- Comerica (Frisco, TX)
- Job Description Portfolio Manager The Portfolio Manager assists the Balance Sheet Manager in the oversight of up to $25 billion fixed income securities ... individual security and product type analysis utilized to formulate investment strategy, purchases and sales of multimillion-dollar securities, internal, external,… more
- World Insurance Associates, LLC. (Barrington, IL)
- Position Overview The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account ... Manager will be responsible for collecting, organizing, and analyzing...appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM… more
- Deloitte (Tampa, FL)
- …, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct ... funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax … more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach… more
- Deloitte (Cleveland, OH)
- …Deloitte Tax Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate ... estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real...Tax group, you will provide federal tax consulting and compliance services to clients in the Real Estate industry… more
- Zions Bancorporation (Las Vegas, NV)
- …position is located in Las Vegas, NV and reports up to the Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works ... team members, especially wealth advisors, to solicit new business and service existing investment clients. The PM is also expected to contribute to investment … more
- City National Bank (Chicago, IL)
- *PORTFOLIO MANAGER * WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to ... client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and… more
- TIAA (Denver, CO)
- … Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level ... The TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep… more
- CIBC (Boston, MA)
- …**What you'll be doing** As a Hedge Fund of Funds Portfolio Manager , you will perform investment research across all hedge fund ... Employ a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance , fiduciary)...15+ years of industry experience including experience as an investment portfolio manager focused on hedge fund… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...those of our clients. **About the Role** The Business Manager for Technology will work will serve as a… more