Emerging Portfolio Manager Quant-Driven & Client Impact
CFA Institute
CFA Institute in Wheaton, Illinois, seeks an Associate PM for its Custom Wealth Solutions group. The role involves supporting portfolio managers, monitoring portfolios, responding to client requests, and contributing to decision-making. Ideal candidates should have a Bachelor’s degree and 1-3+ years of experience, showing a strong desire for innovation in investment solutions. Familiarity with SQL and portfolio optimization is beneficial. #J-18808-Ljbffr
$88.8k - $165.6k
...ambitions in the U.S. We are driven by a single purpose: to... ...credit solutions in an assigned portfolio of clients. Makes credit decisions and... ...collaboration with Relationship Manager and business partners.... ...more ways to grow and make an impact. We strive to help you make...SuggestedContract workPart timeWork experience placementWork at officeLocal area$125k - $140k
...diverse projects and clients, career advancement... ...is responsible for managing a team of paid social... ...oversee a growing client portfolio and collaborate with... ...by harnessing AI-driven automation, emerging technologies, and... ...processes that positively impacted the profitability /...SuggestedWork experience placementH1bWork at officeLocal areaRemote work$110k - $125k
...need for enhanced security, driven by increased audit requirements... ...technologies and supporting emerging initiatives, including advanced... ...efforts. This is a high-impact opportunity to contribute to... ...scenarios Support vulnerability management, patching processes, and...SuggestedWork at office3 days per week- ...responsible for supporting our direct indexing portfolio managers in their day-to-day processes. This... ...portfolio monitoring, responding to client requests, generating transition... ...process is team-based and quantitatively driven. Primary Responsibilities Monitor portfolio...SuggestedWork experience placement
- Chase is seeking a Relationship Banker in Glen Ellyn, Illinois. In this role, you will deliver exceptional service to clients, manage relationships, and leverage financial technology to meet their needs. Strong communication skills and sales experience are essential. Applicants...Suggested
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...consistent focus on relationship management, not portfolio management Demonstrate a deep...
$170k - $200k
...Senior Portfolio Manager- Chicago Location: Chicago, IL Compensation: $170,000 - $200,000 +... ...ensuring profitability, quality, safety, and client satisfaction This is a high-... ...problem-solving skills – You make data-driven decisions and drive efficiency. ~ Exceptional...Contract workWork at office$100k - $130k
...Investment Operations Manager The Investment Operations... ...vehicles and client types. Act as a subject... ...recommendations and data-driven analysis. Cross-Functional... ...operational impacts, risks, and timelines clearly... .... Experience with portfolio accounting, trading, or...Temporary workFlexible hours$99.55k
...with a particular emphasis on securing emerging initiatives, including those involving artificial... ...maintenance of vulnerability and patch management systems. Promote the secure,... ...instructions. Back-up Redundant IMPACT ON JEL SERT SUCCESS End goal is to...Full timeWork at officeLong distanceMonday to FridayShift workWeekend workDay shiftAfternoon shift$122.4k - $228k
...ambitions in the U.S. We are driven by a single purpose:... ...development and management of key client relationships.... ...Manages high-value client portfolios, driving cross-selling... ..., competition, and emerging products to drive strategic... ...to grow and make an impact. We strive to help...Contract workPart timeWork experience placementLocal areaShift work- A financial services organization is seeking a Senior Sourcing Recruiter to build a financial practice and guide clients with personalized advice. This role requires strong interpersonal skills and the ability to develop long-term relationships. Candidates should hold a...
- ...Portfolio Strategy Manager The Portfolio Strategy Manager is part of the Marketing organization and... ...Lab, Quality/Regulatory, Finance, IT, Client Services, Sales/Account Management, and... ...Experience operating in regulated and quality-driven environments (e.g., CLIA/CAP, FDA, ISO...
- ...underwriting of commercial loans, construction loans and owner-occupied commercial real estate applications and responsible for managing client relationships. Essential Duties # Evaluate, underwrite and assist with closing commercial loans, construction...Work at office
- ...technical leadership and design oversight for complex architectural projects. The ideal candidate will mentor junior architects and manage client relationships while ensuring design integrity and code compliance. This role involves developing construction documents,...
$70k - $90k
...Group is searching for an Associate Financial Advisor based in Itasca, Illinois. In this role, you'll support the advisory team in managing client relationships while providing exceptional service. Responsibilities include assisting during client meetings, analyzing...$122.4k - $228k
...ambitions in the U.S. We are driven by a single purpose:... ...development and management of key client relationships.... ...Managing high-value client portfolios, driving cross-... ...trends, competition, and emerging products to drive strategic... ...to grow and make an impact. We strive to help...Part timeWork experience placementLocal areaShift work- ...suit their financial needs. As a Private Client Banker in Branch Banking, you are the... ...other customers in the Branch. You will manage their complete banking relationship across... ...processes or through NMLS notifications may impact your employment with the firm. Any of the...Immediate startAfternoon shift
- ...suit their financial needs. As a Private Client Banker in Branch Banking, you are the main... ...other customers in the Branch. You will manage their complete banking relationship across... ...or through NMLS notifications may impact your employment with the firm. Any of the...Immediate startAfternoon shift
- ...Senior Portfolio Manager - Position and Responsibilities As a Senior Portfolio Manager (SFM) with Middough, you will serve as a client account manager and be the primary point of contact for the client and other outside consultants of the project(s). The SFM is fully...Contract workTemporary workH1bWork at officeLocal areaFlexible hours
- ...important people decisions. We help clients build better workplaces,... ...looking for a Senior Client Manager to join our team. You’ll... ...This is a chance to make a real impact by building strong... ...ll make an impact Manage a portfolio of client accounts, ensuring...Full timeLive outWork at officeLocal areaFlexible hours
$72k - $145k
...opportunities every day, for our clients, our people, and our... ...collaboratively as part of a team, to help manage client relationships through... ...and present to clients portfolio reviews, economic outlooks,... ...education, skills, and knowledge may impact position of pay within the...Interim roleWork at officeFlexible hours- ...their business and help clients prepare for life's... ...Representatives of COUNTRY Capital Management Company, and Insurance... .... Leverage the portfolio of property and... ...self-motivated. Goal-driven with track records of... ...about making positive impacts in their communities....Contract workFor contractorsWork at office
$110k - $125k
...Fund Accountant for a growing, globally recognized investment management firm overseeing more than $3 billion in assets. This hybrid opportunity... ...who enjoys solving complex challenges and making a measurable impact, this Senior Fund Accountant role could be your next career...Temporary work- ...encourage innovation, and are eager to make an impact. Whetheryou'restarting out in your career... ...in a growing environment and providing clients with exceptional services. What it... ...~ You will have the flexibility to manage your days in support of our commitment to...Local area
$15.08k - $60k
...wellbeing, and ability to make an impact. Every day, we work to exceed... ...concepts or refining your client engagement skills, every... ...related duties as assigned by management. QUALIFICATIONS AND EDUCATION... ...Program The Newrez Employee Emergency and Disaster Fund (program to...- ...encourage innovation, and are eager to make an impact. Whether you’re starting out in your... ...in a growing environment while providing clients with exceptional service. What It Means... ...industry. You will have the flexibility to manage your days in support of our commitment to...Local area
$113k - $153k
...ability to create exceptional impact and extraordinary results.... ...Advisory practice is seeking a Manager with strong construction accounting... ...‑level advisory and lead key client engagements. In this role, you... ...in a fast paced, deadline driven environment ~ Exposure to...Temporary workFor contractorsLocal areaRemote workFlexible hours$60.8k - $84k
...in service of our clients. Together, the Publicis... ...Experience portfolio endeavors to create... ...Coordinator will manage and coordinate small... ...make an outsized impact behind the scenes... ...actively explores how emerging technologies can... ...digital, and data‑driven marketing; automotive...Temporary workFreelanceWork at officeLocal areaWorldwideFlexible hours3 days per week- J.P. Morgan Chase in Warrenville, Illinois is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You'll share your expertise with a diverse clientele, delivering personalized investment solutions and fostering strong relationships....
$25.43 - $31.78 per hour
...accommodation or an alternative application process. Registered Financial Client Associate Full Time Branch Support Wheaton, IL, US 5 days ago... ...duties as required by the Financial Advisor(s) or Branch Manager. Provide backup support as required to other branch support...Hourly payFull timeWork experience placementWork at officeHome office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Emerging Portfolio Manager Quant-Driven & Client Impact. Be the first to apply!

