- Allied Universal (San Antonio, TX)
- …impacts the communities and customers we serve. Allied Universal is currently seeking a Assistant Client Portfolio Manager to lead a business segment in a ... designated region. The primary role of the Assistant Client Portfolio Manager is to enhance client experiences, build long-term meaningful client … 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, including our industry… more
- Vanguard (Malvern, PA)
- …product development for fixed income funds and ETFs. Summary As a Senior Fixed Income Client Portfolio and Product Manager you will be responsible for ... partner to critical stakeholders across the organization including investment leaders, portfolio managers, sales executives, and members of the executive team. As… more
- BlackRock (San Francisco, CA)
- …of 2-4 years investment or asset management experience + Prefer relevant client facing and/or portfolio construction experience + Combination of investment, ... - Custom Models Solutions team. The team works alongside Portfolio Managers and focuses on commercializing model portfolios for...will require a strong combination of leadership, investment, and client interpersonal skills. **As a CMS Client … more
- Wellington (Boston, MA)
- …that reflect both firmwide research insights and the specific objectives of FRM custom client mandates. This portfolio manager will also be a strategic ... billion in assets. Within our fixed income platform, we are seeking a Fixed Income (FI) Portfolio Manager (PM) to work with the FRM team and help drive the… more
- Guidehouse (San Antonio, TX)
- …well as team and partner management of various functional groups (internal and external), client , and stakeholders. The Portfolio Manager will build and ... job posting is for a proposal of a potential client and is not reflective of an awarded job...**What You Will Do** **:** Guidehouse is seeking a Portfolio Manager to manage a portfolio… more
- Huntington National Bank (Atlanta, GA)
- …borrower, agent banks, credit, etc., while demonstrating command of the subject matter. The Portfolio Manager role is client facing, and the candidate should ... growth, it is seeking to add an Associate - Portfolio Manager who is capable of leading...Matter Expert. Attend industry conferences and bank meetings / client calls to remain abreast of an ever-changing industry.… more
- Regions Bank (Birmingham, AL)
- …careers section of the system. **Job Description:** At Regions, the Credit Products Commercial Portfolio Manager is a client -facing role and responsible for ... credit process both internally and externally with prospects and clients. The Portfolio Manager partners closely with Regions' relationship managers to execute… more
- Wellington (Boston, MA)
- …Income Investment Products and Strategies team as an Investment Director (Product Specialist/ Client Portfolio Manager ). The successful candidate will help ... processes. This role requires developed skills in marketing strategy, communication, portfolio analysis, and a solid foundation in investments. The successful… more
- T. Rowe Price (Baltimore, MD)
- …requirements are fulfilled prior to inception/effective date. + Uses discretion to compose portfolio manager and client response on ad-hoc and recurring ... and investment staff (ex. Client meeting presentation, client reporting, portfolio manager meeting materials) + May represent department leveraging… more
- UMB Bank (Albuquerque, NM)
- **COMMERCIAL CLIENT MANAGER -ALBUQUERQUE, NM** The Commercial Client Manager manages a Commercial portfolio and will have a secondary focus on selling ... relationship. They will have responsibility for a mid to large size portfolio including complex credits. Additionally, this role will focus on deposit gathering,… more
- Synchrony (Dallas, TX)
- Job Description: **Role Summary/Purpose:** As the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture & ... . + Collaborate effectively across functions to promote sustainable portfolio growth, enhance client satisfaction, and improve...consistently meet performance expectations and have approval from your manager to post (or the approval of your … more
- EMCOR Group (Cincinnati, OH)
- …responsibility for the quality and compliance management of the client account portfolio . The Quality & Compliance Manager is responsible for working with ... projects for facility and equipment. The Quality & Compliance Manager will partner with the client team to work together to manage the properties, budget,… more
- Robert Half Finance & Accounting (Avon, CT)
- …amortization) + Support accounting/reporting for bonds & structured products + Respond to client , auditor, and portfolio manager inquiries + Drive accuracy, ... to support STAT reporting, GAAP/IFRS reporting, and fixed income portfolio accounting. This is a newly created role within...Robert Half we never present your background to a client company without your permission. Requirements + BS in… more
- ICON Clinical Research (Blue Bell, PA)
- …the future of clinical development. **Title:** Site Contracts Portfolio Manager **Role Summary:** Responsible for managing specific client partnership for ... Site Contracts Portfolio Manager ICON plc is a...processes and expectations across site contracts team working on client portfolio . + Accountable for site contracts… more
- BMO Financial Group (Greenwood Village, CO)
- …structures and collateral. + Supports credit-granting decisions by making recommendations to manager . + Supports portfolio monitoring and compliance, within the ... share of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive… more
- Truist (Atlanta, GA)
- …of America) **Please review the following job description:** The Wealth Credit Portfolio Manager is responsible for underwriting loan transactions, including ... (ie wholesale) credit requests. In addition, the Wealth Credit Portfolio Manager proactively manages an assigned ...Worth clients within the Truist Wealth Advisory segment (average client relationship in excess of $25MM AUM) or Specialty… more
- BMO Financial Group (San Ramon, CA)
- …practices. + Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio . + Builds ... share of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive… more
- T. Rowe Price (Baltimore, MD)
- …private market offerings is a strategic priority for T. Rowe Price, and the Portfolio Manager , Private Market Solutions role is a unique opportunity to ... role is open to candidates based in either Baltimore, MD or NYC. The Portfolio Manager , Private Market Solutions will co-manage a range of strategies, including… more
- City National Bank (Los Angeles, CA)
- * Portfolio Manager II - Middle Market,...their clients' credit needs with an elevated level of client service and credit acumen to address their needs ... Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit...credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and… more