Strategic Portfolio Advisor, North America
Citi Group
Citigroup Inc. is looking for a Senior Portfolio Advisor in Beverly Hills, California, who will manage strategic client engagements and investment solutions. The ideal candidate will have over 10 years of experience in investment strategies, excellent communication skills, and a strong market knowledge. They will ensure compliance with regulatory requirements and actively participate in the investment process. A Bachelor's Degree is required, and a Master's Degree is preferred. This role emphasizes collaboration and innovative thinking in a fast-paced environment. #J-18808-Ljbffr Citigroup Inc.
$170k - $300k
...Role The Senior Portfolio Advisor, North America will report to the Head of Portfolio Advisory. The ideal candidate will possess an entrepreneurial... ...leadership on business development opportunities and strategic planning on business targets. Be a strategic partner...Suggested$170k - $300k
## Senior Portfolio AdvisorApplyremote type: Hybridlocations: Beverly Hills California... ...id: 26943233The *Senior Portfolio Advisor*, *North America* will report to the Head of Portfolio... ...business development opportunities and strategic planning on business targets.* Be a...SuggestedFull time$92.11k - $156.88k
ABOUT USRBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-... ...is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services...SuggestedTemporary workRemote workShift work$92.11k - $156.88k
PORTFOLIO MANAGER ASSOCIATE - FIWHAT IS THE OPPORTUNITY?Primarily responsible for executing... ...reflected in portfoliosCommunicate strategic and market shifts to internal colleaguesReview... ...of Royal Bank of Canada, one of North America’s leading diversified financial services...SuggestedRemote workShift work$110k - $134.7k
...way forward. What this job involves: The Portfolio Energy & Strategy Manager will serve a... ...sustainability team. Reporting to the Americas sustainability team lead, you will drive... ...and prioritize deadlines, and think strategically to identify innovative solutions. Required...SuggestedDaily paidLocal area$44.28 - $75.42 per hour
PORTFOLIO MANAGER I - Project & Power Finance WHAT IS THE OPPORTUNITY? The Portfolio Manager... ...solar) sponsored or supported by strategic asset manager relationships within Specialty... ...of Royal Bank of Canada, one of North America’s leading diversified financial services...Hourly payRemote work- FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial... ...strategies. Communicate strategic shifts in the marketplace.... ...should be taken. Client Portfolio Review and Management For Managed... ...Bank of Canada, one of North America’s leading diversified financial...Remote workShift work
$113.9k - $168k
Scopely is looking for a Strategic Finance Associate to join our Finance team in Culver City on ahybrid basis. At Scopely, we care deeply... ...live-operates one of the most diversified and award-winning portfolios in the games industry — bringing hundreds of millions of...Local areaImmediate startWorldwide- PORTFOLIO MANAGER ASSOCIATE RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary...Temporary workShift work
$17 - $25.3 per hour
...network of 14 extraordinary locations across North America for seamless, all-channel shopping.... ...Fifth Avenue is part of Saks Global’s portfolio of top luxury retail brands and real... ...estate assets. You Will Be As the Selling Advisor , you are a salesperson who provides...Full time$189.29k - $331.2k
...relationship providing advice on entire portfolio program, including assets where Northern... ...Maintains extensive contact with personal trust advisors, wealth advisors and/or lead... ...Regional Management in the development of strategic client relationship development.10. Represents...Work experience placementH1bWorldwideFlexible hours- Citi is looking for a Senior Portfolio Advisor in Beverly Hills, California. The ideal candidate will have 10+ years of experience in developing investment strategies and strong communication skills. Responsibilities include driving messaging for the CIO Team, collaborating...
$68k - $95k
Overview Company Overview: Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that... ...Allied Universal® is hiring an Enterprise Account Portfolio Manager to support the world’s largest retail client. The Enterprise...Contract workWork at officeLocal area$110k - $135k
...Strategic Finance Associate Strategic Finance Associate Freeform builds AI-native manufacturing systems that unify software, hardware... ...equity or growth equity experience, particularly at the portfolio company level ~ Experience working in a manufacturing, deep...Full timeCasual workFlexible hours$120.76k - $228.82k
...required by law. Job Description The Portfolio Director is responsible for financial... ...others alike. This role serves as a trusted advisor to technology and business leadership,... ...accurate financial planning and support strategic decision-making across a multi-million-...Contract workTemporary workFor contractorsWork experience placementWork at officeLocal area3 days per week1 day per week$140k - $155k
...most critical role – protecting our national security. Title Strategic Communication Specialist Belong. Connect. Grow. with KBR! KBR’... ...coordinate plan, products, and processes for requisite Space Force, Portfolio Acquisition Executives (PAEs), Directors, Deltas and program...Temporary workWork at officeLocal areaRelocation packageFlexible hours$110k - $135k
...We'rr Hiring: Strategic Finance Associate (Deep Tech / AI Hardware Leader) Location: Hawthorne... ...Startup Strategic Finance The Hiring Advisors is currently partnering with an industry... ...hardware, deep tech, manufacturing, or portfolio-level PE environments. Perks & Perks...$80k - $175k
...Corporate Syndication And C&I Lending Portfolio ManagerMonitor and maintain the standard loan portfolio processes, procedures, and practices... ..., transaction risk, foreign exchange risk, compliance risk, strategic risk, and reputation risk.Control risk and identify issues on...Work at office- ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction,...Work experience placementWork at officeFlexible hoursShift workDay shift
$127.63k - $237.01k
...and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the... ...City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn...Remote work- ...Officer and service teams to deepen client engagement while maintaining robust risk controls. You will conduct needs assessments, recommend asset allocations, and develop a strong referral network to drive portfolio growth within a compliant framework. #J-18808-Ljbffr HSBC
- ...Job Description Job Description Portfolio Manager (Senior/Vice President level depending on experience) West Los Angeles, California... ...Manager to join its collaborative investment team. This is a strategic role for an experienced professional who excels at managing...
- ...Merrill Lending Solutions Advisor II Dallas, Texas;Seattle, Washington... .... Acknowledge ( Bank of America employees are required to... ...a credit and derivative portfolio that will generally be greater... ...management, client engagement, and strategic thinking Skills Required:...Work at officeShift workDay shift
$68k - $120k
...POSITION SUMMARY Portfolio Management (PM) Associate Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, they assist FAs/PWAs/teams...Full timeTemporary work$100k - $105k
...Job Description Job Description Property Management Associates is growing and looking for a Portfolio Manager with experience in Multi-Family Property Management to join our team and grow in a dynamic and exciting place to work that values its employees . Compensation...Full timeTemporary workWeekend work- ...Getty Research Institute Portfolio Project ManagerGetty is committed to creating a welcoming workplace that reflects the various backgrounds... ...or supervise the work of othersPossesses an ability to think strategically and creatively, to anticipate technology trends, to exercise...Bi-weekly payContract work
- United Way of Greater Los Angeles is seeking a strategic leader to design and oversee our investment portfolio, advancing equity across Los Angeles. You will drive multi-million-dollar funding opportunities, manage donor-aligned investments, and optimize contract and payments...Contract work
$130k
...California - United States of America Are you ready to start an... ...preparation and review. Handle portfolio budgets, forecasts, and... ...financial performance and provide strategic advice to the leadership team... .... Our work is guided by our North Star: Crafting the real...Full time- ...area to advise and coordinate investment activities for complex high-net-worth clients. The role emphasizes managing sophisticated portfolios and aligning trust requirements with client objectives. Applicants should have an advanced degree and professional credentials (...
- ...Institute (GRI) is seeking a dynamic and experienced professional Portfolio Project Manager (PPM) to establish project management... ...skills; and ability to plan and supervise the work of others Strategic and creative thinking; ability to anticipate technology trends...Full timeContract work
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