Investment Portfolio Coordinator
7 days ago
Russell Tobin seeks an experienced Investment Portfolio Coordinator to join our team. In this role, you will be responsible for conducting thorough position and activity reconciliations to identify and mitigate potential risks.
Key Responsibilities:- Perform daily reconciliation of positions and activities to ensure accuracy and consistency
- Collaborate with portfolio managers to ensure seamless execution of financial transactions
- Design and implement process improvements to minimize risk and optimize the managed account platform
Estimated Salary: $72,000 - $92,000 per year
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Financial Data Analyst for Investment Portfolios
4 weeks ago
Baltimore, Maryland, United States T. Rowe Price Full timeAre you passionate about analyzing financial data to drive investment decisions? We are seeking a skilled Portfolio Analyst to join our team at T. Rowe Price, a premier asset manager dedicated to delivering global investment management excellence and retirement services.About the RoleThis is an exciting opportunity to work with our experienced portfolio...
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Investment Account Specialist
4 days ago
Baltimore, Maryland, United States Russell Tobin Full timeAbout the Role:Russell Tobin is looking for an Investment Account Specialist to support our clients with investments in managed accounts. This is a fantastic opportunity to develop your skills in financial operations and build relationships with our clients.Key Responsibilities:Assist teams and clients with investments in managed accounts, coordinate across...
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Investment Associate Director
4 weeks ago
Baltimore, Maryland, United States Access Holdings Full timeCompany Overview: Access Holdings Management Company LLC is a middle-market investment firm with over $2.8 billion in assets under management. Founded in 2013, we provide direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America.We undertake active build-and-buy strategies, pursuing what we want...
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Portfolio Manager Assistant
4 days ago
Baltimore, Maryland, United States Russell Tobin Full timeAbout Russell TobinRussell Tobin is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. Our team of experts is committed to providing exceptional service and support, and we are seeking a skilled and motivated individual to join our ranks.The successful candidate will be responsible for...
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Strategic Investment Analyst
4 weeks ago
Baltimore, Maryland, United States T. Rowe Price Full timeT. Rowe Price is a premier asset manager dedicated to delivering global investment management excellence and retirement services that investors can rely on today and in the future. Our team of experts is committed to providing outstanding client service and gathering and retaining assets.Role SummaryThe Portfolio Analyst plays a critical role in analyzing...
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Investment Management Program Lead
2 weeks ago
Baltimore, Maryland, United States Saxon Global Full timeAbout Saxon GlobalSaxon Global is a leading Investment Management firm seeking an experienced Investment Management Program Lead. As a seasoned professional in the field, you will lead stakeholders across the front office and other departments in the development of requirements, process flows, testing, and implementation in support of highly complex...
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Baltimore, Maryland, United States Access Holdings Full timeAbout Access HoldingsAccess Holdings Management Company LLC is a leading middle-market investment firm with an impressive portfolio of $2.8 billion in assets under management.We are a dynamic team of professionals who share a passion for investing and creating value through concentrated portfolios of essential service-based businesses in North America.Our...
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Strategic Project Manager for Investment Growth
4 weeks ago
Baltimore, Maryland, United States T. Rowe Price Full timeJob OverviewT. Rowe Price is a premier asset manager dedicated to delivering exceptional investment management services and retirement solutions. As a Senior Project Manager Investments, you will play a critical role in supporting the Investments business, collaborating with multiple teams across the front and back offices.Compensation PackageWe offer a...
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Senior Property Portfolio Coordinator
4 weeks ago
Baltimore, Maryland, United States LifeBridge Health Full timeJob Summary:The Lease Administrator will be responsible for maintaining the integrity of the real estate portfolio data, consisting of medical and office space leased and owned by LifeBridge Health and its subsidiaries.This role involves administering leased and owned property files and records, including abstracting documents; maintaining the real property...
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Portfolio Property Manager Lead
2 weeks ago
Baltimore, Maryland, United States BCI Management Full timeLead Portfolio Property ManagerBCI Management is seeking an experienced Portfolio Property Manager to oversee our multi-family properties in the mid-atlantic region. As a leader, you will be responsible for driving operational excellence, ensuring compliance with regulations, and maximizing returns on investment.About BCI ManagementWe are a direct...
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Real Estate Portfolio Coordinator
4 weeks ago
Baltimore, Maryland, United States LifeBridge Health Full timeJob SummaryThe Lease Administrator is responsible for maintaining the integrity of LifeBridge Health's real estate portfolio data, encompassing leased and owned properties.Key ResponsibilitiesMaintain and administer property files and records, including abstracting documents and updating the real property database.Track critical lease dates and lease...
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Portfolio Portfolio Coordinator
4 weeks ago
Baltimore, Maryland, United States CFG Bank Full timeCompany OverviewCFG Bank, a leading financial institution in Baltimore, Maryland, specializes in serving the national healthcare and multifamily markets and the Mid-Atlantic region. With over 30 years of expertise, CFG Bank has grown from $1 billion to over $5 billion in assets by leveraging its big bank capabilities and personalized boutique service. The...
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Commercial Real Estate Portfolio Manager
3 weeks ago
Baltimore, Maryland, United States LifeBridge Health Full timeJob Summary:">The Commercial Real Estate Portfolio Manager is responsible for the day-to-day operation and integrity of the real estate portfolio data, consisting of medical and office space leased and owned by LifeBridge Health and its subsidiaries.This role will maintain and administer leased and owned property files and records, including abstracting...
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Mortgage Settlement Coordinator
4 days ago
Baltimore, Maryland, United States Dominion Financial Services Full timeJob Summary: We are seeking a detail-oriented Loan Processor to join our team at Dominion Financial Services. As a Loan Processor, you will be responsible for managing loans from setup to closing, ensuring timely and organized completion. Your duties will include coordinating mortgage settlements, reviewing document checklists, and building relationships...
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Client Portfolio Manager Lead
4 days ago
Baltimore, Maryland, United States Allied Universal® Full time**Job Title:**Client Portfolio Manager Lead**Company Overview:**Allied Universal, a leading security and facility services company in North America, offers rewarding careers that give you a sense of purpose. While working in a dynamic, diverse, and inclusive workplace, you will be part of a team that fuels a culture that reflects our communities and...
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Finance Expert
4 days ago
Baltimore, Maryland, United States Russell Tobin Full timeJob DescriptionRussell Tobin is seeking a highly skilled and detail-oriented Finance Expert to join our team. As a key member of our operations department, you will play a crucial role in assisting teams and clients with investments in managed accounts.The ideal candidate will have 0-3 years of experience in finance or a related field, with a strong focus on...
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Strategic Finance Leader for Real Estate Growth
4 weeks ago
Baltimore, Maryland, United States The Investment Real Estate Group of Companies Full timeOverviewThe Investment Real Estate Group of Companies (IREGC) is a multifaceted organization with a portfolio of over 80 self-storage properties across the Northeast and Mid-Atlantic regions. With a strong entrepreneurial spirit, IREGC has become a national leader in the self-storage industry.SalaryThe estimated salary for this Chief Financial Officer (CFO)...
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Strategic Growth and Development Associate
4 weeks ago
Baltimore, Maryland, United States Access Holdings Full timeAccess Holdings is a middle-market investment firm with over $2.8 billion in assets under management.About the RoleWe are seeking an experienced Strategic Growth and Development Associate to join our team in Baltimore, Maryland. The successful candidate will work closely with our deal team professionals to identify, frame, and analyze potential investment...
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Financial Analyst
4 weeks ago
Baltimore, Maryland, United States Aegon Full timeAbout the Role:"> Construct and manage portfolios to meet client goals for attractive risk-adjusted higher returns within alternative asset classes. Sourcing North American-based managers within leveraged buyout, secondary, growth equity, direct lending, mezzanine, distressed, and infrastructure spaces. Identify and evaluate new asset classes for...
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Senior Project Coordinator
4 weeks ago
Baltimore, Maryland, United States Michael Page Full timeJob Title: Senior Project CoordinatorWe are seeking an experienced Senior Project Coordinator to join our team and provide support to our Construction Project Managers. This role will be responsible for coordinating project activities, preparing project documents, and providing administrative support to the project team.About Our ClientOur client is a...