Portfolio Management Specialist

4 weeks ago


Philadelphia, Pennsylvania, United States Glenmede Full time
Job Summary

Glenmede is seeking a skilled Portfolio Management Specialist to join our team. As a key member of our Portfolio Management group, you will be responsible for providing comprehensive investment advice and management to our private clients.

Key Responsibilities:

  • Develop and implement investment plans for clients, aligned with Glenmede's best thinking and practices.
  • Formulate client investment objectives, create Investment Policy Statements, and develop asset allocation strategies.
  • Monitor and maintain client portfolios to ensure alignment with their wealth objectives.
  • Collaborate with other professionals to provide integrated wealth management solutions.

Requirements:

  • Bachelor's degree required.
  • Minimum of ten years' experience in Investment Management with a focus on Portfolio Management.
  • Strong knowledge of and interest in the Capital Markets.
  • Ability to work with private clients in a collaborative team-based environment.

About Glenmede:

Glenmede is a leading investment management firm with a commitment to providing exceptional service to our clients. We offer a competitive compensation package, including a comprehensive benefits program and opportunities for professional growth and development.



  • Philadelphia, Pennsylvania, United States Brown Brothers Harriman Full time

    Job DescriptionJob Title: Client Portfolio ManagerJob Summary: We are seeking a highly skilled Client Portfolio Manager to join our Investment Team. The successful candidate will be responsible for representing our multi-asset class investment portfolios with our clients and prospects.Key Responsibilities:Represent our investment strategies and overall...


  • Philadelphia, Pennsylvania, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a highly skilled Senior Client Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for constructing and managing institutional multi-asset class portfolios for our clients.Key ResponsibilitiesDevelop and implement portfolio strategies that align with client goals and risk...

  • Portfolio Manager

    4 weeks ago


    Philadelphia, Pennsylvania, United States CAMCO Property Management Full time

    Job Title: Property ManagerAbout the Role:We are seeking a skilled Property Manager to oversee multiple condominium and homeowner's associations in Philadelphia, PA. This position is a hybrid role requiring 3 days on-site and 2 days remote. The ideal candidate will have experience in community management, specifically in Condominiums, and possess strong...

  • Portfolio Manager III

    4 weeks ago


    Philadelphia, Pennsylvania, United States Bank of America Full time

    Job Summary:The Portfolio Manager III is a senior-level position responsible for managing complex individual and family client relationships for high net worth clients. The ideal candidate will have a minimum of 10-15 years of investment decision making and financial consulting experience.Key Responsibilities:Oversee completion of investment policy...


  • Philadelphia, Pennsylvania, United States Clear Channel Communications, Inc. Full time

    Job SummaryClear Channel Outdoor seeks a skilled Disability Representative to manage its lease portfolio and develop new inventory opportunities. The ideal candidate will have extensive knowledge of real estate principles and practices, with a focus on field work, lead generation, and negotiations.Key ResponsibilitiesNegotiate favorable lease renewals to...


  • Philadelphia, Pennsylvania, United States M&T Bank Full time

    Job SummaryThe Senior Portfolio Manager II - Commercial Credit role is responsible for evaluating and determining the credit risks of largest, most complex and/or specialized commercial real estate clients through detailed financial statement analysis, industry assessment, collateral valuation, cash flow analysis and the ability to repay annual debt...

  • Investment Officer

    1 month ago


    Philadelphia, Pennsylvania, United States City of Philadelphia Full time

    Job SummaryWe are seeking an Investment Officer to join our team at the City of Philadelphia Board of Pensions and Retirement. The successful candidate will be responsible for performing financial analysis in public and private markets, and will report directly to the Deputy Chief Investment Officer.Key ResponsibilitiesPortfolio structuring within assigned...


  • Philadelphia, Pennsylvania, United States Clear Channel Communications, Inc. Full time

    Clear Channel Communications, Inc. is seeking a highly skilled Real Estate Representative to join our team. As a key member of our team, you will be responsible for managing our lease portfolio, negotiating favorable lease renewals, and developing new inventory opportunities.Key Responsibilities:Negotiate lease renewals and rental reductions to maximize...


  • Philadelphia, Pennsylvania, United States nVent Management Company Full time

    About the Role:nVent Management Company is seeking a highly skilled Electrical Solutions Specialist to join our team. As a key member of our organization, you will play a critical role in providing technical expertise and support to our customers.Key Responsibilities:Serve as a domain authority for nVent Data Solutions products, providing technical...


  • Philadelphia, Pennsylvania, United States Tailored Management Full time

    Job Summary We are seeking a highly skilled and experienced Administrative Support Specialist to join our team at Tailored Management. As an Administrative Support Specialist, you will provide administrative support to the Technology Experience Services Managing Director, ensuring the smooth operation of the office and contributing to the success of our...


  • Philadelphia, Pennsylvania, United States Odin Management Full time

    Job SummaryA professionally owned and managed property management company, Odin Management, is seeking a Senior Property Management Accountant to oversee and manage the financial operations related to a regional residential property portfolio. The ideal candidate will have extensive experience in real estate accounting, a strong analytical mindset, and...


  • Philadelphia, Pennsylvania, United States Nandail Property Management Full time

    Job Title: Maintenance SpecialistCompany Overview:Nandail Property Management is a leading provider of property management and facility maintenance solutions for residential and commercial properties. We are dedicated to delivering exceptional services while upholding the highest standards of quality and professionalism.Position Overview:We are seeking...


  • Philadelphia, Pennsylvania, United States Management Recruiters International Full time

    Job Title: Dental Hygiene SpecialistLocation: Philadelphia, Pennsylvania AreaJob Summary:We are seeking a skilled Dental Hygiene Specialist to join our team at Management Recruiters International. As a key member of our dental care team, you will be responsible for conducting comprehensive oral exams and assessments of patients' oral...


  • Philadelphia, Pennsylvania, United States The Dignify Solutions LLC Full time

    Deliver Business Value with Our TeamWe are seeking a highly skilled Business Transformation Specialist to join our team at The Dignify Solutions LLC. As a key member of our team, you will be responsible for bringing retail industry knowledge, best practices, innovation, and cutting-edge technology to our clients in the BFSI industry.Key Responsibilities:To...


  • Philadelphia, Pennsylvania, United States SBM Management Services Full time

    At SBM Management Services, we're seeking a skilled Facilities Maintenance Specialist to join our team. Key responsibilities include:Key Responsibilities:Perform floor care, including vacuuming, mopping, and carpet spottingConduct surface care, such as dusting, sanitizing, and polishingEmpty trash and recycle bins, and transport waste to designated...


  • Philadelphia, Pennsylvania, United States Abbott Full time

    Job SummaryWe are seeking a highly skilled Clinical Specialist I, CPT to join our team at Abbott. As a Clinical Specialist, you will provide technical clinical expertise and support to colleagues, current customers, and potential customers in the Chronic Pain Therapies space.Key ResponsibilitiesProvide technical, clinical, and programming assistance to...


  • Philadelphia, Pennsylvania, United States Chubb Full time

    Key Responsibilities:Soliciting New Business: Engage with brokers to secure new and renewal submissions, ensuring timely and accurate processing.Underwriting Complex Risks: Determine terms and conditions, as well as develop and implement complex rating plans to mitigate risk.Coverage Binding: Effectively bind coverage, ensuring seamless transitions and...


  • Philadelphia, Pennsylvania, United States Odin Management Full time

    Job SummaryOdin Management is seeking a dedicated and reliable Facilities Maintenance Specialist to maintain a clean and orderly environment for our community. As a key member of our team, you will be responsible for performing a variety of cleaning tasks to keep our offices and facilities in top condition.ResponsibilitiesWalk and inspect community grounds...


  • Philadelphia, Pennsylvania, United States Designblendz Full time

    Job Title: Accounts Receivable SpecialistAt Designblendz, we are seeking a detail-oriented and proactive Accounts Receivable Specialist to join our team on a part-time basis. This role is crucial for maintaining our financial health by ensuring timely collection of payments, managing the accounts receivable ledger, and performing general accounting tasks to...

  • Trust Officer

    4 weeks ago


    Philadelphia, Pennsylvania, United States gpac Full time

    We are seeking a seasoned trust officer to provide investment management and fiduciary services to high-net-worth clientele.As a trust officer, you will be responsible for managing personal trust accounts and estates, as well as developing customized solutions to assist clients in meeting their wealth management goals.Key Responsibilities:Administer...