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01.05.2024
BOA
Bank Of America Senior Investment Manager United States, Rhode Island, Providence
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. SAFE Act Registration; ADV-2B Required. CFP® or CPWA®...
:The Senior Investment Manager is responsible for defining andowning theFinancial Advisor(s) and/or Advisorspecialists tofor each client. Senior level expertise in a wide range of investment product areas and ability to...
Build global investment strategies and frameworks to guide funding allocation decision making across Performance Marketing. Lead a principled approach to investment decisions across our portfolio of markets and channels. Define...
Manage a team responsible for the preparation of various regulatory reports, compliance reports and reports to Board of Directors related to funds. Participate in new fund launches including the review...
Conducts and/or manages the finance process as it applies to area of responsibility. Understands the whole finance function and the key business areas supported. May involve integration of 1-2 functions...
Document audit procedures in a quality manner and in compliance with the IIA Standards and department’s audit methodology. Manage a team of Internal Audit professionals, recruit staff, lead professional development,...
DESCRIPTION:QUALIFICATIONS:Minimum education and experience required: Bachelor’s degree in Economics, Mathematics, Business Administration, Financial Math, Finance, Capital Markets, or related field of study plus 5 years of experience in the job...
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. SAFE Act Registration; ADV-2B Required. CFP® or CPWA®...
Are you a leader in the tech industry interested in managing portfolios of tech investments? If so, the Investment Manager role at Expoint is the perfect job match for your skills!
As an Investment Manager, you will be responsible for developing, overseeing, and managing an investment portfolio. You will analyze existing portfolios and analyze their performance to craft strategies for long-term growth, as well as predicting the future performance of the portfolios. You’ll also evaluate opportunities for investments, identify markets of potential risks and rewards, and assess investments for return on investment.
You will collaborate closely with other teams and executives in order to create tailored strategies that are in line with the company’s goals and values. You’ll be expected to present ideas and plans in a concise and persuasive way, to negotiate contracts effectively, and to communicate regularly with stakeholders in order to maintain a steady flow of information.
Additionally, you will have to stay updated on the latest policy changes, technology, and legal developments in order to make informed decisions. You will also mentor and train junior investment managers, and serve as the main point of contact with external professional partners and clients.
If you have a proven track record of success in this field, strong financial and technical knowledge, excellent problem-solving and analytical capabilities, and an enthusiasm for the tech industry and its potential, this might be the perfect job for you!