Investment Analyst: Portfolio Research & Strategy
United Community Banks Inc.
United Community Banks Inc. in Wealth Management seeks an Investment Analyst to conduct research and due diligence on external investment managers and to develop portfolios and models with varied risk profiles for Wealth Management clients and prospects. The analyst will present recommendations to the Asset Management Council and the Director of Research, and prepare communications to Portfolio Managers on manager selections and portfolio changes. #J-18808-Ljbffr United Community Banks Inc.
- United Community Bank’s Wealth Management division seeks an Investment Analyst to perform research and due diligence on external managers and develop portfolio models for varied risk profiles. You will present recommendations to senior committees and support portfolio managers...SuggestedFull time
- ...Portfolio AnalystThe Portfolio Analyst serves as a critical link between Firm management and the Revenue team, working directly with Managing Directors (MDs) at Ogletree Deakins. Each Portfolio Analyst is assigned to support one or more MDs and is responsible for overseeing...SuggestedFlexible hours
$72.89k - $87.33k
...Investment AnalystThe Investment Analyst provides crucial research and due diligence findings regarding external investment managers... ...will also develop efficient portfolios and portfolio models with... ...manager firms for updates on strategies and performance.Present findings...SuggestedFull timeLocal areaRemote work- Ogletree Deakins is seeking a Portfolio Analyst to serve as a key link between firm management and the Revenue team. The role supports Managing Directors, monitors aged accounts, and ensures MD decisions are documented and executed across the MD’s portfolio. Responsibilities...Suggested
- ...Enable proactive monitoring of project execution, identification of variances, and data-driven decision-making across the project portfolio. ServiceNow SPM Management: Maintain ServiceNow SPM as the standard, authoritative source of truth for ***’s SWGBB project portfolio...Suggested
- United Community Banks Inc. in Greenville, SC is seeking a Commercial RE Portfolio Specialist to provide credit administration and underwriting support while acting as the secondary contact on managed relationships. You will work with corporate banking RMs to manage the...
- United Community Bank seeks a Commercial RE Portfolio Specialist to provide credit administration and underwriting support while serving as the secondary contact on managed relationships. You will handle portfolio management duties including annual reviews, covenant compliance...
$153.5k - $239.83k
...competitive transmission developer client portfolio. Your leadership will elevate Jacobs’... ...responsible for the success of the market strategy, working alongside operations, account... ...leadership experience for large capital investment portfolios Compensation The base salary...Full timeContract workFor subcontractor$80k - $125k
...recruiting for a Senior Financial Analyst to join a private equity... ...performance of multiple portfolio companies, along with the... ...opportunity to contribute to investment strategy, decision-making, and... ...Specialist I, Remittance Ops Research Greenville, SC $68,640.00-$...Full time- ...financial planning. This role supports the research, oversight, and communication behind our investment decisions – bringing clarity to portfolio strategy, contributing to committee... ...Basic Requirements Chartered Financial Analyst (CFA) Bachelor’s Degree Series 65 (preferred...
- ...Your role and responsibilities: ABB is seeking a strategic portfolio manager to lead the development and optimization of a new business... ...of a multi-product offering, develop the go-to-market strategy for this emerging market opportunity, and create a multi-year...Temporary workMonday to Friday
$98.4k - $164k
Job Description Summary The AI Portfolio Manager serves as the operational leader responsible for driving execution excellence across... ...execution effectiveness and supervision visibility. 6. Translate Strategy into Action Support the decomposition of strategic objectives...Contract workRelocation package- ABB seeks a strategic portfolio manager to lead a new business venture built around Climate Control & Light Commercial Solutions. You... ...direction of a multi-product offering, develop the go-to-market strategy for this emerging market, and create a multi-year roadmap...
- ...being made for May 2027***What does it mean to be an IT Security Analyst at GLS?As an IT Security Analyst, you will be responsible for... ...on the maintenance of information security infrastructure and strategy.How will you drive value within the organization as an IT Security...Full timeTemporary workCasual workWork at officeImmediate startMonday to Friday
- ...management, life and health, employee benefits, investment and wealth management products and... ...HUB Gives SUMMARY: A Financial Analyst (FA) assists the Financial Consultants (... ...in client meetings and financial strategy sessions. ESSENTIAL DUTIES AND RESPONSIBILITIES...Temporary workWork at officeLocal area
- JO #362 - We are seeking a Senior Analyst - Financial Planning & Analysis (FP&A) for this rapidly growing organization. Responsibilities... ...to impact and influence key stakeholders and drive business strategy Excellent communication and presentation skills #J-18808-Ljbffr...Local area
- Senior Financial Analyst - Manufacturing (Southeast) Get AI-powered advice on this job and more exclusive features. Direct message... ...business units. Review and evaluate strategic initiatives, pricing strategies, and operational projects, recommending enhancements for...Full timeRemote work
- PNC Wealth Management seeks a seasoned Wealth Advisor based in South Carolina to grow and manage client books, deliver investment and insurance strategies, and develop comprehensive financial plans. You will build relationships through networking, collaborate with...
- ...summaries outlining key findings, risks, and structuring considerations in a clear, concise and articulate manner.Conduct focused tax research on technical issues and transaction-specific fact patterns.Lead and assist sections of tax due diligence meetings with target...Full timeContract workWork at officeRemote workFlexible hours
$40k - $60k
...Schedule and conduct follow-up interactions to support acquisition goals. Collaborate with team members to coordinate outreach strategies. Track activity and report progress toward established objectives. Maintain compliance with office and regulatory...For contractorsWork at office- RBC in Simpsonville, SC is seeking a Financial Analyst - Indirect Tax to manage sales/use and property tax processes, lease accounting... ...to detail. The role requires 0-5 years accounting experience, solid Excel skills, and the ability to research tax #J-18808-Ljbffr RBC
- Job Summary The Senior Commercial Portfolio Manager is a key member of the client team and credit leader within the organization. The... ...Mentors Commercial Portfolio Managers and Commercial Credit Analysts. Provides opportunities for growth. Serves as a resource in building...Bank staffWork at officeLocal areaFlexible hours
- CAMS (Community Association Management Services) is seeking a Community Manager in Greenville, SC. You will manage a portfolio of homeowner associations, build strong board relationships, and provide trusted guidance. The role balances financial expertise with excellent...
- TD Bank is seeking a Credit Portfolio Manager I to manage portfolios primarily focused on businesses with annual revenues under $250 million in Greenville, South Carolina. This role involves overseeing loan requests, performing financial analyses, and ensuring credit quality...
- ## Credit Portfolio Manager I - RCBPostulerremote type: Sur placelocations: Greenville, South... ...non-profits, service providers, and investment commercial real estate borrowers. The position... ...at all times* May lead a team of Credit Analysts within a region or market**Education &...Temporary workInterim roleWork at officeLocal areaWork from homeFlexible hours
- Marketing & Portfolio Manager Location: Abrera, Bellusco, Epernon, Germany - Alsfeld, Kettering, Nijmegen Requisition ID: 53334 Overview... ...supports the execution of regional marketing and portfolio strategies that drive profitable growth across Sealed Air's Protective...Local area
$50k - $60k
We are seeking an Investment Operations Specialist for a financial services company in Greenville, SC. The ideal candidate will be professional, quick to learn, and a team player. This is a full-time, direct hire, onsite position. Responsibilities: Collaborate with advisors...Full time- ...deliver Bank of America’s core banking, investment solutions and approach to client care.... ...growing and deepening relationships within a portfolio of clients. As a successful Financial... ...with confidence, and recommend strategies to help clients achieve their financial...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$87k - $145k
...and take smart risks. What impact you’ll make: The Financial Analyst is responsible for monitoring, analyzing and reporting capital... ...financial reporting tools. Experience in capital budgeting and investment analysis. Experience preparing reports and presenting information...Contract workRelocation package- Fox Rothschild has an opening for a mid-level or senior associate with experience in mid-market M&A ($25 million to $500 million) and venture capital. This is substantive, client-facing work with significant exposure to sophisticated deal structures, direct client contact...Flexible hours
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