- T. Rowe Price (Baltimore, MD)
- …to g row and make a difference in ways that matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the Investment ... the role is to use their knowledge of the portfolio investment strategy and client requirements to...the daily workflow of a single asset class, the Lead PIA will leverage their expertise and assume additional… 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
- Wellington (Boston, MA)
- …on behalf of clients. We are seeking to recruit an Investment Strategy Analyst ( Analyst ) to join the Portfolio Engineering team within Wellington ... of business meta data. The role will entail operational risk management, investment risk management and portfolio construction concepts, and demonstrated… 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
- Wellington (New York, NY)
- …factors, manager research, asset allocation, quantitative investing, and risk management. The Investment Analyst will work as part of a product coverage ... into workflows to enhance efficiency and insight generation. **QUALIFICATIONS** The Investment Analyst role is multi-faceted and requires demonstrated interest… 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
- Lincoln Financial (Santa Fe, NM)
- …at a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst ** to support the Investment Accounting and Reporting ... environment. _Background Details_ As a Regulatory GAAP and Statutory Investment Reporting Analyst , you will be responsible... operations and initiatives. Additionally, this role will also lead team projects related to investment strategic… 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
- 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
- Nuveen Investments (Charlotte, NC)
- The Timberland Portfolio Management Analyst is key in supporting the natural capital investment team and is primarily responsible for leading the quarterly ... valuation process across a global timberland portfolio . The analyst also supports investor reporting,...acquisitions, and finance teams to support transactions and analyze investment performance. **Key Responsibilities and Duties** + Lead… more
- Wellington (Boston, MA)
- …our clients. **About the Role** **OVERVIEW** We are looking to hire a Fixed Income Portfolio Analyst . Based in Boston, the ideal candidate will work with the ... relevant professional experience in the securitized space as a portfolio analyst , risk analyst , quantitative...collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business… more
- KeyBank (Portland, ME)
- …executing the client strategy. **Responsibilities** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... investment policy, initiates portfolio construction changes consistent with investment strategy....with less experience can be considered for a junior Portfolio Analyst role. **Licenses and Certifications** +… 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
- 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)
- …behind changes in positions, and a consolidated view of cash for more informed investment decisions. The Portfolio Accounting Analyst is responsible for ... accurate and transparent information to the firm. The integration of Portfolio Accounting with our investment capabilities provides investors transaction… more
- Neuberger Berman (Chicago, IL)
- **Position Overview:** The Portfolio Analyst & Trader will be a member of the Securitized Products team, which manages over $23 billion in assets, and will play ... a pivotal role in supporting Neuberger Berman's securitized products investment efforts. This person will work closely with members...sectors. This role will report to the team's senior Portfolio Managers in support of the broader Multisector and… more
- Wellington (Boston, MA)
- …our clients. **About the Role** **OVERVIEW** We are looking to hire a Fixed Income Portfolio Analyst , based in Boston. The ideal candidate will work with the ... fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an… more
- Janus Henderson Investors (Denver, CO)
- …purpose align with your own, we would love to hear from you! Overview The Senior Portfolio Analyst will support the Core Plus / Multi Sector portfolio ... management team contributing to the implementation and execution of investment strategies in portfolios to achieve client objectives. This role works closely with… more
- The Hartford (Hartford, CT)
- Portfolio Analyst - BA08CE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... Agile portfolio operations, and governance. The IT Portfolio Analyst shall support the prioritization of...processes, and invoice approvals. + Partner with the Senior Portfolio Lead to drive the finance transformation… more
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