- Citigroup (New York, NY)
- …preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio Management **Time Type:** Full time **Primary Location:** ... multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment... Portfolio Manager to join our team of investment professionals. The candidate will further strengthen the … more
- New York State Energy Research and Development Aut (New York, NY)
- …skills to work with the NYGB team in the critical role of Vice President, Investment & Portfolio Management. This position will work with the Investment ... facilities. This position will report to the Managing Director, Head of Investment & Portfolio Management. The position will be located in New York City and… more
- PNC (Cleveland, OH)
- …and have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Asset Management Group Investment ... new and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment expertise to rigorously… more
- Highmark Health (Columbus, OH)
- …quantitative models, analytics and execute the implementation of the strategies by the Investment Portfolio Director. Execute trades and investment strategy ... utilize technology improvements for trading execution, risk evaluation, and reporting on portfolio performance. + * Provide investment expertise in interactions… more
- Regions Bank (Hattiesburg, MS)
- …Equivalent + Five (5) years applicable knowledge or experience in investment / portfolio management, brokerage, finance, or equivalent **Preferences** + Bachelor's ... careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed… more
- Huntington National Bank (Charlotte, NC)
- …Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large ... and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to...objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for… more
- PNC (Philadelphia, PA)
- …diligence research, monitoring and analytical activities for a variety of complex investment portfolio disciplines. Serves as subject matter resource for ... and have an opportunity to contribute to the company's success. As an Investment Manager/ Portfolio Research Specialist - Operational Due Diligence within PNC's… more
- JPMorgan Chase (New York, NY)
- … Office ("OCIO team")** The OCIO team is a specialist group of portfolio managers providing highly customized investment advice and solutions for Family ... assets under supervision. They bring deep expertise to institutional clients around investment governance, investment policy, portfolio construction, and… more
- Raymond James Financial, Inc. (New York, NY)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... as assigned. **Qualifications** **Qualifications** : * Software necessary for portfolio analysis. * Investment concepts, practices and procedures… more
- Enterprise Bank & Trust (Clayton, MO)
- …our communities.** **Together, there's no stopping you!** **Job Title:** Investment Management: Associate Portfolio Manager **Job Description:** **Summary:** ... and experience along with the daily interaction with other portfolio managers and trust associates to manage investment... portfolio managers and trust associates to manage investment portfolios of Enterprise Bank & Trust in a… more
- Amazon (Seattle, WA)
- …complex business data to support strategic decision-making for Amazon's minority investment and warrant portfolio . This role requires expert-level proficiency ... in Excel and VBA programming to build and maintain robust data sets, reports, and dashboards. The ideal candidate will have strong business acumen, technical skills, and analytical capabilities to translate data into actionable insights while working with… 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 ... following essential skills are required for the role: * Investment acumen and track record - The Portfolio... Investment acumen and track record - The Portfolio Manager will have deep credit expertise and a… more
- US Bank (Minneapolis, MN)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- US Bank (Milwaukee, WI)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- Equitable (New York, NY)
- …assist in prudent risk-taking and portfolio construction for our General Account investment portfolio to protect the firm and ensure that risk-taking is ... deepen understanding of risk management theory and its applications to the investment portfolio + Execute "special projects" that involve designing new ways to… more
- Robert Half Management Resources (Cincinnati, OH)
- …for managing the financial accounting and reporting related to our organization's investment portfolio . This includes tracking investment performance, ... relevant regulations and accounting standards. The role involves working closely with investment managers, portfolio managers, and other finance teams to ensure… more
- Bank of America (Fairfield, CT)
- …updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and shares ... Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management… more
- Bentley Systems (Exton, PA)
- …Systems is seeking a highly skilled Senior Investment Accountant with expertise in investment portfolio accounting to join our finance team. As a Senior ... will be responsible for overseeing the accounting and reporting of our investment portfolio , ensuring accuracy, compliance, and alignment with financial… more
- Elevance Health (Indianapolis, IN)
- …Construct and produce monthly new money yield analysis and report. Support investment portfolio ESG reporting and analysis. (REF# 365208) **Minimum ... programs. * Five (5) years of related experience calculating and analyzing investment portfolio metrics, including portfolio return performance and … more
- Bank of America (Towson, MD)
- …updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and shares ... Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management… more