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Residential Portfolio Manager
1 week ago
I & MJ Gross Company Inc Mooresville, United StatesGross Residential is searching for a Division Manager to direct the operations of five apartment communities in our Charlotte market. This position involves managing a Regional Manager and on-site visits to your assigned properties. · Our Division Managers hold responsibility fo ...
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Assistant Portfolio Manager
4 days ago
Old North State Trust Mooresville, United StatesJob Description · Job DescriptionSalary: · If you would like to work for a growing company that has an affirming culture supported by its published core values, invests liberally in employee learning and development, has fun employee meetings, outings and employee recognition pr ...
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Residential Portfolio Manager
4 days ago
I & MJ Gross Company Inc Mooresville, United StatesJob Description · Job DescriptionGross Residential is searching for a Division Manager to direct the operations of five apartment communities in our Charlotte market. This position involves managing a Regional Manager and on-site visits to your assigned properties. · Our Divisio ...
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IT Portfolio Manager
1 week ago
Global Channel Management Charlotte, United StatesJob Description: · IT Portfolio Manager needs 10+ years of IT experience with a minimum of five years in a Portfolio/Program management position. · IT Portfolio Manager requires: · Location Charlotte, NC, Iselin, NJ and Dallas, TX · Bachelor's degree in Management Information Sy ...
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Portfolio Manager
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Citizens Financial Group, Inc. Charlotte, United StatesCredit risk evaluation of Corporate Credit Securitization Loan (CCSL) facilities, post close, including:Monitoring, measuring and reporting on the performance of each CCSL facility assigned to the role through the production of Annual Reviews, bi-ann Portfolio Manager, Corporate, ...
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Portfolio Manager
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Citizens Charlotte, United StatesResponsibilities: · + Credit risk evaluation of Corporate Credit Securitization Loan ( CCSL) facilities, post close, including: · + Monitoring, measuring and reporting on the performance of each CCSL facility assigned to the role through the production of Annual Reviews, bi-ann ...
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Portfolio Manager
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Analyst, Portfolio Management
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Client Portfolio Manager
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Barings Charlotte, United States Full timeAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collabora ...
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Subscription Finance Portfolio Manager
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Portfolio Management Officer III
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Portfolio Management Senior Associate
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Community Association Manager- Portfolio
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CAMS Charlotte, United StatesJob Description · Job DescriptionDescription:Are you looking to join a company that values a supportive culture, inclusion, growth, and the ability to work in and out of the office on a flexible basis? CAMS (Community Association Management Services), one of the fastest-growing H ...
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Portfolio Management Officer III
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Bank of America Charlotte, United States OTHERJob Description: · At 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. ...
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Morgan Stanley Charlotte, NC, United States Full timePOSITION SUMMARY · The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors with developing financial plans and investment strategies based on client goals · The Portfolio Management Associ ...
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Senior Equity Analyst/Portfolio Manager
2 days ago
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Credit Products Commercial Portfolio Manager
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Regions Bank Charlotte, United StatesThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
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Fixed Income Portfolio Accounting Manager
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U.S. Bank Charlotte, United StatesAt U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each p ...
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Senior Technical Portfolio Manager-2
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U.S. Bank Charlotte, United States Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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Black Star Fund LLLP Charlotte, United StatesContract · Company Description · Black Star Fund LLLP is an emerging business solutions provider with inside advantages within the business consulting and media technology industries. Currently, we're on the move and expanding we're looking for a digital asset media specialist t ...
Assistant Portfolio Manager - Mooresville, United States - Old North State Trust
1 week ago
Description
Job DescriptionJob Description Salary:
If you would like to work for a growing company that has an affirming culture supported by its published core values, invests liberally in employee learning and development, has fun employee meetings, outings and employee recognition programs, supports local non-profits and community service activities, is a great group of people to interact with every day, and has competitive pay and outstanding benefits...
may be the right place for you.
Old North State Trust is a Greensboro, NC based financial services firm specializing in investment, trust and estate services and we are seeking candidates for the position of
Assistant Portfolio Manager.
The Associate Portfolio Manager plays a crucial role in supporting the activities of a portfolio management team within an investment firm or financial institution.
This person works with portfolio manager(s) and operations staff to perform a variety of duties to support the investment team.
They serve as a portfolio manager's primary point of contact with investment operations, trust officers, compliance, and relationship managers; they develop & lead practice management routines to promote efficient and effective practices and support the teams in overall asset management strategy.
As an Assistant Portfolio Manager, you will:Account Maintenance and Administrative Support:
Assist in the onboarding of new clients/assets to ensure a smooth transition and understanding of their financial objectives.
Update
policies/procedures
used as a guideline for performing monthly tasks
Review and code incoming and existing asset holdings to ensure compliance with regulatory reporting.
Update monthly Trust Investment Committee (TIC) databases using
Bloomberg/Morningstar
queries.
Maintain and update, as necessary, Investment Policy Statement (IPS) database.
Create and update monthly extract used for new asset setup classifications and industry/sector performance tracking.
Assist with operational trade date/settlement date file imports, dividend posting, review custody bridge
Monitor assets for voluntary and mandatory corporate actions and adjustment of positions across portfolios (i.e., Stock splits, tender offers, name/cusip changes, mergers & acquisitions, spin-offs etc...)
Compliance and Regulation:
Assist and provide solutions for compliance of periodic investment account regulatory reviews
Stay informed of relevant financial regulations and ensure portfolio management activities comply with legal and regulatory requirements for periodic account reviews.
Update and submit quarterly Securities and Exchange Commission (SEC) 13F reporting requirements for institutional investment managersContribute to the development and implementation of compliance policies and procedures by providing necessary data/ad hoc reporting during audit periods.
Investment Strategy & Support:
Assist in the construction and maintenance of investment portfolios based on client objectives, risk tolerance, and market conditions.
Maintain and update model investment portfolios used for
trading/rebalancing
Collaborate with senior investment personnel/Trust Officers to develop and implement investment strategies.
Create hypothetical investment proposals used for investing or raising cash.
Update portfolio management software used to analyze performance monitoring and rebalancing decisions.
Provide input on asset allocation decisions.
Portfolio Management Research & Analysis:
Assist in the day-to-day monitoring of investment portfolios, including asset allocation, out of balance accounts, trade execution, and rebalancing.
Assist in conducting financial market research and analysis to identify investment opportunities.
Monitor market trends, economic indicators, and financial news to make informed investment decisions.
Collaborate with internal/external clients to implement investment strategies based on client goals and risk tolerance.
Implement risk management strategies to safeguard client portfolios against market volatility.
Client & Team Interaction:
Communicate with clients and address client inquiries by providing relevant information.
Assist in preparing client reports and presentations on portfolio change strategies.
Interact with other team members, including portfolio managers, relationship managers, trust officers, trust administrators and senior management team to provide comprehensive client solutions.
Participate and contribute to various internal committee meetings as needed.The ideal candidate will have:
Bachelor's degree in finance, economics, business administration, or related field.
1-2 years of private asset management experience or trust
investments/operations
Excellent financial, mathematical and statistical skills; can work with complex databases and/or quantitative tools.
A demonstrated ability to communicate well, verbally and in writing, with clients, partners and internal stakeholders.
Software experience:
Microsoft Office (Superb Excel skills is a must), Bloomberg, Factset, Black Diamond, Greenhill, Morningstar, FI360, InfoVisa, Ndex, Kwanti
Old North State offers competitive compensation and benefits.
EOE / e-verify
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