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The Portfolio Manager works closely with the Chief Investment Officer and with advisors to manage Retirement Ally investment accounts. In this role you will design custom Retirement Ally portfolio solutions for advisors and their clients using asset allocation, portfolio construction, risk management and other related investment skills using illustration software from Riskalyze, Morningstar, or Advisory World.
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15+ years of experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a registered investment adviser or financial services organization. As a Regional Portfolio Manager with Frost , you are our leader, providing guidance and support to every single team member on your team.
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Empire Portfolio Group, the company that helped Orangetheory Fitness become the fastest growing fitness franchise in the world, is now setting its sights on personalized health, wellness and anti-aging.
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The Portfolio Associate/Head Trader will perform all trade execution for the firm and support the Chief Investment Officer and Investment Committee in implementing Kavars investment strategy. -Become proficient in Kavars portfolio management and trading systems.
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Performs security research as directed by the Chief Investment Officer, Director of Portfolio Management, Portfolio Manager or per client request. Assists in the implementation of the investment strategy as outlined within the Investment Guidelines for each account for the assigned group of client accounts for which West Financial Services (WFS) has investment authority; monitors the accounts to ensure the asset allocation is maintained within the parameters set forth; monitors portfolio performance; assists in ongoing portfolio communication with clients; and assists with the submission of portfolio changes to the trader.
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Experience with portfolio management tools such as Bloomberg, Yield Book, Intex, InvestorTools Perform preferred. This portfolio manager will be a sector generalist with expertise in government, investment grade credit and securitized asset (Mortgage-Backed, Asset-Backed, Commercial Mortgage- Backed) markets/sectors and instruments, to generate relative value ideas that can be implemented in the construction of diversified (risk and duration) portfolios appropriate for specific client needs.
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The Sr. Staff Product Marketing Manager, NGS Portfolio and Competitive Intelligence will play a pivotal role in defining and executing strategies to effectively drive adoption and utilization of our platforms and position our products against competitors in the marketplace.
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Headquartered in New York City, Empire Portfolio Group is a leading Area Representative and franchisee of Orangetheory Fitness. Vision: To be the premier wellness portfolio that supercharges everyday life.
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The Portfolio Manager is responsible for client relationship management. Portfolio Manager (On-site) page is loaded. Portfolio Manager (On-site) Assist the Portfolio Management Team with assimilating new third-party clients.
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Wasserman powers the business of sports, music, entertainment and culture.
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The portfolio range is compelling and diversified, spanning every category that a premier mixology bar would include in their program, including but not limited to: Tequila, Mezcal, Rum, Cordials, Bitters, American Whiskey, Scotch Whiskey, Brandy, and Gin.
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We are seeking an experienced Brand Strategist for the Reality Labs Cross-Portfolio Marketing team. Brand Strategist, RL Cross-Portfolio Marketing Responsibilities. For example, (1) helping the organization understand and implement brand architecture and naming strategies across RL products, (2) develop and refine RL portfolio-level brand strategy frameworks, and (3) collaborating closely with partners throughout the Reality Labs organization and across Meta. The ideal person for this role has a strong background in developing cogent, creative, and insights-driven brand strategies.
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FanDuel Group is a subsidiary of Flutter Entertainment plc, the world's largest sports betting and gaming operator with a portfolio of globally recognized brands and traded on the New York Stock Exchange (NYSE: FLUT.
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JOB FUNCTION / SUMMARY:Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 3 is a supporting member of the client’s Credit Delivery Team, i.e., Relationship Manager (RM), Commercial Client Administrator (CCA), market leadership, credit officer, etc.
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The Research Portfolio Project Management director will partner with Research Project Director, to develop strategy, build and ensure aligned execution plans and drive the cross-functional execution of the plans.
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