- Raymond James Financial, Inc. (St. Petersburg, FL)
- …sales strategies. + Educate clients on product features, market trends, and portfolio positioning. + Maintain a deep understanding of our investment offerings, ... including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs). + Track and report on sales activity using CRM tools. + Provide exceptional service and support to clients, ensuring a seamless sales experience. **Skill in:** + Strong… more
- JPMorgan Chase (Los Angeles, CA)
- …fund offerings for defined contribution plans. **Job Summary:** As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... 's 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… more
- JPMorgan Chase (New York, NY)
- At JP Morgan Asset Management , we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The ... Lead new product initiatives, requiring consensus building across product development, distribution management , and portfolio management . + Oversee the… more
- BlackRock (San Francisco, CA)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk ... One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate/VP eligible...required. + A minimum of 3+ years investment or asset management experience. + Sales experience within… more
- First Horizon Bank (Memphis, TN)
- …on relationship management and serving needs for teams and their portfolio of clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES** * Open new accounts and ensure ... **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and… more
- City National Bank (New York, NY)
- …THE OPPORTUNITY? This position serves as a senior strategist within our equity portfolio management team, responsible for developing and implementing advanced ... from large equity datasets * Maintain and enhance Python-based analytical tools for portfolio management and investment decision support * Performance Analysis &… more
- Bloomberg (San Francisco, CA)
- Portfolio & Risk Analytics Implementation Specialist , Enterprise Services, Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client ... onboarding new and existing customers to PORT Enterprise, Bloomberg's Portfolio and Risk Management . Main responsibilities will...team will be required to be well versed in multi- asset classes, have a technical understanding of dataflow, and… more
- BlackRock (Sausalito, CA)
- …looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are ... Francisco, the North Bay, and East Bay. **Key Responsibilities:** . Support the portfolio management and trading teams' operational workflows . Review and… more
- Charles Schwab (Westlake, TX)
- … Management enterprise team is seeking a Senior Auditor (Senior Specialist ). The Broker-Dealer/ Asset Management team provides internal audit coverage ... expertise; (iii) portfolio advisory services and research; (iv) asset management functions; (v) corporate client services, including stock plan services,… more
- JPMorgan Chase (Chicago, IL)
- JPMorgan Asset Management is a worldwide leading investment manager of choice for institutions, financial intermediaries and individual investors. With a ... match. **Job Description** As a PWA ICA within JPMorgan Asset Management , you will partner with an...in closed alternatives business + Functioning as an alternatives specialist for the generalist CA/ICA teams by adding value… more
- JPMorgan Chase (Los Angeles, CA)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... JP Morgan Asset & Wealth Management , with client...specialists, and clients considering the use of an alternative asset manager within an investment portfolio .… more
- JPMorgan Chase (New York, NY)
- …deal execution with team members, advisors, and transaction counterparties + Assist in portfolio management and running of both closed-end and evergreen funds + ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Bank of America (Columbia, SC)
- Private Wealth Investment Management Specialist Columbia, South Carolina;Charlotte, North Carolina **To proceed with your application, you must be at least 18 ... results focused and effective. **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY The Investment Management Specialist...Management products and services + Strong analytical and portfolio management skills with the ability to… more
- T. Rowe Price (Baltimore, MD)
- …in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide ... content to inform key stakeholders. The Lead PA leverages the time of both the portfolio manager and portfolio specialist while working to ensure the… more
- Xcel Energy (Amarillo, TX)
- …integrated reporting. Supports initial and on-going project set up in the work and asset management system. Advise and assist in the initial development of ... integrating capital cost reporting tools and applications, including the Work and Asset Management System. Demonstrates super-user capabilities with the Work and… more
- KeyBank (Cleveland, OH)
- …clients. The Portfolio Manager acts as a credit execution product specialist and recommends approval for credit proposals for Utility, Power and Renewable ... clients. Familiarity with project finance lending experience is preferred. The Portfolio Manager provides leadership for the deal team in analysis, approval,… more
- Wellington (Boston, MA)
- …as fundamental factors, manager research, asset allocation, policy and risk management . 'The Investment Specialist , Multi Manager Platform' - will work as ... + Meaningful relevant industry experience and record of achievement. Experience at an asset manager, sell-side firm, or management consultancy is desirable, but… more
- JPMorgan Chase (Portland, OR)
- …pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams. **Job Responsibilities** + Key ... Global is looking for an Executive Director level Investment Specialist to play a lead role in asset...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- NorthPoint Development (Kansas City, MO)
- Property Management Specialist **Department:** Management - Commercial - KC **Location:** Kansas City, MO Curious about a career with **NorthPoint** ? ... team members. We are looking to add a **Property Management Specialist ** to our growing team at...tenant billing inquiries in collaboration with Property Managers and Asset Management Analysts. **Are you passionate about… more