- Neuberger Berman Group LLC (New York, NY)
- …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust ... Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust...and evaluates portfolio construction on behalf of Trust Officers. Responsibilities The Trust Investment… more
- Peoples Bank (Munster, IN)
- POSITION SUMMARY A Level I Wealth Management Officer is responsible for analyzing the governing documents for assigned accounts, recordkeeping, reviewing cash and ... focus of business development should include but not be limited to Fiduciary, investment and custodial business opportunities in the low and mid net worth customer… more
- Frost Bank (Midland, TX)
- …communication, organizational, and customer service skills General understanding of banking, investment , trust , and insurance products and services NMLS license; ... banking services. Who you are: As a Private Banking Officer I , you will help customers manage their...existing credit relationships by regularly reviewing their current loan portfolio Identify and recommend products and services that are… more
- Northeastern University (Boston, MA)
- …for students and faculty to leverage for learning and research; a deep investment in lifelong and experiential learning; a premium placed on pedagogical innovation; ... OF THE DEAN As the chief academic and executive officer of the college, the Dean of the College...that one of the key outcomes is an expanded portfolio of offerings in the professional space ranging from… more
- Zions Bancorporation (El Segundo, CA)
- …clients when primary relationship managers are unavailable. Acts as primary account officer on assigned transactions within the portfolio , including maintaining ... Associates at California Bank & Trust work in a relationship-centered culture where they...customers. Essential Functions: Responsible for managing and servicing a portfolio of existing credits, including monitoring borrower reporting requirements… 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
- 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
- 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
- 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
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the investment activity for the ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...for the five New York City pension systems. The Investment Officer will report to the DCIO… more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the investment activity for the ... for the five New York City pension systems. The Investment Officer will report to the DCIO...Preparing and presenting investment recommendations to internal Investment Committee; - Monitoring and managing the portfolio… more
- Access Dubuque (Dubuque, IA)
- …our fiduciary services across Eastern Iowa. **What You'll Do:** As a Trust Officer , you will manage a diverse portfolio of IRAs, Investment Agencies, ... Trust Officer **Fidelity Bank & ... Trust Officer **Fidelity Bank & Trust ** 1...distributions, and tax reporting + Attract and develop new trust and investment management business + Serve… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …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...operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust… more
