- BMO Financial Group (West Palm Beach, FL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …role in developing, improving, and evaluating quantitative models that directly support investment decision-making and portfolio management. This is a hands-on ... on writing production-quality Python code to analyze financial datasets, enhance portfolio construction methods, and automate investment workflows. You'll… more
- BlackRock (New York, NY)
- …learning, and data-driven insights to enhance decision-making processes and optimize portfolio performance. The BlackRock investment institute (BII) leverages ... in markets, asset classes, and client segments to help our portfolio managers deliver positive investment results for clients. Our focus is to keep our … more
- Mizuho Corporate Bank (New York, NY)
- US Investment & Corporate Banking Portfolio Management is directly involved in the design, origination, structuring and execution of financial advisory, global ... and provide input on pitch and deal material to enhance the ultimate deliverable. The Portfolio Management team is assigned to a variety of projects and are given a… more
- Regions Bank (Atlanta, GA)
- …careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed ... a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development investment … more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios ... industry and company research by collecting, organizing data, writing investment -related research reports, and creating/ maintaining financial models. Regular… more
- US Bank (Tampa, FL)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- KeyBank (Tarrytown, NY)
- … investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... and weekly sales meeting **Administration** + For select relationships, implements investment portfolio changes to execute strategy. + Effectively utilizes… more
- State of Colorado (Denver, CO)
- …new investment programs established under SB25-167, including the Community Investment Portfolio and the Educator First Home Ownership Program. The ... + Oversee the operational setup and ongoing administration of the Community Investment Portfolio and the Educator First Home Ownership Program. + Develop and… more
- Citigroup (New York, NY)
- …preferred **Job Family Group:** Private Client Product Services **Job Family:** Investment Portfolio Management **Time Type:** Full time **Primary Location:** ... and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of investment... Portfolio Manager to join our team of investment professionals and contribute to the investment … more