- PNC (Philadelphia, PA)
- …to contribute to the company's success. As a Client Portfolio Associate within the PNC Asset Management Group's Fixed Income organization, you will be ... skills * Python exposure or experience **Job Description** + Assists senior Client Portfolio Management team and investment team members to serve clients by… more
- T. Rowe Price (Baltimore, MD)
- …represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client ... the senior or lead portfolio analyst and/or portfolio specialist, either to anticipate client concerns...Progress towards or has CFA and/or Master's degree + Fixed Income investment experience + Some institutional and/or intermediary… more
- Neuberger Berman (Chicago, IL)
- …functions as a central hub, partnering with various stakeholders such as portfolio managers, product specialists, compliance, marketing, client coverage, and ... We are seeking a Product Marketing Associate to join our Investment Communications Team (ICT)...will collaborate closely with investment teams on materials for client engagements and be responsible for the content creation… more
- T. Rowe Price (Baltimore, MD)
- …Projects: + Perform ad-hoc data and quantitative analyses in response to requests from fixed income portfolio managers and risk team members. + Collaborate with ... grow your career with us. The Senior Risk Manager, Fixed Income Risk position is a key member within...is also essential to maintain and enhance infrastructure for portfolio risk oversight. Additionally, the Senior Risk Manager will… more
- Wellington (Boston, MA)
- …recruit a candidate to join Wellington's Early Career Investor Program as a Research Associate on our Leveraged Credit Research team in Boston. The team follows a ... fundamental approach to investing and analysts works alongside portfolio managers to invest on a variety of horizons. This individual will work as part of a highly… more
- T. Rowe Price (New York, NY)
- …retention of assets under management by working closely with insurance sales, client service, portfolio management and portfolio specialist professionals. ... with us. POSITION PURPOSE: The primary role of the Fixed Income Investment Specialist (IS) - Insurance Solutions is...insurance portfolio managers in designing custom insurance portfolio solutions. 4. Support the servicing of client… more
- Stanford University (Stanford, CA)
- Project Manager (2-Year Fixed Term) **Institutional Research & Decision Support, Stanford, California, United States** **New** Project Management Post Date 5 days ... ago Requisition # 105542 **_This is a 2-year fixed term position._** **To be considered, please submit a...dashboards, and reports. We pride ourselves on our exceptional client relationships, our ability to clearly communicate with and… more
- Aristotle Capital Management (Newport Beach, CA)
- …focused on research, investment management and client success. We are currently seeking a Client Portfolio Associate to join our team. The Client ... analysis of performance using FactSet and other tools. + Serve as liaison between Client Portfolio Managers and various departments within the firm to address… more
- Neuberger Berman (New York, NY)
- **Summary** : The Associate Portfolio Manager and Trader will be joining the Short Duration Investment Grade team. The team manages over $12 billion across ... modelling and trade execution across a wide variety of fixed -income asset classes, including investing new money, portfolio...as well as collateral documents and RFPs + Keep Client Portfolio Managers abreast of investment strategies,… more
- BlackRock (San Francisco, CA)
- …each portfolio 's exposures and positions, and serving as the client 's go-to resource for understanding current market liquidity conditions, active portfolio ... a full scale plan merger. We deliver a modern approach to project management, portfolio risk management and trade execution to help clients reduce costs and minimize… more
- BlackRock (San Francisco, CA)
- …for managing the portfolio implementation of a large number of Equity, Fixed Income, and multi asset fund of funds for Defined Benefit and Defined Contribution ... be doing?** + Performing daily fund management tasks, including handling client contributions and redemptions, portfolio rebalancing, ensuring that portfolios… 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 ... + Serve as an architect in the advice of combining strategies within a portfolio (the blending of strategies) according to client goals, preferences, liquidity,… more
- Morgan Stanley (West Conshohocken, PA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** * Portfolio Specialist - Hedge Fund Solutions - Associate * ... a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …experience in the securities industry to assist in the utilization of a Portfolio Management System and Brokerage Accounting system to provide clients and internal ... pricing, corporate action information and performance reporting. Deliver superior client service through accuracy, timeliness and consistency. Enter data, review… more
- Neuberger Berman (New York, NY)
- …and portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service, Marketing, RFP, Technology and Legal Teams to ... The Client Reporting & Analytics Associate will...accurate client materials, including standard and custom client reports, client portfolio review… more
- Nuveen Investments (Chicago, IL)
- …**_Qualifications_** **Required** + 2+ years of investment management, investor relations, client portfolio management or investment-related client service ... The Associate , Private Placements Client Service and...**Preferred** + 3+ years of investment management, investor relations, client portfolio management or investment-related client… more
- Aristotle Capital Management (Newport Beach, CA)
- …majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory ... research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate , … more
- BlackRock (Atlanta, GA)
- …one of BlackRock's fastest growing areas, you will have the technical and client -facing skillset to work on the complete investment lifecycle - leveraging cutting ... business, connecting multiple partner teams to deliver a cohesive client experience o Own relationships with client ...and senior stakeholders (eg, Head of Risk, Head of Fixed Income desk, Head of Compliance, Head of Platform… more
- Tompkins Community Bank (Mount Kisco, NY)
- …and take ownership of conversations with clients to ensure understanding of their portfolio 's performance. + Participate in client meetings, upon request, to ... expert on all asset classes, including global equities and fixed income investments. Have a deep understanding of the...Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio … more
- Neuberger Berman (New York, NY)
- **Summary:** Join Neuberger Berman Private Wealth as a Client Associate . You will provide essential operational support to a seasoned Wealth Advisor Team at ... Berman Private Wealth. The role aims to enhance the client experience by assisting with the service, maintenance, and...needs. + Serve as a liaison among Wealth Advisors, Portfolio Managers, Operations, and clients. + Start the new… more