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Investment Advisor - Navy Federal Careers (oraclecloud.com) Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
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The Analyst will report to the Chief Investment Officer but will work under the close supervision of other senior investment team members as an integral part of the small generalist investment team, assisting with all functions (investment and operations) pertaining to the management of the portfolio.
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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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Preference for endowment, investment management, investment banking, or consulting experience, but not required. The position will require close collaboration with all members of the Investment Office and will report directly to the Chief Investment Officer.
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Communicate with University Development Office, Chief Investment Officer and/or Treasury Services regarding new endowment gifts, Charitable Gift Annuities or changes to University operating investment activity.
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To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.
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Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or other related designations is preferred. Investment research experience in an institutional investment setting (e.g., pension, endowment, foundation, asset management company, insurance company, etc.
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Support the BRM team with initial and ongoing operational due diligence on investment managers across all asset classes (including hedge funds, credit, real assets, private equity and venture capital.
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Citigroup Global Markets Inc. seeks an Investment Banking Senior Associate for its New York, NY location. Requirements: Bachelor’s degree, or foreign equivalent, in Finance, Economics, Business Administration, or a related field, and three (3) years of experience in the job offered, or in a related occupation in the investment banking industry.
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The Investment Analyst will support Liberty University’s Chief Investment Officer and the investment team in the management of Liberty’s endowment assets. 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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The following certifications are preferred: Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA). Work involves performing highly advanced (senior-level) fundamental investment research and analysis work across asset classes, including public and private fixed income, public and private equity, real assets, and various alternative investment strategies.
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RER Solutions, Inc. is accepting resumes for Senior Investment Officer to become a part of our superior workforce in Washington, DC. The Senior Investment Officer will provide onsite and remote federal program leadership.
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B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction, and liquidation services.
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Lead the coordination and communication efforts for capital events related to Blue Owl's investment vehicles. Liaise with the fund accountants on related to each Blue Owl's investment vehicles capital events.
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Reports accurately and timely to the Representative of the Secretary-General Investments of the UNJSPF and Chief Investment Officer when requested. A minimum 10 years' experience of fixed income investment experience in pension funds, public funds, insurance, foundations, endowments or sovereign wealth funds is required.
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