- Regions Bank (Birmingham, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for ... Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and multiple partners to development … more
- Oracle (Montgomery, AL)
- …are accurately captured and recorded + Oversee and maintain master portfolio capacity model and ensure adequate controls are implemented, including performing ... + Problem solving and providing input and support to manager to unblock on business and project critical needs...or consulting (3+ years) + Experience with financial modeling, CFA candidates preferred + Advanced Microsoft Excel - specifically… more
- Regions Bank (Birmingham, AL)
- … portfolio modeling and optimization, manager positioning, developing portfolio recommendations and monitoring the investment policy statement for ... section of the system. **Job Description:** At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high standard… more
- UMB Bank (Montgomery, AL)
- …of financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus + Prior experience ... Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact… more