Senior Portfolio Manager - HNW & Institutional Investing
Midwest-Trust-Company
Midwest Advisors is seeking a Vice President, Portfolio Manager to lead discretionary investment portfolios and serve as a trusted advisor to high-net-worth clients and institutions. The role blends investment strategy, fiduciary oversight, and business development to drive client outcomes and firm growth. You will collaborate across Trust, Wealth Management, and Family Office teams to deliver integrated wealth management solutions while maintaining rigorous risk management and regulatory #J-18808-Ljbffr Midwest-Trust-Company
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$175k - $225k
...Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage... ...billion across a number of portfolios. Its flagship, the Voya Mortgage... ...insurance, real money, and other institutional mandates. Rooted in... ...a diverse client base.As a Senior Portfolio Manager, you will...SeniorFull timePart timeWork experience placementWork at officeLocal areaFlexible hours- ...Advisors seeks a Vice President, Portfolio Manager to oversee discretionary portfolios for high‑net‑worth clients and institutions. You will blend investment expertise with fiduciary oversight... ...Trust Officers, Wealth Advisors, and senior leadership to support growth while...High net worth
$243k - $304k
...define it with a 1.3 billion square foot portfolio and an annual throughput of... ...building what comes next.Job Title:Senior Vice President, Investment OfficerCompany:PrologisA day in the... ...risk profiles). Minimum of 5 years managing a team of 3 or more direct reports.A...SeniorHigh net worthFull time- Texas Capital seeks an experienced Private Banker to manage ultra-high-net-worth relationships in the Texas market. You will review portfolios, recommend sophisticated investment strategies, and coordinate with the Investment Committee to deliver tailored solutions. The...SeniorHigh net worth
$120.44k - $180.66k
...Portfolio & Investment Operations Manager About Figure Figure Technology Solutions, Inc. (Nasdaq: FIGR; OPEN: FGRS) is the leading blockchain... ...a leading structured finance platform with multiple institutional counterparties. What You’ll Do Track...For contractorsVisa sponsorshipWork visa- ...SENIOR WEALTH STRATEGIST This position may work... ...chartered trust institution providing comprehensive... ...fiduciary, wealth management, and family office... ...will assist the Portfolio Manager in setting investment objectives client portfolios... .... Manage HNW client relationships...SeniorHigh net worthTemporary workH1bWork at officeLocal areaFlexible hours
- 2028 Investment Banking Summer Analyst Program - Dallas... ...and wealth and asset management services. With more... ...working closely with senior bankers on pitches and... ...also include large institutional investors looking to... ...manage their private fund portfolios, such as public and...High net worthSummer workInternshipWork at officeImmediate start
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- Brown Advisory is seeking a seasoned Portfolio Manager for our Dallas office to manage a broad array of client portfolios, emphasizing liquidity... ...service teams to nurture relationships and develop tailored investment approaches. The role requires independent ownership, strong...High net worthWork at office
- ...Investment ManagerTrue North Advisors is currently looking to hire... ...+B AUM Independent RIA that manages an endowment style investment... ...investment managers.Assist with the portfolio construction, reporting, and... .../foundation, or similar institution.Chartered Financial Analyst™...High net worthFull timeCurrently hiringRemote work
$10k
...your legacy by joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a Senior Client Tax Accountant!The... ...Day:Consult with High-Net-Worth (HNW) clients on end-to-end tax needsLead... ...preparation workSchedule and manage workload of Client Tax...SeniorHigh net worthWork at officeLocal areaWork from home- ...Figure Technology Solutions, Inc. is seeking a Portfolio & Investment Operations Manager to own asset management for RTL/HELOC portfolios across securitizations and joint ventures. You will ensure ongoing performance, compliance, and economics while turning portfolio objectives...
- ...reach your goals.EisnerAmper is seeking a Senior Manager to expand our Real Estate Tax practice... ...engagements for complex real estate investment partnerships, REITs, and related... ...as diverse as sophisticated financial institutions and start-ups, global public firms, and...SeniorHigh net worthFull timeWork at officeLocal area
$139.23k - $163.8k
...professional to join our high performing Portfolio Management team dedicated to Energy Lending. As a Portfolio... ...to successfully manage a portfolio of Institutional Client Group credit relationships of customers in the Investment and Non-Investment grade energy industries...Temporary workWork experience placementWork at officeLocal area3 days per week- Preferred Legacy National Trust Bank is seeking a Senior Wealth Strategist to serve high-net-worth clients as a family strategist... ...across the family of companies and assist the Portfolio Manager with investment objectives for client portfolios. You will be the primary...SeniorHigh net worthWork at office
- ...Generational Group is seeking a highly motivated Senior Investment Analyst to join our growing Family Office investment team in Richardson... ...You will evaluate opportunities and support deployment and management of significant capital across public and private markets....SeniorWork at office
$150k - $250k
...your goals. EisnerAmper is seeking a Senior Manager to join our State and Local Tax (SALT)... ...with tiered flow-through entities and investment vehicles Preferred/Desired Qualifications... ...as diverse as sophisticated financial institutions and start-ups, global public firms,...SeniorHigh net worthFull timeLocal area- ...Please review the following job description:The Middle Market Senior Portfolio Manager (“Senior PM”) is responsible for the independent... ...successfully held similar role with commercial financial institution or like experience. Industry or sub-sector expertise. Mastery...SeniorFull timePart timeShift workDay shift
$120k
...Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering... ...Professionals on the team work closely with senior bankers and clients on complex, high-profile... ...confidential offering memorandums, management presentations, buyers lists, marketing pitches...SeniorFull timeWork experience placement- ...works for our clients, with highly experienced bankers who truly invest in people's success — today and tomorrow.While we are rooted in... ...the Firm's philosophy and solution on an ongoing relationship management basis with other team membersExpectation of participation with...SeniorHigh net worthImmediate startDay shift
$125k - $200k
...Real Estate Developers, Owner-Operators, Institutional Real Estate, and Complex Real Estate... ...industry You will have the flexibility to manage your days in support of our commitment... ...of the following areas:Real Estate Investment Trusts (REITs)UPREIT StructuresReal Estate...SeniorHigh net worthFull timeWork at officeLocal area- ...job description: The Senior Private Equity &... ...monitoring of private market investment opportunities across... ...investment education, portfolio construction guidance,... ...committee recommendations, manager reviews, and other... ...and the expansion of institutional-quality private market...SeniorHigh net worthOdd jobFull timePart timeShift workDay shift
$138k - $208k
...valued, you’re empowered to do your best work.Job SummaryThe Senior Portfolio & Program Manager, Operational Technology & Engineering is responsible for... ...quarterly and annual planning, roadmap development, and investment cases, partnering with Finance on forecasting and...SeniorFull timeWork at office- Company Overview CORDA Investment Management, LLC is a client-centered wealth management firm serving... ...with you, we’d love to connect! Senior Financial Advisor Are you ready for... ...growth. Shared overhead, not solo costs. Institutional software pricing, shared staff, and...SeniorHigh net worthPermanent employmentWork at office
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