- Wells Fargo (Charlotte, NC)
- … Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis ... risk reports for Sr. Management. **Required Qualifications:** + 4+ years of investment portfolio control experience, or equivalent demonstrated through one or a… more
- Capital One (Mclean, VA)
- Senior Associate, Treasury Investment Portfolio Management/ Short-term Funding & Investments This position in Capital One's Treasury Investment Portfolio ... technology partners + Support process, risk, and governance activities for the Investment Portfolio **Basic Qualifications:** + Bachelor's degree or military… more
- Regions Bank (Birmingham, AL)
- …Equivalent + Three (3) years applicable knowledge or experience in investment / portfolio management, brokerage, finance, or equivalent **Preferences** + ... careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- Description We are looking for an experienced Investment / Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will ... field; advanced certifications are highly desirable. * Strong expertise in investment management theory, financial principles, portfolio strategies, and market… more
- Capital One (Mclean, VA)
- Principal Associate, Quantitative Analysis - Investment Portfolio Team At Capital One data is at the center of everything we do. As a startup, we disrupted the ... possess:** + Deep understanding of quantitative modeling in relation to finance and investment portfolio modeling principles. + Extensive experience in Python or… more
- Huntington National Bank (Naples, FL)
- …Summary: 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
- Raymond James Financial, Inc. (Birmingham, MI)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... duties and responsibilities as assigned. **Knowledge of** + Software necessary for portfolio analysis. + Investment concepts, practices and procedures used in… more
- Metro Nashville Government (Nashville, TN)
- Investment Officer (Investments Portfolio Manager) Print (https://www.governmentjobs.com/careers/nashville/jobs/newprint/5160847) Apply Investment Officer ... allocation of portfolio . + Constructing and designing portfolios. + Manages investment contracts and compliance. + Analyzing securities. + Hedging portfolio ,… more
- Lightsource bp (Austin, TX)
- …in the US to support our expanding portfolio . **The Role** As a **US Portfolio Investment Manager / Senior Portfolio Investment Manager** , you ... we're looking for _your_ expertise to help us grow our US portfolio . **About the Investment Management Team** Our ** Investment Management (IM) Team** acts as… more
- T. Rowe Price (Baltimore, MD)
- …and make a difference in ways that matter to you . Role Summary The Lead Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading ... purpose of the Lead PIA is to use their knowledge of the portfolio investment strategy and client requirements to oversee each account's investment … more
- T. Rowe Price (Baltimore, MD)
- …row and make a difference in ways that matter to you . Role Summary This Portfolio Investment Analyst (PIA) resides within the TRPIM Investment and Trading ... Group and is a collaborative member of the TRPIM investment process. The PIA works directly alongside portfolio... investment process. The PIA works directly alongside portfolio managers and traders to assist with the day-to-day… more
- PNC (New York, NY)
- …candidate will lead the team that manages the agency MBS portion of the CIO investment portfolio . Specific to the agency MBS sector the candidate will: *Enhance ... team with a focus on talent development. With regard to the overall investment portfolio the candidate will: *Monitor macro-economic and policy developments… more
- BMO Financial Group (West Palm Beach, FL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Client Portfolio Manager - Investment Strategy within the PNC Asset Management Group ... with portfolio manager team(s) to develop, enhance and present investment strategy and results to highly sophisticated external parties and internal business… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …role in developing, improving, and evaluating quantitative models that directly support investment decision-making and portfolio management. This is a hands-on ... on writing production-quality Python code to analyze financial datasets, enhance portfolio construction methods, and automate investment workflows. You'll… more
- Mizuho Corporate Bank (New York, NY)
- US Investment & Corporate Banking Portfolio Management is directly involved in the design, origination, structuring and execution of financial advisory, global ... and provide input on pitch and deal material to enhance the ultimate deliverable. The Portfolio Management team is assigned to a variety of projects and are given a… more
- Regions Bank (Atlanta, GA)
- …careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed ... 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
- Raymond James Financial, Inc. (Locust Valley, NY)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... industry and company research by collecting, organizing data, writing investment -related research reports, and creating/ maintaining financial models. Regular… more
- Raymond James Financial, Inc. (New York, NY)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... industry and company research by collecting, organizing data, writing investment -related research reports, and creating/ maintaining financial models. Regular… more
- US Bank (Tampa, FL)
- …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
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