Investment Portfolio Manager

About the RoleCNI Consulting Inc. is seeking a highly skilled Investment Counselor to join their team in a Camas, WA/Dallas, TX/Tampa, FL office. As an Investment Counselor, you will be responsible for providing exceptional service to high-net-worth clients, utilizing your financial expertise to deliver a specialized approach that focuses on their private...

Are you driven by the desire to make a meaningful difference? If you have a keen interest in understanding financial markets, portfolio oversight, and investment analysis, your expertise could enhance our capacity to facilitate effective portfolio management and assist clients in achieving their investment objectives.The Role:As an Investment Portfolio...

Are you driven by the desire to make a meaningful difference? Do you have a keen interest in understanding the complexities of financial markets, investment strategies, and portfolio analysis? Your expertise could enhance our capacity to facilitate our comprehensive portfolio management approach and assist clients in achieving their investment objectives.The...

Are you driven by the desire to make a meaningful difference? Do you have a keen interest in understanding the complexities of financial markets, investment strategies, and portfolio analysis? Your expertise and enthusiasm could enhance our capability to facilitate our comprehensive portfolio management approach and assist clients in achieving their...

Are you driven by the desire to make a meaningful difference? Do you have a keen interest in understanding the intricacies of financial markets, investment strategies, and portfolio analysis? Your expertise and enthusiasm could enhance our capability to facilitate our comprehensive portfolio management approach and assist clients in achieving their...

About the Role:Fisher Investments is seeking a highly skilled and experienced Investment Counsellor to join our team in the United States. As an Investment Counsellor, you will be responsible for providing exceptional client service and building strong relationships with high-net-worth clients in the UK.Key Responsibilities:Work closely with clients to...

About the RoleVoya Financial is seeking a highly skilled Portfolio Manager to join its Small Cap Growth Equity investment team. As a key member of the team, you will work closely with the Lead Portfolio Manager and Head of Small Cap to manage the small and mid cap growth portfolios.Key ResponsibilitiesSupport the Lead Portfolio Manager in daily portfolio...

About the RoleVoya Financial is seeking a highly skilled Portfolio Manager to join its Small Cap Growth Equity investment team. As a key member of the team, you will work closely with the Lead Portfolio Manager and Head of Small Cap to manage the small and mid cap growth portfolios.Key ResponsibilitiesSupport the Lead Portfolio Manager in daily portfolio...

Job TypeFull-timeDescriptionAldrich Wealth is a dynamic, fast-growing and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego...

Job OverviewPosition Summary: As an Investment Strategy Principal at AugmentJobs, you will be instrumental in shaping and executing our investment approach. Your role will involve leading thorough evaluation processes, fostering connections with entrepreneurs and industry leaders, and steering portfolio entities towards achieving their goals. This position...

About the RoleWe are seeking a highly skilled and experienced Portfolio Manager to join our Small Cap Growth Equity investment team at Voya Financial. As a key member of our team, you will be responsible for managing the small and mid cap growth portfolios, working closely with the Lead Portfolio Manager and Head of Small Cap.Key ResponsibilitiesSupport the...

Job DescriptionHacienda CDC, a leading community development corporation, is seeking a skilled Portfolio Manager to join our Real Estate Development & Management Team. As a key member of our team, you will play a crucial role in ensuring the success of our affordable housing portfolio.Key Responsibilities:Portfolio Oversight: Monitor and manage our...

About the OpportunityWe are seeking a highly skilled and experienced Portfolio Manager to join our team at Voya Financial. As a key member of our investment team, you will work closely with our Lead Portfolio Manager and Head of Small Cap to manage our small and mid cap growth portfolios.ResponsibilitiesConduct daily portfolio management and security...

Position Overview:As an Investment Advisor at Fisher Investments, you will represent our firm to a distinguished group of high-net-worth clients. Since our inception in 1995, we have honed a specialized methodology aimed at serving our private clientele effectively.Our organizational structure emphasizes the separation of sales and client service, allowing...

About the RoleWe are seeking a highly motivated and detail-oriented Investment Reporting Analyst to join our team at BMO. As a key member of our Portfolio Accounting and Reporting Team, you will play a critical role in maintaining accurate data on our portfolio accounting and performance reporting systems.Key ResponsibilitiesDeliver Timely and Accurate Data...

Job OverviewPosition: Assistant to Portfolio ManagerLocation: Portland, OR (100% Onsite)Company Overview: LHH Recruitment Solutions is collaborating with a reputable property management firm located in Portland, OR, to identify a committed Assistant to Portfolio Manager. This position presents a remarkable chance to play an essential role within a vibrant...

About the RoleFisher Investments is seeking a highly skilled and experienced UK Investment Counsellor to join our team in the United States. As a key member of our international team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK, providing them with expert investment advice and guidance.Key...

Position Overview The Ladders is collaborating with Raymond James Financial Services, Inc., a premier Broker/Dealer in the financial sector. Our shared mission is to deliver an outstanding client experience, fostering a successful investment program by guiding members in making informed investment and financial planning decisions. We take pride in our...

Exciting Career Opportunity: The role of Client Engagement Manager for Retirement Solutions is essential for cultivating and overseeing robust relationships with designated retirement plan clients. This position is pivotal in ensuring client satisfaction and fostering long-term value for both the clients and OneDigital Investment Advisors LLC. The...

Position Overview:We are in search of a seasoned Housing Portfolio Operations Manager. In this role, you will be instrumental in managing a varied portfolio of properties, which includes programs such as Housing and Urban Development (HUD), Local Innovation and Fast Track (Lift), Project Based Vouchers (PBV), Permanent Supportive Housing (PSH), and...