- 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
- BlackRock (New York, NY)
- …America. **Key Responsibilities** Our LDI team is searching for an Associate to focus on Client Portfolio Management and Portfolio Management ... work will span analysis, client -oriented responsibilities and portfolio management , to deliver value for our...relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work… 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
- PNC (Irvine, CA)
- …valued and have an opportunity to contribute to the company's success. As a Portfolio Associate - PNC Institutional Asset Management (IAM) organization, you will ... play a key role in supporting the Institutional Asset Management (IAM) Team in the West Region. This position...reporting, administrative, and sales support. Tasks include: * Prepare client reports, portfolio book reviews & other… more
- Walmart (Bentonville, AR)
- **Position Summary ** The Senior Manager, Portfolio Management , leads the strategic oversight of Walmart's property portfolio by optimizing the space and ... real estate portfolio . By leveraging expertise in portfolio management , negotiation, and project management...approved timelines and expectations + Be accountable to the client business units for the creation, approval, and execution… more
- BlackRock (Atlanta, GA)
- … portfolio management tasks; daily liquidity management , portfolio re-balancing, corporate action analysis, client activity; risk and performance ... will be responsible for all aspects of index equity portfolio management across a range of ...relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work… 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
- JPMorgan Chase (Newark, DE)
- …and tactical shifts when announced by Portfolio Construction + Relationship management with internal clients ( client facing teams) and work with various ... **Description** The Portfolio Management Group (PMG) is the...across managed account business including the following: + Monitoring client activity such as: new account initial investing and… more