Portfolio Manager

7 days ago


greenville, United States Foster Victor Wealth Advisors Full time

Summary

Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy managing existing portfolios, creating new portfolios and finding alternative investment opportunities for clients.

Goals

  • To understand, articulate and emulate the firm’s purpose and core values
  • To become an integral part of the FVWA team, culture and workflow
  • Effective problem solver
  • Ability to thrive in a fast-paced, high-volume environment

Roles & Responsibilities

  • Develop new investment ideas and portfolios
  • Manage portfolio holdings and research replacements
  • Review quarterly earnings calls
  • Present ideas and trends to investment team
  • Regularly review current holdings and asset allocations
  • Manage fund wholesaler relationships
  • Participate in client meetings as the Investment Guru
  • Research alternative investment solutions for Ultra High Net Worth
  • Create investment tools and research for advisor and client education
  • Participate in Quarterly Best Execution Committee meetings
  • Run Monthly Investment Committee meetings
  • Prepare monthly/quarterly Client newsletter on markets
  • Review QL 401k models and outside 401k recommendations
  • Supervise cost-basis analysis for incoming and existing accounts
  • Supervise creation of investment materials for client meetings
  • Supervise the creation and maintenance of all investment collateral

Basic Requirements

  • Chartered Financial Analyst (CFA)
  • Bachelor’s Degree
  • MBA (preferred)
  • Series 65 (preferred)
  • 10-15+ years of Investment and Portfolio Management Experience
  • Attention to Detail, Organized, Well-Spoken

  • Portfolio Manager

    7 days ago


    Greenville, United States Foster Victor Wealth Advisors Full time

    SummaryFoster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy managing existing portfolios, creating new portfolios and finding alternative investment...


  • Greenville, South Carolina, United States Fifth Third Bancorp Full time

    Job SummaryWe are seeking a highly skilled Commercial Portfolio Manager to join our team at Fifth Third Bank. As a key member of our coverage team, you will be responsible for managing transactions and business portfolio tasks, making recommendations on credit structures, pricing, and other key decisions.Key ResponsibilitiesManage a portfolio of accounts,...


  • Greenville, United States Fifth Third Bank Full time

    Make banking a Fifth Third betterQualifications, skills, and all relevant experience needed for this role can be found in the full description below.We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team",...


  • Greenville, South Carolina, United States United Community Banks Full time

    {"title": "Commercial Real Estate Portfolio Manager", "summary": "We are seeking a highly skilled Commercial Real Estate Portfolio Manager to join our team at United Community Banks. As a key member of our credit administration team, you will be responsible for providing credit support and underwriting expertise to our commercial real estate relationships.In...


  • Greenville, South Carolina, United States United Community Banks Full time

    Job Title: Commercial Real Estate Portfolio ManagerReports to: Sr. Portfolio Manager, Commercial RE and Corporate BankingJob SummaryA Commercial Real Estate Portfolio Manager provides credit administration and underwriting support while serving as the secondary contact on all managed relationships. The Commercial Real Estate Portfolio Manager is responsible...


  • Greenville, South Carolina, United States CAMS Full time

    Job OverviewCAMS is seeking a skilled Community Association Manager to join our team. As a Community Manager, you will be responsible for managing a portfolio of homeowner's associations, building relationships with boards of directors, and providing trusted guidance to our clients.Key ResponsibilitiesMaintain open communication with boards of directors and...


  • Greenville, South Carolina, United States Resurgent Capital Services Full time

    About UsFueled by a commitment to innovation, Resurgent Capital Services is a leading financial services company in our sector. Our company was founded on a vision for a new type of asset receivables company, one that prioritizes superior service and a personal touch in every interaction. We believe that integrity, compliance, and doing things the right way...


  • Greenville, South Carolina, United States Alchemy Financial Group Full time

    About the Sales Manager Position We are seeking a highly skilled Sales Manager to drive revenue growth and customer acquisition for Alchemy Financial Group. As a key member of our team, you will be responsible for developing and implementing sales strategies to stay ahead of the competition. Key Responsibilities: * Develop and execute sales plans to meet...


  • Greenville, South Carolina, United States Michelin Full time

    Job Opportunity: Retirement Investment AnalystWe are seeking a highly motivated and detail-oriented Financial Analyst to join our team as a Retirement Investment Analyst. This role is ideal for someone who is passionate about investments and has a strong desire to pursue their Chartered Financial Analyst (CFA) designation.Key Responsibilities:Monitor and...


  • Greenville, North Carolina, United States Vidant Health Full time

    About the RoleThis position is responsible for overseeing key organizational programs and projects throughout their lifecycle, adhering to Vidant Health's Project Management Framework.Key ResponsibilitiesManage organizational projects, ranging from large-scale initiatives to moderate to complex programs, utilizing the PM framework and methodology (Waterfall,...


  • Greenville, South Carolina, United States Lincoln Property Company Full time

    Job SummaryWe are seeking an experienced Regional Property Manager to oversee multiple properties and their onsite teams. The ideal candidate will have a proven track record of maximizing financial performance, maintaining physical integrity, and building strong relationships with team members and customers.Key ResponsibilitiesMaximize financial performance...

  • Area Manager

    1 week ago


    Greenville, South Carolina, United States J&J Family of Companies Full time

    Job Title: Area ManagerWe are seeking an experienced Area Manager to join our team at Johnson & Johnson. As an Area Manager, you will be responsible for driving growth in our expansion territory by promoting and selling our Impella product portfolio to established customers and identifying new customers to activate new centers.Key Responsibilities:Develop...


  • Greenville, North Carolina, United States Applied Medical Full time

    Job Title: Account Manager or Account Manager Associate Greenville NCApplied Medical is a leading medical device company with a proven business model and commitment to innovation. We are seeking an experienced Account Manager or Account Manager Associate to join our team in Greenville, NC.Job Summary:The successful candidate will be responsible for managing...

  • Program Manager

    2 months ago


    Greenville, United States TEKsystems Full time

    *cannot work c2c* THIS ROLE WILL BE PRIMARILY REMOTE - WILL BE ONSITE ONCE A QUARTER Description: This role is going to be part of the transformation execution office within our customer. Our customer currently has a ton of projects happening within the infrastructure, security and end user support space. This role is looking for a technical program...


  • Greenville, South Carolina, United States NHE, Inc. Full time

    Job DescriptionNHE, Inc. is seeking a highly skilled Regional Property Manager to oversee the overall fiscal accountability, marketing development, and personnel and physical asset management of a multi-site residential portfolio. This is a challenging and rewarding role that requires a strong understanding of property management laws and regulations, as...


  • Greenville, North Carolina, United States Cloudious LLC Full time

    Job Title: Business Finance ManagerCloudious LLC is seeking a highly skilled Business Finance Manager to join our team. As a key member of our Digital and Data Team, you will be responsible for leading and handling IT projects related to the supply chain, ensuring detailed and timely delivery aligned with business requirements.Key...


  • Greenville, North Carolina, United States Tekwissen Full time

    Job Title: Business Finance ManagerJoin TekWissen Group, a leading workforce management provider, as a Business Finance Manager. In this role, you will collaborate with supply chain leaders to resolve strategic goals and ensure IT initiatives support these objectives.Key Responsibilities:Strategic Alignment: Collaborate with supply chain leaders to resolve...


  • Greenville, South Carolina, United States Harvest Hope Food Bank Full time

    About Harvest Hope Food BankHarvest Hope Food Bank is a leading hunger-relief organization in South Carolina, serving 20 counties and distributing 30 million pounds of food annually across the Midlands, Pee Dee, and Upstate regions. Our mission is to end hunger, and we're seeking a skilled Corporate Relations Manager to join our team.Job SummaryWe're looking...

  • REO Asset Manager

    2 weeks ago


    Greenville, South Carolina, United States Lima One Capital LLC Full time

    Job Title: REO Asset ManagerLima One Capital LLC is seeking a highly skilled REO Asset Manager to join our team. As a key member of our organization, you will be responsible for providing direction and coordination for all functions associated with the disposition of acquired assets.About the Role:Complete an asset-based financial analysis for best execution...

  • Account Manager

    3 days ago


    Greenville, South Carolina, United States RingoFire Full time

    Account ManagerRingoFire is a dynamic and award-winning creative agency in Greenville, SC, renowned for our expertise in social media and diverse portfolio of national consumer brands. We're seeking a skilled Account Manager to join our team.Key Responsibilities:Develop and maintain strong relationships with clients, ensuring exceptional communication and...