- US Bank (Portland, OR)
- …having revenues of $50 million and higher. This team is part of US Bank's Institutional Client Group (ICG), which services our largest clients. The RM prospects ... excel at-all from Day One. **Job Description** The Relationship Manager (RM) manages and grows a large and complex... (RM) manages and grows a large and complex portfolio of Mid-Cap companies in the Oregon and SW… more
- Coinbase (Helena, MT)
- …Markets, trusted custody solutions, and dedicated crypto prime brokerage. As a Product Manager on Coinbase Institutional , you will play a critical role in ... connection, and alignment. Attendance is expected and fully supported. Coinbase Institutional is empowering the world's institutions to trade, custody, and… more
- US Bank (St. Louis, MO)
- …(PFMAM), a division of US Bancorp Asset Management, Inc. is currently seeking an Institutional Sales and Relationship Manager to manage and join with other team ... in portfolio management, sales, marketing, or relationship management with institutional clients (Business to Business environment) - Must be FINRA series 6… more
- Raymond James Financial, Inc. (Springfield, IL)
- …headquarters and field offices. + Coordination, collaboration, and communication with RJIM's Client Portfolio Management, Institutional Sales, and each ... of this role is to drive the growth of institutional assets under management across all investment products, sourced...guiding these offerings through the various stages of the manager research process, and securing positive ratings for inclusion… more
- PNC (Houston, TX)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Reporting to the Institutional Asset Management Regional Managing ... success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based in...strategic and tactical changes in allocation based on each client 's unique needs, and supporting the development of new… more
- 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
- Huntington National Bank (Columbia, SC)
- Description Summary: Huntington Bank's Institutional and Non-Profit Commercial Relationship III, Licensed serves as the point person in determining the customer's ... efforts. + Required metrics for the licensed Commercial Relationship Manager III is a combined $100 million or greater...III is a combined $100 million or greater in Portfolio Exposure and $2 million or greater in Annualized… more
- Neuberger Berman (New York, NY)
- …analytical skills and deep market insights. A successful track record of engaging with portfolio manager and senior executives is essential, as is a demonstrated ... the firm and its business. The ideal candidate will have extensive experience in portfolio construction and risk analysis, with a proven ability to apply advanced… more
- BlackRock (Wilmington, DE)
- …reports, cash and position break resolution, inbox and dashboard monitoring, client and portfolio data maintenance, and daily subscription/redemption activity. ... footnote schedules, reconciliation of cash and positions, and calculation of portfolio performance. The Reconciliation Associate will be responsible for reconciling… more
- Wellington (Boston, MA)
- …to exceed our clients' investment expectations, we are seeking to recruit an experienced Portfolio Manager to join our EMD portfolio management team to ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...required for the role: * **Investment acumen** - The Portfolio Manager will have emerging market debt… more