Senior Investment Content Editor - Client Portfolios
$88.9k - $124kTeachers Insurance and Annuity Association of America
Teachers Insurance and Annuity Association of America is seeking a Client Portfolio Manager, Content to join their team in Charlotte, North Carolina. The role involves writing and editing a variety of investment-related content to support sales/distribution efforts while ensuring editorial quality and brand consistency. Applicants should have at least 3 years of experience in writing and editing for the financial services industry and hold a university degree. The position offers a competitive salary range of $88,900 to $124,000 per year along with a comprehensive benefits package. #J-18808-Ljbffr Teachers Insurance and Annuity Association of America
$194.23k - $228.5k
.... Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and credit risk assessment of commercial loans within the Media...SeniorTemporary workLocal area$96.5k - $207.5k
A national banking institution is seeking a Commercial Senior Portfolio Manager in Charlotte, NC. This role involves managing a complex portfolio... ..., evaluating creditworthiness, and collaborating with clients and stakeholders. The ideal candidate will have a Bachelor's...Senior$96.5k - $207.5k
Fifth Third Bank is seeking a Commercial Senior Portfolio Manager in Charlotte, North Carolina. This role requires expertise in managing commercial client portfolios and advice on credit structures and pricing. Key responsibilities include reviewing financial statements...Senior- ...services firm is looking for a Commercial Credit Underwriting Portfolio Manager 3 to manage a designated loan portfolio and ensure compliance... ...processes, mentor junior team members, and assist in client relationship management. The ideal candidate will have at least...SeniorFull time
$130k - $160k
Allspring Global Investments™ is a leading independent asset... ...designed to help meet clients' goals. At Allspring,... ..., we strive to build portfolios aimed at generating... ...dynamic and visionary Senior Digital Marketing Strategist... ...engine marketing, and content marketing. PREFERRED...SeniorWork at office3 days per week$96.5k - $207.5k
...at Fifth Third Bank. GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team", managing transactions... ...Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective...SeniorWork at office- ...Senior Portfolio Manager - Financial Institutions Group - Insurance Make banking a Fifth Third better® We connect great people to great... ...Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective...SeniorWork at office
- ...The individual in this role will manage a portfolio of corporate healthcare borrowers across... ...the "coverage team" to: Meet with clients and Participate in business Development... ...CRT screen. Some travel required. Senior Portfolio Manager - National Healthcare...SeniorWork at office
$145k - $185k
...for its deep industry knowledge, strong client relationships, and disciplined execution... ...Overview The Vice President, Underwriting Portfolio Manager is responsible for both... ...asset-based lending, corporate lending, or investment banking ~4 years of experience in...SeniorWork at office- ...About this role: Wells Fargo is seeking a Senior Investment Portfolio Control Consultant supporting the Private Wealth Businesses within the... ...business, including the High-net-worth and Ultra-high-net-worth client segments. Learn more about the career areas and lines...SeniorWork experience placementWork at office
- ...Senior Investment Portfolio Control Consultant The WIM Investment Solutions Center of Excellence (IS COE) is looking for a Senior Investment... ...investment strategies and benchmarks, and identifying key risk in client accounts. Conduct proactive reach outs to advisors to help...SeniorWork experience placementWork at office
$90k - $110k
...Apex Group is seeking an Assistant Fund Controller in Charlotte, NC. This full-time role involves leading client relationships, managing fund accounting processes, and ensuring timely, accurate delivery of services. The ideal candidate will have 5-8 years of experience...SeniorFull time$95k - $100k
...Description Job Overview: The Senior Portfolio Manager will oversee a portfolio of Commercial Property Owner Association accounts... ..., and tenants. The Senior Portfolio Manager creates a strong client relationship and is responsible for understanding and meeting...SeniorFull timeContract workPart timeSeasonal workWork at officeLocal areaFlexible hours- First National Bank is looking for a Commercial Credit Underwriting Portfolio Manager 2 in Charlotte, NC. This role is responsible for managing a Commercial loan portfolio, ensuring compliance with bank guidelines, and mentoring junior team members. The candidate must have...Senior
- First National Bank Of Pennsylvania seeks a Commercial Credit Underwriting Portfolio Manager 2 in Charlotte, North Carolina. In this role, you'll manage a designated commercial loan portfolio, overseeing underwriting and ensuring compliance with regulatory standards. Collaborate...Senior
- A leading financial advisory firm in Charlotte is looking for an experienced Client Associate to join their private wealth team. This position focuses on operational and administrative support, requiring a highly reliable and detail-oriented individual. Candidates should...Senior
- F.N.B. Corporation in Charlotte is seeking a Commercial Credit Underwriting Portfolio Manager 2 responsible for managing a designated commercial loan portfolio. This role includes credit underwriting, portfolio management, and compliance with bank regulations. Candidates...SeniorFull time
- Regions Financial Corporation is seeking a BlackArch Investment Banker to develop client relationships and oversee the transaction process. Key responsibilities include identifying business opportunities and maintaining client communication. The ideal candidate will have...Senior
- A financial services corporation in Charlotte, NC seeks a Commercial Credit Underwriting Portfolio Manager Team Leader. This role involves managing a team of underwriting professionals, ensuring compliance with regulatory standards, and overseeing credit practices. The...SeniorFull time
$96.3k - $176.5k
...industry, working side by side with a range of clients from our most venerable institutions to... ...· Knowledge of industries, including investment banking, broker-dealers, custody, fund... ...opportunities, risk assessment, and portfolio diversification strategies. Collaboration...SeniorSummer holidayFlexible hours- Trimont Real Estate Advisors LLC. in Charlotte is seeking a Senior Associate for Credit Portfolio Management. This role involves partnering with an Asset Manager to service a portfolio of securitized commercial real estate loans. Responsibilities include ensuring compliance...Senior
- ...Role This opportunity focuses on providing tax expertise to portfolio operating companies backed by private equity. The ideal... ...apply U.S. tax code sections related to partnerships and other investment structures. Private Equity Expertise Demonstrate comprehensive...SeniorContract workWork at officeLocal areaFlexible hours
- ...A leading IT consulting firm has an exciting opportunity for a Principal/Senior Product Owner in Charlotte, NC. You will oversee a product portfolio, focusing on strategic thinking and hands-on execution. The ideal candidate will have over 10 years of experience in product...SeniorFull time
- ...products as well as other consumable medical devices under a strong portfolio of world class brands. Dentsply Sirona’s products provide... ...-by helping improve oral health worldwide. The GBS Portfolio Senior Manager & PMO Lead, reporting to the Senior Director of Global...SeniorWorldwideHome office
- ...professional services firm is seeking candidates to support their Capital Markets team in Charlotte. This role involves assisting clients by analyzing their capital markets businesses, enhancing service experiences, and developing new offerings. Candidates should have...SeniorFlexible hours
- ...A global financial consulting firm seeks a Senior Consultant to join its Capital Markets team in Charlotte, NC. The role involves assisting client engagements, analyzing capital markets businesses, and providing advice on digital assets and regulatory compliance. Candidates...Senior
- ...Elliott Davis, PLLC), a licensed CPA firm.**Job Summary**We are looking for a Tax Senior Manager with passthrough entity experience to work with our Private Equity Portfolio/Investment Company Practice groups. This candidate will consult on complex tax matters and oversee...SeniorContract workWork at officeLocal areaFlexible hours
- ...key ways you'll bring value to the team ~ Own and drive the portfolio intelligence that shapes how Wayflyer manages portfolio performance... ...Develop and maintain the monthly portfolio reporting pack for senior leadership, bringing clarity on trends, concentrations, early...SeniorStart working todayWork at officeRemote workWorldwideFlexible hours3 days per week
$71.87k - $114.8k
...Account Officer Senior This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They are the... ...and savings account activity, CD's, investments, etc.) to free Relationship Managers from performing...SeniorImmediate startRemote work- ...A leading global investment firm is seeking a Senior Associate within Investment Engineering to enhance portfolio analytics and client applications. This role involves managing investment data, driving analysis, and collaborating with various teams on GIPS and regulatory...SeniorFull time
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