- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III - Direct Investments State Teachers' Retirement System JC-435505 - Investment Officer III - Direct Investments ... INVESTMENT OFFICER III , STATE TEACHERS' RETIREMENT SYSTEM $10,068.00 - $12,007.00 per Month **Final Filing...advisor , and/or legal expert + Experience in underwriting, investment due diligence and investment recommendation +… more
- Citizens (Tarrytown, NY)
- …to ensure we are managing client portfolios effectively. + Manage the investment , trust and institutional accounts. + Rebalance accounts according to the client's ... investment policy statement, with guidance of the asset allocation strategy team and advisor team. + Responsible for allocating initial funding, annual account… more
- Truist (Jacksonville, FL)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Truist (Dunwoody, GA)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Atria Wealth Solutions (Houston, TX)
- …statements for compliance with firm policy. + Review Investment Advisor Representative private securities transactions. + Review Retirement Plan 408(b)-2 ... clients. Headquartered in New York City, Atria's broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial… more
- City of Boise (Boise, ID)
- …your family + Low-cost dental and vision options. + Post-employment health savings account. Retirement and Investment Plans: + PERSI retirement benefits + ... Performs all duties of an Attorney I, II, and III - Municipal, in addition to providing mentoring and...the criminal prosecution team and serving as an on-call advisor for the police. Planning & Development Services: Areas… more
- Atria Wealth Solutions (Syracuse, NY)
- …clients. Headquartered in New York City, Atria's broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial ... and testing on efforts to grow and optimize our advisor workstation. The Junior Data Analyst responsibilities will include...remote: + Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079 + San Diego, CA: 10150… more
- SpaceX (Bastrop, TX)
- …multiple lines (3M+ per year) + Act as the technical decision maker and advisor to the team on manufacturing techniques and test methods that will enable building ... automation opportunities and establish requirements as well as evaluating return on investment for each. Work with in-house resources or vendors as necessary to… more