- JPMorgan Chase (New York, NY)
- …clients: + Understand client's investment plan, goals and objectives and work with Senior Portfolio Manager to develop investment plans and custom ... development and regional expansion by: + Supporting new business opportunities with Senior Portfolio Managers and other Integrated Team Members + Partnering… more
- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment & Portfolio Strategist within PNC's Asset Management Group ... risk of new and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment expertise to… more
- JPMorgan Chase (New York, NY)
- …investment professionals, they have extensive cross-asset class and market knowledge. As Portfolio Manager , the candidate will be expected to drive client ... Office ("OCIO team")** The OCIO team is a specialist group of portfolio managers providing highly customized investment advice and solutions for Family… more
- JPMorgan Chase (New York, NY)
- …2+ years of experience in financial services industry related to risk management, portfolio management, trading, and/or investment risk across asset classes + ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors… more
- Vanguard (Malvern, PA)
- …Minimum of 5-8+ years related work experience, including 3+ years experience in portfolio management, analysis, and investment manager evaluation. + ... and opinions on manages and advocates for fund and manager changes. + Maintains strong investment industry...relationships with partners and managers. + Serves as client portfolio manager and subject matter expert for… more
- KPMG (Dallas, TX)
- **Business Title:** Tax Senior Manager , Alternative Investment Partnerships (Hedge) **Requisition Number:** 119438 - 87 **Function:** Tax Services **Area of ... important than investing in our culture because it's an investment in our people, our future, and what we...for as a firm KPMG is currently seeking a Senior Manager to join our Business Tax… more
- BMO Financial Group (Palo Alto, CA)
- …MANDATE** **The Senior Research Analyst is directly involved in the investment selection, due** **diligence and ongoing monitoring of 3** **rd** **party ... spreadsheets, database and presentation software** **(MSWord, Excel, PowerPoint)** Conducts investment research to support portfolio and business objectives,… more
- Moss Adams LLP (Portland, OR)
- ** Senior Investment Research Analyst** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... firm where you'll have fun while solving complex and interesting business challenges. The Senior Investment Research Analyst, as a member of the Investment … more
- The Hartford (Hartford, CT)
- Senior Investment Analyst - DFH703 We're...and oversight for certain credits within the private placement investment portfolio . This role will have a ... Join our team as we help shape the future. Senior Investment Analyst, Private Credit Sector ...management. + Broaden expertise in core skills fundamental to investment management, including security, market, economic, and portfolio… more
- City of New York (New York, NY)
- …of the resources of plan beneficiaries and the City of New York. The Senior Investment Officer, Risk Management will utilize advance analytics to improve ... portfolio construction with a goal of enhanced alpha generation. The Senior Investment Officer will independently identify and undertake related projects,… more
- Edward Jones (St. Louis, MO)
- …and fiduciary services. We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting ... portfolio that aligns with the client's objectives. The senior portfolio manager will have...portfolio management or related roles that required making investment recommendations relied upon by others. + Expert-level understanding… more
- WTW (Stamford, CT)
- …structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements ... **Description** As a Senior Associate on the Client Consulting team, you...experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management) + Strong… more
- Tompkins Community Bank (Mount Kisco, NY)
- … analytic platforms, such as Bloomberg, Morningstar, and FactSet. + Manage the investment portfolio management process: + Participate in the formulation of ... call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager...+ Follow up on account reviews to ensure proper investment documentation. + Provide supervision to portfolio … more
- Honeywell (CT)
- The Honeywell Senior Portfolio Manager is responsible for developing and optimizing an offering portfolio strategy, with a focus on electrification ... the product portfolio throughout its lifecycle. The Senior Portfolio Manager collaborates closely...executives, to maximize the growth, development, and return on investment of the organization's product portfolio , aiding… 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 ... improving investment results. Primary Responsibilities: + Coach Analysts and Portfolio Managers across US Equity on clear and thoughtful oral and written… more
- Fifth Third Bank, NA (Louisville, KY)
- …+ Solid communication and presentation skills are required for this position. Senior Portfolio Manager LOCATION -- Louisville, Kentucky 40202 ... coordinate portfolio changes. + Mentor more junior Portfolio Managers. + Maintain awareness of new investment... Portfolio Managers. + Maintain awareness of new investment strategies, techniques and products through regular contact with… more
- Commerce Bank (St. Louis, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Senior Portfolio Manager - CTC job and contemplates a wide range ... department + Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate +… more
- Equitable (New York, NY)
- Investment Risk Manager ( 240000IT )...and portfolio construction for our General Account investment portfolio to protect the firm and ... Head of Investment and Credit Risk. The Investment Risk Manager role will offer the...of risk management theory and its applications to the investment portfolio + Execute "special projects" that… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be ... Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services,… more
- BMO Financial Group (Woodstock, IL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... Designations Preferred Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides...Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic… more