- Oracle (Boise, ID)
- …contracts are accurately captured and recorded Oversee and maintain master portfolio capacity model and ensure adequate controls are implemented, including ... business meeting content build outs Problem solving and providing input and support to manager to unblock on business and project critical needs Must be able to work… more
- Sedgwick (Austin, TX)
- …to optimize performance Ability to meet or exceed Performance Competencies CFA Project Manager Summary Overview/Expectations The Client Facing Applications ... ( CFA ) project manager serves as the primary liaison between project stakeholders...and documentation are current in Change Point and in CFA Project Portfolio SharePoint site. Ensure all… more
- BlackRock (New York, NY)
- …in private markets. This individual will work closely with private credit portfolio managers and senior risk managers to provide investment risk oversight of ... various private credit portfolios. They will lead various market and portfolio analyses, employing superior influencing skills to help inform the investment process… more
- Truist (Tampa, FL)
- …years investment experience, which should include experience as an investment advisor, portfolio manager , or other investment-related activities with a focus on ... States of America) Please review the following job description: The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver… more
- TD Bank (Manchester, NH)
- …this role. Line of Business: TD Wealth Job Description: The Institutional Relationship Manager II (IRM) is a sales development role, which focuses on increasing ... with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the central point of contact...for our most complex clients Identifies opportunities within your portfolio and network to refer business to Retail and… more
- Truist (Charlotte, NC)
- …treasury experience. Five years of experience in capital markets, eg trading/ portfolio management position or closely related work experience. Experience in ... liquidity, capital, and interest rate risk concepts as they apply to funding portfolio . General understanding of regulatory, accounting, and tax rules as it relates… more
- Columbia Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Newport Beach, California Phoenix, Arizona Description About Us: At Columbia, we create a ... and executive level professionals. Proven business development, relationship and portfolio management, private banking, and wealth management skills. Intermediate… more
- Deloitte (New York, NY)
- …needs of large portfolios of fixed income investments. Work You'll Do As a Manager in this group, you will manage relationships, ensure timely reporting of milestone ... Attorney Enrolled Agent Certifications: Project Management Professional (PMP) Chartered Financial Advisor ( CFA ) Ability to travel up to 25%, on average, based on the… more
- Truist (Orlando, FL)
- …management of a profitable loan, deposit, fee income, and non-interest income portfolio from mid-sized law firms through the development and retention of long ... and interpersonal communication skills Strong Microsoft Office skills Preferred Qualifications CFA , CIMA,, CTP or similar designation. MBA or other advanced… more
- US Bank (Hackensack, NJ)
- …knowledge of Advent applications preferred Thorough knowledge and understanding of portfolio accounting and the investment management industry Excellent verbal and ... skills Proven team-oriented, leadership and organizational skills CPA or CFA certification preferred Location expectations This role requires working from… more
- Pilot Company (Knoxville, TN)
- …oil operations in our nation's busiest basins. Pilot Company supports a growing portfolio of brands with expertise in supply chain and retail operations, logistics ... related field required Master's degree, or professional certifications such as CFA (Chartered Financial Analyst), ASA (Accredited Senior Appraiser), ABV (Accredited… more
- BrandSafway (Atlanta, GA)
- …a world-class, modernized Internal Audit function. Key Responsibilities: Oversee a portfolio of assigned audits and delivery of findings/ recommendations for Finance ... or Business Administration) is preferred. A Master's degree is a plus. CPA/CA, CIA, CFA , CISA or other professional certification is a plus. Minimum of 4 years in… more
- Truist (Atlanta, GA)
- …portfolio analysis, and actionable IAG portfolio ideas. Work alongside portfolio construction and manager due diligence teammates to conduct qualitative ... capital market forecasts, strategic and tactical asset allocation guidance/management and portfolio construction solutions that supports $300 Billion of assets under… more
- MUFG (New York, NY)
- …Assessing borrower capital structures In this role, you will support the senior Portfolio Manager in the assessment of risk factors associated with each ... We're looking for an Associate to join our growing Portfolio Management Group (PMG), focusing on credit coverage for...in Finance, Accounting, Business or Economics (working towards a CFA a plus). Compensation & Benefits: The typical base… more
- Truist (Sarasota, FL)
- …of America) Please review the following job description: Serve as primary relationship manager for a portfolio of financially complex client relationships within ... from time to time. Serve as the primary relationship manager for a portfolio of mass affluent...rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. ( CFA ), Accredited Asset Management Specialist AAMS , Certified Trust… more
- Bank of America (San Antonio, TX)
- …an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key ... Monitors, analyzes, and reviews the current market environment and research portfolio recommendations Monitors and manages client portfolios to align with client… more
- GE Aerospace (Norwalk, CT)
- …relative to benchmarks, peers, and stated objectives. Conduct regular one-on-one manager update meetings to monitor portfolio positioning, themes, and ... Lead initial due diligence on potential investment opportunities and present manager recommendations. Analyze overall portfolio performance and support… more
- PNC (Cleveland, OH)
- …a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment visas or participate ... will Monitor and analyze investment risks and exposures for 23-person portfolio management team. Complete investment quantitative analysis and develop tools to… more
- UMB Bank (Salt Lake City, UT)
- …Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact ... managing a book of business and building client relationships. Partners with UMB Portfolio Management and Research to fully understand market narrative, manager … more
- Bank of America (Chicago, IL)
- …and real asset solutions available on the Alternative Investments platform to Portfolio Managers within Bank of America Private Bank. The position will also ... and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds,… more
Related Job Searches:
CFA,
Institutional Portfolio Manager CFA,
Investment Portfolio Manager CFA,
Manager,
Portfolio,
Portfolio Manager