- BMO Financial Group (Barrington, IL)
- …clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying ... and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of...and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace… more
- First Horizon Bank (Tampa, FL)
- **Description** **Location:** **On site in Tampa, FL** **SUMMARY** The Portfolio Manager assists in the assessment of risk and management of the Bank's loan ... risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes....an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan… more
- GE Vernova (TX)
- …energy technologies of the future. What Impact you'll make: As the Site Customer Portfolio Manager with a dynamic customer base and multiple locations including ... business, and broad company objectives within Gas Power. As our dedicated Senior Customer Portfolio Manager responsible to the Area, you will be accountable for… more
- First Horizon Bank (Birmingham, AL)
- …the best at serving their customers one opportunity at a time. **Summary** The SBA Portfolio Manager assists in the assessment of risk and management of the ... risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes....an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan… more
- T. Rowe Price (Baltimore, MD)
- …long term technological outlook and implementation + Manage trading and portfolio manager relationships including coordinating accurate and timely communication ... the role is to use their knowledge of the portfolio investment strategy and client requirements to...and collaboration efforts + Establishes and maintains understanding of Portfolio Manager 's investment process + Works with… more
- Wellington (Boston, MA)
- …market knowledge and breadth to cover multiple investment strategies as a " portfolio manager proxy." Strategies primarily include fundamental equities, but may ... clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent...from time to time include fixed income, balanced funds, and alternative investments, and candidate… more
- Neuberger Berman (Chicago, IL)
- …Client Reporting & Analytics Analyst, you will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago, ... (with a focus on client reporting in fixed income or portfolio analytics would be...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Neuberger Berman (Chicago, IL)
- **Position Overview:** The Portfolio Analyst & Trader will be a member of the Securitized Products team, which manages over $23 billion in assets, and will play a ... sectors. This role will report to the team's senior Portfolio Managers in support of the broader Multisector and...in support of the broader Multisector and Investment Grade Fixed Income platform, which manages over $120 billion in… more
- Janus Henderson Investors (Denver, CO)
- …spread risk, interest rate risk, and asset allocation. + Raise trades on the portfolio manager 's behalf when required and resolve compliance alerts. + Assess ... achieve client objectives. This role works closely with senior portfolio managers, analysts, traders, compliance, and risk management to conduct research, build… more
- Neuberger Berman (New York, NY)
- …and enhance existing presentation materials + Act as a liaison between the Portfolio Manager and internal/external stakeholders + Travel to visit existing ... 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm...39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a… more