Investment Portfolio Manager

1 week ago


Étreux, Hauts-de-France, United States Fanning Personnel Full time

Job Summary
We are seeking a skilled Investment Portfolio Manager to join our team at Fanning Personnel. As an Investment Portfolio Manager, you will be responsible for investing account assets according to the Investment Policy Statement (IPS). You will primarily use mutual funds or ETFs, and occasionally trade individual fixed income and equity instruments. Your responsibilities will include organizing trade activity based on account-specific requirements, taxability, and account groupings.

About the Role
This is a dynamic role that requires strong analytical and problem-solving skills. You will work closely with client advisors and the investment team to develop strategies to close deviations from target asset allocation. You will also assist in portfolio transition management, tracking progress against client-level capital gains budgets.

Responsibilities
* Invest account assets according to the IPS
* Organize trade activity based on account-specific requirements, taxability, and account groupings
* Place trade orders received from client advisors or received on rebalancing system
* Monitor and upload daily trade files
* Complete trade reconciliation in collaboration with client service team
* Resolve trading issues with client advisors and/or custodians
* Process non-rebalancing system trades
* Work with investment team to process firm-wide directed trades
* Run and update portfolio models to rebalance at advisor's request
* Run weekly rebalancing maintenance reports for model assignment review
* Discretionary review of cash to invest/cash to raise
* Update/maintain models/settings as needed in rebalancing system
* Monitor accounts for deviations from target asset allocation, working collaboratively with client advisors and the investment team to develop strategy to close deviations
* Assist in portfolio transition management, tracking progress against client-level capital gains budgets
* Update periodic reports summarizing capital market valuations/trends across all asset classes
* Provide performance monitoring and analytical materials related to mutual fund holdings and prospective holdings
* Perform ad hoc equity or fixed income analysis requests
* Create, update and monitor reports which analyze current model portfolio attributes

Qualifications
* Bachelor's Degree required
* 2-4 years related mutual fund and ETF trading experience
* Working knowledge of investments and investment analytics
* Proficiency in Microsoft Office Suite (Outlook, Word, Excel and PowerPoint), familiarity with Tamarac, YCharts or Morningstar desirable
* Advanced Excel skills
* High standards of quality and attention to detail
* Ability to organize, prioritize and handle multiple tasks
* Ability to work under pressure and meet deadlines
* Ability to work independently and cooperatively in a team environment
* Estimated salary: $60,000 - $80,000 per year



  • Étreux, Hauts-de-France, United States Fanning Personnel Full time

    **About the Role:** We are seeking a highly skilled and detail-oriented Investment Portfolio Manager to join our team at Fanning Personnel. This individual will be responsible for managing investment portfolios, analyzing market trends, and making informed decisions to optimize returns.Key Responsibilities:Manage investment portfolios to achieve optimal...


  • Étreux, Hauts-de-France, United States Partners Capital Full time

    Partners Capital is a rapidly growing investment firm with a presence in Boston. We seek an experienced Investment Portfolio Manager to join our team.Key Responsibilities:Leverage insights from our Central Research and Asset Class teams to develop recommendations for client portfolio asset allocation and external manager selection.Monitor portfolio exposures...


  • Étreux, Hauts-de-France, United States Liberty Mutual Full time

    About the RoleWe are seeking an experienced Investment Portfolio Manager to join our team as a CLO Trader. This role will involve utilizing knowledge of CLO structures and capital markets to identify profitable trading opportunities within the CLO capital stack and support execution of the CLO investment strategy.The successful candidate will work closely...


  • Étreux, Hauts-de-France, United States Fanning Personnel Full time

    At Fanning Personnel, we are seeking an Investment Portfolio Manager to join our team. This role offers a competitive salary of $120,000 - $180,000 per year, depending on experience.Fannie Mae Job Summary: The Investment Portfolio Manager is responsible for working closely with investment teams and business professionals to contribute to efforts centered on...


  • Étreux, Hauts-de-France, United States MFS Investment Management Full time

    Job SummaryWe are seeking an Equity Investment Associate to join our team at MFS Investment Management. This role will focus on supporting the development of investment strategies and portfolio performance analysis.About MFSMFS is a global investment management company that prioritizes creating better outcomes for our clients, employees, and communities. Our...


  • Étreux, Hauts-de-France, United States Selby Jennings Full time

    Seeking a highly skilled Senior Portfolio Investment Manager to join our Performance team at Selby Jennings in Boston. Our client is a renowned quantitative investment manager known for its exceptional asset management capabilities, having quadrupled its Assets under Management over the last decade.Key Responsibilities:Perform thorough portfolio investment...


  • Étreux, Hauts-de-France, United States State Street Corporation Full time

    We are seeking a highly skilled Senior Portfolio Manager to join our Investment Solutions Group (ISG) at State Street Global Advisors. As a key member of our team, you will be responsible for managing complex multi-asset investment strategies for our US institutional and wealth management clients.About the RoleThe successful candidate will have hands-on...


  • Étreux, Hauts-de-France, United States Atlantic Group Full time

    About Us">The Atlantic Group is a leading organization in the investment industry, and we're seeking an exceptional Investment Operations Specialist to join our team in Boston, MA.">Salary: $85,000 - $100,000/year + bonus">Job Summary">We're looking for a detail-oriented and organized individual to oversee operational activities for alternatives sub-advisory...


  • Étreux, Hauts-de-France, United States Wellington Management Full time

    About the RoleThe PositionWe are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration...


  • Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full time

    About Wellington Management Company, LLPWellington Management Company, LLP offers a wide range of comprehensive investment management services. Our solutions cater to the unique needs of institutional clients across 60 countries, drawing on our robust proprietary research and collaborative culture that encourages independent thought and healthy debate.About...

  • Investment Strategist

    4 weeks ago


    Étreux, Hauts-de-France, United States MFS Investment Management Full time

    At MFS Investment Management, we are dedicated to building a diverse and inclusive workplace. We believe that our employees' unique perspectives and experiences drive innovation and success.About the RoleWe are seeking an experienced Investment Strategist - Equity Associate to join our team. This role is responsible for supporting the Investment Team in...


  • Étreux, Hauts-de-France, United States MFS Investment Management Full time

    About MFS Investment ManagementMFS Investment Management is a company that values its employees and prioritizes their well-being. Our culture supports collaboration, encouraging professionals to work together to achieve better outcomes.Role OverviewThis position involves working as part of the global research team to develop investment recommendations for US...

  • Portfolio Manager

    2 weeks ago


    Étreux, Hauts-de-France, United States Fanning Personnel Full time

    Job Title: Portfolio ManagerEstimated Salary: $120,000 - $180,000 per annum.About Fanning Personnel:We are a leading financial services company seeking an experienced Portfolio Manager to join our team. In this role, you will work closely with our Investment Directors and business professionals to contribute to the development of new investment strategies...


  • Étreux, Hauts-de-France, United States MFS Investment Management Full time

    At MFS Investment Management, we foster a culture that supports our employees in excelling at what they do best. Our collaborative environment enables us to achieve better outcomes by valuing the strongest idea over individual opinions. We prioritize people and demonstrate care for our community and colleagues, recognizing the positive impact of our work on...


  • Étreux, Hauts-de-France, United States Rockland Trust Full time

    Job Overview:This is an exciting opportunity to join Rockland Trust as an Investment Portfolio Analyst. In this role, you will be responsible for developing and maintaining detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideas. You will also mentor and develop junior members of the research team.


  • Étreux, Hauts-de-France, United States MFS Investment Management Full time

    Role OverviewMFS Investment Management is seeking a highly skilled Investment Research Specialist to join our global research team in the fixed income division. In this role, you will be responsible for developing investment recommendations within assigned US high yield sectors for the fixed income portfolios managed by MFS.About MFSMFS is a leading global...


  • Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full time

    Company OverviewWellington Management Company, LLP offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions are tailored to the unique return and risk objectives of institutional clients in more than 60 countries. We draw on a robust body of proprietary research and a...


  • Étreux, Hauts-de-France, United States MFS Investment Management Full time

    Opportunity at MFS Investment ManagementWe are seeking a highly skilled and experienced professional to join our global research team as a High Yield Fixed Income Investment Specialist. This is an exciting opportunity to work with a talented group of investment professionals who share a passion for delivering exceptional results.About the RoleAs a High Yield...


  • Étreux, Hauts-de-France, United States Liberty Mutual Insurance Full time

    Company OverviewLiberty Mutual Investments (LMI) is a global financial institution that manages Liberty Mutual Insurance Group's assets across various domains. With approximately $100 billion in Assets Under Management and a team of over 300 professionals located in Boston, MA, and New York, NY, LMI offers a unique blend of a boutique investment firm and the...


  • Étreux, Hauts-de-France, United States Summit Partners Full time

    About UsAt Summit Partners, we aim to be the go-to investment partner for exceptional companies and talent. With a rich history spanning four decades, our team invests in growth sectors across various industries, including technology, healthcare, and financial services. Our portfolio boasts over 550 companies, with more than 160 public equity offerings and...