- Zions Bancorporation (Las Vegas, NV)
- …endless. You bring the talent; we bring the opportunity. We are currently seeking a ** Wealth Management Portfolio Manager** to join our team. This position ... Vegas, NV and reports up to the Director of Investment Management . The Portfolio Manager...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth… more
- JPMorgan Chase (New York, NY)
- …Description: The role is part of the Investment & Research Team (IRT) within Wealth Management Investment Solutions. The Investment & Research team ... (JPMA) Financial Advisors (FAs) and their discretionary strategies within the JP Morgan Wealth Management Portfolio Manager (PM) Program. The PM Program… more
- JPMorgan Chase (Columbus, OH)
- Wealth Management Solutions, Portfolio ...manages risk in accounts across our investment management and trust portfolios. **The Portfolio Manager ... Manager Analyst or Associate. The Portfolio Management Group (PMG) is the implementation engine for Private...years' work experience in financial services industry with Private Wealth Management experience preferred + Demonstrated solid… more
- JPMorgan Chase (Newark, DE)
- **Description** The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage ... Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios. **Job Responsibilities :** + Implementation… more
- Citigroup (Miami, FL)
- …net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or ... will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high… more
- Huntington National Bank (Columbus, OH)
- …timeliness. + Communicate key developments in external research and manager performance to portfolio managers and the investment team. + Assist in preparing ... Description + Track, review, and summarize outsourced alternative investment research and due diligence. + Monitor performance of alternative investment … more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between… more
- BlackRock (Atlanta, GA)
- …Responsibilities** + Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through ... help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas...one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid… more
- Regions Bank (Indianapolis, IN)
- …Equivalent + Seven (7) years applicable knowledge or experience in investment / portfolio management , brokerage, finance, or equivalent **Preferences** ... of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a ...and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends… more
- Citigroup (Fort Lauderdale, FL)
- …of documentation + Preparing and reviewing facility covenants + Assisting in Portfolio Management , including CA Annual reviews, covenant monitoring and ... maintenance + Problem Recognition and assisting with classified loans remedial management + Appropriately assess risk when business decisions are made, demonstrating… more