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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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Our client, a growing RIA with over $1B in the wealth management division, is searching for an experienced Portfolio Manager to create and manage investment portfolios for their UHNW and HNW clients.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated 0 days ago - UpvoteDownvoteShare Job
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The Portfolio Manager works closely with the Chief Investment Officer and with advisors to manage Retirement Ally investment accounts. The Portfolio Manager will also create reports on investment activity and performance to effectively communicate conditions and changes with advisors via marketing pieces and presentations in person or on-line.
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Member of investment committee involved in the research and design of internal portfolio offerings, due diligence review for privately traded securities, and other new investment agreements.
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The individual will support the management of the firm's $5.5B general account investment portfolio, including reporting, portfolio compliance, performance measurement, income forecasting, risk budgeting, manager oversight, manager due diligence, investment strategy, portfolio construction, markets research and analysis, peer analysis, cash and treasury management and other strategic projects.
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The Senior Investment Data Analyst plays a crucial role in driving an integrated investment data strategy via engaging cross-functionally with data engineers to support key stakeholders across the Firm from investment research to portfolio management, investment compliance, risk, and reporting.
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As our Treasury & Investment Senior Accountant, you will play a pivotal role in assisting the investment team with a wide range of responsibilities, encompassing day-to-day investment operations, treasury management, due diligence, and accounting activities.
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Financial Institution in Dallas, Texas seeks a Portfolio Manager responsible for assisting in the management of investment securities portfolio and in the execution of derivatives hedging strategy.
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Unify, harmonize, and integrate investment data, including ESG, financial, macroeconomic, instrument, entity, benchmark, market, and portfolio metrics for analytic workflows. Significant knowledge of investment data including financial, ESG, market, benchmark, and macroeconomic data, as well as holdings data and portfolio analytics; experience with investment data vendors (MSCI, Bloomberg, S&P, Sustainalytics, etc.
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2-5 years of full-time experience in the any of the following areas: asset allocation, equity research, investment consulting, manager selection, portfolio management, or risk management.
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Familiarity with financial markets, investment portfolio strategy and endowment management. Preference for endowment, investment management, investment banking, or consulting experience, but not required.
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Builders Vision is seeking a qualified Investment Analyst to join the Builders Asset Management (BAM) team and support private investment research and strategy. The successful candidate will join a growing team working cohesively to manage a global, multi-asset class portfolio including significant ESG and impact investments.
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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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Experience with a widely-used investment portfolio management and data reporting tool such as Dynamo, Blackrock Aladdin/eFront, Bloomberg, Solovis, Caissa/Burgiss, and/or FactSet to measure the performance and risk of portfolios and to assist with the monitoring of current and prospective investments is required, although Dynamo-specific experience is not.
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The analyst will develop generalist skills across multiple asset classes including Public Equity, Fixed Income, Real Estate and Alternatives, by supporting multiple portfolio management activities such as investment research, investment reporting, performance measurement, special projects and analyses.
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