- Regions Bank (Charlotte, NC)
- …be filled at a higher level based on skills and qualifications! The Solar Tax Equity Portfolio Manager is responsible for underwriting new projects to add to ... of credit opportunities, underwriting of credit exposure and management of a portfolio of loans and other credit relationships while providing effective challenge to… more
- WTW (New York, NY)
- …spectrum of commercial insurance, employee benefits and transactional services for private equity firms and their portfolio companies. The PE&TS engagement with ... liabilities and exposures of potential acquisitions. After close, WTW manages the portfolio company's insurance program through the private equity firm's hold… more
- MetLife (Whippany, NJ)
- …and maintaining relationships with key industry contacts and referral sources. The mortgage portfolio and equity portfolio units are organized according to ... specialty, and they actively manage MetLife's portfolio of mortgage loans and equity investments...manage MetLife's portfolio of mortgage loans and equity investments in agricultural, office, apartment, retail, industrial, and… more
- Principal Financial Group (Des Moines, IA)
- …Do** As a Portfolio Analyst II, you will support the General Account Equity Portfolio Management team that invests on behalf of Principal Life Insurance ... support within the Principal Real Estate team! **Key Responsibilities** + Portfolio Analysis: Working with senior staff, provide analytical support regarding client… more
- Scotiabank (New York, NY)
- …models to unwind inventory positions. + Works in all aspects of equity portfolio management: data management, research, factor construction, portfolio ... + Minimum of 7+ years of relevant experience in a quantitative equity research / portfolio management role with deep knowledge of financial markets. + Previous… more
- CBRE (Atlanta, GA)
- …Do:** + We provide direct support to the Asset Managers for Private Equity portfolio . + Prepare well-developed and accretive business plans, investment ... In this role you will handle the performance of a national equity multifamily portfolio . The ideal candidate will have a foundation in property operations,… more
- CBRE (Atlanta, GA)
- …Do:** + We provide direct support to the Asset Managers for Private Equity portfolio . + Prepare well-developed and accretive business plans, investment ... In this role you will handle the performance of a national equity multifamily portfolio . The ideal candidate will have a foundation in property operations,… more
- CBRE (Atlanta, GA)
- …You'll Do:** + Provide direct support to the Asset Managers for Private Equity portfolio . + Prepare well-developed and accretive business plans, investment ... will assist in handling and owning the performance of a national equity multifamily portfolio . The ideal candidate will have a foundation in property operations,… more
- T. Rowe Price (Baltimore, MD)
- …to join us and grow your career with us. Role Summary The Portfolio Analyst (PA) is primarily responsible for analyzing investment portfolios and developing ... institutional-level portfolio analysis, messages and content to inform key stakeholders...determined upon company and individual performance. Commitment to Diversity, Equity , and Inclusion We strive for equity ,… more
- JPMorgan Chase (New York, NY)
- …separately managed accounts across corporate bonds, broad markets, municipal bonds, and preferred equity . As a Portfolio Manager within the taxable CBP team, you ... products, mortgages and tax-aware strategies. JP Morgan Asset Management's Customized Bond Portfolio (CBP) team resides within GFICC and manages more than $160… more
- Ascensus (Washington, DC)
- … Portfolio Analyst for Newport Trust will be responsible for performing equity research on portfolio companies, conducting due diligence for projects, ... program or related field (eg, Finance, Economics). + Professional interest in equity research, project management, and/or trading + Ability to perform detailed… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …white papers for Financial Advisors. * Assists with preparation of presentations, portfolio / equity analyses, and proposals for High Net Worth and institutional ... other duties and responsibilities as assigned. Skills: Software necessary for portfolio analysis. * Investment concepts, practices and procedures used in the… more
- JPMorgan Chase (New York, NY)
- …managed accounts across corporate bonds, broad markets, municipal bonds, and preferred equity . As a Systematic Portfolio Manager within our dynamic team, ... products, mortgages and tax-aware strategies. JP Morgan Asset Management's Customized Bond Portfolio (CBP) team resides within GFICC and manages more than $160… more
- Aristotle Capital Management (Newport Beach, CA)
- …Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and ... help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework. Aristotle attracts and… more
- ADP (New York, NY)
- …cultivate new business opportunities by driving strategic HCM initiatives within Private Equity Firms and their portfolio companies. Identifying and gaining ... and in return, rewards you handsomely. **Major Accounts Private Equity District Manager:** As a Major Accounts Private ...be to pull leads through multiple funds into the portfolio companies. Through these interactions and relationships, you will… more
- Paylocity (Los Angeles, CA)
- …Relationship Management: + Act as the primary point of contact for private equity firms and their portfolio clients, promptly addressing inquiries and concerns ... Overview As an HCM Account Executive specializing in Private Equity , you will play a pivotal role in expanding...solutions to meet and exceed those requirements for their portfolio companies. Location Remote office in California territory Reports… more
- KeyBank (Chicago, IL)
- …country. This role will be responsible for the asset management of a defined portfolio of KCDC's equity investments. The Asset Manager manages risks inherent in ... to resolve operational, financial and compliance related issues within the portfolio . + Prepare equity adjusters as necessary based upon the delivery of tax… more
- NYSTRS (Albany, NY)
- …Officer, the Managing Director of Public Equities is responsible for the System-s public equity portfolio . The public equity portfolio represents a ... for, but not limited to, the following duties: + Oversee the public equity portfolio with a value of $79.0B at 9/30/2024 and allocation targets of 33%… more
- FM (Waltham, MA)
- …functions to ensure a seamless collaborative management of the external public equity portfolio , with full individual accountability and responsibility of the ... portfolio 's performance and optimal construction. Externally managed public equity portfolio construction. Work with Asset Allocation to define focus areas… more
- MetLife (Los Angeles, CA)
- …and maintaining relationships with key industry contacts and referral sources. The mortgage portfolio and equity portfolio units are organized according to ... valuation analysis, management and leasing efforts and capital analysis for the regional equity portfolio . * Fully manage a portfolio of real estate assets,… more