- Raymond James Financial, Inc. (New York, NY)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts with ... Fiduciary laws and principles sufficient to administer personal trusts * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- Raymond James Financial, Inc. (Columbus, GA)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts with ... Fiduciary laws and principles sufficient to administer personal trusts * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts with ... Fiduciary laws and principles sufficient to administer trusteed IRAs. * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- FM Global (Waltham, MA)
- …the macro-economic and financial markets related forecasts. Additional responsibilities include: + Investment Asset Allocation - Strategic and Tactical + ... is a senior-level role, working closely with the Chief Investment Officer (CIO), Senior and Portfolio Managers,...strategic asset allocation and tactical asset allocation related investment decisions.… more
- Athene (Greenwich, CT)
- …ready to help you achieve more. Purpose: The Vice President of Asset Allocation and ALM Reporting will be Athene's officer , accountable for overseeing the ... relative to liquidity, capital, pricing, and plan. Accountabilities: The Vice President of Asset Allocation and ALM Reporting will report directly to the Head… more
- Citigroup (New York, NY)
- …asset classes and investment strategy. CIS manages Wealth's overall strategic asset allocation . * Digital Asset Thought Leadership * Sustainable ... manage their wealth. The CIO Role The Chief Investments Officer (CIO) will report to the Head of Wealth...actionable, and timely advice to clients. * Power portfolio asset allocation via the Global Investment… more
- City National Bank (Los Angeles, CA)
- …communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation /concentrations, and recommends ... ** INVESTMENT OFFICER ** **WHAT IS THE OPPORTUNITY?**...client investment portfolios and rebalance alignment of asset allocation with client's investment … more
- USAA (Plano, TX)
- …or internal investment teams. Responsible for supporting functions that encompass asset allocation , manager selection, investment governance, and ... business, and control partners to ensure thorough understanding of investment objectives, risk tolerances, asset allocation...thorough understanding of investment objectives, risk tolerances, asset allocation targets or ranges, and … more
- City of New York (New York, NY)
- … managers and is largely invested in publicly traded securities. The Senior Investment Officer will assist in overseeing the Fixed Income allocation ... Job Description The New York City Comptroller's Bureau of Asset Management (BAM) is responsible for oversight of the... Management (BAM) is responsible for oversight of the investment portfolio of the New York City Retirement Systems… more
- PNC (Phoenix, AZ)
- …Asset Management Market Leader, you will deliver OCIO (Outsourced Chief Investment Officer ) solutions to non-profit organizations, defined benefit pension ... have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be… more
- PNC (Boston, MA)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Customer Needs, ... to the company's success. As a Senior Business Development Officer within the PNC Institutional Asset Management...Equity Valuations, Investment Banking, Sales **Competencies** Business Acumen, Customer Experience Management.,… more
- City of New York (New York, NY)
- …limited to, the following: - Analyze portfolio construction, provide recommendations on asset allocation , manager selection and sizing. - Contribute towards ... Asset Management is responsible for oversight of the investment portfolios of the five New York City pension...market risk at the portfolio and manager level across asset classes, The Senior Risk Officer will… more
- FM Global (Waltham, MA)
- …This role will work closely with other Public and Private Markets PM's, the Asset Allocation , Strategy group, and Investment Operations. This key role ... Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO), and other senior Investments leaders and staff, across… more
- FM Global (Waltham, MA)
- …This role will work closely with other Public and Private Markets PM's, the Asset Allocation , Strategy group, and Investment Operations. This key role ... Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer (CIO), and other senior Investments leaders and staff, across… more
- Morgan Stanley (Purchase, NY)
- …across the investment process: strategic, tactical and dynamic asset allocation ; active-passive decisions; manager selection; and portfolio construction ... actionable ideas, and "white papers" * Design and monitor asset allocation models and single-security model portfolios...views. This position focuses on supporting the Firm's Chief Investment Officer and Chair of the Firm's… more
- Principal Financial Group (Des Moines, IA)
- …Services to join our team! In this role, you'll be responsible for providing asset allocation services and operational investment activities for retirement ... plans using Outsourced Chief Investment Officer (OCIO) services. **Some examples of what you'll be...utilizing our OCIO services by executing asset allocation services and providing administrative investment support.… more
- Public Buildings Service (Lakewood, CO)
- …to senior managers on issues related to real estate portfolio management, asset business strategies, capital allocation and portfolio analysis. Education Note: ... of financial areas, including costs, income, income/expense ratios, value, return on investment , and other financial indicators. Analysis can be complex with many… more
- PNC (Austin, TX)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Customer Needs, ... contribute to the company's success. As a Business Development Officer IV within PNC's Business Credit organization, you will...Equity Valuations, Investment Banking, Sales **Competencies** Competitive Environment, Credit Analysis and… more
- M&T Bank (Syracuse, NY)
- …client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
- M&T Bank (Buffalo, NY)
- …client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more