- Fifth Third Bank, NA (Louisville, KY)
- …any such payment based upon company, line of business and/or individual performance. Senior Portfolio Manager - Government & Institutional Banking Total Base ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the...( client -facing). + Experience managing an advanced commercial client portfolio with a great deal of… 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
- US Bank (Orlando, FL)
- …and investment strategy development. The relationship manager works closely with client service and portfolio management team to retain and grow existing ... & the Southeast. This individual will be charged with leading and strengthening client engagements. The relationship manager will establish and maintain … more
- Citigroup (New York, NY)
- …first line of defense Underwriting (Credit Officer CO designation) including assessment of portfolio risk, liquidity of client positions, and credit limits, as ... **Citi Commercial Bank - Institutional Credit Management Counterparty Credit Risk - Funds...appropriately represented in the closing documents + Conduct periodic client calls on all portfolio clients and… more
- HD Supply (Indianapolis, IN)
- …exceed total sales and margin plan using a company designated customer relationship manager tool. + Focuses on new account opportunities by utilizing effective cold ... and a deep understanding of specialized services to effectively cater to client accounts. + Utilizes Salesforce reporting and data analysis to identify opportunities… 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 ... Principal's global fixed income platform + Act as an extension of our portfolio management teams + Deliver a best-in-class client experience Key responsibilities… 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
- 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
- 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 (New York, NY)
- …experienced investment professionals, they have extensive cross-asset class and market knowledge. As Portfolio Manager , the candidate will be expected to drive ... billion in assets under supervision. They bring deep expertise to institutional clients around investment governance, investment policy, portfolio construction,… more
- Morgan Stanley (Minneapolis, MN)
- …remotely or in the office the remaining days of the week. ABOUT THE ROLE Portfolio Manager , Institutional Fixed Income, will have responsibility for the ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** * Portfolio Manager - Parametric* **Location:** *Minnesota-Minneapolis* **Requisition… 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
- 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
- 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
- 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
- BlackRock (San Francisco, CA)
- …banks, sovereign wealth funds and other institutional investors. We are seeking a portfolio manager to complement our Core PM team. SAE Core PM team members ... **About this role** **Systematic Active Equity (SAE) Core PM Portfolio Manager | Associate / VP |...quantitative equity investment group with BlackRock. We invest our client assets (approximately $150bn) using quantitative insights captured in… more
- Regions Bank (Hattiesburg, MS)
- …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
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