Associate Portfolio Manager
Found in: beBee S US - 3 weeks ago
Role:
Harbour Capital Advisors is seeking an Associate Portfolio Manager to be an integral part of our company and investment management team. The Portfolio Manager is responsible for evaluating, designing, and overseeing all aspects of portfolio construction and dynamic, active management of client portfolios. The Portfolio Manager will assist our firm’s other principals in providing investment management, wealth planning, and other family office services to our high-net-worth client base.
About the Firm:
An independent, fee-only advisor and fiduciary, Harbour Capital Advisors was founded in 2011 to serve a select number of families with complex financial needs. We are staffed by a team of seasoned professionals leveraging deep experience in investment and portfolio management across all asset classes, sophisticated wealth and tax planning, and private banking. With $650 million in assets under management, Harbour Capital Advisors focuses on our clients’ entire wealth picture, executing customized investment and planning ideas nimbly, and with efficiency. We harness the research, investment solutions and trading platforms of many of the world’s largest investment firms while maintaining independence through active and direct portfolio construction and management. Our investment execution includes equities, fixed income, and alternative investments. Harbour Capital Advisors is headquartered in Tysons Corner, Virginia, with a second office in Naples, Florida.
Specific Responsibilities:
- Manage investment portfolios designed to achieve clients’ financial goals
- Prepare and present client reports and presentations, as needed
- Deliver clear presentations on the capital markets and their outlooks, the firm’s investment process and strategy, and the performance of client portfolios
- Adhere to all required compliance and regulatory requirements, as well as protect the assets and reputation of the firm
- Build and maintain strong and positive working relationships with other associates; third-party managers, advisors, consultants, and service providers; and parties that serve as “centers of influence” within target client communities
- Maintain a current awareness of new investment strategies and instruments through regular contact with investment research industry professionals and personal research
- Participate in Investment Committee and internal meetings by sharing ideas, vetting opportunities and collaborating with colleagues
- Keep abreast of current trends and best practices in the investment management industry, as well as developments in the economy and security markets
- Utilize knowledge, along with fundamental and/or technical analysis, to arrive at sound and timely investment decisions
- Proactively participate in efforts to strengthen existing relationships and to identify and close new business opportunities
- Participate in initiatives and campaigns to better inform and service target clients with respect to family office services and/or private wealth management and advisory services
- Respond promptly to new business referrals, investment-related inquiries, clients, prospective clients, salespeople, and marketers
- Ensure the completion of processing and operational needs relative to the administration of assigned accounts
- Maintain in-depth daily knowledge of the securities markets and individual securities, as well as portfolio management products, including the rationale for underlying holdings, sector, and asset allocation decisions
- Ensure that professional designations and affiliations are maintained and current by fulfilling necessary continuing education and other requirements
Skills, Requirements, and Preferences:
- Minimum of three years’ experience in investment analysis or management with preference for direct stock and individual bond portfolio management, including investment research analysis and/or portfolio management experience in the high-net-worth arena, with client development, retention, and expansion responsibilities
- Bachelor's Degree (B.A. or B.S.) in related field from a four-year college or university required MBA, CPA, and/or CFA/CIMA designation preferred
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) and Bloomberg
- Advanced understanding of investment management concepts and terminology
- Advanced ability to present complex data and information to clients
- Strong detail orientation and organizational skills
- Excellent communication skills, both written and oral
- Ability to work and lead in a team environment
-
Associate Portfolio Manager
Found in: beBee jobs US - 2 weeks ago
Washington, Washington, D.C., United States Harbour Capital Advisors Full timeRole:Harbour Capital Advisors is seeking an Associate Portfolio Manager to be an integral part of our company and investment management team. The Portfolio Manager is responsible for evaluating, designing, and overseeing all aspects of portfolio construction and dynamic, active management of client portfolios. The Portfolio Manager will assist our firm's...
-
Associate Director, IT Portfolio
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
Washington, United States The Phoenix Group Full time2 days per week onsite in NYC, SF, Palo Alto, LA, San Diego, Boston, DC, Denver, OR, Austin Are you a seasoned leader with a knack for orchestrating IT projects? Our law firm client is seeking an Associate Director to spearhead their diverse portfolio initiatives. This role demands someone who can blend project management finesse with technical expertise to...
-
Director, Portfolio Management
4 days ago
Washington, United States Council for Affordable Quality Healthcare Full time**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 successful planning, execution, and delivery of projects, and portfolio management of...
-
Portfolio Manager
2 weeks ago
Washington, United States ECS Federal Full timeECS is seeking a highly skilled and experienced Portfolio Manager to join our organization. We offer the chance to support the worlds finest law enforcement organization and help the people that keep us safe. In this job you will support agents, ana Portfolio Manager, Manager, Project Management, Portfolio, Team Lead, Support, Technology, Business Services
-
Associate Director, IT Portfolio
Found in: Jooble US O C2 - 3 weeks ago
Washington DC, United States The Phoenix Group Full time2 days per week onsite in NYC, SF, Palo Alto, LA, San Diego, Boston, DC, Denver, OR, Austin Are you a seasoned leader with a knack for orchestrating IT projects? Our law firm client is seeking an Associate Director to spearhead their diverse portfolio initiatives. This role demands someone who can blend project management finesse with technical expertise to...
-
IT Portfolio Manager
Found in: Resume Library US A2 - 3 days ago
Liberty Lake, Washington, United States STCU Full timeJob Description The IT Portfolio Manager is a critical role within STCU, requiring teamwork across IT leadership to ensure adherence to governance standards and successful portfolio delivery. Responsibilities include budget and operational planning, both at the project and portfolio levels, and reporting on the state and performance of initiatives within...
-
Private Equity Associate
1 week ago
Washington D.C., United States Selby Jennings Full timeAn established Private Equity firm is seeking a Private Equity Associate to join their team. This firm has a unique strategy and allows the opportunity to learn across various sectors. Joining a lean team, you'll have the chance to gain exceptional mentorship. This is a great growth opportunity for one who is looking to make the transition to the buyside....
-
Private Equity Associate
2 weeks ago
Washington D.C., United States Selby Jennings Full timeAn established Private Equity firm is seeking a Private Equity Associate to join their team. This firm has a unique strategy and allows the opportunity to learn across various sectors. Joining a lean team, you'll have the chance to gain exceptional mentorship. This is a great growth opportunity for one who is looking to make the transition to the buyside....
-
Portfolio Manager II
Found in: beBee jobs US - 4 days ago
Washington, Washington, D.C., United States Bank of America Full timeJob 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.One of the keys to driving Responsible Growth is being a great place to work for our...
-
IT Portfolio Management Analyst with Security Clearance
Found in: Dice One Red US C2 - 2 weeks ago
Washington, United States Falconwood Inc. Full timeFalconwood is a small woman-owned company providing consultation and programmatic support to Department of Defense Information Technology (IT) initiatives and programs. We provide expert advice and consultation on a diverse range of IT subjects, focusing on acquisition, policy, cybersecurity, engineering, and process development. We currently have an opening...
-
IT Portfolio Management Analyst with Security Clearance
Found in: Dice One Red US C2 - 2 weeks ago
Washington, United States Falconwood Full timeOverview Falconwood is a small woman-owned company providing consultation and programmatic support to Department of Defense Information Technology (IT) initiatives and programs. We provide expert advice and consultation on a diverse range of IT subjects, focusing on acquisition, policy, cybersecurity, engineering, and process development. We currently have...
-
Washington, United States American Society of Hematology Full timeJob Description Job Description POSITION SUMMARY The Senior Manager, Blood Portfolio Marketing leads promotional initiatives and strategic campaigns focused on author and reviewer engagement, awareness, and readership growth for the Blood Journals and develops the strategic vision for the Blood Podcast program, as well as the Blood Journals social media...
-
Senior Manager, Blood Portfolio Marketing
2 weeks ago
Washington, United States American Society Of Hematology Full timeJob DescriptionJob DescriptionPOSITION SUMMARYThe Senior Manager, Blood Portfolio Marketing leads promotional initiatives and strategic campaigns focused on author and reviewer engagement, awareness, and readership growth for the Blood Journals and develops the strategic vision for the Blood Podcast program, as well as the Blood Journals social media program...
-
Senior Manager, Blood Portfolio Marketing
3 days ago
Washington, United States American Society Of Hematology Full timeJob DescriptionJob DescriptionPOSITION SUMMARYThe Senior Manager, Blood Portfolio Marketing leads promotional initiatives and strategic campaigns focused on author and reviewer engagement, awareness, and readership growth for the Blood Journals and develops the strategic vision for the Blood Podcast program, as well as the Blood Journals social media program...
-
Director, Portfolio Management
Found in: Jooble US O C2 - 3 weeks ago
Washington DC, United States Jamestown Management Corporation Full timeJob Description Job Description JOB SUMMARY AND DISTINGUISHING FEATURES OF THE WORK : QUALIFICATIONS : You have a proven track record in structured finance, securitization, and modeling within real estate investment banking or similar experience (10+ years)3-5 years of experience specifically modeling commercial mortgages 8-10 years of experience...
-
Senior Investment/Portfolio Analyst
1 hour ago
Washington, United States Raymond James Full timeUnder limited supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolios, asset allocations and other investment holdings with client portfolios and make appropriate recommendations Investment, Portfolio, Analyst, Financial Advisor, Financial Planning, Relationship Manager, Banking
-
Book Portfolio Credit Risk Analyst
Found in: Talent US C2 - 2 weeks ago
Washington, United States Fannie Mae Full timeCompany Description At Fannie Mae, futures are made. The inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will grow your...
-
Senior Financial Analyst
2 weeks ago
Washington, United States JLL Full timeSenior Financial Analyst - Portfolio Reporting Seeking a Financial Analyst – Portfolio Reporting to work within the Portfolio Management Division of a large-scale energy and sustainability loan program of a federal client. Role provides industry level analysis of assets and portfolios that may impact individual portfolio loans outstanding and to ensure...
-
Book Portfolio Credit Risk Analyst
2 weeks ago
Washington, United States CareerBuilder Full timeBook Portfolio Credit Risk Analyst - Associate (Open to Remote) Full-time Target Hiring Range (1): 75000 Target Hiring Range (2): 93000 Worker Classification: Open to Remote At Fannie Mae, futures are made. The inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the...
-
Book Portfolio Credit Risk Analyst
2 weeks ago
Washington, United States Fannie Mae Full timeJob DescriptionJob DescriptionCompany DescriptionAt Fannie Mae, futures are made. The inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here,...