Direct Indexing Client Portfolio Manager
$123k - $193kTeachers Insurance and Annuity Association of America
Teachers Insurance and Annuity Association of America is seeking a Client Portfolio Manager in New York City. In this high-visibility role, you will engage with clients, translate complex data into actionable insights, and conduct quantitative analysis using Python. Candidates should have at least 3 years of experience in direct indexing and excellent communication skills. The position offers a base salary range between $123,000 and $193,000, reflecting the organization's commitment to associate well-being through competitive compensation and comprehensive benefits. #J-18808-Ljbffr
$123k - $193k
...building the next generation of direct indexing — a platform that fuses institutional... ...technology, and hands-on client expertise. Our mission is to deliver... ...hyper-personalized, tax-aware portfolios at scale. As a Client Portfolio Manager (CPM), you will sit at the intersection...SuggestedWork experience placementWork at office- The Quantitative Portfolio Manager is responsible for overseeing the performance and risk management of Tax-Advantaged Long/Short (L/S) Separate... ...and L/S investment processes. The position requires direct equity L/S experience gained at a hedge fund, asset manager,...Suggested
$195k - $225k
...O'Shaughnessy Asset Management (OSAM) is owned by Franklin... ...their goals. With clients in over 150 countries... ...leading provider of Custom Indexing services via CANVAS®.... ...and managing client portfolios in separately managed... ...management or research, with direct exposure to long-only,...SuggestedLocal areaRemote workVisa sponsorship$180k - $200k
...Senior Client Portfolio Manager New York, NY Vise is hiring a Senior Client Portfolio Manager... ...small, collaborative team. You'll report directly to our Co-CIO and play a key role in... ...modern portfolio techniques: direct indexing, tax-loss harvesting, factor...SuggestedCasual workWork at officeAfternoon shift$175k - $225k
...of tax-advantaged separately managed accounts (SMAs) - a platform... ...scalable technology, and hands-on client expertise. Our mission is to... ...-personalized, tax-aware portfolios at scale. We're not looking... ...ll be trusted to: - Engage directly with clients/advisors as an ambassador...Suggested$117.73k - $138.5k
...discover what you excel at—all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage... ...Sector Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships...Temporary workWork experience placementLocal area- The Client Portfolio Manager, Content collaborates with CPM teammates to write, review and/or edit a range of Nuveen thought leadership and other... ...the CPM Content team for executive communications, provide direct editorial support to Nuveen CIO’s social media and Global...Work at office
$100k - $170k
...that sits within Asset & Wealth Management (AWM) at Goldman Sachs. It... ...the investment objectives for clients. These solutions bring... ...art techniques for multi-asset portfolio design and implementation and... ...such sources as Morningstar Direct, Cerulli, PSN, Bloomberg, and...Full timeTemporary workPart time$125k - $250k
...States Job Description A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential while you... ...across a variety of mandates including institutional portfolios, high net worth accounts, and mutual funds, using...Full timeTemporary workPart timeWork at office- ...Portfolio Manager New York, New York;Chicago, Illinois; Charlotte, North Carolina To proceed... ...Growth and delivering for our clients, teammates, communities and shareholders... ...impact. Join us! Job Description: The Direct Indexing Portfolio Manager within GWIM CIO...Work experience placementWork at officeWork from homeShift workDay shift
$120k - $140k
Portfolio Manager - Spirits If interested in this opportunity, please complete our culture index survey at the link below: Palm Bay International... ...Beverage Alcohol working directly with suppliers and... ...: Anticipate and meet client and supplier needs. * Results...Local area$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...$150k - $180k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of... ...customized long-only and long/short equity portfolios that allow, among other things, a range of tax...Full timePart timeWork at officeFlexible hours$195k - $225k
Franklin Templeton Investments is seeking a Quantitative Portfolio Manager for their O’Shaughnessy Asset Management team in New York, NY, or Stamford, CT. This role involves developing systematic long-only and long-short equity strategies and requires deep expertise in...Remote job$250k - $300k
...Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary: $250,000-300,000 We are representing a premier, client-centric investment firm in NYC that bridges the gap between sophisticated institutional research and bespoke...Work at officeLocal areaShift work$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 &...Temporary workLocal area$90k - $125k
...global investment firm is seeking an experienced Analyst for their Fixed Income Solutions team in New York. This position involves client engagement, marketing, and product development for fixed income SMA strategies. Candidates should have a solid understanding of fixed...$175k - $250k
Vice President or Senior Vice President, Client Portfolio Manager - Global Multi‑Asset Strategy & Client Solutions NewYork,NY | PineBridge Investments, a MetLife Investment Management company. PineBridge and MetLife together manage more than $700billion in assets (as of...Local areaWorldwide$115k - $140k
Title: Client Portfolio Manager Reports to: Client Management Department Manager Location : Flanders, NJ Salary Range: $115 - $140K commensurate with experience Brief Description: The Client Portfolio Manager is responsible for overall relationship building with all State...Full timeWork at officeMonday to Friday$250k - $300k
...real estate solutions for the Global Wealth Management Solutions (GWMS) platform with the aim of... ...products fit in the context of their overall portfolios. Utilize breadth of asset class knowledge to lead a wide range of client dialogues with investors. Qualifications...$125k - $250k
A leading asset management firm in New York is seeking a candidate for the Client Portfolio Management team focused on QIS Liquid Alternatives. This role involves engaging with clients, developing product strategies, and leveraging quantitative expertise to drive growth...$120k - $150k
Nomura is seeking a highly motivated Client Portfolio Manager to join the Global Listed Real Assets team in New York. The successful candidate will work closely with internal and external clients, creating insightful materials and enhancing understanding of GLI offerings...$200k - $300k
Vaco by Highspring in New York seeks a Client Relationship Portfolio Manager. The ideal candidate will possess over 8 years of experience advising high-net-worth clients and a proven ability to transition a book of business. This position involves building long-term relationships...$135k - $150k
...Client Experience Manager page is loaded## Client Experience Managerlocations: Remote United Statestime... ...are ready to grow your career in new directions.**This is a work-from-home position... ...on the Bloomberg Gender Equality Index. We are dedicated to continuously improving...Work at officeRemote workWork from homeHome officeFlexible hours$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion* in assets for a variety of clients, including private wealth mandates and institutional clients such...Full timeTemporary workPart time$150k - $180k
1200 Invesco Advisers, Inc. is seeking a Client Portfolio Manager in New York City. This role is integral to the portfolio management team, involving strong relationships with clients and a profound understanding of market trends. Ideal candidates will have 5-8 years of...Work at office$120k - $150k
A financial services company in New York is seeking a Client Portfolio Manager to join their Global Listed Real Assets team. The ideal candidate will have 3-5 years of experience in client-facing investment roles, strong communication skills, and a Bachelor's degree in...$110k - $120k
Client Relationship Manager, Institutional Partnerships Team | New York, NY (4 days/week in office; 5 days/week during first 6 months) What... ...bring a strong understanding of public equity markets, direct indexing, and sustainable or mission‑aligned investing You’re a...Work at office$150k - $200k
...Department: Nomura Capital Management (NCM) The pay range... ..., serving clients with creative solutions... ...visit Aon's Benefit Index®, Nomura's benefits rank... ...private credit funds, portfolio construction and risk... ...high yield, bank loans, direct lending, structured...Relocation package$85k - $110k
...minds, and media and data experts all united to empower our clients along their digital journey. Our commitment to embracing... ...fulfilment go hand in hand. Job Description The Senior Direct Investment Manager is a hands-on, strategic role responsible for the execution...Temporary workWork at officeRemote workFlexible hours
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