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Knowledge across resilience disciplines such as Business continuity, Incident and Crisis management, Disaster Recovery and third-party risk management. Work with the supplier management team to ensure that appropriate third-party resilience oversight, assessments and exit planning is in place.
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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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Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach.
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The Investment Specialist will play a vital role in supporting the portfolio management team in managing and optimizing our clients' investment portfolios. A passion for investment management and a commitment to delivering exceptional client service.
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Preference for endowment, investment management, investment banking, or consulting experience, but not required. Familiarity with financial markets, investment portfolio strategy and endowment management.
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Professional certification such as a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) is preferred. Based in Irvine California, under the direction of the Chief Investment Officer (CIO), the Director, Investment Strategies is responsible for broad asset class investments including developing and recommending investment structure and policy, monitoring managers, and implementing Investment Board approved plans on a risk-relative basis to attain portfolio-optimization.
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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. Assist in selecting, onboarding, and maintaining technology vendors for the investment program such as portfolio performance system and document management systems.
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As an Investment Advisor III within PNC's Institutional Asset Management organization, you will be based in Baltimore, MD. Responsibilities include relationship management with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client's unique needs, and supporting the development of new business opportunities.
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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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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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Monitors, researches and analyzes assigned geographic regions, economic sectors, and strategies for investment management decisions. The following certifications are preferred: Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Chartered Alternative Investment Analyst (CAIA.
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Detailed knowledge of renewable energy, macroeconomics, investments, banking, capital markets, international business, financial planning and management, large and small business project financing.
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Investment transaction and/or project management experience. Track approvals from Finance Committee and Chief Investment Officer to ensure compliance with internal requirements and maintain a corresponding electronic report.
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Demonstrated experience within investment operations, investment accounting, investment management, and/or related area. Collaborate across Venerable's internal business partners including, but not limited to, Investment Management, Investment Accounting, and Treasury, as well as external partners and vendors, to maintain and improve the team's value, image/brand, processes, and infrastructure.
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Title: investment management Company: Lgim America
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