- Janus Henderson Investors (Denver, CO)
- …spread risk, interest rate risk, and asset allocation. + Raise trades on the portfolio manager 's behalf when required and resolve compliance alerts. + Assess ... key risk metrics, key rate duration exposure and asset allocation within portfolio guidelines and manager targets. + Monitor consistency across accounts.… more
- UMB Bank (St. Louis, MO)
- The Small Balance Commercial Real Estate (SBCRE) Portfolio Manager II role is tasked with executing all portfolio management activities for monitoring, ... which generally consists of loan transactions ranging from $1,000,000 to $5,000,000. The Portfolio Manager will individually engage in active portfolio … more
- Coldstream Wealth Management (Portland, OR)
- …you'll have the opportunity to work directly with the team's Portfolio Manager daily and participate in our firm-wide Investment Strategy Group (ISG), which ... for public markets managers + Creating and maintaining documentation regarding wealth manager investment practices + Answering team members' questions related to… more
- KeyBank (Cleveland, OH)
- …and Renewable clients. Familiarity with project finance lending experience is preferred. The Portfolio Manager provides leadership for the deal team in analysis, ... as documentation. She/he leads discussions and builds strong relationships with clients. The Portfolio Manager acts as a credit execution product specialist and… more
- SimIS Inc. (Norfolk, VA)
- …Business Intelligence (BI) tools such as Clarity or Qlik Sense. + Certified Portfolio Manager (CPM) or Project Management Professional (PMP) is highly desirable. ... the future. To support our NATO customer, SimIS Inc seeks a Capability Portfolio Analyst to support NATO Capability Program Managers and projects. The candidate will… more
- KeyBank (Cleveland, OH)
- …broker dealer community. * Responsible for building solid relationships and trust with Portfolio Manager 's in the field, senior management and broker dealers. * ... continuous improvement mindset. * Responsible for building solid relationships and trust with Portfolio Manager 's in the field and with senior management. *… more
- CBRE (Houston, TX)
- …America **About The Role:** Responsible for performing specific and overall support for Portfolio Manager in the servicing of multiple portfolios of commercial ... Portfolio Senior Analyst Job ID 247716 Posted 19-Nov-2025...Management (program management, project management, cost consulting); Real Estate Investments ( investment management, development). Please visit our… more
- Regions Bank (Shreveport, LA)
- …servicing customers. **Primary Responsibilities** + Answers phones and assists the local Portfolio Manager with clients requests for information + Creates and ... and processes AUM reports + Creates ROADS performance reports, Investment Scorecard reports, benchmark maintenance and report format changes...and report format changes + Prepares APX reports for portfolio manager review + Assists with … more
- Pew Charitable Trusts (Washington, DC)
- Manager , Prospect Research and Portfolio Management Partnerships The Partnerships team works to scale Pew's impact in the world by building an engaged community ... resources to advance our vital work. Position Overview The manager , Prospect Research and Portfolio Management leads...+ Knowledge of specific measures for demonstrating return on investment in research is preferred. + An interest in… more
- Bank of America (New York, NY)
- …Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and ... allocation, multi asset portfolio construction and traditional and alternative investment manager selection. + Engage advisors to deliver our enterprise-wide… more