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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Hello Hire Talent Solutions is pleased to lead this search on behalf of one of our outstanding Cincinnati-based clients. Position Summary. Responsible for assisting with the coordination, execution, and reporting of investment activities for institutional clients and with brokers, custodians, fund administrators, auditors, and the Firm’s internal departments. The position entails resolving account-specific administrative and operational issues. T...
Client Focus. Play an active role as a member of the US Portfolio Management Group (PMG), our US multi-asset investment committee Participate in regular reviews of the US multi-asset model portfolios including proactively recommending asset allocatio Portfolio Manager, Portfolio, Manager, Management, Investment
Our client is a national Investment Management firm based in Norwalk, CT. They are looking to add a talented and driven Junior Investor Relations Analyst to their growing team. RESPONSIBILITIES. . Support all facets of the Investor Relations team ranging from sales, client services, marketing, etc. Assist in preparing RFPs, DDQs, and marketing materials. Update/maintain client deliverables such as pitchbooks and factsheets. Support marketing stra...
