Senior Portfolio Manager for UHNW and Institutional Clients
Silvercrest Asset Management Group
A leading investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting for new business. Candidates should have at least 10 years of experience in asset management, proven success in equity portfolio returns, and excellent communication skills. Competitive package offered, with a focus on client-centric solutions. #J-18808-Ljbffr Silvercrest Asset Management Group
$194.23k - $228.5k
...career. 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...SeniorTemporary workLocal area- ...Worth focused Scalable Single Family Office Model seeks a client-facing Portfolio Manager to own a dedicated book of ultra high net worth client... ...high degree of autonomy. Highlights ~ Serve as the Senior Wealth Advisor to domestic and international families with...SeniorWork at office
- ...A leading investment bank is seeking a full-time Senior Sales Trader for its Cash Equity desk in Boston. In this role, you will develop and maintain relationships with institutional clients, facilitating trading and execution services. Key responsibilities include generating...SeniorFull time
- A leading financial institution in New York is seeking a Portfolio Manager for Institutional Investment Solutions to deliver tailored investment strategies to Family Office clients. The ideal candidate will have 15 years of investment experience, strong expertise in multi...SeniorWork at office
$175k - $225k
...advantaged separately managed accounts (SMAs) - a platform that fuses institutional-grade quantitative research... ..., and hands-on client expertise. Our mission... ...personalized, tax-aware portfolios at scale. We're not... ...The Role As a Senior Client Portfolio Manager...Senior$180k - $200k
...Senior Client Portfolio Manager New York, NY Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment... ...Education Undergraduate degree is required CFA Institute Charterholder is preferred What You Will Own...SeniorCasual workWork at officeAfternoon shift- J.P Morgan Institutional Investment Solutions Institutional... ...J.P. Morgan Wealth Management Solutions, managing... ...-asset discretionary portfolios to tailored single asset... ...teams. Our senior investment team averages... ...sophisticated Family Office clients. They will serve as...SeniorWork at officeFlexible hours
$119.77k - $140.9k
Credit Portfolio Manager, Metals & Chemicals - Institutional Client Group Job Description Partners with assigned Relationship Manager(s) to manage ICG credit account relationships in the Metals & Chemicals sectors. The role is responsible for growing revenue by closing...Temporary workWork experience placement- Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated financial services, and developing referral networks. Ideal candidates will have a Bachelor'...Senior
- ...A leading fintech company is seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients in New York City. The role involves understanding client goals, delivering tailored portfolio proposals, and working closely with cross-functional teams...Senior
$194.23k - $228.5k
...Assists the Corporate Banking Division Manager in overseeing business development and handles... ...officers/relationship managers on a portfolio of corporate accounts. Provides... ...the most complex accounts and sensitive client relationships, and is trusted to make difficult...Temporary workLocal area$140k - $205k
...securities, investment management and wealth management services... ...Firm's employees serve clients worldwide including... ...to offer full discretion portfolio management services to institutional and private clients (e.g... ...investment models for OCIO’s UHNW clients, including all...Temporary workWork at officeWorldwide$175k - $250k
PineBridge Investments in New York is seeking a Vice President/Senior Vice President, Client Portfolio Manager to lead client engagement and asset allocation strategy. The ideal candidate will have 7+ years of experience, with strong communication skills and an analytical...Senior- ...Americas Inc. is seeking a VP Rates Sales to join its team in New York. This role involves selling rates products to institutional clients and managing valuable relationships while executing trades. The ideal candidate will have over 5 years of experience in the financial...Senior
- Brown Advisory Incorporated’s New York Office is looking for a Portfolio Manager to manage portfolio activities for sophisticated family office and endowment clients. This role involves significant interaction with the Chief Investment Officer and requires strong analytical...SeniorWork at office
- Mason Blake is seeking a VP of Institutional Client Services in New York. This senior role requires a minimum of 7 years of client-facing experience, especially with Institutional clients, preferably in an alternatives investment environment. The position demands excellent...Senior
$148.5k - $174.7k
...what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage... ...Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships...Temporary workWork experience placementLocal area- ...Portfolio Manager The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Non-Profit Healthcare... ...Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships...Temporary workWork experience placement
$125k - $250k
...Job Description A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential while you... ...70 billion across a variety of mandates including institutional portfolios, high net worth accounts, and mutual funds, using...Full timeTemporary workPart timeWork at office- Senior Institutional Client Services [New York] Job details Location : New York Date Posted : 19 April 2024 Category : Distribution Job Type : Permanent... ...working with a leading alternatives specialist investment manager who is looking to hire an experienced Senior Institutional...SeniorOdd jobPermanent employmentTemporary workWork at office
$90k - $110k
...A financial institution is seeking a Portfolio Manager responsible for maintaining and monitoring existing commercial loan portfolios. The role requires... ..., with a focus on providing excellent service to clients. Candidates should have a U.S. College degree related...Senior$100k - $120k
...experienced sales traders to join their equity sales trading team in New York. The role involves managing institutional accounts, leveraging research to provide maximum client value, and overseeing the entire trade lifecycle. Candidates should possess a Bachelor's degree...Senior$100k - $120k
...firm as an experienced sales trader focused on US institutional accounts. The role requires 5+ years of industry experience... ...You will leverage research and execution services, manage trade lifecycles, and onboard new clients. Salary ranges from $100,000 to $120,000 based on...SeniorPermanent employmentFull time$200k - $230k
...Cerebral Palsy of Georgia is looking for a Senior Equities Electronic Sales Trader to... ...New York. The role focuses on supporting institutional clients through advanced trading technology and... .... The successful candidate will manage existing client relationships and develop...Senior- A leading global financial institution seeks an experienced portfolio manager to serve Family Office clients. The candidate will partner with Private Bank Advisors to implement tailored multi-asset investment strategies. Responsibilities include client communication, asset...SeniorWork at office
$145k - $185k
...of a diversified financial institution with a 125-year tradition of... ...business, commercial and wealth clients build financial strength... ...real estate and asset based senior debt for entertainment, gaming... ...The VP, Sr Portfolio Manager - TMT is responsible for the...SeniorWork at office$175k - $185k
...passionate about serving our clients and supporting our... ...Monitor assigned portfolio of lender finance credit... ...portfolio review memos to senior credit executives,... ...the Group’s portfolio management/monitoring process as... ...bank or other financial institution (even better). Middle...SeniorWork experience placementInterim roleBank staffWork at office$170.26k - $200.3k
Job Description The Senior Credit Underwriter is a Senior-level... ...contributor within Institutional Client Group Corporate Banking, responsible... ...of transactions across a portfolio of insurance clients,... ...Partners with Relationship Managers and Portfolio Managers to support...SeniorTemporary workLocal area$148.5k - $174.7k
...Partners with assigned Relationship Manager(s) to successfully manage ICG Healthcare... ...companies. Grows revenue as directed by senior management by successfully closing new business... ...exposure, managing an assigned credit portfolio, successfully closing new business...Temporary workWork experience placementLocal area$170k - $210k
...planning, investment management, business... ...bound to act in our clients' best interests -... ...methodology here. Regis UHNW Team: Our... ...Summary: The Senior Wealth Advisor focuses... ...of experts in portfolio management, financial... ...an accredited institution (preferably Business...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
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