- JPMorgan Chase (Long Beach, CA)
- …credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio + Stay up to ... to your clients. A role as a Multinational Corporations Portfolio Banker is for you. As a Portfolio...be the focal point of maintaining and expanding existing client relationships. Multinational bankers work both independently and as… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description Portfolio Administrator - Investment Operations A mission-driven wealth management firm is seeking a detail-oriented and technically skilled Portfolio ... organizations. With a strong emphasis on values-driven advising and long-term client relationships, the firm fosters a collaborative and supportive work environment… more
- IQVIA (San Francisco, CA)
- **Manager, Corporate & Portfolio Strategy** **Team Overview** IQVIA Consulting Services has always been a key organization within IQVIA, providing clients with a ... across a number of solution areas or "Centers of Excellence". Our Corporate & Portfolio Strategy (C&PS) CoE helps clients with their key strategic decisions at the… more
- Robert Half Finance & Accounting (Alameda, CA)
- Description Portfolio Administrator Alameda, CA (Hybrid option available) $90K-$120K + Bonus Jennifer Fukumae at Robert Half is seeking a skilled Portfolio ... a critical part in ensuring accuracy and efficiency in portfolio reporting, trading, and rebalancing. Role Overview: You will...setup and monitor for exceptions + Prepare and deliver client reports on a timely basis + Develop and… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …About the Role The company is seeking a highly organized and detail-oriented Portfolio Administrator to join our growing wealth management team. This role is ... responsibility and cross-functional collaboration. You'll be responsible for managing portfolio reporting, trading, and data integrity across multiple platforms.… more
- JPMorgan Chase (Irvine, CA)
- …credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio + Stay up to ... financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio...is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part… more
- MUFG (Los Angeles, CA)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our… more
- Robert Half Finance & Accounting (Alameda, CA)
- Description Portfolio Administrator Location: Alameda, CA (Hybrid Option Available) Compensation: $90,000-$120,000 + Bonus Interested? Let's connect. Reach out to ... role is essential to maintaining the accuracy, efficiency, and integrity of portfolio operations - ensuring clients receive exceptional service and results. Position… more
- BMO Financial Group (City Of Industry, CA)
- Come join our amazing team! We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market, Pac Rim Division. ... commercial loans and be able to effectively manage a portfolio . This position is a hybrid role. Bi-lingual preferred....and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description A growing wealth management firm is seeking a Portfolio Administrator to ensure the accuracy, efficiency, and operational excellence of client ... to a collaborative team. What You'll Do: + Manage portfolio reporting, rebalancing, and trade execution. + Serve as...and custodians for seamless execution. + Prepare and deliver client reports on schedule. Excited about this opportunity? Apply… more