- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Strategist within PNC's Asset Management Group Investment ... new and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment expertise to rigorously… more
- KeyBank (Tarrytown, NY)
- … 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
- Amazon (Arlington, VA)
- …experience by highlighting global and cultural variances. Amazon Security seeks a Senior Workplace Strategist to lead our global workplace strategy initiatives. ... partnering, space and occupancy planning, design and construction, capital investment program management and facility maintenance and operations for Amazon's… more
- KeyBank (Pepper Pike, OH)
- …business referrals and to enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a culture of ... Ohio 44124 Job Description ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives.… more
- Citigroup (New York, NY)
- …to evaluate portfolio positioning and strategy performance + Partner with senior strategists and investment leadership to produce client-ready materials that ... **Overview:** The Portfolio Strategist will play a key...Portfolio Strategy. This role is focused on developing investment insights across asset classes, supporting the communication of… more
- Toyota (Plano, TX)
- …and Investment Group is looking for a passionate and highly motivated Portfolio Strategist . The primary responsibility of this role is to oversee Toyota ... and Investments, the person in this role will support the Treasury and Investment Group's objective to effectively manage the Benefit Plan Assets. **What you'll be… 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 ... you'll transform complex market data into strategic insights, collaborate with senior leaders, and influence the evolution of Vanguard's multi-asset investment… more
- Vanguard (Malvern, PA)
- We are looking for a senior , forward-thinking individual to join our Innovation team. In this role you will support our Investment Management businesses for ... practical applications of AI/ML and deliver clear business value. Background: Investment Management Fintech Strategies (IMFS) is a global team headquartered in… more
- BlackRock (New York, NY)
- …each client portfolio and product is tailored to reflect specific investment guidelines and objectives with respect to interest rate exposure, sector allocation ... be expected to provide detailed technical expertise on fixed income markets, investment instruments and portfolio construction, verbally and in written format,… more
- Navy Federal Credit Union (San Diego, CA)
- …Program Managers, and Technical Program Managers focused on orchestrating the Digital portfolio of work across internal teams and the enterprise. We drive strategic ... strategies across the credit union. We help Digital make data-driven investment decisions around balancing a nimble technology-based member experience today with… more
- Vanguard (Malvern, PA)
- …Finance Risk - Investment Risk Analyst + Investment Strategy Group - Investment Strategist + Portfolio Review Department - Investment Product ... Excellent relationship management and leadership skills. + Experience with investment research, portfolio management, trading, or ...Areas + Equity Investment Group - Equity Investment Specialist + Fixed Income Group - Senior… more
- City National Bank (West Hollywood, CA)
- …clients' investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics. * Solid product knowledge and ... *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior...existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB… more
- KeyBank (Dallas, TX)
- …the full breadth of Key's product platform which includes traditional bank products, investment banking and capital markets executions. Senior Bankers also drive ... Preston Road, Suite 400 - Dallas, Texas 75225 The Senior Banker serves as the Trusted Advisor for clients...performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by… more
- Boston University (Boston, MA)
- …of the most critical markets for the University nationally. Leading by example, the Senior Director will manage a portfolio of major and principal gift ... are just a few of the exciting areas of investment in staff and resources aimed at supporting the...managing each to success against those goals. Additionally, the Senior Director carries a portfolio of approximately… more
- NBC Universal (Orlando, FL)
- …of AI-driven systems, next-generation platforms, and cloud-native applications across the UDX global portfolio - with a focus on AI use cases such as predictive ... MAJOR RESPONSIBILITIES: Strategy & Planning + Act as a visionary and strategist for AI-centric and intelligent solutions within the enterprise application and… more
- ADP (Roseland, NJ)
- …Develop and present data-driven recommendations on sales strategy, resource allocation, and investment priorities to VPs and senior leadership. Your success is ... **Title: Senior Manager, Commercial Analytics & Data Strategy** **Job...tangibly improve Salesforce effectiveness. You will be the analytical strategist who helps our sales leaders understand performance drivers… more
- Wellington (New York, NY)
- …approaches/funds for the US Wealth market, partnering with product management and portfolio management for investment messaging, and client-facing teams for ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- KeyBank (Portland, OR)
- …specific markets and targeted prospect base. + Viewed by the client as a senior financial strategist and shares a skilled financial perspective. Conducts client ... of retail, private wealth management, small business, commercial and investment banking products, consultation and financial advisory services.** We're committed… more
- JPMorgan Chase (Boston, MA)
- …capabilities and skills** + 6+ years of experience in trading, portfolio implementation, or investment operations, ideally within asset management. ... team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent...(and counting) are using 55ip. As a Trade Implementation Strategist within 55ip, you will be responsible for enhancing… more
- Lenovo (Morrisville, NC)
- … senior decision makers. **Essential Responsibilities:** + Serve as the senior consultative joint business strategist and partnership leader, internally and ... success as the world's largest PC company with a full-stack portfolio of AI-enabled, AI-ready, and AI-optimized devices (PCs, workstations, smartphones, tablets),… more
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