The healthcare organization is seeking an investment analyst to help in managing its endowment, monitoring existing investments and researching prospective investments.
A college based in a Midwestern state has reissued a RFP for banking and investment management services to include armored car deposit responsibilities.
The foundation is is searching for a v.p. of investments and administration to help manage its portfolio and serve as a liaison to its outsourced cio and investment committee.
The firm is absorbing an outsourced cio provider and advisory firm to expand its operations in key regions in the U.S. and enhance its offerings in the outsourced cio market.
The investment consulting firm has acquired a Virginia-based wealth and investment management firm, which has 25 to 30 nonprofit clients in addition to family office, individual and institutional investors as well as financial service firms.
The foundation has rehired its incumbent outsourced cio following an invitation-only RFI process to determine whether it should be put services out for bid.