Portfolio Manager Associate: Client Strategy & Trading
CFA Institute
CFA Institute is seeking a Portfolio Manager Associate to implement proprietary strategies and assist in developing investment plans. This role involves partnering directly with senior managers to achieve client goals, manage client portfolios, and execute trades. Ideal candidates possess a Bachelor's degree and a minimum of 4 years' experience in investment management. A strong understanding of macroeconomics and analytical skills are essential. Benefits include comprehensive healthcare, 401(k) matching, and support for personal development. #J-18808-Ljbffr CFA Institute
$92.11k - $156.88k
...investment research, portfolio management, macroeconomic outlook... ...allocation to help clients meet their long-term... ...PORTFOLIO MANAGER ASSOCIATE WHAT IS THE OPPORTUNITY... ...Implement proprietary strategies and asset allocation... ...recommendations for trades and allocation changes...SuggestedTemporary workRemote workShift work$90k - $105k
Clocktower Group in Santa Monica is seeking an Associate for its Global Macro Strategy team. This client-facing role requires strong business development skills and a genuine interest in financial markets. Responsibilities include sourcing prospects, packaging research,...Suggested- Sole Consulting is seeking a Senior Associate in Los Angeles to lead client engagements and manage project workstreams. The role requires analytical problem-solving and stakeholder engagement skills. The ideal candidate has a Bachelor’s degree and 3-5 years of relevant...Suggested
$68k - $170k
...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... ...team. This role is located in Los Angeles, LA. Manage a small team of Accountants responsible for conducting accounting...SuggestedTemporary workWork experience placementWorldwideFlexible hours$68k - $170k
...cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... .... This role is located in Los Angeles, LA. Responsibilities Manage a small team of Accountants responsible for conducting accounting...SuggestedTemporary workWork experience placementWorldwideFlexible hours$68k - $170k
...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... ...Accounting team. This role is located in Los Angeles, LA Manage a small team of Accountants responsible for conducting accounting...Temporary workWork experience placementWorldwideFlexible hours$88.8k - $165.6k
...solutions in an assigned portfolio. Make credit decisions... ...exceptional client service. Negotiate loan... ...recommend capital allocation strategies that optimize returns... ...with the Relationship Manager and business partners.... ...Credit qualifications and associated credit knowledge and...Work experience placementWork at office- BNY Mellon is looking for a Vice President, Fund/Client Accounting Manager in Los Angeles, CA. This role entails leading a team delivering high-quality accounting services, overseeing financial statement preparation, and resolving accounting issues to align with strategic...
- ...credit solutions in an assigned portfolio of clients in the technology industry.... ...capital allocation strategies that optimize returns with... ...collaboration with Relationship Manager and business partners.... ...Credit Qualifications and associated credit knowledge and skills...Work experience placementLocal area
$70k - $85k
...are seeking a Senior Associate to join our Analytics... ...accuracy of Vayner’s client offerings, an essential... ...Productions, Tingley Lane Trading, and VaynerSpeakers.... ...data to our clients. Manage a project from beginning... ...for clients’ media strategies. You thrive in a dynamic...Worldwide$120k - $160k
...Avenue, 28th Floor Business - Global Client Group Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage... ...diverse businesses. Job Description As an Associate in the Product Strategy & Development Team for Brookfield...Temporary workLocal area$150k - $170k
...seeking a high‑performing Senior Associate who supports the Executive... ...transformation agenda by managing the details of complex... ...model change. The Operational Strategy Group serves as the... ...exposure to fund, investor/client, deal, portfolio, or investment lifecycles preferred...Work at officeFlexible hours$87k - $128k
...advertisers. About The Role Manage and execute on campaign and business... ...develop recommendations to clients & their business Partner with... ...in analytics, consulting, strategy & operations, planning, or... ...Located in NYC or Remote Jobs Associated With Office in NYC Only We use...Hourly payWork at officeLocal areaRemote workFlexible hours- Mariner Wealth Advisors is looking for an Associate Wealth Advisor in Los Angeles, California. You will collaborate with the wealth management team to develop tailored financial strategies for high net worth clients, focusing on their goals and values. The ideal candidate...
$120k - $130k
...and detail-oriented Senior Associate, Client Advisor to join our growing... ...with a team of senior wealth management professionals in delivering... ...and estate planning strategies. The ideal candidate is intellectually... ...reporting within CRM and portfolio systems. Support the...Work at officeLocal area$100k
Commercial Portfolio Manager - Up to $100K - Los Angeles, CA - Job # 1992 Who We Are The Symicor... ...premium results for you. The Position Our client is seeking to fill a Commercial... ...the Bank in various industry-specific trade organizations that promote the Bank’s loan...$100k
Commercial Portfolio Manager - Up to $100K - Los Angeles, CA - Job # 2016 Who We Are The Symicor Group is a boutique talent acquisition firm... ...stands ready to deliver premium results for you. The Position Our client is seeking to fill a Commercial Portfolio Manager role in the...- # Associate, Institutional Client Group (Korean Speaking)Home » Job Openings » Associate... ...alternatives asset manager with 30-years of experience... ...executing the overall sales strategy.* Utilize third-party data... ...Coordinate directly with internal portfolio management, investment,...16 hoursInternshipWork at officeLocal area
$115.52k - $273.6k
About the Team The E-commerce Strategy team for TikTok Shop plays... ...a Strategy & Analytics Associate for US resource management. Responsibilities... ...contact with internal/external clients and/or colleagues; Appropriately... ...including proprietary and trade secret information and...Temporary workLocal area$77k - $202k
PwC is seeking a Senior Associate in Los Angeles to analyze large datasets and develop strategies for clients in the Private Equity sector. This role requires a Bachelor's degree and 3 years of experience, focusing on independent analysis and mentoring. The ideal candidate...- ...Cash Management & Deposit Sales Officer Immediate opening for a cash management & deposit... ...following up on sales leads, expanding existing client relationships, and identifying/... ...officer call programs. Develops business strategy to generate new cash management and deposit...Immediate start
$130k - $185k
...working world. EY-Parthenon – Software Strategy Group – Commercial – Sr. Associate-Consultant EY-Parthenon’s unique... ...deliver strategic advice to our clients to help them make informed... ...Additionally, SSG works with internal Managing Consultants who have been CTOs and...Work experience placementSummer holidayWork at officeFlexible hours3 days per week$112.3k - $168.5k
As a Technology Strategy Senior Associate, you will be part of Grant Thornton’s AI, Data and Technology... ...business challenges throughout client technology organizations. From day one... ...strategy service offerings such application portfolio strategy, enterprise IT strategy,...Work experience placementInternshipSeasonal workWork at officeLocal area3 days per week- A leading firm is seeking a Commercial Portfolio Manager in Los Angeles to oversee a portfolio of commercial clients. This position demands strong loan management and relationship-building skills, ensuring compliance with banking regulations while driving new business opportunities...
- ...Consulting is built on long-term client relationships and close... ...and responsibilities As an Associate Partner specializing in Supply... ...or developing business strategies in targeted areas or across... ...is to be determined by your management team. Any changes to this work...Work at officeWork from homeWorldwide
$88.8k - $165.6k
...group, collaborating with Relationship Managers to deliver well-structured loan solutions... ...real estate customers across the U.S. The Portfolio Manager is responsible for preparing... ...Credit Assessment & Risk Management (40%)Client Performance / Portfolio Management (35%)...Contract workPart timeLocal area$130k - $185k
...combination of transformative strategy, transactions and corporate... ...efficiency for private equity portfolio companies. The team works primarily... .... Our team partners with management teams to identify critical... ...delivering results and shaping client outcomes. Your key...Work experience placementSummer holidayWork at officeFlexible hoursShift work$31.39 - $50.14 per hour
...Commercial Banking Products (CBP) Strategy & Enablement team at City... ...of the CBP organization. The Associate Analyst supports the broader... ...dashboards and reporting to senior management on key initiatives Support... ...the competition to help our clients, colleagues and communities...Hourly payWork at officeRemote work- ...in Los Angeles seeks a highly motivated Senior Associate, Client Advisor to support a team of wealth management professionals. This role directly involves client... ...servicing, financial analysis, and complex investment strategies aimed at ultra-high-net-worth clients. The ideal...
$45k - $55k
...and strategic consulting. Overview The Associate Strategist willassistand provide support for our Client Solutions team, which oversees accounts and strategy for clients utilizing two or more service lines. The role entails managing a wide range of marketing processes...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week
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