- Broadridge Financial Solutions (New York, NY)
- …River). + Proven track record of designing and implementing scalable, secure, and high- performance investment management systems. + Deep understanding of ... requirements. + Performance Optimization: + Continuously monitor and optimize the performance of investment management systems, identifying and resolving… more
- PNC (Pittsburgh, PA)
- …interpersonal skills, and the ability to provide simple/practical solutions for improving investment performance and risk management . A successful candidate ... Business Acumen, Derivatives, Effective Communications, Financial Analysis, Industry Knowledge, Investment Performance Measurement, Investment Reporting,… more
- City and County of San Francisco (San Francisco, CA)
- …* Perform both qualitative and quantitative analysis to monitor investment performance , diversification, and overall risk management ; * Assist in developing ... due diligence and model portfolio construction, and review and negotiate investment management agreements; * Provide recommendations/advice on investment… more
- Regions Bank (Birmingham, AL)
- …Finance, Accounting or related field + Seven (7) years of experience with Investment Management Performance or other directly related field **Preferences** ... process in the areas of trading operations, client reporting, performance management , and investment performance analysis. **Primary Responsibilities**… more
- Harbor Group Management (New York, NY)
- …and reporting on all aspects of an investme nt. The Analyst will perform investment management duties consisting of performance analysis, direct equity and ... customer service and providing exquisite living experience for our residents. Analyst, Investment Management FIRM OVERVIEW: Harbor Group International (HGI) is a… more
- PennyMac (Westlake Village, CA)
- …and planning, and financial reporting + Communicate analysis of investment performance and valuation changes to executive management and other key ... production and servicing of US mortgage loans and the management of investments related to the US mortgage market....Day The First Vice President Capital Markets Valuations and Investment Analysis is responsible for developing and maintaining the… more
- Coldstream Wealth Management (Seattle, WA)
- …our investment reporting and portfolio rebalancing systems, delivering quarterly investment performance reports and management fee invoices, answering ... Series 65 license and/or CIPM (Certificate in Investment Performance Measurement) is a plus Keyword: Operations Associate From: Coldstream Wealth Management more
- The Hartford (Hartford, CT)
- …+ The Real Estate Asset Manager will be the primary person responsible for the performance and investment management for an assigned group of real estate ... Estate Asset Management , HIMCO HIMCO (The Hartford Investment Management Company) is seeking an experienced...management focus toward delivering the best potential asset performance , while managing risk to an accepted strategic level.… more
- Cleveland Clinic (Beachwood, OH)
- …due diligence on investment managers and vendors, CCIO facilities management , Financial Management performance reporting, maintaining books/records for ... the most respected healthcare organizations in the world. The Executive Director Investment Operations, Performance Measurement and Risk Analysis is responsible… more
- FM (Waltham, MA)
- …roles. This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment ... with a primary focus on public Fixed Income investments with our external investment management partners. The assets under collaborative management would… more
- FM (Waltham, MA)
- …roles. This is a senior role, working closely with the Portfolio Manager, External Investment Management - Public Markets, Senior PM's, Chief Investment ... classes, with a primary focus on public equities investments with our external investment management partners. The assets under collaborative management … more
- FM (Waltham, MA)
- …to VP - Private Alternative Investments and working closely with Senior PM - External Investment Management , direct real estate investment team, the Chief ... primary focus on real assets investments with our external investment management partners. This role will work...investment process. The role will be responsible for performance across external real assets mandates, serve as an… more
- BMO Financial Group (Barrington, IL)
- …exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works ... proposals and participates in meetings with prospects/clients. + Provides investment management , fiduciary expertise and strategic leadership for business,… more
- TIAA (Redwood City, CA)
- … research on capital markets and investment managers, portfolio exposures, and performance that is used in the management and oversight of the portfolios. ... ** Investment Management ** The Manager, Investment...Responds to client inquiries regarding account-level issues, such as investment performance or asset allocation. + Serves… more
- CBRE (Boston, MA)
- …Responsible for the production of Asset Management Reports including Investment Oversight Committee materials including semi-annual performance re forecasts ... Senior Analyst, Private Equity Real Estate- CBRE Investment Management Job ID 187982 Posted...reviewing quarterly investment reports and validating quarterly investment data, reviewing investment performance … more
- Bank of America (Cincinnati, OH)
- Private Wealth Investment Management Specialist Cincinnati, Ohio **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... is culture driven, resilient, results focused and effective. **Job Description:** The Investment Management Specialist is responsible for defining the Financial… more
- Bank of America (Fairfield, CT)
- Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...or any other factor that is irrelevant to the performance of our teammates. To view the "Know your… more
- New York State Energy Research and Development Aut (New York, NY)
- …skills to work with the NYGB team in the critical role of Managing Director, Investment & Portfolio Management . This position will work with the Investment ... certain syndicated facilities. This position will report to the Managing Director, Head of Investment & Portfolio Management . The position will be located in New… more
- PNC (Cleveland, OH)
- …to PNC's policies and procedures. Supports the Functional Director in the oversight, performance management , and coaching of investment professionals. PNC ... , Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management , Relationship Management **Competencies** Client… more
- CBRE (Dallas, TX)
- Digital Delivery Manager, CBRE Investment Management Job ID 204260 Posted 07-Mar-2025 Service line REI Segment Role type Full-time Areas of Interest Digital & ... Technology/Information Technology, Investment Management Location(s) Dallas - Texas -...distribute, and present progress reports on milestones reached, financial performance of the program, and ROI delivered. + Manage… more
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