Investment management (or financial management) is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds). The term 'asset management' is often used to refer to the ...
investment management of investment funds, while the more generic term 'fund management' may refer to all forms of institutional investment as well as investment management for private investors. Investment managers who specialize in advisory or discretionary management on behalf of (normally wealthy) private investors may often refer to their services as money management or portfolio management often within the context of "private banking".
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Our client is a boutique Investment Management firm, and they are looking to add a Portfolio Systems Supervisor to the team. This role is hybrid in their office located in the Framingham area.Responsibilities include trade inputs into a portfolio system, generation of appropriate documents, and prompt client notifications about trade activities. They also act as a liaison aiding in trade settlements and ensuring brokers have the right settlement ...
We're seeking a subject matter expert to talk about investing, often in the context of commercial real estate investing on behalf a prominent private equity commercial real estate firm. You'll be shooting video related to CRE, 1031 exchanges, financial formulas, etc. in our office in Cherry Hill. Requirements. Solid knowledge of investing. Understanding of real estate investing and CRE. This will start off with just a few hours a month, but could...
Job Title. Trust Officer. Reports To. Managing Director, Trust Administration. Direct Reports. N/A. Salary Grade. 12. . SUMMARY. Trust Officer is responsible for managing and administering trust accounts, ensuring compliance with legal and company requirements, and meeting the requirements of the trust instruments. This position will establish and maintain relationships with clients and beneficiaries, providing expert guidance on trust and estate...
Job Type. Full-Time. Location. Muscatine, IA. Job Description. This position will focus on administration of trust services to ensure we are meeting current client needs, in addition to focusing on business development to solicit and develop new client relationships or enhance current relationships. KEY ACCOUNTABILITIES. Will perform daily activities related to the administration and maintenance of personal trust, investment management and probat...
JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry. and we support them through professional growth, flexibility, and personalized benefits to manage life in and outside of work. Whether you’ve got deep experience in c...
Kestra Investment Management is a firm within Kestra Holdings, which has been supporting financial advisors for over 20 years. Kestra Investment Management help support and grow the firm’s investment offerings by providing timely market commentary, a broad suite of investment solutions and expertise that is dedicated to our financial professionals and their clients. The Investment Specialist role is within the Kestra Investment Management (KIM) d...
JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry. and we support them through professional growth, flexibility, and personalized benefits to manage life in and outside of work. Whether you’ve got deep experience in c...
Do you have what it takes. Job Description. This position supports the work of the Y, a leading nonprofit, charitable organization committed to strengthening community through youth development, healthy living and social responsibility. Reporting to the Chief Administrative Offices, the Vice President of Finance serves on the CEO’s senior leadership team and provides direction and leadership for YMCA finance and business operations. This position...
Description. Conduct thorough research on various individual equity investment opportunities, asset classes, and market trends to identify potential investment options. Analyze financial data, market research, and economic indicators and present a summary of the information to the investment committee. Possess a solid understanding of fixed income investments and their role in client portfolio asset allocations. Make industry and sector investmen...
Job Description. The Investment Management. Specialist. is responsible for supporting the Financial Advisor(s) and/or Advisor. Team(s). overall. investment. management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected. properly. for each client. Deliver full range of investment products and. s...
Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. CRBT is looking for a Trust Investment Officer to join our team. The key attributes of this position are to m. anage assigned client portfolios and participate as necessary throughout the investment management function. assist in the trade activity, r...
Do you have a high level of attention to detail and enjoy working with customers. If so, the Wealth Management Associate with First Bank may be a fit for you. As a Wealth Management Associate you will provide support to our Trust Officers and Financial Advisor who provide trusted advice in the areas of personal trust, investment management, and estate and financial planning to our customers. To accomplish this, you will be tasked with computer in...
