We have other current jobs related to this field that you can find below

  • Portfolio Analyst

    3 days ago

    Baltimore, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Portfolio Analyst Fixed Income

    2 weeks ago

    Baltimore, United States T. Rowe Price Group, Inc. Full time

    Research & Analysis. Conduct analysis on assigned investment portfolios, taking into account financial market conditions, competitor analysis, asset class characteristics, portfolio construction and positioning to support the needs of the portfolio m Analyst, Portfolio, Portfolio Manager, Distribution Associate, Investment, Support, Technology

  • Fixed Income Senior Portfolio Investment Analyst

    2 weeks ago

    Baltimore, United States T Rowe Price Group, Inc Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career...

  • Director Investment Solutions/Portfolio Construction

    2 weeks ago

    Baltimore, United States T. Rowe Price Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow...

  • Equity Associate Analyst

    2 weeks ago

    Baltimore, United States T. Rowe Price Group, Inc. Full time

    Role will provide fundamental research support to the portfolio manager and analysts of the T. Rowe Price Industrials Team. The Associate Analyst program is a three to five year structured program offering ongoing training and mentoring and is design Equity, Industrial, Associate, Analyst, Portfolio Manager, Research Analyst, Technology

  • Financial Analyst Senior

    1 week ago

    Baltimore, United States Dice Full time

    Dice is the leading career destination for tech experts at every stage of their careers. Our client, Nivid InfoTech Inc., is seeking the following. Apply via Dice today! Senior Financial Analyst Location: BALTIMORE, MD (Hybrid Work) Duration: Long Term Job Description: Financial Analyst With Experience In: Forecasting Budgeting Capital...

  • Financial Analyst Senior

    2 months ago

    Baltimore, United States Dice Full time

    Dice is the leading career destination for tech experts at every stage of their careers. Our client, Nivid InfoTech Inc., is seeking the following. Apply via Dice today! Senior Financial Analyst BALTIMORE ,MD (Hybrid Work) Long Term Job Description: Financial Analyst With Experience In Forecasting ; Budgeting ; Capital portfolio ; Multi-Year Plan (MYP) Long...

  • Investment Analyst, Natural Resources

    4 weeks ago

    Baltimore, United States T. Rowe Price Full time

    Investment Analyst, Natural Resources (Agriculture or Chemicals) page is loaded Investment Analyst, Natural Resources (Agriculture or Chemicals) Apply locations Baltimore, MD time type Full time posted on Posted 2 Days Ago job requisition id 71330 There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a...

  • Investment Analyst, Natural Resources

    1 month ago

    Baltimore, United States T. Rowe Price Full time

    Investment Analyst, Natural Resources (Agriculture or Chemicals) page is loaded Investment Analyst, Natural Resources (Agriculture or Chemicals) Apply locations Baltimore, MD time type Full time posted on Posted 2 Days Ago job requisition id 71330 There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a...

  • Senior ETF Analyst

    2 months ago

    Baltimore, United States T Rowe Price Group, Inc Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career...

  • Credit Legal Analyst

    4 weeks ago

    Baltimore, United States There.com Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premierassetmanagerfocused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with...

  • Billing Analyst

    2 weeks ago

    Baltimore, United States Unwired Solutions Inc Full time

    Job DescriptionJob DescriptionDescription:Position SummaryThe Billing Analyst creates and analyzes invoices for LINQ clients ensuring clients are billed accurately. Thebilling analyst is responsible for sending correct invoices to LINQ clients on time. The Billing Analyst isresponsible for any custom reporting as requested by the client.Essential Duties and...

  • Prospect Management Analyst

    3 months ago

    Baltimore, United States InsideHigherEd Full time

    Development and Alumni Relations (DAR) supports Johns Hopkins' focus on research, teaching and patient care, and its role as a national and global leader in higher education. We create and foster enduring relationships that result in advocacy and philanthropic support for Johns Hopkins University & Medicine; strengthening the institution through partnerships...

  • Investment Operations Analyst

    4 weeks ago

    Baltimore, United States The BayTech Group Full time

    We are seeking a detail-oriented and motivated Investment Operations Analyst to join our investment management team. The ideal candidate will support the operations and administration of investment portfolios, including stocks, bonds, hedge funds, private equity, and other assets. This role ensures the accuracy and efficiency of operational processes and...

  • Investment Operations Analyst

    2 days ago

    Baltimore, United States The BayTech Group Full time

    We are seeking a detail-oriented and motivated Investment Operations Analyst to join our investment management team. The ideal candidate will support the operations and administration of investment portfolios, including stocks, bonds, hedge funds, private equity, and other assets. This role ensures the accuracy and efficiency of operational processes and...

  • Investment Operations Analyst

    1 week ago

    Baltimore, United States The BayTech Group Full time

    We are seeking a detail-oriented and motivated Investment Operations Analyst to join our investment management team. The ideal candidate will support the operations and administration of investment portfolios, including stocks, bonds, hedge funds, private equity, and other assets. This role ensures the accuracy and efficiency of operational processes and...

  • Lead Analyst, ETF Capital Markets

    1 day ago

    Baltimore, United States T. Rowe Price Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career...

  • Lead Analyst, ETF Capital Markets

    5 days ago

    Baltimore, United States T. Rowe Price Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career...

  • Lead Analyst, ETF Capital Markets

    5 days ago

    Baltimore, United States T. Rowe Price Full time

    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career...

  • Research Analyst

    1 month ago

    Baltimore, United States Patient Capital Management, LLC Full time

    Do you have a passion for markets and investing? A love of uncovering undervalued companies and a keen eye for detail? Are you excited by the challenge of long-term value investing? Then Patient Capital Management wants to hear from you!Patient Capital Management (PCM) is a woman-owned investment firm focused on identifying and investing in undervalued...

Portfolio Analyst

2 months ago

Baltimore, United States Stifel Financial Full time

The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. Facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, performing ongoing analysis of the investment portfolios of current clients, and executing marketing strategies to attract new clients. Screens new client prospects, developed through leads and referrals, to determine suitability for addition to group. Makes asset allocation recommendations to the IR and develops the portfolio in conjunction with the IR. Critically examines current holdings to evaluate whether action is warranted. Develops customized financial plan/asset allocation proposals, including leveraging the Firm’s proprietary software tools. Research and analyze new and existing clientele and provide recommendations and or/updates to the IR about new opportunities, changes to product, or general matters of significance that may have an impact to the business. Manage risk and ensure adherence to company policies and regulations in day-to-day business activity. Qualifications Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Time Management – Managing one’s own time and priorities to ensure the meeting of deadlines. Oral and Written Expression – The ability to communicate information and ideas in spoken or written form so that others will understand. Education & Experience High School Diploma or equivalent required. 4+ years' financial services experience required. Licenses & Certifications Series 7 & 63 required. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

#J-18808-Ljbffr