Investment Portfolio Strategist

About UsCFA Institute is a globally recognized organization dedicated to advancing the investment profession. We focus on providing high-quality financial education and resources to our members and the broader financial community.Our mission is to promote the highest standards of ethics, education, and professional excellence for the investment...

Position TypeFull-timeCompany OverviewAt The Ladders, we pride ourselves on being a leading independent financial services firm. Our focus is on managing taxable fixed income portfolios tailored to meet the specific needs of our institutional clients. With over $35 billion in assets under management, we adhere to a philosophy that emphasizes value creation...

Company Overview:CFA Institute is a prestigious organization dedicated to advancing the investment profession through education, standards, and advocacy. Our mission is to promote the highest standards of ethics and professionalism in the investment industry.Position Summary:The Investment Portfolio Strategist plays a crucial role in managing client...

Position OverviewAs a pivotal member of our financial services team, the Portfolio Manager plays an essential role in overseeing client investment portfolios. This position requires close collaboration with the Investment Management Team, active involvement in strategic committees, and a keen awareness of market trends to guide informed decision-making.Key...

Company OverviewRoot Financial Partners stands out as one of the rapidly expanding Registered Investment Advisors (RIAs) in the nation. Our core mission is to empower individuals to maximize their financial well-being. With a client-centric approach to financial advisory, we guide our clients towards achieving their most significant financial aspirations,...

About UsChandler Asset Management is a reputable, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the unique needs of our institutional clients. With over $35 billion in assets under management, we are committed to delivering value and managing risk through active management,...

About the Role**Job Summary**Chandler Asset Management is seeking a highly skilled Portfolio Strategist to lead our investment team in navigating the dynamic landscape of financial markets. As a key member of our team, you will be responsible for developing and implementing investment strategies that drive growth and profitability for our clients.Key...

Job OverviewSchnitzer Investment Corp, a well-established real estate firm with a rich history, is in the process of expanding its extensive portfolio of properties.With significant industrial development projects valued at $1 billion across multiple Western states, we are committed to maintaining our high standards and family-oriented culture.Our team,...

Job OverviewSchnitzer Investment Corp, a well-established real estate firm with a rich history, is actively enhancing its extensive portfolio of properties.With significant industrial development projects in various Western states, we are committed to maintaining our reputation for excellence.Our team, comprised of dedicated professionals, embraces a...

About UsChandler Asset Management is a distinguished, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the unique needs of our institutional clients. With over $35 billion in assets under management, we are committed to delivering value and managing risk through active investment...

Job OverviewSchnitzer Investment Corp, a well-established real estate firm with a rich history, is in the process of expanding its extensive portfolio of properties.With significant industrial development projects currently in progress across multiple Western states, we are seeking a dedicated professional to oversee our roofing operations.Our team, composed...

LAZ Parking stands as a prominent and rapidly expanding entity in the parking industry, managing a vast array of parking spaces nationwide. Our expertise lies in parking solutions, but our true commitment is to our people. As a company that prioritizes its workforce, we believe that while parking is our business, our employees are our greatest asset. Our...

Join Capital Group as an Investment Portfolio AdvisorAs an integral member of our Portfolio Consulting and Analytics team, you will play a vital role in enhancing asset growth and retention for our North American Client Group by delivering unique insights and thorough portfolio evaluations to intermediaries.Key Responsibilities:- Utilize your 3+ years of...

About the RoleWe are seeking a highly skilled Investment Portfolio Manager to join our team at Bank of America. As a key member of our Wealth Management team, you will be responsible for defining the overall investment management philosophy for our clients.Key ResponsibilitiesDevelop and implement portfolio analysis and expertise in a wide range of...

Are you ready to elevate your career?At LPL Financial Holdings, Inc., we are on the lookout for a dedicated and insightful Lead Financial Strategist who thrives in a collaborative environment. If you possess a strong desire to engage in impactful projects and leverage advanced technology, this opportunity is tailored for you.ABOUT LPL FINANCIALLPL Financial...

Investment Portfolio Program SpecialistKASE is in search of a highly skilled individual to assist a diverse portfolio of innovative startups. The Investment Portfolio Program Specialist will leverage extensive technical expertise, relationship-building capabilities, and program management proficiency to focus on critical investment sectors such as Industry...

Position OverviewWe are seeking a proactive and driven individual to join our Customer Success team as a Client Success Strategist.As a Client Success Strategist at 9amHealth, your primary role will be to assist our clients in implementing and promoting the 9amHealth solution to their employees, members, and clients. You will oversee the collaborative...

About the RoleThe Portfolio Manager is a key position within our organization, responsible for the meticulous management of client portfolios. This role demands a seamless integration with the Investment Management Team, active participation in committees, and a consistent pulse on market developments to inform strategic decisions.Key ResponsibilitiesConduct...

Job DescriptionJob Summary:The Senior Director, Portfolio Manager position is a key role within NAIOP SoCal, responsible for overseeing the investment management of a diverse portfolio of commercial assets in the Northern California and Pacific Northwest regions. This individual will drive outperformance, identify opportunities for value creation, and...

Who are we? We're Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients' needs. We manage over $35 billion in assets and believe in the philosophy of creating value and managing risk with active management,...