Portfolio Management Jobs

The Sr. Associate, Portfolio Management role supports the Wealth Management Investment Team at FNBO by managing equity and fixed income portfolios for fiduciary accounts. Key responsibilities include constructing diversified investment strategies, conducting securities research, executing trades, and presenting investment performance to clients. The position also involves participating in new business development and ensuring strict compliance with banking regulations. This onsite role appeals to candidates seeking a collaborative environment that fosters innovation and mentorship, offering opportunities for professional growth through a supportive culture and comprehensive benefits.

This full-time Bilingual Credit Risk Associate role within MUFG's Japanese Corporate Banking team focuses on portfolio management and underwriting for complex non-investment grade clients. Key responsibilities include conducting due diligence, performing credit risk analysis, managing covenant compliance, and supporting deal structuring for structured finance transactions. The position requires fluency in Japanese and offers a hybrid work arrangement with four days on-site and one day remote. The role is appealing for its opportunity to work with a globally trusted financial group, engage in high-impact strategic risk management, and receive mentorship while developing expertise in international corporate lending.

The Portfolio Operations Lead role drives superior product performance and operating margin expansion within the Gilbarco Veeder-Root division of Vontier. Key responsibilities include managing P&L targets through value engineering and product line simplification, facilitating cross-functional decision-making, and implementing the Vontier Business System for daily management and strategic reviews. The position serves as a critical liaison between general management and internal stakeholders to ensure operational alignment and rapid problem solving. This opportunity appeals to professionals seeking a dynamic environment that fosters continuous improvement, transparency, and career growth within a global technology company. The role supports a collaborative culture focused on innovation and work-life balance.

The Market Leader, Wealth & Investment Management role serves as the primary relationship manager and business development lead for a diverse network of ultra-high net worth clients within a specific geographic region. Key responsibilities include managing complex fiduciary trust accounts, reviewing portfolio performance with portfolio managers, and driving growth through community outreach and cross-departmental partnerships. The position requires deep expertise in investment strategies and the ability to navigate legal and compliance frameworks. This opportunity appeals to experienced professionals seeking a leadership position within a culture that values integrity, employee empowerment, and professional development. The role involves a hybrid work arrangement with regular travel to client sites and industry events.

This senior-level role within Fifth Third Bank's Asset Backed Finance division focuses on managing a complex portfolio of commercial loans and credit exposures. The position involves analyzing financial statements, monitoring industry trends, and proactively identifying emerging credit risks to maintain portfolio health. Key responsibilities include leading client diligence calls, coordinating with credit risk partners, managing loan documentation, and mentoring junior team members. The role appeals to experienced professionals seeking a collaborative environment that values forward-thinking risk management and offers opportunities to lead strategic initiatives. Based in Charlotte, North Carolina, the position combines high-level client interaction with internal leadership duties to drive organizational success.

The ServiceNow Certified Technical Architect role at GovCIO leads the architecture, design, and implementation of enterprise-scale ServiceNow solutions for a USAF program at Langley AFB. This onsite position requires hands-on technical leadership across multiple platform domains including ITSM, ITOM, SecOps, and App Engine. Key responsibilities involve designing scalable and compliant solutions, defining network architectures, and guiding development teams to align with federal security standards. The role offers the opportunity to work on high-impact defense initiatives while leveraging deep expertise in ServiceNow governance and network infrastructure. Candidates will collaborate closely with stakeholders to translate complex requirements into actionable architectural blueprints within a mission-critical environment.

This full-time Financial Consultant role at Fidelity Investments is based in Boston and focuses on delivering personalized financial guidance to clients. The position involves conducting comprehensive financial planning, developing tailored investment strategies, and managing client portfolios while ensuring regulatory compliance. Key responsibilities include educating clients on financial products, staying current with market trends, and building long-term relationships. The role appeals to professionals seeking to leverage extensive resources and a collaborative culture within a leading asset management firm. Benefits include comprehensive health coverage and retirement savings options. A Certified Financial Planner designation is preferred, and relevant FINRA licenses may be required.

The Senior Director of Corporate Relations acts as the primary liaison between the college and industry partners to secure major philanthropic support. Reporting to the Vice President for Institutional Advancement, the role involves developing strategic plans to cultivate and steward a portfolio of corporate donors, creating written proposals, and potentially supervising a small team. Key responsibilities include identifying new prospects, managing relationships with at least 100 partners, and collaborating with senior leadership to align corporate gifts with institutional priorities. The position offers the appeal of driving significant impact on college programs and capital campaigns within a collaborative advancement environment. The role requires frequent local and national travel, including overnight stays, and flexibility to work weekends and evenings as needed.

The Director of Development leads the fundraising strategy for HomeFirst, a Bay Area nonprofit dedicated to ending homelessness. Reporting to the Chief Development & Marketing Officer, this hybrid role based in San Jose involves managing a team of two while driving revenue growth through individual major gifts and corporate partnerships across the region. Key responsibilities include executing integrated fundraising plans, cultivating high-value donor relationships, and overseeing development operations to ensure data-driven decision-making. The position appeals to mission-driven professionals seeking to advance a cause rooted in housing as a human right within a collaborative culture that values kindness and excellence. The role offers significant opportunities for professional growth, leadership development, and the chance to make a tangible impact on community well-being.

The Financial Consultant role at Fidelity Investments supports the Boston-based team by delivering strategic financial guidance and services to clients. Key responsibilities include conducting comprehensive financial planning, developing tailored investment strategies, managing client portfolios, and educating customers on various financial products while ensuring regulatory compliance. The position appeals to professionals seeking to leverage extensive resources and a vast array of financial tools to help clients achieve their long-term goals. The role offers a collaborative environment with a focus on building lasting client relationships and provides a comprehensive benefits package including medical, dental, vision, and life insurance.

The Business Banking Senior Relationship Manager role serves as a trusted advisor for complex commercial clients with annual revenues between $20 and $50 million. Key responsibilities include managing an extensive portfolio, analyzing financial statements to assess business conditions, and collaborating with internal specialists to design tailored financial solutions. The position emphasizes acquiring new business, deepening existing relationships, and mentoring peers within the team. This opportunity appeals to professionals seeking a career in a collaborative environment that values inclusive growth and professional development. The role operates within an in-office culture that provides flexibility based on specific business needs, offering a stable 40-hour work week focused on driving responsible growth and making an impact in the community.

This Financial Solutions Advisor role supports clients in the Annapolis and Salisbury, Maryland areas by developing customized financial plans and recommending investment strategies. The position involves triaging client leads, referring customers to specialized partners based on their needs, and engaging new prospects to build a robust pipeline. Candidates will work within an in-office environment to foster strong client relationships while managing risk and completing required industry licenses. The role appeals to self-disciplined individuals seeking career growth within a collaborative culture that prioritizes responsible growth and community impact.

This Wealth Management Associate role at Equitable Advisors in New York focuses on building client relationships and developing personalized financial strategies. Key responsibilities include nurturing client connections through networking, assessing financial objectives to create tailored plans, and consulting on specific financial products. The position offers a structured career path with comprehensive training, including sponsorship for required FINRA licenses and a 120-day hands-on employment period. The role appeals to individuals with an entrepreneurial spirit by providing mentorship from local leaders, access to continuous learning resources, and opportunities for professional designations. While an in-office presence is required, the schedule offers flexibility to support work-life balance. The company fosters a culture of social impact, diversity, and community engagement, supporting employees through wellness programs and giving-back initiatives.

This Wealth Management Associate role in Woodbury, NY, involves building a client base and providing financial guidance within a structured training program. Key responsibilities include developing personalized financial strategies, managing client portfolios, and nurturing relationships through networking and consistent communication. The position is appealing due to comprehensive support, including FINRA licensing sponsorship, a 120-day paid training period, and access to mentorship and leadership development schools. The role offers a stable income during the initial phase, opportunities for professional designations, and a culture focused on social impact and community engagement. While the position requires an in-office presence, it provides a flexible schedule to balance productivity with personal time.

This Wealth Management Associate role is based in California locations including Irvine, Los Angeles, and Ventura, requiring an in-office presence. The position focuses on building client relationships, developing personalized financial strategies, and providing product consultations to help individuals achieve financial wellness. The role offers a structured career path with comprehensive training, including sponsorship for required FINRA licenses and a 120-day hands-on employment period. Key appeals include a supportive mentorship program, access to leadership development schools, and a culture dedicated to social impact and community engagement. The position provides a stable pay structure during the initial training phase and opportunities for professional growth through designations like CFP.

This full-time Senior Account Manager role is based in Milwaukee, Wisconsin, within a privately held commercial landscaping organization. The position serves as the primary liaison for a portfolio of commercial maintenance accounts, bridging client relationship management with operational coordination. Key responsibilities include conducting property inspections, ensuring service quality and safety compliance, and identifying opportunities for landscape enhancements to drive revenue growth. The role appeals to professionals seeking long-term career development, structured training, and a culture focused on service excellence and client retention. The position requires local travel within the territory and offers opportunities for leadership advancement within a stable, privately held company.

This Analyst, Content Specialist role within the Innovation Department at Harrison Street Asset Management focuses on bridging human expertise and artificial intelligence. The position involves capturing and structuring institutional knowledge from investment professionals to train proprietary AI models, transcribing and synthesizing strategic meeting notes, and collaborating with engineering teams to ensure data fidelity. The specialist also supports the development of case studies and narratives that highlight the firm's AI applications. This opportunity appeals to candidates interested in the intersection of finance and emerging technology, offering a chance to work with a global leader in alternative investments. The role is based in Chicago and emphasizes a culture of innovation, intellectual curiosity, and forward-thinking strategies.

The Global Fund Tax Manager role at Franklin Templeton supports the Global Fund Tax team in delivering compliance and advisory services for diverse investment vehicles, including mutual funds, REITs, and private funds. Key responsibilities include providing expert tax guidance on complex operational issues involving alternative investments, managing governance frameworks, and leading process improvement and automation initiatives to enhance efficiency. The position appeals to professionals seeking a collaborative, inclusive culture with significant opportunities for career growth, continuous learning, and exposure to innovative financial structures. This hybrid role requires three days onsite in either Boston or Rancho Cordova, offering a balanced work arrangement within a dynamic global organization.

This Investment Associate role supports the global venture capital team in identifying and executing opportunities within North America, focusing on energy and industrial sectors. Key responsibilities include sourcing deal flow through industry networks and research, conducting comprehensive due diligence such as financial modeling and market analysis, and assisting with portfolio management and reporting to investment committees. The position offers a dynamic environment for professionals with a background in engineering, finance, or consulting to develop expertise in corporate venture capital. The role involves close collaboration with senior personnel and potential board observer status, providing significant growth opportunities within a strategic, mission-driven organization.

This senior requirements analyst role within Parsons' Federal Solutions team supports USCYBERCOM as a SETA contractor. The position involves developing tracking methods for program acquisition strategies, conducting functional needs assessments for cyber capabilities, and applying advanced business analytics to identify budget and process inefficiencies. Key responsibilities include monitoring financial data, preparing status presentations for decision-making, and managing knowledge activities for cyber portfolios. The role offers the opportunity to work closely with government customers in a fast-paced environment while contributing to national security missions. The position is part of a culture that values agility and growth, offering flexible work schedules and comprehensive benefits to support employee wellbeing.

This senior management role within the Wealth Advisory department focuses on guiding a team of Private Client Advisors to deliver personalized, fee-based investment solutions. Key responsibilities include managing client relationships, utilizing specialized financial planning software to create customized portfolio strategies, and leveraging proprietary research to support investment advice. The position is appealing due to a culture that prioritizes integrity and continuous professional development without commission-driven sales pressures. The role offers a hybrid work arrangement that balances remote flexibility with in-person collaboration, supported by a comprehensive benefits package including a 401(k) match, sabbatical opportunities, and tuition reimbursement.

The Wealth Advisor role at Stockman Wealth Management focuses on delivering comprehensive financial planning and portfolio management services while driving business growth. Key responsibilities include developing new client relationships, deepening existing connections through personalized service, and participating in corporate meetings and special projects. The position requires a strong commitment to exceptional client care, the ability to work independently, and proficiency in complex financial analysis. This opportunity appeals to professionals seeking a dynamic environment that values action-oriented problem-solving and professional growth. The role involves regular travel, including overnight trips, and is ideal for individuals with a Bachelor's degree and Series 65 certification who thrive in a collaborative, client-focused culture.

This Director-level role within the municipal investment division focuses on portfolio performance attribution and client support for municipal strategies. The position involves compiling and analyzing portfolio metrics, conducting performance attribution analysis, and preparing responses to RFP requests in collaboration with investment and operations teams. Key duties include articulating complex performance data to internal stakeholders and external clients, maintaining relationships with portfolio managers, and assisting in the development of marketing materials. The role appeals to professionals seeking to leverage their fixed income expertise within a global investment leader known for its collaborative culture and commitment to long-term client impact. The position operates in a collaborative in-office environment where associates work across organizational boundaries to drive innovation and deliver meaningful results.

This full-time Senior Product Manager role within Labcorp's Oncology Product Team focuses on managing the hematologic malignancies portfolio, including NGS panels, MRD modalities, and cytogenetics. The position involves driving multi-year product strategy, developing comprehensive business cases, and defining disease-specific reflex algorithms to address evolving client needs. Key responsibilities include collaborating with medical affairs and market access to generate evidence for payer submissions, optimizing the end-to-end testing experience, and building relationships with key opinion leaders. The role appeals to candidates seeking to lead high-impact diagnostics in a mission-driven environment with opportunities for professional growth. The position requires a hybrid work arrangement with a minimum of three in-office days per week for candidates residing near Burlington or Durham, North Carolina.

This full-time Financial Professional role in New York focuses on helping individuals and families achieve financial wellness through personalized wealth management strategies. The position involves building client relationships, developing tailored financial plans based on risk tolerance, and providing consultation on various financial products. The role is ideal for individuals with an entrepreneurial spirit seeking a structured career path, offering comprehensive training including FINRA licensing sponsorship and a 120-day hands-on program. Key appeals include a supportive culture dedicated to social impact, access to leadership development schools, and a stable pay structure during the initial employment period. While the position requires an in-office presence in New York, it features a flexible schedule designed to support work-life balance and professional growth.