- 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 (Little Rock, AR)
- 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
- 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
- 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
- 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)
- …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
- Neuberger Berman (New York, NY)
- …of Collective Investment Trusts (CIT) as well as Outsourced Chief Investment Officer (OCIO) clients which are primarily endowments, foundations and pension ... Institutional Fiduciary Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management and… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …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. + Directed Trust administration experience… more
- KeyBank (Syracuse, NY)
- …discretionary distribution analysis and documentation of decision making + Interprets investment decisions made by portfolio manager + Displays above-average ... Management Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other… more
- Commerce Bank (Leawood, KS)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make ...investment portfolios, work with the client and administrative officer as appropriate + Provide information to clients regarding… more
- Neuberger Berman (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
- City National Bank (Los Angeles, CA)
- …* Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other ... *SETTLEMENT AND TERMINATION OFFICER * *Hybrid Schedule, 3 Days in Office: Los...with state tax laws, income taxation with respect to trust investment management principles * Demonstrated strategic… more
- MTA (New York, NY)
- Cybersecurity Officer - Application Security Job ID: 11991 Business Unit: MTA Headquarters Location: New York, NY, United States Regular/Temporary: Regular ... IT CISO Date Posted: Jun 11, 2025 Description JOB TITLE: Cybersecurity Officer - Application Security SALARY RANGE: $144,450.00 - $191,000.00 HAY POINTS: 805… more
- City National Bank (San Francisco, CA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... *CREDIT OFFICER II CRE* *Hybrid Schedule: Los Angeles, Irvine,...the loan management process by providing loan underwriting, and portfolio management expertise to a team of Relationship Managers… more
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