Investment Portfolio Manager
2 days ago
Cabot Wealth Management, a leading wealth management firm in Salem, MA, is seeking an experienced investment professional to join our team. The ideal candidate will have a strong background in research and portfolio management, with a focus on equity portfolios.
The successful candidate will be responsible for assisting with research and portfolio management for our clients' $1 billion in assets, comprised of stocks, bonds, and ETFs. This will include screening for new stock ideas, portfolio administration, and special projects such as work on bond or ETF portfolios.
We are looking for a team-oriented individual with strong communication and interpersonal skills. The ideal candidate will have a minimum of 5 years of hands-on experience professionally analyzing and making buy/sell recommendations on stocks, and will be well-versed in concepts of portfolio construction and asset allocation.
Key responsibilities will include:
- Assisting with research and portfolio management for our clients' assets
- Screening for new stock ideas and portfolio administration
- Special projects such as work on bond or ETF portfolios
- Collaborating with the team to achieve investment goals
We offer a competitive salary and performance bonus. If you are a motivated and experienced investment professional looking for a new challenge, please submit your application.
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Portfolio Management Director
1 week ago
Four States, West Virginia, United States STP Investment Services Full timeJob Title: AVP, Portfolio ManagementSTP Investment Services is seeking a highly skilled and experienced AVP of Portfolio Management to join our team. As a key member of our shared services team, you will be responsible for overseeing and maintaining the accuracy and integrity of client accounting data.Key Responsibilities:Conduct daily analyses to identify...
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Investment Portfolio Manager
1 week ago
Salt Lake City, UT, United States Solventum Full timeThank you for your interest in working for our Company. Recruiting the right talent is crucial to our goals. On April 1, 2024, 3M Healthcare underwent a corporate spin-off leading to the creation of a new company named Solventum. We are still in the process of updating our Careers Page and applicant documents, which currently have 3M branding. Please bear...
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Investment Risk Manager
3 days ago
, MA, United States Wellington Insurance Group Full timeAbout UsWellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our team of experts provides innovative investment strategies that span nearly all segments of the global capital markets.About the RoleThe Risk Manager, Fixed Income position is a key member of our Global...
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Head of Portfolio Strategy, US
2 weeks ago
San Francisco, CA, United States Community Investment Management LLC Full timeCommunity Investment Management (CIM) is looking for a head of portfolio strategy to join and lead our US investment team. CIM is a global institutional impact investment manager that provides strategic debt funding to scale and demonstrate responsible innovation in lending to underserved borrowers. Our work aims to advance financial inclusion by partnering...
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Senior IT Portfolio Manager
3 weeks ago
Washington, DC, United States Guidehouse Full timeAbout 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...
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Senior IT Portfolio Management Lead
2 weeks ago
Bethesda, MD, United States IVA'AL Solutions, LLC Full timeDescription:Overview:IVA'AL Solutions, LLC is seeking Senior IT Portfolio Management Lead to provide services on a contract supporting The National Institutes of Health (NIH).We are looking for an experienced Senior IT Portfolio Management Lead to provide support for a federal health agency's IT services program. The Senior IT Portfolio Management Lead will...
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Investment Operations Manager
2 weeks ago
Wichita, KS, United States VirtualVocations Full timeA company is looking for an Investment Operations Manager to oversee the operational and administrative aspects of investment processes. Key Responsibilities Manage daily investment operations, including trade settlements and reconciliation processes Perform regular reconciliation of investment accounts and prepare accurate portfolio reports ...
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Client Portfolio Consultant
7 days ago
Springfield, MA, United States MassMutual Full timeThe Opportunity We’re looking for a motivated and ambitious Client Portfolio Consultant to join our growing wealth management organization! Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best...
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Client Portfolio Consultant
2 weeks ago
Boston, MA, United States MassMutual Full timeThe Opportunity We’re looking for a motivated and ambitious Client Portfolio Consultant to join our growing wealth management organization! Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best...
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Springfield, MA, United States MassMutual Full timeThe OpportunityInvestment Management (IM) is looking for a highly motivated and experienced leader to lead Investment Management’s strategic initiative planning and execution. This individual will be the primary liaison between our business and the newly formed Corporate Functions PMO. Additionally, they will also lead creating a communications strategy...
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Private Credit Investment Associate
10 hours ago
, MA, United States JOHNLEONARD Full timeInvestment Associate OpportunityWe are seeking a highly motivated and experienced Investment Associate to join our client's dynamic team in Boston. This role offers an attractive compensation range of $125K-$175K, exceptional benefits, and the opportunity to grow a career with a leading investment firm.Key Responsibilities:Underwrite individual and pools of...
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Portfolio Management Executive
1 week ago
, NC, United States Brightspeed Full timeJob SummaryBrightspeed is seeking a seasoned Portfolio Management Executive to join our team. As a key member of our corporate real estate team, you will be responsible for overseeing the strategic planning and monetization of our portfolio, including sales transactions, lease administration, and energy management.Key ResponsibilitiesDevelop and implement...
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Hartford, CT, United States MassMutual Full timeRole: Associate Quantitative Derivative Portfolio ManagerDepartment: Investment ManagementTeam: Quantitative Portfolio ManagementLocation: Boston - HybridPosition: Full-Time (3+ days in office per week)The Opportunity:The Associate Quantitative Derivative Portfolio Manager will be supporting the management of derivative portfolios in one or more segments...
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Head of Investment Data Strategy and Governance
4 weeks ago
Worcester, MA, United States MassMutual Full timeThe OpportunityInvestment Management (IM) is looking for an energetic, intellectually curious individual with strong analytical skills to lead the Investment Data Strategy team. -This role will be accountable for defining, communicating, and driving forward the data strategy for IM, partnering with teams across Investment Management, Enterprise Risk...
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Portfolio Counselor
2 weeks ago
Tampa, FL, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Portfolio Counselor
2 weeks ago
Clearwater, FL, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Portfolio Counselor
2 days ago
Camas, WA, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
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Client Portfolio Specialist
5 days ago
, CT, United States MassMutual Full timeThe OpportunityWe're seeking a skilled and ambitious Client Portfolio Consultant to contribute to our wealth management organization's growth. As a key member of our team, you'll be responsible for implementing best practices in portfolio management, collaborating with our broader Wealth Management organization, and delivering exceptional client...
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Springfield, MA, United States MassMutual Full timeThe OpportunityInvestment Management (IM) is looking for an energetic, intellectually curious individual with strong analytical skills to lead the Investment Data Strategy team. This role will be accountable for defining, communicating, and driving forward the data strategy for IM, partnering with teams across Investment Management, Enterprise Risk...
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Portfolio Counselor
2 weeks ago
Garland, TX, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...