- Regions Bank (Chattanooga, TN)
- …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
- Wellington (Boston, MA)
- …and convertibles. Within our Leveraged Credit team, we are seeking an experienced Fixed Income Portfolio Manager (Bank Loans) in our Boston office to take on ... bank loan portfolios with a conservative, bottom-up style. The portfolio manager will also work within our...and * Undergraduate degree with a strong academic record; MBA/ CFA preferred. **LOCATION** This position will be based in… 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
- Aflac (New York, NY)
- VP, Portfolio Manager - SPC The Company: Aflac Asset Mgt. LLC The Location: New York City, NY, US, 10005 The Division: Global Investment Job Id: 7588 About Our ... company. Candidate Profile The candidate will have demonstrated experience as an investor/ portfolio manager in structured credit and/or private debt asset… more
- M&T Bank (New York, NY)
- …Treasury that directs strategic management and trading for the bank's Derivatives Portfolio and MSR Hedging. This position will be responsible for leading the ... analysis and modeling of financial market opportunities and strategies. Monitors portfolio positions and their contributions to consolidated risk assessments and… more
- BMO Financial Group (Chicago, IL)
- …This role is accountable for supporting a robust and dynamic credit portfolio management framework for the enterprise. A fundamental understanding of credit risk, ... includes management and reporting of the limit framework, active portfolio management and offlay of credit risks (both single...or graduate degree, such as MBA, Chartered Financial Analyst ( CFA ), or accounting designation, + In depth knowledge of… 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
- Kemper (Chicago, IL)
- …on our promises. **Position Summary:** Kemper has an immediate need for an Assistant Portfolio Manager , Structured Finance. Individual will report to the Sr. ... Portfolio Manager and will be responsible primarily...**Position Qualifications:** + Bachelor's Degree and progress towards a CFA charter + 5+ years in CLO research or… 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
- Robert Half Finance & Accounting (Cincinnati, OH)
- …Management Analyst to join our large advisory team in the Cincinnati market. As a Portfolio Manager , you will play an integral role in managing the team's equity ... Minimum of 5 years of professional experience in investment management, either as a portfolio manager or equity/fixed income analyst (Source: SG25 US Finance and… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Insurance Fund, State Title Private Credit Portfolio Manager Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit ... assets, and fostering strong relationships within the investment community. The Private Credit Portfolio Manager will report to the Head of Private Markets.… more
- Wells Fargo (Atlanta, GA)
- …It all begins with you. Wells Fargo is seeking a **Senior Private Wealth Portfolio Manager .** **In this role, you will:** + Identify and recommend opportunities ... and tactical asset allocation, supervision of investment implementation, and discretionary portfolio rebalancing + Partner with other leaders to provide a robust,… more
- Bank of America (Pittsburgh, PA)
- Portfolio Manager III Pittsburgh, Pennsylvania **Job...hold appropriate credentials such as CPA, CFP and or CFA designation. * A graduate degree such as MBA ... of discretionary portfolio management including asset allocation, portfolio construction, security/ manager selection, trade execution, risk management… more
- BMO Financial Group (Salt Lake City, UT)
- As an Associate Portfolio Manager /Financial Planner at Stoker Ostler, you will work as a team member with multiple portfolio managers to provide an excellent ... performance reports, or other tax reporting info for select Portfolio Managers, as needed. + Annual Account Reviews -...Knowledge of the investment industry + Interest in CFP, CFA , CPA or MBA preferred + Strong presentation skills;… more
- JPMorgan Chase (New York, NY)
- …global bonds, structured products, mortgages and tax-aware strategies. As an Insurance Portfolio Manager within the Global Fixed Income Currency and Commodities ... company clients. Your role will require close collaboration with a dedicated portfolio management team, primarily focusing on insurance clients. You will be in… more
- Bank of America (Norfolk, VA)
- Portfolio Manager III Norfolk, Virginia **Job...hold appropriate credentials such as CPA, CFP and or CFA designation. + A graduate degree such as MBA ... with opportunities to learn, grow, and make an impact. Join us! The Portfolio Manager is the investment quarterback of the client relationship and is responsible… more
- Equitable (New York, NY)
- Derivatives Portfolio Manager ( 2500002H ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable **Schedule** : Full-time **Description** ... to the Head of Derivatives and Hedging, the Derivatives Portfolio Manager will assume a highly visible...in a quantitative field (Finance, Mathematics, Physics, etc.) OR CFA + 1 years of capital market experience, in… more
- Truist (Atlanta, GA)
- …leveraged transactions. The Group also actively manages the related loan portfolio to meet client needs while also ensuring appropriate risk/return strategies ... including product partner opportunity identification where appropriate. Actively manages portfolio risk through risk rating integrity, client reviews, watchlist… more
- CIBC (Boston, MA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Hedge Fund Portfolio Manager , you will perform investment research across all ... as finance, math, science, or other business-related fields + CFA preferred, but not required + 15+ years of...required + 15+ years of experience as an investment portfolio manager focused on hedge fund strategies… more
- PNC (Cleveland, OH)
- …an opportunity to contribute to the company's success. As an Investment Manager / Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset ... basis. Some responsibilities may be performed remotely, at the manager 's discretion. This position works as part of an...work ethic with examples of past successes * AIF, CFA or CIMA designation or in process of obtaining… more
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