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Our client, a growing RIA with over $1B in the wealth management division, is searching for an experienced Portfolio Manager to create and manage investment portfolios for their UHNW and HNW clients.
$140,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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A successful Portfolio Administrator combines excellent math and problem solving skills, a sound proficiency with technology (from Outlook and Excel to Bloomberg, Advent, and Charles River), and a strong customer service approach.
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DEP's water supply system is comprised of 19 reservoirs and 3 controlled lakes throughout the system’s 2, square mile watershed that extends miles north and west of the City. The Bureau of Engineering Design & Construction (BEDC) currently has a portfolio of capital projects valued at $23.8B, and another $10.5B projected over the next 10-year commitment plan.
$80,931 - $208,826Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Proactive, results driven and experienced portfolio associate to support Loan Fund's lending activities. The Portfolio Associate may be required to assist with the administration of specific lending programs relevant to assigned portfolio, or general portfolio needs, as necessary which may include providing loan information, tracking, reporting, or updating data in lending systems.
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Required expertise or PPM/SPM/APM Products from ServiceNow, familiar with any other portfolio management tools (Planview, MS Project, Clarity, Basecamp, etc.) Utilize Portfolio Management tools (such as ServiceNow, Planview, MS Project, Clarity, Basecamp, etc.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Primary Internal Relationships: Credit Portfolio Managers and Credit Analysts, Japan Credit Team, GI business leaders and staff across front, middle and back offices; GI Risk, Aflac business leaders and staff in Investment Accounting and Reporting, Tax, Financial Planning & Analysis, Rating Agency Relations, Treasury, Legal, ERM and other key Aflac business partners.
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A mid-sized financial Institution in Dallas is seeking a MBS Portfolio & Hedging Manager to be responsible for assisting in the management of investment securities portfolio and in the execution of derivatives hedging strategy.
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The Portfolio Manager will report to the Assistant Director of Research Administration and provide pre and post-award research support for a number of research groups, with complex portfolios, from a wide range of federal sponsoring agencies (e.g. NSF, DoD, ARO, ONR, AFOSR, DARPA, DoE, NASA, NNSA, NIST, NIH and National Laboratories), non-federal institutions and foundations plus internal Harvard funding which consists of startup funds and gift accounts.
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Manage operational aspects of new account onboarding, including setting up account attributes in the portfolio accounting system, data feed connectivity to the custodian, and verifying funding status.
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The Portfolio Associate Analyst will provide support to Partner level Portfolio Analysts and the Head of the Portfolio Group on the implementation of investment advice to Albourne clients.
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As a Renewable Portfolio Management Advisor in Houston, you will develop and deploy commercial trading and hedging strategies to maximize the profitability of ENGIE’s renewable assets while managing market risks within acceptable risk limits.
$112,000 - $172,500 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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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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Seeking a Portfolio Administrator with STRONG Advent APX exp. Maintain portfolio groups for performance, portfolio management & compliance needs. Strong understanding of financial markets, securities, and portfolio management processes.
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.
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Title: portfolio Company: Servisfirst Bancshares
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