- US Bank (Seattle, WA)
- …discover what you excel at-all from Day One. **Job Description** The Institutional Client Group (ICG) Sr. Relationship Manager (RM) manages and grows a large ... and complex portfolio of small to mid-Cap companies in the Washington...and expanding existing customer relationships. Works closely with the portfolio management team to manage loan and portfolio… more
- City National Bank (New York, NY)
- *RELATIONSHIP MANAGER -NONPROFIT & INSTITUTIONAL BANKING* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- PNC (Houston, TX)
- …to the company's success. As a Senior Retirement Plan Advisor within PNC's Institutional Asset Management organization, you will be based in Houston, TX, Austin, TX ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. In this position, you will deliver FIS (Fiduciary Investment Services)… more
- Janus Henderson Investors (Denver, CO)
- …have skills + Experience as an analyst, portfolio manager , trader, or client portfolio manager in the securitized or structured credit markets + ... plan goals and targets to internal stakeholders + Represent and advocate for the Portfolio Managers both within the organisation and with the external client … 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 that ... Americas sales executives on sales and revenue generation and/or client relationship management for larger/more complex accounts. Responsibilities include developing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …across distribution channels, referrals and other decision makers * Monitor client portfolio performance for under- or out-performance and/or dispersion ... directly covering a subset of clients * Engage the portfolio management teams within the sales planning process and...focusing on new business development as well as deepening client relationships * Participate in initiatives within the department… more
- WTW (Philadelphia, PA)
- …with the US Head of Delegated Portfolio Management to manage multi-asset OCIO client portfolios and multi- manager asset class solutions. Your role will be to ... opportunity to meet their long-term investment goals. As a Portfolio Manager , you will help drive the...client audiences + Coordinate and liaise with Global Portfolio Management Group and Client teams to… 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...forecasts, valuations. + Evaluate and recommend strategic adjustments to portfolio construction to meet client goals. This… more
- Truist (Charlotte, NC)
- …authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead. + Mentors and coaches Analysts, Associates, and ... credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Supplements analysis… more
- Wellington (Boston, MA)
- …the unique considerations and client objectives that exist for these mandates. This Portfolio Manager will also be a strategic thought partner on the IG ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...The team is seeking a Fixed Income (FI) Credit Portfolio Manager (PM) to develop and execute… 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 ... 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
- 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
- SMBC (New York, NY)
- …flexibility to respond on a timely basis to regulatory, market, infrastructure, and client change. The Transformation Portfolio Manager (Data Management) ... benefits to its employees. **Role Description** The Executive Director, Transformation Portfolio Manager (Data Management) partners with the divisional business… 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
- Zions Bancorporation (Las Vegas, NV)
- …NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works closely with other Wealth ... the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This...client investment portfolios for high-net worth individual and institutional clients. + Ensure client portfolios are… 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
- M&T Bank (Buffalo, NY)
- …across various levels in the organization on our Strategic Enterprise Initiative Portfolio of highly complex business initiatives with high attention to detail and ... deliver outcomes; + Responsible for sharing and leveraging deep institutional and/or industry knowledge, business processes/workflows, products, and technologies to… more
- JPMorgan Chase (Newark, DE)
- …while supporting senior stakeholders? The HR Controls team is looking for a lead control manager to support HR Hire and Onboarding Portfolio . As a HR Lead ... Control Manager - Hire and Onboarding Portfolio on our HR Controls Team, you will be responsible for the control framework, working in partnership with key… more
- US Bank (Denver, CO)
- …Description** The Portfolio Manager partners with assigned Relationship Manager (s) to successfully manage Institutional Client Group (ICG) credit ... all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing relationships,… more
- SMBC (Charlotte, NC)
- … of benefits to its employees. **Role Description** The Data Project / Portfolio Manager will lead data-driven initiatives and oversee the strategic alignment ... its corporate, institutional , and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
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