- T. Rowe Price (Baltimore, MD)
- …g row and make a difference in ways that matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment ... Group and is a collaborative member of the TRPIM investment process. The primary purpose of the Lead... PIA is to use their knowledge of the portfolio investment strategy and client requirements to… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... relationship manager for a subset of existing clients, at discretion of lead Financial Advisors. * Prepares presentations, portfolio /equity analyses, and… more
- T. Rowe Price (Baltimore, MD)
- …to g row and make a difference in ways that matter to you . Role Summary The Lead Portfolio Analyst (PA) serves as a subject matter expert for their assigned ... investment strategy(s) and a representative of those investment portfolios across the firm. The Lead ... Lead PA is primarily responsible for analyzing investment portfolios and developing in-depth institutional-level portfolio … more
- Wellington (Boston, MA)
- …to create the optimal portfolio for our clients. We are seeking to recruit an Investment Strategy Analyst ( Analyst ) to join the group. The new hire will ... line with investment guidelines, risk parameters, and performance objectives. The Analyst will be primarily focused on helping the team to conduct manager… more
- CBRE (Los Angeles, CA)
- … investment decisions, Investment Committee recommendations and more + Lead and manage key, recurring portfolio management processes, including: + ... Real Estate Private Equity Senior Analyst - CBRE Investment Management Job ID...add funds team. Based in Los Angeles, the Senior Analyst will assist Portfolio Managers and executive… more
- Wellington (Boston, MA)
- …fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- CIBC (Boston, MA)
- …collaborative culture. **What you'll be doing** We are seeking a highly motivated Senior Investment Analyst to join our Private Equity and Venture Capital Team. ... position offers a unique opportunity to contribute to both portfolio management and investment execution while serving... strategies and make recommendations on external managers. + Lead or support direct and syndicated co- investment … more
- Wellington (Boston, MA)
- …asset allocation, quantitative investing, and risk management. We are seeking a Solutions Investment Analyst to join our Solutions Product Management team, with ... has two main objectives: **ROLE AND RESPONSIBILITIES** The Solutions Investment Analyst will work as part of...collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business… more
- Wellington (Boston, MA)
- …asset allocation, manager research, fundamental factors, total portfolio approaches and portfolio construction. We are seeking an analyst to support the ... overall. The role will entail manager research on our internal investors, investment management, risk management and portfolio construction concepts, and… more
- Wellington (Boston, MA)
- … integrity, marketing and product development best practices. **Role and Responsibilities** The Investment Analyst will work as part of one or more product ... relative to competitors and acting as a subject matter expert and portfolio representative for colleagues, clients and consultants. ** Investment Integrity and… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …assumptions (CMAs) that are used by Financial Advisors and their clients. The Investment Analyst will conduct in-depth macroeconomic and market research that are ... insights and allocation decisions to internal and external stakeholders. The Investment Analyst will also generate thought leadership on market dynamics,… more
- CBRE (Boston, MA)
- Investor Asset Management Senior Analyst , CBRE Investment Management Job ID 229375 Posted 25-Aug-2025 Service line REI Segment Role type Full-time Areas of ... - Massachusetts - United States of America **About the Role:** As a CBRE Investment Management Asset Management Sr. Analyst , you will provide advanced reporting… more
- Vanguard (Malvern, PA)
- Vanguard Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who ... in 'direct indexing', primarily through custom tax managed equity portfolios. In this Investment Performance Analyst role, you will be responsible for oversight… more
- Vanguard (Malvern, PA)
- …are always a priority. In this role, you will prepare for and join meetings with portfolio company leaders and lead analysis of a variety of proposals on company ... Vanguard's Investment Stewardship program acts as a voice for...proxy ballots. Responsibilities: + Prepare for, and meet with, portfolio company leaders on topics related to board composition,… more
- MUFG (Houston, TX)
- …companies. An integral part of the Energy Finance team, the Global Corporate and Investment Banking Analyst (" Analyst ") will assist in the management of ... **Position summary:** MUFG Energy Finance is consistently a top-5 lead arranger of syndicated loans and debt capital markets...staying abreast of client financing plans, and monitoring of portfolio exposures. The Analyst will handle the… more
- T. Rowe Price (Baltimore, MD)
- …data changes on the rule library and manages projects assigned by the Lead Manager and/or the Investment Compliance management team. Responsibilities + ... ensure rule coding aligns with client/regulatory requirements and the investment strategy of each portfolio . + Performing...requirements and the investment strategy of each portfolio . + Performing quality assurance testing and review of… more
- Vanguard (Malvern, PA)
- …Trading Risk and Controls Team is hiring! Core Responsibilities Situated alongside the Investment Management Group (IMG), we are a team with diverse professional and ... human error, regulatory change, and technology alongside our business partners in Portfolio Review, Legal, Compliance, Global Risk & Security, Finance, IT and more.… more
- Centene Corporation (Raleigh, NC)
- …execution plans. Manages Agile / Lean portfolios and supports overall strategy, investment funding, Agile portfolio operations, and Lean governance. Applies the ... to ensure operational efficiency and strategic alignment.** + Facilitates the portfolio management processes to ensure strategic alignment on technologies and goals… more
- Regions Bank (Indianapolis, IN)
- …Equivalent + Seven (7) years applicable knowledge or experience in investment / portfolio management, brokerage, finance, or equivalent **Preferences** + ... (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical,… more
- Wellington (Boston, MA)
- …those of our clients. **About the Role** We are looking to hire a Fixed Income Portfolio Analyst . Based in Boston, the ideal candidate will work with the Broad ... the fixed income space, preferably as Guideline Monitoring or as Fixed Income Portfolio Analyst . + Demonstrated strong understanding of, and interest in, fixed… more