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Proven experience in performing, managing, or supporting Investment Sales organizations in Wealth Management. The CPB BE NAM supports the Head of CPB NAM in leading all strategic and operational aspects of running and growing this strategic client segment including financial and drivers' performance, distribution strategies, client portfolio management, business development functions client acquisition, performance management, product service optimization, on-boarding, digital initiatives, client experience and strategic growth initiatives.
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Their team possesses extensive expertise, forging enduring partnerships with industry stakeholders and employing active management strategies to drive transformative growth in portfolio companies.
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Work with Investment Operations team regarding the reconciliation of Direct Investment transactions, valuations and investment returns with investment managers, custodian bank, and portfolio management systems, resolves all discrepancies.
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HASI is currently seeking an Analyst/Associate - Portfolio Management to join our team in Annapolis, MD. This individual will support the review and analysis of HASI's existing investment portfolio as well as support due diligence of new investment opportunities.
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Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.
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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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Our engineering, project management, services and solutions portfolio covers a wide range of industries - Mining, Pulp & Paper, Metals, Aluminum and Cement, Data centers and Food and Beverage.
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Collaboration: Collaborate with cross-functional teams including risk management, portfolio management, and investment teams to ensure alignment on valuation processes and methodologies.
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BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
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Areas of Interest: Private Banking; Investment Management; Investment Sales; Lending; Portfolio Management; Private Wealth Advisor; Professional; Relationship Management; Trust; Wealth Management.
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This role is a critical member of the Lean Portfolio Management (LPM) team. Success of this role is measured in terms on how well ceremonies/processes are being planned and executed across the Portfolio (LPM), budget is aligned to the investment decisions of the Portfolio Owner and the success and predictability of the teams delivering on their PI objectives and commitments.
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Angeles expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager research and selection, and risk management. Angeles Investment Advisors, LLC is an employee-owned investment advisory firm based in Santa Monica, CA. Angeles provides investment management and advisory services to institutional clients (e.g., endowments, foundations, pension plans, and select high-net-worth clients.
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Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities.
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The portfolio launched in 2017 with the opening of the 612-room Moxy Times Square, winner of American Lodging Investment Summits (ALIS) Development of the Year. In 2019, Lightstone opened two more Moxy hotels in New York CityMoxy Chelsea and Moxy East Village.
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Experience in and knowledge of topics in capital markets, investment banking, commercial & corporate banking, wealth and asset management, market infrastructure or alternative investments.
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