- Thrivent Financial (Cottage Grove, MN)
- …our asset management business, ranging from investment proposals, application & service paperwork, client portfolio analytics, and trade execution. This ... trades + Implement model portfolio changes across client accounts + Administer periodic investment and...financial planning & product applications + Complete or delegate client service requests as received + Assist… more
- Citigroup (New York, NY)
- … investment team, with responsibilities related to both investment management and client service functions. The portfolio manager will be located with ... strategy, portfolio performance and market developments + Coordinate with client service and fiduciary oversight internal partners + Daily portfolio… more
- Enterprise Bank & Trust (Clayton, MO)
- …and other communications as needed or appropriate. Provide expert investment management service and advice to the client in conjunction with the client ... strategies. + Assist the relationship team in providing an exceptional level of client service and responsiveness based on the needs and expectations of… more
- T. Rowe Price (Baltimore, MD)
- …investment and asset allocation knowledge with excellent communication skills and a client service orientation. ROLE SUMMARY As a technical expert, guides ... behalf of clients and internal stakeholders. Exemplifies best practices for portfolio construction and determining investment solutions, collaborating with… more
- PNC (Philadelphia, PA)
- …diligence research, monitoring and analytical activities for a variety of complex investment portfolio disciplines. Serves as subject matter resource for ... and have an opportunity to contribute to the company's success. As an Investment Manager/ Portfolio Research Specialist - Operational Due Diligence within PNC's… more
- Honeywell (Morris Plains, NJ)
- …/ compliance (eg quarterly portfolio guideline compliance reports, review external investment service providers, etc.); and client communications (eg ... Investment Portfolio Manager for Honeywell Capital Management LLC (Morris Plains, NJ) RESPONSIBILITIES: Fixed income investment portfolio management,… more
- US Bank (Milwaukee, WI)
- …and strategies of the company and/or the client . Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. ... client services skills + Ability to effectively present investment strategies to clients + Ability to make critical...with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open… more
- TD Bank (Hartford, CT)
- …to proactively introduce new investment ideas and solutions to enhance the client 's portfolio + Monitors client portfolios and recommends / implements ... this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Investment Advisor partners with Relationship Manager to provide comprehensive… more
- CBRE (New York, NY)
- Associate, Client Care - CBRE Investment Management Job ID 176731 Posted 26-Aug-2024 Service line REI Segment Role type Full-time Areas of Interest ... works on a group of funds/mandates working alongside the portfolio teams and the client solutions teams...both verbal and written + Experience working within a Client Care/Business Development/product specialist function in an investment… more
- CIBC (Houston, TX)
- …Plaza **Employment Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Client Service , Customer Experience (CX), Investment Portfolios, ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As the Client Investment Analyst, you will primarily be responsible for… more
- Janus Henderson Investors (Denver, CO)
- …economics or equivalent work experience required + Significant equity or fixed income investment experience as a client portfolio manager, research analyst, ... external clients. + Engage with Portfolio Managers to ensure that investment strategy aligns with client expectations and guidelines across market… more
- T. Rowe Price (Baltimore, MD)
- …skills with ability to interact well with portfolio managers, other investment professionals, sales and client service professionals, and institutional ... gathering and retention of assets under management by working closely with insurance sales, client service , portfolio management and portfolio specialist… more
- Bank of America (New York, NY)
- …and allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + ... such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...include providing operational support and quality client service through offering a full range of investment… more
- Vanguard (Malvern, PA)
- … service of enabling Vanguard's clients. Summary As the Senior Fixed Income Client Portfolio and Product Manager you will be responsible for representing our ... collaborative business partner to critical stakeholders across the organization including investment leaders, portfolio managers, sales executives, and members… more
- Bank of America (Towson, MD)
- …and allocation updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + ... such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and...include providing operational support and quality client service through offering a full range of investment… more
- PNC (Philadelphia, PA)
- …with model portfolio development for PNC AMG along with corresponding investment risk appetite. Develops and manages innovative client solutions for both ... models, third party data and/or tools to develop and execute investment and portfolio strategies to provide client solutions and insight into portfolio … more
- Truist (Dallas, TX)
- …new clients into a collaborative and on-going portfolio management and client communication cycle. 7. Based on investment reviews with HNW clients, ... portfolio management decisions * Is able to communicate investment and economic concepts in a client -centric...solve, and deliver to clients the highest level of client service . * Is intensely focused on… more
- Morgan Stanley (Purchase, NY)
- … updates * * Prepare portfolio allocation and performance reports for client investment committee presentations *Knowledge and skills * * 5-10 years of ... Morgan Stanley Financial Advisors across all channels to offer portfolio management services to family office clients of Morgan...Morgan Stanley Wealth Management. *Responsibilities * * Serve as Investment Officer to build and manage client … more
- Vanguard (Malvern, PA)
- …+ Serves as the key risk partner, provides risk oversight and guidance for Global Investment Service and Operations across US, Europe, and Australia. + Leads and ... client assets, and stewarding a strong risk culture. Investment and Finance Risk is a group of over...implements, and leads the risk management program for Global Investment Service and Operations, applying risk management… more
- BlackRock (New York, NY)
- …& Qualifications** + 8+ years of financial services experience, preferably in a client service /business development role; CFA/CAIA/MBA a plus + Ability to ... within BlackRock's Multi-Asset Strategies & Solutions (MASS) business, the investment group at the heart of BlackRock's portfolio...management and technology and is trusted with $500B in client assets as of December 2023. We are a… more