- Regions Bank (Atlanta, GA)
- …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)
- …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
- CalSTRS (Sacramento, CA)
- Job Posting: Senior Portfolio Manager , Total Fund Management State Teachers' Retirement System JC-492472 - Senior Portfolio Manager , Total Fund ... The CalSTRS Investments Branch is seeking an experienced individual to work as a Senior Portfolio Manager on the Total Fund Managment (TFM) team. The TFM team is… 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 ... candidates based in either Baltimore, MD or NYC. The Portfolio Manager , Private Market Solutions will co-manage...+ Willingness to travel Preferred: + Advanced degree and/or CFA /CAIA designation + Portfolio management experience preferred;… more
- Huntington National Bank (Chicago, IL)
- Description Summary: The Asset Based Lending ("ABL") Senior Vice President Relationship & Portfolio Manager Team Lead directs a team of 4 - 6 ABL Relationship ... portfolio management + Works closely with the ABL Manager of Portfolio and the ABL Group's...related to the position (MBA, MS, MA, JD, CPA, CFA , ASA or other advanced discipline) + Operations experience… more
- TIAA (Pasadena, CA)
- The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep ... Sedentary Work **Career Level** 9IC **PLEASE NOTE:** TIAA's Sr Portfolio Manager - Private Asset Management is...management experience with individual clients + Bachelors degree + CFA or CFP certification + Previous experience with various… more
- TIAA (Providence, RI)
- Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing ... + Physical Requirements: Sedentary Work **Career Level** 8IC **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client-facing,… more
- Amazon (New York, NY)
- Description Amazon seeks a Portfolio Manager to join its investments team, which oversees the active management of $60 - 70B in internally managed portfolios, ... paper program. The primary responsibilities of this role involve supporting portfolio management activities to include idea generation, trade execution, contributing… more
- Bank of America (Denver, CO)
- Portfolio Manager III Denver, Colorado **To...hold appropriate credentials such as CPA, CFP and or CFA designation. + A graduate degree such as MBA ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Denver/ Portfolio - Manager -III\_25040511-2) **Job Description:** At Bank of America,… more
- Bangor Savings Bank (Portland, ME)
- …and guidelines established by the Chief Investment Officer-WMG, the Senior Portfolio Manager is primarily responsible for maintaining client relationships, ... and contributing to development of new business. The Senior Portfolio Manager will represent the WMG and...in business or finance preferred. + Chartered Financial Analyst ( CFA ) designation or candidate preferred. + Strong understanding of… more
- BlackRock (San Francisco, CA)
- …& Solutions - Custom Models Solutions team. The team works alongside Portfolio Managers and focuses on commercializing model portfolios for Financial Advisors and ... CMS, advisors can tap into BlackRock's industry leading model portfolio investment framework to build a differentiated suite of...other teams **Qualifications/Skills** + BA/BS required. Advanced Degree / CFA / CAIA / CFP, or progress towards, is… more
- Commerce Bank (St. Louis, MO)
- …the compensation range for some roles. This compensation range is for the Team Lead & Manager - Portfolio Management - CTC job and contemplates a wide range of ... This Job The main purpose of this job is to manage a team of Portfolio Managers, Portfolio Management Associates and Investment Assistants. This position will be… more
- Eastern Bank (Manchester, NH)
- …Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions and ... as an internal and external spokesperson on investment topics. + Mentors other portfolio managers and members of the team, as appropriate + Contributes to research… more
- City National Bank (Chicago, IL)
- * PORTFOLIO MANAGER * WHAT IS THE OPPORTUNITY?...WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * CFA - Charter Financial Analyst * Master's Degree * ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor...level of integrity and work ethic. * Account and Portfolio Management * Manage an assigned group of investment… more
- Commerce Bank (Kansas City, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Portfolio Manager Associate - CTC job and contemplates a wide range of ... Management experience preferred + Progress towards Chartered Financial Analyst ( CFA ) or Certified Financial Planner (CFP) designation preferred For individuals… more
- Wellington (Boston, MA)
- …market knowledge and breadth to cover multiple investment strategies as a " portfolio manager proxy." Strategies primarily include fundamental equities, but may ... **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington Management investment strategies in… 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
- Charles Schwab (Southlake, TX)
- …that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry ... awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year". Team is high performing and plays a key role in developing the… more
- Bank of America (New York, NY)
- …Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and personalized ... with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.… more
- Neuberger Berman (Chicago, IL)
- …The Private Residential Real Estate Credit Strategies group is seeking a Portfolio Data Analyst to support its long-standing and growing $18+ billion-dollar private ... and prepare materials for presentation to senior analysts and portfolio managers **Experience & Skills Qualifications:** + 3 to...packages (eg R, MATLAB, etc.) a plus + Current CFA charterholder or CFA candidate a plus… more
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