- Tris Pharma (Monmouth Junction, NJ)
- …financial reporting standards and compliance requirements Ability and experience building trust with investment community by engaging with, and influencing, ... to: financial reporting, treasury functions, annual budgeting, auditing, cash and investment portfolio, financial assurance, etc.. The incumbent is responsible for… more
- Charles Schwab (Henderson, NV)
- **Your opportunity** The Manager, Trust Investment Officer (MTIO) of Charles Schwab Trust Company is responsible for selecting and maintaining ... goals + Handles a portfolio of assigned accounts which includes developing the trust investment policy statement, overall asset allocation, and investment … more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager, Trust Investment Officer , Senior Investment Manager at a Wealth Management firm with** **no ... + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert knowledge of equity and fixed income… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer II, Investment Operations State Teachers' Retirement System JC-470321 - Investment Officer II, Investment ... is seeking an experienced individual to work as an Investment Officer II, STRS on the ...Information** **CalSTRS: Securing the financial future and sustaining the trust of California's educators** CalSTRS is the largest educator-only… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National ...a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment ... of personal service that builds long-term relationships. As a Trust Officer II of CNTF you will:...the company's role. + Have a thorough knowledge of investment and trust related products and services.… more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the investment activity for the ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...for the five New York City pension systems. The Investment Officer will report to the DCIO… more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Investment Officer will assist in overseeing the investment activity for the ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...for the five New York City pension systems. The Investment Officer will report to the DCIO… more
- City National Bank (Newark, DE)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and… more
- ADP (Wilmington, DE)
- **ADP is hiring a Chief Financial Officer - Delaware Investment Center** The Chief Financial Officer (CFO) of the ADP Delaware Investment Center will ... positions for a number of legal entities, including ADP Trust Company, NA, a trust bank which...CFO will ensure compliance with regulatory requirements. The Delaware Investment Center manages fixed income portfolios with approximately $40… more
- JPMorgan Chase (Rochester, NY)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . Through ... and trust services. Job Responsibilities + Analyze trust documents for legal, tax, administrative and investment...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
