- Eurofins USA Food Testing (North Platte, NE)
- …network of 900 laboratories in over 50 countries. Eurofins offers a portfolio of over 200,000 analytical methods to evaluate the safety, identity, composition, ... goals and objectives and schedule workflow to optimize laboratory productivity and client satisfaction in a cost-effective manner. . Ability to work a flexible… more
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. We are currently seeking a Client Portfolio Associate to join our team. The Client Portfolio ... performance using FactSet and other tools. + Serve as liaison between Client Portfolio Managers and various departments within the firm to address clients'… more
- Allied Universal (Asheville, NC)
- …discounts, perks and more for most full-time positions! Allied Universal(R) is hiring a Client Portfolio Manager - Healthcare. The Client Portfolio ... Program in accordance with the contractual service delivery model. The Client Portfolio Manager will manage 3 account managers and multiple supervisor that… more
- Allied Universal (Honolulu, HI)
- …perks and more for most full-time positions! Allied Universal(R) is hiring a Client Portfolio Director for the Aviation Division responsible for accounts in ... multiple airports in the Hawaiian islands. The Client Portfolio Director collaborates with the General Manager to oversee employees and operational activities at… more
- Allied Universal (Orange, CA)
- …discounts, perks and more for most full-time positions! Hiring for a Security Client Portfolio Manager Join the world's leading global security company! + ... career growth opportunities Allied Universal is currently seeking a Client Manager to lead a business segment in a...in a designated region. The primary role of the Client Manager is to enhance client experiences,… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Trusts & Estates Client Portfolio Administrator (#3870) We are looking for aTrusts & Estates Client Portfolio Administratorto join our Minneapolis ... will take the lead in organizing and managing key client portfolios. As you work closely with practice group...paper files. - Create and maintain external databases of client documents and information. - Lead the development and… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Portfolio Manager to join our Fixed Income team. In this role, you'll act as a key liaison between portfolio ... income platform + Act as an extension of our portfolio management teams + Deliver a best-in-class client... portfolio management teams + Deliver a best-in-class client experience Key responsibilities include: Support client /prospect… more
- Raymond James Financial, Inc. (Indianapolis, IN)
- …across distribution channels, referrals and other decision makers * Monitor client portfolio performance for under- or out-performance and/or dispersion ... key point of contact for institutional and intermediary clients, monitoring portfolio performance and operational activities while building and maintaining strong… more
- Nuveen Investments (MN)
- ** Client PM, Content** The Client Portfolio Manager, Content collaborates with CPM teammates to write, review and/or edit a range of Nuveen thought ... updates or talking points on current issues or topics relevant to client -facing business partners + Perform editorial-related logistical and project support (eg,… more
- JPMorgan Chase (Columbus, OH)
- …involve supporting our client advisors and promoting sales of our model portfolio offerings. You will collaborate closely with client advisors to ensure ... and drive adoption and investment in our model portfolios. + Ensure all client communications and portfolio recommendations adhere to regulatory requirements and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …subject-matter expert on their products, investment process, market views, and portfolio positioning, serving all applicable constituents downstream in this regard. ... related to overall strategy, product positioning, and marketing campaigns * Assists client service with reporting * Maintains familiarity with peers in each product… more
- CIBC (Chicago, IL)
- …needed; primarily with respect to material changes to negotiated business terms with the client Client Portfolio Maintenance + Work with CIS Relationship ... CIBC's risk culture. Client Sales + Serve as the client 's primary contact/resource/advocate at the Bank for portfolio related issues/reporting/maintenance… more
- City National Bank (Houston, TX)
- …+ Client calls and inquiries: be able to discuss both economic and client portfolio topics: - Introductory and ongoing review calls, build the client ... specified strategy or to provide investment recommendations. + Create and/or review client portfolio review presentations and portfolio risk/return analysis… more
- JPMorgan Chase (New York, NY)
- …and Capabilities:** + 2 years of relevant experience in direct investing or client portfolio management at an Asset Management firm, Wealth Manager, Investment ... architect in the advice of combining strategies within a portfolio (the blending of strategies) according to client... portfolio (the blending of strategies) according to client goals, preferences, liquidity, and risk level + Partner… more
- Fifth Third Bank, NA (Tampa, FL)
- …+ Professional presence ( client -facing). + Experience managing an advanced commercial client portfolio with some degree of complexity. + Ability to partner ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team",...and Participate in business Development calls. + Assess prospective client 's viability for credit. + Define borrowers and guarantors,… more
- Abt Global Inc. (Rockville, MD)
- …In this multi-faceted role, responsibilities and accountabilities are focused on client engagement, portfolio strategy, sales and revenue growth, project ... delivery lines and business development to position, sell, and oversee delivery of client centered innovative solutions within the portfolio . This position is… more
- Morgan Stanley (Pasadena, CA)
- …Wealth Advisors with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate creates a consistent and ... trends and overall economic outlook in order to provide both client and portfolio management support to the team. *DUTIES and RESPONSIBILITIES:* * Portfolio… more
- US Bank (Milwaukee, WI)
- … relationships, minimization of client attrition, and the development of new client relationships. Portfolio Managers are key participants in securing new ... One. **Job Description** Responsible for managing a team of portfolio managers which invests assets for high-net worth and...client business, with senior level Portfolio Managers often managing the most complex and largest… more
- WTW (San Francisco, CA)
- …authority, and manage a diverse team across Product, Delivery, Support and Client Success + ** Portfolio Management:** Oversee the planning, execution, and ... combination of advisory and digital solutions. Our EX digital portfolio is an accelerator to our HWC business success....investments for products such as Embark and Engage) + ** Client & Market Focus:** Gather feedback directly through consistent… more
- Neuberger Berman (New York, NY)
- …produce thoughtful and accurate client materials, including standard and custom client reports, client portfolio review presentations and commentaries + ... statistics and financial markets data + Experience with building custom client portfolio review presentations + Advanced Excel and PowerPoint skills required,… more
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