Description. Envestnet is seeking a passionate and talented Associate Portfolio Specialist to join our Trade Services team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Since our f...
Job Classification. Finance & Accounting - Finance & Accounting. A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE. As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional ab...
The Regional Portfolio Marketing Specialist supports Regional Portfolio Marketing with regional product launches, including sales enablement and associated product marketing initiatives. This role is critical in maintaining on-time, successful market launches and ongoing promotional strategies. RESPONSIBILITIES. Manage details around regional launches, including timeline, marketing launch materials, and sales enablement. When needed, alert respon...
Description. Responsible for growth and expansion of direct sales and profit margins within assigned accounts and / or territory / region on products or services. Establishes professional relationships with key personnel in customer accounts. Meets assigned targets for profitable sales volume and margin dollars. Available to travel (Rep co-travelling, customer visits) accross whole country (France) 60-70% of time. Job Requirements. Critical Knowl...
At Forrester, we’re trusted to work on trailblazing, mission critical problems that business and technology leaders face today. That’s why we’re always looking to empower talented individuals to perform at their best every single day. We’re proud of our community of smart people and vibrant voices who come together to do what’s right by our clients and each other. Our success is driven by curiosity, courage and customer obsession. The confidence ...
Position Summary. As a member of TCW’s Fixed Income team, the Portfolio Specialist will be based in TCW’s Los Angeles office. This individual will represent the portfolio management team to consultants, clients, and prospects to help facilitate the growth of TCW’s assets under management. The goal of the Portfolio Specialist is to provide fixed income market and investment expertise to support TCW’s client service and sales & marketing teams, and...
Our client is a boutique Investment Management firm, and they are looking to add a Portfolio Systems Supervisor to the team. This role is hybrid in their office located in the Framingham area.Responsibilities include trade inputs into a portfolio system, generation of appropriate documents, and prompt client notifications about trade activities. They also act as a liaison aiding in trade settlements and ensuring brokers have the right settlement ...
The Portfolio Specialist is a professional development position reporting to the Director of Portfolio Management. The position will be responsible for managing the portfolios of major and annual gift prospects for maximum performance. The position will collaborate with development officers in the schools and units within their assigned liaison areas. The position provides guidance to gift officers on portfolio management, goal setting, and colla...
