- US Bank (Los Angeles, CA)
- …analysis, investment policy documentation, and investment strategy development. The relationship manager works closely with client service and portfolio ... One. **Job Description** USBAM is currently seeking a Relationship Manager to serve as the key point of contact...portfolio management, sales, marketing, or relationship management with institutional clients + FINRA series 7 and 63 licensed… more
- Morgan Stanley (Potomac, MD)
- *POSITION SUMMARY* The Institutional Consulting Analyst is an integral member of the Graystone Team. This role participates in overall business development of ... / Asset Allocation proposals, designing tailored reporting for new and existing institutional clients, and creating and executing marketing strategies to attract new… more
- Citigroup (New York, NY)
- **Citi Commercial Bank - Institutional Credit Management Counterparty Credit Risk - Funds Underwriting Credit Officer, Asset Management Companies, VP** ... companies with annual revenue generally from $100 million to $3 billion. Institutional Credit Management (ICM) is a critical component of Citi's First Line… 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 ... of knowledge. + Negotiates sales across a wide product and services portfolio , engaging the appropriate internal contacts, as directed, to ensure contract… more
- Wellington (Boston, MA)
- …its book of business. The team is seeking a Fixed Income (FI) Credit Portfolio Manager (PM) to develop and execute investment strategies that drive performance ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...and client objectives that exist for these mandates. This Portfolio Manager will also be a strategic… 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...million acres worldwide for pension funds, foundations, and other institutional investors. As part of the Alternatives platform within… 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
- 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
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** EPOCH LLC **Job Description:** The Portfolio Manager , Fixed Income conducts in-depth valuations of US and Global ... investment grade corporations. This role contributes to the implementation of portfolio strategy and structure for all mandates based on deep knowledge of … more
- Raymond James Financial, Inc. (Indianapolis, IN)
- …Asset Management, including acting as a key point of contact for institutional and intermediary clients, monitoring portfolio performance and operational ... directly covering a subset of clients * Engage the portfolio management teams within the sales planning process and...offerings * Assist in marketing products to retail and institutional constituencies as needed * Perform other duties and… more
- Zions Bancorporation (Las Vegas, NV)
- …bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located in Las ... reports up to the Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client...support client investment portfolios for high-net worth individual and institutional clients. + Ensure client portfolios are aligned with… 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 experience...credentials or progress towards obtaining additional credentials; preferably, a CFA or MBA + Deep knowledge across fixed income… more
- JPMorgan Chase (New York, NY)
- …or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank, or Institutional Investor (eg Sovereign Wealth Fund, Endowment) ... trusts and estates, loans, mortgages and deposits. As a Portfolio Strategist on the the Portfolio Advisory...highly confidential information Preferred Qualifications, Skills and Capabilities: + CFA or desire to achieve CFA highly… more
- T. Rowe Price (Baltimore, MD)
- …Price's investment portfolios. The portfolio analyst leverages the time of both the portfolio manager and portfolio specialist, and any other senior or ... characteristics, portfolio construction and positioning to support the needs of the portfolio manager or portfolio specialist. Research conducted by the … more
- Citigroup (Irving, TX)
- …documentation, risk identification, management, monitoring, administration, and stress testing. The ICM Portfolio Manager (PM) will help manage risk appetite and ... Institutional Credit Management (ICM) works closely with our...edge analysis on wholesale credit. In this role, the Portfolio Manager will be responsible for coordinating… more
- Wellington (Boston, MA)
- …the Research portfolios and helping investors use quantitative tools to inform their portfolio construction and investment processes. The Risk Manager should be ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...our clients. **About the Role** **THE POSITION** The Risk Manager , Fixed Income (Risk Manager ) position is… more
- TD Bank (New York, NY)
- …you more specific details for this role. **Job Description:** A Relationship Manager within the Global Institutional Relationship Management team serves as ... a focal point for a group of institutional clients. They take an initiative-taking and innovative approach...client's dedicated team of portfolio managers, client portfolio managers, client service manager , and when… more
- JPMorgan Chase (New York, NY)
- …important clients of JP Morgan as well as partner with colleagues in Institutional Sales and Client Portfolio Management to form an integrated client ... day management of over 1800 Asset Management clients across the Institutional , Sub Advisory, and Alternatives client businesses. Responsible for developing,… more
- JPMorgan Chase (New York, NY)
- …Tableau + Post graduate degree or additional certifications ie Chartered Financial Analyst ( CFA ), Financial Risk Manager (FRM) JPMorganChase, one of the oldest ... (AM) business covering the broad spectrum of risks inherent in the global institutional businesses. **Job summary** As an Associate in Asset Management Risk within… more
- Wellington (Boston, MA)
- …markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of ... outcomes. In a newly created role for Wellington Management, the Stewardship Manager will plan, manage and coordinate the execution of investment engagement… more
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