- Dexian - Signature Consultants (Richmond, VA)
- Job Summary:Dexian is seeking a Portfolio Manager w/ IAM for an opportunity with a client located in Richmond, VA.Responsibilities:Oversee the management of ... relationships with clients and stakeholders, providing regular updates on portfolio performance and investment strategiesMonitor and report on market trends,… more
- Fidelity TalentSource LLC (Boston, MA)
- …and centrally managed from the home office. The RoleWe are seeking an experienced Portfolio Manager (PM), Private Credit. Located in Boston, this new role ... a Fidelity Investments Company. SAI serves as the investment manager to all Fidelity managed accounts offered by Fidelity...to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management… more
- Middough Inc. (Merrillville, IN)
- Senior Portfolio Manager - Position and ResponsibilitiesA Senior Portfolio Manager (SPM) with Middough serves as a client account manager and is the ... be fully responsible for the overall development and execution of a portfolio of projects (typically $1MM+ project fee), including project profitability, quality,… more
- Fidelity TalentSource LLC (Boston, MA)
- …of custom model portfolios for our clients. The Value You DeliverThe Institutional Portfolio Manager (IPM) will play an integral role in addressing institutional ... Critical role responsibilities will include:Interacting with prospective custom model portfolio clients to understand their investment needs and mandates while… more
- WSFS Bank (Berwyn, PA)
- …more than part of our name, it's our mission and our purposeThe Commercial Banking Portfolio Manager will manage a portfolio of existing commercial banking ... margin of the assigned portfolioWork closely with the Team Leader or Department Manager to support the credit administration needs of that Manager 's customer… more
- WSFS Bank (Berwyn, PA)
- …more than part of our name, it's our mission and our purposeThe Healthcare Banking Portfolio Manager will manage a portfolio of Healthcare Banking commercial ... Banking to support the credit administration needs of that Manager 's customer portfolioInterview customers to develop information concerning their business,… more
- WSFS Bank (Berwyn, PA)
- …is more than part of our name, it's our mission and our purposeThe Portfolio Manager Team Lead will ensure there is effective and efficient underwriting ... wealth plans, business plans, financial results and forecastsManage a team of Portfolio Managers and approve loans within authority granted in loan policyProvide… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:The Sr. Manager of Portfolio Analysis & TBM reports to the head of Tech Finance & Strategic Portfolio Management, and will be accountable for ... intelligence tools like PowerBI, support ad hoc analysis related to the tech portfolio , unlocking insights for senior leaders on investment benefits / ROI, and… more
- Daiichi Sankyo, Inc. (Basking Ridge, NJ)
- …other research areas centered around rare diseases and immune disorders. Summary The Manager , IT Project Portfolio Management (IT PPM) is expected to contribute ... the advancement and management of IT PPM capabilities by providing project & portfolio level support to the Enterprise Program Management Office (EPMO). This … more
- Fidelity TalentSource LLC (Boston, MA)
- … performance, positioning, rebalance metrics, etc. to ensure alignment with Portfolio Manager (PM) investment thesis and process.Quantitative Analysis: Develop ... Job Description:Senior Quantitative Portfolio AnalystQuantitative Model Management Team, Strategic Advisers, LLC...accounts. Strategic Advisers is looking for a Sr. Quantitative Portfolio Analyst to join our Quantitative Model Management group… more
- Daiichi Sankyo, Inc. (Basking Ridge, NJ)
- …Join a Legacy of Innovation 110 Years and Counting!Daiichi Sankyo Group is dedicated to the creation and supply of innovative pharmaceutical therapies to improve ... standards of care and address diversified, unmet medical needs of people globally by leveraging our world-class science and technology. With more than 100 years of scientific expertise and a presence in more than 20 countries, Daiichi Sankyo and its 16,000… more
- Atlas Data Systems (Boston, MA)
- …the Technology Program Management Office reporting directly to the Senior Director, DTE Portfolio Manager , with dotted line matrixed reporting to the Director, ... Business Engagement & Technology. The Project Manager will have execution delivery responsibilities for the LIMS Deploy Project for Cell & Gene Therapies. Building… more
- Middough Inc. (Pittsburgh, PA)
- …a Project Manager - Oil & Gas (PM) with Middough, you will serve as a portfolio manager and be the primary point of contact for the client and other outside ... is fully responsible for the overall development and execution of a portfolio of projects (typically $1MM+ project fee), including project profitability, quality,… more
- WSFS Bank (Berwyn, PA)
- …to keeping abreast of regulatory, economic, and financial market trends, the Portfolio Manager will actively participate in community functions, and continue ... Job Description WSFS Bank is seeking a Senior Private Banking Relationship Manager to support our Private Wealth Management divisionThe Relationship Manager will… more
- Fidelity TalentSource LLC (Westlake, TX)
- …to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.Synthesize the best of ... to develop and execute strategy. May be an individual contributor or manager .Job DescriptionWe are looking for experienced investors that are highly driven, easy… more
- Fidelity TalentSource LLC (Boston, MA)
- …and structures.Seek continuous improvement of the program through the assessment of portfolio manager needs, industry best practices, and process improvement ... activities: \u00A0\u00A0\u00A0\u00A0Support the development of a best-in-class Private Asset Manager due diligence and oversight program to support all private… more
- Amerant Bank (Coral Gables, FL)
- …and internal transfer requests. This may include scheduling and coordination of Relationship Manager , Portfolio Officers, and/or other Manager functions and ... Client Specialist II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and… more
- Creative Financial Staffing (Wellesley, MA)
- …while also taking a hands-on role in the accounting processes for a portfolio Highlights of the Accounting Manager position: Property management company ... management company outside of Boston to identify an Accounting Manager to join their team. This position is responsible...and monthly close of all properties/cost centers in assigned portfolio from start to finish. Supervising a team of… more
- Creative Financial Staffing (Orlando, FL)
- Accounting Manager Our client is a portfolio company that specializes in the acquisition of hyper-niche software companies that fit narrow but mission-critical ... and accounting policies Adapt to evolving processes within the portfolio Requirements of the Accounting Manager : Master's...within the portfolio Requirements of the Accounting Manager : Master's or Bachelor's Degree in Accounting or related… more
- Fidelity TalentSource LLC (Boston, MA)
- …knowledge stack for investment professionals in Fidelity Asset Management analysts and portfolio manager in equities, fixed income, high income, direct lending. ... The stack will be able to process all the documents of interest to analysts eg, analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that… more
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