- Heritage Bank (Bellevue, WA)
- …range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing ... a portfolio of business and corresponding relationships; seeking new accounts...advisor. Evaluate the overall resources and capabilities of the client /prospect's business, considering current industry dynamic, financial and operational… more
- Heritage Bank (Portland, OR)
- …annual The Role at a Glance: Participates in the evaluation of the bank's asset quality, assessing adherence with lending and portfolio policy, loan approvals, ... for the independent review and objective appraisals of the Bank's loan portfolio and related risk management activities to ensure that acceptable credit standards… more
- Larson Wealth Partners, LLC (Indianapolis, IN)
- …Series 24 or prior supervisory experience What We Offer Direct impact on portfolio implementation and client outcomes. Exposure to complex investment strategies ... of day-to-day execution across equities and derivatives. This role blends portfolio implementation, options overlays, and tactical trading inside a growing… more
- Vanguard (Malvern, PA)
- Multi - Asset Client Portfolio Manager Are you ready to expand your impact in one of the most dynamic and strategic areas of the investment industry? ... Vanguard is seeking a Multi - Asset Client Portfolio Manager (CPM) to join our growing team in support of our range of multi - asset solutions,… more
- BlackRock (San Francisco, CA)
- …2-4 years investment or asset management experience + Prefer relevant client facing and/or portfolio construction experience + Combination of investment, ... role will be a key member of the BlackRock Multi - Asset Strategies & Solutions - Custom Models...- Custom Models Solutions team. The team works alongside Portfolio Managers and focuses on commercializing model portfolios for… more
- T. Rowe Price (Baltimore, MD)
- …investment solutions and a broad range of equity, fixed income, and multi - asset capabilities to individuals, advisors, institutions, and retirement plan ... primary 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
- T. Rowe Price (Baltimore, MD)
- …investment solutions and a broad range of equity, fixed income, and multi - asset capabilities to individuals, advisors, institutions, and retirement plan ... thrive in an evolving world. As a premier global asset management organization with more than 85 years of...ways that matter to you . Role Summary This Portfolio Investment Analyst (PIA) resides within the TRPIM Investment… more
- Vanguard (Malvern, PA)
- …most dynamic and strategic areas of the investment industry? Vanguard is seeking a Multi - Asset Investment Product Specialist to join our growing team in support ... of our range of multi - asset solutions, including our industry leading Target...to our Target Retirement Funds, LifeStrategy Funds, and model portfolio offer. Leverage cross-functional teams as required. Prepare strategic… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 10 **The Team:** The Multi - Asset Index Management team oversees a diverse portfolio of high-profile indices ... under your management. This role is part of the Multi - Asset team which manages a wide array...the department and across various departments, particularly Product Management, Client Coverage, Index Services, and IT Support. + Collaborating… more
- T. Rowe Price (Baltimore, MD)
- …+ This role reports to the Head of Global Investment Solutions, Americas in Global Multi - Asset . + The portfolio manager has responsibility for a growing ... Lead representative of T. Rowe Price's public/private solutions in client meetings, industry conferences, and internal forums. + Deep...co- portfolio managers and other members of Global Multi - Asset + Engagement with internal and external… more
- JPMorgan Chase (New York, NY)
- … fit for new investments + Make recommendations to JPMorgan Alternative Asset Management's Investment Committee and portfolio managers regarding the use ... JP Morgan Asset Management is the world's third-largest alternatives manager,...Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to… more
- CBRE (San Francisco, CA)
- …for building and managing a high-performing team, ensuring consistent delivery of asset management services to the client . Key responsibilities include ... Head of Meta Asset Management Job ID 251260 Posted 09-Dec-2025 Service...supervision and development of staff, and ensuring alignment to client expectations across various other teams within PM and… more
- JPMorgan Chase (New York, NY)
- Join a dynamic team at the forefront of asset -backed securitization, where your expertise will help deliver innovative financing solutions for clients across a range ... successful outcomes in a fast-paced environment. If you thrive on exploring new asset classes and analytical challenges, this is the opportunity for you. **Job… more
- JPMorgan Chase (New York, NY)
- …PMs and clients - The IS team is the primary point of contact with the client on investment matters, ie, portfolio results and positioning. As such, the IS must ... an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional … more
- Vanguard (Malvern, PA)
- …markets. + Develop new solutions: Partner with business units to design innovative portfolio solutions, including custom multi - asset models and strategies ... multi - asset solutions. Qualifications: + 1-7 years of experience in multi - asset investing, portfolio construction, investment research, or a related… more
- Bank of America (New York, NY)
- …with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment ... Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances. Additionally,… more
- BlackRock (San Francisco, CA)
- …New York, San Francisco, Tokyo and Hong Kong with a focus on large multi - asset portfolio restructures. We have over 50 transition professionals globally ... of: capital markets, financial instruments, portfolio hedging and optimization, and multi asset allocation strategies. + Deep knowledge of transaction cost… more
- Citigroup (New York, NY)
- …advisement globally, CIM manages a broad suite of investment strategies within single and multi - asset class products. CIM is currently seeking a Portfolio ... managers + Contribution to overall investment strategy, design, and implementation of portfolio and risk guidelines + On-site prospect/ client interactions, … more
- Wellington (Boston, MA)
- …to implementing consistent active positions across multiple accounts with differing client guidelines and benchmarks; and * Implementing portfolio optimization ... management or closely related industry * Understanding of asset pricing and basic portfolio construction paradigms...of the global capital markets, including equity, fixed income, multi - asset , and alternative strategies. As a private… more
- JPMorgan Chase (New York, NY)
- …approach to process and quality control. + Ability to learn quickly, multi -task and self-manage priorities. + Excellent client communications skills. + ... career at JPMorgan Chase as a Product Analyst in Asset Management, where you'll collaborate with industry experts to...Gain exposure in product management, product delivery, and product portfolio operations to help prepare you for a thriving… more
