Investment Associate: Client Meetings & Portfolio Ops
Northern Trust Corp
Northern Trust Corp in Atlanta is seeking a Sr Investment Associate to manage client portfolios. Responsibilities include preparing materials for meetings, setting up client files, and processing transactions. The successful candidate will possess strong analytical, organizational, and communication skills, and have 1-3 years of experience in the financial services industry. This role requires authorization to work in the U.S. without visa sponsorship. #J-18808-Ljbffr Northern Trust Corp
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment Associate: Client Meetings & Portfolio Ops in Atlanta, GA vacancy
- ...s leading independent global investment firms, Invesco is dedicated to... ...possibilities for our clients. By delivering the combined power... ...Job Purpose:**The IFI Client Portfolio Manager (CPM) acts as an integral... ...clients via in-person meetings (on- and off-site), conference...SuggestedFull timePart timeWork at office
- ...Community Bank is seeking a Wealth Management Portfolio Manager in Atlanta, Georgia. The role entails managing discretionary investment portfolios for high-net-worth individuals... ...investment strategies, and building client relationships. Ideal candidates will have over...SuggestedFull time
- ...Group LLC in Atlanta, Georgia, is seeking a skilled Portfolio Manager with a strong background in equity... ...fundamental research analysis. The role involves managing investment portfolios for ultra-high-net-worth clients and institutions, crafting investment packages, and...Suggested
- A regional financial institution in Atlanta is seeking a Private Banker. This role involves managing a portfolio of Private and Commercial Banking clients, focusing on generating new business and maintaining existing relationships. Candidates must have strong interpersonal...SuggestedFull timeWork at office
$62.31k - $90.76k
CREDIT PORTFOLIO MANAGER-OVERLAND PARK, KS OR AURORA, CO As the Credit... ...position, does not have client contact. How you will spend your... ...varied benefits to eligible associates, such as Paid Time Off; a 401... ...means to an end—a way to help us meet the bottom line. UMB isn't...SuggestedLocal areaFlexible hoursUMB Bank
Atlanta, GA2 days ago$130k - $160k
WTW in Atlanta is seeking a Client Portfolio Specialist to manage investor relations for its Specialist Portfolio Solutions clients. The... ...relationships, addressing inquiries, and collaborating with the investment consulting team. Ideal candidates will have a strong...Temporary work- A global investment firm in Atlanta is seeking an experienced Client Portfolio Manager. This role involves representing the investment team to clients, servicing existing clients, and developing investment insights. The ideal candidate has over 10 years of client-facing...Full time
$130k - $150k
...positively influence our culture, serve our clients and enrich our communities is... ...Vice President, Insurance Portfolio Manager is a core investment professional within the Insurance Portfolio... .... Participate in client meetings, investment committee discussions,...Part timeWork experience placementLocal areaFlexible hoursVoya Financial
Atlanta, GA11 hours ago$84.15k
...Private Wealth Management Credit Portfolio Manager is responsible for... ...working relationships with client management, internal teammates... ...products to both competitively meet unique PWM client credit... ...directly impact pay for individual associates include: experience, skills,...Full timeFlexible hours- ...SUMMARY/OBJECTIVES The Commercial Portfolio Manager III supports the commercial loan... ...sound portfolio management and superior client service. ESSENTIAL FUNCTIONS Reasonable... ...Process and insures that structure meets the needs of the client and the operating...Full timeLocal areaRemote workHome office
South State
Atlanta, GA3 days ago - ...exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction... ...for the risk evaluation and associated regulatory compliance... ...structure to develop solutions that meet the client's needs and the Bank'...Full timePart timeShift workDay shift
- ...Management Group is a registered investment advisor that provides asset... .... Job Objective The portfolio manager will create and manage... ...investment portfolios for our clients. Responsibilities will include... ...AUM by working with clients to meet their investment objectives....Work at office
- Overview The Wealth Management Portfolio Manager is responsible for... ...constructing and managing discretionary investment portfolios for high-net-worth... ...for new and existing clients. Additionally, this position... ...client relationship review meetings. What You’ll Do Design, construct...Full timeLocal areaRemote work
- ...extra mile to support one another and to meet every customer's needs. When teammates are... ...Bank teammate. The Commercial Card Portfolio Manager is responsible for managing and growing... ...oversight of card spend performance, client engagement, risk management, and collaboration...Work experience placementFlexible hours
- ...here! Summary/Objectives The Commercial Portfolio Manager supports the commercial loan and... ...sound portfolio management and superior client service. Essential Functions Analyzes financial... ...Process, ensuring that the structure meets the needs of the client and the operating...Local area
- .../ Objectives The Commercial Portfolio Manager supports the commercial... ...management, and superior client service. Essential Functions... ...Process and ensure structures meet client needs and the Bank’s operating... ...travel. #J-18808-Ljbffr SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION
$70.49k - $119.89k
Northern Trust Corp in Atlanta, GA is seeking a Senior Investment Associate who will support Portfolio Managers in delivering exceptional service to high-net-worth investment clients. With over 130 years of financial experience, Northern Trust offers innovative financial...- Middle Market Portfolio Manager Overview: The Middle Market... ...with prospects and clients. Underwrites,... ...the risk evaluation and associated regulatory compliance... ...develop solutions that meet the client's needs and... ...Partners closely with Investment Banking peers to ensure...Full timePart timeShift workDay shift
- ...local government and commercial clients in health care, technology,... ...opening for an experienced Portfolio Director to oversee a variety... ...oversight of all contract vehicles associated with the Account. Act as the... ...'s strategic direction to meet and exceed revenue, personnel...Contract workLocal area
- ...aspects of either an on-site or portfolio of communities to ensure... ...expectations of the Board and Association. Coordinate, negotiate and issue... ...and assisting association meetings. Daily use of company software... ...covenant drive throughs if client contract requires it. Qualifications...Contract workWork at officeAfternoon shift
- ...seeking an experienced Learning Portfolio Manager - Sales in Atlanta,... ...Leading training projects associated with the team’s deliverables... ...Coordinating and facilitating meetings, preparing agendas and tracking... ...training project management Strong client focus with the ability to...Full timeTemporary workTraineeshipWork experience placementWork at officeFlexible hours
- ...Lighting Solutions is seeking a qualified individual to manage a portfolio of Asset Based Lending (ABL) transactions, ensuring credit... ...financial analysis, risk mitigation, and close interaction with clients. Located in Atlanta, candidates should have 7-11 years of relevant...
- ...posting. Summary The Commercial Portfolio Manager partners with local Relationship... ...Managers to call on current or potential clients; understands and identifies needs for... ...to helping our clients, communities and associates unlock their full potential with capital...Work experience placementLocal area
First Horizon
Atlanta, GA2 days ago $65k - $100k
...Credit Analyst Or Portfolio Manager Client bank in Atlanta needs credit analyst or portfolio manager with formal credit training and at least 3 years of underwriting experience to manage a large portfolio of commercial loans, underwrite new deals, perform annual reviews...SearchAmerica Inc
Atlanta, GA3 days ago$53.3k
...Regions. At Regions, we believe associates deserve more than just a job.... ...Credit Products Real Estate Portfolio Analyst works to monitor loan... .... This group provides client-specific off-balance sheet financing... ...multiple assignments and meet deadlines Ability to work independently...Work at office$53.3k
...Credit Products Real Estate Portfolio Analyst monitors loan and property... .... This group provides client‑specific off‑balance‑sheet financing... ...multiple assignments and meet deadlines Work independently... ...Employee Assistance Program Associate Volunteer Program Location Atlanta...Full timeWork at officeFlexible hours$80k - $95k
TIAA is looking for a Wealth Advisor in Atlanta, Georgia, to partner with clients in achieving their financial goals through strategic planning and investment strategies. The ideal candidate will have over 3 years of experience in financial services, excellent client management...- ...Forge-Companies is seeking a Financial Advisor II in Atlanta, Georgia, to provide fiduciary-level financial planning and investment services to clients, primarily injured plaintiffs. This role requires at least 5 years of advisory experience and the acquisition of Series...
- Pathstone Welcomes Crestone Capital LLC is seeking a Senior Associate for its Personal CFO Services team in Atlanta, GA. This role involves... ...and ensuring accurate financial outputs in a fast-paced, client-focused environment. The ideal candidate will have over 4 years...Flexible hours
- Truist is looking for a Middle Market Portfolio Manager in Atlanta, Georgia, responsible for independent underwriting and portfolio management... .... The role includes leading underwriting processes, expanding client relationships, and mentoring junior team members. Offers...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Associate: Client Meetings & Portfolio Ops. Be the first to apply!
Related searches
- senior investment advisor Atlanta, GA
- investment advisor Atlanta, GA
- investment consultant Atlanta, GA
- community investment Atlanta, GA
- investment writer Atlanta, GA
- investment coordinator Atlanta, GA
- investment operations Atlanta, GA
- investment firm Atlanta, GA
- investment strategist Atlanta, GA
- infrastructure investment Atlanta, GA