- State Street Corporation (Boston, MA)
- …These skills will help you succeed in this role Sector investing sales, strategist or portfolio management experience Understanding of the options markets and ... will be joining is a part of State Street Investment Management, one of the largest asset managers in...and U4 record required Knowledge of equity markets and portfolio construction In-depth knowledge of Sector investing Excellent communication… more
- Frost Bank (Southlake, TX)
- …Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis Identify and recommend products and services best ... needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups Ability to perform with limited… more
- Fidelity Investments (Boston, MA)
- …coach associates to meet a high bar. A client service and risk management-minded strategist and planner who uses data and insights to build and implement GTM plans ... ability to lead a team responsible for a large portfolio of concurrent projects and cross-functional workstreams, ensuring that...provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment … more
- Vanguard (Malvern, PA)
- The Investment Strategy Group is seeking a Senior Investment Strategist to lead the research and development of quantitative asset return forecasting models ... that support portfolio strategy and capital markets outlook over multiple time...and capital markets outlook over multiple time horizons. The strategist will ideate and autonomously lead research that enhances… more
- UMB Bank (Leawood, KS)
- …the manner best suited to the clients' goals and objectives. The **Senior Investment Strategist ** works directly with our most sophisticated and complex ... investment solutions that harness the power of the investment process. The Portfolio Construction Desk collaborate with the firm's Portfolio Construction… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Strategist within PNC's Asset Management Group Investment Office ... new and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment expertise to rigorously… more
- Bank of America (Dallas, TX)
- Ultra High Net Worth Portfolio Strategist Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Ultra-High-Net-Worth- Portfolio - Strategist \_25014318-2) **Job Description:** At Bank of America,… more
- KeyBank (Cleveland, OH)
- … investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... the Key Private Bank platform and process as a Portfolio Strategist . + Shares intellectual capital with...weekly sales meeting **Administration** + For select relationships, implements investment portfolio changes to execute strategy. +… more
- BlackRock (New York, NY)
- …component of our commercial and investment success. They are seasoned investment professionals embedded in our portfolio management teams, playing a central ... our investors, distribution teams, and clients. Product strategists represent their respective investment teams to both internal and external clients, acting as a… more
- Vanguard (Malvern, PA)
- …the future of global investing? As a key member of Vanguard's Portfolio Review Department (PRD)-the team responsible for overseeing Vanguard's global investment ... with senior leaders, and influence the evolution of Vanguard's multi-asset investment offerings. If you're ready to lead cross-functional initiatives, uncover market… more
- Siemens Energy (Orlando, FL)
- …you're refining the AI roadmap or championing adoption across the organization, the AI Strategist & Portfolio Manager will be pivotal in transforming ideas into ... economical viability, while defining Key Performance Indicators and measuring return on investment . + Oversee the end-to-end portfolio of AI strategic… more
- Wellington (Boston, MA)
- …issuers in Latin America. As an active member of the EMD team, the Sovereign Strategist will be fully integrated into the investment process and will be expected ... following essential skills are required for the role: * Investment acumen and passion - The Sovereign Strategist...of emerging market economies, a strong interest in making investment recommendations and communicating those to Portfolio … more
- BlackRock (New York, NY)
- …President / Director** **Firm Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail ... accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise… 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...clients. **About the Role** **Position** The Advisor Education Marketing Strategist will bring a unique set of skills and… more
- Ameren (St. Louis, MO)
- …employees. **_About The Position_** _The Energy Delivery Asset Performance Strategist position is responsible for providing support on the development and ... cases and project justifications and providing oversight for assigned asset investment categories to ensure the established standards are adhered to; maintain… more
- UKG (Ultimate Kronos Group) (Weston, FL)
- …a bold, strategic thinker to join our global marketing team as Lead Advertising Strategist . In this role, you'll help shape and amplify UKG's brand presence across ... Conduct audience and media research to uncover insights, guide investment decisions, and inform campaign development. + Monitor and...Makes You Stand Out** + You think like a strategist and act like a storyteller-connecting the dots between… more
- RWE Clean Energy (San Francisco, CA)
- …Regulation / Risk Management **Remuneration:** Exempt The **Community Engagement Strategist - West Region** works with internal Development, Operations, ... + Support community engagement and outreach activities across RWE Clean Energy's portfolio of operating and development projects in the West Region (primarily CA,… more
- Truist (Raleigh, NC)
- …job description:** We are currently seeking a Cybersecurity Program Lead Strategist with hands-on experience managing multiple IGA platforms like Oracle Identity ... programs, which includes: providing strategic direction, financial oversight, and investment prioritization of new security controls/initiatives to address emerging… more
- Waystar (Lehi, UT)
- …demonstrate software capabilities to potential clients convincingly. Our ideal Solution Strategist should be an effective communicator, a skilled presenter, a ... to ensure the value proposition, functionality and potential return on investment is understood + Deliver engaging thought leadership presentations at industry… more
- BlackRock (San Francisco, CA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... for execution + Partner with Global Product, US Wealth, Portfolio Management, and Institutional client teams to ensure appropriate...This mission would not be possible without our smartest investment - the one we make in our employees.… more
