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
- ...s leading independent global investment firms, Invesco is dedicated to... ...possibilities for our clients. By delivering the combined power... ...marketsJob Purpose:The IFI Client Portfolio Manager (CPM) acts as an... ...existing clients via in-person meetings (on- and off-site), conference...SuggestedFull timeWork at officeFlexible hours
$175k - $200k
...influence our culture, serve our clients and enrich our communities is... ...Voyage -Apply NowJob Purpose Voya Investment Management (IM) is seeking an SVP, Client Portfolio Manager to support IM’s Fixed... ..., participating in prospect meetings, supporting business development...SuggestedFull timePart timeWork experience placementWork at officeLocal areaFlexible hours$150k - $180k
...leading independent global investment firms, Invesco is dedicated... ...rethinking possibilities for our clients. By delivering the combined... ...-only and long/short equity portfolios that allow, among other... ...advisor pitches, due diligence meetings, and stand and deliver presentations...SuggestedFull timeWork at officeFlexible hours- The SVP, Client Portfolio Manager - Fixed Income plays a critical role in managing investor relationships and presenting investment capabilities with a focus on the institutional client segment... ..., participating in prospect meetings, supporting business development efforts...SuggestedPart timeWork experience placementWork at officeFlexible hours
- ...s leading independent global investment firms, dedicated to rethinking possibilities for our clients. By delivering distinctive investment... ...Job Purpose The IFI Client Portfolio Manager (CPM) acts as an... ...clients via in‑person meetings, conference calls, and board...SuggestedWork at officeWorldwideFlexible hours
$175k - $200k
Job Purpose Voya Investment Management (IM) is seeking an SVP, Client Portfolio Manager to support IM’s Fixed Income team. As a member of the Fixed Income Client... ...conducting portfolio reviews, participating in prospect meetings, supporting business development efforts, and...Work experience placementWork at officeLocal areaFlexible hours- ...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...Full time
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...are metListens in to client meetings to develop a deeper understanding of the... ...regulatory partnersAssists with periodic portfolio reviewsParticipates in loan structure conversations...Full timeWork at officeFlexible hoursDay shift
- Voya Investment Management seeks a Senior Vice President, Client Portfolio Manager for its Fixed Income team in Atlanta. You will lead senior client engagement with institutional investors and intermediaries, presenting investment capabilities and driving asset growth,...
- Invesco in Atlanta seeks a Client Portfolio Manager (CPM) to join the Custom Equity SMA team. You will act as the primary interface between client-facing teams and the investment group, translating portfolio positioning, performance attribution, and market views for retail...
- ...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...
- Overview The Wealth Management Portfolio Manager is responsible for... ...and managing discretionary investment portfolios for high-net-worth... ...strategy for new and existing clients. Additionally, this position... ...and client relationship review meetings. What You’ll Do...Full timeLocal areaRemote work
$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- ...description:The Middle Market Portfolio Manager (“PM”) is responsible... ...supports moderately complex client relationships by facilitating... ...for the risk evaluation and associated regulatory compliance requirements... ...to develop solutions that meet the client's needs and the...Full timePart timeShift workDay shift
$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... ...inquiries.Participate in client meetings, investment committee discussions,...Full timePart timeWork experience placementLocal areaFlexible hours$125k - $255k
DescriptionOverviewThe Sr Treasury Management Portfolio Manager for Pricing leads the... ...track product profitability, client behavior, and pricing... ....• Ensure all products meet regulatory, compliance, and... ...and business cases for investment decisions.Qualifications Required...Full timeWork at officeRemote workWork from homeFlexible hours- Invesco Ltd. in Atlanta seeks a Client Portfolio Manager for Wealth Channels to act as the primary interface between client-facing resources and the investment team, delivering insights on portfolio positioning, performance attribution, and market themes. The role requires...
$100k - $163k
...is seeking a seeking a Senior Portfolio Manager to join our Credit... ...relationshipsand be responsible for meeting the long-term financial... ...will serve as a key member of a client’s deal team and will play a... ...outside activities or personal investing; affected employees will be...Full timeWork experience placement- ...SUMMARY/OBJECTIVES The Commercial Portfolio Manager supports the commercial loan and... ...sound portfolio management and superior client service. ESSENTIAL FUNCTIONS Reasonable... ...Approval Process and insures that structure meets the needs of the client and the operating...Local area
- ...Senior Credit Manager to oversee an Asset Based Lending portfolio, ensure credit quality, monitor collateral, and... ...with risk mitigation in mind. You will work with Truist clients and cross-functional teams to meet revenue and credit objectives while adhering to regulatory...
$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- Position Overview Create and manage investment portfolios or perform portfolio management duties that meet the risk/return requirements of the insurance liabilities... ...Ability to set goals and handle multiple tasks, clients, and projects simultaneously; ability to appropriately...Work experience placementWork at office
$159.2k - $212.1k
...You will play an active strategic advisory role across all client events, ensuring that event managers and vendors responsible... ...they arise, and providing oversight of the budget across the portfolio of meetings. You’ll be part of our Optimize Events team in one of our locations...Hourly payApprenticeshipWork experience placementWork at office- Senior Portfolio Manager, Middle Market C&I -Atlanta, GA FinTrust Connect... ...Commercial & Industrial clients, structuring complex cash flow... .... Participate in client meetings to discuss financial performance... ...exceptions and clearly communicate associated risks and mitigating factors...Work at office
- Our client are a Regional Bank who are looking for 2 Portfolio Manager's during a period of growth. Summary/Objectives The Commercial Portfolio Manager III supports... ...the Credit Approval Process ensuring structure meets client and operational objectives Ensures large commercial...
$89.62k - $134.43k
...for providing direction to team members by monitoring the Citi portfolio and identify credit migration in coordination with the Risk Management... ...you will coordinate management of Citi's portfolio exposure to client and counterparties globally.Responsibilities:Contribute to the...Full time- ## Commercial Senior Portfolio ManagerApplylocations: Atlanta, GAtime type: Full timeposted... ..., forming the "coverage team" to: Meet with clients and Participate in business... ...Third will not be responsible for any associated fee.Fifth Third Bank, National Association...Work at office
- .../ 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
- ...identify top talent for a confidential Portfolio Manager Team Lead, Middle Market C&I opportunity... ...sound lending solutions and exceptional client service. Why this opportunity Culture :... ...transactions Participate in customer meetings involving larger or more complex...
- McKinsey & Company, Inc. seeks a Senior Portfolio Manager to lead client events across North America, ensuring flawless execution and strategic alignment... ...as required. The role demands 6+ years in strategic meeting planning, strong leadership, analytics, project...
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