Fanning Personnel, a Division of Masis Staffing Solutions - Boston
,
MA
Portfolio Analyst opening located at an investment firm in Boston I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development I’m writing to inform you that one of my client companies, an investment firm in Boston, is seeking a Portfolio Analyst. This role involves performing an array of duties including conduct comprehensive portfolio reviews, maintaining a continual understanding of client’s investment objectives, identifying approaches to ensure optimal asset allocation/ portfolio construction, conducting ongoing investment research to provide recommendations to the Investment Committee, and the like. The candidate bei
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Ballentine Partners, LLC - Palm Beach Gardens
,
FL
Job Type Full-time Description Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm. In this role the candidate will not only be responsible for the technical tasks below but will also have the opportunity to learn the soft skills necessary to be successful in their interactions with people at all levels. The Portfo
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Multi-Bank Securities, Inc. - Southfield
,
MI
Job Description Job Description Company Overview: Multi-Bank Securities, Inc. (MBS) is an independent investment firm that specializes in the sales, trading and underwriting of institutional, fixed-income securities. As an independent broker-dealer, MBS has been serving institutional investors across the U.S. since 1988. MBS is a veteran-owned business and is registered with the SEC and MSRB and Member of FINRA and SIPC. MBS has an impeccable FINRA customer compliance record. Job Description: Multi-Bank Securities, Inc. (MBS) is seeking an initiative-taking individual to join our team as a Bank Portfolio Analyst. This role will be responsible for working with our bank coverage team to advise financial institutions on balance sheet strategy, including interest rate risk management, investment portfolio strategy and retail & wholesale funding management. The successful candidate will be responsible for gathering and interpreting data, creating models, and work with management to assist i
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Geometric Wealth Advisors - Denver
,
CO
Firm Description: Geometric provides comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers. We specialize in serving partners at top-tier management consulting firms (Bain, BCG, and McKinsey). Launched in early 2015, Geometric is a fast-growing, independent firm with 23 people on our team (including six Wealth Advisors) and with clients nationwide. Unlike most firms that cater to those in or near retirement, Geometric was designed specifically for (very) high-earners who are accumulating wealth at an accelerated pace and whose financial pictures are becoming increasingly complex. Most are between 32- and 45-years-old, and many have young children. Our firms investment philosophy is central to our identity: we believe that markets are efficient, and therefore we dont attempt to time the market or pick individual securities. Instead, we invest in low-cost, broadly-diversified, tax-efficient portfolios of passively-mana
- 1 day ago
Title: Portfolio Analyst DURATION: Multi-year LOCATION: Ft. Belvoir, VA - on-site local only - no T&E Description: Position: Provide financial and program management support services for the agency in the areas of Program and Budget, Financial Operations, and Finance and Accounting. TASKS: Core actions and activities of the AP&R functional team include, but are not limited to: • Streamline Agency IT requirements review and acquisition processes and promote defensible risk-taking. o Further the integration of Agency IT acquisition reviews with the Agency's acquisition processes and the Department's Information Technology Procurement Request (ITPR). o Align acquisition actions to DoD-wide procurement vehicles IAW OMB Strategic Sourcing guidance and DoD guidance on IT Reforms. o Coordinate requirements through the Fourth Estate IT Procurement Review processes. o Possesses experience analyzing and articulating OMB and DoD IT policies and guidance. o Clearly articulate applicability of IT p
- 2 days ago
Client's Brand and Commercial Operations (BCo) Business Technology Solutions (BTS) organization is helping transform the business by connecting information from across Commercial Operations to support our patients. This is an exciting opportunity to be a leader in that change. The primary function of the program manager is to establish sustainable, effective strategies and processes for IT project portfolio, and financial and performance management that enables business change to support initiatives critical for organizational success. The program manager ensures that appropriate project management policies, procedures, and standards are established and communicated throughout the organization. The program manager is responsible for improving the maturity of the portfolio, financial, and performance management processes in the BCo organization to improve the maturity of organization. Primary Responsibilities Portfolio Management Responsible for the BCo project portfolio and aligning st
- 3 days ago