- Eastern Bank (Boston, MA)
- …certification preferred. + Minimum 12 years of experience in investments in research or client portfolio management position including minimum of 8 years of ... Manages and advises individual client portfolios across global equities and bonds based...Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across sectors/regions… more
- Allied Universal (Port Sulphur, LA)
- …on the position and eligibility. **Job Description:** Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated ... region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage… more
- TD Bank (New York, NY)
- …details for 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 between the client -facing team and the investment team, for one or...of questions including on investment philosophy and process, and portfolio positioning and performance + Manages internal database of… more
- City National Bank (New York, NY)
- * PORTFOLIO MANAGEMENT CLIENT CARE COORDINATOR* WHAT IS THE OPPORTUNITY? Coordinates client and operational support to a Portfolio Management Team to ... deliver exceptional client /business partner experience. Assist the Portfolio Management Team to solve client and...Assist the Portfolio Management Team to solve client and advisor issues as it relates to operational… more
- CIBC (Chicago, IL)
- …needed; primarily with respect to material changes to negotiated business terms with the client Client Portfolio Maintenance + Work with CIS Relationship ... CIBC's risk culture. Client Sales + Serve as the client 's primary contact/resource/advocate at the Bank for portfolio related issues/reporting/maintenance… more
- BlackRock (New York, NY)
- …Responsibilities** Our LDI team is searching for an Associate to focus on Client Portfolio Management and Portfolio Management responsibilities. Your work ... will span analysis, client -oriented responsibilities and portfolio management, to deliver value for our clients. **Responsibilities:** + Engage with existing and… more
- CIBC (Chicago, IL)
- …escalation point to resolve issues. + **You have demonstrated experience** in Client Portfolio Maintenance: Engaging with RMs, PMs and Associates strategically ... Hours** 40 **Skills** Analytical Thinking, Business Banking, Business Development, Client Service, Financial Advising, Portfolio Management, Results-Oriented At… more
- JPMorgan Chase (Boston, MA)
- …the day-to-day oversight of 55ip's portfolio implementation platform, focusing on client portfolio investment and tax outcomes. You will collaborate with ... development, and strategic initiatives. **Job Responsibilities** + Analyze and review client portfolio trade orders, ensuring alignment with intended investment… more
- Fifth Third Bank, NA (Rosemont, IL)
- …+ Professional presence ( client -facing). + Experience managing an advanced commercial client portfolio with a degree of complexity. + Ability to partner ... career in banking at Fifth Third Bank. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third… more
- Zions Bancorporation (Houston, TX)
- …required. The Fixed Income PM also develops client and prospective client presentations, provides client portfolio reviews, drives new business ... Zions Bancorporation is currently seeking a Fixed Income Portfolio Manager (PM) to join the Corporate Investments...growth, delivers market talking points, and responds to client inquiries as needed. **_Job Responsibilities:_** + Proficient in… more
Recent Jobs
-
Director, Procurement
- Formation Bio (New York, NY)
-
Recruitment Coordinator - Physician
- JobElephant (Wichita, KS)
-
R&D Manager
- AUROBINDO (Durham, NC)
-
Medical Director
- NVA (Vacaville, CA)
Related Job Searches:
Client,
Client Portfolio Associate Fixed,
Client Portfolio Director,
Client Portfolio Manager,
Client Portfolio Manager Fixed,
Client Portfolio Manager Retail,
Portfolio,
Portfolio Client Partner,
Security Client Portfolio Manager,
Sr Director Client Portfolio