Current jobs related to Portfolio Manager - Seattle, Washington - Russell Investments

  • Portfolio Manager

    3 weeks ago

    Seattle, Washington, United States Principal Financial Group Full time

    Portfolio Analyst Job DescriptionWe are seeking a skilled Portfolio Analyst to support our Principal Asset Allocation's Portfolio Management team. As a key member of our team, you will provide critical support in the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.Key Responsibilities:Monitor, reconcile, and...

  • Portfolio Manager

    3 days ago

    Seattle, Washington, United States Principal Financial Group Full time

    We're seeking a skilled Portfolio Manager to support our Principal Asset Allocation's Portfolio Management team. In this role, you'll provide critical support in the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.Key Responsibilities:Monitor, reconcile, and manage client portfolios, ensuring liquidity and...

  • Portfolio Manager III

    3 days ago

    Seattle, Washington, United States Bank of America Full time

    Job Title: Portfolio Manager IIIJob Summary:We are seeking a highly skilled Portfolio Manager III to join our team at Bank of America. As a Portfolio Manager III, you will be responsible for managing complex high net worth investor relationships and creating customized investment strategies.Key Responsibilities:Develop and implement investment plans tailored...

  • Portfolio Manager

    2 weeks ago

    Seattle, Washington, United States Russell Investments Full time

    Job Title: Portfolio Manager - Transition ManagementWe are seeking a skilled Portfolio Manager to join our Transition Management team at Russell Investments. As a key member of our team, you will be responsible for developing and executing implementation strategies, analyzing performance, and completing attribution analysis during the pre, intra, and...

  • Senior Portfolio Manager

    3 days ago

    Seattle, Washington, United States Bank of America Full time

    Job Summary:As a Senior Portfolio Manager at Bank of America, you will be responsible for working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Your key responsibilities will include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio...

  • Portfolio Manager II

    2 days ago

    Seattle, Washington, United States Bank of America Full time

    Job Description:At Bank of America, we strive to create a workplace where our teammates can thrive and make a meaningful impact. As a Portfolio Manager II, you will play a critical role in helping us achieve our goal of being a great place to work.We are seeking a highly skilled and experienced Portfolio Manager II to join our team. In this role, you will be...

  • Portfolio Manager III

    3 days ago

    Seattle, Washington, United States Bank of America Full time

    Job Title: Portfolio Manager IIIJob Summary:As a Portfolio Manager III at Bank of America, you will work with complex High Net Worth Investors to create customized investment strategies. Your primary responsibility will be to understand strategic investment objectives, spending policy needs, and unique client/prospect goals to provide guidance and develop,...

  • Patent Portfolio Manager

    3 weeks ago

    Seattle, Washington, United States University of Washington Full time

    Patent Portfolio Manager Job DescriptionUniversity of Washington is seeking a highly skilled Patent Portfolio Manager to join their team. As a key member of the CoMotion Innovation Development unit, this role will play a critical part in the management of the unit's operations and the protection of intellectual property.Key Responsibilities:Manage the...

  • Portfolio Manager III

    2 weeks ago

    Seattle, Washington, United States Bank of America Full time

    Job Title: Portfolio Manager IIIAt 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.We are seeking a highly skilled Portfolio Manager III to join our...

  • Senior Portfolio Manager

    2 weeks ago

    Seattle, Washington, United States Fred Hutchinson Cancer Center (Fred Hutch) Full time

    Job Title: Senior Manager, Startup Portfolio ManagementFred Hutchinson Cancer Center is a leading cancer research and treatment center, and we are seeking a highly skilled Senior Manager to join our team. As a Senior Manager, Startup Portfolio Management, you will play a critical role in managing pre-pipeline activities, standardization initiatives, and...

  • Portfolio Manager

    1 week ago

    Seattle, Washington, United States Russell Investments Full time

    Business Unit:Investment DivisionSalary Range:$100,000 USD - $120,000 USDAt Russell Investments, compensation is based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to...

  • Property Portfolio Manager

    2 weeks ago

    Seattle, Washington, United States Newmark ltd Full time

    Job Title: Property Portfolio ManagerAt Newmark Ltd, we are seeking a highly skilled Property Portfolio Manager to join our team. As a key member of our operations team, you will be responsible for the development and implementation of policies, procedures, and programs that ensure a well-managed and well-maintained portfolio of commercial buildings.Key...

  • Portfolio Manager III

    3 days ago

    Seattle, Washington, United States Bank of America Full time

    **Job Title:** Portfolio Manager III**Job Summary:**As a Portfolio Manager III at Bank of America, you will be responsible for creating customized investment strategies for complex High Net Worth Investors. Your expertise will be utilized to understand strategic investment objectives, spending policy needs, and unique client/prospect goals to provide...

  • Portfolio Analyst

    3 weeks ago

    Seattle, Washington, United States Principal Financial Group Full time

    Portfolio Analyst Job DescriptionWe are seeking a skilled Portfolio Analyst to join our team at Principal Financial Group. As a Portfolio Analyst, you will play a critical role in supporting the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.Key Responsibilities:Monitor and reconcile client activity,...

  • Senior Portfolio Manager

    2 weeks ago

    Seattle, Washington, United States Nrharural Full time

    Job SummaryWe are seeking a highly skilled Senior Manager, Startup Portfolio Management to join our team at Fred Hutchinson Cancer Center. As a key member of our clinical research operations team, you will be responsible for managing pre-pipeline activities, standardization initiatives, and integrated project/portfolio management related to clinical trial...

  • Portfolio Strategist

    3 days ago

    Seattle, Washington, United States Principal Financial Group Full time

    Portfolio Analyst RoleWe are seeking a skilled Portfolio Analyst to support our Principal Asset Allocation's (PAA) Portfolio Management team. In this role, you will provide critical support in the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.Key ResponsibilitiesMonitor and reconcile client activity,...

  • Portfolio Manager III

    2 weeks ago

    Seattle, Washington, United States Bank of America Full time

    Job Title: Portfolio Manager IIIAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.As a Portfolio Manager III, you will play a critical role in helping our high net worth clients achieve their financial goals by providing expert investment advice and portfolio management...

  • Reverse Mortgage Portfolio Manager

    1 week ago

    Seattle, Washington, United States Guild Mortgage Company Full time

    Job Title: Reverse Mortgage AnalystAbout the Role:The Reverse Mortgage Analyst plays a critical role in the company's Reverse Mortgage Division, contributing to the pricing, modeling, and secondary market strategies. This position is responsible for tracking market activities, identifying relative value opportunities and portfolio risks, and assisting in...

  • Cell Therapy Portfolio Management Office Director

    4 weeks ago

    Seattle, Washington, United States Bristol-Myers Squibb Full time

    Transforming Patients' Lives through ScienceBristol-Myers Squibb is a global biopharmaceutical company dedicated to transforming patients' lives through science. We are seeking a highly motivated and experienced professional to join our team as a Head of Cell Therapy Development Portfolio Management.About the RoleThe successful candidate will be responsible...

  • Portfolio Strategy Director

    2 days ago

    Seattle, Washington, United States C&W of Washington, Inc Full time

    Job Title: Portfolio Strategy DirectorJob Description Summary:The Portfolio Strategy Director will oversee the management and direction of a team responsible for delivering Portfolio Strategy support and Transaction Management services focused on creating value for the client and delivering positive client experiences.The Director will collaborate closely...

Portfolio Manager

3 months ago

Seattle, Washington, United States Russell Investments Full time

We are seeking a portfolio manager to join our Transition Management team. This team is responsible for developing and executing implementation strategies, analyzing performance, and completing attribution analysis during the pre, intra, and post implementation time frames.

As a Portfolio Manager / Senior Portfolio Manager you must have a demonstrable understanding of risk optimization models and risk management techniques to identify portfolio exposures and designing optimal trading strategies. You will also be required to research implementation costs associated with various trading strategies and implementing the most cost-effective transition strategy all while working collaboratively across the investment division.

Your Core Responsibilities:

  • Work with clients, consultants, money managers, custodians and other team members to determine transition constraints and develop optimal transition strategies around the constraints. Act as the project manager to coordinate and implement the strategy developed. Act as the portfolio manager of the transition portfolio during the transition period.
  • Continually evaluate, automate and improve internal processes and infrastructure supporting the transition process. Seek to develop external relationships with custodians, money managers, and correspondent brokers to explore additional efficiencies for Russell Implementation Services.
  • Create and present detailed pre-analysis and post-analysis reports to clients which include portfolio risk decomposition, transaction cost analysis, and portfolio performance reporting.
  • PC & Systems Activities
  • Analyze transition event performance, including a breakdown of performance attributions and intra-day analysis. Streamline and develop a process to allow this information to be disseminated in a concise manner.
  • Drive transition strategies through detailed analysis of portfolio attributes and implement trading strategies to affect successful transition outcomes. This is accomplished through the use of risk models, optimization systems and other trading analytic systems. Research trade execution costs associated with various trading strategies and implement the most cost-effective strategy.
  • Complete post-trade reports and deliver results to the client in a timely manner. Continually seek to improve format of data within these reports according to client feedback and industry standards.
  • Download data, custodian on-line systems, and proprietary and industry analytic tools. Extensive use of Russell's Portfolio Accounting System and other analytic tools will be required. Coordinate data on systems among business units, clients and custodians. Utilize Bloomberg to analyze portfolio constituents and verify data provided from external parties.

    Your Expertise:
    • Bachelor's degree in finance, business or a related area required, advanced degree and/or CFA designation preferred
    • 4-8+ years experience in the investment industry in portfolio management, capital markets, or servicing custodians, managers and brokers desired.
    • In-depth knowledge of capital markets, portfolio management strategies, and statistical analysis.
    • In-depth knowledge of equity trading costs and settlement and clearing practices, and the global securities markets preferred.
    • In-depth knowledge of money manager, custodian and broker operations considered a plus.
    • Excellent project management; ability to manage multiple projects simultaneously.
    • Strong client service and communication skills especially as they pertain to communicating complex concepts verbally and in writing to individuals with varying degrees of investment experience.
    • Detail oriented and very precise with numbers.
    • Excellent interpersonal skills, and the ability to thrive in a collaborative, fast paced environment.
    • Highly proficient with software applications, software development experience a plus.
    • Candidates with fixed income markets experience is highly desirable.