1 to 25 of 59 Portfolio Management Jobs with Remote Work Options

looking for an experienced Senior Financial Institutions Underwriter to join our team in Chicago or New York City! In this role, you will underwrite management and professional liability accounts specific to the financial service/financial institution industry segments! The position will have technical, transactional and market facing responsibilities … and it will also make contributions in the areas of product/proposition development, marketing, fulfillment, and portfolio management. This role will be filled at either the Senior level III or AVP, level IV. The hiring manager will determine the appropriate level based upon the selected applicant's experience … broker partners and customers Identifying and calculating the potential risk of loss from policyholders while establishing appropriate premium rates following Zurich guidelines Managing a portfolio of accounts and developing a pipeline of business Collaborating and cross selling with other stakeholders and lines of business within Zurich Senior Financial Institutions more »

we'll do our best to agree a working pattern that works for everyone. World changing work From science to technology, from meteorology to management, and from planning to communication, our expertise helps us stand out as the authority on weather accuracy and climate prediction. We help individuals, industries … the necessary tools and support to work efficiently, while adhering to our security policies and corporate standards for safe operation. SPM is a Strategic Portfolio Management tool in use at the Met Office. It is a module of ServiceNow and use by the Programmes directorate for project and … portfolio management. The team also provides various enterprise SaaS tools to the organisation, including whiteboarding, diagramming and software development tools, and we expect to continue adding to this portfolio. We are looking for a Product Manager to work in the delivery, operation and further exploitation of these tools. This more »

Product Portfolio Manager Salary: Competitive + eligible for 10% bonus per annum Location: Basingstoke - Hybrid working Contract type: Permanent Working hours: Full Time 36.5 hrs per week The Vacancy We are looking for a Product Portfolio Manager to join our growing Innovation team within our Currency division. A … new role, reporting into the Product Strategy Director and working closely with Product Management, this will drive the strategic alignment of the product portfolio in an evolving market context. To achieve this, the role holder will manage the comprehensive view of the portfolio that the company can … offer in order to balance and prioritise future areas of focus. They will manage the product portfolio processes, evaluating both the market and internal drivers to identify trends, risks and opportunities. Key Responsibilities Portfolio Strategy Ensure portfolio alignment to strategic goals Provide clear logic and rationale to more »

experts. Where you fit in: As our TEC Change Delivery Partner you will: Have end-to-end ownership for the delivery of the annual portfolio of technology change for our Operations business function. Be Instrumental in driving forward our modernisation agenda. In particular, leading on key technology interventions which … with responsibility for a budget up to £10m per annum Provide leadership and oversight of an internal team of circa 30 colleagues and broader management of partner teams of over 100 people. Ensuring that requirements and designs reflect business needs and are aligned to the IT strategy and architecture. … POCs, MVPs etc What skills & qualifications you will need: Extensive experience in managing end to end delivery in large Organisations Strong commercial and supplier management skills. Extensive experience of influencing senior stakeholders. Experience of the design and development of IT solutions. Extensive experience with 3rd party delivery teams. Educated more »

background in Loan syndication and distribution As the Loan Syndications Officer you will assume and promote origination to distribution business, such as documentation, relationship management and correspondence with banks and financial institutions, handling administrative tasks by coordinating with relevant departments JOB FUNCTION Establishing loan syndication and distribution function within … the department, executing its operations through close communication with front offices Manage Agency, Portfolio Management & Administration, contributing loan agent, loan portfolio management, risk management, and other planning and administrative matters related to the origination to distribution business, to enable the department to exercise effective administration … or amendment requests, discussing with external legal to draft amendment agreement during loan period. · To compile relevant information and make reports of activities and portfolio to Head Office and Senior Management in a timely manner in relation to origination to distribution business and loan agent operations. · To assist more »

you're someone who thrives on creating ground-breaking MVPs and preparing them for the big league, we're looking for you. The lean portfolio process is where we establish when to take technology product ideas forward, when and how we pivot and when we disinvest. As a lean … portfolio manager you will play a principal role in shaping our value proposition, our tech strategy and how technology will deliver the green energy transition. You will report to the Head of Product, work closely with the Head of Engineering, Head of Data, Product Leads, Chapter Leads and Product … the process components, value gained from the process components, and the supporting activities: Process Components: ○ Own the definition, execution and ongoing evolution of the portfolio process. ○ Define and maintain a value and priority framework aligned to company strategy. ○ Facilitate and maintain strategy and objectives alignment across the portfolio. Value more »

you're someone who thrives on creating ground-breaking MVPs and preparing them for the big league, we're looking for you. The lean portfolio process is where we establish when to take technology product ideas forward, when and how we pivot and when we disinvest. As a lean … portfolio manager you will play a principal role in shaping our value proposition, our tech strategy and how technology will deliver the green energy transition. You will report to the Head of Product, work closely with the Head of Engineering, Head of Data, Product Leads, Chapter Leads and Product … the process components, value gained from the process components, and the supporting activities: Process Components: ○ Own the definition, execution and ongoing evolution of the portfolio process. ○ Define and maintain a value and priority framework aligned to company strategy. ○ Facilitate and maintain strategy and objectives alignment across the portfolio. Value more »

you're someone who thrives on creating ground-breaking MVPs and preparing them for the big league, we're looking for you. The lean portfolio process is where we establish when to take technology product ideas forward, when and how we pivot and when we disinvest. As a lean … portfolio manager you will play a principal role in shaping our value proposition, our tech strategy and how technology will deliver the green energy transition. You will report to the Head of Product, work closely with the Head of Engineering, Head of Data, Product Leads, Chapter Leads and Product … the process components, value gained from the process components, and the supporting activities: Process Components: ○ Own the definition, execution and ongoing evolution of the portfolio process. ○ Define and maintain a value and priority framework aligned to company strategy. ○ Facilitate and maintain strategy and objectives alignment across the portfolio. Value more »

Portfolio Manager - Fixed Income Salary - Competitive + Benefits Based in the Midlands - Hybrid Working We are currently looking for a highly skilled and experienced Fixed Income Portfolio Manager to join the Fixed Income Investments team where you will play a critical role in shaping and executing our investment … highly motivated and results-driven professional with a passion for Fixed Income strategies, we invite you to apply for this exciting opportunity. Key Responsibilities: Management of designated sub-funds/investment mandates ensuring that portfolios adhere to all regulatory, investment and risk parameters. Document and ensure that you meet … West Midlands Pension Fund Worcestershire Pension Fund. LGPS Central is owned equally by all eight of its Partner Funds and is dedicated to the management of local government pension assets. LGPS Central manages assets across public and private markets both internally and through externally appointed investment managers. The Company more »

Who we are? Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been … to ensure document accuracy and compliance with organisational standards Responsibilities The primary responsibility is to conduct client file reviews for Financial Planning and Discretionary Management for both new and existing business according to agreed plan. Utilise information from Supervision and Compliance monitoring in relation to portfolio management … and AML to assist in reviews Document review findings appropriately for feedback to Branch Principals and inclusion in audit reports. Create and maintain appropriate management information for distribution to management and committees. Create, maintain and update policies and procedures for reviewing and monitoring file reviews. Assist in providing more »

hiring an Associate Clinical Project Manager on a permanent full-time capacity. Purpose of the Role: The Associate Project Manager will support the Project Management Team and contribute to the successful delivery of IXICO’s clinical trials, research studies and collaborations under the guidance and supervision of more senior … of these duties and responsibilities without changing the general nature of the role: Assist Project Manager(s) with defined project tasks on an assigned portfolio to accomplish project deliverables, meeting agreed timelines and customer expectations and in compliance with IXICO quality and regulatory requirements. Act as the main point … to improve quality and consistency. Support internal development and improvement projects. Maintain cross-training for other areas in clinical operations (e.g. site qualification, site management, image analysis). Maintain internal project-specific documentation and files, ensuring compliance and audit readiness including assisting with drafting and/or internally auditing more »

with their net zero transition plans. Responsibilities Review and update emissions inference data methodology. Enhance methodologies and update analytics around climate scenario analysis and portfolio alignment. Enhance methodology and develop analytics around PCAF implementation and carbon foot-printing for different asset classes. Enhance methodology and update analytics around SBTi … science and sustainable finance and incorporate them into ICE products and services. Contribute to the development of new modules to enhance ICE climate transition portfolio management platform by conducting market intelligence and analysing the competitive landscape to define a unique offering for ICE. Knowledge and Experience Master’s more »

/React developers to add to their London office. This role will be to support their trading desks in launching several new products across portfolio management, execution and analytical software. These individuals will be tasked with the design and development of both new components and the modernisation of more »

formulate asset allocation recommendations and write suitability reports. Key Responsibilities: Assess clients' financial situations to determine suitable asset allocation recommendations. Evaluate prospective client objectives, portfolio holdings, time-horizon, and cash flow needs. Review and formulate plans for clients with highly specialized situations. Evaluate existing pension and investment bond arrangements … Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable. 3+ years of financial services experience. Strong organisational and time-management skills. Quantitative in nature with an ability to work under pressure in a dynamic team environment. Exceptional understanding of portfolio management philosophies and more »

staff worldwide. We house a large team of multi-faceted communications planners, digital and innovation specialists and client leadership teams. Our global client portfolio comprises a range of category leaders including Reckitt, TikTok, Edrington, Coty, Electrolux and Nestlé. Our Commitment At Zenith Global, we believe that fostering an inclusive … exciting new role to work with a great client in the music and tech environment. Responsible for all aspects of Programmatic campaign implementation Account portfolio management with other stakeholders such as planners and the client on strategies and communicate plans this effectively. To deliver our programmatic value proposition more »

Lead for the Bank Member Experience & Complaints Program, responsible for development, maintenance, and execution of Bank Complaint program procedures that operationalize the Enterprise Complaint Management Policy and provides Member Service Representatives (MSRs) and Advocates with tools and resources to identify, track, categorize, escalate, research, and resolve Bank complaints. You … experience and know in-depth the lifecycle of a complaints program and provide root cause analysis. This is an individual contributor position. Leads the management, execution and delivery of large-scale programs (multi-year, large cost and scope, etc.) and/or the oversight and governance of programs to … Adheres to governance rigor required for work effort. Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What more »

Lead for the Bank Member Experience & Complaints Program, responsible for development, maintenance, and execution of Bank Complaint program procedures that operationalize the Enterprise Complaint Management Policy and provides Member Service Representatives (MSRs) and Advocates with tools and resources to identify, track, categorize, escalate, research, and resolve Bank complaints. You … experience and know in-depth the lifecycle of a complaints program and provide root cause analysis. This is an individual contributor position. Leads the management, execution and delivery of large-scale programs (multi-year, large cost and scope, etc.) and/or the oversight and governance of programs to … Adheres to governance rigor required for work effort. Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What more »

Lead for the Bank Member Experience & Complaints Program, responsible for development, maintenance, and execution of Bank Complaint program procedures that operationalize the Enterprise Complaint Management Policy and provides Member Service Representatives (MSRs) and Advocates with tools and resources to identify, track, categorize, escalate, research, and resolve Bank complaints. You … experience and know in-depth the lifecycle of a complaints program and provide root cause analysis. This is an individual contributor position. Leads the management, execution and delivery of large-scale programs (multi-year, large cost and scope, etc.) and/or the oversight and governance of programs to … Adheres to governance rigor required for work effort. Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What more »

Lead for the Bank Member Experience & Complaints Program, responsible for development, maintenance, and execution of Bank Complaint program procedures that operationalize the Enterprise Complaint Management Policy and provides Member Service Representatives (MSRs) and Advocates with tools and resources to identify, track, categorize, escalate, research, and resolve Bank complaints. You … experience and know in-depth the lifecycle of a complaints program and provide root cause analysis. This is an individual contributor position. Leads the management, execution and delivery of large-scale programs (multi-year, large cost and scope, etc.) and/or the oversight and governance of programs to … Adheres to governance rigor required for work effort. Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What more »

Hybrid Burman Recruitment are thrilled to be working with a University based in the East Midlands seeking a PMO Analyst to join their Change Portfolio Management Office. Our university's Change and Portfolio Management Office (CPMO) is dedicated to enhancing the effectiveness and consistency of key … and assurance among internal and external stakeholders. We are committed to driving strategic initiatives forward and ensuring priority projects meet their objectives. As a Portfolio and Project Management Specialist, you will play a pivotal role in maintaining, enhancing, and supporting the Portfolio Management process within the … for individuals seeking to deepen their theoretical knowledge and practical experience in project management. Key Responsibilities Collaborate with CPMO colleagues to continuously improve the portfolio management framework, ensuring alignment with organizational objectives. Maintain the accuracy of the portfolio log and support colleagues in adhering to portfolio more »

is your chance to invest in your future. Team/division overview: Risk is the independent risk oversight function of DWS, working closely with Portfolio Management, Trading and other support and control functions. The Chief Risk Office (CRO) within DWS is an independent function responsible for protecting the … role you will oversee market, counterparty, credit, and liquidity risks including ESG/sustainability risk factors. You will be instrumental in advancing the risk management framework while supporting growth initiatives within a focus region for the firm. Role Details: As a Senior Risk Manager you will (be): Perform risk … and valuation analyses on a range of illiquid assets with a focus on infrastructure equity Enhance risk management framework and develop risk indicators to identify, assess and monitor risk Conduct periodic portfolio reviews, policy update, procedure enhancement and risk reporting Contribute to the integration of Climate Risk and more »

Job Opportunity: Development Lead at an Established Asset Management Firm Company Overview: We are an established and successful asset management firm, renowned for our entrepreneurial spirit and solid market reputation. Our team comprises high-caliber professionals driven by ambition and a passion for growth. With offices across the … Evaluate emerging technologies to identify opportunities for innovation and improvement. Key Skills and Competencies: Background in financial services, preferably with experience in the fund management sector. Proficiency in supporting various applications and business areas including order management, portfolio management, risk management, compliance, CRM, and data … growth and advancement in a dynamic and innovative environment. Join us and be part of a team that is shaping the future of asset management through innovation and excellence. Apply now to embark on an exciting career journey with us more »

Main Purpose: Cornerstone are looking for a Portfolio Asset Manager to manage, develop and promote strategic relationships with multi-site portfolio owners and the owners of the key property portfolios including but not limited to Network Rail , TFL, Water Companies, Councils, Heathrow ,Gatwick and other airports. Key Responsibilities … Contract/commercial Management - Contract manage the commercial relationship with MSA/Portfolio providers and lead the negotiation of appropriate portfolio framework and/or template Code agreements. Achieve this through structured portfolio account plans. Stakeholder & Relationship Management - Build & maintain effective working relationships with other … effective communication. Continuous Improvement - Identify areas for improvement & take ownership of specific issues through to resolution to drive improved performance and achieve targets. Supplier Management - Manage 3rd party suppliers to ensure they comply with all processes and guidelines applicable to each MSA/portfolio by creating an environment more »

this role will require greater experience of end-to-end project delivery and skills acquired through working in an established PMO structure 1. Project Management * Manages projects of varying size, ranging from large-scale, complex projects often involving multiple internal and external components and matrix partners, to smaller tactical … training requirements and support teams with operational readiness to deliver the plan 2. Project Assurance & Governance * Serves as a subject matter expert for project management and project delivery in routinely briefing key stakeholders on different aspects of assigned initiatives * Develops the project brief/mandate, project plan, resource/… stakeholder plan, project controls and related project management products for the purpose of project approval and subsequent delivery * Defines and tracks project milestones while managing the project team and reporting on overall delivery against plan * Publishes regular project status reports for stakeholder review * Schedules and facilities project meetings (project more »

and dependencies across teams; provide input on resourcing to address critical bottlenecks; escalate and remove impediments Report planning results and epic status to senior management, business owners, epic owners, product owners and other stakeholders. Create, maintain and report high-level program/project and project management maturity, best … networking opportunities and social activities Must have skills RTE and/or SCRUM Master related experience using SAFe Agile delivery frameworks Business Program or portfolio management experience Experience managing virtual and global distributed teams Experience working in a matrixed environment SAFe RTE as well as other SAFe certifications … desired Demonstrated hands on leadership of large-scale process development/improvement initiatives Experience with and understanding of concepts of Organizational Change Management Power User of Jira or equivalent tooling Experience with Product Management tools beneficial more »