- TEKsystems (Chicago, IL)
- …portfolios align with client objectives. What You'll Do + Perform daily portfolio rebalancing to accommodate tax loss harvesting requests, model updates, ... professional to join our investment operations team as a Rebalancing & Trading Consultant. This role is...with procedural documentation and regulatory standards. + Utilize advanced trading applications and portfolio accounting tools to… more
- City National Bank (Chicago, IL)
- * PORTFOLIO MANAGER * WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor...objects and risk tolerance. * Trade implementation and strategic rebalancing for new and existing client accounts. * Review… more