Investment Portfolio Manager jobs

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AFFORDABLE REGIONAL PORTFOLIO MANAGER

Ensure compliance with all Equal Housing Opportunity/Affirmative Fair Housing laws. Ensure proper LIHTC and/or Section 8 policies and procedures are followed. Monitor LIHTC Application and Annual Recertification processes. Regulat...

CompanyFpi Management, Inc.
AddressOakland, CA
CategoryAccounting/Finance
Job typeFull-Time
Date Posted 2 months ago See detail

Affordable Regional Portfolio Manager

Fpi Management, Inc.

Oakland, CA

Ensure compliance with all Equal Housing Opportunity/Affirmative Fair Housing laws. Ensure proper LIHTC and/or Section 8 policies and procedures are followed. Monitor LIHTC Application and Annual Recertification processes. Regulat...

Temporary Affordable Regional Portfolio Manager

Fpi Management, Inc.

Los Angeles, CA

Ensure compliance with all Equal Housing Opportunity/Affirmative Fair Housing laws. Ensure proper LIHTC and/or Section 8 policies and procedures are followed. Monitor LIHTC Application and Annual Recertification processes. Regulat...

Tax Senior - Investment Management - Private Equity Tax (West Region Office Locations)

Deloitte Us

Fresno, CA

Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings. Coordinating and communicating with client contacts as required to gather information to complete their tax returns.. Trainin...

SBA Portfolio Manager

U.s. Bank

Los Angeles, CA

Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two t...

SBA Jr. Portfolio Manager

First Bank Of The Lake

Greenville, SC

Minimum of 1 year of SBA Credit Underwriting or SBA Junior Portfolio Management experience or comparable experience in SBA lending. Bachelors degree in business administration, Finance, Accounting, or another related field. Knowl...

Senior Solutions Architect - Portfolio Management Group

Fisher Investments

Plano, TX

Ensure the architecture of applications and systems (e.g., 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, desig...

Director of Strategy - Private Banking & Investment Management

Brown Brothers Harriman

Boston, MA

This role is part of PBIM's leadership team, and their work informs core business decisions to protect our competitive advantages and grow and scale the Private Banking & Investment Management businesses.Primary Job Responsibiliti...

ServiceNow Application Portfolio Management (APM) Functional Lead

Deloitte Us

Louisville, KY

Planning and Discovery:. Develop a thorough understanding of the client's requirements. Conduct requirements gathering sessions with clients to identify business needs and objectives. Evaluate what is expected to be configured out...

Senior Underwriter/Portfolio Manager, Fund Banking

M&T Bank

New York, NY

Facilitate the credit needs of customers by underwriting new requests and material modifications from deal screen through approval and for the life of the loan. Manage the ongoing credit risk of existing loan portfolios through co...

VP, Underwriting & Portfolio Management

Redaptive, Inc.

Denver, CO

Risk management, underwriting, and setting collateral valuation curves.. Deal structuring, due diligence, and documentation.. Setting an updating credit policy including deal memos and management of the IC process.. Review of...

Associate - Portfolio Management

Stepstone Group

La Jolla, CA

Contribute to revenue generation for StepStone through the development of bespoke analyses and the application/expansion of in-house quantitative tools and models across Private Equity, Private Debt, Real Estate and Real Assets. L...

Portfolio Manager, ProCare

Stryker

Portage, MI

Hard-working winners. Confident, competitive and results-oriented professionals who create a track record of success. Dedicated achievers. People who thrive in a fast-paced environment and will stop at nothing to ensure a project...

Portfolio Manager

First Financial Bank

Clarksville, TN

Service Bank Trust clients for their investment needs. Counsel with client and or partner with clients Personal Trust Officer to meet their particular needs. Assist in the development of an investment portfolio. Make appropriate...

IS Portfolio Manager R&D (F/M/NB)

Biomérieux

United States

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...

Portfolio Manager - Knee Upstream Marketing

Stryker

Mahwah, NJ

People who thrive in a fast-paced environment and will stop at nothing to ensure a project is complete and meets regulations and expectations. Effective communicators. People who can interpret information clearly and accurately t...

Client Portfolio Manager - Security

Allied Universal®

Chantilly, VA

Set the direction, tone, and client-specific plan for achieving agreed-upon service levels and meeting actionable expectations for delivering measurable results. Focus on hiring, development, and retention of appropriate security...

DEPUTY PORTFOLIO MANAGER

City Of New York

Corona, NY

In addition, the Deputy PM will support the preparation, negotiation, and processing of appropriate modifications to Consultant Contract scope, cost, and schedule for successful project completion. Your voluntary response to the N...

ServiceNow Application Portfolio Management (APM) Functional Lead

Deloitte Us

Jacksonville, FL

Working to innovatively translate user stories into automated solutions always keeping a transformative viewpoint. Responsible for requirements gathering and management. Collaborating with other business modelers to learn about th...

Portfolio Manager for Property Management Company

Pmje

Los Angeles, CA

Represents the company in a professional manner at all times. Establishes and maintains the best possible occupancy. Ensures resident files are properly maintained. Markets and leases apartments in accordance with policies and pro...

Senior Portfolio Management Specialist (Collections)

National Funding

San Diego, CA

$25 - $29 an hour

Functions as the primary contact for customer concerns regarding situations that would occur after a loan is funded, such as collection issues, unsolicited marketing materials, invoice tracking, account executives, rates, etc. Res...

Portfolio Manager - Railcar Leasing

The Instar Group, Llc

Parsippany, NJ

$100,000 - $125,000 a year

Portfolio Oversight:. Manage a portfolio of railcars, including tracking utilization rates, maintenance schedules, and lease agreements. Monitor market conditions and industry trends to make informed decisions regarding portfolio...

Wealth Advisor, Portfolio Manager - Louisville, KY

Bartlett Wealth Management

Louisville, KY

Deliver legendary client service with a profound degree of integrity and ethical standards. Collaborate with the Financial Planning team to offer extensive options and solutions for clients. Discuss strategies with clients to ensu...

Commercial Credit Portfolio Manager

Wintrust

Chicago, IL

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years). Competitive pay and annual discretionary bonus eligible. Comprehensiv...

Portfolio Management Assistant

Valser Group

Phoenix, AZ

$48,000 - $60,000 a year

Overseeing asset management of third-party managed apartment properties. Analyzing property-level financials, budgets and operational metrics to identify areas for improvement and cost-saving opportunities. Monitoring the leasing...

Oncology Portfolio Manager - Austin, TX

Amgen

Austin, TX

Drive development and execution of focused and strategic account plans for all assigned accounts (including, but are not limited to, large community ONC practices, NCI/Academic institutions, and Oncology service lines within large...

Investment Management Associate

Tci Wealth Advisors, Inc.

United States

$28.40 - $33.66 an hour

Monitoring for rebalancing, cash management needs and implementing trade activity within client investment accounts Processing trade requests from Advisor teams Setting up new accounts for trading within Tamarac Implementing alloc...

Investment Portfolio Associate- Beachwood, OH

Raymond James Financial, Inc.

Beachwood, OH

$61.3K - $77.6K a year

Collects fundamental research on related companies as requested by Financial Advisors. Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. Ass...

ServiceNow - Product Owner Strategic Portfolio Management (SPM) - Remote

Kpmg

Bentonville, AR

$79.6K - $101K a year

Lead the technical consultation, configuration, and development of stories based on user requirements and Agile Team delivery Provide subject matter expertise in the ServiceNow Platform including the SPM Product suite of applicati...

IT Portfolio Management Professional

Humana

Indiana, United States

Manage Technology Lifecycle Managements site content providing content, documentation, and data in support of application success to migrate off old tech debt. Utilize applications such as Microsoft Power Automate and Power Bi, t...

IT Portfolio Manager

Abbott Laboratories

Lake Forest, IL

$109,300 - $218,700 a year

Career development with an international company where you can grow the career you dream of. Free medical coverage for employees* via the Health Investment Plan (HIP) PPO An excellent retirement savings plan with high employer con...