- 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 advisor issues as it relates to… more
- LA Care Health Plan (Los Angeles, CA)
- …Manager III Job Category: Administrative, HR, Business Professionals Department: Enterprise Portfolio Management Office Location: Los Angeles, CA, US, 90017 ... required to achieve that purpose. Job Summary The enterprise Portfolio Management Office (ePMO) is accountable for...Experience Required: At least 6-8 years of relevant Program Management , Health Care Administration, Research OR Clinical… more
- JPMorgan Chase (Boston, MA)
- …oversight reporting + Conduct ad-hoc client and internal analyses related to client portfolio investment and/or tax- management outcomes. + Develop a ... Wealth Management environment, particularly with a focus on client portfolio implementation, investment oversight/governance, and/or wealth management… more
- Commerce Bank (Kansas City, MO)
- …This Job The main purpose of this job is to manage a team of Portfolio Managers, Portfolio Management Associates and Investment Assistants. This position ... addition, the team leader will be charged with the management of assigned Commerce Trust client portfolios...Knowledge, Skills & Abilities Required + Strong knowledge of portfolio management , including knowledge of best practices… more
- JPMorgan Chase (Columbus, OH)
- …and skills** + CFA designation and/or a postgraduate degree + Experience with portfolio management tools such as Bloomberg, Yield Book, Intex, InvestorTools ... & Commodities (GFICC) group has over $180 billion in fixed income assets under management . The client base consists of Institutional, Private Bank, High Net… more
- BOOZ, ALLEN & HAMILTON, INC. (Arlington, VA)
- Portfolio Management Specialist, Mid Key Role: Provide strategic oversight and portfolio management analysis of Defense Business System ( DBS ) ... groups, process reviews, and program management reviews. Provide IT Investment portfolio management and governance support to manage the lifecycle of T… more
- PNC (Washington, DC)
- …an Associate Portfolio & Trust Administrator within PNC's Institutional Asset Management (IAM) organization, you will be based in Washington DC The position is ... play a key role in supporting the Institutional Asset Management (IAM) Team in the Washington DC market. This...reporting, administrative and sales support. Tasks include: * Prepare client reports, portfolio book reviews & other… more
- Zions Bancorporation (Las Vegas, NV)
- …Las Vegas, NV and reports up to the Director of Investment Management . The Portfolio Manager (PM) role is 30-40% client facing and works closely with other ... bring the opportunity. We are currently seeking a **Wealth Management Portfolio Manager** to join our team....market trends, and analyzing securities. + Works closely with client relationship managers and other wealth management … more
- JPMorgan Chase (Columbus, OH)
- **Job Title: Portfolio Management Group (PMG) Associate** **Position Description:** The Portfolio Management Group (PMG) at JP Morgan is seeking a ... US Wealth Management . **Roles and Responsibilities:** + **Investment Implementation Portfolio Management :** + Monitor, invest, manage, and trade both… more
- JPMorgan Chase (Columbus, OH)
- … Management Solutions, Portfolio Manager Analyst or Associate. The Portfolio Management Group (PMG) is the implementation engine for Private Banking's ... accounts for model drift and strategy deviation + Relationship management with internal clients ( client facing teams)...of investments with keen interest in broadening knowledge of portfolio management + Demonstrated track record of… more