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Director Of Investments Jobs

35 jobs

Director of Investment Banking Employee Status: Regular Schedule: Full Time Travel: Yes, 5 of the Time Primary Location: California-Orange County-2040 Main St; Irvine Description We are currently seeking a Director of Investment Banking for our Moss Adams Capital practice. The Director is responsible for originating client relationships, managing business development, and transaction plannin...
About Wacker Wealth Partners: We are a fee-only, independent wealth management firm overseeing $750 million in investments and providing comprehensive financial planning for our clients. Our client’s portfolios are managed centrally by an investment committee with an emphasis on asset allocation with both active and passive exposure, primarily through low-cost open-ended mutual funds and exchange...
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon...
Phillips Exeter Academy, a co-educational residential school serving students in grades 9 through 12, and post-graduate level, was founded in 1781 by John Phillips. Exeter has a tradition of academic excellence, a distinguished faculty, and a long history of educating young people to find their place in the world. The 671-acre campus with academic and residential buildings, a 309,432volume library...
Company Confidential
JFS Wealth Advisors is seeking an experienced Portfolio Manager Specialist for dual locations (Hermitage & Pittsburgh). Primary duties include implementation of investment strategies and supporting the firm’s investment services and asset management teams. Primary responsibilities 1. Maintaining client accounts within Tamarac Advisor Rebalancing®, including model assignments, restrictions, cash...
Description This positionwill be working with the Denver regional team of Ascent Private Capital Management of U.S. Bank. The primary responsibilities are to support the regional team in its work with current clients and its efforts to onboard new families with a focus on the investment function. In that capacity, the candidate will work closely with the Managing Director of Investments and repor...
This position will be working with the Denver regional team of Ascent Private Capital Management of U.S. Bank. The primary responsibilities are to support the regional team in its work with current clients and its efforts to onboard new families with a focus on the investment function. In that capacity, the candidate will work closely with the Managing Director of Investments and report to the Man...
Assist the portfolio managers in the management of trust accounts. Contribute investment ideas to the strategy teams. Assist in administrative aspects of department's risk management results relating to investments. Coordinate with portfolio managers to ensure high level of client service. Coordinate with director of investments to ensure high level of compliance, audit, and risk management result...
Position Summary The Manager of Investment Analysis assists the Director of Investment Analysis in supporting the analysis needs of the Development organization. He/she is actively involved with field developers to interact, underwrite, and analyze all potential developments and acquisitions. The Manager of Investment Analysis assists in the preparation of materials and analyses for partners, Inve...
GENERAL DESCRIPTION Benefits Supplemental Questions The Investment Accountant Team Leader performs highly advanced (senior-level) financial and investment accounting work. Work involves overseeing investment accounting functions, analyzing investment valuation data, performing as a work leader for the Investment Accounting team, leading investment accounting operations, and assisting in other a...
The Treasury Manager will assist in driving a world-class Investments and Capital Markets at Ecolab that supports the company’s growth, protects shareholder value and develops employees. This position will be assisting with benefits finance management and coordination, pension investment analysis and reporting, capital markets analysis, financial analysis projects, as well as working with key lead...
The Construction Manager will oversee and be responsible for all construction activities related to new construction, renovations and various capex projects. The Construction Manager will work closely with the development and investment team throughout the construction/renovation life of a project. The Construction Manager will be responsible for ensuring quality deliverables, on-time and within b...
Overview: Gables Residential is looking for a general Staff Accountant to assist with the daily operations of its Investments Accounting team. The candidate will be an integral player in providing accurate and meaningful reporting for a leading multi-family, premier apartment developer. This role will report directly to the Investments Accounting Manager and will work closely with the Assistant I...
Gables Residential is looking for a general Staff Accountant to assist with the daily operations of its Investments Accounting team. The candidate will be an integral player in providing accurate and meaningful reporting for a leading multi-family, premier apartment developer. This role will report directly to the Investments Accounting Manager and will work closely with the Assistant Investments ...
Assist the director of investments in formulating investment objectives and developing asset allocation and investment manager structures and guidelines. Conduct effective governance of external fund managers, evaluating performance and formulating recommendations. Lead RFI/RFP processes for investment manager selection. Conduct quarterly manager scorecard & strategy reviews. Perform liquidity for...
The Manager of Corporate Investments reports to the Director of Investments and Trusts and is responsible for developing and recommending investment strategies for trust and corporate assets; monitoring and evaluating portfolio and investment manager performance; and managing and administering trust activities and regulatory compliance requirements. Specific responsibilities include: Monitors and...
GENERAL DESCRIPTION Benefits Supplemental Questions The Senior Investment Auditor performs highly advanced (senior-level) investments audit work. Work involves conducting audits of complex investment-related activities, conducting audit planning, monitoring contracted services, and participating in special projects. May plan and/or oversee the work of project teams. Works under minimal supervis...
The Senior Investment Auditor performs highly advanced (senior-level) investments audit work. Work involves conducting audits of complex investment-related activities, conducting audit planning, monitoring contracted services, and participating in special projects. May plan and/or oversee the work of project teams. Works under minimal supervision with extensive latitude for initiative and independ...
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on th...
Based at the regional CSC, the Operations Coordinator reports to the Director of Investments with dotted line responsibility to the Director of Operations, and is responsible for office management, travel logistics, collection and archival of financial and performance metrics, and meeting organization. CSC Office Management Point of contact for IT, building management, and cleaning services Tra...