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12,098 jobs found
07.07.2024
BOA
Bank Of America Assistant Vice President - Retirement Plan Investments Portf... United States, North Carolina, Charlotte
Manage the investment related matters of the company’s retirement plans. RPI is responsible for:. Researching, analyzing, developing, recommending and implementing investment strategies for the pension plan, 401(k) plan, and assets...
Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives. Manages all aspects of the client's investment portfolio...
Under supervision, responsible for developing and maintaining assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May...
Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection,...
Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection,...
Master's degree in Finance, Computational Finance, Financial Engineering, Applied Mathematics, or Economics plus 3 years of experience conducting quantitative analysis in the financial services industry working with investment portfolios, portfolio...
Performs periodic project performance and financial reviews of transactions. Prepares and writes periodic status reviews and update risk rating scorecards. Monitors the credit profile of key transaction counterparties (e.g. borrowers,...
Manage the investment related matters of the company’s retirement plans. RPI is responsible for:. Researching, analyzing, developing, recommending and implementing investment strategies for the pension plan, 401(k) plan, and assets...
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