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WEALTH AND INVESTMENT PORTFOLIO MANAGER SR.

Works closely with the client to monitor investment performance and recommend a strategy.Responsible for ongoing client service and joint sales calls with business development staff.Must keep current on related market trends.May h...

CompanyHuntington Bank
AddressPittsburgh, PA
CategorySales/marketing
Salary$78.5K - $99.4K a year
Job typeFull-time
Date Posted a month ago See detail

Wealth and Investment Portfolio Manager Sr.

Huntington Bank

Pittsburgh, PA

$78.5K - $99.4K a year

Works closely with the client to monitor investment performance and recommend a strategy.Responsible for ongoing client service and joint sales calls with business development staff.Must keep current on related market trends.May h...

Capital and Investment Portfolio Manager, VP

First Horizon Bank

Charlotte, NC

Collaborate with Treasurer, ALCO, and Executives, and Board of Directors on enterprise-wide strategic balance sheet management. Lead capital markets access including unsecured debt, subordinated debt, preferred stock, and common s...

AVP, Investment Portfolio Management

Vystar Credit Union

Jacksonville, FL

Maintain the Investment Portfolio in Yield Book and prepare portfolio reports for ALCO and other committees. Monitor prepayment of mortgage securities in portfolio against purchase expectations and their contribution to book incom...

Fund Portfolio Management, Prime Europe - Real Estate Investing - Associate

Eaton Vance

New York, NY

One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic and regional core Real Estate investment strategies. With 17 off...

Analyst, Debt Portfolio Management

Berkshire Residential Investments

Boston, MA

Develop, maintain, update, and analyze comprehensive financial models, integrating both historical, current and proforma information; work closely with various levels of the organization to effectively identify and address busines...

Portfolio Management Associate

Harbor Financial Group

Charleston, SC

$56.3K - $71.3K a year

Develop workflows and processes for managing client accounts. Utilize trading software to execute buys and sells of investments. Analyze and create proposals aligned with current best-thinking. Detail oriented with an emphasis on...

Product Manager - Alternative Investments, Portfolio Analytics

Bloomberg

New York, NY

Collaborate with other Product Managers to develop and execute plans to improve our total portfolio offering, focusing on private markets. Build a close working relationship with the business, Research and Sales divisions and inco...

Portfolio Manager - Co-Investments

Texas Municipal Retirement System

Austin, TX

$180,000 - $270,000 a year

Source, screen, and engage in due diligence on direct/co-investment opportunities globally across venture capital, growth equity, leveraged buyouts, private credit (direct lending, opportunistic, asset-based opportunities, structu...

Senior Portfolio Manager/Investment Advisor

Avior Executive Search

Miami, FL

Perform thorough due diligence on current and prospective managers through a structured quantitative and qualitative process analyzing historical performance, risk management, team structure, investment process, as well as complia...

Ventures Investment Portfolio Analyst

Capital One

New York, NY

Analyze and aggregate financial reporting of portfolio companies. Own annual portfolio financial reporting and monitoring efforts for Capital One Ventures and its investment committee. Maintain COV's internal ledger and own proces...

Credit Portfolio Manager - Ag

Us Bank National Association

Oshkosh, WI

Bachelors degree, or equivalent work experience Three to five years of commercial banking experience Advanced knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and busi...

Society Conference and Events Portfolio Manager (E5674)

Ieee Corporate

Piscataway, NJ

4-7 years experience in the event/travel industry on a global scale Req 4-7 years Program/Project Management experience Req Strategic Alignment: Conferences should reflect and advance EMBSs strategic objectives. Financial Managem...

Senior Accountant - NYC Private Equity - Investment Management Firm

J Harlan Group, Llc

New York, NY

Maintain the books and records of various entities. Prepare monthly, quarterly and annual financial statements and supporting schedules. Record monthly journal entries and prepare bank reconciliations. Facilitate and complete mont...

Capital Markets Associate-Portfolio Management

Pnc Financial Services Group

Pittsburgh, PA

$73.1K - $92.6K a year

Escalate issues accordingly and manage credit risk and compliance documentation.May engage in frequent verbal and written communication with internal and external parties, which may include Commercial Lending Operations, Finance,...

Global Markets Credit Lending Portfolio Management – Director

Bank Of America

New York, NY

$126,000 - $237,800 a year

Deliver the comprehensive view of the GMC Lending portfolio, including providing key stakeholders timely and succinct updates, summaries, and presentations on exposure, risk exposures, forecast, and key drivers. Drive an efficient...

Media Investment Manager

E & J Gallo Winery

Remote - United States

Collaborates with internal and external partners to bring business needs for media to cross functional teams to drive outcomes; leverage these teams to inform recommendations and strategies. Media planning process from briefing th...

Portfolio Manager

Corporate Functions

Austin, TX

- Conduct quarterly reviews of key initiatives with senior leadership.- Ensure oversight and coordination of dependencies across projects in the portfolio.- Ensure tight inter-team coordination and communication.- Provide presenta...

Head of Market Risk & Investment Portfolio Credit Risk

Northern Trust

Chicago, IL

Unspecified

Oversight of Treasury Investment Portfolio Credit Risk. Serve as the primary conduit between Credit Risk and Treasury ensuring that appropriate risk management practices are followed in managing the Investment Portfolio.. Primary...

Loan Portfolio Manager

Golden Bank Na

Alhambra, CA

$90.7K - $115K a year

Extend credit as approved under position authority or as approved by the Loan Committee. Develop lending prospects under the supervision of the CEO/President/Team Supervisor. Follow lending and operational policies which are consi...

Associate, Fixed Income Portfolio Management

Blackrock, Inc.

New York, NY

Develop a deep understanding of client specific guidelines and objectives, and customize portfolio construction accordingly. Coordinate across sector teams to ensure targets are implemented in a timely and consistent fashion. Cont...

Credit Portfolio Manager - Ag

Us Bank National Association

Pleasanton, CA

Bachelors degree, or equivalent work experience Three to five years of commercial banking experience Advanced knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and busi...

Retail Power Portfolio Management Senior Advisor (Senior Portfolio Manager)

Engie

United States

Trade financial and physical instruments for Energy, Capacity, Renewable Energy Certificates (RECs), Ancillaries, Firm Transmission Rights (FTRs), Power Purchase Agreements (PPAs), Power Options, and Weather derivatives in support...

Credit Portfolio Manager - Ag

Us Bank National Association

Overland Park, KS

Bachelors degree, or equivalent work experience Three to five years of commercial banking experience Advanced knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and busi...

Financial Analyst / Investment Risk Management Specialist / Education Consultant

Immi Consulting

Jersey City, NJ

$15 - $40 an hour

Conduct Market Research: Perform in-depth market research to identify trends, economic conditions, and influencing factors in the stock market. Analyze Stock Trends: Use quantitative and qualitative analysis to evaluate stock perf...

IS Portfolio Manager - US Manufacturing

Biomérieux

Durham, NC

A family-owned company, bioMrieux has grown to become a world leader in the field of in vitro diagnostics. For almost 60 years and across the world, we have imagined and developed innovative diagnostics solutions to improve publi...

IS Portfolio Manager - US Manufacturing

Biomérieux

Hazelwood, MO

A family-owned company, bioMrieux has grown to become a world leader in the field of in vitro diagnostics. For almost 60 years and across the world, we have imagined and developed innovative diagnostics solutions to improve publi...

Program & Portfolio Manager-Limited Term (Hybrid)

Georgia Institute Of Technology

Atlanta, GA

Job Title: Program & Portfolio Manager-Limited Term (Hybrid)Location: Atlanta, GeorgiaRegular/Temporary: RegularFull/Part Time: Full-TimeJob ID: 272505About Us Georgia Tech prides itself on its technological resources, collaborati...

Vice President, Portfolio Manager - Diversified Industries Group

Bank Of Montreal

Dallas, TX

Leads and executes business development plans to that business goals are achieved or exceeded. Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improv...

Summer 2024 - Regulatory Portfolio Management Internship

Bristol-Myers Squibb Company

Princeton, NJ

Co-lead GRST meetings in alignment with the GRS Culture Playbook to ensure high quality discussions & decisions; diligent follow-up with sub-team members to uphold accountabilities and drive decision making, project availability d...

Investment Manager Services - Transaction Management, Assistant Vice President

State Street

Sylvania, PA

Not disclosed

Responsible for the direction and training activities of the staff through subordinate managers. Conducts periodic performance reviews; provides ongoing counsel, training, development, and motivation. Participates in the hiring, s...