Portfolio Manager Jobs
Duties: Manage client investment portfolios of stocks, bonds, mutual funds, and other investment vehicles. Help to grow assets under management by both participating in business development efforts and by growing client portfolios. Serve as both client portfolio manager and, as appropriate, client relationship manager. Periodically report to the client on these investments and results in perso...
Job Description We are working with a bank that is looking to hire an Investment Portfolio Manager on their Wealth Management team. Responsibilities will include: Manage client investment portfolios of stocks, bonds, mutual funds, and other investment vehicles. Help to grow assets under management by both participating in business development efforts and by growing client portfolios. Serve as...
StraussGroup is currently recruiting for a qualified candidate to manage the commercial leasing portfolio of our client. Our client is a multi-state commercial equipment financing company. Prior experience in commercial credit and collections will be a plus....
Company Confidential New York City, NY
Luxury Residential Real Estate Portfolio Management Experience is Needed for Nine Brooklyn and Manhattan Luxury High Rise Rentals and Condominiums Our client is a premier New York City residential developer who is seeking an experienced Luxury Residential Real Estate Portfolio Manager to join their growing firm for their Manhattan location. We are searching for a skilled, dynamic and motivated Po...
Investment Portfolio Manager The portfolio manager, workinginconjunction withtheclientadvisor,is responsible for developing investment strategiesandmanagingclient investmentportfolios according to the established objectiveswiththe clientand in accordance with all internal and regulatory investment and fiduciary guidelines.Work as apart of the Private Bank team to deliver clients a diversesetoffin...
Company Confidential Cleveland, OH, 44132
ASSISTANT PORTFOLIO MANAGERS Cleveland, OH Develop investment strategies for institutional investors through the construction and management of investment portfolios across a broad section of private equity real asset related investments. Travel/relocate to various unanticipated locations as req’d. Send resume: Townsend Holdings LLC, Attn: Denise Marimberga, 1660 West 2nd St., Ste 450, Clevelan...
J.P. Morgan Securities Vice President, Senior Due Diligence Analyst, Portfolio Manager Program At J.P. Morgan Securities (“JPMS”), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and ...
Company Confidential New York City, NY, 10022
New York City based SEC Registered institutional investment advisor seeks Fixed Income Junior Portfolio Manager in the Corporate/Mortgage Products area. Institutional assets under management include separately managed fixed income accounts. Culture is entrepreneurial and team oriented. Functions include portfolio management, analysis and trade execution. Candidate will have minimum 3-5 years of ex...
Req Number 70052413 Job Title Portfolio Manager Admin Area New Business Dev't Business Line Finance , Strategy & Dev AOC Job Category Finance Position Description New Business Development is seeking a Portfolio Manager for Saudi Aramco Energy Ventures (SAEV) to lead the portfolio management function for a leading global corporate venture capital program. The program intends expand its current...
We are working with a bank that is looking to hire an Investment Portfolio Manager on their Wealth Management team. Responsibilities will include: Manage client investment portfolios of stocks, bonds, mutual funds, and other investment vehicles. Help to grow assets under management by both participating in business development efforts and by growing client portfolios. Serve as both client port...
GENERAL SUMMARY: Responsible for the management of investments for trust and advisory accounts. Functions as primary contact and representative of Sandy Spring Bank for designated clients. Gathers additional assets and clients and retains current clients. MAJOR JOB ACCOUNTABILITIES: Investment Policy & Portfolio Management (40%) Develops short and long-term investment policies and strategies b...
Education Investment & Finance Corporation is looking for a Senior Portfolio Manager who has at least 4-5 years of experience in consumer credit and 7 years of overall work experience, which includes but is not limited to, credit reporting analysis, designing loan management, default prevention, recovery strategies, and valuation of loans. Experience interfacing with servicers, reviewing loan tape...
3D Asset Management, Inc. (3D) is a privately held, fast growing investment management firm who is a leader in the managed ETF model-based 401(k) marketplace and has a growing presence with the company’s TAMP and platform-based wealth management programs. 3D’s Flagship Global Asset Allocation Portfolios have a 5 year investment performance history and consistently screen competitively in their res...
Company Confidential Saint Louis, MO, 63119
Essential Duties and Responsibilities: The primary function of the Portfolio Manager is to manage our institutional client relationships through the following activities: provide advice and solutions related to institutional client’s managed bond portfolios provide general ALCO advice to clients manage fixed income portfolios for clients by: 1. implementing approved asset allocation strategie...
Capital Advisors Group, Inc. (www.capitaladvisors.com), an independent investment advisor specializing in institutional cash investments, risk management and debt financing, is seekinga Reporting Analyst. Responsibilities include: Creating, updating and distributing client reports; Preparing client and prospective client presentations; Researching and writing about economic releases and financi...
University System of Georgia Atlanta, GA, 30301
Essential Duties and Responsibilities This position serves as the key liaison with the Concessionaire, the P 3 participating campuses and internal stakeholders for the implementation of the P 3 housing concession agreement and will work to ensure mutual understanding among campuses, BOR staff and Concessionaire regarding the P 3 initiative’s philosophy and major operating guidelines of the releva...
Fifth Third Bank Sarasota, FL, 34236
GENERAL FUNCTION: Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts. Primary functions includeinvestmentmanagement, client service and support of new business efforts.ESSENTIAL DUTIES AND RESPONSIBILITIES:* Develop satisfied clients and new sources of asse...
Northwest Bancorp, Inc. Buffalo, NY, 14202
Coordinating closings for commercial loans including a pre-closing review of approval conditions and documentation and a post-closing documentation review. Performing annual reviews of all types of commercial loans including commercial real estate, commercial and industrial, municipalities and non-profit organizations with minimal assistance and oversight. Analyzing all types of commercial loans...
AllianceBernstein L.P. New York City, NY, 10008
Company Description AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AllianceBernstein employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strat...
UMB Financial Corporation St. Louis, MO
Why UMB Energetic. Friendly. Fun. Not exactly the words that first come to mind when you think about working in the financial industry, right? We get it. At UMB we pride ourselves on being different. We operate in a team-based environment, made up of diverse associates who are passionate, innovative and focused! We have plenty of tradition too – actually over 100 years of it! We're proud of our ...
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Finance Career Tools
$54,000.00 - $270,000.00
Typical Salary for Portfolio Manager
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Builds and maintains portfolio by studying market characteristics and dynamics; identifying potential investments; establishing investment strategies; selecting investments; evaluating investment performance.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Serves clients by explaining investment strategies.
Identifies potential investments by studying markets and companies; interviewing company executives and business analysts; directing and evaluating risk analyses.
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