- Unknown (New York, NY)
- …Associate plays a pivotal role in supporting overall business performance and driving growth across the clients diverse investment portfolio .andlt;/pandgt; ... Portfolio Operations Associate will work closely with both the investment team and the portfolio companies. Their responsibilities will include… more
- Unknown (New York, NY)
- …to opportunities. The Vice President will be instrumental in enhancing the clients investment portfolio , contributing to the overall growth and success of the ... the Vice President will utilize their extensive network to uncover investment opportunities and cultivate strong partnerships. The ideal candidate should have… more
- Unknown (New York, NY)
- …will play a key role in supporting the day-to-day operations of the investment portfolio . This involves maintaining and updating financial models, preparing and ... client is seeking a dynamic individual to join their team as an Associate, Portfolio Operations. The position is part of a dedicated team responsible for managing… more
- Unknown (New York, NY)
- …skills are essential, as the candidate will need to distill complex information into actionable insights for the client's investment portfolio .andlt;/pandgt; ... andlt;pandgt;The client is seeking a Vice President for their Investment Research team in a lower middle-market private equity firm located in the Greater New York… more
- Unknown (Houston, TX)
- …and foster long-term strategic partnerships that enhance the client's investment portfolio .andlt;/pandgt; andlt;pandgt;Candidates for this position should ... initiatives that drive growth and value creation for the client's portfolio companies. This position requires identifying and evaluating potential investment… more
- ff Venture Capital (New York, NY)
- …data across our internal systems and databases - Conduct analysis to support investment decision-making and portfolio management - Identify patterns and insights ... from data to inform firm strategy - Help improve data quality and integrity across platforms - Support ad-hoc research and analytical projects as needed **What Sets You Apart** - You're meticulous and take pride in producing accurate, high-quality work - You… more
- Unknown (Denver, CO)
- andlt;pandgt;**Job Title:** Associate, Portfolio Operationsandlt;/pandgt; andlt;pandgt;**Location:** United Statesandlt;/pandgt; andlt;pandgt;**Overview:** A private ... packaged goods (CPG) is seeking an Associate for their Portfolio Operations team. The client is looking for someone...should have 2-4 years of relevant experience in consulting, investment banking, or private equity. Strong analytical skills and… more
- Unknown (Dallas, TX)
- …client, a middle-market private equity firm, is on the lookout for a Portfolio Operations Associate to enhance value creation within their portfolio companies. ... This crucial role involves collaborating with the clients investment team to execute strategic initiatives that drive operational improvements and enhance overall… more
- Charles Schwab (Roanoke, TX)
- …Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service ... financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate. Role requires expert-level comprehensive financial… more
- Unknown (Easton, PA)
- …with alumni, parents, and friends, and to drive philanthropic investment in the client's mission and future.andlt;/pandgt; andlt;pandgt;The Senior Director ... key contributors.andlt;/pandgt; andlt;pandgt;The position also requires maintaining a personal portfolio of high-capacity prospects, which is crucial for driving… more
- Wells Fargo (Charlotte, NC)
- … Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis ... risk reports for Sr. Management. **Required Qualifications:** + 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a… more
- Capital One (Mclean, VA)
- Senior Associate, Treasury Investment Portfolio Management/ Short-term Funding & Investments This position in Capital One's Treasury Investment Portfolio ... technology partners + Support process, risk, and governance activities for the Investment Portfolio **Basic Qualifications:** + Bachelor's degree or military… more
- Regions Bank (Atlanta, GA)
- …Equivalent + Five (5) years applicable knowledge or experience in investment / portfolio management, brokerage, finance, or equivalent **Preferences** + Bachelor's ... careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- Description We are looking for an experienced Investment / Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will ... field; advanced certifications are highly desirable. * Strong expertise in investment management theory, financial principles, portfolio strategies, and market… more
- Capital One (Mclean, VA)
- Principal Associate, Quantitative Analysis - Investment Portfolio Team At Capital One data is at the center of everything we do. As a startup, we disrupted the ... possess:** + Deep understanding of quantitative modeling in relation to finance and investment portfolio modeling principles. + Extensive experience in Python or… more
- Huntington National Bank (Naples, FL)
- …Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large ... and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to...objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... duties and responsibilities as assigned. **Knowledge of** + Software necessary for portfolio analysis. + Investment concepts, practices and procedures used in… more
- Metro Nashville Government (Nashville, TN)
- Investment Officer (Investments Portfolio Manager) Print (https://www.governmentjobs.com/careers/nashville/jobs/newprint/5160847) Apply Investment Officer ... allocation of portfolio . + Constructing and designing portfolios. + Manages investment contracts and compliance. + Analyzing securities. + Hedging portfolio ,… more
- Lightsource bp (Austin, TX)
- …in the US to support our expanding portfolio . **The Role** As a **US Portfolio Investment Manager / Senior Portfolio Investment Manager** , you ... we're looking for _your_ expertise to help us grow our US portfolio . **About the Investment Management Team** Our ** Investment Management (IM) Team** acts as… more
- T. Rowe Price (Baltimore, MD)
- …and make a difference in ways that matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading ... purpose of the Lead PIA is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account's investment … more
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