Precision Portfolio Management Associate
Evensky & Katz, LLC
Evensky & Katz / Foldes Wealth Management in Miami is seeking a detail-oriented Portfolio Management Associate to support portfolio management, trading, reconciliation, and data accuracy with precision and fiduciary focus. Based in Miami, this role supports the Portfolio Management and Data Management teams and offers opportunities to advance designations while strengthening investment knowledge and compliance discipline. #J-18808-Ljbffr Evensky & Katz, LLC
- Evensky & Katz / Foldes Wealth Management Portfolio Management Associate Evensky & Katz / Foldes Wealth Management We are looking for a detail-oriented... ..., trading, reconciliation, and data accuracy with precision, sound judgment, and a strong commitment to the firm’s...SuggestedWork at office
$145k - $175k
SCIB Portfolio Management Associate - CIB LendingCountry: United States of AmericaIt Starts Here:Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are...SuggestedHourly payFull timeContract workWork experience placementShift work$110k - $150k
# Portfolio Management - Valuations & Analytics, AssociateBlackstoneAssociateSecondariesFull-timeLocationMiami, United StatesCompensation$1... ...notifications when new job openings matching "Secondaries / Associate jobs in Miami, United States" are published.## About This...Suggested- ...Portfolio Solutions Specialist The Portfolio Solutions Specialist plays a key role in supporting the implementation, operational integrity... ...of customized investment mandates within Itaú Asset Management. This position is responsible for ensuring accurate portfolio...SuggestedWork at office
$140k - $190k
General Atlantic is seeking a Senior Associate at its Miami office to manage C-suite search assignments and support portfolio companies. The role requires 4-6 years of relevant experience, strong project management skills, and proficiency with AI tools. The selected candidate...SuggestedWork at office- POSITION SUMMARY:Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.DUTIES...Work experience placement
- Job Duties: Associate, Business Development Professional with Goldman Sachs & Co. LLC in... ...advisors to support and implement wealth management strategies for clients in Latin America... ...and Spanish. Analyze investment portfolios for risk and return characteristics. Execute...
- Job Duties: Associate Sales with Goldman Sachs Wealth Services, L.P.... ...and foreign) high-net-worth portfolios, including preparation of annual... ...quarterly reviews, and manage clients’ requests. Prepare extension... ...focusing on confidentiality, precision, and proactive responsiveness...Full timeTemporary workWork at office
$171.6k - $338.3k
...Summary AI Datacenter & Infrastructure Associate VP Join our AI & Engineering team and... ...the hybrid cloud, orchestration, and managed services solutions clients need. Your contributions... ...multi-million-dollar transformation portfolios.Understanding of hyperscaler services (...Local area$163.4k - $322.1k
...effectiveness and efficiency. Deloitte Oracle Associate Vice Presidents help clients delineate... ...lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-... ...ERP Cloud's Financials, Procurement, or Portfolio Management. Do you have the ability to...Immediate startVisa sponsorship- ...Are you skilled at developing wealth management strategies? Does financial data excite... ...re looking for a Senior Wealth Strategy Associate to: • Assist Financial Advisors with... ...the business • analyze and interpret portfolio performance reviews and make recommendations...Flexible hours
$100k - $170k
...our people love working at A&M. Senior Associate, Merger Integration & Carve‑Outs A&M’s... ...help improve operating results at their portfolio companies. The companies we assess are... ...Services Include CDD/Strategy Interim Management Merger Integration & Carve‑outs IT Rapid...Full timePart timeInterim roleWork at officeFlexible hours- ...national real estate investment and development platform is seeking an Asset Manager to join its Fort Lauderdale-based team. The firm operates a diversified, institutional-quality portfolio across multifamily, mixed-use, retail, office and hospitality assets, with a substantial...Work at office
- Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...talent. Bernstein Private Wealth Associates are client service professionals who exhibit... ..., capital markets positioning, portfolio analytics, and wealth and legacy planning...Flexible hours
$90k - $130k
...Private Equity Performance Improvement - Associate: CFO Services Alvarez & Marsal, a... ...services firm, specializes in turnaround management, performance improvement, and corporate... ...improve the operating results at their portfolio companies. The CFO Services practice focuses...Work experience placementInterim roleImmediate startFlexible hours$125k - $180k
Senior Associate/AVP: Real Estate, Alternative Credit Solutions Group Miami, FL Description... ..., due diligence, closing and asset management of real estate credit investments. Monroe... ...term sheet construction Assist with portfolio asset management Other ad hoc analyses...Full timeWork at officeFlexible hours- Goldman Sachs Bank AG in Miami seeks an Associate, Business Development Professional to support wealth management strategies for clients in Latin America and Florida.... ...tailoring solutions by location. You will analyze portfolios, rebalance and trade, and liaise with product...
- Job Description Job Duties: Associate, Client Relationship Management with Goldman Sachs & Co. LLC in Miami, Florida. Act as key relationship contact... ...to their investment mandate. Oversee asset movements, portfolio implementations and leverage understanding of organizational...
- A growing commercial real estate investment firm is seeking an Asset Management Associate to support the day-to-day operations of a retail property portfolio. This role is ideal for someone who enjoys coordinating projects, solving problems, building relationships, and...For contractorsWork at office
$140k - $190k
...Sustainable Infrastructure strategies. General Atlantic manages approximately $126 billion in assets under management, inclusive... ...Summary General Atlantic is looking to hire a Senior Associate to join the Portfolio Talent Solutions team in our Miami Office....Work at officeLocal areaShift work- POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth... .... They assist in areas such as digital marketing, portfolio holdings and proposal tools, and financial planning. DUTIES...Local area
$175k - $225k
Sr Associate - Commercial Real Estate Investing 1823 Partners Miami, Florida, United States... ...business as a differentiated asset management firm focused on long-term, insurance-first... .... 1823 Partners manages a growing portfolio of private market investments with the...Work at office$120k - $150k
Associate / Sr. Associate, Multifamily Asset Management Formed in 1992, Fifteen Group Capital LLC is a real estate private investment firm with offices in Miami... ...where others see complexity. Our multifamily portfolio extends across multiple states, and our Miami and Los...Work at officeImmediate start- Asset & Wealth Management - Miami - Associate, Business Development Professional - 10243338 location_on Miami, FL, United States Job Duties: Associate... ...outreach in both English and Spanish.Analyze investment portfolios for risk and return characteristics.Execute portfolio...Full timeTemporary workWork at office
- ...explore the world. Position Summary The function of the Sr. Associate, Program Management is to provide assistance and support to the Program... ...written and verbal communication skills a must. Clear and precise communication at all levels of the organization essential....For contractorsWork at office
- Bernstein Private Wealth Management seeks an Associate to collaborate with senior professionals and support Financial Advisors in building their... ...delivering exceptional client service. The role emphasizes portfolio analysis, account maintenance, and meeting preparation,...
- ...company with a substantial philanthropic portfolio that spans a diverse range of issue... ...client is actively building its grants management infrastructure to support and grow its... ...the Role What You'll Do The Philanthropy Associate supports the delivery of high-quality philanthropic...Work at office
$135k - $170k
...is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling... ...and its broad ecosystem of investors and portfolio companies.BXTi is entrepreneurial, and... ...systems and third-party solutions.As an Associate Software Development Engineer, you will...Full timeLocal areaImmediate start- POSITION SUMMARYWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES...Work experience placementLocal area
- Job Description AlTi is seeking an Associate Advisor to join our team. The Associate Advisor... ...spectrum of discretionary investment management and wealth planning to help them meet... ...Customized client presentations which include portfolio performance and analysis, planning...
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