- Fidelity TalentSource LLC (Merrimack, NH)
- …President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of investment consultants to elevate Fidelity ... to be addressed to develop and/or deepen relationships with consultantsWork with our Investment Portfolio Managers and sales teams to define prospect targets,… more
- Fidelity TalentSource LLC (Boston, MA)
- …portfolio performance, positioning, rebalance metrics, etc. to ensure alignment with Portfolio Manager (PM) investment thesis and process.Quantitative ... process and platform. This will entail working closely with our portfolio management, quantitative research , platform, data, and technology teams.… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:Position Description: Performs data analysis and research using SQL/R and Python. Identifies data issues and performs root cause analysis to improve ... and supports user acceptance testing for process enhancements. Utilizes research tools to procure company specific data and perform...field and three (3) years of experience as a Manager , Data Analytics and Insights (or closely related occupation)… more
- Fidelity TalentSource LLC (Boston, MA)
- …our clients to achieve their investment objectives. The PositionThis is an investment role focusing on manager research in Liquid Alternative Investments ... our multi- manager \u201Cfund-of-funds.\u201D\u00A0 You will lead meetings with external portfolio managers to discuss their investment process and strategy… more
- Fidelity TalentSource LLC (Boston, MA)
- …review (with analyst support). The Expertise and Skills You BringPartner with investment and operations teams on portfolio management and oversight of ... years experience as a vice president/director at an institutionally scaled direct investment platform, preferably in an institutional asset manager such as… more
- Northeast Georgia Health System, Inc (Gainesville, GA)
- …cash balancing, investment reconciliations, cash and security positions in investment portfolio , and other month end close activities.Prepares monthly cash ... foundation of improving the health of our communities. About the Role:Job SummaryThe Treasury Manager will be responsible for the cash flow and revenue of all NGHS &… more
- Fidelity TalentSource LLC (Durham, NC)
- …the following groups: Equity, Fixed Income, Multi-Asset, ESG, and Alternative Investments Manager Research ; Portfolio Engineering; and Portfolio ... TeamThe mission of FIWA is to enable FI to provide advice driven investment solutions through high-value products, tools, and research insights. The FIWA… more
- Fidelity TalentSource LLC (Durham, NC)
- …the following groups: Equity, Fixed Income, Multi-Asset, ESG, and Alternative Investments Manager Research ; Portfolio Engineering; and Portfolio ... TeamThe mission of FIWA is to enable FI to provide advice driven investment solutions through high-value products, tools, and research insights. The FIWA… more
- Fidelity TalentSource LLC (Boston, MA)
- …Lead (SL) / Product Owner within our Personalization Platform team. Our portfolio of personalization solutions enables creation and orchestration of real time ... and cross-squad work.\u00A0The TeamProvide leadership and support in the research and resolution of sophisticated problems, including definition, solution… more
- Fidelity TalentSource LLC (Boston, MA)
- …in defining clear and concise requirements for and providing support for portfolio management, trading and/or research applications Experience with Oracle/SQL ... for a Senior Systems Analyst to join our Workplace Managed Accounts Portfolio Construction team. The role involves facilitating requirement sessions with business… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As an Investment Manager / Portfolio Research Specialist - Operational Due Diligence ... manager 's discretion. This position will focus on investment manager operational research and...monitoring and analytical activities for a variety of complex investment portfolio disciplines. Serves as subject matter… more
- CalSTRS (Sacramento, CA)
- Job Posting: Portfolio Manager , Sustainable Investment & Stewardship Strategies (SISS) State Teachers' Retirement System JC-431796 - Portfolio Manager ... , Sustainable Investment & Stewardship Strategies (SISS) PORTFOLIO MANAGER $14,334.00 - $21,500.00 per Month... Branch. This position provides expert knowledge, analysis and research that supports the CalSTRS Stewardship Program, the SISS… more
- JPMorgan Chase (New York, NY)
- …equity, real estate, and infrastructure. **Job Description:** As a Portfolio Manager , Vice President within the Retirement Plan Investment Group, you will ... related to both existing and prospective investment manager strategies. + Proactively identify, source, research ...Proactively identify, source, research and evaluate new investment strategies for possible inclusion in the portfolio… more
- Atlantic Health System (NJ)
- The Senior Accountant II, Investment Portfolio Operations & Accounting is responsible for monitoring and executing all material aspects of the Atlantic Health ... investment pools. Responsibilities The Senior Accountant II, Investment Portfolio Operations & Accounting will coordinate...funding events and redemptions. + Assess the accuracy of investment manager fees against agreed upon … more
- Raymond James Financial, Inc. (Beachwood, OH)
- …by Financial Advisors. * Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on ... for tracking periodic investment managers' reviews by third party and independent investment manager searches. * Generates periodic reports on investment … more
- T. Rowe Price (Baltimore, MD)
- …, development, and collaboration efforts. + Establishes and maintains understanding of Portfolio Manager 's investment process. + Works with traders ... and grow your career with us. Scope The Lead Portfolio Investment Analyst (PIA) resides within the...term technological outlook and implementation. + Manage trading and portfolio manager relationships including coordinating accurate and… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …reporting and data analysis pertaining to portfolio investments + Assist in research projects + Monitor investment strategies and their outcomes + Coordinate ... Description Our client, an institutional investment manager in the Twin Cities...analytical-minded individual for a direct hire role as an Investment Portfolio Analyst. This role is integral… more
- BlackRock (New York, NY)
- …market knowledge and perspectives. Good investment decisions arise from integrating research with portfolio management. A global presence results in a global ... access to the opportunities, information and resources available to a global asset manager combined with the agility of autonomous investment teams. **We… more
- Neuberger Berman (Chicago, IL)
- …_._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... **Summary:** We are seeking an experienced and proactive Research Analyst to join our Non- Investment ...The successful candidate will join a large team of Research Analysts, Traders and Portfolio Managers responsible… more
- Morgan Stanley (New York, NY)
- …and family offices. * * ** ** ** *KEY RESPONSIBILITIES* - Assist the Head of Research with conducting investment research related to major asset classes and ... incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** **Asset/ Investment Management* **Title:** *PSG Investment Research Analyst*… more
