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Community Portfolio Manager
3 weeks ago
Capitol Companies Chantilly, United StatesCapitol Property Management is in search of a motivated individual to manage a portfolio of community associations. · Our growing company seeks a Community Portfolio Manager with experience in contract & financial management; working with Board of Directors, homeowners, and vendo ...
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Portfolio tion Manager
1 week ago
Associa Chantilly, United StatesPortfolio Association Manager opportunity in the Northern VA area (Chantilly, Fairfax, Gainesville, Fredericksburg). The Portfolio Association Manager is an on-site position, responsible for providing the overall supervision of assigned community association(s). The Portfolio Ass ...
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Manager - Portfolio Onboarding
3 weeks ago
Maximus Services, LLC Tysons, United States**Description & Requirements** · Maximus is seeking a Project/Program Manager to join our team. This is a remote position and will support all Department of Education projects at the portfolio level. In your Manager role you will take over the onboarding process, resource, and to ...
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Client Portfolio Manager
3 weeks ago
Allied Universal® Chantilly, United StatesClient Portfolio Manager - Salary · **Overview**: · Allied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a te ...
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Portfolio Manager Iii
3 days ago
Bank of America Washington, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
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Director, Portfolio Management
2 days ago
Council for Affordable Quality Healthcare Washington, United States**Position Summary**: · The Director, Portfolio Management within the PMO is responsible for managing strategic project portfolios, leading high visibility, enterprise-wide strategic projects, and teams to deliver on key strategic initiatives. This role involves ensuring the succ ...
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Portfolio/ Acquisition Manager
1 week ago
Axiologic Solutions Washington, United States**Overview**: · Based in Northern, VA, Axiologic Solutions LLC has opportunities for you to become part of our high-quality team that delivers innovative solutions to key federal clients. We are currently seeking a Portfolio / Acquisition Manager to assist DIA's Chief Information ...
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Analyst, Portfolio Management
1 week ago
ProShares Bethesda, United StatesAnalyst, Portfolio Management · at ProShares · Bethesda, MD (Hybrid) · We are unable to sponsor or take over sponsorship visa at this time. · Portfolio Analyst is the first step in the Portfolio Manager (PM) career track at ProShares. The PM career track begins at Analyst, Senior ...
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Condominium Portfolio Manager
4 days ago
Elite Luxury Management Upper Marlboro, United States**Portfolio Property Manager** - American Community Management is seeking an experienced, detail-oriented, organized, energetic, and dedicated Portfolio Manager with CMCA certification to manage a portfolio of high-rise condominiums in the Washington, DC area. Extensive condomini ...
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Principal Portfolio Manager
3 days ago
T-Mobile Herndon, United States**Be unstoppable with us** · T-Mobile is synonymous with innovation-and you could be part of the team that disrupted an entire industry We reinvented customer service, brought real 5G to the nation, and now we're shaping the future of technology in wireless and beyond. Our work i ...
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Manager, Portfolio Optimization and Product
3 weeks ago
Hewlett Packard Spring, United States**Job Summary** · Are you a seasoned leader with a passion for driving transformative change and simplifying business portfolios? Join us at Strategic Alliances as we seek a talented Manager to lead a global team in delivering strategic insights and recommendations on portfolio s ...
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Director of Digital Portfolio Management
2 weeks ago
Hewlett Packard Spring, United States**Position Overview** · As the Director of Digital Portfolio Management, you will be responsible for enhancing and managing a centralized repository of pan-HP Digital Portfolio, including associated programs, projects, spend, tools and resources, aligned with our target-state Ent ...
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Hoa / Condominium Portfolio Manager
2 weeks ago
HOATalent Greenbelt, United StatesEstablished in 1987, MMI stands as a distinguished Property Management firm committed to providing exceptional service to Rental Property Owners and Community Associations. Our experienced Managers hold prestigious designations, including GRI, Certified Manager of Community Assoc ...
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Office of Finance Portfolio Manager
3 days ago
ITA International Washington, United StatesOverview: · With a global presence and a passionate team of over 300 ITAers, we're driven by mission success for our customers, "In The Arena." Our expertise spans Operations, Training, Engineering, Nanotechnology, Statistics, Machine Learning and Software Engineering - enabling ...
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Portfolio Manager
3 weeks ago
City of Alexandria Virginia Alexandria, United StatesThe Portfolio Manager performs responsible work in managing the development of all Facilities Maintenance Project requests for capital improvement work and construction projects, including major modification and construction of City buildings, from C Portfolio Manager, Manager, P ...
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Portfolio Manager
3 weeks ago
City of Alexandria, VA Alexandria, United StatesSalary: $82, $144,975.48 Annually · Location : Alexandria, VA · Job Type: Full-Time · Job Number: · Department: Department of General Services · Division: Facility Maintenance · Opening Date: 03/14/2024 · Portfolio Manager · The City of Alexandria is located in Northern V ...
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Portfolio Manager
3 weeks ago
City of Alexandria Virginia Alexandria, United StatesPortfolio Manager · The City of Alexandria is located in Northern Virginia and is bordered by the District of Columbia (Potomac River), Arlington and Fairfax counties. With a population of approximately 150,000 and a land area of 15.75 square miles, Alexandria is the seventh lar ...
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Vp, Portfolio Manager Iii
2 days ago
Capital Bank, N.A. Rockville, United States**About Us** · Capital Bank N.A. is headquartered in Maryland, serving our communities since 1999. We offer commercial and consumer banking services to clients in the DC metro area, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card divis ...
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Portfolio Manager
1 week ago
City of Alexandria Virginia Alexandria, United StatesPortfolio Manager · The City of Alexandria is located in Northern Virginia and is bordered by the District of Columbia (Potomac River), Arlington and Fairfax counties. With a population of approximately 150,000 and a land area of 15.75 square miles, Alexandria is the seventh lar ...
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Employee in Portfolio Management Office
3 days ago
Matrix Dynamics Martin's Additions, MD, United States FreelanceJob Description for Martin's Additions, MD Reference Number: 20593 · Your Responsibilities · - You continuously develop and improve the process of creating services · - You ensure the quality of the processes · - You organize and conduct agile events · - You develop a blueprint f ...
Senior Portfolio Manager - Fort Washington, United States - Vontobel Holding AG
2 weeks ago
Description
Are you a Senior Portfolio Manager who is looking for a new challenge and would like to add a fresh perspective to our team?In this role you will be responsible for managing multi-asset portfolios for institutional clients.
You will collaborate closely with our sales teams, providing expert advice to our clients and tailoring investment strategies to meet their unique goals.
What would your role be?Actively manage multi-asset class portfolios for institutional clients and own your performance
Conduct thorough market research and analyze financial data
Analyze and evaluate potential risks associated with investment decisions, developing and implementing risk management strategies
Construct and manage investment portfolios, considering the clients' asset allocation, risk tolerance, and investment objectives
Execute trades when appropriate, ensuring timely and efficient portfolio adjustments
Provide regular reports to clients, keeping them informed about decision-making process, portfolio performance and market trends
Collaborate with other investment professionals, including investment strategists, research analysts, traders, and portfolio managers, to ensure optimal portfolio performance
Develop and maintain relationships with clients and sales teams
Adhere to Vontobel's internal guidelines and policies and common rules and regulations
What are we looking for?
Specialized Knowledge:
Strong analytical and research skills
In-depth understanding and experience of portfolio management, portfolio construction, asset allocation and risk management
Extensive knowledge of financial markets and familiarity with financial modeling
Personal integrity and ability to maintain confidentiality of company and client information
Ability to collaborate effectively across departments and with external stakeholders
Excellent verbal and written communication skills
Able to deliver 'client-ready' (accurate, consistent, polished) output that clearly communicates key messages
Job Requirements:
University degree (or equivalent) in Finance, Economics, or related field.
Certification in good standing, such as CFA, CAIA, or CFP considered an asset
Minimum 5 years of discretionary portfolio management experience in a private bank, or asset management company
Proven track records of managing investment portfolios and delivering strong investment results
Well versed in ESG principles and goals based investing
Proficient user of Microsoft Excel, PowerPoint and Bloomberg.
Fluent in English and German and/or French
What do we offer?
Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
Friendly, diverse team in an open-office space.
All the latest technology to help you excel and advance.
Agile environment in how we think, the way we work and our trust for each other.
Lots of special perks, including home office possibility up to 40%.
Flat hierarchy with collaboration at all levels.
Campus feeling and a collaborative spirit.
We are looking for talented people, not just a CV that ticks all the boxes.
Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich.We are both majority family-owned and publicly listed.
Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family's 100-year commitment.
Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities.We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.
Do you want to be Vontobel?#J-18808-Ljbffr
Senior Portfolio Manager professionals in Fort Washington
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Elizabeth King
Entry level associate/cashier