- BMO Financial Group (Barrington, IL)
- …business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace… more
- Vanguard (Malvern, PA)
- …edge to remain the industry leader in indexed, active, and quantitative strategies. As a Senior Product Manager and key member of this team, you will leverage ... your experience in portfolio construction and investment management strategy to lead a strategic vision and roadmap, driving innovation that significantly… more
- City of New York (New York, NY)
- …of plan beneficiaries and the City of New York. The Senior Investment Officer will be responsible for developing Portfolio Construction methodologies and ... related projects, contributing to the development of analytical infrastructure. Additionally, the Senior Investment Officer will be a vital resource in building… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …clients, beneficiaries, financial advisors, and external partners. + Conduct regular portfolio reviews and performance evaluations aligned with investment ... Investment Counsel (DAIC) quarterly asset allocation meetings and manager monitoring. Operational Oversight + Supervise onboarding of client investment… more
- Vanguard (Malvern, PA)
- …skills. + Ten years related work experience, including five years' experience in portfolio management, analysis, and investment manager evaluation. + ... deliver on its mission. We are looking for a Senior Investment Director to join OMS to...and external stakeholder relationships across the organization, including the Portfolio Review Department (PRD) and Investment Management… more
- TD Bank (Mount Laurel, NJ)
- …for this role. **Line of Business:** Finance **Job Description:** The Treasury Portfolio Manager is responsible for the effective execution and management ... of an investment portfolio (s), and the investment ...of the portfolios to achieve the goals of the Senior Executive Team (SET), reply to inquiries from the… more
- State of Michigan (East Lansing, MI)
- …Senior Assistant Investment Manager (SAIM), under the direction of a Senior Investment Manager (SIM), is responsible for assisting in the overall ... Senior Assistant Investment Manager ...of the Real, Opportunistic and Absolute Return Division (ROAD) portfolio for the multibillion-dollar State of Michigan Retirement Systems… more
- Scottish Rite for Children (Dallas, TX)
- …We're committed to giving children back their childhood! Job Posting Title: Investment Portfolio Analyst Location: Dallas - Hospital Additional Posting Details: ... compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and...senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical… more
- T. Rowe Price (Baltimore, MD)
- …research, development, and collaboration efforts + Establishes and maintains understanding of Portfolio Manager 's investment process + Works with traders ... that matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the...term technological outlook and implementation + Manage trading and portfolio manager relationships including coordinating accurate and… more
- Microsoft Corporation (Atlanta, GA)
- …enduring brand meaning. The Global Investment team within CGM is seeking a ** Senior Manager , Global Investment ** , with data analytics and media campaign ... technology. CGM connects and engages with players at scale across our diverse portfolio of experiences, games, and screens through a variety of marketing engines. We… more
- UMB Bank (Leawood, KS)
- …in the manner best suited to the clients' goals and objectives. The ** Senior Investment Strategist** works directly with our most sophisticated and complex ... to create custom investment solutions that harness the power of the investment process. The Portfolio Construction Desk collaborate with the firm's … more
- JPMorgan Chase (Jersey City, NJ)
- …T/CIO, with a focus on the Global Execution Middle Office function, supporting the Investment Portfolio and Treasury Funding teams: + Maintain the CORE Process, ... solutions to mitigate compliance and operational risk. As a Control Management Senior Associate within Treasury/Chief Investment Office ("T/CIO"), you'll be… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Strategist within PNC's Asset Management Group Investment ... risk of new and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment expertise to… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Risk Leader within PNC's Asset Management Group organization, you ... 3-5 Quantitative Risk Analysts * Oversee complex and significant portfolio investment risk management projects * Monitor...of risk management strategies and program execution. Typically manages manager (s) and serves as a senior risk… more
- American Express (Phoenix, AZ)
- …Technology Portfolio Management team, the Senior Manager of Portfolio Management - Enterprise Investment Planning will help drive and support the ... financial and capacity planning and forecasting across a $2 Billion Technology Investment portfolio , including scenario and ad-hoc analytics + Support Enterprise… more
- Commerce Bank (St. Louis, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Senior Portfolio Manager - Commerce Trust job and contemplates a wide ... department + Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate +… more
- CBRE (Dallas, TX)
- Senior Analyst, Commercial Asset Management - CBRE Investment Management Job ID 226498 Posted 11-Jul-2025 Service line REI Segment Role type Full-time Areas of ... as well as the operational strategy of a select portfolio of assets. **What you will do** + Assist...+ Prepare internal documents for review of material transactions ( Investment Committee). + Supports the Asset Manager … more
- PNC (Houston, TX)
- …have an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you ... Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services,… more
- Wells Fargo (San Francisco, CA)
- …begins with outstanding talent. It all begins with you. Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager . **In this role, you will:** ... policy construction, strategic and tactical asset allocation, supervision of investment implementation, and discretionary portfolio rebalancing + Partner with… more
- Insight Global (Coral Gables, FL)
- Job Description A client is looking for a Senior IT Portfolio Manager to sit remotely. You will primarily be responsible for maturing the portfolio ... investment management, and business relationship management activities. Evaluate investment performance of the portfolio against stated goals, objectives,… more