- Bank of America (Kansas City, MO)
- …the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and ... allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind ... building and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote...Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their… more
- First Horizon Bank (Knoxville, TN)
- …**Key Responsibilities Include** + Assist in equity and fixed income research and portfolio management for the firm's investment strategies + Serve ... Include** + Bachelor (4-year college) degree + 10+ years of experience of investment and portfolio management experiencean equivalent combination of… more
- CIBC (Boston, MA)
- …Group Problem Solving, Investment Products, Professional Presentation, Researching, Research Reporting, Wealth Management At CIBC, we are in business to help ... business developments teams across the US to provide sound investment management and advisory services. Furthermore, new...15+ years of industry experience including experience as an investment portfolio manager focused on hedge fund… more
- City National Bank (New York, NY)
- …analytical and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of ... City National Rochdale, the company's Wealth Management group, you will provide white-glove...you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and… more
- Truist (Atlanta, GA)
- …Solutions Sales Delivery (Small Business Banking, Business Banking, HHG, Corporate Banking, Investment Banking, Wealth Management , Commercial Real Estate, ... with the Commercial Community Bank, Corporate and Institutional Group, Private Wealth Management , Corporate Liquidity Product Sales, Lending, Card Services,… more
- Umpqua Bank (South Jordan, UT)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San ... business. Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management ...Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing… more
- Neuberger Berman (New York, NY)
- … modeling exercises + Oversee the implementation and maintenance of portfolio management and reporting systems (Aladdin and Clearwater) **Qualifications:** ... equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform… more
- Citigroup (Fort Lauderdale, FL)
- …exposures to Citi's North American Wealth clients + Assist with portfolio management activities, including limits, stress testing, portfolio reviews, ... of the risks. Focus on understanding the client's financial strength, investment objectives, risk tolerance, investment /collateral portfolio characteristics,… more
- BMO Financial Group (Los Angeles, CA)
- …+ Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & ... and in compliance with the Bank's policies and related procedures. Client Performance/ Portfolio Management + Actively manage assigned portfolio to maximize… more