76 to 100 of 358 Portfolio Management Jobs

Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and … other wealth partners to provide HNW clients with a superior client experience. Responsibilities: Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal … and external network representing the Bank in the community and markets served. Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit more »

include: Deal Execution Support the execution of direct investments in global health companies Due diligence, investment analysis and financial modelling for fund, pipeline and portfolio companies Pipeline Leverage the existing manager relationships to build a co-investment universe Analyse the fund and company exposure to-date as an input … to sourcing Help find, screen and rank the pipeline opportunities Investing Team Support the team in sourcing, meeting management, due diligence, database maintenance, valuation exercises, reporting, analysis and investment recommendations Work with team to manage portfolio through internal analysis and working relationships with portfolio companies External Stakeholder … Management Interface with third party service providers relating to due diligence and deal execution Internal Stakeholder Management Liaise with all internal stakeholders including risk, compliance, legal, operations, audit and build effective working relationships and processes to ensure efficient execution Project Management Assist in co-ordinating projects in more »

Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and … client experience. This role can be filled in either Ft. Lauderdale or Miami or Palm Beach County. Responsibilities: Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall … wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely more »

gas, renewables, and cross-commodities) Develop and execute hedging and risk mitigation strategies for positions stemming from origination transactions. Work closely with E.ON's portfolio management and front office departments (central and regional) to preserve and grow the value of our portfolio under management Analyze markets … strategies. Contributes to E.ON's earnings target by delivering on/above budget Strong team player who can liaise and steer internal stakeholders (Risk, Portfolio Strategy, Finance, Contract/Legal, etc) in structuring, assessment and approval of transactions Experienced networker who is able to develop and keep up excellent … understanding of financial and physical energy markets (futures, forwards, and exchanges). Thorough knowledge of European energy markets. Familiarity with market and credit risk management, balance sheet structures, asset valuations methodologies, accounting principles particularly with respect to structured transactions highly appreciated. Experienced in and familiar with master trade agreements more »

gas, renewables, and cross-commodities) Develop and execute hedging and risk mitigation strategies for positions stemming from origination transactions. Work closely with E.ON's portfolio management and front office departments (central and regional) to preserve and grow the value of our portfolio under management Analyze markets … strategies. Contributes to E.ON's earnings target by delivering on/above budget Strong team player who can liaise and steer internal stakeholders (Risk, Portfolio Strategy, Finance, Contract/Legal, etc) in structuring, assessment and approval of transactions Experienced networker who is able to develop and keep up excellent … understanding of financial and physical energy markets (futures, forwards, and exchanges). Thorough knowledge of European energy markets. Familiarity with market and credit risk management, balance sheet structures, asset valuations methodologies, accounting principles particularly with respect to structured transactions highly appreciated. Experienced in and familiar with master trade agreements more »

gas, renewables, and cross-commodities) Develop and execute hedging and risk mitigation strategies for positions stemming from origination transactions. Work closely with E.ON's portfolio management and front office departments (central and regional) to preserve and grow the value of our portfolio under management Analyze markets … strategies. Contributes to E.ON's earnings target by delivering on/above budget Strong team player who can liaise and steer internal stakeholders (Risk, Portfolio Strategy, Finance, Contract/Legal, etc) in structuring, assessment and approval of transactions Experienced networker who is able to develop and keep up excellent … understanding of financial and physical energy markets (futures, forwards, and exchanges). Thorough knowledge of European energy markets. Familiarity with market and credit risk management, balance sheet structures, asset valuations methodologies, accounting principles particularly with respect to structured transactions highly appreciated. Experienced in and familiar with master trade agreements more »

gas, renewables, and cross-commodities) Develop and execute hedging and risk mitigation strategies for positions stemming from origination transactions. Work closely with E.ON's portfolio management and front office departments (central and regional) to preserve and grow the value of our portfolio under management Analyze markets … strategies. Contributes to E.ON's earnings target by delivering on/above budget Strong team player who can liaise and steer internal stakeholders (Risk, Portfolio Strategy, Finance, Contract/Legal, etc) in structuring, assessment and approval of transactions Experienced networker who is able to develop and keep up excellent … understanding of financial and physical energy markets (futures, forwards, and exchanges). Thorough knowledge of European energy markets. Familiarity with market and credit risk management, balance sheet structures, asset valuations methodologies, accounting principles particularly with respect to structured transactions highly appreciated. Experienced in and familiar with master trade agreements more »

gas, renewables, and cross-commodities) Develop and execute hedging and risk mitigation strategies for positions stemming from origination transactions. Work closely with E.ON's portfolio management and front office departments (central and regional) to preserve and grow the value of our portfolio under management Analyze markets … strategies. Contributes to E.ON's earnings target by delivering on/above budget Strong team player who can liaise and steer internal stakeholders (Risk, Portfolio Strategy, Finance, Contract/Legal, etc) in structuring, assessment and approval of transactions Experienced networker who is able to develop and keep up excellent … understanding of financial and physical energy markets (futures, forwards, and exchanges). Thorough knowledge of European energy markets. Familiarity with market and credit risk management, balance sheet structures, asset valuations methodologies, accounting principles particularly with respect to structured transactions highly appreciated. Experienced in and familiar with master trade agreements more »

gas, renewables, and cross-commodities) Develop and execute hedging and risk mitigation strategies for positions stemming from origination transactions. Work closely with E.ON's portfolio management and front office departments (central and regional) to preserve and grow the value of our portfolio under management Analyze markets … strategies. Contributes to E.ON's earnings target by delivering on/above budget Strong team player who can liaise and steer internal stakeholders (Risk, Portfolio Strategy, Finance, Contract/Legal, etc) in structuring, assessment and approval of transactions Experienced networker who is able to develop and keep up excellent … understanding of financial and physical energy markets (futures, forwards, and exchanges). Thorough knowledge of European energy markets. Familiarity with market and credit risk management, balance sheet structures, asset valuations methodologies, accounting principles particularly with respect to structured transactions highly appreciated. Experienced in and familiar with master trade agreements more »

Portfolio Manager I am currently recruiting for an Enterprise Client of mine, looking for an experienced Portfolio Manager with a background covering Cloud Infrastructure/Networking. 12 Month Contract. Dublin Based Company. Hybrid Working Role. Strong Market Rate Available. Requirements: 5-7+ Years Portfolio Management Experience Technical Background, Strong in Delivery Customer Relationship Management Worked on previous Transformation Initiatives Agile Delivery Environments Excellent Stakeholder Engagement Skills Cloud Infrastructure/Networing Experience C-Level Reporting Expertise Excellent Communication Skills Applicants must be eligible to work full-time in the Republic of Ireland without restriction more »

sales team to provide expertise in client engagements and pre-sales activities. Successful candidates will have a thorough knowledge of market risk measurement and management, pricing of asset types (including equity, fixed income, commodities, and derivatives), highly quantitative skills and an ability to guide institutional clients to better use … hold advanced client trainings/workshops; present in seminars Specific Knowledge/Skills Very strong analytical skills in regard to simulation techniques for risk management, factor modelling, portfolio management and performance attribution; experience with Barra or RiskMetrics models and software a plus. Deep understanding of global financial … equities, commodities, and credit markets and their derivatives Knowledge of the main European regulatory frameworks for asset managers and banks Superior communication and time management skills. Desired Experience Previous experience in risk management/quantitative finance, working closely with investment decision making teams. Desired Qualifications MSc required ideally more »

offering(s) for Investment Managed Wealth which will require working closely with internal and external stakeholders, including and not limited to product owners, change management and delivery. Candidate is expected to bring a solid domain knowledge of the wealth management functional processes and industry knowledge to the role … identifying propositions that meet them. You will report into the Proposition and solution consultant lead. Responsibilities To keep domain knowledge up to date across: management end to end functions. products change trends competitors and associated products To support Wealth Proposition(s) leads in: Innovating in identifying and defining new … Experience, Skills & Qualifications of Wealth market place to end wealth functional knowledge covering - Onboarding/Offboarding, Money in/out, Transfers In/Out, Portfolio Management, Order Management, Trading and settlement, Corporate actions, Dividends, Capital Gain Tax, Regulatory Reporting and client communications product knowledge; General investment accounts more »

Overview: This position manages the Community Association Banking ("CAB") loan portfolio in compliance with Bank Policy as well as all related Federal, State and Industry laws and regulations pertaining to Banking. Responsible for ensuring approved loans are structured according to credit approvals, th at borrowers maintain compliance with loan … and relative value research. Utilizes results to deliver specific, insightful, and timely credit research opinions. Builds relationships with external sources to support research efforts. Portfolio Management - Reviews and monitors the credit quality of both existing and new CAB loan opportunities. Works with credit analysts to ensure proper underwriting … ensure that legal documents are prepared correctly. Business Support - Identifies and pursues opportunities to grow CAB Lending relationships with other bank groups including Treasury Management, Private Banking and Wealth Management. Seeks and acts on referrals from client companies and makes referrals to other business groups such as Private Banking more »

As the Project Manager develops skills and experience, and demonstrates their capabilities, they will progress to the Senior Project Manager (Level 2) role. 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 … identify 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 »

Business Transformation PM's into the newly created PMO. ROLE This role is responsible for the delivery of strategic business change projects with matrix-management responsibility of project resources and third-party suppliers as appropriate. The project manager will work with sponsors and stakeholders across a range of areas … within the firm to clearly define and deliver projects that bring maximum return on investment to the firm. TEAM The Portfolio Management Office (PMO) is a global function that is responsible for the governance and delivery of programs and projects, working closely with other business services functions. The … PMO portfolio of work is broad and includes business and digital transformation, process improvements and technology implementations often working with a third-party supplier or solution provider. KEY RESPONSIBILITIES Support the definition of the business case with the business sponsor and other key stakeholders, and create project plans and more »

Business Transformation PM's into the newly created PMO. ROLE This role is responsible for the delivery of strategic business change projects with matrix-management responsibility of project resources and third-party suppliers as appropriate. The project manager will work with sponsors and stakeholders across a range of areas … within the firm to clearly define and deliver projects that bring maximum return on investment to the firm. TEAM The Portfolio Management Office (PMO) is a global function that is responsible for the firm-wide governance and delivery of programs and projects, working closely with other business services … functions. The PMO portfolio of work is broad and includes business and digital transformation, process improvements and technology implementations often working with a third-party supplier or solution provider. KEY RESPONSIBILITIES Support the definition of the business case with the business sponsor and other key stakeholders, and create project more »

skills, technologies, and/or strategic external partnerships to address client needs. Establish and develop your team through effective staffing, communication, value modeling, expectations management, performance management, succession planning, continuous improvement, and risk management. Manage financial goals, costs, and risks with earnest stewardship for corporate and client best … administrative requirements effectively and advocate for operations excellence. What You Will Need : Bachelor's degree from an accredited university 8+ years of project and portfolio management experience Demonstrated success in winning and delivering quality programs to Public Health clients incorporating technical excellence, client delight, financial stewardship, and team … obtain and maintain a Public Trust clearance. What Would Be Nice To Have : Previous experience supporting the National Institutes of Health (NIH) PMP project management certification What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment more »

plus. YOU BRING (EXPERIENCE & QUALIFICATIONS) Essential Education Bachelor's degree or equivalent combination of education and experience. Bachelor's degree in information science, data management, computer science or related field preferred. Essential Experience & Job Requirements 5+ years of IT experience with major focus on data warehouse/database related … data SMEs) Excellent written, and oral communication and presentation skills to present architecture, features, and solution recommendations YOU'LL WORK WITH Global functional product portfolio technical leaders (Finance, HR, Marketing, Legal, Risk, IT), product owners, functional area teams across levels Global Data Product Portfolio Management & teams (Enterprise … Data Model, Data Catalog, Master Data Management) Consulting and internal Data Product Portfolio teams across BCG more »

nicht berücksichtigen können. Stellenbeschreibung Responsibilities You design and lead the implementation of highly available, highly scalable, and secure solutions for the energy trading, risk management and portfolio management business using cutting-edge cloud native (azure) technologies You are part of a multinational team in an international business more »

We are Legal & General Investment Management (LGIM), the asset-management arm of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes. … Description We’re recruiting for a a brilliant problem-solving software engineer to work on maintenance and small change around our largest Front Office Portfolio Management System; one in the Solutions space that is responsible for around £750B worth of AUM. The main technology stack used is C# …/.NET. SQL (SQL Server & PostgreSQL). Recent versions of Angular. Kafka, Git, Visual Studio would be beneficial. Should be familiar with an issue management system like JIRA and Confluence. Knowledge of container platforms (Docker/Kubernetes/Openshift/Fargate) and AWS native cloud services useful. Expert level more »

Senior Commercial Portfolio & Customer Journey Analyst The Senior Commercial Portfolio & Customer Journey Analyst will be pivotal in ensuring timely and accurate invoicing, settlement tasks, and data management for our electricity portfolio. Reporting to the Head of Energy Services this position is responsible for ensuring accurate settlement of … give us a unique edge when trading and maximising our own assets and those of our clients. We have built not only an impressive portfolio of energy assets, but also a seriously ambitious and knowledgeable team. What you’ll be doing Billing & Settlements Accurately and promptly execute invoicing and … reconciliation of payments. ROCs and REGOs Settle external ROC and REGOs trades in accordance with contracted terms Provide support for ROC/REGO inventory management, customer allocation, reporting and any customer queries. Customer Journey Enhancement Revamp the invoice presentation to enhance readability, brand alignment, and overall customer satisfaction. Collaborate more »

need to know: The role involves working in the Capital Modelling and Risk Analytics Team, including the AIG Group model used for capital, risk management and portfolio management at a firm-wide level as well as Europe (AESA) and UK Solvency II Approved Internal Models. The team more »

Manager with a background covering Cloud Networks. 12 Month Contract. Dublin Based Company. Hybrid Working Role. Strong Market Rate Available. Requirements: 8+ Years Program Management/Portfolio Management experience Transformation experience, in a complex integration led environment Experience in implementing cloud network technology (AWS or/Azure … Cloud Infrastructure Environment Experience implementing SD Wan Strong Technical Focus Excellent Stakeholder & Vendor Management Skills Agile Delivery Experience Applicants must be eligible to work full-time in the Republic of Ireland without restriction Reperio Human Capital acts as an Employment Agency and an Employment Business. more »

and retention of clients through internal and external bank distribution channels. Additional responsibilities charged to this position include overseeing the following: financial reporting, vendor management, risk management, team training, regulatory and internal audits, business continuity activities, and driving process changes and technology enhancements that improve operational efficiency, risk … management, and the client experience. Effective ownership and oversight will require partnering with other wealth leaders and operational support teams in implementing a cohesive operational model across the Trust department. Responsibilities: Wealth Operations - Manages operational risk for Institutional Trust ensuring compliance with all applicable regulations, policies, and resolving complex … partnership between support and sales. Associates to meet growth, compliance, and regulatory objectives. Reporting - Creates, maintains, and presents crucial reporting to senior leadership on portfolio management, controllable exceptions or losses, and other factors within wealth services. Qualifications: Bachelor's Degree and 8 years of experience in Banking or more »

and retention of clients through internal and external bank distribution channels. Additional responsibilities charged to this position include overseeing the following: financial reporting, vendor management, risk management, team training, regulatory and internal audits, business continuity activities, and driving process changes and technology enhancements that improve operational efficiency, risk … management, and the client experience. Effective ownership and oversight will require partnering with other wealth leaders and operational support teams in implementing a cohesive operational model across the Trust department. Responsibilities: Wealth Operations - Manages operational risk for Institutional Trust ensuring compliance with all applicable regulations, policies, and resolving complex … partnership between support and sales. Associates to meet growth, compliance, and regulatory objectives. Reporting - Creates, maintains, and presents crucial reporting to senior leadership on portfolio management, controllable exceptions or losses, and other factors within wealth services. Qualifications: Bachelor's Degree and 8 years of experience in Banking or more »