- CalSTRS (Sacramento, CA)
- Job Posting: Associate Portfolio Manager , Direct Investments State Teachers' Retirement System JC-462195 - Associate Portfolio Manager , Direct ... Investments Branch is seeking an experienced individual to work as an Associate Portfolio Manager on the Private Equity team. Established in 1988, CalSTRS… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- INVESTMENTS PORTFOLIO MANAGER Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/4781438) Apply INVESTMENTS PORTFOLIO MANAGER Salary ... also manages the investments in the START college savings program. The Investments Portfolio Manager is responsible for investing $2.5 to $5.0 billion of… more
- Tompkins Community Bank (Mount Kisco, NY)
- …implementing investment strategies for Tompkins Financial Advisors (TFA), and managing the portfolio management process in TFA. This role is responsible for managing ... call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager...to the global economies, global markets and monitoring of portfolio holdings. + Be a subject matter expert on… more
- Amazon (New York, NY)
- Description Amazon seeks a Portfolio Manager & Credit Analyst to join Amazon's Investments team, which oversees the active management of $60-70B of fixed income ... portfolios, portfolio risk management, and Amazon's $20B commercial paper program..../ credit / financial risk management Preferred Qualifications - CFA , MBA, or other similar degree - Familiarity with… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Wealth Investment Portfolio Manager in Equity Optimization as part of Wealth & Investment Management ... portfolios with specific goals, benchmarks, and risk tolerances + Conduct portfolio analysis using advanced tools and techniques, maintaining alignment with client… more
- JPMorgan Chase (New York, NY)
- …across corporate bonds, broad markets, municipal bonds, and preferred equity. As a Systematic Portfolio Manager within our dynamic team, you will be involved in ... Python. **Preferred qualifications, capabilities and skills** + Experience with portfolio optimization and managing ETFs + CFA ...with portfolio optimization and managing ETFs + CFA designation is a plus. + Experience executing … more
- JPMorgan Chase (New York, NY)
- …across corporate bonds, broad markets, municipal bonds, and preferred equity. As a Portfolio Manager within the taxable CBP team, you will be responsible ... products, mortgages and tax-aware strategies. JP Morgan Asset Management's Customized Bond Portfolio (CBP) team resides within GFICC and manages more than $160… more
- Highmark Health (Columbus, OH)
- …investment credit sectors and make recommendations for cross sector investments into the portfolio . The incumbent must be aware of the economic and political events ... analytics and execute the implementation of the strategies by the Investment Portfolio Director. Execute trades and investment strategy on a best price/competitive… more
- Coldstream Wealth Management (Mercer Island, WA)
- Job Descriptions: We are looking for a personable Associate Portfolio Manager to join our wealth management team in Mercer Island. The Associate PM will be ... or a related field + FINRA Series 65 + CFA candidate + 5+ years of relevant experience in...proofing skills + Strong verbal and written communication skills Keyword: Associate Portfolio Manager From: Coldstream Wealth… more
- Regions Bank (Hattiesburg, MS)
- …into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for ... a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development investment… more
- Citigroup (New York, NY)
- **Job Description** Reporting to the Head of RRP Governance and Reporting, the Portfolio Manager is a strategic professional responsible for the management of a ... portfolio of projects, programs, and initiatives enabling delivery of...with developing Board and Executive Management team presentations + CFA , CAPM, PMP, and/or MBA are a plus +… more
- Bank of America (San Antonio, TX)
- Portfolio Manager III San Antonio, Texas **Job...hold appropriate credentials such as CPA, CFP and or CFA designation. + A graduate degree such as MBA or ... the firm's the most complex and sophisticated relationships. **Job Description:** The Portfolio Manager is the investment quarterback of the client relationship… 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...forecasts, valuations. + Evaluate and recommend strategic adjustments to portfolio construction to meet client goals. This may encompass… more
- Enterprise Bank & Trust (Clayton, MO)
- …our communities.** **Together, there's no stopping you!** **Job Title:** VP, Portfolio Manager **Job Description:** **Essential Duties and Responsibilities:** + ... as required. **Qualifications:** + A minimum of 5-7 years of experience as Portfolio Manager for individual or institutional investors is required. +… more
- PNC (Philadelphia, PA)
- …have an opportunity to contribute to the company's success. As an Investment Manager / Portfolio Research Specialist - Operational Due Diligence within PNC's Asset ... on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. This position will focus on investment manager operational… more
- US Bank (Milwaukee, WI)
- …from Day One. **Job Description** Responsible for managing a team of portfolio managers which invests assets for high-net worth and ultra-high-net worth individuals, ... dynamic leadership, ensuring accountability for investment and regulatory compliance amongst portfolio managers, and will inspire both fellow employees and clients… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Jr Wealth Investment Portfolio Manager - Option Strategies Group in Managed Solutions as part of Wealth & ... this role, you will:** + Construct and manage optimal portfolio solutions for client accounts across Wealth and Investment...SQL, or MATLAB + Active FINRA Series 65 or CFA + Professional written and verbal communication skills **Job… more
- Morgan Stanley (Minneapolis, MN)
- …or in the office the remaining days of the week. ABOUT THE ROLE Portfolio Manager , Institutional Fixed Income, will have responsibility for the continued ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** * Portfolio Manager - Parametric* **Location:** *Minnesota-Minneapolis* **Requisition… 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 ... Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works closely with other Wealth… 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
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