2188 portfolio manager jobs found

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world! Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the...

Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the world's largest networks of Financial Advisors (FAs). MS has expanded its suite of world-class banking and lending products exclusively for FAs and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has enhanced its lending, mortgage, cash management and deposit capabilities. By combining our lending financial services business with private banking products built specifically to service the needs of Financial Advisors and their clients, we can tailor banking and lending solutions to client needs. As a market leader, the talent and passion of our...

THE TEAM YOU WILL BE JOINING: Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation Recognized by Fortune as one of the world`s most admired companies in 2012 along with many other awards around social responsibility, diversity, equity and inclusion and client experience. Purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA WHAT THEY OFFER YOU: Highly visible opportunity as it supports organization tax policy Results driven organization that values accountability and continuous improvement Opportunity to make an impact and add value - Forthcoming investment in tools and technology to improve current processes Excellent Company Benefits to include medical, dental, 401k and generous PTO policy...

About Our Company Aflac Asset Management, LLC, (d.b.a. Aflac Global Investments) is a wholly owned subsidiary of Aflac Incorporated (Aflac). Aflac Global Investments (GI) located in New York's financial district and is the organization responsible for the overall investment activities of Aflac, Inc. and subsidiaries in Japan, Bermuda, and the U.S. With 150 employees globally, GI seeks investments to maximize long-term returns with a focus on preservation of capital, subject to our asset-liability profile and liquidity and capital requirements. GI has primary investment and asset management responsibility for Aflac's general account consisting of public, private, and growth assets (including strategic partnerships) which generates approximately $3.5 billion a year in net investment income. As of year-end 2024, Aflac's total general account portfolio was approximately $100 billion. The investment teams support GI's overall goals and objectives by providing market insight and...

Morgan Stanley's Outsourced Chief Investment Office (OCIO), part of the WM Global Investment Office, provides portfolio management to clients of Morgan Stanley Wealth Management. OCIO partners with Morgan Stanley Advisors and Consultants, across all client channels, to offer portfolio management services to both institutional and individual clientele (e.g. Foundations, Endowments, Retirement Plans, UHNW Individuals, and Family Offices). OCIO is looking for a portfolio manager to join the Endowments & Foundations client segment team. This individual should have some experience in servicing the investment portfolios of institutional clients, preferably endowments and foundations. Responsibilities Serve as Portfolio Manager to build and manage client portfolios for OCIO's Endowment & Foundation (E&F) clients The portfolio manager will be responsible for functions such as; asset allocation and manager selection as well as risk management and monitoring Engage with...

About this role Company: BlackRock Institutional Trust Company, N.A. Job Title: Vice President - Quantitative Portfolio Manager and Research Location: 400 Howard St San Francisco, CA 94105 Job Duties: Participate in a full investment lifecycle including signal research, signal implementation, portfolio construction, trading and risk / return attribution. Analyze fund performance to understand model and risk factor contributions to returns. Identify and monitor factor exposures and event risks and evolving our process to systematically manage emerging factors. Implement new strategies and launching new funds, ensuring consistency between fund holdings and model insights and market movements. Research and develop investment ideas and strategies, onboarding data and managing data in an effective way. Progress proprietary analytics packages, developing innovative methods to visualize portfolio risk while automating away repetitive tasks. Evaluate and improve model design,...

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the Senior Relationship Manager (SRM) who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and...

Our ideal candidate : We are seeking candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers and build sustainable prosperity in our communities. Who we are : Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system - a system that drives inclusive prosperity to benefit people and the planet. #BCorp #WeAreBCorps Join our team: If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application. The VP, Portfolio...

Our ideal candidate : We are seeking candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers and build sustainable prosperity in our communities. Who we are : Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system - a system that drives inclusive prosperity to benefit people and the planet. #BCorp #WeAreBCorps Join our team: If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application. The VP, Portfolio...

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together,...

About this role Systematic Active Equity (SAE) Core PM Portfolio Manager | Associate / VP | San Francisco Systematic Active Equity (SAE) is the quantitative equity investment group with BlackRock. We invest our client assets (approximately $150bn) using quantitative insights captured in a scalable and repeatable process. SAE is a pioneer and thought leader in the quantitative equity investment industry and has consistently achieved client investment goals across global equity markets for over 30 years. Our clients include corporate pension plans, public pension plans, central banks, sovereign wealth funds and other institutional investors. We are seeking a portfolio manager to complement our Core PM team. SAE Core PM team members are responsible for the array of portfolio implementation and management responsibilities described below across our Developed and Emerging Market portfolios, with an emphasis on adhering to effective, risk-controlled, and consistent processes. Team...

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and...

Job Type Full-time Description TITLE: VP Portfolio Manager JOB FAMILY: Wealth Management DEPARTMENT: Wealth Management PAY GRADE & FLSA: 10, Exempt JOB SUMMARY: The Portfolio Manager is responsible for managing assigned client portfolios and participate as necessary throughout the investment management function; assist in the trade activity, research, and evaluation of current and prospective investment securities; and assist in the analysis and application of various presentation and reporting functions. Actively participate in client and prospect meetings and presentations. ESSENTIAL FUNCTIONS: Manage assigned client accounts in keeping with governing instrument, the needs of the clients and/or beneficiaries. Actively participate in client meetings and prospect presentations. Actively participate as a member of the Investment Group and Trust Investment Committees, including efforts in research for current and prospective investment...

Institutional Portfolio Management , Portfolio Manager The Managed Solutions team, which includes Institutional Portfolio Management, provides investment products and portfolio management services underpinning Consulting Group's Select UMA platform- the industry-leading Unified Managed Accounts platform with over $500 Billion in assets under management. The team offers a comprehensive, unified approach to asset allocation, manager selection, account management, trading, and overall relationship management to Morgan Stanley's Financial Advisors and their clients. Position Summary: The Institutional Portfolio Management team supports the investment needs of institutional clients looking to invest in single-style equity SMAs by providing portfolio management, trading, technology, and innovative solutions to support their investment mandates. Institutional Portfolio Management's $3Bn investment service allows organizations the ability to access Morgan Stanley's sophisticated unified...

This position is for a Senior Portfolio Manager with State Street's Investment Solutions Group (ISG), our multi-asset class investment team. For more than three decades, ISG has developed asset class-spanning products and services aimed at helping our clients realize their diverse goals. Our team is global with offices in Boston, London, Sydney and 7 other investment centers around the world. We value people who are highly self-motivated with the ability to execute independently but who are equally able to collaborate and work well in a team. The Senior Portfolio Manager is a key role within SSGA's Investment Solutions Group (ISG) and will be focused on managing multi-asset investment strategies for the US institutional and wealth management marketplace. In this capacity, the Senior Portfolio Manager will be responsible for the daily management of complex portfolios, effectuating portfolio trades, managing ETF trade baskets, managing cash flow and collateral needs, delivering on...

Job Description Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5 million acres worldwide for pension funds, foundations, and other institutional investors. As part of the Alternatives platform within Asset Management, Campbell Global ("CG") is a leading global investment manager focused on forestland. As a Portfolio Manager at Campbell Global, you're not just managing investments, you're nurturing growth - both in our client portfolios and in our approach to sustainable forestry. We want to use your expertise to drive investment decisions and build lasting client relationships. You'll be part of a team that thrives on creativity, values your insights, and is committed to making a...

About this role SpiderRock Advisors, LLC ("SRA"), a wholly owned subsidiary of BlackRock, vertically integrated in US Wealth Advisory, headquartered in Chicago, IL, is a rapidly growing technology-enabled provider of derivatives solutions to the wealth management and institutional allocator segments of the ~$80 trillion global asset management industry. SRA specializes in the design and implementation of customized derivative solutions and overlay strategies for institutions, wealth managers and their clients. SRA is seeking an energetic and talented Portfolio Manager & Derivatives Trader responsible for understanding the nuances of multiple asset classes (ex. Equities, Futures, FX, Fixed Income, etc.) and supporting high performance quantitative execution in an internal and client/external facing role. This role is a part of a dynamic and rapidly evolving team responsible for portfolio design, risk management, data analytics, quantitative analysis and research, and...

Vice President, Indexing Portfolio Manager - Mellon At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. About Mellon Driving client outcomes through perspective, precision, and partnership. Mellon is a global leader in index management and one of the world's largest institutional index managers by assets under management. Since 1983, Mellon's dedication to precision and client partnership has...

GIC is one of the world's largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of the world's industry leaders. As a leading global long-term investor, we Work at the Point of Impact for Singapore's financial future, and the communities we invest in worldwide. Fixed Income Our team employs a broad range of investment strategies that span macro, credit, and quantitative investing, including multi-asset, benchmark-agnostic, constrained, indexed, and thematic strategies. Global Macro (GM) The GM team manages and takes risks across a broad array of asset classes, including global interest rates, inflation, currency, equity, credit, commodity, and volatility. We identify and invest in long-term, secular themes expected to play out over the medium term, while flexibly adjusting portfolio exposures...

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify...