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Manager, Portfolio Planning
4 weeks ago
Disney Experiences Boston, United StatesWe Power the Magic" That's our motto at Disney Experiences Technology & Digital. Our team builds world-class immersive digital experiences for the Company's premier vacation brands including Disney's Parks & Resorts worldwide, Disney Cruise Line, Aulani, A Disney Resort & Spa, an ...
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Associate Derivative Portfolio Manager
11 hours ago
MassMutual Boston, United States Full timeThe Opportunity · : The Associate Derivative Portfolio Manager will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment accounts. This includes performing daily portfolio management activities, such as rebalancing ...
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Portfolio Property Manager
3 weeks ago
SBC2 Properties Boston, United StatesJob Description · Job DescriptionWe are looking for a full-time Portfolio Property Manager for a growing property management company in Boston. · The property manager position will be to help streamline and process day-to-day business operations, which is fast paced and growing. ...
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Portfolio Manager
1 week ago
Natixis Investment Managers Boston, United States**Overview**: · The portfolio manager will work with other members of the portfolio management team to refine and develop the portfolio management process for the direct indexing strategies offered by Natixis Investment Managers Solutions. The portfolio manager will assist in the ...
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Portfolio Manager
1 week ago
TIAA Boston, United States Paid WorkPortfolio Manager · The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job utilizes investment and analytical expertise to build investment portfolios, manage cl ...
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Company 19 - John Hancock Life Insurance Company (U.S.A.) Boston, United States Full timeDescription · DEPARTMENT OVERVIEW · The North American Real Estate Finance Group (NAREFG) is responsible for identifying, underwriting, procuring, and managing high quality commercial real estate loans on behalf of the company's operations and private markets in both the United ...
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Junior Leveraged Loan Portfolio Manager, AVP
2 weeks ago
State Street Boston, United States Full timeWe are looking for a new team member to join the Fixed Income Beta Solutions Investment Team within State Street Global Advisors (SSGA) in Boston. You will join a dynamic, successful, collaborative team of investment professionals, managing SSGA's index fixed income portfolios, b ...
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Associate Portfolio Manager
3 weeks ago
Morgan Stanley Boston, United StatesAssociate Portfolio Manager - Parametric · Job Number: · 3251771 · POSTING DATE: May 1, 2024 · PRIMARY LOCATION: Americas-United States of America-Minnesota-Minneapolis · OTHER LOCATIONS: Americas-United States of America-Georgia-Alpharetta, Americas-United States of America-Mass ...
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Cre Portfolio Manager
3 weeks ago
Rockland Trust Boston, United StatesRockland Trust is currently seeking a Commercial Portfolio Manager for our Boston location. This is an exciting opportunity to work in a highly successful lending center focused on Commercial Real Estate lending. · The Portfolio Manager (PM) role is a "credit oriented" role respo ...
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Portfolio Management Coordinator
2 weeks ago
Trinity Management LLC Boston, United StatesAt Trinity Management, LLC, we pride ourselves in providing exceptional, customer-focused property-management services. Our goal is to aid in the revitalization of communities, enhancing the lives of our residents and neighbors, strengthening local commerce, and fostering opportu ...
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Citizens Bank Boston, United StatesPrivate Bank Business Banking Underwriter Portfolio Manager III · Corporate and Administrative · Boston, Massachusetts; Johnston, Rhode Island · ...
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Senior Manager, Portfolio Management
1 week ago
Dragonfly Therapeutics, Inc. Watertown, United StatesSenior Manager, Portfolio Management · Dragonfly is seeking an experienced and highly motivated Senior Manager of Portfolio Management to join our team. The successful candidate will have a strong scientific background, preferably in the field of therapeutic antibodies or multis ...
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Equity Derivative Portfolio Manager
1 week ago
MASSMUTUAL Boston, United States**Role**:Equity Derivative Portfolio Manager · **Team**:Quantitative Portfolio Management · **Department**:Investment Management · **Employment Type**: Full-Time · **Location**:Boston, MA - Hybrid (3+ days in office per week) · **The Opportunity** · The Equity Derivative Portfoli ...
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Associate Derivative Portfolio Manager
5 days ago
MASSMUTUAL Boston, United States**Role**: Associate Derivative Portfolio Manager · **Department**:Investment Management · **Team**:Quantitative Portfolio Management · **Location**:Boston - Hybrid · **Position**:Full-Time (3+ days in office per week) · **The Opportunity**: · The Associate Derivative Portfolio Ma ...
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GM, Portfolio Product Manager
3 weeks ago
Appex Boston, United States Full timeAbout Appex · At Appex, we turn world-class apps into world-class businesses. We're a fast growing mobile app investing, operating, and innovation platform. We partner with the best app entrepreneurs and take their products to the next level. We love to build and are continually ...
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Operations Transformation Portfolio Manager
1 week ago
MassMutual Boston, United States Full timeThe Opportunity · As the Operations Transformation Portfolio Manager, you'll oversee the Portfolio of Transformation Programs that will encompass leading, managing, and executing complex business transformation initiatives that align with the Operations Roadmap. In partnership wi ...
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Equity Derivative Portfolio Manager
1 day ago
Massachusetts Mutual Life Insurance Company (MassMutual) Boston, United States Full timeRole: Equity Derivative Portfolio Manager · Team: Quantitative Portfolio Management · Department: Investment Management · Employment Type: Full-Time · Location: Boston, MA - Hybrid (3+ days in office per week) · The Opportunity · The Equity Derivative Portfolio Manager will ...
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Portfolio Manager
1 week ago
Horizon Beverage Group Norton, United StatesPortfolio Manager / Constellation Brands · Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect. · Norton, MA · Company Overview: · As one of the New England's leading spirits, wine, beer, and non-alcoholic beverag ...
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Director, IT Portfolio Management
2 days ago
Bright Horizons Newton, United StatesThis role will support the implementation and success of Bright Horizons' technology strategy by ensuring we are making strategic investments in the right areas. Leveraging business acumen, a deep understanding of Bright Horizons' business, and effectively partnering across diffe ...
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Portfolio Manager
5 days ago
Horizon Beverage Group Norton, MA, United StatesPortfolio Manager / Constellation Brands · As one of the New England's leading spirits, wine, beer, and non-alcoholic beverage distributors, Horizon Beverage Group connects a network of makers, retailers and consumers throughout Massachusetts and Rhode Island. Since 1933 we've fo ...
Client Portfolio Manager - Boston, United States - Fanning Personnel
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Primary relationship resource for a subset of our largest and most important existing Solutions relationships.Partner with sales to support the sales process and ongoing relationship management.
This partnership will include support with the initial sales conversations (typically education), help with onboarding new relationships and then ongoing support once the client has invested with firmAssist advisor teams with more complicated transition situations (typically tax related).
This work could include both the upfront analysis but then also the actual implementation where the individual would work with client service, operations, and trading to ultimately get the one or more accounts invested properly.
Handling incoming calls and emails from advisors and the firm sales force related to separate account strategies and our process and implementation.
Assist the portfolio management team with the onboarding of new managers who are providing model portfolios for implementation by firmCollaborate with portfolio management colleagues on product development projectsHelping with ad hoc reportingQualifications :5+ years' experience supporting investment management strategiesUndergraduate degree. Progress towards CFA designation or desire to pursue strongly preferredEloquent and persuasive communicator (verbal and written)Strong technology skills. Prior experience with financial technologies (FactSet, Bloomberg, Morningstar, etc.)
, coding and advanced Excel skills, viewed favorablyAbility to think critically and research and analyze dataOutstanding client service/interpersonal skillsDemonstrated organizational skills and attention to detailAbility to work on multiple issues/projects simultaneouslyRequired Years of Experience :
5Additional Info :For more information, contact -
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