Portfolio Manager

Job Description Nationally recognized Registered Investment Advisory seeking Portfolio Manager to establish office in Atlanta.  $50B AUM, focused exclusively on UHNW/HNW clientele. The PM and the Managing Director will work as a team supporting each other in the initial focus of Business Development though, the PM's primary goal is focused heavily on...

Company Description Lead Angel Fund is a Category 1 SEBI regitered Angel Fund with a growing portfolio of over 80+ companies across different stages of growth. Role Description This is a full-time on-site role located in Worli for a Portfolio & IB (Investment Banking) Manager at Lead Angels. The Portfolio & IB Manager will be involved in managing the...

Role/Job Title:  Portfolio Manager-Kisan Credit Card Function/Department: Rural Banking Job Purpose: Portfolio Hygiene parameters to ensure no overdue or breach of key portfolio matrices. Portfolio retention and enhancement of exiting limits of customers. Interest servicing and regular renewal and review of limits of customers. Cross-sell of...

Type de Poste Management Marriott International souscrit au principe de l’égalité d’accès à l’emploi. Nous sommes attachés à recruter un effectif diversifié et à soutenir une culture inclusive qui donne la priorité aux individus. Nous nous engageons à respecter des principes de non-discrimination envers tous les individus...

Join our fast-growing real estate private equity firm, led by former tech entrepreneurs and top-tier consulting professionals. Specializing in residential properties nationwide, we prioritize exceptional living experiences for residents and superior value for investors. We're seeking a dynamic Portfolio Manager to lead our innovative, tech-driven team and...

Job description: - Responsible for managing client’s portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. - Communicating trading on calls and investing ideas to customers. - To trade on behalf of clients. - Responsible for brokerage generation. - Cross selling...

Type de Poste Non-Management Créer et tenir à jour des systèmes de classement. Créer et saisir de la correspondance de bureau à l'aide d'un ordinateur. Distribuer et acheminer le courrier. Commander et assurer le suivi des fournitures et formulaires nécessaires pour le service des ressources humaines. Répondre aux appels téléphoniques et...

Job Description Role: Portfolio Migration Analyst (Asset Management) - Contract Location: Central London, onsite full time Monday to Friday 12 month contract is likely, inside IR35 through an umbrella company Starting ASAP The Role Institutional Oversight (IO) and MAS Operations (MAS Ops) team sits within Client Operations and has primary responsibility...

  Responsibilities   Responsible for portfolio management & analysis encompassing portfolio actions & policy changes including limit assignments, cross-sell etc. Identify variables & trends which are leading indicators of risk in credit cards portfolio & take proactive measures. Perform analysis like customer retention, portfolio profitability and build...

Job Description (Primary Responsibilities): Responsible for Interest Rate Risk Management, Liquidity Risk Management, Funding & Cash Management, and Investment Operations of the firm’s Mortgage-Backed Securities portfolio and strategy. Collaborate with MBS Portfolio managers in the US to ensure regulatory compliance and appropriateness of risk appetite,...

Role/Job Title : Investment Portfolio Counsellor. Function/ Department : Wealth Management, Retail Liabilities. **Job Purpose**: Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective. **Roles &...

Preparation of Operational management reports and data tapes (an excel file with asset level characteristics and data points) for our Single-Family Residential JV investors on a monthly and quarterly cadence ensuring timeliness and accuracy Maintain an accurate inventory of operational management reports and data tapes and any modifications across all...

Role/Job Title : Investment Portfolio Counsellor. Function/ Department : Wealth Management, Retail Liabilities. Job Purpose: Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective. Roles &...

Job Description This is a remote position. Job Type:    Full-Time    Job Location:    Remote, Potential on-site visits for client meetings as needed.    Job Summary:    The IT Business Analyst will play a pivotal role in supporting the project leadership team for a strategic IT organization transformation project for a...

Key Responsibilities: Conduct market analysis and screen trading activities to identify hedging opportunities and execute trades effectively Utilize advanced data analysis techniques to crunch market data, analyze historical trends, and change pricing in the real time Analyse and enhance systematic flow trading models using programming languages such as...

Job Description We are supporting our client in their search for an Investment/Portfolio Specialist (Financial Services sector). As an expert in the Financial Services sector, the Portfolio Specialist will be responsible for developing and implementing investment strategies, managing the SWF's investment portfolios, and optimizing asset allocation to...

JOB DESCRIPTION Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here. Job Summary The Senior Analyst supports General Manager teams by providing data driven actionable insights that guide portfolio...

Position Title: Portfolio/Asset Classes and Commercial Deal Construct Specialist Location: Bengaluru, Karnataka About the Company: Sustainability Economics is a global organisation targeting the markets of US, Japan, EU, UK, Canada and Singapore. As a pioneer, our focus is on the Lifecycle Management of E2E Net-Zero transitions while leveraging our...

Department- KGC- Job posted on- Feb 02, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Agri-Rural Portfolio Officer (SBU44-4_439_100044) **Office Location**: BILASPUR - CHHATTISGARH, BILASPUR - CHHATTISGARH **Position description**: Support Business team through...

Department- KGC- Job posted on- Feb 02, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Retail Agri-Rural Portfolio Officer (SBU44-4_361_100044) **Office Location**: Chikodi, Chikodi **Position description**: Support Business team through various data analysis,...