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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JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or tech...
A highly regarded. boutique investment management firm. serving ultra-high-net-worth clients just north of Boston is seeking an experienced. Portfolio Manager. to oversee relationships with individuals, families, and foundations. The firm is committed to delivering performance that exceeds benchmark expectations while advancing a more equitable and environmentally responsible world. In this role, the Portfolio Manager will develop holistic financ...
Portfolio Associate - Westchester County. A Westchester-based multi-family office is seeking a Portfolio Associate to join its growing investment team. This role offers the opportunity to work across both portfolio administration and investment management, supporting the firm’s partners and clients with a blend of analytical and operational responsibilities. Candidates must have their series 7 and 66 licenses to be considered. Key Responsibilitie...
Company Or Organization. The Baptist Foundation of California. Location. Ontario, California. Job Description. To serve Trust and Investment Management division clients with excellence and integrity in support of Chief Legal Officer. The Trust Administrator should be able to perform all aspects of administering trusts and asset management relationships from inception through completion of the trust or time of engagement. Reports to. Senior Vice P...
Our Client, a well established and very successful investment management firm in Westchester County is looking for a dynamic and energetic Portfolio Associate to be an integral part of their team and continued success. Why Work For Our Client. Excellent Compensation. Great Benefits Package. Strong Room for Growth. Top Notch Leadership Team. Qualifications. Bachelor's Degree in Accounting, Finance, Business or a related discipline Required, CFA or...
RESPONSIBILITIES. RMS seeks to hire a professional who values sustainability, long-term forest stewardship, and the responsibility of being an investment fiduciary. This position will be part of the Investment Management team within RMS, which is responsible for managing client timberland portfolios and associated client interactions. DUTIES. Activities include, but are not limited to. Understand our business and the perspectives of a diverse gro...
Job Summary. As a Financial Consultant at Charles Schwab, you will work with existing clients to provide wealth management and financial planning advice. You will also be responsible for growing your practice through client referrals and networking. Key Responsibilities. Provide financial guidance to clients while forming lasting relationships. Help clients achieve their financial goals by leveraging our team of Schwab specialists and your knowle...
Senior Portfolio Manager. . Overview. Central Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services. all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902. . Job Summary. The Senior Portfolio Manager wo...
Portfolio Guideline Monitoring Analyst. The role requires a bachelor’s degree and 1–3 years of experience, including investment management exposure across equities, fixed income, and derivatives. Familiarity with compliance—particularly the 40 Act, UCITS, and guideline monitoring systems—is preferred, with Sentinel experience being a strong advantage. The position demands excellent communication skills, strong attention to detail, and proficiency...
Portfolio Guideline Monitoring Analyst. The role requires a bachelor’s degree and 1–3 years of experience, including investment management exposure across equities, fixed income, and derivatives. Familiarity with compliance—particularly the 40 Act, UCITS, and guideline monitoring systems—is preferred, with Sentinel experience being a strong advantage. The position demands excellent communication skills, strong attention to detail, and proficiency...
Company Overview. Green Zone Capital is a private investment management and research firm based in Atlanta, GA. We focus on public markets across three core themes: compute & data, energy & resources, and global monetary shifts. Since 2019 we’ve compounded capital using a combination of deep fundamental research, technical “Green Zone” frameworks, and an AI/LLM-powered research stack. We work with a small group of partners and investors while bui...
LHH has partnered with a high-growth investment management firm focused on real estate to add a Vice President of Finance & Accounting to their team. This is a blended role with strategic and hands-on oversite of FP&A and corporate accounting. Best suited for candidates currently in a finance role after a background in accounting. Responsibilities. Manage daily accounting operations for the investment advisor and affiliated service providers, inc...
