- Nebraska Public Power District (Columbus, NE)
- ** Cash Management , Investment & Trust Administrator** Columbus, NE, US, 68602-0499 **Nebraska Public Power District (NPPD)** has an immediate opening for ... a ** Cash Management , Investment & Trust Administrator** located at **Columbus General Office** in **Columbus** , Nebraska. Position closes October 5 at… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- … Associate is responsible for providing premium customer service to our CNB Wealth Management and Trust Services clients. This position is responsible for the ... Routinely respond to client inquiries and must have preliminary knowledge of trust , investment , and estate planning concepts. Anticipates client and officer… more
- Wells Fargo (Minneapolis, MN)
- …access to highly experienced and credentialed professionals that deliver cash management , complex custom credit, and trust services directly to clients. Our ... talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and lines of business at… more
- City and County of San Francisco (San Francisco, CA)
- …due diligence and model portfolio construction, and review and negotiate investment management agreements; * Provide recommendations/advice on investment ... implementation of quantitative models used in asset allocation, risk management , liquidity management , cash flow...statistics, or similar field; AND Three (3) years of investment experience with an investment management… more
- NBT Bank (Albany, NY)
- …and present sales proposals + Knowledge of investment markets, portfolio management , securities trading and trust industry Unique Job Characteristics and ... customers to provide periodic account reviews. Constructs portfolios from cash and adjusts holdings of new portfolios to comply...trust accounts and meet with customers to update investment performance. Conduct portfolio management on all… more
- Columbia Bank (San Jose, CA)
- … services to these clients include: deposit, cash management , credit, investment management , and trust services. + Business development of client ... relationships. + Engage with bank partners for wealth management and implementation strategies to include investments, trust , financial planning, and other… more
- JPMorgan Chase (Columbus, OH)
- …, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports ... million client accounts within JP Morgan Private Bank and US Wealth Management . **Roles and Responsibilities:** + ** Investment Implementation Portfolio … more
- CalSTRS (Sacramento, CA)
- …general direction of the Associate Portfolio Manager, the IO III provides high level investment and financial expertise to staff and management . The incumbent is ... Job Posting: Investment Officer III, Inflation Sensitive State Teachers' Retirement...it against inflation, generate enhanced yield and provide stable cash flows. The unit's portfolio is currently split between… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …field; advanced certifications are highly desirable. * Strong expertise in investment management theory, financial principles, portfolio strategies, and market ... * Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and...to trustees. * Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and… more
- CIBC (Boston, MA)
- …relationship management and business development teams to provide sound investment management and advisory services. Furthermore, an entrepreneurial approach ... preferred. + 10+ years of relevant experience in private equity, venture capital, investment management , or consulting. + Direct experience with fund selection,… more
- CalSTRS (Sacramento, CA)
- …The ideal candidate will possess the following skills: + Broad and extensive investment management experience for a major financial institution or firm or ... portfolio setup and onboarding, pre-settlement and post-trade portfolio controls, trade and cash flow management , and total fund reporting. Additionally, the… more
- JPMorgan Chase (New York, NY)
- … management including, but not limited to: credit, deposits, trust and financial planning **Preferred Qualifications, Capabilities, Skills** + Extensive ... **Primary Function** As an Investment Specialist you are responsible for helping the...+ Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser… more
- JPMorgan Chase (New York, NY)
- …wealth management including, but not limited to: credit, deposits, trust and financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...+ Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser… more
- Regions Bank (Knoxville, TN)
- … accounts + Supports Trust or Wealth Advisors' retention and expansion of trust and investment management clients + Takes responsibility for ensuring all ... section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Support Administrator will oversee the administration of Individually… more
- State of Minnesota (St. Paul, MN)
- … is responsible for the investment management of various retirement funds, trust funds, and cash accounts for the State of Minnesota. The Minnesota State ... Two (2) or more years of leadership or team management experience. + Experience in investment performance...or team management experience. + Experience in investment performance measurement, reporting, analysis, and GIPS standards. +… more
- JPMorgan Chase (Rochester, NY)
- …and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and ... operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking,... of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax… more
- JPMorgan Chase (Palm Beach, FL)
- …Officer's role to oversee the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you ... Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and… more
- CIBC (New York, NY)
- …(https://www.cibc.com/en/about-cibc.html) **About Our Group** The Industrials Group provides investment banking services to leading corporate and private equity ... as debt and equity financings, buyout financings, and risk management solutions. The Group has a global coverage strategy...analysis to assist in the identification and/or analysis of investment banking business opportunities + Play a key role… more
- JPMorgan Chase (New York, NY)
- …retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed ... assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include...**Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will… more