- City National Bank (Houston, TX)
- * PORTFOLIO MANAGER* WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor...of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S… more
- Commerce Bank (Columbia, MO)
- …Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship Managers who are accountable for ... and resources, objective advice, customized solutions and unparalleled service. As a Portfolio Manager I, you'll meet with assigned clients on a regular basis,… more
- TD Bank (New York, NY)
- …this role. **Line of Business:** EPOCH LLC **Job Description:** The VP, Client Portfolio Management (CPM) acts as a central point person to manage the interaction ... a broad array of questions including on investment philosophy and process, and portfolio positioning and performance + Manages internal database of client FAQs +… more
- Capital One (Mclean, VA)
- Agency Underwriter and Portfolio Manager I Capital One is active in all aspects of the Commercial Real Estate arena with extensive experience in permanent and ... efficiency through the use of Analysts\Senior Analysts + Review work of analyst /senior analysts assisting on deals and pre-screens + Higher level external exposure… more
- Capital One (Mclean, VA)
- Principal Associate, Quantitative Analysis - Investment Portfolio Team At Capital One data is at the center of everything we do. As a startup, we disrupted the ... in the world of data-driven decision-making. As a Quantitative Analyst at Capital One, you'll be part of a...of quantitative modeling in relation to finance and investment portfolio modeling principles. + Extensive experience in Python or… more
- Columbia Bank (Boise, ID)
- **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions ... asset allocation strategies including alternative investments. + Monitor and assess portfolio performance. + Excellent communicator that builds trust with clients,… more
- University of Southern Mississippi (Hattiesburg, MS)
- …applying for this position. Job Summary The Director of Prospect Development and Portfolio Management is a key leadership role within the USM Foundation, responsible ... identification, qualification, tracking and moves management of prospective donors to support the university's advancement and fundraising goals. This role requires… more
- Commerce Bank (Kansas City, MO)
- …Job The main purpose of this job is to provide a high level of support to the team. This role will answer client questions, provide specialized reporting, and help ... with internal communications. Essential Functions + Provide compliance and investment support to team members, including preparation of client presentation materials… more
- IBM (Bellevue, WA)
- …an entry-level Product Marketing Manager for IBM's ITFM and Cloud Financial Management portfolio , you will help define how IBM brings cost optimization and financial ... who want to combine an interest in technology, finance, and storytelling to support a rapidly growing, high-impact market segment. What You'll Do - Product… more
- JPMorgan Chase (New York, NY)
- …to KYC, AML, Reputation Risk, and other standards + Guide and mentor the Analyst or Associate supporting the client portfolio to help them develop their ... a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total compensation… more