Investment Portfolio Manager
4 days ago
{"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": "Conduct thorough investment manager due diligence to ensure alignment with our investment objectives."}, {"li": "Create comprehensive proposal reports to present to the Investment Committee."}, {"li": "Collaborate with internal teams to deliver timely recommendations and communicate with external partners as needed."}, {"li": "Present investment findings to the Investment Committee and maintain and enhance statistical models to inform investment decisions."}, {"li": "Utilize Microsoft Office and basic programming skills proficiently to support investment analysis and portfolio management."}], "h2": "Requirements", "ul": [{"li": "Bachelor's degree in economics, finance, accounting, or computer science."}, {"li": "0-3 years of financial services experience."}, {"li": "CFA Level I candidate at minimum."}, {"li": "Series 66 or 65 FINRA License."}, {"li": "Excellent communication skills and a proactive problem-solving approach."}, {"li": "Proficiency in Microsoft Office."}], "h2": "Benefits", "ul": [{"li": "401(k) Available with company match."}, {"li": "Medical, dental, and vision coverage for employees and family."}, {"li": "Generous paid time off policy."}, {"li": "Starting at $60,000 annually, based on experience and qualifications."}]
-
Investment Portfolio Manager
3 weeks ago
Austin, Texas, United States UTIMCO Full timeAbout the RoleUTIMCO's Public Equity team is seeking a highly skilled and motivated Senior Analyst or Associate to join their team. As a key member of the team, you will be responsible for assisting with analysis and research to support the management of UTIMCO's public equity investments.Key ResponsibilitiesPerformance Monitoring: Monitor and create reports...
-
Investment Portfolio Strategist
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob DescriptionJob Title: Portfolio ManagerOverview: The Portfolio Manager is tasked with overseeing and enhancing investment portfolios to meet clients' financial aspirations and optimize returns. This position requires the formulation of investment strategies, performing market analysis, and executing well-informed investment choices. The ideal candidate...
-
Investment Portfolio Strategist
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob DescriptionJob Title: Portfolio ManagerPosition Overview: The Portfolio Manager is tasked with overseeing and enhancing investment portfolios to meet clients' financial aspirations and optimize returns. This position requires the formulation of investment strategies, execution of market analysis, and making well-informed investment choices. The...
-
Senior Investment Portfolio Manager
3 weeks ago
Austin, Texas, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Investment Manager to join our team at BOK Financial. As an Investment Manager, you will be responsible for managing complex investment portfolios for our clients, providing expert financial advice, and driving business growth.Key ResponsibilitiesDevelop and implement investment strategies for...
-
Lead Investment Portfolio Analyst
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Lead Investment Portfolio AnalystPosition Summary: The Lead Investment Portfolio Analyst is tasked with overseeing and evaluating investment portfolios to enhance performance and meet financial targets. This position requires thorough analysis of portfolio assets, formulating investment strategies, and delivering insights and...
-
Lead Investment Portfolio Strategist
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Lead Investment Portfolio StrategistPosition Summary: The Lead Investment Portfolio Strategist is tasked with overseeing a substantial investment portfolio, with an emphasis on enhancing returns while effectively managing risks in accordance with the organization's strategic objectives. This position requires the formulation and...
-
Lead Investment Portfolio Analyst
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Lead Investment Portfolio AnalystRole Summary: The Lead Investment Portfolio Analyst plays a crucial role in evaluating and overseeing investment portfolios to maximize returns and meet financial targets. This position requires comprehensive research, the formulation of investment strategies, and the provision of insights and...
-
Experienced Investment Portfolio Manager
4 weeks ago
Austin, Texas, United States BOK Financial Full timeReq ID: 74047 Location: Various Locations Areas of Interest: Investment Management Pay Transparency Salary Range: Not Available BOK Financial, a prominent financial services holding company based in Tulsa, Oklahoma, has a rich history of over a century and operates across multiple states, providing diverse financial solutions. Bonus Type Formula Based...
-
Investment Portfolio Supervisor
4 weeks ago
Austin, Texas, United States Farm Credit Bank of Texas Full timeJob OverviewAbout Us:Farm Credit Bank of Texas is a prominent wholesale financial institution with a robust history of over a century in supporting agriculture and rural communities across America. Our headquarters is located in Austin, Texas, where we provide essential funding and services to rural lending associations across multiple states, actively...
-
Portfolio Management Leader
3 weeks ago
Austin, Texas, United States Augment Jobs Full timeJob Title: Director of Asset ManagementJob Overview:We are seeking a seasoned and strategic Director of Asset Management to oversee the management and optimization of our investment portfolio at Augment Jobs. The Director of Asset Management will be responsible for developing and executing strategies to maximize the performance of our assets, ensuring...
-
Junior Portfolio Management Specialist
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition: Investment Portfolio AssociateAs an Investment Portfolio Associate, you will play a crucial role in the stewardship and enhancement of client investment portfolios. Collaborating closely with senior portfolio managers, your responsibilities will include portfolio evaluation, asset distribution, and the formulation of investment...
-
Quantitative Portfolio Manager
1 day 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...
-
Senior Portfolio Manager
4 weeks ago
Austin, Texas, United States NAPFA Consumer Group Full timePosition Overview: NAPFA Consumer Group is in search of a seasoned senior portfolio manager to enhance our wealth management division. We seek an investment-oriented professional who will oversee portfolio strategies at a strategic level, while primarily engaging with current and potential clients about investment principles, market conditions, and...
-
Investment Manager
4 hours ago
Austin, Texas, United States Escalate Capital Full timeSenior Investment ProfessionalJoin Escalate Capital Partners, a leading institutionally-backed growth capital firm, in a dynamic role that requires expertise in late-stage mezzanine investing.Key Responsibilities:Identify and evaluate investment opportunities in enterprise SaaS/software, tech-enabled services, and healthcare companiesConduct thorough due...
-
Portfolio Management Analyst
3 weeks ago
Austin, Texas, United States The Amherst Group Limited Full timeJob DescriptionThe Amherst Group Limited is seeking a highly motivated and detail-oriented Portfolio Management Analyst to join its Merchant Banking business unit. As a key member of the team, you will play a crucial role in strategic modeling and capital planning, collaborating closely with various functions to drive business growth and optimize portfolio...
-
Portfolio Management Analyst
2 weeks ago
Austin, Texas, United States The Amherst Group Limited Full timeJob DescriptionThe Amherst Group Limited is seeking a highly motivated and detail-oriented Portfolio Management Analyst to join its Merchant Banking business unit. As a key member of the team, you will play a crucial role in strategic modeling and capital planning, collaborating closely with various functions to drive business growth and optimize portfolio...
-
Quantitative Portfolio Manager
15 minutes 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...
-
Investment Analyst
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Investment AnalystRole Summary: As an Investment Analyst at AugmentJobs, you will be instrumental in assisting the investment team by performing comprehensive research, evaluating financial metrics, and aiding in the oversight of investment portfolios. Your contributions will be vital in pinpointing investment prospects, tracking...
-
Investment Portfolio Manager
4 weeks ago
Austin, Texas, United States Charles Schwab Full timeFinancial Services Career OpportunityAt Charles Schwab, we are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our organization, you will play a vital role in helping clients achieve their financial goals.About the RoleProvide exceptional client service and support through...
-
Lead Investment Strategist
4 weeks ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Senior Investment ManagerRole Summary: The Senior Investment Manager plays a crucial role in directing and supervising investment portfolios to maximize returns and fulfill financial objectives. This position entails formulating investment tactics, performing market evaluations, and executing high-level investment choices to...