- Edward Jones (St. Louis, MO)
- …and experiences. + Support financial advisors with moderately complex client investment portfolio scenarios to deliver more personalized, tax-efficient, and ... investment strategy. **What You Will Do** As a Portfolio Consultant you will: + Partner with and support...various service models - from the creation of tailored investment advice and strategies to the portfolio … more
- Principal Financial Group (Des Moines, IA)
- …team! In this role, you will support the management of the General Account investment portfolio , monitor Alternative Assets and an ICOLI program, make ... investment recommendations, enhance the modernization of portfolio reporting and risk monitoring, contribute to performance attribution analysis, and assist with… more
- Equitable (New York, NY)
- …("GA") Investment team to support the day-to-day management of the GA investment portfolio . The successful candidate will work closely with senior team ... members, external managers and cross-functional partners to provide support investment activity, portfolio monitoring and performance reporting. Responsibilities… more
- KeyBank (Portland, ME)
- …financial goals and objectives. **Technical** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... investment policy, initiates portfolio construction changes consistent with investment strategy. + Maintains compliance with all internal policies and… more
- Regions Bank (Clearwater, FL)
- …Equivalent + Seven (7) years applicable knowledge or experience in investment / portfolio management, brokerage, finance, or equivalent **Preferences** + ... careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed… more
- KeyBank (Cleveland, OH)
- …executing the client strategy. **Responsibilities** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... investment policy, initiates portfolio construction changes consistent with investment strategy. + Maintains compliance with all internal policies and… more
- Bank of America (Chicago, IL)
- …updates + Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns + Assesses and shares ... or non-discretionary) + Create analytical reports for FAs to review client investment portfolio performances against market returns + Propose client… more
- US Bank (Minneapolis, MN)
- …Strategic Investment Committee (SIC CapEx) to Product Council prioritization and investment portfolio review. The role requires close collaboration with the ... goals. + ** Investment Oversight** : Manage the PCS technology investment portfolio , ensuring visibility and accountability for decisions impacting resource… more
- KeyBank (Cleveland, OH)
- …objectives, contributes to team development of relationship strategy and constructs investment portfolio to execute strategy. REQUIRED QUALIFICATIONS * ... ABOUT THE JOB Serves as a member of the Investment Management team executing various trades. Develops street relationships...Portfolio Managers and more senior members of the Investment Management team to implement fixed income strategy across… more
- First Horizon Bank (Knoxville, TN)
- …manager for clients: establishing investment objectives, managing the client investment portfolio , providing regular reporting, and conducting client meeting ... Portfolio Manager / Business Development Officer at Registered Investment Adviser with $1.5 billion in assets under management....+ Assist in equity and fixed income research and portfolio management for the firm's investment strategies… more