- First National Bank of Omaha (Minneapolis, MN)
- …subject to change based on business needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer ( CIO ) to lead FNBO's investment ... communication, and trust. This executive will serve as a public-facing investment leader, guiding strategic thinking, mentoring advisors, and representing our point… more
- Berkshire Bank (Boston, MA)
- …Asset Management Department: Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer , Wealth Management Status: Exempt/ ... of the Wealth Management (Trust department) business and the Berkshire Banc Investment Services business. The VP, Compliance Officer is also responsible… more
- Neuberger Berman (New York, NY)
- …accounts, including Personal Trusts, Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, such as endowments, ... to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight … more
- FM (Waltham, MA)
- …the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment Officer ( CIO ), and other senior Investments ... with a primary focus on public equities investments with our external investment management partners. The assets under collaborative management would be $3Bil. or… more
- Citigroup (Queens, NY)
- …tools and analytical tools + Performs other duties and functions as assigned by the Chief Investment Officer ( CIO ), including reporting requirements on ... The US Pensions Investment ("USPI") team is the investment management team that manages and invests the assets of the Plans. USPI team is responsible for… more
- Truist (Atlanta, GA)
- …and communicate effective investment strategies for complex, sophisticated Outsourced Chief Investment Officer (OCIO) clients. A superior communicator ... description:** JOB SUMMARY The Foundations & Endowments Specialty Practice (FESP) Institutional Investment Manager 2 is a senior level manager who contributes to… more
- FM (Waltham, MA)
- …working closely with the Portfolio Manager, External Investment Management, Senior PM's, Chief Investment Officer ( CIO ), and other senior Investments ... Strategy group, and Investment Operations, and the Chief Investment Officer . This key...total portfolio. Work closely with the senior PM's and CIO , and other senior investments leads senior directors and… more
- AIG (New York, NY)
- …and the associated group insurance affiliates are managed by AIG Investments. Led by the Group Chief Investment Officer ( CIO ), and supported by a team of ... Investments designs and manages the asset allocation of the investment portfolios aligned to the specific risk and return...to a number of approved external asset managers. The CIO team oversees the relationships with the external managers,… more
- PNC (Pittsburgh, PA)
- …Asset Management (IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined ... (AMG) is comprised of Institutional Asset Management, PNC Private Bank, and our Investment Office. We work with individual and corporate clients who have significant… more
- BlackRock (Atlanta, GA)
- …Solutions (MASS) group delivers whole portfolio investment solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and… more
- Geronimo Power (Bloomington, MN)
- …models to ensure accurate representation of project risks and returns Support the Chief Investment Officer and Senior Director by appropriately completing ... of portfolio financial models in addition to supporting portfolio optimization, investment analysis and appraisal, and investor relations. You will report to… more
- Textron (Providence, RI)
- …new investment approaches and investment manager recommendations to the Chief Investment Officer & Treasurer\. + Maintain broad market knowledge ... Research new investments, conduct due diligence and underwrite new and existing investment managers, monitor performance and risk of the portfolio\. + Establish… more
- CommonSpirit Health (San Francisco, CA)
- …Community Investments and collaborates with the Director, Investments as well as the Chief Investment Officer within the Treasury Department and other ... happen both inside our hospitals and out in the community. The Community Investment Program ("CIP") is at the forefront of realizing the organization's mission and… more
- Children's Mercy Kansas City (Kansas City, MO)
- …key liaison between internal departments and external advisors, such as the Outsourced Chief Investment Officer and board subcommittees. Essential functions ... Investments is responsible for monitoring and facilitating the organization's investment portfolios, including cash equivalents, equities, fixed income, real assets,… more
- Sage Hospitality Group (Denver, CO)
- …Provide executive administrative support to Sage's Chief Financial Officer (CFO), Chief Investment Officer ( CIO ) and their respective teams. ... Perform executive assistant functions to include managing calendars, coordinating meetings, arranging travel, maintaining correspondence files, screening mail and calls, preparing and distributing communications, and composing internal and external… more
- JPMorgan Chase (Tempe, AZ)
- …clients with investment portfolios that are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing ... If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to… more
- JPMorgan Chase (Irvine, CA)
- …clients with investment portfolios that are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing ... If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to… more
- BlackRock (New York, NY)
- …campaigns that drive commercial outcomes for our model portfolios and Outsourced Chief Investment Officer (OCIO) capabilities, positioning BlackRock as ... understanding of the asset management industry, capital markets, multi-asset investment products across retirement solutions and wealth management. + Proven… more
- JPMorgan Chase (Atlanta, GA)
- …clients with investment portfolios that are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing ... clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients. **Job responsibilities:** + Leverage experience… more
- Carnegie Mellon University (Pittsburgh, PA)
- …Coordinating gift acceptance with the University Treasurer and the Office of the Chief Investment Officer . + Delivering appropriate follow-up correspondence ... and required IRS documentation. + Maintaining on-going personal contact with donors who have completed a gift plan. + Participating in various gift planning marketing efforts as time and necessity warrant. + Building and maintaining positive working… more
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