- Fidelity TalentSource LLC (Boston, MA)
- …directly with senior leadersDeep curiosity about the intermediary and institutional investment marketsAbility to lead multiple workstreams and maintain an agile ... skills in Microsoft PowerPoint and ExcelStrong academic credentials: MBA, CFA or other relevant advanced degree preferredThe TeamFidelity Institutional serves… more
- Wellington (Boston, MA)
- …continued growth of our private investment capabilities, we are seeking to add an Investment Director to join our team and be an integral part of our ... driving growth in our privates business. The Private Credit Investment Director is responsible for the build...related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred. Not sure you meet 100% of… more
- Wellington (Boston, MA)
- …degree or CFA /CAIA are additive though not required. **LOCATION** The Investment Director will ideally be based in Wellington's Global Headquarters in ... factors, manager research, asset allocation, policy and risk management. **ROLE** 'The Investment Director , Fundamental Factor Platform' - will accelerate the… more
- Santander US (New York, NY)
- Executive Director - Regulatory Capital Management, Corporate & Investment Banking New York, United States of America Job Summary: We are seeking an experienced ... to join the CFO organization of our Corporate & Investment Banking (CIB) division in the US The candidate...fast-paced and dynamic environment. + Professional certifications such as CFA , FRM, or other relevant certifications are preferred. Note:… more
- Principal Financial Group (Minneapolis, MN)
- **What You'll Do** We're looking for a Senior Director OCIO Investment Solutions to join our Principal Asset Management Investment Solutions sales team. In ... Out** + CFA Charter holder + Seasoned individual in the investment consulting space who is high-reaching, has a strong work ethic, professional disposition,… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Director - Investment Strategy within PNC's Asset Management Group Investment ... the manager's discretion. Preferred skills/experience: * Macroeconomics experience * Investment strategy experience * Equity, fixed income, alternative investments… more
- BlackRock (New York, NY)
- …sits within BlackRock's Multi-Asset Strategies & Solutions (MASS) business, the investment group at the heart of BlackRock's portfolio construction, asset allocation ... solution, representing the next evolution of our LifePath franchise. The Investment Strategy team develops and commercializes the Retirement Solutions business, with… more
- Manulife (Boston, MA)
- …power of investment commentary to inform and inspire our clients. As the Director of Investment Commentary, you will have the unique opportunity to lead our ... closed-end mutual funds, and UCITS. Reporting into the General Director , Financial Reporting/SOX Compliance, this role is critical to...degree (MBA, MSF or MST) or certification (CPA or CFA ) or equivalent working experience. **What can we offer… more
- Wellington (Boston, MA)
- …will work as part of one or more product coverage teams, led by an Investment Director . The primary focus of the role is to provide analytical leverage ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...consultancy desirable but not required * An MBA and/or CFA is desirable but not required * Strong critical… more
- Ascension Health (St. Louis, MO)
- …specifics._ **Responsibilities** **POSITION SUMMARY:** The Senior Accountant reports to the Director , Investment Operations, and supports the Manager, ... Investment Operations, Senior Director , Investment Operations, the Health Ministries, and...pertinent field with two to four years of financial investment experience preferred. A CPA, MBA and/or CFA… more
- State of Minnesota (St. Paul, MN)
- …knowledge and experience with Microsoft Excel. + Willingness to pursue the CFA Institute Investment Foundations Certificate. **Preferred Qualifications** + Four ... **Working Title: Investment Analyst, Junior - Investment Operations**...to change at the discretion of the SBI Executive Director ._ **The work you'll do is more than just… more
- PNC (Pittsburgh, PA)
- … service team in the AMG Investment Office reporting to the Investment Director for Institutional Defined Contribution Plans. You will work closely with ... opportunity to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management...*Strong work ethic with examples of past successes *AIF, CFA or CIMA designation or in process of obtaining… more
- T. Rowe Price (Baltimore, MD)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... is an integral role within T. Rowe Price's independent Investment Risk team that is accountable for identifying, measuring,...The Senior Multi-Asset Risk Manager role reports to the Director , Multi-Asset Risk, who leads the global Multi-Asset Risk… more
- MassMutual (Boston, MA)
- …to our Investment Controllership team. The position reports to the Director of Investment Operational Accounting Governance and Controllership and resides ... ** Investment Accountant** ** Investment Controllership** **Full-Time** **Boston,...GAAP and STAT **The Ideal Qualifications** + CPA or CFA preferred + Master's degree preferred + Knowledge and… more
- T. Rowe Price (Baltimore, MD)
- … Investment Division leadership. The Risk Analytics Manager reports to the Risk Analytics Director , who is a member of the Investment Risk lead team and will ... difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today… more
- MassMutual (Boston, MA)
- …our Investment Controllership team. The position reports to the Director of Securities Accounting and Controllership and resides within the Financial ... ** Investment Accounting Associate II** ** Investment Controllership**...GAAP and STAT **The Ideal Qualifications** + CPA or CFA preferred + Master's degree preferred + Knowledge and… more
- PNC (Fort Wayne, IN)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based ... Wayne, IN. In this position, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and… more
- Aristotle Capital Management (Newport Beach, CA)
- …discipline. + CFA , CIPM or CPA. + Broad knowledge of investment products and accounting. + Solid understanding of GIPS(R) reporting principles and performance ... Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio… more
- Wellington (Boston, MA)
- …the purpose of helping them discover their investor DNA and hone their respective investment processes and philosophies. In addition, the Director will take a ... projects simultaneously is necessary; and + Strong academic credentials; MBA and/or CFA /CAIA (or equivalent) is preferred. **LOCATION** **The Director , Early… more
- Principal Financial Group (New York, NY)
- **What You'll Do** As the Director / Managing Director , Originations, you will play a pivotal role reporting to the Head of Principal Direct Lending. Your ... and equity co-investments. Here are some of the key responsibilities: + Originate investment opportunities based on strategic fit and financial return. + Build and… more
