Portfolio Strategist
Virtual Vocations Inc
To support the modernization portfolio, the full-time Portfolio Strategist will manage the lifecycle of consulting propositions, ensuring they are developed, launched, and refreshed on schedule while collaborating with cross-functional teams in a fully remote environment. Key responsibilities Take assigned propositions through the full lifecycle from intake to launch and refresh Build and quality-check toolkits for each proposition, including client narratives and competitive positioning Orchestrate contributions from various teams to maintain a cohesive project timeline Required qualifications Experience in offering or product strategy, product marketing, or proposition development Proven ability to run a structured lifecycle or stage-gate process Strong written communication skills for translating technical capabilities into marketable offers Ability to coordinate senior contributors across functions without direct authority Technical fluency to engage in discussions about enterprise modernization programs
- ...you build a career here as a long-term contributor in our work to enrich lives for generations. Position Summary The Portfolio Strategist serves as the investment resource for an assigned regional advisor base, partnering with advisors to win new business and...SuggestedFull timeContract work
$120k - $150k
...Job Title: Portfolio Strategist Corporate Title : Associate Department: Global Multi Asst NIMA Location: New York, NY The pay range for this position at commencement of employment is expected to be between $120.000 and $150.000 per year* (see below footnote for additional...SuggestedRelocation package$124k - $223.1k
...position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Portfolio Messaging Strategist based in United States. This highly visible role will shape the executive narrative for a strategic enterprise AI...SuggestedFull timeWorldwide- A recruitment firm is seeking a Portfolio Strategist to collaborate with academic departments in Phoenix, AZ. The role involves understanding program goals, facilitating digital learning conversations, and acting as a liaison within the academic setting. Ideal candidates...SuggestedFull timeContract workWork at office
- Insight Global is seeking a CPM to work closely with our portfolio management team in Boca Raton, FL, and confidently represent the team in client meetings and prospective client presentations. You will manage portfolio construction, asset allocation, and discuss investment...Suggested
- PlainsCapital Bank is seeking a Wealth Portfolio Manager in Austin, TX to oversee day-to-day investments for a select group of affluent clients, families, and institutions, applying approved strategies, asset allocations, and model portfolios established by the Investment...
- Cydecor is seeking an S&T Portfolio Analyst to support strategic decision-making through data-driven analysis of S&T investments and capabilities. The role focuses on assessments, horizon scans, and impact analyses to inform portfolio decisions for senior leadership within...
$150k - $300k
...institutional clients, delivering market-leading analytics, risk management, execution, and developer tools. Within Marquee, the Portfolio Analytics team is responsible for developing cutting-edge platforms that empower both internal desks (such as sales and trading) and...Full timeTemporary workPart time- ...Wealth Management Strategist Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses... ...goals through excellent client service, investment expertise, and portfolio management. May provide leadership or guidance to less...
- Goldman Sachs Asset & Wealth Management seeks a driven portfolio solutions professional to support PWM, Ayco, and TPW in West Palm Beach. You will participate in client meetings, discuss market views, and provide performance analysis and strategic insights. The role emphasizes...
- Jones Lang LaSalle Incorporated in Seattle, WA is seeking a Portfolio Energy & Strategy Manager to lead energy, water and waste programs for a single client within our sustainability team. You will develop and execute energy management strategies, educate stakeholders,...
- Morgan Stanley in Newport Beach, CA seeks a senior Portfolio Manager Specialist to develop, maintain and oversee investment strategy and asset allocation for clients on the Portfolio Management program. Responsibilities include opening advisory accounts, analyzing portfolios...
- South Jersey Industries is seeking an IT Portfolio Manager to oversee the enterprise IT portfolio, ensuring investments align with strategy and regulatory requirements. You will lead governance, demand management, prioritization, and budgeting efforts across technology...
- JLL is seeking a qualified professional in Seattle to develop and execute energy management strategies for a portfolio of sites to achieve sustainability objectives. The ideal candidate will lead technical support, educate stakeholders, and manage data related to energy...
$116k - $216k
Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment...Work experience placementWork at officeFlexible hours- The Kitchen North America is seeking a Senior Strategist to lead day-to-day strategic work across multiple brands within the Kraft Heinz portfolio from Chicago. You will shape occasion-based campaigns and drive shopper-focused plans, translating insights into big ideas...
$132.5k - $175.3k
...history. That's what we do every day at Amazon. As a key leader within Amazon's Global Real Estate & Facilities (GREF) team, the Portfolio Strategist role will oversee the creation and delivery of portfolio-wide AMER transaction strategies down to the city, building and org...Temporary workFlexible hours- JPMorganChase is seeking an Associate for Card Portfolio Risk Strategy to influence risk management and responsible growth. You will partner with senior leaders to identify trends, remediate risks, and shape the portfolio with the second-line Credit Risk organization. You...
- The Kitchen North America in Chicago is seeking a Senior Strategist to lead day-to-day strategy across brands and support Portfolio Marketing. You will shape occasion-based campaigns, craft channel plans, and translate data into big ideas within a fast-paced, creative...
- MutualOne Bank is hiring an Escrow & Insurance Portfolio Specialist to administer escrow and insurance servicing throughout loan lifecycles. The role requires precise analytics, timely processing of tax and insurance disbursements, and strong documentation for audit readiness...
- Nomura Holdings, Inc. in New York seeks a Portfolio Strategist to join the Global Multi Asset team. You will deliver portfolio construction insights and rigorous quantitative analyses to advisory clients, partnering with US Wealth wholesalers to tailor reviews to each...
$140k - $230k
...company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients’ needs. We... ...people. What’s the job all about? The Senior Portfolio Strategist is responsible for ensuring the consistency of portfolio...Temporary workWork at officeLocal area- Goldman Sachs Asset Management seeks an Associate (Option PM) to focus on equity options portfolio management. You will work with senior portfolio managers to develop strategies, rebalance portfolios, and collaborate with trading, engineering, and client teams to drive...
- Kestra Investment Management (KIM) in Austin seeks a Senior Portfolio Manager to bridge the portfolio team, advisor marketplace, and business development. The role drives adoption of KIM solutions and strengthens advisor relationships through investment expertise and thought...
- Amazon is seeking a Portfolio Strategist for the Global Real Estate & Facilities (GREF) team in Austin, TX. You will oversee the creation and delivery of portfolio-wide AMER transaction strategies, aligning real estate needs with business goals and presenting strategic...
- ...seeking a Major Gifts Officer to cultivate relationships and secure major gifts for its mission. The successful candidate will manage a portfolio of donors and must demonstrate a strong track record in fundraising, exceptional communication skills, and proficiency with...
$110k - $150k
...About this role This role will be a key member of the BlackRock Multi-Asset Strategies & Solutions – Model Portfolio Solutions Strategist team. The team works alongside Portfolio Managers and focuses on commercializing model portfolios for Financial Advisors and their...Full timeApprenticeshipWork at officeLocal areaWork from homeFlexible hours1 day per week- ...Job Description Job Description Fund Portfolio Strategist Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Asset Management / Investment Management / Financial Services Experience Level: Analyst /...Full timeInternship
- ...real customers and real production stakes, across nearly every major industry — this is where that work is happening. Portfolio Messaging Strategist Role Overview Siemens Digital Industries Software is seeking a Portfolio Messaging Strategist to define, govern, and operationalize...Full timeShift work
- ...Job Description Job Description Portfolio Optimization Strategist Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career...Full timeInternship
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