9 wealth and investment portfolio manager iii jobs found

Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience   Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a...

Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience   Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a...

Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience   Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a...

Description The Community Impact Capital (CIC) Tax Credit Asset Manager II will manage a portfolio of closed debt and equity investments. The Asset Manager will analyze and timely report on asset performance, recommend timely action on customer requests, and ensure timely assessment and reporting of asset quality indices to Management and Credit. The Asset Manager will report to the Director of Community Impact Capital Asset Management, or an Asset Management Team Leader. The CIC Asset Manager II will be responsible for the following, can work independently, and may provide some supervisory services for less experienced Asset Managers: · Ensure/monitor equity investment value and loan risk factors through the timely receipt and reporting of current and relevant information by developing and maintaining relationships with General Partners/developers, management agents, lenders, contractors, accountants,...

The Director, Specialty Networks Product is a strategic leadership role within CorVel’s Network Services division. This position is responsible for overseeing the full product life cycle of the Pharmacy Benefit Management (PBM) and Ancillary Benefit Management (ABM) offerings, as well as future specialty network services products. The Director will drive the development, execution, and growth of these products, ensuring alignment with CorVel’s business objectives and delivering exceptional value to clients. This is a remote role. Candidate residing in Eastern or Central time zones is preferred.  Key Responsibilities: Lead and manage PBM and ABM products, with full ownership of end-to-end product life cycle, including strategy, development, launch, and ongoing optimization Develop and maintain a comprehensive product roadmap for PBM, ABM, and emerging specialty network offerings Serve as the strategic connection point across internal and external...

Company: Mercer Description: Mercer’s Investment Management business, Investment Solutions International (IS), is seeking a highly motivated and detail-oriented professional to join our Operations team.  The ideal candidate will have a strong and diverse background across Funds/Asset Management with 8+years of experience within an Asset Manager or Administrator and a solid understanding of core Fund/Investment Operations, including Fund Accounting, Middle Office and Transfer Agency. The role focuses on ensuring the accuracy, timeliness, and completeness of Mercer’s regulatory filings and reporting obligations as well as the effective oversight of fund expense processes. While prior experience in a regulatory reporting or fund expense’s role is desirable, it is not essential. Strong fund accounting skills and technical knowledge of European investment products are required. What can you expect Mercer is one of the fastest growing investment solutions entities globally,...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Financial Reporting Analyst II to join our Investment Accounting and Reporting team in Newport Beach, CA. This role is on-site. You’ll work at our state-of-the-art Newport Beach headquarters. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Senior Financial...

Underwriter II, WorldRisk, Foreign Casualty At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriter II, WorldRisk, Foreign Casualty to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Foreign Casualty AIG is seeking an Underwriter II to underwrite, analyze and price risks for the WorldRisk product.  WorldRisk is an industry leader in providing international insurance solutions to middle market and small commercial customers in the US.  AIG’s strong foundation as the market leader in this area has evolved through its long-term commitment to the multinational marketplace, investment in technology, commitment to industry knowledge sharing, underwriting creativity and emphasis on data and analytics.  AIG prides itself as staying ahead of the curve and is looking for forward thinking and inventive leaders to navigate a constantly changing...

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   JOB DUTIES AND RESPONSIBILITIES include, but are not limited to...