- Eastern Bank (Boston, MA)
- …certification preferred. + Minimum 12 years of experience in investments in research or client portfolio management position including minimum of 8 years of ... Manages and advises individual client portfolios across global equities and bonds based...Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions… more
- Allied Universal (San Antonio, TX)
- …assistance programs, company discounts, perks, and more. Allied Universal(R) is hiring a Client Portfolio Director. The Client Portfolio Director ... employees and operational activities at all locations associated with their assigned client portfolio . As a leader, you will drive profitable business growth by… more
- Allied Universal (Point Comfort, TX)
- …programs, company discounts, perks, and more. Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated ... region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage… more
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Associate Director, Portfolio Administration Client Solutions **Job Description Summary** The Portfolio Administration Client Solutions ... role designed to support the sales and service delivery efforts of the Portfolio Administration (PA) team. This individual will assist senior team members in… more
- CIBC (Chicago, IL)
- …of risk management activities in a manner consistent with CIBC's risk culture. ** Client Portfolio Maintenance** + Address upcoming maturities and annual reviews ... / adjusted correctly + Remain active and engaged in periodic client calls and visits for assigned portfolio + Has direct client contact in performing… more
- Allied Universal (Dearborn, MI)
- …leading the effort to create, maintain, and administrate the training programs across the client portfolio , and will drive the implementation of the client ... organize survey results into easily communicated formats for sharing with portfolio and client leadership + Lead the effort to educate and reinforce expectations… more
- Zions Bancorporation (Houston, TX)
- …required. The Fixed Income PM also develops client and prospective client presentations, provides client portfolio reviews, drives new business ... Zions Bancorporation is currently seeking a Fixed Income Portfolio Manager (PM) to join the Corporate Investments...growth, delivers market talking points, and responds to client inquiries as needed. **_Job Responsibilities:_** + Proficient in… more
- HSBC (New York, NY)
- …cases + Experience with portfolio management tools + Familiarity with private client portfolio management principles, high conviction with a focus on quality ... and the planet we all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of...for investment strategies + Participate in internal and external client events + Present investment strategies, performance, and market… more
- The Hartford (Hartford, CT)
- …anticipate and communicate opportunities and risks that could impact investments to client portfolio managers + Focus on relative value opportunities that ... individual investments, and market insights to senior management and client portfolio managers + Help market HIMCO's investment activities. Support sales… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …+ Professional presence ( client -facing). + Experience managing an advanced commercial client portfolio with some degree of complexity. + Ability to partner ... banking at Fifth Third Bank. GENERAL FUNCTION: The Commercial Real Estate (CRE) Portfolio Manager is key member of the "coverage team", managing transactions and… more