- City and County of San Francisco (San Francisco, CA)
- …seeks an experienced investment professional for the position of Investment Officer ("IO") for its Asset Allocation , Risk Management, and Innovative ... Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment ... management experience at a position equivalent to an Investment Officer or higher with an … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …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
- City of New York (New York, NY)
- …audit readiness. - Contribute to strategic projects such as asset allocation studies, policy reviews, and system enhancements. INVESTMENT MANAGER (COMPTROLLE ... Asset Management is responsible for oversight of the investment portfolios of the five New York City pension...plan beneficiaries and the City of New York. The Investment Officer - Performance & Risk Reporting… more
- City of New York (New York, NY)
- …Public Equity allocation , which currently totals approximately $117 billion. The Investment Officer will report to the Head of Public Equity. ... Asset Management is responsible for oversight of the investment portfolios of the five New York City pension...plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the… more
- City and County of San Francisco (San Francisco, CA)
- …the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... experienced investment professional for the position of Investment Officer ("IO") for its Public Fixed...hiring. + Knowledge and prior experience with fixed income asset classes, such as Treasuries, government debt, corporate credit,… more
- City and County of San Francisco (San Francisco, CA)
- …the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... experienced investment professional for the position of Investment Officer ("IO") for its Real Assets...Work closely with SFERS' real assets consultants to achieve asset class goals and manage the portfolio in accordance… more
- First National Bank of Omaha (Minneapolis, MN)
- …focus on long-term wealth preservation, client education, and accessible advice. - Lead investment committees, including Asset Allocation , Mutual Fund, ... on business needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth… more
- NBT Bank (Albany, NY)
- …holdings of new portfolios to comply with departmental guidelines with regard to asset allocation , sector weightings and security composition in accordance with ... account investment objectives. Monitors portfolios of accounts and makes adjustments...portfolios of accounts and makes adjustments as needed. Prepares investment proposals for a new business accounts and maintains… more
- PNC (Atlanta, GA)
- …needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation , Capital Management, Credit Risk Analysis, Equity Valuations, ... to contribute to the company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization, you will be… more
- FM (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
- Neuberger Berman (New York, NY)
- …relevant trust-related experience + Strong investment expertise, including proficiency in asset allocation , asset location, and portfolio construction + ... Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, such as endowments,...asset concentrations + Overseeing and documenting the annual investment review process on behalf of Trust Officers and… more
- Raymond James Financial, Inc. (Columbus, GA)
- …requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation , and the selection of investments suitable to the ... some cases may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator...and tangible property and necessary court filings. . Confirms asset transfers and real estate recordings. . Secures date… more
- Citigroup (Queens, NY)
- …Defined Contribution retirement plans of a total $35 billion and advises on the Asset Allocation and Investment strategy for all the International Pension ... aspects of portfolio asset management across diverse sub- asset classes + Participate in new investment ...other duties and functions as assigned by the Chief Investment Officer (CIO), including reporting requirements on… more
- Arena Investors LP (Jacksonville, FL)
- Arena Investors, LP ("Arena") is a global institutional asset manager that provides creative solutions for those seeking capital in special situations. With more ... the team through the addition of a senior Compliance Officer . In this role, this individual will work closely...of regulatory compliance issues primarily in compliance with the Investment Advisers Act of 1940; . Support the CCO… more
- Neuberger Berman (New York, NY)
- …them with senior trust company officers if necessary. + Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax ... oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and… more
- Principal Financial Group (Des Moines, IA)
- …for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** ... You'll Do** The Assistant Vice President & Chief Accounting Officer (AVP & CAO) is responsible for overseeing the...Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business… more
- Truist (Nashville, TN)
- …and PCG Portfolio Management Officer to help the team devise the appropriate asset allocation based on clients' goals, cash flow, etc. + Work closely with ... to the overall planning process to avoid ad hoc investment products and savings. + Development of the household...analysis, to include long term planning for retirement income. Asset /liability management and review is key to overall client… more
- Minnesota State (Red Wing, MN)
- …Closing Date (if designated).** **Working Title:** College Information Officer **Institution:** Minnesota State College Southeast **Classification Title:** MnSCU ... - $139,466.00 **Job Description** We are seeking a self-motivated, hands-on College Information Officer (CIO) to lead our small but dedicated IT team in a working… more
- PNC (Louisville, KY)
- …**):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined ... bench of investment professionals provide in-depth support and analysis on investment strategy, asset allocation , manager selection, and portfolio… more