- 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 (Charlotte, NC)
- …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
- 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
- Hackensack Meridian Health (Edison, NJ)
- …team to evaluate current and prospective managers to ensure adherence to investment policy guidelines, asset allocation objectives, risk management ... of Manager Selection and working closely with the Chief Investment Officer and other team members, the... investment areas, and additional topics related to asset allocation where assigned and appropriate. +… 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
- BMO Financial Group (SD)
- …a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and ... **Work Schedule: Monday-Friday,** **10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist's primary responsibility is to… 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
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …Management on our Investment Team, reporting directly to the Pensionmark Chief Investment Officer (CIO). Your primary objective will be to drive strategic ... Investment Team, reporting to the Pensionmark Chief Investment Officer (CIO). + Serve as permanent...results of managed model portfolio series. + World MAP Asset Allocation + Collaborate with CIO on… more
- Morgan Stanley (Menlo Park, CA)
- …on the selection and oversight of investment managers, the development of asset allocation models and executes the implementation of the investment ... plays a critical role in helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic...Director of Investments is responsible for the development of asset allocation models and the oversight of… more
- CalSTRS (Sacramento, CA)
- …requirements. Assist in co- investment sourcing (primary and secondary) from private asset investment managers (both existing and potential) to find ... model that measures vintage year, sector, stage, and investment manager allocation . Benchmark co- investment ...market asset classes and in-depth knowledge of asset allocation theory and practice, portfolio risk… 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 ... asset class goals and objectives, asset allocation , cash flow forecasting, and investment pacing....investment process improvements. + Supervise and develop an Investment Officer and/or Security Analyst. Education: Possession… more