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The Senior Investment Director is a senior deal lead responsible for managing and overseeing all aspects of individual venture capital investments; including investment strategy, sourcing, evaluation, development of investment memoranda, negotiation, execution, portfolio management, performance reporting, and exits of deals.
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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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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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In this role, you will engage key partners, including Portfolio Management, Legal, Compliance, Finance, and external service providers to ensure accurate expense allocation and payment processing for our investment funds.
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Support the trading desk on a daily basis - generate daily reports, assist in managing and hedging cash flows, enter trades into risk and portfolio management systems, ensure appropriate trade allocation, ensure adherence to all investment guidelines.
$80,000 - $90,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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This is a unique opportunity to learn and work closely with a diverse set of investment types (including hedge funds, global equities, fixed income, private equity, venture capital, real assets, and healthcare-specific opportunities) and portfolio-wide activities (asset allocation and risk management.
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Champions improving the maturity of governance, portfolio management and workforce management to drive efficiencies and manage costs appropriately. Oversight of IT costing strategies to ensure that internal customers understand the total cost of ownership on IT project consumption, components of Return on Investment of IT- related projects, and intercompany allocation strategy of these costs when / if appropriate.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Effectively manage a discretionary practice of high-net-worth clients by providing expert advice including decision-making regarding the appropriate asset allocation, communicating effectively with the Client Portfolio Management team, assisting clients with their life needs and goals as they relate to the management of their portfolio, and communicating to each client the ThomasPartners' investment strategy decisions as they occur.
$148,400 - $247,300 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
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Our core services to families include Investment Advisory (asset allocation strategy, research, portfolio implementation, and investment reporting), Family Wealth (tax strategy and compliance, estate advisory, risk management, expense management and philanthropic planning and advisory), Capital Advisory (liquidity planning, capital structure advisory, lending and cash management), and Fiduciary (estate settlement, trusteeship and trust.
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The General Account Portfolio Management team, within the Office of the Chief Investment Officer, is seeking to fill a junior level Portfolio Manager role to support all aspects of the portfolio management function.
$70,000 - $105,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Ensure the (Asset-Liability Management, Liquidity Risk Management, Cash Management, Captial Management, Capital Allocation, Recovery & Resolution, Interest-Rate Risk Management, Funds Transfer Pricing, Investment Portfolio Management, Balance Sheet Management, Dept Capital Markets) function(s) effectively assess, manage and report on risk.
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Define and deliver technology solutions to advance investment management lifecycle processes, including portfolio analysis / construction, order management and trade execution, pre-trade compliance, performance / attribution analysis, portfolio risk analysis, cash management and quant research.
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These models ensure underwriting consistency and accurate stress testing of the Consumer & Residential investment portfolio, making your contribution invaluable. Assist various trading needs, including macro trend analysis, asset allocation, optimizations, etc.
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