- Regions Bank (Atlanta, GA)
- …into the careers section of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for ... Private Wealth or Institutional Clients by serving as the Portfolio Manager + Works with clients and...+ Works with clients and multiple partners to development investment objectives and goals through discussion and identification of… more
- Oracle (Atlanta, GA)
- …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
- Truist (Atlanta, GA)
- …a primary source for investment communication. The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of ... portfolio management and client communication cycle. Prepare regular investment reviews for existing clients, recommend, establish, monitor, and adjust, as… more
- CIBC (Atlanta, GA)
- … portfolio . You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the client ... client investment objectives and organizational policies. + Expand your portfolio : Acquire new high-net-worth clients with complex financial needs by engaging in… more
- Truist (Atlanta, GA)
- …+ Conduct ad-hoc analyses on target asset portfolios to better understand portfolio opportunities and future performance. + Analyze loan portfolios and new ... views of risks and returns and contribute to driving balance sheet/loan portfolio recommendations. + Engage with business units ("BU") and conduct reviews and… more
- Truist (Brunswick, GA)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- UMB Bank (Atlanta, GA)
- …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