- 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
- CalSTRS (Sacramento, CA)
- …risk strategies across property types globally. Under the general direction of the Portfolio Manager, the Investment Officer III, provides investment ... Job Posting: Investment Officer , Real Estate State Teachers'...funds, and/or joint ventures within an institutional real estate investment portfolio + Knowledge of commercial real… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III, Investment Data Solutions State Teachers' Retirement System JC-474999 - Investment Officer III, Investment ... is seeking an experienced individual to work as an Investment Officer III, STRS (IO III) on... policies. Under the general direction of the Associate Portfolio Manager of Investment Data Solutions, the… 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
- Aston Carter (West Hartford, CT)
- …Chief Investment Officer (CIO) to develop and implement investment strategies, monitor portfolio performance, and ensure compliance with fiduciary and ... Deputy Chief Investment Officer (DCIO) Department: Investment...market investment opportunities. + Evaluate and recommend investment managers and strategies. + Monitor portfolio … 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 Senior Investment Officer will assist in overseeing the investment activity for the ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...the five New York City pension systems. The Senior Investment Officer will report to the DCIO… 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 ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...for the five New York City pension systems. The Investment Officer will report to the DCIO… 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
- ADP (Wilmington, DE)
- **ADP is hiring a Chief Financial Officer - Delaware Investment Center** The Chief Financial Officer (CFO) of the ADP Delaware Investment Center will ... positions for a number of legal entities, including ADP Trust Company, NA, a trust bank which...CFO will ensure compliance with regulatory requirements. The Delaware Investment Center manages fixed income portfolios with approximately $40… 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
- Wells Fargo (Long Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management. ... enhance, and expand customer relationships + Review and analyze large, complex business trust asset portfolio challenges that require an in depth evaluation of… more
- Charles Schwab (Wilmington, DE)
- …status quo" and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will ... You will be the point of contact for a portfolio of trust accounts and oversee all...and completing timely account reviews, while working closely with investment advisors, trust beneficiaries, internal partners and… more
- KeyBank (Rochester, 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
- KeyBank (Syracuse, NY)
- …- Discretionary distribution analysis and documentation of decision making - Interpret investment decisions made by portfolio manager - Income taxation of ... New York 12207-1501 - Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues and employs...Managers (RMs) and other partners on internal fiduciary issues Trust Administration - Administers complex trust (ex:… 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
- 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 LEAD - Entertainment Banking * *Hybrid Schedule,...deals, and in the management of the team's assigned portfolio . * Work with the unit's Chief Business Line… more
- City National Bank (Irvine, CA)
- …and/or other approval documents are granted and during on-going management of the portfolio . As a Senior Credit Officer , manages the most complex relationships ... *CREDIT OFFICER SENIOR CRE * *Hybrid Schedule: Los Angeles,...2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets… more
- City National Bank (Roseville, 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 I 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
- 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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