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Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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Financial services knowledge including, but not limited to: investment management, financial advising, investment platforms, fund administration, asset allocation, asset management.
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Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicating to client on behalf of Financial Advisor when in agreement with recommendation.
$24 - $28 an hourFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Craft and implement a comprehensive financial strategy, optimizing asset allocation, managing risks, and ensuring compliance with all regulatory requirements. Design and implement effective policies for financial management, budgeting, and resource allocation, maximizing operational efficiency and effectiveness.
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Maintaining VLAN configurations/additions, VoIP phone support, firewall, and VPN configurations, IP address allocation, and adhering to best practices of network security. Software and Applications Administration: Administering and monitoring active directory, office productivity application suites, asset management applications, VoIP software applications, security and network monitoring applications.
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Perform asset allocation analysis necessary for client onboarding and portfolio reviews. Must have Oklahoma Life and Health Insurance license. Perform asset allocation analysis necessary for client onboarding and portfolio reviews.
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Reconciliation of each client’s current investment asset allocation. Participation with the Financial Planner during annual client meetings. Assist with the Data Input Specialist’s training and onboarding needs on an as-needed basis.
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Work with existing team members on resolving INC/SR. Asset Returns/ Asset allocation for New hires and leavers etc. o Perform data collection/preservation activities as they relate to migrations and/or eDiscovery.
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Support capacity planning and coordinate resource allocation. Perform data center asset management within the framework and guidelines. Data Center Asset Management. Utilize knowledge of network topology, redundant power systems, structured cabling, HVAC systems relating to rack cooling, data center equipment enclosure requirements, and the physical data center layouts to perform and oversee equipment placement and planning for multiple data centers.
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Evaluate clients' investment goals and financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests. As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations.
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The internship will be focused around a primary research project, in support of our team’s work on portfolio design and construction, and thought leadership in the field of asset allocation.
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Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estates. CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation.
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Experience or demonstrated understanding of investments including, but not limited to asset allocation, managed portfolios, alternative investments, performance measurement, portfolio reviews.
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Partner with Investments area to ensure appropriate asset allocation, asset management, and hedging activities in order to increase competitiveness of the product portfolio, while managing profitability.
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Citi Treasury's Balance Sheet Management (BSM) unit is responsible for the methodology and execution of the firm's Asset Allocation, Funds Transfer Pricing (FTP) and Interest Rate Risk in the Banking Book (IRRBB) processes.
$125,200 - $187,800 a yearExpandApply NowActive JobUpdated 10 days ago
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