Current jobs related to Investment Portfolio Assistant Manager - Newport Beach, California - Redline Associates, Inc.

  • Investment Portfolio Manager

    1 week ago

    Newport Beach, California, United States beBee Careers Full time

    Job Summary:The Investment Portfolio Manager is a critical role within our Financial Reporting and Accounting team. This position requires a subject matter expert in Investment Accounting with the demonstrated ability to direct subordinate managers and professional staff to complete core deliverables.As a key member of our team, you will provide strategic...

  • Senior Portfolio Manager

    6 days ago

    Newport Beach, California, United States beBee Careers Full time

    About the RoleThe Senior Portfolio Manager - Investment Analytics will be responsible for leading the development and implementation of investment strategies. This role requires a deep understanding of financial markets and instruments, as well as excellent analytical and communication skills.Lead the development and implementation of investment strategies,...

  • Investment Portfolio Analyst

    2 weeks ago

    Newport Beach, California, United States beBee Careers Full time

    Portfolio ManagementWe are seeking a highly skilled Investment Portfolio Analyst to join our Financial Reporting and Accounting team. The successful candidate will be responsible for analyzing and interpreting financial data to identify trends and opportunities for improvement in our investment portfolios. This role requires strong analytical skills,...

  • Investment Portfolio Manager

    4 days ago

    Redondo Beach, California, United States beBee Careers Full time

    Job Description">We are seeking a highly skilled Investment Portfolio Manager to join our team.About the Role">This is a key position in our organization, responsible for managing investment portfolios and providing exceptional customer service.The successful candidate will be responsible for assisting financial advisors and portfolio managers with...

  • Senior Director of Investment and Portfolio Management

    5 days ago

    Newport Beach, California, United States beBee Careers Full time

    Job SummaryWe are seeking an experienced Senior Director to lead our investment research and portfolio management team. This key role will be responsible for generating in-depth market insights, providing portfolio and risk management analysis, and supporting investment decisions.

  • Senior Director, Portfolio Analytics and Investment Risk

    3 weeks ago

    Newport Beach, California, United States Aristotle Capital Management, LLC Full time

    With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management...

  • Senior Director, Portfolio Analytics and Investment Risk

    3 weeks ago

    Newport Beach, California, United States Aristotle Capital Management Full time

    With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management...

  • Investment Portfolio Analyst

    2 weeks ago

    Newport Beach, California, United States beBee Careers Full time

    Job Description:The position is responsible for analyzing client portfolios and providing actionable investment insights to help clients make informed decisions. The successful candidate will have a deep understanding of financial markets, macroeconomics, and investment finance.This role requires collaboration with Account Management, Analytics, and Product...

  • Senior Director, Portfolio Analytics and Investment Risk

    6 days ago

    Newport Beach, California, United States Aristotle Full time

    Senior Director, Portfolio Analytics and Investment Risk - Aristotle Pacific Capital Join to apply for the Senior Director, Portfolio Analytics and Investment Risk - Aristotle Pacific Capital role at Aristotle Senior Director, Portfolio Analytics and Investment Risk - Aristotle Pacific Capital Join to apply for the Senior Director, Portfolio Analytics...

  • Senior Director, Portfolio Analytics and Investment Risk

    2 weeks ago

    Newport Beach, California, United States Aristotle Capital Management Full time

    Who We Are:With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio...

Investment Portfolio Assistant Manager

3 weeks ago

Newport Beach, California, United States Redline Associates, Inc. Full time
Job Description

In this Investment Portfolio Assistant Manager role, you will support the Product Associate in delivering portfolio solutions for clients, focusing on data/information coordination and analysis to optimize the effectiveness of the Fixed Income Product Strategy team.

Key responsibilities include working with the product strategy team to prioritize opportunities, following up with Account Managers to ensure continued connectivity and sustained involvement with clients, performing detailed portfolio research and quantitative analysis using various tools, and creating reports on a regular basis.

  • Risk management, attribution, market commentary, and product analysis reports.
  • New product and fund development.
  • Internal resource for client servicing and marketing groups.
  • Ad-hoc research projects.
  • Marketing materials creation.
  • RFP assistance.