- FPI Management, Inc. (CA)
- …Property Management The Area Supervisor (AS) is the individual responsible for assisting the Portfolio Manager (PM) with managing a group of assets as assigned ... assets in their inventory. Their job is to meet the expectations of each Client based on the respective operating budget and management agreement. * Property Name:… more
- Janus Henderson Investors (Denver, CO)
- …work experience required + Significant equity or fixed income investment experience as a client portfolio manager , research analyst, portfolio manager ... excellent client experience. + Lead regular investment discussions with portfolio managers and analysts. + Drive distribution strategy to support new business… more
- Vanguard (Malvern, PA)
- …product line in service of enabling Vanguard's clients. Summary As the Senior Fixed Income Client Portfolio and Product Manager you will be responsible for ... partner to critical stakeholders across the organization including investment leaders, portfolio managers, sales executives, and members of the executive team. As… more
- Eastern Bank (Boston, MA)
- …certification preferred. + Minimum 12 years of experience in investments in research or client portfolio management position including minimum of 8 years of ... **Summary:** Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities… more
- Allied Universal (Atlanta, GA)
- …perks and more for most full-time positions! Allied Universal is currently seeking a Client Manager to lead a business segment in a designated region. The ... primary role of the Client Manager is to enhance ...to provide best practices, tools and guidance. **RESPONSIBILITIES: Security Portfolio Manager ; Atlanta, GA 30326 $70,000… more
- Raymond James Financial, Inc. (San Diego, CA)
- …expert on ClariVest's products, investment process, market views, and portfolio positioning, serving all applicable constituents downstream in this regard. ... RJIM teams (located in St. Petersburg, FL) including intermediary sales, client service, marketing, compliance, reporting, and operations. **Essential Duties and… more
- Raymond James Financial, Inc. (AZ)
- …subject-matter expert on their products, investment process, market views, and portfolio positioning, serving all applicable constituents downstream in this regard. ... related to overall strategy, product positioning, and marketing campaigns * Assists client service with reporting * Maintains familiarity with peers in each product… more
- Citigroup (New York, NY)
- …to the investment team, with responsibilities related to both investment management and client service functions. The portfolio manager will be located ... multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of...portfolio performance and market developments + Coordinate with client service and fiduciary oversight internal partners + Daily… more
- Guidehouse (Boulder, CO)
- …well as team and partner management of various functional groups (internal and external), client , and stakeholders. The Portfolio Manager will build and ... **What You Will Do** **:** Guidehouse is seeking a Portfolio Manager to manage a portfolio...solutions that can be scaled across our the Guidehouse client base. + Support the development and shaping of… more
- Vanguard (Malvern, PA)
- …maintains key internal and external relationships with partners and managers. + Serves as client portfolio manager and subject matter expert for assigned ... of 5-8+ years related work experience, including 3+ years experience in portfolio management, analysis, and investment manager evaluation. + Background in… more
