- US Bank (Minneapolis, MN)
- …to manage and grow a portfolio of subscription lines and institutional client relationships. + Underwrite private equity funds across multiple strategies ... by the capital commitments of their limited partners. We are seeking experienced portfolio managers to join our Portfolio Management and Underwriting team,… more
- JPMorgan Chase (New York, NY)
- …accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager - Vice President, you will focus on partnering ... managed investment strategies. **Your responsibilities will include:** + Daily portfolio management tax-aware separately managed account (SMA) portfolios, with the… more
- JPMorgan Chase (New York, NY)
- …client experience through an engaging and proactive sales approach. As a senior Municipal Portfolio Manager on our Fund and ETF team, you will help manage our ... internal/external stakeholders. + Contribute to the ongoing development of portfolio and risk management tools. **Required qualifications, capabilities and skills**… more
- JPMorgan Chase (New York, NY)
- …skills** + CFA Charter-holder preferred + Ideal experience as a research analyst, portfolio manager or banker JPMorganChase, one of the oldest financial ... and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process. **Job… more
- BlackRock (San Francisco, CA)
- …other institutional investors. **Role and Responsibilities** We are looking for a portfolio manager to join our US transition management team. The Transition ... Portfolio Manager is one of two functions...portfolio 's exposures and positions, and serving as the client 's go-to resource for understanding current market liquidity conditions,… more
- Wellington (Boston, MA)
- … client portfolios. + Monitoring cash and equitization, analyzing portfolio exposures, dispersion monitoring and account transition events. + Rebalancing ... tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on...clients. **About the Role** **OVERVIEW** We are seeking a Portfolio Analyst to join Multi-Asset Portfolio Implementation… more
- Nuveen Investments (New York, NY)
- **RE Portfolio Manager ** The Real Estate Portfolio Management job manages large funds or multiple funds and works to implement and execute the organization's ... real estate investment strategy, including portfolio construction, market and asset selection, financing, and making investment recommendations. As a recognized… more
- CIBC (Chicago, IL)
- …**What you'll be doing** We are seeking an experienced and strategic Client /Relationship Manager to assist in leading our nationwide residential real ... and large private homebuilding firms, residential real estate fund managers, and institutional investment firms to drive portfolio growth and optimize returns.… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- … portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional ... to gather data to assist Financial Advisors in preparing responses to client or prospect requests. * Creates portfolio /equity snapshots, researches investments… more
- JPMorgan Chase (New York, NY)
- …exposure. The Sales Credit Risk team will provide the successful administration of our client portfolio in order to manage and monitor risk exposure while ... administration and strategic vision of the Global Markets Sales client population as it relates to counterparty client...these goals. The CIB Global Markets Sales Credit Risk Portfolio Manager will be responsible for the… more
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