The Associate Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring investment portfolios comprise of bonds, securities, and equity funds in a banking environment. Being an Associate Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Associate Portfolio Manager requires a bachelor's degree. Typically reports to top management. Requires Chartered ... Financial Analyst (CFA) Level 1. Being an Associate Portfolio Manager works on projects/matters of limited complexity in a support role. Work is closely managed. Working as an Associate Portfolio Manager typically requires 0-2 years of related experience.More Show Less
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Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for BMO Financial Group. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any inform...
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for BMO Financial Group. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any inform...
Location. White Plains, NY (Full-Time, In-Office). Team. Investment & Client Service. | Experience Level. 3-7 years. Salary Range. $80,000 - $130,000 annually, based on experience. Portfolio Strategy Group (PSG) is a premier, $2 billion Registered Investment Advisor (RIA) with over 35 years of experience serving high- and ultra-high-net-worth individuals and families. We deliver customized, research-driven investment solutions and pride ourselves...
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for CBRE. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected...
Job Details. Application Deadline. 12/30/2025. Address. 915 Wilshire Blvd. Job Family Group. Wealth Sales & Service. Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solutio...
Description. At Citizens, we’re more than a bank. Here, you’ll experience new things, create new opportunities, think beyond your role and make an impact. Within this role, you will be responsible for effective credit and risk administration. Additionally, you are responsible for adherence to credit policy and requirements. Furthermore, you should be equipped to oversee financial analysis and modeling, risk evaluation, and ongoing portfolio maint...
About This Role. Team Overview. BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About This Role. We are looking for a personable Associate Portfolio Manager (APM) to join our Portfolio Ma...
Job description. Job Overview. We are seeking a highly skilled and motivated Portfolio Manager to join our dynamic team at Northwestern Mutual in Midtown East Manhattan. The ideal candidate will possess a strong background in financial management and investment strategies, with a proven ability to manage diverse portfolios effectively. This role requires a deep understanding of financial concepts, risk management, and relationship management to e...
Job description. Job Overview. We are seeking a highly skilled and motivated Portfolio Manager to join our dynamic team at Northwestern Mutual in Midtown East Manhattan. The ideal candidate will possess a strong background in financial management and investment strategies, with a proven ability to manage diverse portfolios effectively. This role requires a deep understanding of financial concepts, risk management, and relationship management to e...
Make banking a Fifth Third better®. We connect great people to great opportunities. Are you ready to take the next step. Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION. Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment p...
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, ...
