- 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 and ... clients, at discretion of lead Financial Advisors. * Prepares presentations, portfolio /equity analyses, and proposals for High Net Worth and institutional clients… more
- KeyBank (ME)
- …Street, Suite 301 - Portland, Maine 04101 **JOB BRIEF (PURPOSE)** Provide centralized portfolio management support enabling Portfolio Managers and Portfolio ... JOB FUNCTIONS** **Technical** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy,… more
- Capital One (Houston, TX)
- Analyst , Specialty Underwriter & Portfolio Manager - Energy, Power and Renewables The Underwriting and Portfolio Management organization is responsible for ... to be regularly worked. Houston, TX: $115,900 - $132,200 for Analyst , Specialty Underwriter & Portfolio Manager Candidates hired to work in other locations will… more
- Xcelerate Solutions (Edgewood, MD)
- Program Analyst III - Cross Portfolio Integration Xcelerate Solutions is seeking a mid-level program analyst who will support Joint Program Executive Office ... In this role, you will support the JPEO across several portfolio to aid portfolio management, analysis, and project execution. This includes developing briefs,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Analyst in Commercial Banking Specialized Industries - Healthcare to work in partnership with deal teams that provides ... grow relationships + Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews + Collaborate and consult… more
- KeyBank (Portland, ME)
- …Suite 301 - Portland, Maine 04101 **Job Profile Summary** The Compliance Analyst supports the Wealth Management Fiduciary Risk & Compliance team in overseeing ... of policies and procedures aligned with OCC expectations. + Collaborate with portfolio managers, risk, and audit teams to resolve issues. + Participate in… more
- Affinius Capital (San Antonio, TX)
- …over $62 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and ... more information, visit affiniuscapital.com. **Job Description** The role of thePortfolio Management Analyst is to assist in managing the operations of the Eagle… more
- JPMorgan Chase (Columbus, OH)
- The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors ... growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG… more
- Thrivent Financial (Minneapolis, MN)
- …today-and tomorrow. Job Summary This position is responsible for providing portfolio compliance oversight for Thrivent's General Account, mutual funds, and other ... investment accounts. Portfolio Compliance oversight includes ensuring that all aspects of...WI state insurance commissions, etc.) and adhere to the portfolio mandates as outlined in the prospectus documents (Mutual… more
- JPMorgan Chase (Newark, DE)
- **Description** The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for ... growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG… more