- Comerica (Frisco, TX)
- Investment Portfolio and Hedging Specialist The Investment Portfolio and Hedging Specialist assists the Portfolio Manager and ... including, but not limited to, preparing, reporting, and analyzing securities and hedging portfolio performance and risks. Responsible for articulating market… more
- US Bank (Cincinnati, OH)
- …mutual funds, exchange traded funds, hedge funds, private equity funds, and other investment portfolio accounts. As an onboarding specialist , you will be ... opportunity available to join this team. As an onboarding specialist , you will work directly with clients to manage...manage onboarding events and help establish new, less complex investment services accounts of various sizes. These accounts are… more
- JPMorgan Chase (New York, NY)
- …clients on asset allocation, tactical trading, and portfolio rebalancing and hedging strategies. Develop investment policy statements and advise on asset ... of study plus 5 years of experience in the job offered or as Investment Specialist , Global Investment Associate/Officer, Financial Consultant, or related… more
- Wellington (Boston, MA)
- … integrity, marketing and product development best practices. **ROLE AND RESPONSIBILITIES** The Hedge Fund Investment Specialist will work as part of ... the investment teams and products under coverage. Over time, the Investment Specialist may also increasingly represent products externally to clients,… more
- Mirador (Stamford, CT)
- …teams on portfolio projection tools for forward-looking cashflow analysis and portfolio impact from private investment capital * Utilize technology and 3rd ... achieve portfolio goals * Assist with the reconciliation of hedge /private equity fund positions and produce ad hoc reporting requests Required Qualifications… more
- Bank of America (New York, NY)
- …and tactical trading ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk ... UHNW Sr. Product Specialist - OTC EQ New York, New York **Job Description:** The Investment Solutions Group (ISG) provides investment solutions, trading… more
- Eurasia Group (New York, NY)
- …leadership team to build market share and revenue growth for an existing portfolio of institutional accounts (Asset Managers, Hedge Funds, Pension funds) mainly ... Global Markets Sales Specialist New York, NY United States About Eurasia...the world, specific economic sectors, and the business and investment playing fields of the future. With our best-in-class… more
- Neuberger Berman (New York, NY)
- …consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and business support functions to service client's needs for data ... contact for Relationship Managers on key Consultant relationships + Aggregate investment strategy performance and analytics data utilizing strong data management… more
- Neuberger Berman (New York, NY)
- …Sales team, the primary responsibility of the Alternatives Investor Relations Specialist is to support Senior Alternatives Specialists to build and maintain ... strong relationships with groups across NB's Alternatives platform to articulate investment strategies, resolve client requests and manage deadlines. Ensure a… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is looking for a VP - Valuation Specialist for the NB Alternatives platform. This role represents an opportunity to be a joining member in the build ... Head of Valuation + Support the preparation of quarterly valuation models and portfolio analytics for various asset classes + Perform model validation on new… more
- JPMorgan Chase (New York, NY)
- …FET works closely with IIG Investment Principles and other Specialist Teams, portfolio companies, internal JPMAM Legal and Compliance departments, ... of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed… more
- Citigroup (Miami, FL)
- …Create tailored investments proposals for offshore accounts, according to client's investment needs. Communicate with different product specialist areas in ... for portfolio diversification and new client business development; Providing investment and estate planning advice services to Brazilian clients, advising on… more