Investment Portfolio Manager

6 days ago

Washington, United States NASP Southern California Chapter Full time
Job Description

Job Title: Portfolio Management Specialist

Job Summary:

We are seeking a highly skilled Portfolio Management Specialist to join our team at NASP Southern California Chapter. The successful candidate will be responsible for constructing and managing multi-asset portfolios, performing research and analysis on possible investment strategies, and collaborating with our capital markets and manager research teams to identify asset allocation opportunities.

Key Responsibilities:

  • Manage specific discretionary investment portfolios, including asset allocation, portfolio tilt implementation, investment manager selection, portfolio rebalancing, and trading.
  • Act as a key interaction point with clients, prospects, and external third parties to represent the firm, communicate investment ideas, and provide exceptional service.
  • Consistently work to make portfolio management processes and tools more efficient and scalable, identifying possible efficiencies and building solutions to eliminate them.
  • Ensure flawless portfolio management and trading with zero failures impacting clients.
  • Work as part of an integrated investment team, participating in the creation of intellectual capital and working closely with the broader investment team on creating new thinking around strategic asset allocation, shorter term tilting, and portfolio construction ideas.

Requirements:

  • Bachelor's Degree required.
  • CFA charter holder (or progression towards achieving the designation).
  • Master's Degree and CAIA highly desirable.
  • Strong technical capabilities and exceptional attention to detail.

Benefits:

  • Competitive salary range: $90,000 – $150,000 DOE.
  • 401(k) program with a company match.
  • Section 125 cafeteria plan.
  • Annual discretionary bonus.
  • CFA and other professional certifications sponsorship.
  • Parental leave.
  • 13 paid holidays.
  • 15 days of paid time off the first year of employment.

About Us:

NASP Southern California Chapter is an independent, institutional investment consulting firm dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams and encourage our employees to bring their authentic and best selves to work.

  • Investment Portfolio Manager

    2 weeks ago

    Washington, United States ICMA-RC Full time

    Join a dynamic team at ICMA-RC, a leader in financial services dedicated to providing retirement solutions for public sector employees. ICMA-RC is committed to delivering portable retirement benefits, allowing employees to seamlessly transfer their accumulated retirement assets between various employers. With a robust participant base and numerous retirement...

  • Senior Investment Portfolio Strategist

    2 weeks ago

    Washington, United States ICMA-RC Full time

    Join a dynamic organization with ICMA-RC, a leader in financial services focused on retirement solutions for public sector employees. ICMA-RC is dedicated to providing flexible retirement benefits that allow for the seamless transfer of accumulated assets across various employers. Currently, ICMA-RC manages a substantial number of participant accounts and...

  • Chief Investment Portfolio Strategist

    2 weeks ago

    Washington, United States The World Bank Group Full time

    (Chief) Chief Investment Portfolio Strategist Organization:World Bank GroupSector:Financial Sector Grade:GHTerm Duration: 3 years Recruitment Type:International Recruitment Location:Washington, DC, United States Required Language(s): English Preferred Language(s): French, Spanish, Portuguese DescriptionThe World Bank Group is a leading global development...

  • IT Investment Portfolio Analyst

    2 weeks ago

    Washington, Washington, D.C., United States A1FED, Inc. Full time

    Position OverviewA1FED, Inc. is seeking an experienced IT Investment Portfolio Analyst to support our Federal Government initiatives. The successful candidate will possess a strong background in the following areas:Business Case FormulationPortfolio OversightAcquisition Strategy and ExecutionProgram OversightCapital Planning and Investment Control...

  • Investment Portfolio Specialist

    2 weeks ago

    Washington, United States Andrews & Cole, LLC Full time

    Position Overview:Andrews & Cole, LLC is looking for an Investment Portfolio Specialist to enhance the Finance and Operations team’s initiatives.In this role, the successful candidate will collaborate with senior leadership to conduct comprehensive financial performance evaluations at both property and fund levels. Responsibilities will include maintaining...

  • Portfolio Manager

    1 month ago

    Washington, United States ICMA-RC Full time

    Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between...

  • Portfolio Manager

    2 months ago

    Washington, United States ICMA-RC Full time

    Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between...

  • Investment Portfolio Supervisor

    2 weeks ago

    Washington, Washington, D.C., United States RER Solutions, Inc. Full time

    Job OverviewAre you seeking a workplace that values your individuality and provides outstanding leadership? RER Solutions, Inc. is currently looking for a Portfolio Manager to enhance our dedicated team.The Portfolio Manager will deliver both onsite and remote leadership services to the Department of Energy's Loan Programs Office, specifically within the...

  • Investment Portfolio Supervisor

    1 week ago

    Washington, Washington, D.C., United States RER Solutions, Inc. Full time

    Job OverviewRER Solutions, Inc. is seeking a dedicated Portfolio Manager to enhance our exceptional team. This role involves delivering both onsite and remote leadership to the Department of Energy's Loan Programs Office, specifically within the Division of Portfolio Management.Key ResponsibilitiesGenerate detailed monitoring reports on the performance of...

  • Investment Portfolio Supervisor

    2 weeks ago

    Washington, United States RER Solutions Full time

    Job TypeFull-timePosition OverviewAre you looking to join a company that values its employees and fosters a supportive work environment? RER Solutions, Inc. is currently seeking a dedicated Portfolio Manager to enhance our exceptional team. This role involves providing both onsite and remote leadership to the Department of Energy's Loan Programs Office's...

  • IT Portfolio Management Lead

    2 weeks ago

    Washington, Washington, D.C., United States Guidehouse Full time

    Job Family : Technology Consulting Travel Required : Up to 10% Clearance Required : Ability to Obtain Public Trust Key Responsibilities : Act as the principal Subject Matter Expert (SME) facilitating communication between program offices and the Office of the Chief Information Officer (OCIO) regarding IT resource requirements, challenges, and...

  • Project Manager

    11 hours ago

    WASHINGTON, United States Guidehouse Full time

    Job Family:Technology ConsultingTravel Required:Up to 10%Clearance Required:Ability to Obtain Public TrustWhat You Will Do:Serve as primary Subject Matter Expert (SME) through which program offices communicate information technology (IT) resource needs, challenges, and future plans to the Office of the Chief Information Officer (OCIO)Analyze and evaluate...

  • Federal Contracting CPIC

    3 months ago

    Washington, United States A1FED, Inc. Full time

    Job DescriptionJob DescriptionA1FED is looking for a CPIC/ IT Investment Portfolio Specialist for our Federal Government contract in Washington DC. The ideal candidate will have experience in the following:Business Case DevelopmentPortfolio ManagementAcquisition Strategy, Implementation and Contract AdministrationProgram ManagementCapital Planning and...

  • Lead for Portfolio and Platform Management

    2 weeks ago

    Washington, United States The Judge Group Full time

    About The Judge Group The Judge Group is a prominent nonprofit organization dedicated to combating poverty, disease, and inequality globally. Our foundation is built on the belief that every individual, regardless of their background, deserves the opportunity to lead a healthy and productive life. We are committed to fostering a diverse workforce that...

  • Senior IT Portfolio Manager

    4 hours ago

    Washington, DC, United States Guidehouse Full time

    About the RoleGuidehouse is seeking a highly skilled Senior IT Portfolio Manager to join our team. As a key member of our organization, you will be responsible for managing and analyzing IT portfolio investments, evaluating project performance, and providing actionable insights to senior officials.Key ResponsibilitiesIT Portfolio Management: Serve as the...

  • Portfolio Analyst

    4 days ago

    Washington, Washington, D.C., United States The Rock Creek Group Full time

    About the RoleThe Rock Creek Group is seeking a highly skilled Portfolio Analyst to join its Operations Team. As a key member of the team, you will play a critical role in ensuring the accuracy of portfolio valuations, performance reports, and investment transactions.Key ResponsibilitiesPortfolio Reconciliation: Perform daily and monthly reconciliation of...

  • Investment Analyst

    3 weeks ago

    Washington, United States The World Bank Group Full time

    The Investment Analyst will have responsibilities for specific individual tasks and for working as an integral part of the team in executing TREQAs work program. The primary responsibilities will focus in the areas of portfolio analytics, investment Investment, Analyst, Performance, Asset Manager, Banking, Technology, Management, Portfolio

  • Senior IT Portfolio Manager for Government Services

    2 weeks ago

    Washington, United States Sharp Solutions, Inc. Full time

    At Sharp Solutions, Inc., our principles are vital to our organizational identity and play a crucial role in shaping our daily operations, all aligned with our overarching mission and vision. We are dedicated to:Encouraging a Culture of Creativity and Innovation:We recognize that every team member brings unique talents to the table. Our environment nurtures...

  • Renewable Energy, Portfolio Management Associate

    3 months ago

    Washington, United States Thor Companies Full time

    Associate and Senior Associate required by a renewable energy investment firm based in the DC area. They have $10+ billion aum and are growing with offices based in Washington, DC and New York.The role• Portfolio management & analytics• Performance review of investments• Building and managing financial models, analyzing economics & risk• Work...

  • IT Portfolio Senior Manager-DHS

    2 weeks ago

    Washington, United States Sharp Solutions, Inc. Full time

    SSi has principals that are an integral part of the organizations characteristic and are fundamentally essential to the shaping of everyday activities that connect to our broader mission and vision. As an organization SSi is committed to: Foster a culture of innovative and out of the box thinking: We fundamentally understand that each employee has...