- BMO Financial Group (Chicago, IL)
- …research , etc.). + Develops, tests, and implements selection factors and models, asset allocation factors and models, and portfolio construction and risk ... The Research Operations Analyst is principally responsible...opportunities, and provides information about investment performance, philosophy, and asset allocation . + Monitors domestic and international… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …is chiefly responsible for assisting in the development and refinement of our asset allocation models and long-term capital market assumptions (CMAs) that are ... used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market research... will also generate thought leadership on market dynamics, asset allocation and will be expected to… more
- Truist (Atlanta, GA)
- …investment outlook, including capital market forecasts, strategic and tactical asset allocation guidance/management and portfolio construction solutions that ... portfolios/guidance. Support senior member of the team in development of asset allocation and portfolio construction recommendations using quantitative and… more
- Janus Henderson Investors (Denver, CO)
- …where portfolio risk targets are set - spread risk, interest rate risk, and asset allocation . + Raise trades on the portfolio manager's behalf when required ... love to hear from you! Overview The Senior Portfolio Analyst will support the Core Plus / Multi Sector...maintain key risk metrics, key rate duration exposure and asset allocation within portfolio guidelines and manager… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …client investment strategy * Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis ... obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make… more
- Vanguard (Malvern, PA)
- …required. + Strong analytical skills and curiosity to explore innovative approaches to asset allocation across diverse asset classes. + Excellent ... growing team, we are seeking a Model Portfolio Solutions Analyst to play a critical role in building, managing,... solutions. Qualifications: + 1-7 years of experience in multi- asset investing, portfolio construction, investment research , or… more
- Margaret A. Cargill Philanthropies (Eden Prairie, MN)
- Job Duties Decompose investment returns and risks using factor models. Map the strategic asset allocation into a small set of tradable risk factors using ... component analysis. 2. Conduct univariate and multivariate scenario analyses to determine asset allocation and portfolio construction. 3. Applied knowledge of… more
- Santander US (Boston, MA)
- …**We Want to Talk to You!** **The Difference You Make:** The Sr. Analyst supports the day-to-day operations in Asset -Liability Management. The incumbent provides ... Senior Treasury Analyst Country: United States of America **Your Journey...industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey… more
- Bank of America (New York, NY)
- …robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes), ... Private Markets Due Diligence Analyst New York, New York;Boston, Massachusetts **To proceed...and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence teamincludes investment manager… more
- Basin Electric Power Cooperative (Bismarck, ND)
- Job Title: POWER MODELING ANALYST OR ENGINEER (LEVEL DOE) Posting Start Date: 11/13/25 Job Description: **POSITION PURPOSE** **This position is open to varying ... at our Headquarters location in Bismarck, ND.** The Power Modeling Engineer/ Analyst will develop and optimize power system models across generation, transmission,… more
- Danaher Corporation (Duncan, SC)
- … Asset Management: Annual Fixed asset PI Coordination, Idle asset reporting, Capital allocation request support, tracking "AUC Assets under Construction ... Our incredible customers undertake life-saving activities ranging from fundamental biological research to developing innovative vaccines, new medicines, and cell and… more
- University of Rochester (Pittsford, NY)
- …Reporting/Analysis: + Analyzes investment and financial data, including performance, asset allocation , benchmarking, liquidity, holdings transparency, and risk ... stakeholders, exercising thorough knowledge of policies, practices and procedures for asset allocation , individual and aggregate portfolio performance analysis… more
- Federal Reserve Bank (Newark, NJ)
- …for low/medium complexity Asset Management work including asset allocation studies and product evaluations. + Research and respond to inquiries ... in private equity and private real estate; assisting with asset allocation studies, credit analysis; and ensuring compliance with investment policies… more
- Huntington National Bank (Columbus, OH)
- …Trade Settlement Analyst is responsible for ensuring the accurate, timely allocation and settlement of securities transactions across multiple asset classes ... exceptions, ensuring prompt resolution and escalation when necessary + Conduct thorough research and analysis to identify and resolve any discrepancies in trade… more
- Marex (New York, NY)
- …their area of expertise, and can resolve or recommend resolution to issues + Research and resolve position breaks and allocation discrepancies. + Monitor Bank ... commodity producers, consumers and traders, banks, hedge funds and asset managers. With more than 35 offices around the...of Role: Marex is seeking a Fixed Income Operations Analyst who will support the Credit, Rates, MBS, Repo,… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …like Schwab or Fidelity preferred. + Strong understanding of financial markets, asset allocation , tax, and estate planning basics. + Excellent proficiency ... quarterly performance reports. + Monitor and update client investment asset allocations. + Conduct research and due...update client investment asset allocations. + Conduct research and due diligence on investment options, including mutual… more
- US Bank (St. Louis, MO)
- …& Forecasting** + Provide financial analyses related to budgets, forecasting, expense allocation , and ad hoc business cases. + Develop and maintain spreadsheets and ... analysis. + Prepare management presentations and custom financial reports. + Research and resolve discrepancies in financial reporting systems. + **Process &… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Reviews and Retrospectives. + Synthesizes client/prospect account data to develop customized portfolios/ asset allocation proposals in order to aid testing in ... + Ability to run SQL queries in Oracle databases when needed to research / troubleshoot issue. + Ability to translate technical concepts to business audience… more
- CalSTRS (Sacramento, CA)
- …The incumbent will consult on, recommend and participate in the implementation of asset allocation and various credit strategies consistent with policies and ... incorporate fundamental and systematic factor-based methods of security selection and asset - allocation in order to generate returns that exceed benchmarks.… more
- Delta Dental of Iowa (Johnston, IA)
- …and implement strategic plans for investment growth, including recommendations for asset allocation , portfolio diversification, and risk management. + Evaluate ... with research tools like Pitchbook or similar platforms. + Private asset analytics experience. + Chartered Financial Analyst (CFA) or similar certification.… more