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Candidates will ideally have at least five years of experience practicing with a law firm, closed-end, mutual fund or ETF complex, fund servicing organization, investment advisory firm, or applicable regulatory agency dealing with the Investment Company Act of 1940, Securities Act of 1933, Securities Exchange Act of 1934, and related rules, regulations, guidance, and practices.
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Head of Marketing - Kestra Investment Management Encino Building #2, Austin, Texas, United States of America. The Head of Marketing for Kestra Investment Management (KIM) will help manage all aspects of the unit’s marketing strategy and execution.
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
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The Head of WIM (Wealth and Investment Management) Credit Loss Forecasting will report to the Head of WIM Credit Risk and will be responsible for leading a team that provides both oversight and ownership for WIM credit loss forecasting, Forecasts include: Business loss forecasts, CCAR, CECL, MYFA, and ad hoc forecasts as necessary.
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As an Account Manager (also referred to as an Investment Associate) in Northern Trust Wealth Management’s Investment Practice you will work with Portfolio Advisors (PAs) on a Chicago-based Wealth Advisory team, serving high net-worth Wealth Management clients.
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The Analyst will work directly with the investment and client portfolio management teams and will have the following opportunities and responsibilities: Analyze and monitor client portfolios and underling investments across various asset classes (e.g., public equity, fixed income, hedge funds, private equity, real assets and other.
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Wealth Management – Investment Trader | Westport, Connecticut. Wealth Management – Investment Trader. The ideal candidate will have strong equity and fixed income trade execution experience, investment analysis, and investment research experience.
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Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a Legal Practice Assistant in our Investment Management Practice Group, reporting to the Manager of Legal Practice Support.
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J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Asset Management in their New York City office of a prominent Private Credit Fund Manager Headquartered in NYC.
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Asset & Liability Management Associate- Portfolio Management - Chief Investment Office page is loaded. Asset & Liability Management Associate- Portfolio Management - Chief Investment Office.
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This includes portfolio life cycle and leverage analyses, liquidity target modeling, performance optimization, capital and collateral efficiency, investment guidelines and other portfolio management factors.
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The Chief Investment Officer (CIO) oversees the investment activities of Wealth Management and Retirement Plan Services, including all portfolio management and research activities.
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The Financial Analyst Intern will report to a Senior Financial Analyst, and work with the AVP and VP of Investment management as well as cross-functionally with the Finance, Accounting, and Operations groups.
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The Office of the New York City Comptroller’s Bureau of Asset Management (BAM) supports the Comptroller in his role as investment advisor, custodian, and trustee for each of the five New York City public pension systems.
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Title: investment management
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