Portfolio Management Associate
1 week ago
IMA | 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 Responsibilities- Develop and maintain a deep understanding of our investment management systems and processes.
- Provide exceptional support to our portfolio management team, including trade execution, portfolio reconciliation, and account maintenance.
- Collaborate with our operations team to ensure seamless execution of daily tasks and projects.
- Identify and implement process improvements to increase efficiency and reduce risk.
- Develop and maintain strong relationships with our clients and internal stakeholders.
- Bachelor's degree in Business, Finance, or Accounting, or equivalent combination of education and experience.
- 1-3 years of relevant experience in investment operations, portfolio management, or a related field.
- Strong analytical and problem-solving skills, with the ability to think critically and strategically.
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
- Proficiency in Microsoft Office, particularly Excel, and experience with portfolio management software.
- A dynamic and supportive work environment with opportunities for growth and development.
- A competitive compensation package, including base salary and quarterly profit sharing.
- A comprehensive benefits program, including health insurance and retirement savings.
- The opportunity to work with a talented and experienced team of investment professionals.
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Portfolio Management Associate
1 week ago
Denver, Colorado, United States Mercer Advisors Full timeJoin 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...
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Energy and Utilities Portfolio Manager
1 week ago
Denver, Colorado, United States Pioneer Management Consulting Full timeEnergy 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,...
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Junior Portfolio Management Associate
2 weeks ago
Denver, Colorado, United States Atlas Real Estate Full timePosition OverviewAre you interested in joining a rapidly expanding, employee-owned organization that has been recognized as one of the top workplaces in the industry?Atlas Real Estate, a leading residential real estate brokerage and property management firm, is on the lookout for a dedicated Junior Portfolio Management Associate to support our team. We pride...
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Experienced Portfolio Manager
1 week ago
Denver, Colorado, United States Atlas Real Estate Full timePosition 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...
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Financial Portfolio Manager
6 days ago
Denver, Colorado, United States BOK Financial Full timeJob DescriptionThe Portfolio Manager is a key role within BOK Financial Private Wealth Inc., responsible for working directly with advisors to manage high net worth client accounts.Key ResponsibilitiesManage and track client investment portfolios, ensuring alignment with their financial goals and risk tolerance.Make informed investment decisions, utilizing...
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Investment Portfolio Manager
6 days ago
Denver, Colorado, United States BOK Financial Full timeJob 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...
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Portfolio Manager III
4 days ago
Denver, Colorado, United States BOK Financial Full timeAbout 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...
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Experienced Portfolio Manager
1 week ago
Denver, Colorado, United States Atlas Real Estate Full timeJob 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...
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Experienced Portfolio Management Specialist
2 weeks ago
Denver, Colorado, United States Atlas Real Estate Full timeJob 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...
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Multifamily Portfolio Management Analyst
1 week ago
Denver, Colorado, United States MIG Real Estate Services, LLC Full timeJob 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...
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Operations Associate
1 week ago
Denver, Colorado, United States IMA | Investment Management Associates Full timeAbout the RoleIMA | Investment Management Associates is seeking a highly skilled and detail-oriented Operations Associate to join our team. As an Operations Associate, you will play a critical role in supporting the firm's investment management activities, ensuring the smooth operation of our portfolio management system, and providing exceptional customer...
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Portfolio Manager
6 days ago
Denver, Colorado, United States Janus Henderson Investors Full timeAbout 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...
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Operations Associate
6 days ago
Denver, Colorado, United States IMA | Investment Management Associates Full timeAbout IMA | Investment Management AssociatesIMA is a rapidly growing value investing firm seeking a highly skilled Operations Associate to join our team.Job SummaryWe are looking for a detail-oriented and organized individual to support our investment operations. The successful candidate will be responsible for maintaining our portfolio management system,...
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Portfolio Manager III
2 days ago
Denver, Colorado, United States BOK Financial Full timeJob 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...
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Portfolio Manager III
1 week ago
Denver, Colorado, United States BOK Financial Full timeJob 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...
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Financial Record Specialist
2 weeks ago
Denver, Colorado, United States NNN Portfolio, LLC Full timeJob 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...
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Sales Representative/Portfolio Manager
4 weeks ago
Denver, Colorado, United States Momentum Beverage Team Full timeSales Representative (Portfolio Manager)OverviewThe Portfolio Manager is responsible for maximizing the sales of supplier wine and spirit brands to the trade through effective territory planning, selling, merchandising and communication that enables the achievement of company and supplier objectives.This Portfolio Manager opportunity will call on accounts in...
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Lead Portfolio Strategist
2 weeks ago
Denver, Colorado, United States Atlas Real Estate Company Full timeKey Responsibilities:Foster and consistently uphold the core Culture and Values of Atlas: Purpose First < Elevating Humanity Through Real Estate. Beneficial for You, Beneficial for Me, Beneficial for All. In Community. Create Lasting Impressions. Clear, Empowered, Accountable. Owner Portfolio Manager, Investor, Manager, Property Management, Expertise,...
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Operations Manager
1 day ago
Denver, Colorado, United States Kasa Living Full timeAbout the RoleKasa Living is seeking an entrepreneurial leader to be an Operations Manager overseeing operations of our Denver, Scottsdale, & Boise Markets. As an Operations Manager, you will be responsible for the overall guest quality, financial, and operational outcomes of the Kasa units and properties you oversee and will build and maintain a team of...
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Supervising Loan Officer
3 days ago
Denver, Colorado, United States PNC Bank Corp. Full timeJob SummaryPNC Bank Corp. is seeking a highly skilled Supervising Loan Officer to join our team. As a key member of our Mortgage Loan team, you will be responsible for managing a portfolio of customer relationships and providing exceptional service to our clients.Key Responsibilities:Recommend loan solutions in accordance with lending guidelines and clients'...