Portfolio Management Director
1 day ago
Calamos Asset Management seeks a seasoned professional to lead our portfolio management efforts. As Director of Portfolio Management, you will be responsible for developing investment policy recommendations using quantitative and qualitative research and analysis to develop asset allocation strategies for our clients.
Key Responsibilities:- Collaborate with the Chief Investment Officer and Investment Committee to develop and manage asset allocation models and themes, including capital market assumptions and portfolio construction.
- Create a framework and process for developing and recommending investment portfolios using efficient frontier tools and methodology.
- Contribute to policy recommendations for expression and implementation in client portfolios, preparing white papers and other commentary to explain these recommendations.
- Represent investment team views and speak to investment platforms in client meetings.
- Lead and refine the due diligence process for investment managers and investment vehicles, covering both new opportunities and ongoing monitoring of existing capabilities.
- Conduct thorough quantitative and qualitative analyses of investment managers, including performance attribution, risk assessment, and operational due diligence.
- Lead operational projects related to the investment practice, including account structure and trading/implementation considerations.
- Strong academic credentials, including an M.B.A. or master's degree in a relevant field, such as finance or economics.
- At least 10 years of relevant investment experience in the wealth management and asset management space, with some experience in leadership.
- Strong analytical skills, with proficiency in quantitative analysis and financial modeling.
- Excellent communication skills, both verbal and written, with the ability to clearly articulate complex investment concepts.
- Proven track record in evaluating both traditional and alternative investment strategies.
- Deep understanding of various investment vehicles, including mutual funds, ETFs, separately managed accounts, and private investments.
- Experience with due diligence software and databases, such as Morningstar, eVestment, and PitchBook, is highly desirable.
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Consulting Director, Agile Portfolio Management
4 weeks ago
Chicago, IL, United States CNA Insurance Full timeYou have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.CNA seeks to offer a comprehensive and competitive benefits package to...
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Investment Portfolio Manager
3 weeks ago
, MA, United States Cabot Wealth Management Full timeInvestment Professional Wanted for Cabot Wealth ManagementCabot Wealth Management, a leading wealth management firm in Salem, MA, is seeking an experienced investment professional to join our team. The ideal candidate will have a strong background in research and portfolio management, with a focus on equity portfolios.The successful candidate will be...
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Director, Strategic Portfolio Management
3 weeks ago
Houston, TX, United States Sysco Full timeJob Summary: Director, Strategic Portfolio Management is responsible for the direction and leadership of the Technology portfolio management function. The Strategic Portfolio Management team provides guidance to technology leadership and other executives on the timing and anticipated value of initiatives and investments, tracks progress and helps to...
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Director, Strategic Portfolio Management
3 days ago
Houston, TX, United States Sysco Full timeJob Summary:Director, Strategic Portfolio Management is responsible for the direction and leadership of the Technology portfolio management function. The Strategic Portfolio Management team provides guidance to technology leadership and other executives on the timing and anticipated value of initiatives and investments, tracks progress and helps to identify...
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Director, Strategic Portfolio Management
2 days ago
Houston, TX, United States Sysco Full timeJob Summary:Director, Strategic Portfolio Management is responsible for the direction and leadership of the Technology portfolio management function. The Strategic Portfolio Management team provides guidance to technology leadership and other executives on the timing and anticipated value of initiatives and investments, tracks progress and helps to identify...
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Plano, TX, United States Toyota Deutschland GmbH Full timeOverviewWho we areCollaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for diverse,...
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Product Management Director
4 weeks ago
, IL, United States WALGREENS Full timeProduct Management Director - AdTechWalgreens is seeking a seasoned Product Management Director to lead our AdTech initiatives. As a key member of our product strategy team, you will be responsible for defining our product vision, roadmap, and priorities for our digital retail platform.Key Responsibilities:Product Vision and Roadmap: Develop and oversee the...
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Assistant Portfolio Manager, Italy
3 weeks ago
New York, NY, United States Skurnik Wines & Spirits - New York Full timeSkurnik Wines & Spirits is looking for NYC-based candidates interested in the Assistant Portfolio Management position. Candidates should be passionate about Italian wine and wish to develop a career path in portfolio management. This is an administrative position that reports to the Portfolio Director and consists of supporting the Sales Ambassador and...
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Senior Portfolio Strategist
3 weeks ago
, CA, United States Chandler Asset Management Full timeJob Title: Senior Portfolio StrategistAt Chandler Asset Management, we are seeking a highly skilled Senior Portfolio Strategist to join our team. This is a unique opportunity to leverage your expertise in portfolio management and drive strategic growth for our organization.Key Responsibilities:Develop and implement portfolio management strategies that align...
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Portfolio Manager
2 weeks ago
, GA, United States Truist Full timeJob DescriptionWe are seeking a highly skilled Portfolio Manager to join our team at Truist. As a Portfolio Manager, you will be responsible for the financial analysis, risk assessment, and credit structure recommendation for Commercial Real Estate clients and prospects.Key ResponsibilitiesLead the diligence and underwriting documentation of complex credit...
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Portfolio Management Director
4 weeks ago
Four States, West Virginia, United States STP Investment Services Full timeJob Title: AVP, Portfolio ManagementSTP Investment Services is seeking a highly skilled and experienced AVP of Portfolio Management to join our team. As a key member of our shared services team, you will be responsible for overseeing and maintaining the accuracy and integrity of client accounting data.Key Responsibilities:Conduct daily analyses to identify...
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Portfolio Administrator
3 weeks ago
, CA, United States Resources for Community Development Full timeJob SummaryThe Portfolio Administrator will provide administrative and systems-related support to the Asset Management team at Resources for Community Development. This role will be responsible for a range of tasks, including corporate and portfolio administration, business analysis, and systems support and maintenance.Key ResponsibilitiesProvide...
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FLEX Global Director
6 days ago
Bethesda, Maryland, United States, 20814 Marriott Full timeJob Number 24180255Job Category Sales & MarketingLocation Marriott International HQ, 7750 Wisconsin Avenue, Bethesda, Maryland, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition Type Management This is a temporary position. The Director, Global Portfolio Marketing (FLEX), is a key leader of the Global Portfolio...
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Fixed Income Portfolio Analyst
2 weeks ago
, MA, United States Wellington Management Company, LLP Full timeAbout UsWellington Management Company, LLP is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our team of experienced professionals provides tailored investment strategies that cater to the unique needs of our clients.About the RoleWe are seeking a highly skilled Fixed Income Portfolio...
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Cyber Portfolio Manager
4 weeks ago
Mobile, AL, United States VirtualVocations Full timeA company is looking for a Portfolio Manager - Cyber to join their remote team in Texas. Key Responsibilities Drive portfolio prioritization meetings and influence cross-functional teams to achieve strategic goals Monitor portfolio health, track progress, and manage interdependencies with other teams Establish regular portfolio reviews and provide...
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Portfolio Management Executive
4 weeks ago
, NC, United States Brightspeed Full timeJob SummaryBrightspeed is seeking a seasoned Portfolio Management Executive to join our team. As a key member of our corporate real estate team, you will be responsible for overseeing the strategic planning and monetization of our portfolio, including sales transactions, lease administration, and energy management.Key ResponsibilitiesDevelop and implement...
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Regional Portfolio Manager
11 hours ago
, TX, United States Frost Bank Full timeUnlock Your Potential as a Regional Portfolio ManagerAt Frost Bank, we're committed to fostering an environment that reflects our values and encourages team members to thrive. As a Regional Portfolio Manager, you'll play a vital role in leading our team and providing guidance and support to every single team member. Your expertise will be instrumental in...
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Senior Director of Portfolio Operations
4 weeks ago
Los Angeles, CA, United States Sentral Full timeAbout Sentral Sentral is a network of urban residential communities redefining the way people live, travel, and work. Sentral takes the convenience, connection, and comfort of home to new heights-we call it Home+. Designed for the mobile professional, our one-of-a-kind communities offer designer-furnished and unfurnished apartments with flexible lengths of...
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Senior Director of Property Management
20 hours ago
, MD, United States Wash Reit Full timeJob Title: Senior Director of Property ManagementJoin Wash Reit as a Senior Director of Property Management and take on a leadership role in driving the financial performance of our multifamily assets. As a key member of our operations team, you will be responsible for developing and implementing strategies to maximize profitability and drive growth.Key...
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Aerospace and Defense Portfolio Manager
2 weeks ago
, NC, United States Huntington National Bank Full timeAerospace and Defense Portfolio Management OpportunityHuntington National Bank is seeking a seasoned professional to lead our Aerospace and Defense portfolio management efforts. As a key member of our Corporate Specialty and Government Banking group, you will be responsible for managing a book of business in the A&D vertical, providing credit...