- Regions Bank (Clearwater, FL)
- …related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports + Execute the Regions Client ... and logging into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Reviews and Retrospectives. + Synthesizes client/prospect account data to develop customized portfolios/ asset allocation proposals in order to aid testing in ... well as develop, implement and communicate new procedures, products, and portfolio enhancements. + Lead and influence cross-functional teams: Identifies and… more
- Truist (Orlando, FL)
- …the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing ... of a broad range of personal financial planning/advisory/insurance and investment management/ asset allocation concepts and understanding of retail credit and… more
- City National Bank (Tallahassee, FL)
- …of portfolio management, including knowledge of investment techniques and asset allocation , investment research, capital market behaviors, and financial ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the...the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) *… more