- T. Rowe Price (Baltimore, MD)
- …Quantitative Investments and Research Group. The Desk Quant works closely with Portfolio Managers in quantitative model development, design of optimal trading ... investment analysis related to the strategies. PRIMARY ACCOUNTABILITIES: Investment Analysis and Research: Analyze portfolio exposures, communicate with… more
- PennyMac (Westlake Village, CA)
- …and optimization of credit-sensitive mortgage -backed securities and loans within our investment portfolio . As the **FVP Portfolio Investments** , you ... and high-performance culture + Lead the strategic management of credit-sensitive mortgage -backed securities and loans, including asset selection, portfolio … more
- JPMorgan Chase (Jersey City, NJ)
- … Office Treasury and Corporate Risk also oversees the risk of the retained portfolio generated from the Chief Investment Office, Treasury and Corporate Chief ... As a Risk Management Chief Investment Office Treasury and Corporate - Corporate Client...limits and approved strategies. + Perform deep-dives on relevant mortgage topics to support independent risk analysis. + Participate… more
- M&T Bank (Buffalo, NY)
- … by executing tactical trading, analytics and reporting on the portfolio , modeling and analyzing agency Mortgage -Backed Securities (MBS), Collateralized ... Assists in daily management of the Corporation's fixed income security portfolio to maintain appropriate on-balance sheet liquidity and interest rate risk.… more
- Wells Fargo (Charlotte, NC)
- … products including consumer banking mortgage activities, trading activities and investment portfolio positions in mortgage products. **In this role ... Lead Quantitative Analytics Specialist. This position will be part of the Mortgage Model Development Center (MMDC) that will focus on mathematical concepts and… more
- TD Bank (Greenville, SC)
- …Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client service to ... will support other team members (Relationship Managers, Trust Advisors or Investment Advisors) and provide consistent and accurate administrative, analytical and… more
- Truist (Atlanta, GA)
- …the Sports & Entertainment industry. Assesses and advises on managing investment portfolios, delivering tailored credit, banking and insurance solutions to affluent, ... the needs-based solution delivery and integration of a broad range of investment , credit, and banking products and services (financial planning, portfolio … more
- TD Bank (Melville, NY)
- …Worth Investing with expertise in banking and lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve ... Manager II is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management,… more
- Truist (Charlotte, NC)
- …designated to support client service and business development efforts (eg credit, mortgage , planning, investment , trust and fiduciary services, and insurance ... referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect… more
- Truist (Atlanta, GA)
- …designated to support client service and business development efforts (eg credit, mortgage , planning, investment , trust and fiduciary services, and insurance ... referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect… more
- JPMorgan Chase (New York, NY)
- … Office, Treasury and Corporate (CTC) Risk manages the risk of the retained portfolio generated from the Chief Investment Office (CIO), Global Treasury, and ... all levels and regions with commensurate exposure to senior portfolio managers in an area of the Firm that..."other" Corporate businesses (Firm-wide Pension Plan, Insurance programs, and Mortgage Servicing Rights). The Chief Investment Office… more
- JPMorgan Chase (New York, NY)
- …as well as a leader in financial engineering, data analytics, statistical modeling and portfolio management. As a global team, QR partners with a diverse set of ... interaction, product innovation, valuation and risk management, inventory and portfolio optimization, electronic trading and market making, and appropriate financial… more
- BlackRock (New York, NY)
- **About this role** **About this Role** At the heart of BlackRock, the largest investment management firm in the world, is the Aladdin Product team. Being a member ... financial markets. We build next-generation technology that changes the way global investment firms manage their investments. Sitting at the intersection of business… more
- TD Bank (Greenville, SC)
- …all aspects of the client's relationships with TD Bank; executes a differentiated service model /experience for HNW clients + Leads a team who deepens wallet share by ... client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an… more
- MassMutual (Springfield, MA)
- …+ 2+ years of OTC and Exchange Traded Derivatives + 1+ years of TriOptima portfolio reconciliation + 1+ years of Calypso/Adenza Investment Systems + 1+ years of ... fast paced, time-sensitive, collaborative environment. The individual will apply finance, investment knowledge and/or other technical skills within the middle office… more
- TD Bank (Cherry Hill, NJ)
- …of key assumptions and model usage, hedging effectiveness and strategies, investment portfolio , and non-trading market risk framework and policy + Monitors ... and liquidity risk, including the oversight of the Bank's investment portfolio . Act as a subject matter...risk, including models and key assumptions for both retail ( mortgage ) and wholesale banking and investment products… more
- BMO Financial Group (Sunnyvale, CA)
- …by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration ... with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct...to resolve strategic issues. + Acts as a role model for colleagues and supports branch leadership activities. +… more
- Bank of America (New York, NY)
- …any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% ... activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an… more
- Bank of America (Los Angeles, CA)
- …and monitoring the team's client book segmentation strategy + Works with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management ... activities and developing, implementing, and monitoring the team's client service model . Job expectations include leading client meetings related to investment… more
- Bank of America (Dallas, TX)
- …They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role ... specific goals, metrics and behavior's related to the execution of the EGP model . This position is subject to SAFE Act registration requirements. The **Elite Growth… more