- Edward Jones (West Palm Beach, FL)
- … strategy. **What You Will Do:** The Edward Jones Generations - Senior Portfolio Strategist is an investment specialist who brings the client's financial ... plan and ensuring alignment with goals and expectations. The Senior Portfolio Strategist are part of the durable, client-facing team that works closely… 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 ... help bring together asset allocation, portfolio construction, implementation advice, and transition guidance to design portfolios that are specifically tailored for… more
- Amazon (San Francisco, CA)
- …key leader within Amazon's Global Real Estate & Facilities (GREF) team, the AMER Portfolio Strategist role will oversee the creation and delivery of portfolio ... with a wide range of teams including Amazon Business Orgs, Regional Portfolio Management, Occupancy Planning, Design and Construction, IT, Security, Workplace, and… more
- Siemens (Wilsonville, OR)
- …and system design. Position Overview The Siemens EDA team is seeking an EDA Portfolio Strategist to support a range of cross-group strategic activities, projects ... following activities: + Collaboratively defining and implementing an EDA portfolio -wide product lifecycle process that provides consistency in milestones,… more
- Brunswick (Fond Du Lac, WI)
- …to drive developing and executing strategies for the company's entire product portfolio . Focusing on market trends, competitive analysis, and resource allocation to ... maximize value and achieve business goal. The Mercury portfolio includes a comprehensive and industry leading list of...work and a distinct ability to deliver.** Essential Functions: Portfolio Planning & Vision: + Develop and maintain a… more
- KeyBank (Columbus, OH)
- …and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... the Key Private Bank platform and process as a portfolio advisor. + Responsible for either meeting or exceeding...enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a… more
- US Tech Solutions (San Francisco, CA)
- …**Mandatory:** + 4+ years of experience as a UX writer, tech writer, content strategist or similar. + Portfolio of UX-focused writing samples and style ... guidelines. + Experience working in hardware, software, digital agency, customer support documentation, or related field. + Familiarity with web and mobile UI design principles and practices. + Basic knowledge of a design tool like Figma or Sketch would be a… more
- BlackRock (San Francisco, CA)
- …investment success. They are seasoned investment professionals embedded in our portfolio management teams, playing a central role in facilitating connectivity ... this role** We are actively searching for a Product Strategist to work with our Technology Equities team in...of the role will be to work alongside the portfolio managers, sales teams, other FE Product Strategists, marketing… more
- Edward Jones (Dallas, TX)
- …matter experts on the HNW team (ie, estate, tax, business owners, home office portfolio strategist . etc.) to create a holistic, customized financial plan for ... deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management… more
- First Horizon Bank (Chicago, IL)
- …mortgage bonds. Field requests from sales representatives and customers for bond and portfolio analysis. The Strategist will utilize both internal and external ... **Description** The Strategist will be a member of the Mortgage...that demonstrates ability to analyze fixed income securities and portfolio composition. Proficiency in Excel and PowerPoint required. +… more