Top 41018 Client Portfolio Manager Jobs

Investment Portfolio Associate (Maite, Guam)
Raymond James Financial, Inc. —Maite, GU
- Full-time
- Writing skills
- No experience needed
- Mid-level
- Paid holidays
- Health insurance
Senior Rhino / Grasshopper Designer
Maxxit Group —New York, NY
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- Full-time
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Client Account Manager
High Performance Computer Services —Ashland, KY
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Orchard Medical Management —Manchester, NH
- Full-time
- CPR Certification
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Construction Project Manager
Atigun Group, Inc. —Edison, NJ
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12d
Associate Architect / Architect III - Project Architect - Onsite in Madison, WI
Knothe & Bruce Architects, LLC —Middleton, WI
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- Full-time
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- Computer literacy
- Writing skills
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Senior Rhino / Grasshopper Designer
Maxxit Group —Schaumburg, IL
- $90,000 - $115,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Master's degree
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Program Manager, In-Line Amplification (ILA) Construction
Elite ICT, LLC. —Champaign, IL
- $115,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
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- Health savings account
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Construction Draw Specialist/Asset Manager
Chicago Community Loan Fund —Chicago, IL
- $62,520 - $78,150 a year
- Full-time
- Hybrid work
- Background check
- Construction site
- Mid-level
- Health savings account
- Health insurance
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Associate Architect / Architect IV - Project Architect - Onsite in Madison, WI
Knothe & Bruce Architects, LLC —Middleton, WI
- $89,940 - $120,630 a year
- Full-time
- Background check
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Amazon Account Manager
TargetPath, LLC —Wilsonville, OR
- Full-time
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Financial Advisor - Melbourne, FL
Florida Financial Advisors —Palm Bay, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
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Service Plumbing Project Manager
SILICON VALLEY MECHANICAL —San Jose, CA
- $100,000 - $140,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Schematics
- Health savings account
- Paid holidays
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Kitchen & Bath Designer / Sales
Cincinnati Kitchens —Maineville, OH
- Full-time
- Customer service
- 5 years
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Director of Accounts - Digital/Agency Services
Tectonic LLC —Louisville, KY
- $100,000 a year
- Full-time
- Hybrid work
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10d
Branch Manager
First National Bank of Michigan —Holland, MI
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- Full-time
- Ability to walk for extended periods
- English
- Residential
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Channel Development & Business Growth Manager Digital Packaging, Label & Finishing Solutions – North
Plockmatic Group —Lutz, FL
- $60,000.00 - $74,797.66 a year
- Full-time
- Continuous improvement
- In-person
- Senior level
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Financial Advisor - Pittsburgh, PA
Florida Financial Advisors —Pittsburgh, PA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
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Technical Program Manager
Denken Solutions, Inc. —Foster City, MI
- $80 an hour
- Hybrid work
- 7 years
- Azure
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Estimating Manager
Cumming Group —Los Angeles, CA
- $132,800.00 - $185,933.36 a year
- Full-time
- 5 years
- Bachelor of Science
- Business development experience
- Paid holidays
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Investment Portfolio Associate (Maite, Guam)

Raymond James Financial, Inc. -
Maite, GU

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Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Financial market research
Series 7
Securities Industry Essentials
Market analysis reporting
Experience practicing in the securities industry

Full Job Description

Job Description Summary

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

Job Description

Responsibilities

Collects fundamental research on related companies as requested by Financial Advisors.
Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
Assists in preparation of written industry and company specific reports
Assists in development of financial models for revenue and income forecasts.
Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
May participate in client meetings to identify client goals and tolerances.
Assists with developing individualized client investment strategy for Financial Advisor.
Responds to inquiries from Financial Advisors to research and resolve issues.
Prepares customized written industry and company specific reports upon request to Financial Advisor.
Assists in development of financial models to forecast team revenue and income.
Assists with preparation of scheduled and ad hoc performance reports.
Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches.
Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
Interfaces effectively with all levels of staff in managing portfolios.
Completes ad hoc projects and reports as assigned.
Performs other duties and responsibilities as assigned.

Education/Experience Requirements

Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on conducting market research and analysis

~or~

An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

SIE required provided that an exemption or grandfathering cannot be applied
Series 7
Series 63, 65 and/or 66 as required by state
Additional licenses or designations may be required as needed.

Education

High School (HS)

Work Experience

General Experience - 0 to 3 months, Manager Experience - None

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-DW

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Client Portfolio Manager jobs

Investment Portfolio Associate (Maite, Guam)

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