...Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth… more
- Charles Schwab (San Diego, CA)
- …Sr. Manager, Sr. Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a registered investment advisor and an affiliate of ... transform the finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies… more
- BlackRock (New York, NY)
- …wealth management clients with model construction capabilities, risk monitoring tools, and portfolio construction & analytics. The Aladdin Wealth Tech team is ... sold to external clients and digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses,… more
