- Raymond James Financial, Inc. (Columbus, GA)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts with ... Fiduciary laws and principles sufficient to administer personal trusts * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts with ... Fiduciary laws and principles sufficient to administer trusteed IRAs. * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- Raymond James Financial, Inc. (Philadelphia, PA)
- …working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes. * Interacts with ... Fiduciary laws and principles sufficient to administer personal trusts * Fundamental investment concepts, practices and procedures used in the securities industry. *… more
- Athene (Greenwich, CT)
- …ready to help you achieve more. Purpose: The Vice President of Asset Allocation and ALM Reporting will be Athene's officer , accountable for overseeing the ... relative to liquidity, capital, pricing, and plan. Accountabilities: The Vice President of Asset Allocation and ALM Reporting will report directly to the Head… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer , Fixed Income State Teachers' Retirement System JC-428750 - Investment Officer , Fixed Income INVESTMENT OFFICER ... is seeking an experienced individual to work as an Investment Officer I on the Fixed Income...asset class portfolio. They provide value through innovative/active asset allocation and bond selection by taking… more
- City of New York (New York, NY)
- … managers and is largely invested in publicly traded securities. The Senior Investment Officer will assist in overseeing the Fixed Income allocation ... Job Description The New York City Comptroller's Bureau of Asset Management (BAM) is responsible for oversight of the... Management (BAM) is responsible for oversight of the investment portfolio of the New York City Retirement Systems… more
- PNC (Fort Wayne, IN)
- …Wayne, IN. In this position, you will deliver OCIO (Outsourced Chief Investment Officer ) solutions to non-profit organizations, defined benefit pension plans, ... have an opportunity to contribute to the company's success. As a Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be… more
- JPMorgan Chase (New York, NY)
- …Analyze, construct and manage investment portfolios, advising clients on asset allocation , tactical trading, and portfolio rebalancing and hedging ... Develop investment policy statements and advise on asset allocation . Act as a primary resource...years of experience in the job offered or as Investment Specialist, Global Investment Associate/ Officer ,… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …Private Markets. TRSL maintains a $26 billion portfolio with a sophisticated diversified asset allocation . The Alternative Assets and Real Estate portfolio is ... Private Markets to oversee overall performance compilation for all asset classes, work with the Director regarding investment...the Investment Director of Private Markets, Chief Investment Officer , Deputy Chief Investment … more
- Credit Suisse (MD)
- …*Your future colleagues* Investment Strategy (CIO Office) team focuses on asset allocation for both discretionary and advisory investment services ... an international and dynamic environment within the CIO (Chief Investment Officer ) Communication team * Opportunity to...alternatives. Investment Strategy and Research publishes periodic investment reports for all these asset classes… more
- BMO Financial Group (SD)
- …a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and ... **Work Schedule: Monday-Friday,** **10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist's primary responsibility is to… more
- Boston University (Boston, MA)
- …for the Investment Team and Investment Committee, and participating in asset allocation and investment manager discussions. The Investment ... have the opportunity to gain broad exposure across all asset classes and develop investment expertise in... Office and will report directly to the Chief Investment Officer . The Investment Analyst… more
- M&T Bank (Buffalo, NY)
- …client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more
- CalSTRS (Sacramento, CA)
- …Quantitative Analyst State Teachers' Retirement System JC-424091 - Quantitative Analyst INVESTMENT OFFICER II, STATE TEACHERS' RETIREMENT SYSTEM $7,534.00 - ... **Final Filing Date:** **4/25/2024** **Job Description and Duties** **The Investment Officer II, CalSTRS position is eligible... portfolio. The team focuses on strategic & tactical asset allocation , asset -liability management, total… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …Management on our Investment Team, reporting directly to the Pensionmark Chief Investment Officer (CIO). Your primary objective will be to drive strategic ... Investment Team, reporting to the Pensionmark Chief Investment Officer (CIO). + Serve as permanent...results of managed model portfolio series. + World MAP Asset Allocation + Collaborate with CIO on… more
- City and County of San Francisco (San Francisco, CA)
- …the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... asset class goals and objectives, asset allocation , cash flow forecasting, and investment pacing....investment process improvements. + Supervise and develop an Investment Officer and/or Security Analyst. Education: Possession… more
- Aflac (New York, NY)
- …rigorous approach to deploying and managing assets driven by a disciplined strategic asset allocation which establishes portfolio parameters based on long term ... Intern - Global Investments The Company: Aflac Asset Mgt. LLC The Location: New York City,...New York City, NY, US, 10005 The Division: Global Investment Job Id: 6251 2024 Aflac Global Investments Summer… more
- Brokers International (Urbandale, IA)
- …include performing investment research encompassing all elements of investing ( asset classes, asset allocation , returns, projections, etc.). Responsible ... The Portfolio Manager works closely with the Chief Investment Officer and with advisors to...Ally portfolio solutions for advisors and their clients using asset allocation , portfolio construction, risk management and… more
- City and County of San Francisco (San Francisco, CA)
- …the Investment Division's professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors ... including effective knowledge of the risk exposures within the asset class as well as for each manager's portfolio....+ Responsible for the supervision and development of an Investment Officer . Education: Possession of a baccalaureate… more
- Morgan Stanley (Oakland, CA)
- …growth of a Wealth Management team by developing customized Financial Plans / Asset Allocation proposals, designing tailored reporting for new and existing ... Development:* * Synthesizes client/prospect data to develop customized financial plans/ asset allocation proposals utilizing the Firm's proprietary software… more