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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...

Director, Portfolio Management

Arrowstreet Capital Lp

Boston, MA

Work with clients and internal teams on numerous initiatives to expand the investment opportunity set and reduce investment constraints.. Contribute to product development and new fund launches.. Monitor portfolio positions and ri...

ETF Portfolio Manager

Milliman

Chicago, IL

Review corporate actions and index changes in order to calculate and execute rebalancing trades. Maintain proprietary trading models and evaluate their output. Implement tax efficiency strategies including the use of custom in-kin...

VP, Client Portfolio Manager

Westwood

Houston, TX

Build and maintain relationships with high-net-worth clients. Understand clients' financial goals and risk tolerance, and create personalized investment plans that align with those objectives. Continuously monitor and adjust clien...

Institutional Portfolio Manager, Custom Model Portfolios

Fidelity

Boston, MA

Interacting with prospective Custom Model portfolio clients to understand their investment needs and mandates while working closely with the FIWA engineering team to implement custom solutions;. Developing and maintaining depth of...

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 Manager

Centennial Bank

Naples, FL

Equivalent to a four year college degree, plus 5 years related experience and/or training, and 5 years related management experience, or equivalent combination of education and experience.COMMUNICATION SKILLSAbility to write repor...

Global Advisor - Portfolio Manager

Huntington

Detroit, MI

Participate in the underwriting, monitoring and compliance management support primarily for healthcare receivable- supply chain finance product line within the Structured Working Capital Finance team of Global Advisory. Primary fo...

Regional Portfolio Manager

Bader

Minnesota, United States

$91K - $115K a year

Oversee portfolios operational and financial performance to ensure achievement of established objectives. Expected to report on monthly budget variances, while providing revenue generating solutions or expense savings strategies...

Portfolio Manager III

Bank Of America

Palo Alto, CA

$133,000 - $275,000 a year

Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager sel...

IT Demand & Portfolio Manager

Ferrero Spa

United States

Represented in more than 50 countries, with products sold in more than 170, the Ferrero Group is loved by generations around the world. 38,767 dedicated employees who celebrate care and quality to craft a business, careers and br...

Special Assets/Loan Workout Officer/ Portfolio Manager/ Hybrid

Svi Recruiting Group

Manhattan Beach, CA

Remote positionPosition: Special Assets/Loan Workout Officer/ HybridDetails: Full time, remote positionAs a Special Assets/Loan Workout Officer, you will be responsible for managing distressed loans and developing strategies to mi...

Portfolio Manager

Taylor Management

Jersey City, NJ

Come join a Winning Team !We are currently seeking an experienced Community Association Manager to oversee a two-property portfolio in Jersey City. This is a sited position four days of the week with the other 8 hours dedicated to...

Quantitative Analyst II, Renewable Portfolio Management

Engie

Houston,

Prepare code documentation, technical reports, quantitative analyses, and presentation material for internal and external use Implement forecasting and optimization models for operation and valuation of renewable resources and bat...

Portfolio Manager

Huntington

Schaumburg, IL

Bachelors Degree. 7+ years' experience in customer service, collections or credit. 5 years' experience in customer service, collections, or credit roles in the Banking, Equipment / Specialty Finance, or Captive Finance industries....

AIM VP-Senior Portfolio Manager Life | Hybrid

Allianz

Minneapolis, MN

The Portfolio Manager will steer approximately $30 billion of assets including CMLs, RMLs as well as public and private securitized investments (RMBS, CMBS, CLO, NT ABS) incorporating the teams market and sector views. You will...

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...

Real Estate Portfolio Manager

Abc Fine Wine & Spirits

Orlando, FL

Represent ABC in all property manager associations to which ABC belongs. Oversee the rent paid by ABC tenants and keep track of tenant contracts, ABC commitments and special clauses so that all legal agreements are kept among all...

Strategic Growth and Portfolio Management Analyst

Willis Towers Watson

New York, NY

Assist in research and preparation for pipeline development working with business leader and key stakeholders. Maintain and distribute documents required for tracking progress across North America. Research and assist with prepara...

Dir Portfolio Management -(Digital Agile Coach)-90375367 -

Amtrak

United States

Collaborates on the creation and evolution of the Agile Transformation roadmap and supports driving Agile Transformation activities across the organization.. Supports development and monitoring of Lean-Agile adoption/maturity metr...

Director Portfolio Management - 90374841 - (Remote)

Amtrak

United States

Collaborates with internal stakeholders, regulators, and vendors to facilitate appropriate reporting and consolidation of relevant data sources to enable executive decision support framework.. Partners closely with business part...

Portfolio Manager - Benefits and Protection

Principal Financial Group

Des Moines, IA

$106,400 - $167,000 a year

Ensure alignment to enterprise and business strategic objectives and the achievement of strategic outcomes. Increase use of data and analytics to make sound decisions and deliver results Effectively drive the execution of customer...

IT Portfolio Management Analyst II

Centene Corporation

Washington, DC

Assists in the prioritization of projects, auditing project alignment with overall technical or business strategy, guiding resource allocation, and supporting the development of project or program execution plans. Manages Agile /...

Oncology Portfolio Manager - St. Louis, MO

Amgen

Missouri, United States

$175,844 - $199,196 a year

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...

Project Portfolio Manager

Scott County

Shakopee, MN

Equivalency of Bachelor's Degree in Business, Computer Science, Management Information Systems. Seven years of progressively challenging experience in project management or IT management. . Certification as a Project Management Pr...

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...

Loan Portfolio Manager

Community Investment Collaborative

Charlottesville, VA

$50,000 - $60,000 a year

Manages a portfolio of active borrowers through database information input, maintenance, and payment collection. Manages the closing process for new loans, paid in full loans, modified loans, and charged off loans. Communicate wit...

Vice President, Asset & Portfolio Management

Sola Impact

Los Angeles, CA

is a real estate private equity firm with a double bottom line strategy focused on preserving, rehabbing, and building high-quality affordable housing in Black and brown communities. s work and strategy have also been the subject...

Vice President, Portfolio Management (Commercial)

Keybank

Cleveland, OH

Gather and analyze all relevant financial data for a client or prospect, including spreading financial statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing...

Capital and Investment Portfolio Manager, VP

First Horizon Bank

Nashville, TN

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...