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MBA/CFA/CAIA/CIMA/CPA or other relevant investment credentials preferred. The integrated suite of investment solutions includes: actuarial services, asset/liability studies, cash flow analysis, investment policy design, asset allocation, investment manager research and selection, program construction, program monitoring and evaluation, portfolio rebalancing, performance measurement, risk management, defined benefit and defined contribution plan management, trust and custody services, and credit services.
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Reporting to the Deputy Chief Investment Officer, the Manager/Director of Investment Operations will provide oversight and management for the operational and analytical functions of the investment office.
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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.
$100,000 - $165,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Create, reconcile, scrub, and maintain investment holdings and transaction data using investment's technology (i.e., FactSet, Bloomberg, Aladdin), the accounting platform (Clearwater), and Investment Manager provided data.
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Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Securities Research (GSR) as part of Wells Fargo Investment Institute (WIFI) in Wealth & Investment Management (WIM.
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Knowledge and understanding of investment research, portfolio analysis or quantitative finance. Knowledge and understanding of Investment tools such as Bloomberg or Factset applications. 5+ years' experience in investment research related to equity, municipal bond or corporate bond.
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In addition, the IO will independently monitor and report on industry trends, all while reporting to and working with the Deputy Chief Investment Officer ("Deputy CIO") The Absolute Return program's purpose is to generate attractive risk-adjusted real returns over the long-term that are largely independent from broader market moves.
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Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. Substantial Investment Management business domain expertise across some combination of research, portfolio management, trading and investment operations.
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Fidelity Charitable is looking for a Investment Operations Analyst. We are currently sourcing for an Investment Analyst to work in Westlake, TX! And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
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He Portfolio Manager works closely with the Chief Investment Officer and with advisors to manage Retirement Ally investment accounts. 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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J Harlan Group is currently conducting a search for an experienced and highly motivated Senior Investment Associate - Structured Finance and Investments at a prominent NYC Private Equity - Investment Manager.
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GIS Analyst Morgan Stanley, Investment Banking Division – Energy Mergers & Acquisitions Department. GIS Analyst Morgan Stanley, Investment Banking Division – Energy Mergers & Acquisitions Department Company: Morgan Stanley, Investment Banking Division – Energy Mergers & Acquisitions Department.
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We’re looking for a VP of Investment Operations with deep experience in these traditional functions who also has experience in — or at least is interested in learning — blockchain, crypto, and defi to help us build world-class investment operations.
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The Senior Investment Analyst will support Liberty University's Chief Investment Officer and the senior investment team in the management of Liberty's endowment assets. As part of a small investment team, the Sr. analyst will have the exposure to develop generalist skills for the overall endowment and develop expertise in alternative assets (i.e., private equity, private credit, real assets) over time, working closely with investment directors in researching, sourcing, manager due diligence, portfolio monitoring activities to meet endowment's investment objectives.
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Minimum five years of recent experience in one or more of the following areas: investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets.
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