- 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)
- …its book of business. The team is seeking a Fixed Income (FI) Credit Portfolio Manager (PM) to develop and execute investment strategies that drive performance ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...and client objectives that exist for these mandates. This Portfolio Manager will also be a strategic… more
- JPMorgan Chase (New York, NY)
- …across corporate bonds, broad markets, municipal bonds, and preferred equity. As a Systematic Portfolio Manager within our dynamic team, you will be involved in ... in Excel and Python. **Preferred qualifications, capabilities and skills** + Experience with portfolio optimization and managing ETFs + CFA designation is a… 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
- 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
- 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
- Janus Henderson Investors (Denver, CO)
- …networking opportunities and social activities Must have skills + Experience as an analyst, portfolio manager , trader, or client portfolio manager in ... to internal stakeholders + Represent and advocate for the Portfolio Managers both within the organisation and with the...Nice to have skills + MBA, advanced degree or CFA Charter Holder preferred + Experience with presentation development… 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
- 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
- JPMorgan Chase (New York, NY)
- …certification (eg, CFA , CPA) is a plus. + Experience with portfolio management software and systems. JPMorganChase, one of the oldest financial institutions, ... JP Morgan Asset Management is the world's third-largest alternatives manager , with a 40-year history of delivering innovative alternative solutions across market… more
- BlackRock (New York, NY)
- …+ Experience working within an Agile environment is a plus + Chartered Financial Analyst ( CFA ) or Financial Risk Manager (FRM) designation is a plus. + Skills + ... of global investment management, risk management and advisory services to institutional , intermediary, and individual investors around the world. BlackRock's mission… 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 (San Francisco, CA)
- **About this role** The Family Office (FO) team is in the Americas' Institutional Business and is responsible for distributing BlackRock products and solutions to ... (OCIO) mandates, the team is responsible for formulating whole portfolio solutions for these clients. The FO team has...to maintain and grow their portfolios. The Senior Relationship manager will be responsible for leading a team of… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** EPOCH LLC **Job Description:** A Relationship Manager within the Global Institutional Relationship Management team serves as ... a focal point for a group of institutional clients. They take an initiative-taking and innovative approach...client's dedicated team of portfolio managers, client portfolio managers, client service manager , and when… more
- BlackRock (Atlanta, GA)
- **About this role** **Relationship Manager , Aladdin Client Engagement** **BlackRock Solutions (BRS)** supports the investment process through the development, ... management platform ( **Aladdin(R)** ), which is utilized by executives, portfolio management, risk management and operations teams. BRS provides strategic advisory… more
- JPMorgan Chase (New York, NY)
- …Tableau + Post graduate degree or additional certifications ie Chartered Financial Analyst ( CFA ), Financial Risk Manager (FRM) JPMorganChase, one of the oldest ... (AM) business covering the broad spectrum of risks inherent in the global institutional businesses. **Job summary** As an Associate in Asset Management Risk within… more