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Manages structured equity portfolios maximizing tax efficiency while tracking an index.
Act as investment "engineers" — creating portfolios using a rules-based approach to implement the firm’s quantitative-based strategies.
Overall leadership of all Finance Functions including Asset/Liability and Portfolio Management, Balance Sheet Development, Budgeting, Reporting.
Seeking a Business Developer / Relationship Manager to lead marketing and relationship management for our investment advisory practice in the Pac NW.
D.A. DAVIDSON & CO./DAVIDSON INVESTMENT ADVISORS - Fixed Income Portfolio Manager: Serve as co-Portfolio Manager for the firm’s Taxable Fixed Income..
Be Boring. Make Money.™ is our investment approach, but we are anything but dull. We are a diverse team of professionals—all with a shared goal: to...
Works closely with Parametric regional sales teams, as well as other cross functional internal teams, to maintain excellent client relationships.
Responsible for processing and understanding the end-to-end corporate action event life cycle for both mandatory and voluntary events.
Merriman is searching for an exceptional person to join our team as a partner track Wealth Advisor.