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Experience in strategic marketing management and market analysis and demonstrated ability to build and execute a strategy with clear goals and objectives to align to business and service objectives, and support portfolio objectives.
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Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets.
Part-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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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 11 days ago - UpvoteDownvoteShare Job
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The Derivatives Trader will be responsible for managing a portfolio, developing trading strategies, and risk management decisions for a variety of derivative products including options, futures, and swaps.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Additionally, this role interacts frequently with members of the team (Leadership, Portfolio Management, Operations, Compliance and Sales) to develop and execute new strategies across research, trading and investment strategy and selection.
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Collaborates with key internal stakeholders and senior management to identify synergist/cross selling opportunities within the Lincoln Financial Group business portfolio. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweeks Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
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Implement and monitor investment and financial planning processes, including estate planning, tax strategies, portfolio management, and financial planning. Monitor and manage portfolio allocations, investment recommendations, and the analysis of unique investment vehicles.
$100,000 - $110,000 a yearExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Implement portfolio management strategies utilizing individual equity and fixed income securities approved by the Clifford Swan Investment Committee. As Investment Counselors, we are committed to a fiduciary standard of care in providing objective, professional investment advice and portfolio management to our clients.
$150,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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This role is a critical member of the Lean Portfolio Management (LPM) team. Success of this role is measured in terms on how well ceremonies/processes are being planned and executed across the Portfolio (LPM), budget is aligned to the investment decisions of the Portfolio Owner and the success and predictability of the teams delivering on their PI objectives and commitments.
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Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies. Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.
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E78 Partners provides comprehensive solutions that span the hedge fund and private equity investment life cycle - from fund operations to initial diligence to exit readiness - we ensure deal and management teams unlock value at an accelerated pace.
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ESG Investing Specialist Investment Management Firm (100B+ AUM) Hybrid, 3 days in office in Chicago Loop Full relocation available Base + Bonus 200k+ Robust benefits package Role & Responsibilities Client and External Reporting: Manage and create quarterly client ESG reports, addressing ad hoc inquiries.
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Work with local Investment Officer to partner with Market Officers and Leasing teams to drive deal flow by developing capital deployment opportunities (includes green-field land acquisition and development, value-add redevelopments, portfolio and single asset acquisitions of industrial buildings and support M&A and entity investments.
$88,000 - $121,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Were JLL. Were a professional services and investment management firm specializing in real estate. Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
$65,000 - $65,500 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago
investment portfolio management jobs in Pasadena, CA
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