- United Nations (New York, NY)
- … Management (OIM), which manages approximately $90+ billion multi-asset class, global investment portfolio , about 85% of which is actively managed in-house. ... Fund (UNJSPF). The incumbent will report to the Senior Investment Officer (SIO) of the Asia Pacific... to achieve the performance to meet the Fund's investment objectives by reviewing both portfolio and… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... and approve portfolio changes. Interacts with beneficiaries, their advisors and Financial...industry operations. Financial markets, products, financial advisory function, and investment process. Directed Trust administration experience is… more
- Brooklyn Bridge Park Corporation (Brooklyn, NY)
- …an experienced, visionary and strategic leader to serve as its first-ever Chief Program Officer . This inaugural role marks a pivotal investment in the Park's ... Job Title : Chief Program Officer (Inaugural role) Classification : Full-time, exempt Pay...Program Development & Oversight Design and oversee a robust portfolio of public programming across diverse domains (arts, education,… more
- Frost Bank (Arlington, TX)
- …finance needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust , and insurance groups Ability to perform with ... banking services. Who you are: As a Private Banking Officer II , you will help customers manage their...manage client's existing credit relationships by reviewing current loan portfolio on a regular basis Identify and recommend products… more
- Morgan Stanley (San Francisco, CA)
- …Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on client goals. The Portfolio Management Associate ... rules, regulations and firm policies Knowledge of financial industry and investment products preferred Successful completion of the Portfolio Management… more
- Whittier Trust (Menlo Park, CA)
- …to clients, clients' families, agents, and professional advisors. Participate with the investment officer in client meetings. Coordinate with the investment ... Whittier Trust is the oldest privately owned multi-family office...West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our… more
- Maslow Wealth Advisors (Austin, TX)
- …of over $2B of assets. Job Title: Portfolio Analyst Reports To: Chief Investment Officer and Portfolio Manager Job Description: The Portfolio ... wealth management services. Our mission is to earn the trust and confidence of our clients through competence, caring,...to meet the unique needs of our clients. The investment team oversees the portfolio construction and… more
- First Horizon (Knoxville, TN)
- …location listed in job posting Summary Portfolio Manager / Business Development Officer at Registered Investment Adviser with $1.5 billion in assets under ... manager for clients: establishing investment objectives, managing the client investment portfolio , providing regular reporting, and conducting client meeting… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth ... clients with additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham… more
- City of New York (New York, NY)
- …beneficiaries and the City of New York. The Senior Investment Officer will be responsible for developing Portfolio Construction methodologies and analytics ... to the development of analytical infrastructure. Additionally, the Senior Investment Officer will be a vital resource...selection and sizing. Contribute towards building a more efficient portfolio to meet investment objectives of the… more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial ... in a dynamic work environment + Participate in and contribute to the Trust Investment Committee + Enthusiastically embrace, support, and model the bank's… more
- NBT Bank (Syracuse, NY)
- …and present sales proposals + Knowledge of investment markets, portfolio management, securities trading and trust industry Education/Experience + Bachelors ... accordance with the objectives of the account. Serves as a member of the Trust Investment Committee. Department: Trust Investment Skills and Abilities +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... Fund Model portfolios. * Review and if prudent, approve portfolio adjustments as suggested by the financial advisor. *...and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III State Teachers' Retirement System JC-484406 - Investment Officer III INVESTMENT OFFICER III, STATE TEACHERS' ... is seeking an experienced individual to work as an Investment Officer III (IO III) on the...investment disclosures and Board presentations for CalSTRS global portfolio . Investment Compliance supports the Investment… more
- City and County of San Francisco (San Francisco, CA)
- …an experienced investment professional for the position of Investment Officer ("IO") for its Public Fixed Income portfolio , which includes Treasuries, ... objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally,... management experience at a position equivalent to an Investment Officer or higher with an … more
- City and County of San Francisco (San Francisco, CA)
- …an experienced investment professional for the position of Investment Officer ("IO") for its Real Assets portfolio , which includes real estate, ... objectives of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally,... management experience at a position equivalent to an Investment Officer or higher with an … more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer - Performance & Risk Reporting is responsible for the production, ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...composites, and maintaining data integrity across reporting systems. The Investment Officer will also collaborate across departments… more
- City and County of San Francisco (San Francisco, CA)
- …with the objective of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment ... SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Asset Allocation, Risk Management, and Innovative… more
- City of New York (New York, NY)
- …of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the Public Equity allocation, which currently ... totals approximately $117 billion. The Investment Officer will report to the Head...selection and sizing. Contribute towards building a more efficient portfolio to meet investment objectives of the… more
- CIBC (Chicago, IL)
- … Investment Officer ,** you'll manage and expand CIBC's Community Development investment portfolio . You'll act as an originator and portfolio manager ... excellence:** Oversee the evaluation and administration of the assigned investment portfolio , including detailed annual reviews and ongoing maintenance.… more
