- TIAA (Chicago, IL)
- Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing ... research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. + Maintains and informs team of… more
- Neuberger Berman (Chicago, IL)
- …and manages portfolios for insurance clients across asset classes. The Insurance Portfolio Manager will manage US fixed income portfolios for insurance ... of buy-and-maintain portfolios to total return portfolios. The Insurance Portfolio Manager will also be responsible for...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities… more
- KeyBank (Chicago, IL)
- …of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. + Reviews...enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients.… more
- BMO Financial Group (Chicago, IL)
- …loan solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in ... This role is also responsible for monitoring the performance of an assigned portfolio of customers, ensuring that all reviews / renewals of loans are reviewed… more
- Nuveen Investments (Chicago, IL)
- …RFP/DDQ responses. Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across ... Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in...markets. This fully integrated team of more than 200 investment professionals, including one of the largest research teams… more
- CIBC (Chicago, IL)
- … portfolio . You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the client ... investment objectives and organizational policies. + **Expand your portfolio :** Acquire new high-net-worth clients with complex financial needs by engaging… more
- Bank of America (Quincy, IL)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Bank of America (Chicago, IL)
- …Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... Sr. Relationship Manager -Global Commercial Banking (Middle Market - Chicago) Chicago,...increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues… more
- Fifth Third Bank, NA (Chicago, IL)
- …business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with ... Work with product partners (Treasury Mgmt., Capital Markets, and Wealth Mgmt etc.) analyze, evaluate and develop a tailored...an acceptable risk, and priced accordingly. + Partner with Portfolio Managers and Credit Officers on credit requests and… more
- PNC (Chicago, IL)
- …in-depth support and analysis on investment strategy, asset allocation, manager selection, and portfolio construction. Base Salary ranges from $18-35/hour. ... significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and… more