- Lincoln Financial (Radnor, PA)
- …74398 **The Role at a Glance** The Investment Analyst on the Manager Selection and Portfolio Construction Team is a key contributor to the research and ... Annuity, Life, and Retirement products. + Conduct regular due diligence meetings with investment managers, usually alongside the Portfolio Managers on the Funds… more
- Manulife (Boston, MA)
- …and value-added factor-based active systematic equity & commodities strategies. We are seeking a portfolio manager /senior investment analyst to work with ... Manulife Investment Management is a global asset manager...based out of Toronto or Boston. **Accountability:** As a Director/ Portfolio Manager on the Global Systematic Equity… more
- JPMorgan Chase (San Francisco, CA)
- …two (2) years of experience in the job offered or as Portfolio Manager , Investment Banking Analyst /Associate, Strategic Finance Analyst /Associate, or ... Conduct comprehensive due diligence across technology and consumer industries. Develop investment theses on companies in the technology and consumer spaces and… more
- State of Michigan (East Lansing, MI)
- …fund. The Treasury Investment Analyst , in conjunction with the Senior Investment Manager and Investment Officer of IED, conducts in-depth research ... Investment Analyst (Treasury Investment ... Investment Analyst (Treasury Investment Analyst ...all buy, hold and sell recommendations for the IED portfolio . Additional responsibilities will include supporting the execution and… more
- Harbor Group Management (New York, NY)
- …Harbor Group International (HGI) is a leading global private equity real estate investment manager , with $20 billion in assets under management. HGI's vertically ... Estate Firms (2024) JOB SUMMARY: HGI is seeking an Analyst to join our Investment Management team....Assist in the valuation processes of investments within the portfolio + Assist with the evaluation of new opportunities… more
- CNO Financial Group (Carmel, IN)
- …position is bonus-eligible. CNO Financial Group's **40|86 Advisors** are hiring an ** Investment Research Analyst ** who will be responsible for conducting ... fundamental investment analysis leading to investment recommendations in the firm's fixed income portfolio . This opportunity requires a strong professional… more
- The Hartford (Wayne, PA)
- …The Investment Advisory Group (IAG) is responsible for the day-to-day portfolio oversight, manager evaluation, selection, and ongoing due diligence in ... with approximately $140B in assets. IAG is seeking an Investment Research Analyst to assume direct ownership...with Excel or other spreadsheet software + Knowledge of investment tools for performance analysis and portfolio … more
- City National Bank (New York, NY)
- * INVESTMENT DUE DILIGENCE ANALYST - QUANTITATIVE FOCUS* WHAT IS THE OPPORTUNITY? This position will work directly with the CNR Manager Research team to ... for both CNR and external investment managers, sub-advisory relationships, and investment analysis such as portfolio models. Drawing on resources throughout… more
- T. Rowe Price (Baltimore, MD)
- …to buy/sell a stock. This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation. + Effectively follows up ... Portfolio Managers to buy/sell specific stocks that the Analyst feels will positively impact the performance of the...with the Portfolio Manager once they have executed on… more
- Lumen (Columbus, OH)
- …shape the future. **The Role** CIM is looking for an enthusiastic and detail-oriented Investment Operations Analyst to join our dynamic team. This role offers a ... investment managers. Reporting to the Director of Investment Operations, the Analyst will be part...with asset managers to facilitate operational requirements and provide portfolio management and performance updates. + Manage, direct, and… more
- Coldstream Wealth Management (Bellevue, WA)
- …have the CFA); CFA or progress towards CFA is a plus + Knowledge of private investments is a bonus Keyword: Portfolio Analyst From: Coldstream Wealth Management ... analysis and presentation, and collaboration? Coldstream is seeking an Analyst to work closely with our firmwide Investment...related field + 1-2 years of experience as an analyst with an RIA, asset manager , consulting… more
- Regions Bank (Chattanooga, TN)
- …into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for ... Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development … more
- Amazon (New York, NY)
- Description Amazon seeks a Portfolio Manager & Credit Analyst to join Amazon's Investments team, which oversees the active management of $60-70B of fixed ... portfolio performance. - Ensure portfolios comply with the Global Investment Policy, portfolio guidelines, and other key investment restrictions. -… more
- Quality Technology Services, LLC (Duluth, GA)
- …support this growth, QTS partnered with Blackstone, the world's largest alternative asset manager , in 2021 to scale the business globally to meet this rising demand ... for data centers. The Investments Analyst position is a part of QTS' Strategic Planning...the team create and support the following: + Prepare investment materials such as investment memorandums, presentations,… more
- Bank of America (Chicago, IL)
- Credit Analyst , Global Corporate & Investment Banking - Consumer and Retail Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common ... annual renewals andrecommendingnew lending opportunitiesfor the Global Corporate and Investment Bank. Key responsibilities include analyzing qualitative and quantitative… more
- Lockheed Martin (Bethesda, MD)
- …access defense and aerospace markets with its products\. Reporting to the portfolio manager of Lockheed Martin Ventures, the investment analyst will be ... * Support investments through the internal approval process\. * Support portfolio companies through internal program management\. * Assist in facilitating business… more
- CNO Financial Group (Carmel, IN)
- …are hiring a **Sr. Portfolio Analyst ** to provide top-down portfolio analysis identifying potential investment risks and opportunities. This job performs ... statistical reviews of investment performance at the investment asset class, strategy composite, and account portfolio...and account portfolio levels. **As a** **Sr. Portfolio Analyst ,** **your responsibilities will include:** +… more
- Regions Bank (Birmingham, AL)
- …the Treasury Portfolio Management Analyst supports the Bank's Securities Portfolio Managers. The $30B+ Investment Portfolio within Corporate Treasury ... Treasuries, Corporate Bonds, and other fixed income products. The Analyst will assist the Portfolio Manager...areas within Balance Sheet Management team team including the Investment Portfolio and Interest Rate Risk _This… more
- Commerce Bank (Kansas City, MO)
- …& risk oversight for the Commercial Payment Products area of Commerce Bank. The Portfolio Analyst is responsible for underwriting and credit review of high ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...skills, and competencies.) About This Job The Commercial Payments Portfolio Risk Analyst will be responsible for… more
- Huntington National Bank (Charlotte, NC)
- …Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages ... medium/large and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to...+ Bachelors Degree + 5 or more years of Investments/ Analyst experience Exempt Status: (Yes = not eligible for… more
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