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In this role you will design custom Retirement Ally portfolio solutions for advisors and their clients using asset allocation, portfolio construction, risk management and other related investment skills using illustration software from Riskalyze, Morningstar, or Advisory World.
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He Portfolio Manager works closely with the Chief Investment Officer and with advisors to manage Retirement Ally investment accounts. Duties include performing investment research encompassing all elements of investing (asset classes, asset allocation, returns, projections, etc.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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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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In-depth experience and knowledge of markets and portfolio construction utilizing multiple asset classes required with experience in equities/equity research required. Manages the portfolio management process to make sure all strategies are communicated and implemented in a consistent manner across client portfolios.
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Guides our research process around SMA/mutual fund/ETF due diligence and equity research/evaluation, to identify superior products and strategies across multiple asset classes that are used in WM client portfolios and Retirement Plan Services (RPS) offerings.
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Develops strategic and tactical asset allocation recommendations and overall market views and oversees the publishing of regular research content for use in internal and external communications.
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The Affordable Housing Compliance Specialist will be responsible for supporting the Asset Management team in the day-to-day administration of all Asset Management projects, policies, and procedures with a specific focus on managing all affordable compliance and reporting for BLVDs affordable portfolio consisting of both Section 8 and LIHTC properties.
ExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Familiarity with digital asset management systems to organize and archive files effectively. Portfolio showcasing retouching skills and examples of organized digital asset libraries.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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A minimum of 3 years of power marketing, power trading, asset management, or risk management experience. As a Renewable Portfolio Management Advisor in Houston, you will develop and deploy commercial trading and hedging strategies to maximize the profitability of ENGIE’s renewable assets while managing market risks within acceptable risk limits.
$112,000 - $172,500 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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3+ years of experience with an investment consultant, wealth manager, investment or commercial bank, financial services firm, or asset management company. Individual will work closely with the CIO and all investment team members to provide support across multiple functions, with a specialized focus on OCIO services and Model Portfolio management.
Full-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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The Asset Management Analyst will be part of a team and assist with overseeing all aspects of a multi-family portfolio on the East Coast. Various other job duties that the Director of Asset Management may deem necessary for the portfolio.
$80,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Works on Wealth Management strategic planning and annual budget and participates in HTLF acquisition related due diligence. In addition, the CIO serves as a senior member of the Wealth Management leadership team.
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Creates presentations to clients and client marketing functions on markets, investment strategy, tactical portfolio positioning via webinar, written reports, and meetings, as requested by division banks.
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On a quarterly basis, the GSE Asset Management Analyst will accurately spread financials to assess risk within the servicing portfolio and will escalate needed repairs with the borrower.
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The Vice President of Asset Management (VP), reporting to the Chief Administrative Officer, is responsible for the oversight of BRC's current and growing portfolio of real properties (currently 30) which includes affordable housing, commercial space, leased, city-owned shelter facilities and BRC owned shelter facilities.
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