- Regions Bank (Tyler, TX)
- …of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development investment ... into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for… more
- TD Bank (Burlington, MA)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Institutional Relationship Manager II (IRM) is a sales development role, which ... government entities with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the...our most complex clients + Identifies opportunities within your portfolio and network to refer business to Retail and… more
- US Bank (Salt Lake City, UT)
- …Day One. **Job Description** PFM Asset Management (PFMAM) is currently seeking an Institutional Sales and Relationship Manager to join with other team members ... in portfolio management, sales, marketing, or relationship management with institutional clients (Business to Business environment) - Must be FINRA series 7… more
- T. Rowe Price (Baltimore, MD)
- …contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that ... of knowledge. + Negotiates sales across a wide product and services portfolio , engaging the appropriate internal contacts, as directed, to ensure contract… more
- Wellington (Boston, MA)
- …interacting with clients across institutional and retail channels to drive sales. The portfolio manager will work with and be supported by other members of ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...Credit team, we are seeking an experienced Fixed Income Portfolio Manager (Bank Loans) in our Boston… more
- Aflac (New York, NY)
- VP, Portfolio Manager - SPC The Company: Aflac Asset Mgt. LLC The Location: New York City, NY, US, 10005 The Division: Global Investment Job Id: 7588 About Our ... company. Candidate Profile The candidate will have demonstrated experience as an investor/ portfolio manager in structured credit and/or private debt asset… more
- JPMorgan Chase (Portland, OR)
- …is a leading global investment manager focused on forestland. As a Portfolio Manager at Campbell Global, you're not just managing investments, you're ... Campbell Global is a leading global investment manager focused on forestland. We are widely recognized...million acres worldwide for pension funds, foundations, and other institutional investors. As part of the Alternatives platform within… more
- JPMorgan Chase (New York, NY)
- …paced, complex agenda. Preferred qualifications, capabilities, and skills: + Prior experience as a Portfolio Manager is ideal + CFA is preferred + Certified ... As a Product Owner for Portfolio Manager Toolkit, you will be...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Enterprise Bank & Trust (Clayton, MO)
- …duties as required. **Qualifications:** + A minimum of 5-7 years of experience as Portfolio Manager for individual or institutional investors is required. + ... our communities.** **Together, there's no stopping you!** **Job Title:** VP, Portfolio Manager **Job Description:** **Essential Duties and Responsibilities:** +… more
- JPMorgan Chase (New York, NY)
- …across corporate bonds, broad markets, municipal bonds, and preferred equity. As a Portfolio Manager within the taxable CBP team, you will be responsible ... 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
- JPMorgan Chase (Columbus, OH)
- …AUM in active and index tax aware / direct-indexing strategies. **Job summary:** As a Portfolio Manager - Associate, on the Tax Smart Strategy Portfolio ... oversee tax managed investment strategies. **Job responsibilities:** + Assist with daily portfolio management for direct indexing and tax aware SMA portfolios +… more
- Zions Bancorporation (Las Vegas, NV)
- …bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located in Las ... reports up to the Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client...support client investment portfolios for high-net worth individual and institutional clients. + Ensure client portfolios are aligned with… more
- JPMorgan Chase (New York, NY)
- …or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank, or Institutional Investor (eg Sovereign Wealth Fund, Endowment) ... trusts and estates, loans, mortgages and deposits. As a Portfolio Strategist on the the Portfolio Advisory...highly confidential information Preferred Qualifications, Skills and Capabilities: + CFA or desire to achieve CFA highly… more
- Nuveen Investments (Chicago, IL)
- …performance outcomes and risk control for our clients. Nuveen GFI is seeking a client portfolio manager to support the ongoing growth of our platform. The ideal ... Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of… more
- T. Rowe Price (Baltimore, MD)
- …Price's investment portfolios. The portfolio analyst leverages the time of both the portfolio manager and portfolio specialist, and any other senior or ... characteristics, portfolio construction and positioning to support the needs of the portfolio manager or portfolio specialist. Research conducted by the … more
- CNO Financial Group (Carmel, IN)
- …in Finance, Actuarial Science, Statistics, or related field. + 3+ years of portfolio analysis experience + Certifications/Licenses: CFA , MBA, CPA are preferred ... CNO Financial Group's **40|86 Advisors** are hiring a **Sr. Portfolio Analyst** to provide top-down portfolio analysis...you if you:** + Have a working knowledge of institutional investments + Possess a strong analytical mindset, attention… more
- MUFG (Los Angeles, CA)
- …will provide more details. P&U Analyst Role **Overall Purpose of Job:** Support Portfolio Management in the handling of credit coverage for corporate clients in our ... will include supporting the active credit management of a designated portfolio utilizing solid credit and analytical skills. Provide continuous oversight of… more
- Wellington (Boston, MA)
- …the Research portfolios and helping investors use quantitative tools to inform their portfolio construction and investment processes. The Risk Manager should be ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...our clients. **About the Role** **THE POSITION** The Risk Manager , Fixed Income (Risk Manager ) position is… more
- BlackRock (New York, NY)
- …a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock's AUM was ... advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions(R). As of year-end 2024, the firm had… more
- Neuberger Berman (New York, NY)
- … Manager is responsible for driving product initiatives across retail and institutional channels. The Product Manager needs to be proficient at articulating ... **Summary:** The Fixed Income Product Manager will be responsible for managing the complete...a strategy's value proposition, investment process, portfolio positioning and rationale for specific holdings… more