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Client work is primarily remote/virtual and includes: Financial Planning, Analysis, and Modeling, Valuations & Capital Raising, Financial, Commercial & Operational Due Diligence, Competitive Strategy, Buy-Side & Sell-Side Advisory, Mergers & Acquisitions, Fractional CFO & Executive (or Interim) Leadership, Operations Performance Improvement, Turnaround & Restructuring, Growth Strategy, Post-Merger Integration.
$100,000 - $250,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
$113,325 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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10+ years of experience working in the financial services industry, preferably in asset management and/or wealth management, across the discretionary advisory and model delivery space, including 10+ years of experience in investment product research and development and platform distribution strategy and positioning.
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3+ years of progressive experience in IT sourcing or IT asset management, IT service management, information technology, project management, or other IT management experience.
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Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. The Asset Management Quant Research Engineering team is looking for a Director of Data Engineering who wishes to take on the challenge of building a world-class data operation.
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We operate three leading franchises: an investment servicing business that aims to be the leading outsourcing partner and platform to institutional investors (with over $36 Trillion in Asset under Custody/Administration), a global markets business that is a leading provider of liquidity, financing, and research, and an investment management business that aims to be the first call for institutional and intermediary clients (with over $3 Trillion in Assets under Management.
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Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification. Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience.
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5+ years of experience working with actuarial concepts, fixed-income asset modelling, and financial risk management and/or life insurance products. Delivering regular reports and presentations on hedging strategy outcomes, risk management, and asset-liability positions to the Portfolio Managers.
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Along with knowledge in the financial markets specifically within asset management, investment management and preferably enterprise risk business domain will be required to build, improve, and implement robust, scalable solutions for State Street Global Advisors.
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Extensive experience with Veeva Vault Digital Asset management (DAM). Content Lifecycle Management: Oversee creation, review, and distribution of compliant content, including digital asset management and claims management.
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By centralizing financial management, purchasing, human resources, data and evaluation, information technology, and asset management functions, and by sharing expertise central to the business of community developers (i.e. real estate, resource development), OppCo members are better able to meet local community needs, to achieve deeper impacts in their core lines of business, and to ensure that change is equitable.
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Strategic Road Mapping and execution on company led strategy that could include ESG readiness, Digital Asset adoption and reporting compliance, or other transformative initiatives. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
$70,585 - $154,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Related SkillsAccountability, Analytical Skills, Asset/Investment Modeling, Communication, Critical Thinking, Detail-Oriented, Endowments, Investment Management, Investment Reporting Oversight, Investment Research/Analysis, Investment Strategy Acumen, Portfolio Management.
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FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength.
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Assets Division, especially Complex High Net Worth Assets, including Cryptocurrency and Digital Asset Management. Prepare case strategy and case strategy team oversight while giving direction on all complex cases, including cases set for long cause hearings.
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strategy financial asset management jobs Company: Gartner in Boston, MA
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