Client Portfolio Manager
6 days ago
Cerity Partners is seeking an experienced Client Portfolio Manager to join our OCIO team. As a key member of our investment team, you will be responsible for managing client relationships, providing investment advice, and delivering exceptional client service.
Key Responsibilities- Manage a portfolio of institutional client relationships, including endowments and foundations
- Provide investment advice and guidance to clients, including asset allocation and portfolio construction
- Develop and maintain strong relationships with clients, including regular communication and reporting
- Collaborate with the OCIO team to develop and implement investment strategies
- Prepare and deliver presentations to clients and internal stakeholders
- Travel to client sites as needed to meet with clients and present investment strategies
- Minimum 10 years of experience in investment management or a related field
- Strong understanding of investment products and strategies
- Excellent communication and relationship-building skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
- Strong analytical and problem-solving skills
- Ability to travel up to 50% of the time
- Competitive salary and bonus structure
- Opportunity to work with a leading national registered wealth management and institutional consulting firm
- Collaborative and dynamic work environment
- Professional development opportunities
Cerity Partners is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.
-
Portfolio Manager
6 days ago
Austin, Texas, United States Amherst Full timeJob Title: Portfolio AnalystAmherst is seeking a highly motivated and analytical individual to join our Merchant Banking team as a Portfolio Analyst. In this role, you will play a key part in strategic modeling and capital planning, collaborating closely with senior management and leading institutional investors.Key Responsibilities:Develop and maintain...
-
Commercial Portfolio Manager
2 weeks ago
Austin, Texas, United States Southside Bank Full timeJob Title: Commercial Portfolio ManagerSouthside Bank is seeking a highly skilled Commercial Portfolio Manager to join our team. As a Commercial Portfolio Manager, you will be responsible for managing a designated portfolio of commercial loan customers in partnership with the Relationship Manager.Key Responsibilities:Manage a designated portfolio of...
-
Portfolio Manager Sr
5 days ago
Austin, Texas, United States Hilltop Holdings Full timeAbout the RoleWe are seeking a seasoned Portfolio Manager Sr to join our team at HilltopSecurities. As a key member of our Public Finance department, you will be responsible for providing investment advisory services to local government clients, including cities, counties, school districts, utility and transportation authorities, and other public...
-
Senior Investment Portfolio Manager
6 days ago
Austin, Texas, United States BOK Financial Full timeJob Title: Senior Investment ManagerWe are seeking a highly skilled Senior Investment Manager to join our team at BOK Financial. As a Senior Investment Manager, you will be responsible for managing complex investment portfolios for our clients, providing sound financial advice, and helping them achieve their investment goals.Key Responsibilities:Manage...
-
Regional Portfolio Manager
2 days ago
Austin, Texas, United States AOG Living Full timeRegional Portfolio ManagerAOG Living seeks an experienced Regional Portfolio Manager to oversee the management of our multi-property residential portfolio in the Nashville, TN market.Key Responsibilities:Ensure fiscal accountability for portfolio performanceDevelop and implement annual budgets for assigned propertiesMonitor and manage the portfolio rent...
-
Senior Portfolio Manager
2 hours ago
Austin, Texas, United States Western Alliance Bank Full timePortfolio Management RoleThe Senior Portfolio Manager position at Western Alliance Bank is responsible for analyzing and structuring complex financial transactions. This role involves coordinating with cross-functional teams to ensure seamless execution and closing of major deals. The ideal candidate will have a strong background in portfolio management and...
-
Director, Portfolio Management
4 weeks ago
Austin, Texas, United States Realtor Careers Full timeAbout the RoleWe are seeking a highly skilled Director, Portfolio Management to join our team at Realtor Careers. As a key member of our organization, you will be responsible for leading the build out of best-in-class portfolio management functions, driving product development collaboration, processes, and execution.The ideal candidate will have a strong...
-
Quantitative Portfolio Manager
4 weeks ago
Austin, Texas, United States WorldQuant Full timeJob Title: Book Portfolio ManagerWorldQuant is seeking a highly skilled Book Portfolio Manager to join our team. As a key member of our portfolio management team, you will be responsible for developing and implementing systematic strategies that drive investment returns.Key Responsibilities:Develop and implement systematic strategies that utilize statistical...
-
Solution Portfolio Manager
1 month ago
Austin, Texas, United States META Full timeAbout the RoleWe are seeking a skilled Solution Portfolio Manager to join our HR Technology team at Meta. As a key member of our team, you will be responsible for driving portfolio, program, and project execution, rollup reporting and communication, and roadmap prioritization planning within the portfolio.Key ResponsibilitiesManage multiple concurrent...
-
Investment Portfolio Manager
5 days ago
Austin, Texas, United States UTIMCO Full timeJob Opportunity at UTIMCOUTIMCO's Public Equity team is seeking a highly skilled and motivated individual to join their team as a Senior Analyst or Associate. The successful candidate will be responsible for assisting the Public Equity team with analysis and research, as well as monitoring and creating reports on external manager performance, exposures, and...
-
Portfolio Manager III
5 days ago
Austin, Texas, United States Sunflower Bank, N.A. Full time{"title": "Portfolio Manager III", "description": "Job SummarySunflower Bank, N.A. is seeking a seasoned Portfolio Manager III to oversee the assessment of creditworthiness for our customers. As a key member of our team, you will be responsible for analyzing financial and credit information to determine the creditworthiness of our customers, focusing on...
-
Portfolio Project Manager
4 weeks ago
Austin, Texas, United States Texas Department of Transportation Full timeJob Title: Portfolio Project ManagerAre you a seasoned project manager looking for a new challenge? Do you have experience in transportation performance management and strategic initiatives? We are seeking a highly skilled Portfolio Project Manager to join our team at the Texas Department of Transportation.About the RoleThe successful candidate will be...
-
Quantitative Portfolio Manager
3 weeks ago
Austin, Texas, United States WorldQuant Full timeJoin WorldQuant's Team of Quantitative ExpertsWorldQuant is a leading financial services company that develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We are seeking a highly skilled Independent Portfolio Manager to join our team of quantitative experts.About the RoleWe are looking for a candidate...
-
Commercial Insurance Portfolio Manager
3 weeks ago
Austin, Texas, United States CPS, Inc. Full timeJob Title: Commercial Lines Account ManagerCPS, Inc. is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our insurance team, you will be responsible for managing a diverse portfolio of commercial insurance accounts.Key Responsibilities:Develop and maintain strong relationships with clients to deliver exceptional...
-
Portfolio Manager III
5 days ago
Austin, Texas, United States Sunflower Bank, N.A. Full timePortfolio Manager IIISunflower Bank, N.A. is seeking a seasoned Portfolio Manager III to support our commercial lending team in Austin, TX. As a key member of our team, you will be responsible for analyzing and interpreting financial and credit information to assess the creditworthiness of our customers.Key Responsibilities:Review and analyze financial...
-
Investment Portfolio Manager
19 hours ago
Austin, Texas, United States UTIMCO Full timeUTIMCO Investment OpportunityWe are seeking a highly motivated investment professional to join our 12-person hedge fund and fixed income team. The ideal candidate will have prior investment experience and a strong analytical skillset.Key Responsibilities:Monitor individual manager performance and risk on a regular basis, fostering valued relationships with...
-
Portfolio Project Manager I
2 hours ago
Austin, Texas, United States CAPPS, Inc. Full timeJob SummaryThe ideal candidate will have the ability to highlight their strengths in the following functions:Provides expert technical and operational guidance to service providers in support of DIR's major program and project related activities and initiatives on shared technology services, such as Transition, Service Evolution, Automation, and Request for...
-
Quantitative Portfolio Manager
5 days ago
Austin, Texas, United States WorldQuant Full timeJob Title: Book Portfolio ManagerWorldQuant is a leading financial services company that develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We are seeking a highly skilled Book Portfolio Manager to join our team.Job Responsibilities:Develop and implement systematic strategies that utilize...
-
Investment Portfolio Manager
4 weeks ago
Austin, Texas, United States LeafHouse Full time{"h1": "Investment Analyst Position at LeafHouse", "p": "LeafHouse is a leading provider of investment solutions for retirement plans, offering a range of services including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automatic rollovers, and enterprise technology solutions.", "ul": [{"li":...
-
Program Portfolio Manager
3 weeks ago
Austin, Texas, United States PTR Global Full timeJob Title: PMO Program Portfolio ManagerWe are seeking an experienced PMO Program Portfolio Manager to join our team at PTR Global. As a key member of our organization, you will be responsible for managing and maintaining key deliverables associated with each project, ensuring project deliverables are created and submitted based on the agreed-upon schedule...