Senior Portfolio Manager Jobs

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83 Senior Portfolio Manager jobs found on Monster.

Jobs 1 to 20 of 83
Raymond James Financial Inc Tampa, FL
Description Job Summary: Primary responsibility will be to manage the investments on behalf of new and existing high net worth relationships. Sr. Portfolio Manager offers investment management expertise, including the managing of large cap portfolios with completion strategies as well as pure open architecture, implemented using the RJ open architecture platform of RJ Consulting Services, Eagle ...
BMO Harris Bank Appleton, WI
Description Responsible for managing, evaluating and monitoring investment portfolios in a financial planning environment. Implement Portfolio Management research while providing Portfolio Management support to the Director of Portfolio Management, Financial Planners, Directors and Managing Directors. Client Servicing •Prepare investment plans and re-balancing for complex clients’ portfolios (s...
BMO Harris Bank Kansas City, MO
Description Mandate The portfolio manager Grade 16 position provides the organization with the opportunity to segregate portfolios that are complex in nature, medium in average size ($5-15 million) and typically have very demanding clients, with the appropriate skill-set and experience to service them. Investment Management of Client Assets The portfolio manager will define, implement and main...
Regions Financial Corporation Jackson, MS
Senior Portfolio Manager and Team Lead - Jackson, MS At Regions the Trust Portfolio Manager IV will promote corporate and investment policies and procedures and provide a quality investment product. Primary Responsibilities Supervises and monitors the development and implementation of investment and portfolio management policies and procedures Maintains the continuous study of the investment, ...
Fifth Third Bancorp Ft Lauderdale, FL
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 ...
Fifth Third Bancorp Sarasota, FL
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 ...
Charles Schwab & Company San Francisco, CA
Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live a...
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...
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...
Citizens Bank Irvine, CA
Responsibilities The Senior Portfolio Manager is responsible for effective credit underwriting, credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis and modeling, risk evaluation, on-going portfolio maintenance activities, and client support for an assigned portfolio of existing credits. The Senior Portfolio Manager is also re...
Fifth Third Bank Cincinnati, OH
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 ...
Bank of the West Omaha, NE
Qualifications Required Education or Equivalent Experience · Bachelor’s Degree required Required Experience · Seven to ten years Field of Experience · Complete knowledge of economics and equities and fixed income investing and trading. · Compile statistics · Coordinate events · Develop office procedures · Maintain filing systems · Research information Primary Location: United States-Ne...
Description Portfolio Manager, Community Finance Location: New York, NY; Houston, TX; McLean, VA (Washington, DC area) Job Description: -Manage a portfolio of Community Development construction and permanent loans and low-income housing tax credit (LIHTC) fund investments from pre-closing to repayment or end of term. -Monitor loans for compliance with terms and conditions. -Monitor repayment...
T-Mobile Bellevue, WA
Job Description Description This position is responsible for managing project intake processes and relationships with key business partners across the enterprise. This will include collaboration and consultative feedback regarding project scope and impacts with Business Unit Directors and occasionally VPs. Provides guidance and feedback in supporting the delivery of business benefits. Establish a...
Citizens Financial Group, Inc. Irvine, CA, 92606
Responsibilities The Senior Portfolio Manager is responsible for effective credit underwriting, credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis and modeling, risk evaluation, on-going portfolio maintenance activities, and client support for an assigned portfolio of existing credits. The Senior Portfolio Manager is also re...
Robert Half Sacramento, CA
Salary $80,000.00 to $90,000.00 per year Description Lisa Cole (*****) is currently recruiting for a Senior Portfolio Manager for a great company in the Sacramento area. This position is responsible for the analysis, underwriting, and management of C&I, commercial real estate, consumer, and equipment loans. Duties to include: * Analyze financial data related to new and ren...
Charles Schwab Corporation San Francisco, CA, 94118
Job ID: 0423-17258 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...
BNP Paribas Omaha, NE, 68102
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excell...
Bank of the West Omaha, NE, 68102
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excell...
KeyBank Houston, TX
Job Description: ABOUT KEY: Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $92.9 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, inter...

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