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Extensive knowledge of investment management, including portfolio construction, asset allocation, risk management, and the application of data research to investment strategies. The Head of Investment Data Research will lead the data research function within the Investment Management Product Team, driving the strategy, development, and execution of data-driven research initiatives that enhance Vanguard’s investment products and strategies.
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Roch Capital Real Estate Investment, the investment arm of Roch Capital Inc. (pronounced “Rock”) is looking for an Investment Analyst to join its team. Investment Analyst Responsibilities.
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Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
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The role is for asset management investment operations and how they interact with other parts of the company such as portfolio management, marketing, financial operations and Compliance. The Investment Operations opportunity is for a very fast-growing asset management firm who delivers innovative and unique investment solutions through various structures such as ETFs, separately managed accounts, and international funds (UCITS) to both financial advisors and institutions.
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The Investment Operations Analyst is responsible for servicing their assigned clients with anything they may need. Ability to design, document, implement and improve investment operations workflows.
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Prepare and analyze investment reports, including portfolio performance, asset allocation, and investment income. The Investment Accountant will be responsible for managing and reporting on all investment-related activities for the company based in Wilmington, DE. This role requires a thorough understanding of insurance accounting, STAAT, and GAAP accounting principles, as well as strong Excel skills and excellent interpersonal abilities.
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And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. In this role you will work directly with clients to help them make investment decisions that are in their best interest.
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