- First Horizon Bank (Knoxville, TN)
- **Description** **Location:** On site at location listed in job posting **Summary** Portfolio Manager / Business Development Officer at Registered Investment ... management for the firm's investment strategies + Serve as the primary portfolio manager for clients: establishing investment objectives, managing the client… more
- First Horizon Bank (Atlanta, GA)
- …**On site at location listed in the job posting** **Summary** The Portfolio Manager is responsible for proactively managing portfolios by identifying ... trends and alerting management to changes in portfolio conditions. Partners with Relationship Managers to manage credit proposals and renewals; independently… more
- KeyBank (Cleveland, OH)
- …net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client Focus** ... **EQUIPMENT USED/PHYSICAL REQUIREMENTS** + Office equipment, MS Office Suite + Trust accounting system and portfolio management system. **TRAINING REQUIRED**… more
- Janus Henderson Investors (Denver, CO)
- …and purpose align with your own, we would love to hear from you! Overview The Senior Portfolio Analyst will support the Core Plus / Multi Sector portfolio ... to achieve client objectives. This role works closely with senior portfolio managers, analysts, traders, compliance, and...risk, and asset allocation. + Raise trades on the portfolio manager 's behalf when required and resolve… more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... along with the power to make a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a trust book and is… more
- City of New York (New York, NY)
- …The Senior Investment Officer will be responsible for developing Portfolio Construction methodologies and analytics with a goal of generating sustainable alpha ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...but are not limited to, the following: - Analyze portfolio construction, provide recommendations on asset allocation, manager… more
- UMB Bank (Rust, MI)
- …goals and objectives. + When appropriate, for accounts without an assigned Portfolio Manager , provides investment management services for clients, including ... of the appropriate risk level for the client or trust , high level investment updates and portfolio advice. + Maintains current knowledge of UMB policies and… more
- KeyBank (Chicago, IL)
- …business referrals and to enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a culture of ... a high net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. COMPENSATION AND BENEFITS This… more
- City of New York (New York, NY)
- … - Alternative Delivery will drive the successful execution of projects within the Trust 's Modernization & Preservation Program portfolio . Under the Trust ... June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust… more
- Robert Half (Dallas, TX)
- JOB REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You ... is looking for an Internal Audit & Financial Advisory Manager focused on Trust Auditing to join...be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of… more
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