Financial Portfolio Manager

Job DescriptionThe Portfolio Manager is responsible for working directly with BOK Financial Private Wealth Inc. advisors to manage high net worth client accounts.Key ResponsibilitiesExperience with tracking and implementing client investment portfolios.Excellent decision-making capabilities with the ability to independently manage and interpret data with a...

About the RoleWe are seeking a highly skilled and experienced Portfolio Manager III to join our team at BOK Financial. As a key member of our Asset Based Lending (ABL) group, you will be responsible for managing a portfolio of ABL client relationships to ensure proper credit oversight, collateral and loan administration, and financial performance...

Job SummaryThe Portfolio Manager is responsible for working directly with BOK Financial Private Wealth Inc. advisors to manage high net worth client accounts.Key ResponsibilitiesExperience with tracking and implementing client investment portfolios.Excellent decision-making capabilities with the ability to independently manage and interpret data with a...

Job SummaryThe Portfolio Manager is responsible for working directly with BOK Financial Private Wealth Inc. advisors to manage high net worth client accounts.Key ResponsibilitiesExperience with tracking and implementing client investment portfolios.Excellent decision-making capabilities with the ability to independently manage and interpret data with a...

Job OverviewNNN Portfolio, LLC is dedicated to identifying and managing NNN Investment opportunities for our clientele. We strive to minimize entry barriers in commercial real estate, linking clients with lucrative investment options. Post-acquisition, we oversee the investment asset, enabling our clients to reap passive income effortlessly.Position...

About the RoleWe are seeking a highly skilled Financial Analyst to join our team at Janus Henderson Investors. As a key member of our Fixed Income research team, you will be responsible for providing investment recommendations and industry insight in the Financials sector.Key ResponsibilitiesConduct in-depth research to formulate investment recommendations...

Job OverviewMIG Real Estate Services, LLC is a prominent private investment firm located in Newport Beach, California, specializing in a diverse range of real estate assets. With a portfolio exceeding $3.2 billion, MIG focuses on multifamily, office, hotel, retail, and industrial properties primarily in the Western U.S. and Sun Belt regions. The firm...

Join Mercer Advisors, a leading firm in wealth management, committed to delivering exceptional financial services tailored to our clients' needs. With a robust portfolio exceeding $45 billion in assets, we proudly serve numerous families nationwide.Position: Portfolio Operations SpecialistOverview:The Portfolio Operations Specialist plays a crucial role in...

Job OverviewAre you interested in joining a rapidly expanding, employee-owned firm recognized as a premier workplace and a leader in property management?Atlas Real Estate, a prominent residential real estate brokerage and property management organization, is seeking a qualified Senior Portfolio Manager. With a robust portfolio exceeding 7,500 residential...

Energy and Utilities Portfolio ManagerPioneer Management Consulting is seeking a highly skilled Energy and Utilities Portfolio Manager to lead our team in delivering exceptional results for our clients.About the RoleLead and motivate a team of project managers and other staff in the day-to-day management of project safety, quality, schedule, cost control,...

Position OverviewCompany: Atlas Real EstateAre you interested in joining a rapidly expanding, employee-owned organization that has been recognized as one of the premier workplaces in the industry?We offer opportunities for professional growth, a flexible work environment, and a chance to be part of a vibrant and dedicated team.Atlas Real Estate, a...

Financial Operations ManagerWe are looking for a skilled and proactive Financial Operations Manager to enhance our vibrant startup atmosphere. In this role, you will oversee the financial activities of the organization, ensuring precision, compliance, and effectiveness in all accounting processes. This position reports directly to the Controller and requires...

Financial Operations ManagerWe are looking for a skilled and proactive Financial Operations Manager to thrive in our dynamic startup atmosphere. In this pivotal role, you will oversee the company's financial activities, ensuring precision, adherence to regulations, and effectiveness in all accounting operations. This position reports directly to the...

Property Accountant Role OverviewCompany Overview: We are a prominent capital management and real estate development organization with extensive experience in various sectors, including residential, industrial, office, and land development. We are currently in search of a skilled Property Accountant to enhance our Cherry Creek operations.Benefits: As part of...

Company Overview: Creative Financial Staffing is a well-established, family-oriented organization known for its commitment to excellence and community values. As the company expands, they are looking for a skilled Accounting Manager to oversee financial operations across various business units.Position Overview:Emphasis on a collaborative, family-like...

Position Overview:We are collaborating with a client seeking a skilled Property Accountant. The successful candidate will possess comprehensive experience in full-cycle property accrual accounting, encompassing accounts receivable, accounts payable, bank reconciliations, journal entries, general ledger review, and preparation of financial statements.Key...

Position Overview:The Private Wealth Banker plays a crucial role in managing and servicing a diverse portfolio of commercial and personal loans, which often involve intricate details. This position is also responsible for the comprehensive delivery of Deposit Services, Brokerage, Investment Management, Trust, and Insurance solutions tailored for affluent...

About the RoleIMA | Investment Management Associates is seeking a highly skilled Operations Associate to join our team. As an Operations Associate, you will play a critical role in supporting the day-to-day operations of our investment management business.Key ResponsibilitiesDevelop and maintain a deep understanding of our investment management systems and...

Job OverviewAre you interested in being part of a rapidly expanding, employee-owned organization that has received accolades from top media sources as one of the premier workplaces, a leading property management firm, and a top contender in the real estate sector?Do you seek opportunities for professional growth, a flexible work schedule, and a chance to...

Financial Systems and Analytics ManagerBecome a vital part of a dynamic and forward-thinking organization as the Financial Systems and Analytics Manager. This position provides the chance to oversee sophisticated ERP financial platforms and leverage your knowledge in Dynamics 365. You will be instrumental in maintaining optimal system functionality and...