Portfolio Manager
2 weeks ago
BMSS Wesson Wealth Solutions is seeking a skilled Portfolio Manager to join our Wealth Strategies team. As a key liaison between our wealth advisors, sub-advisors, and asset managers, you will play a critical role in delivering investment allocation models and overseeing client portfolios.
Key Responsibilities- Develop and implement investment models and asset allocation strategies for clients
- Collaborate with wealth advisors to write and implement investment policies
- Lead day-to-day client portfolio management and rebalancing
- Manage research, analysis, and recommendations for public and private assets
- Serve as a member of the Investment Committee
- At least 5 years' experience in the financial services industry in investment management or a related field
- Portfolio management, trading, and rebalancing experience
- Investment research and analysis skills
- CFA candidate or CFA professional designation
We are a fee-for-service registered investment advisor (RIA) wholly owned by BMSS Advisors & CPAs. Our distinctive approach empowers our team members to excel and achieve lasting impact in the lives of our clients.
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Credit Portfolio Analyst
4 weeks ago
Birmingham, AL, USA, United States Truist Full timeJob SummaryWe are seeking a highly skilled Credit Portfolio Analyst to join our team at Truist. As a key member of our CCB Portfolio Management organization, you will be responsible for supporting the efforts of our Portfolio Managers, Associates, and Analysts.Key ResponsibilitiesWork closely with assigned Portfolio Managers, Associates, and Analysts to...
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Portfolio Manager
4 days ago
Birmingham, Alabama, United States BMSS Wesson Full timePortfolio ManagerBMSS Wesson Wealth Solutions is seeking a skilled Portfolio Manager to join our Wealth Strategies team. As a key liaison between our wealth advisors, sub-advisors, and asset managers, you will play a critical role in delivering investment allocation models and overseeing client investment portfolios.Key Responsibilities:Develop and implement...
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Portfolio Manager
6 days ago
Birmingham, Alabama, United States BMSS Wesson Full timePortfolio ManagerJoin BMSS Wesson Wealth Solutions, a fee-for-service registered investment advisor, in a dynamic role that empowers you to excel in the financial services industry.About the RoleThe Portfolio Manager serves as a key liaison between our wealth advisors, sub-advisors, asset managers, and the Investment Committee. This role involves delivering...
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Portfolio Manager
1 week ago
Birmingham, United States BMSS Wesson Full timeJOIN US! Let's Make Our Clients Smile at the Future BMSS Wesson Wealth Solutions (BWWS) is a fee-for-service registered investment advisor (RIA) wholly owned by BMSS Advisors & CPAs. Our distinctive approach in the financial services industry empowers our team members to excel. Through work that aligns with the way you were designed, you are positioned to...
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Portfolio Manager
3 weeks ago
Birmingham, Alabama, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Portfolio Owner Manager to join our Technology team. As a key member of our leadership team, you will be responsible for setting the strategic vision for the portfolio and making trade-offs across teams to ensure alignment and effective resource allocation.The ideal candidate will have a...
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Portfolio Manager
2 weeks ago
Birmingham, Alabama, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Portfolio Owner Manager to join our team. As a key member of our Technology group, you will be responsible for leading a team of talented software engineers and driving the development of our portfolio.Key ResponsibilitiesRepresent the business and set the strategic vision for the...
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Cyber Portfolio Manager
2 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 Analyst
3 days ago
Birmingham, United States Accelerated Assets, LLC Full timeAccelerated Assets is a boutique private equity firm focused on investments in the timeshare industry. We work with companies such as Hilton, Marriott, and Wyndham to provide them with equity capital to fund their growth initiatives. Over the last twenty years, Accelerated has facilitated the development, sale, and financing of over $1 billion in hospitality...
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Insurance Portfolio Manager
4 weeks ago
Birmingham, Alabama, United States Harmon Dennis Bradshaw, Inc. Full timeInsurance Account ManagerWe are seeking an experienced Insurance Account Manager to fill a key role in our organization. As an Insurance Account Manager, you will play a pivotal part in assisting the Producer with sales, marketing, and client servicing for both renewals and new business. You will be responsible for effectively managing a portfolio of...
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Associate Portfolio Manager
2 days ago
Miami, FL , USA, United States Ascendo Resources Full timeAssociate Portfolio ManagerWe are seeking a highly skilled Associate Portfolio Manager to support our Portfolio Managers in all Investment and Administrative processes. As a key member of our team, you will be responsible for providing exceptional client service, preparing investment plans, and monitoring trade executions.Key Responsibilities:Client Service:...
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Portfolio Manager
3 weeks ago
California, USA, United States Gable Search Group Full timeJob Title: Portfolio ManagerPurpose:Support the commercial management of power plant and battery storage assets owned and operated by Gable Search Group.Responsibilities:Prepare and reconcile monthly invoices to counterparties.Support budgeting, financial reporting, and presentations.Oversee regulatory compliance and contracts management.Monitor financial...
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Portfolio Manager
3 weeks ago
California, USA, United States Gable Search Group Full timeJob Title: Portfolio ManagerPurpose:Support the commercial management of power plant and battery storage assets owned and operated by Gable Search Group.Responsibilities:Prepare and reconcile monthly invoices to counterparties.Support budgeting, financial reporting, and presentations.Oversee regulatory compliance and contracts management.Monitor financial...
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Portfolio Manager
1 week ago
California, USA, United States Gable Search Group Full timeJob Title: Portfolio ManagerPurpose:Support the commercial management of power plant and battery storage assets owned and operated by Gable Search Group.Responsibilities:Prepare and reconcile monthly invoices to counterparties.Support budgeting, financial reporting, and presentations.Oversee regulatory compliance and contracts management.Monitor financial...
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Portfolio Manager
2 weeks ago
California, USA, United States Gable Search Group Full timePurpose and ScopeThe successful candidate will support the commercial management of power plant and battery storage assets owned and operated by Gable Search Group. This role will involve working closely with the Director – Portfolio & Asset Management, as well as other teams within the company.Key ResponsibilitiesInvoicing and Reconciliation: Assist in...
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Commercial Relationship Manager
4 weeks ago
Birmingham, AL, USA, United States First Horizon National Corporation Full timeAbout the RoleWe are seeking a highly skilled Commercial Relationship Manager to join our team at First Horizon National Corporation. As a key member of our commercial lending team, you will be responsible for developing and maintaining strong relationships with our commercial clients, identifying new business opportunities, and providing exceptional...
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Investment Portfolio Manager
21 hours ago
St. Louis, MO, USA, United States Enterprise Bank and Trust Full timeJob Title: Investment Management: Associate Portfolio ManagerEnterprise Bank & Trust is seeking a highly skilled and motivated Associate Portfolio Manager to join our Investment Management team. As an Associate Portfolio Manager, you will be responsible for managing investment portfolios for our clients, leveraging your knowledge of capital markets and...
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Senior Portfolio Manager
1 day ago
Pittsburgh, PA , USA, United States Middough Full timeJob Title: Senior Portfolio ManagerMiddough Inc., a leading professional engineering, architecture, and project solutions company, is seeking a highly skilled Senior Portfolio Manager to join our team. As a Senior Portfolio Manager, you will be responsible for leading a portfolio of projects, ensuring their profitability, quality, and timely completion. You...
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Data and Portfolio Manager
2 weeks ago
Washington, DC , USA, United States USA for UNHCR Full timeAbout the RoleUSA for UNHCR is seeking a highly skilled Data and Portfolio Manager to join our team. As a key member of our Private Philanthropy and Integrated Partnerships teams, you will play a critical role in supporting our fundraising efforts.Key ResponsibilitiesDevelop and implement data management best practices across teams, ensuring standardized use...
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Portfolio Management Specialist
3 weeks ago
Near South Side, Chicago, IL, USA, United States Chicago Community Loan Fund Full timePortfolio Management Analyst RoleThe Portfolio Management Analyst plays a critical role in supporting CCLF's Portfolio Management, Lending, and Marketing teams. This position involves a wide range of duties and responsibilities, including direct and indirect contact with CCLF's borrowers and investors.Key Responsibilities:Support the work of the Asset...
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Portfolio Management Specialist
3 weeks ago
Near South Side, Chicago, IL, USA, United States Chicago Community Loan Fund Full timePortfolio Management Analyst RoleThe Portfolio Management Analyst plays a critical role in supporting CCLF's Portfolio Management, Lending, and Marketing teams. This position involves a wide range of duties and responsibilities, including direct and indirect contact with and service to CCLF's borrowers and investors.Key Responsibilities:Support the work of...