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  • Portfolio Management Consultant

    $80K — $120K *Montreal, QCIn-Person
    Join a dynamic team to enhance portfolio management practices, supporting investment advisors with strategies to streamline operations, resolve issues, and grow a scalable business in the financial services sector.
    Requirements: 5+ years in finance, bilingual (English/French), CFA Level 1 or CIM, advanced Excel.
  • Client Portfolio Management Analyst

    $80K — $110K *Malvern, PA (Chester County)In-Person
    Join a team that's shaping the future of Fixed Income strategies. You'll collaborate with investment, sales, and marketing to deliver insights and compelling narratives, enhancing client relationships and advancing strategic initiatives.
    Requirements: 3+ years experience, undergraduate degree, strong PowerPoint, Excel skills.
  • Portfolio Analyst

    $90K — $110K *Chicago, IL (Cook County)In-Person
    Elevate portfolio management efficiency by driving process improvements and delivering actionable insights. Collaborate with diverse stakeholders to enhance alignment and compliance within a rapidly evolving business landscape.
    Requirements: Bachelor's in Business/Math/Statistics; 3+ years in insurance portfolio management.
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    Portfolio Manager

    $100K — $200K *Chicago, IL (Cook County)In-Person
    Contribute to the success of our proprietary trading by managing and optimizing strategies with exceptional autonomy and support. Collaborate with experts to accelerate your growth and enhance performance in a dynamic, capital-rich environment.
    Requirements: 2+ years trading experience; proven profitable strategies; strong ROC.
  • Portfolio Manager

    $100K — $200K *New York, NY (New York County)In-Person
    Unlock your potential in a high-performance trading environment, managing strategies and optimizing models. Collaborate with experts while leveraging proprietary technologies for scaling and enhancing your trading success.
    Requirements: 2+ years trading experience; proven profitable strategy; ROC expertise.
  • Portfolio Relationship Manager

    $90K — $120K *Los Angeles, CA (Los Angeles County)In-Person
    Lead the charge in optimizing portfolio management, ensuring credit quality, and driving revenue growth through strategic financial solutions and collaboration with account officers and teams.
    Requirements: Bachelor's degree, 5+ years banking experience, formal credit training required.
  • Commercial Portfolio Manager III

    $70K — $95K *Fayetteville, NC (Cumberland County)In-Person
    Unlock potential by partnering with loan officers to manage portfolios, analyze financials, and ensure the loan approval process runs smoothly. Assist with member service tasks, cross-sell products, and participate in special projects to enhance efficiency.
    Requirements: College degree preferred; 8+ years lending experience; strong communication skills.
  • Commercial Portfolio Manager III

    $75K — $95K *Fayetteville, NC (Cumberland County)In-Person
    Assist loan officers by managing portfolios, underwriting loans, and enhancing member interactions to ensure efficient loan processing and service delivery. Collaborate on special projects to optimize loan operations and member satisfaction.
    Requirements: Bachelor's in Business/Finance; 8+ years underwriting experience; strong communication.
  • Client Portfolio Manager

    $118K — $128K *Sacramento, CA (Sacramento County)In-Person
    Lead strategic oversight of security services and drive team excellence while ensuring client satisfaction and measurable results across multiple locations. Foster relationships to enhance client value and community engagement.
    Requirements: Bachelor's degree or 5 years management experience; 2 years team building; driver's license required.
  • Client Portfolio Manager

    Lead the charge in client relationship management and operations, ensuring superior service delivery and team development across multiple locations while achieving business objectives and promoting a collaborative environment.
    Requirements: Bachelor's degree or equivalent experience; 2+ years leadership in a service industry.
  • Portfolio Manager

    $153K — $208K *New York, NY (New York County)In-Person
    Elevate your career by managing direct indexing portfolios while collaborating with clients on investment strategies. Leverage your quantitative expertise in trading and monitoring to innovate portfolio management within a dynamic team.
    Requirements: Bachelor's degree; 6-8+ years in quantitative trading; Excel, R, Python skills.
  • Portfolio Manager

    $153K — $208K *Chicago, IL (Cook County)In-Person
    Drive the management of direct indexing portfolios, ensuring alignment with client objectives while overseeing trades, rebalancing, and infrastructure development in a collaborative environment with advisors and clients.
    Requirements: Bachelor's degree; 6-8+ years portfolio management; proficiency in Excel, R, Python.
  • Portfolio Manager

    $153K — $208K *Charlotte, NC (Mecklenburg County)In-Person
    Lead the charge in managing and optimizing direct indexing portfolios, collaborating with advisors and clients on strategic transitions while enhancing investment infrastructure and ensuring adherence to guidelines and objectives.
    Requirements: Bachelor's degree; 6-8+ years in quantitative portfolio management; Excel, R, Python expertise.
  • Lead Portfolio Manager - Option Strategies

    $115K — $120K *Stamford, CT (Western Ct County)In-Person
    Join a team that's dedicated to executing complex trades across 7,000+ accounts. You will enhance operational efficiencies through automation and ensure smooth reconciliation of trade activities while providing insightful data analysis.
    Requirements: Bachelor's degree, trading experience, proficiency in Excel, VB, or Python.
  • Portfolio Manager

    $90K — $130K *Brentwood, CA (Contra Costa County)In-Person
    Take ownership of managing a diverse loan portfolio, leveraging credit analysis and underwriting expertise. Collaborate with Relationship Managers to ensure client satisfaction while presenting findings to loan committees and supporting a substantial portfolio.
    Requirements: 2+ years portfolio management experience; Bachelor's degree; Excel proficiency.
  • Portfolio Manager

    $90K — $130K *Brentwood, TN (Williamson County)In-Person
    Lead the charge in managing a diverse loan portfolio, blending client relations with rigorous credit analysis and compliance to drive exceptional service and optimize financial outcomes for stakeholders.
    Requirements: Bachelor's degree; 2+ years portfolio management in banking; Excel proficiency.
  • Solutions Portfolio Manager - FTIS

    $140K — $200K *New York, NY (New York County)In-Person
    Lead the charge in developing custom investment portfolios and strategies, focusing on tailored solutions for insurance clients. Collaborate extensively across teams to drive market-leading indexed solutions and enhance existing offerings.
    Requirements: 5-10 years in multi-asset investments; Bachelor's in math or economics preferred.
  • Solutions Portfolio Manager - FTIS

    $140K — $200K *Stamford, CT (Western Ct County)In-Person
    Empower strategic investment solutions by developing custom portfolios and index strategies for diverse clients. Collaborate across teams to enhance offerings and optimize performance, driving growth in a competitive market.
    Requirements: Bachelor's degree, 5-10 years experience, strong knowledge of finance.
  • Commercial Portfolio Manager (Bank)/Req #1172

    $70K — $95K *Sanford, ME (York County)In-Person
    Unlock potential by managing loan portfolios, supporting commercial bankers, and analyzing lending opportunities to drive growth while ensuring compliance with policies and procedures in a collaborative environment.
    Requirements: Bachelor's degree, 5 years finance experience, credit analysis expertise.
  • Portfolio Manager - VP

    $83K — $143K *Minneapolis, MN (Hennepin County)Hybrid
    Engage in portfolio management supporting Commercial Real Estate clients. Analyze financials, evaluate loan opportunities, and ensure compliance while enhancing client relationships and mentoring team members for growth and success.
    Requirements: Bachelor's in Finance/Accounting; 4+ years in CRE/credit analysis.
  • Debt Portfolio Manager

    $70K — $95K *Harrisburg, PA (Dauphin County)In-Person
    Join a team that's dedicated to oversight and analysis of debt portfolios, ensuring compliance while delivering strategic insights to enhance financial performance and support decision-making across various projects and initiatives.
    Requirements: Bachelor's in Finance, 3-6 yrs experience, strong Excel skills, valid Driver's License.
  • Portfolio Manager

    $85K — $146K *Milwaukee, WI (Milwaukee County)In-Person
    Collaborate with clients to manage a diverse portfolio, ensuring robust credit quality while enhancing relationships through sound financial analysis and risk management practices. Drive growth in Wealth Management through strategic lending decisions.
    Requirements: Bachelor's degree; 7+ years banking experience; strong credit skills.
  • Portfolio Management Analyst - Parametric

    $70K — $140K *New York, NY (New York County)In-Person
    Serve as a critical support for fixed income investment teams, enhancing client service quality and operational efficiency through data management, relationship building, and process improvement initiatives to drive growth and productivity.
    Requirements: Bachelor's degree in Finance; 0-3 years in finance; strong Excel & PowerPoint.
  • Commercial Portfolio Manager

    $75K — $95K *New Orleans, LA (Orleans County)In-Person
    Engage in robust credit management and portfolio oversight by analyzing, underwriting, and nurturing Wholesale Banking relationships across diverse industries. Drive growth through proactive client engagement and risk assessment activities.
    Requirements: Bachelor's degree; 3+ years banking experience; strong analytical skills.
  • Credit Portfolio Manager II

    $115K — $173K *Tampa, FL (Hillsborough County)In-Person
    Join a team that's dedicated to managing complex credit portfolios, analyzing financial data, and ensuring compliance while delivering exceptional value to customers and supporting commercial banking initiatives across a designated segment.
    Requirements: Bachelor's degree, 10+ years experience, strong credit analysis, negotiation skills.
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Portfolio Management Consultant

Company Name
$80K — $120K *
Montreal, QC H1A 0A1
In-Person
Finance & Insurance
5 - 7 years of experience
Job Description

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