Client Portfolio Manager jobs in Oregon

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SR. CLIENT PORTFOLIO MANAGER

Handles all investment aspects and client investment inquiries on assigned accounts. Acts as primary point of contact for fully managed accounts (IMAs, IRAs, Revocable Trusts, Charitable Trusts, and Nonprofits) in a style consiste...

CompanyWashington Trust Bank
AddressPortland, OR
CategoryInformation Technology
Job typeFull-Time
Date Posted a month ago See detail

Sr. Client Portfolio Manager

Washington Trust Bank

Portland, OR

Handles all investment aspects and client investment inquiries on assigned accounts. Acts as primary point of contact for fully managed accounts (IMAs, IRAs, Revocable Trusts, Charitable Trusts, and Nonprofits) in a style consiste...

Senior Data Engineer - Portfolio Management Group

Koin

Sandy, OR

Establish data models to support us and the distribution of Portfolio Management Data. Build processes and tools for storing and populating data. Develop, configure, customize and manage integration tools, databases, warehouses an...

Senior Data Engineer - Portfolio Management Group

Koin

Beaverton, OR

Establish data models to support us and the distribution of Portfolio Management Data. Build processes and tools for storing and populating data. Develop, configure, customize and manage integration tools, databases, warehouses an...

Strategic Initiatives Portfolio Manager

Health Share Of Oregon

Portland, OR

United States, Oregon, Portland

Oversee distribution and management of Health Share's strategic investments in the community.. Oversee and manage funding renewal and revision process based on budgeting cycle for each fund in the portfolio.. Oversee and track the...

Senior Solutions Architect - Portfolio Management Group

Koin

Wilsonville, OR

Ensure the architecture of applications and systems (eg, Charles River, SS&C GWP) are suitable to meet our business needs. Lead large Technology and business teams to evaluate current technology solutions, as well as plan, design,...

Community Association Portfolio Manager

Community Association Partners, Llc

Beaverton, OR

Community Association Manager We are a growing community HOA management firm and we are looking for hard working and forward thinking individual to fill the position of Community Association Manager.We are in the business of build...

Commercial Loan Portfolio Manager

Mrinetwork Jobs

Eugene, OR

Participate with the Commercial Lender in meetings with the client or prospect at either the customer's place of business or at the bank offices. Assist the Commercial Lender by maintaining any CRM or Pipeline Reports, and assist...

Portfolio Manager

Empirical Wealth Management

Portland, OR

$150,000 - $200,000 a year

Portfolio rebalancing and trading,. Communication with high-net worth individuals, including:. Performance calculation and reporting. Analysis of prospective clients investment portfolios. Conducting investment research. Notifyin...

Portfolio Manager Assistant - 2521

Guardian Management

Portland, OR

Guardian has an immediate opportunity for a Full-Time Portfolio Manager Assistant (PMA) to join our experienced and committed team at our downtown Portland home office!The primary purpose of the PMA position is to provide ongoing...

Portfolio Management Coordinator

Holman

Beaverton, OR

$50,000 - $62,000 a year

Create appointments or turn over engaged portfolio customers for store follow up. Identify opportunities to create an maintain loyalty. Monitor portfolio to identify opportunities. Manage customer lifecycle to maintain loyalty and...

Global Client Success Manager, Europe

Motorsport Network

Remote - Oregon, United States

Show jobResponsibilitiesBe the main point of contact for clients, ensuring their inquiries are responded to and their issues or concerns are addressedCollaborate with internal teams to ensure client satisfaction is met and success...

Security Client Services Manager

Gardaworld Security Services U.s.

Portland, OR

$80,000 - $90,000 a year

Supervise the day-to-day security service provided to the facilities and ensure service is of the highest standards Develop and maintain effective relationships with clients and employees and serve as the liaison between GardaWorl...

Product and Sales Application Manager (Direct Placement with Client)

Sigma Design

Hillsboro, OR

Health Insurance (Medical, Dental, & Vision) - Employee 100% covered, Dependents 80% covered, option of upgraded plan available. $500 wellness reimbursement annually. Company matches up to 3% of IRA contributions. Up to $3,000 tui...

Client Product Manager

Iseatz

Bend, OR

$109,000 - $159,000 a year

Guide a pod/team of engineering resources (Tech Lead, Front End/Back End/Full Stack) plus QA to prioritize the backlog of initiatives (internal and client-driven), document initiative requirements, refine requirements and solution...

Portfolio Asset Manager

Bienestar

Hillsboro, OR

$65,000 - $95,000 a year

Monitors and maintains the fiscal, physical and regulatory compliance of Bienestars affordable housing portfolio to performance standards set by the Senior Asset Manager and Director of Housing. Performs asset management function...