- FirstBank PR (PR)
- Investments and Treasury Officer Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver ... Brief Overview An officer part of the Treasury and Investments team that: Actively collaborates in the management of...team that: Actively collaborates in the management of the investment and funding portfolios of the Bank and its… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …assuming this role will be responsible for representing the Raymond James Alternative Investment (AI) platform to financial advisors and clients, with the ... advisors to discuss opportunities available on the Alternative Investments platform and how those opportunities integrate within the...* Micro and Macro economics and their impact on investment strategies. * Financial markets, products, … more
- Nuveen Investments (Charlotte, NC)
- …documentation as needed to support the completion of annual audits. + Analyzes financial information to ensure compliance with investment accounting policies and ... investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of… more
- Bank of America (Hunt Valley, MD)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Hunt Valley, Maryland **Job Description:** At Bank of America, we are guided by a ... The role acts as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies… more
- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66). Pennington, New Jersey;Rolling Meadows, Illinois **Job Description:** At Bank of ... as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee...a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): * Identifies clients' needs and… more
- Nuveen Investments (Dallas, TX)
- …firms to accrual basis to facilitate preparation of fair value GAAP basis financial statements. + Provides guidance to junior Investment Accountants regarding ... investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of… more
- PNC (Powell, OH)
- …respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments , you will be based in Powell, OH. ... Financial Advisors within PNC Investments (also referred to as Branch Financial ...financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- PNC (Indianapolis, IN)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments , you will be based in Beach Grove, ... IN. Senior Financial Advisors within PNC Investments (also referred...financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- FM Global (Waltham, MA)
- …the PM, External Investment Management - Private Alternatives, the Chief Investment Officer (CIO), and other senior Investments leaders and staff, across ... across private markets. The incumbent will also be leading periodic investments , economic and financial markets-related projects and initiatives related… more
- CalSTRS (Sacramento, CA)
- … Office leaders to engage in projects ranging from evaluation of co- investments , secondary transactions, and other private equity-related investment strategies ... an Associate Portfolio Manager to support the Portfolio Managers of Direct Investments on all investment activity. Key responsibilities will include execution… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …and procedures for recording and filing investment transactions. Prepares reports and financial statements to describe status of investments . May serve on ... statistics, or mathematics plus 5 years of professional level experience in investments . SUBSTITUTIONS:Designation as a Chartered Financial Analyst (CFA) will… more
- PNC (Houston, TX)
- …by PNC. This position may not be available in all geographic locations. Virtual Financial Advisors within PNC Investments (also referred to as Advisor Direct ... development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling… more
- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor - Consumer Investments - Manhattan Market New York, New York;Brooklyn, New York; New York, New York; New York, New York; New York, ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...banking and money managed solutions * Recommends banking and investments strategies that align with client financial … more
- Bank of America (Louisville, KY)
- Financial Solutions Advisor - Consumer Investments - Fern Creek Financial Center Louisville, Kentucky **Job Description:** At Bank of America, we are guided ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...banking and money managed solutions + Recommends banking and investments strategies that align with client financial … more
- Bank of America (Sacramento, CA)
- Financial Solutions Advisor - Consumer Investments - Town and Country Financial Center Sacramento, California **Job Description:** At Bank of America, we are ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...banking and money managed solutions + Recommends banking and investments strategies that align with client financial … more
- City of New York (New York, NY)
- …will manage two groups: Alternative Investments Middle Office and Alternative Investments Oversight and is part of Investment Operation Support (IOS). The ... Staff, Investment Managers, Consultants and others to ensure that investments are correctly recorded and reported; - Manage the operations due diligence process… more
- Banner Health (Scottsdale, AZ)
- …including sourcing and screening. 2. Leads and continually improves innovation investment processes and toolkits including: analytical models, financial impact ... companies. Partners with portfolio company leadership team to maximize Banner's financial returns. 6. Identifies potential new investment opportunities aligned… more
- Bank of America (Columbus, OH)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - High and Broadway Financial Center Columbus, Ohio **Job Description:** At Bank of ... Bank of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial... investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will… more
- City of New York (New York, NY)
- …Responsibilities of this position include, but are not limited to: - Performing investment oversight for Alternative Investments including review of Capital Call ... Staff, Investment Managers, Consultants and others to ensure that investments are correctly recorded and reported. - Assisting in quarterly fee reporting… more
- Bank of America (Charlotte, NC)
- Retirement Plan Investments - Portfolio Manager Charlotte, North Carolina **Job Description:** **Role Summary:** This investment management role is part of the ... Retirement Plans Investments (RPI) team which is predominately focused on managing..."mega" plan category. RPI team's role: + Manage the investment related matters of the company's retirement plans. RPI… more