- Raymond James Financial, Inc. (Birmingham, MI)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... as assigned. **Qualifications** **Qualifications** : * Software necessary for portfolio analysis. * Investment concepts, practices and procedures… more
- Atlantic Health System (NJ)
- The Senior Accountant II, Investment Portfolio Operations & Accounting is responsible for monitoring and executing all material aspects of the Atlantic Health ... to the AHS investment pools. Responsibilities The Senior Accountant II, Investment Portfolio Operations & Accounting will coordinate custody operations and… more
- Morgan Stanley (Seattle, WA)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** * Associate Portfolio ... using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage… more
- Morgan Stanley (Minneapolis, MN)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** * Associate Portfolio ... is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With… more
- PNC (Pittsburgh, PA)
- … management. + Analyzes and understands financial instruments for the bank's investment portfolio , including research and collection of relevant information ... risk of its holdings across several fixed income sectors. Portfolio Management & Hedging team is part of the...management of these portfolios. As an Asset and Liability Associate within PNC's Chief Investment Office organization,… more
- T. Rowe Price (Baltimore, MD)
- …the opportunity to join us and grow your career with us. Scope The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading ... Lead PIA is to use their knowledge of the portfolio investment strategy and client requirements to...inclusive programming aim to lift the experience for each associate and builds allies for our global associate… more
- T. Rowe Price (Baltimore, MD)
- …the opportunity to join us and grow your career with us. SCOPE The Lead Portfolio Investment Analyst (PIA) resides within the Investment and Trading ... difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today… more
- T. Rowe Price (Baltimore, MD)
- …join us and grow your career with us. PRIMARY PURPOSE OF THE POSITION This Portfolio Investment Analyst (PIA) resides within the Investment and Trading ... are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can...Solutions. The PIA works directly alongside portfolio managers and traders to assist with… more
- Regions Bank (Birmingham, AL)
- …Equivalent + Five (5) years applicable knowledge or experience in investment / portfolio management, brokerage, finance, or equivalent **Preferences** + Bachelor's ... careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed… more
- Wellington (Boston, MA)
- …risk and quantitative tools to inform their portfolio construction and investment processes. The Associate Director will lead Risk Oversight for Wellington's ... of risk-aware portfolio construction and decision making. In addition to investment teams, the Associate Director will frequently interact with senior… more
- BlackRock (Los Angeles, CA)
- …broad slate of global clients. **About the Role** We are seeking an Associate -level investment professional to be responsible for identifying and underwriting ... financial models / scenario analysis + Preparation of concise, accurate and complete investment memoranda + Actively monitor portfolio existing portfolio … more
- Morgan Stanley (New York, NY)
- … investment , liquidity and credit risks. >Maintaining active dialogue with investment management business units & portfolio managers, risk management ... of 6 years of experience preferred in the financial services industry (particularly investment risk or portfolio management) > Strong understanding of financial… more
- BlackRock (New York, NY)
- …Collaborate on due diligence, development of investment theses, and creation of investment memoranda to present to portfolio managers and the Investment ... the Role** The Opportunistic Credit team is hiring an Associate to join the team in New York. The...review and coordination of drafting of credit and other investment documents + Actively monitor portfolio investments… more
- US Bank (San Diego, CA)
- …and the investment process. Specific tasks could include execute on portfolio monitoring process, manage portfolio compliance, documentation of investment ... monitoring, frequent asset-allocation and risk modelling using existing tools, running investment analysis as requested, portfolio implementation, portfolio … more
- JPMorgan Chase (Columbus, OH)
- …short duration, global bonds, structured products, and tax-aware strategies. As an Associate Investment Director within the Global Fixed Income, Currency and ... and operations partners. You will have the opportunity to interact with portfolio managers, investment specialists, and GFICC management, providing you with… more
- JPMorgan Chase (Jersey City, NJ)
- …you will work alongside the team to drive strategy execution and integration. As an Associate on the Payments Investment Governance team, you will play a key ... in streamlining investments decision-making & governance, end to end integration of portfolio quality, and tooling rollouts on a Global Enterprise scale to support… more
- Atria Wealth Solutions (San Diego, CA)
- Investment Services Associate San Diego, CA, United States and 3 more *PLEASE NOTE: NAVY FEDERAL FINANCIAL SERVICES IS THE EMPLOYER FOR THIS JOB. IF YOU ARE ... Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and...FEDERAL FINANCIAL SERVICES BY CLICKING THE FOLLOWING LINK - Investment Services Associate - Navy Federal Careers… more
- Arena Investors LP (New York, NY)
- Our company is a leading investment firm that creates risk-adjusted returns for its investors across a wide variety of fundamentals-based, credit focused ... investment opportunities around the world. We are seeking a...on process management, diligence and structuring. . Participate in portfolio company monitoring and post-closing events. Tenure . While… more
- JPMorgan Chase (San Francisco, CA)
- …broad scope allow us to customize solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you are an integral member of ... conditions and global economic outlook. **Job Responsibilities** + Advise on portfolio construction including overall asset allocation, tactical shifts and security… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As an Investment Associate in JP Morgan Advisors, you will work in close partnership ... touch prospective or existing clients. **Job Responsibilities:** + Advise on portfolio construction including overall asset allocation, tactical shifts and security… more