- Huntington National Bank (Beachwood, OH)
- …Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III's.Duties & Responsibilities: + Manages medium/large ... and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to...objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for… more
- JPMorgan Chase (Columbus, OH)
- Wealth Management Solutions, Portfolio Manager Analyst or Associate. The Portfolio Management Group (PMG) is the implementation engine for Private ... in accounts across our investment management and trust portfolios. **The Portfolio Manager will have the following responsibilities:** + Implementation of … more
- JPMorgan Chase (Columbus, OH)
- Join a dynamic team dedicated to portfolio health and impactful change in Wealth Management. Apply today to make a difference with us! **Job Summary** As a ... Portfolio Management Manager in the ...+ Provide oversight of several key functions + Review portfolio exceptions of JPMorgan Wealth Management SBL… more
- Huntington National Bank (Columbus, OH)
- …+ Communicate key developments in external research and manager performance to portfolio managers and the investment team. + Assist in preparing periodic ... Description + Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment … more
- KeyBank (Cleveland, OH)
- …broker dealer community. * Responsible for building solid relationships and trust with Portfolio Manager 's in the field, senior management and broker dealers. * ... continuous improvement mindset. * Responsible for building solid relationships and trust with Portfolio Manager 's in the field and with senior management. *… more
- US Bank (Cincinnati, OH)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio The Sr Compliance Manager plays a critical role in independently measuring, monitoring, and assessing risks across ... fiduciary investment activities. This position ensures effective risk oversight by...by Key Private Bank. As part of the **KPB Wealth Compliance team** , you will work closely with… more
- US Bank (Columbus, OH)
- …to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction resulting ... skills and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and … more
- KeyBank (Pepper Pike, OH)
- …of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. + Reviews...enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients.… more
- Huntington National Bank (Columbus, OH)
- …to two or more of the following areas: Financial Planning, Chief Investment Office, Portfolio Management, Huntington Financial Advisors Service, and Ultra ... August 7 and are offered in all of our business segments. Huntington offers Wealth Management Internships through a rotational learning experience with exposure… more
- JPMorgan Chase (Columbus, OH)
- **Consumer & Community Bank - JPMorgan Wealth Management Control Associate (Job Code OCCO02, Job Grade 602)** JPMorgan Chase & Co. (NYSE: JPM) is a leading global ... $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking,… more
- JPMorgan Chase (Columbus, OH)
- …CoE supports multiple lines of business, including Business Banking, Commercial Bank, Asset Wealth Management, and Investment Bank. You will become a subject ... expertise and supports your professional journey. **Job Summary** As a Credit Support Manager in the Credit Monitoring Center of Excellence, you will lead a team… more
- PNC (Strongsville, OH)
- …Partner with stakeholders across various lines of business (eg, retail banking, wealth management, corporate and investment banking) to understand their data ... to the company's success. As a Data Science Group Manager within PNC's Technology organization, you will be based...communicate a clear vision for the bank's data product portfolio , aligned with overall business goals and regulatory requirements.… more
- Deloitte (Columbus, OH)
- …including fund waterfalls and other financial calculations. + Experience with investment managers (traditional, alternatives, wealth , and/or real estate). + ... of Accelsior products for our clients in the Financial Services and Investment Management markets. Project management including oversight of a team of professionals,… more
- KeyBank (Westlake, OH)
- …and Client Relationship Associates. Enlist assistance from other CSAs, KPB Relationship Manager , Fiduciary Strategist or Portfolio Strategist as needed to ... maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures. +… more