- Rockland Trust (Franklin, MA)
- Job Description The Portfolio Manager makes investment decisions on portfolios for affluent to high net worth individuals and small/mid-sized institutions. It is ... stock selection, domestic fixed income security selection, asset allocation and diversifying manager analysis. Responsibilities The portfolio manager should… more
- PIMCO (Newport Beach, CA)
- …or sell-side institution Prior experience in risk sizing, trade execution and portfolio management is helpful although not essential. We will help candidate develop ... conviction without stubbornness BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing… more
- FM (Waltham, MA)
- …of challenging roles. This is a senior role, working closely with the Portfolio Manager , External Investment Management, Senior PM's, Chief Investment Officer ... higher. This role will work closely with VP, Senior Portfolio Manager - External Investments, Private Markets...ad-hoc, and special res BA or BS required; MBA, CFA , CAIA, or other advanced degree related to investments,… more
- Magnetar (Evanston, IL)
- About Magnetar Magnetar is a leading global alternative asset manager with $22B+ AUM as of May 31, 2025. We are based in Evanston, IL-just north of Chicago and ... join a team responsible for monthly and quarterly financial reporting, annual budgeting, portfolio analytics and market research. This role will be a key participant… more
- BlackRock, Inc. (New York, NY)
- …and manage key client relationships at a senior level with CIOs and portfolio managers which require: Anticipating client needs and prompt responses to client ... generated by Aladdin Preparation for and participation in client market and portfolio reviews Design, ownership, and delivery of complex and/or ad hoc client… more
- Wellington Management Company (Boston, MA)
- …is to deliver outcome-oriented strategies by integrating diversified asset allocation, multi- manager portfolio design, robust portfolio construction, and ... harnesses the power of the firm's active management capabilities to create the optimal portfolio for our clients. A critical component of this process is our asset… more
- PIMCO (Austin, TX)
- …that leverage PIMCO's position as a premier fixed income investment manager . PCG focuses on fostering, growing, and strengthening relationships with sophisticated ... sales trends, and client satisfaction as appropriate. Qualifications Bachelor's degree required. A CFA or MBA is desirable. Minimum of 5 years of experience in sales… more
- Neuberger Berman Group LLC (New York, NY)
- …Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $515 billion ... conducted will be focused on firm/fund structuring, trading, valuation, portfolio accounting and fund administration, counterparty risk, technology, and...and / or PowerBI a plus CPA, CAIA or CFA a plus Compensation Details The salary range for… more
- Capital Group (Los Angeles, CA)
- …financial and legacy planning, tax and estate planning, asset allocation, investment manager research and philanthropy, as well as the Client Relationship Team, ... of $15 million. "I can succeed as a Product Manager , within Private Client Services." You will be responsible...investment analysis and asset allocation concepts as acquired through CFA , CAIA, and/or CPWA, or similar designations. You are… more
- The CERES Group (Boston, MA)
- …(multi-source composition, complex instruments, pricing/valuation) and Accounting ( portfolio accounting, fund accounting/NAV oversight) and Data Integration ... source systems and diverse asset classes.) As the Project Manager you will plan, budget, staff and manages multiple...or related field with 7+ years experience. MBA or CFA preferred but not required. Demonstrated track record of… more
- Selby Jennings (Chicago, IL)
- …to enhance portfolio performance and manage risk. Qualifications: FSA or CFA designation required. Minimum of 10 years of relevant experience in ALM, insurance ... four consulting firm is seeking a seasoned FSA or CFA with 10+ years of experience to join their...product development. Create ALM optimization frameworks that align asset manager strategies with insurer capital and risk objectives. Advise… more
- BNY Mellon (New York, NY)
- …This is what #LifeAtBNY is all about. BNY Investments is a leading investment manager , with $2.0 Trillion* in assets under management as of March 31, 2025. Through ... the following ways: Lead Strategic Client Engagements: Independently manage a portfolio of large, complex intermediary clients and prospects, driving revenue growth… more
- Regions Financial Corporation (Birmingham, AL)
- …Supports the asset allocation process including: performing strategic client evaluations, portfolio modeling and optimization, manager positioning, developing ... with clients, as needed Coordinates the efforts of Highland Associate's Research, Portfolio Operations, and Performance Teams to ensure client needs are satisfied… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …risk-adjusted returns and alpha generation. The diverse lineup of institutional portfolio managers helps investors achieve their long-term business and financial ... investment performance, and expand distribution networks. Lead investment strategy, portfolio management oversight, and risk governance to ensure strong client… more
- JPMorgan Chase & Co. (New York, NY)
- …role is to know the portfolios they represent as if they were the Portfolio Manager ("PM"). The Investment Specialist should be fully integrated with the ... of contact with the client on investment matters, ie, portfolio results and positioning. As such, the IS must...Ex-veterans with Naval experience are welcome to apply. A CFA or Master's Degree in Business Administration would be… more
- Regions Bank (Indianapolis, IN)
- …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)
- …to exceed our clients' investment expectations, we are seeking to recruit an experienced Portfolio Manager to join our EMD portfolio management team to ... required for the role: * **Investment acumen** - The Portfolio Manager will have emerging market debt...and client oriented mindset; * Excellent academic credentials; an MBA/ CFA or advanced degree will be viewed favorably. **LOCATION**… more
- Wellington (Boston, MA)
- …perspectives with those of our clients. **About the Role** **THE ROLE** The Portfolio Manager -Lead within the Quantitative Investment Group will lead the design, ... model-driven equity and credit portfolios. This role emphasizes research efforts into portfolio construction, risk modeling, and portfolio optimization, with the… 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
- JPMorgan Chase (Columbus, OH)
- Wealth Management Solutions, Portfolio Manager Analyst or Associate. The Portfolio Management Group (PMG) is the implementation engine for Private Banking's ... accounts across our investment management and trust portfolios. **The Portfolio Manager will have the following responsibilities:**...finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation… more
