- Zions Bancorporation (Houston, TX)
- …our communities, and our employees. We are looking for a seasoned Underwriter/ Portfolio Manager in Houston, Texas. This role will focus on underwriting, managing ... for profit is ideal but not required. + Manage and service a portfolio of loan relationships. + Spread and analyze financial statements, addressing industry risks… more
- Vanguard (Malvern, PA)
- …for fixed income funds and ETFs. Summary As a Senior Fixed Income Client Portfolio and Product Manager you will be responsible for representing our active fixed ... partner to critical stakeholders across the organization including investment leaders, portfolio managers, sales executives, and members of the executive team. As… more
- CBRE (Tampa, FL)
- Portfolio Analyst Job ID 251981 Posted 11-Dec-2025 Service line GWS Segment Role type Full-time Areas of Interest Data & Analytics, Design Location(s) Menlo Park - ... States of America **About the Role:** As a CBRE Portfolio Analyst, you will deliver strategic insight to client...education, training, and experience. The minimum salary for the Portfolio Analyst role is $85,000,000 annually and the maximum… more
- KeyBank (Cleveland, OH)
- …and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This ... advantages of the Key Private Bank platform and process as a portfolio advisor. Responsible for either meeting or exceeding assigned individual sales goals… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base + ... deal teams, fund accounting, marketing/RFP, and investor relations + Support portfolio analysis, reporting, and valuation work + Manage quarterly financials, cap… more
- JPMorgan Chase (New York, NY)
- As the Head of the USWM Portfolio Advisory Group, (PAG) you will serve as the lead for investment solutions within US Wealth Management, our mass affluent client ... and platforms, including the rollout of ConnectWealth. Our Team The USWM Portfolio Advisory Group is a critical team within JPMorgan Wealth Management, responsible… more
- Banc of California (Durham, NC)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Portfolio Analyst role is responsible for monitoring the performance of borrowers, ... from expected performance, and raising credit concerns to the portfolio team. The Portfolio Analyst should strive...credit concerns to the portfolio team. The Portfolio Analyst should strive to understand the client's operating… more
- Robert Half Finance & Accounting (Englewood, CO)
- …partnering with a small financial services client in the Denver on a Portfolio Administrator opening. This position plays a critical role in supporting the ... The ideal candidate will have at least 1 year of experience in portfolio administration, investment operations, or a related financial services role. This is an… more
- Charles Schwab (Southlake, TX)
- …that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry ... the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. + Conducting requirements-gathering meetings… more
- NBC Universal (New York, NY)
- …entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our ... Insights & Measurement (I&M) organization seeks a Manager to join the growing Portfolio Initiatives team. You will play a key role in leading the Measurement… more