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The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
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Providing timely recommendations to portfolio managers with the goal of achieving excellent and consistent investment performance (exceeding relative benchmarks and peer groups). 3 to 5 years of direct investment research experience.
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The Office of Investments, under the leadership of TNC's Chief Investment Officer (CIO), works on all aspects of the management and monitoring of the endowment and other long-term pools of capital in excess of $4B. The long-term portfolio (LTP) is invested with 60+ external investment managers across several asset classes and strategies, including public equities, fixed income, hedged strategies, and private investments.
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With a history dating back to the Wright Brothers, Hartzell Aviation is a growing family of brands committed to innovation and the continuous improvement of general aviation and is owned by Arcline Investment Management, a growth oriented private equity firm who invests in niche, technology driven businesses in high value industries.
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Experience with portfolio management and trading platforms, such as Tamarac, Vestmark, and Orion, desired. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
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A well-known Financial Services Company is looking for a Technology Portfolio Manager in Minneapolis MN.(Hybrid). Ensure there is common and consistent technology engagement and review of LOB demand to ensure alignment with technology architecture, risk and strategy standards and policies, and compliance with client's enterprise change management and investment management policies.
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The Senior Investment Director will report directly to the Chief Investment Officer (CIO), Andrew Parks, and focus primarily on the endowment, with an emphasis on asset allocation, portfolio design, and public and private equity-oriented investments.
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Our robust portfolio of leading electrical product brands dates back more than 100 years and includes nVent CADDY, ERICO, HOFFMAN, RAYCHEM, SCHROFF and TRACER. 8+ years of professional experience, ideally including employment in a professional services firm, such as an investment bank or private equity firm or a corporate environment with international reach.
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Roers Companies is a 2024 USA Today Top Workplace and an emerging national leader in multifamily real estate investment, development, construction, and property management. Experience in leading the management of a significant portfolio of multi-unit properties and significant number of overall units with high levels of client satisfaction.
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The Business Development Director for the Acute Care & Monitoring segment within the Medical Surgical Portfolio will help shape the operating unit's investment strategy over the next five to ten years.
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Representing CCT in developing and maintaining large client relationships for the SAS Custody Financing portfolio. Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions.
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Our Human Capital as a Service (HCaaS) AOS team focuses on helping our clients realize the true value of their UKG WFM and Infor WFM/HCM Cloud transformations by first creating the right solutions to maintain and support their investment.
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Candidates with a Master's Degree or certification such as CPA, CMA, CFA, etc or investment banking or public accounting background may be granted years of experience to reach the 4-year minimum.
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Support the Treasury department with capital market analysis to manage a $6 billion debt portfolio, $2.5 billion investment portfolio and 20 large global bank relationships. Participants in the MBA Finance Leadership Development Program (LDP) join Ryder as Financial Consultants and are given significant responsibility to impact both business and financial decisions.
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As an Operations Specialist, you will provide support to our growing portfolio of residential communities by filling in at properties and lending an extra hand. Experience and understanding of Affordable Housing Programs (HUD Programs) is preferred.
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investment portfolio jobs in St Paul, MN
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