- 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
- 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 (New York, NY)
- …paced, complex agenda. Preferred qualifications, capabilities, and skills: + Prior experience as a Portfolio Manager is ideal + CFA is preferred + Certified ... estates, loans, mortgages and deposits. Asa Product Owner for Portfolio Manager Toolkit, you will be an...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… 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
- 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
- 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
- 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)
- …about T. Rowe Price's investment portfolios. The PA leverages the time of both the portfolio manager and portfolio specialist, and any other senior or lead ... 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)
- …for this role. **Line of Business:** EPOCH LLC **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
- Fifth Third Bank, NA (Cincinnati, OH)
- …one of the following departmental functions: Asset/Liability, Funding/Liquidity, Investment Portfolio , or Structured Finance. Responsible and accountable for risk by ... reporting, strategic planning and monitoring of an optimal debt portfolio . + Provides advice to management throughout the bank...degree in Finance or Economics required. Advanced degree or CFA preferred. + Typically requires 7 - 10 years… 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
- JPMorgan Chase (New York, NY)
- …into asset class and fund positioning communications + Working knowledge of portfolio construction and strategic asset allocation for institutional investors, ... JP Morgan Asset Management, a leading global alternatives manager , offers innovative solutions backed by vast resources...Our Real Estate Debt team, with a dedicated $10bn portfolio , plays a pivotal role in client acquisition and… more
- Honeywell (Charlotte, NC)
- …its valuation, while establishing credibility and relationships with over 1,000 institutional shareowners, portfolio managers, buy and sell side research ... and thousands of financial institutions around the world. As an Investor Relations Manager at Honeywell, you will play a pivotal role in maintaining and enhancing… more
- University of Washington (Seattle, WA)
- …Strategy * Policy, Planning & State Operations * University Business Services * Institutional Data & Analysis The Senior Associate Treasurer for Debt Management and ... and an understanding of related systems. As the senior manager over these areas, this individual must effectively collaborate...this position include managing the $2.5 billion external debt portfolio and $2.0 billion internal loan portfolio … more
- Bausch Health (Bridgewater, NJ)
- …that develops, manufactures, and markets a differentiated product portfolio across multiple high-growth therapeutic areas including Gastroenterology, Generics, ... Health has an exciting opportunity for an Investor Relations Manager to join our dynamic team! As a ...relationships and communications with research analysts, debt holders, and institutional investors. + Conduct analysis and research in support… more
- Scotiabank (New York, NY)
- Senior Manager , First Line Operational Risk, New Business Initiatives and RCSA **Requisition ID:** 209482 **Salary Range:** 110,700.00 - 211,800.00 _Please note that ... include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives,… more
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