- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Asset Management Group ... new and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment expertise to rigorously… more
- Charles Schwab (San Francisco, CA)
- …educational content, shareholder materials, RFPs). + Internal contacts may include: + Portfolio management for investment strategy sessions and meetings. + ... investment consultants, RIAs, Schwab retail clients, and/or third-party portfolio managers. + Provides subject matter expertise for occasional media inquiries.… more
- Edward Jones (St. Louis, MO)
- …financial plan to portfolio strategy **What You Will Do:** The Associate Portfolio Strategist is the investment specialist responsible for assisting with ... strategy team, financial advisors, and clients with basic to intermediate investment portfolio scenarios to enable delivery of more personalized, tax-efficient,… more
- Vanguard (Malvern, PA)
- …Finance Risk - Investment Risk Analyst + Investment Strategy Group - Investment Strategist + Portfolio Review Department - Investment Product ... skills. + Excellent relationship management and leadership skills. + Experience with investment research, portfolio management, trading, or investment … more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As a Chief Investment Strategist within PNC's Asset Management organization, you will be based in ... responsibilities may be performed remotely, at the manager's discretion. As the Chief Investment Strategist , you will oversee all investment strategy-related… more
- JPMorgan Chase (New York, NY)
- …and banking services including trusts and estates, loans, mortgages and deposits. As a Portfolio Strategist on the the Portfolio Advisory Group, you will ... a subject matter expert across discretionary and non-discretionary solutions, including portfolio construction, investment philosophy and approach, macro views,… more
- Vanguard (Malvern, PA)
- …asset allocation, rebalancing strategies, and roles of various assets in a portfolio . + Develop robust tools/prototypes that translate investment models into ... + Manage and implement multi-asset class portfolios in alignment with Vanguard's investment objectives, continually optimizing for better investment outcomes for… more
- SAP (Palo Alto, CA)
- …contributions, and a variety of benefit options for you to choose from. **AI Portfolio & Ecosystem Strategist ** We are seeking a highly skilled and experienced ... and partnerships, ideally in the Human Capital Management software space. The AI Portfolio & Ecosystem Strategist will be responsible for developing SAP… more
- Edward Jones (Tempe, AZ)
- …implementation. + Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver more personalized, tax-efficient, and ... to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth… more
- Wellington (Boston, MA)
- …issuers in Latin America. As an active member of the EMD team, the Sovereign Strategist will be fully integrated into the investment process and will be expected ... following essential skills are required for the role: * Investment acumen and passion - The Sovereign Strategist...of emerging market economies, a strong interest in making investment recommendations and communicating those to Portfolio … more