Portfolios Jobs

The Portfolio Counselor role serves as a short-term point of contact within the Private Client Group at a global investment firm, focusing on onboarding high-net-worth new clients. Key responsibilities include partnering with sales professionals to welcome new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and facilitating asset transfers. The position appeals to candidates seeking a hybrid service and sales environment without cold calling or prospecting, offering ongoing coaching and a collaborative culture. The firm emphasizes professional growth through a customized learning framework and provides comprehensive benefits including full health coverage and a 401(k) match. The role is based on-site within the New Client Conversion group.

The Portfolio Counselor role serves as a short-term point of contact within the Private Client Group at Fisher Investments, focusing on onboarding new high-net-worth clients. Key responsibilities include partnering with sales professionals to welcome new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and facilitating asset transfers. The position offers an appealing hybrid service and sales environment that eliminates cold calling and prospecting, allowing professionals to leverage their financial planning expertise. The role is supported by a collaborative culture with ongoing coaching, access to internal research teams, and a comprehensive benefits package including paid medical premiums and a 401(k) match.

The Portfolio Counselor role serves as the short-term point of contact for high-net-worth clients within the Private Client Group at a global investment firm. Key responsibilities include onboarding new clients, educating them on investment philosophies, aligning portfolio strategies with client goals, and facilitating asset transfers in collaboration with sales and operations teams. This position appeals to professionals seeking a hybrid service and sales environment that eliminates cold calling and prospecting while offering ongoing coaching and career development. The role features a collaborative culture focused on bettering the investment universe, supported by comprehensive benefits including paid health premiums, a 401(k) match, and generous paid time off.

This Associate role within the Portfolio Analysis Group at JPMorgan Wealth Management focuses on delivering independent analysis and thought leadership to support investment outcomes. Key responsibilities include managing composite performance reporting, conducting risk and return attribution analysis, and collaborating with technology teams to enhance portfolio analytics capabilities. The position involves validating performance processes, creating strategic business requirements, and serving as a subject matter expert for front-office advisors. The role is appealing for its opportunity to drive innovation in wealth management technology and work on high-impact strategic projects. It offers a collaborative environment within a global financial leader, requiring strong quantitative skills and the ability to communicate complex data to senior stakeholders. The position is based in Brooklyn, New York.

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 Product Portfolio Manager role at PPG's Danco division serves as a strategic thought leader responsible for driving the growth and evolution of core plumbing product categories. Key responsibilities include developing multi-year product roadmaps, leading new product development from concept to launch, and partnering cross-functionally with sales, marketing, and operations to optimize supply chain and profitability. This position appeals to commercially-minded professionals who thrive in dynamic retail environments, offering the opportunity to influence high-level business decisions and drive innovation. The role is based on-site at a campus featuring a fitness facility and restaurant, with access to comprehensive employee development programs and a collaborative culture focused on continuous improvement.

The Senior Portfolio Operations Analyst role supports the Portfolio Accounting team at Allspring Global Investments in Milwaukee. The position involves leading process improvements across portfolio accounting and performance functions, managing new product deployments, and resolving complex discrepancies with custodians. Key responsibilities include mitigating risk, enhancing operational efficiencies, and overseeing daily reconciliations and reporting. The role appeals to professionals seeking a leadership opportunity within a collaborative environment that values continuous improvement and execution excellence. The position operates on a hybrid model requiring four days of in-office work per week.

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 Commercial Portfolio Manager role at Partners Bank involves overseeing a portfolio of commercial client relationships within Maine to optimize financial performance and drive community development. Key responsibilities include analyzing client financial statements and credit data, developing strategies to grow revenue from existing accounts, and collaborating with the team to manage portfolio risks. The position is appealing due to the bank's commitment to innovative banking practices and a supportive culture that offers comprehensive benefits including medical, dental, vision, and life insurance alongside a 401k plan. This on-site role requires strong analytical skills and proficiency in risk management software, providing an opportunity for professionals to lead in a dynamic commercial banking environment.

The Hotel Franchise Finance Commercial Banking Portfolio Manager role supports the Commercial Banking division at Wells Fargo, focusing on the hospitality sector. Key responsibilities include conducting complex credit investigations, analyzing financial statements, and identifying process improvements while exercising independent judgment on medium-risk deliverables. The position requires collaborating with internal partners and external customers to present recommendations and manage risk. This opportunity appeals to professionals seeking to develop expertise in hotel finance and commercial real estate within a compliance-driven culture. The role offers a hybrid work arrangement in Scottsdale, Arizona, with occasional travel up to 10 percent.

The Associate Client Portfolio Manager role is based in the Vancouver office and focuses on managing a portfolio of corporate clients within the financial services sector. Key responsibilities include executing FX hedging, lending, and payment deals, while collaborating with the sales team to originate new business and expand existing relationships. The position requires providing bespoke risk management strategies and meeting specific revenue targets. This opportunity is appealing due to Ebury's supportive culture that prioritizes mentorship and career progression, with potential for advancement into leadership roles. The company offers a comprehensive benefits package, access to cutting-edge technology, and international development opportunities, all within a collaborative environment dedicated to helping businesses achieve global growth.

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.

This Staff Product Manager role within General Motors' Autonomous Vehicle organization focuses on defining the long-term strategy for next-generation automated driving experiences. The position involves shaping the portfolio vision, roadmap, and rollout strategy for customer-facing AV and HMI solutions across multiple vehicle programs. Key responsibilities include leading vehicle rollout planning, acting as the voice of the customer to balance safety and technical constraints, and driving pricing and packaging strategies in collaboration with engineering, marketing, and finance teams. The role appeals to strategic leaders seeking to influence the future of mobility in a mission-driven culture committed to zero crashes and zero emissions. It offers the opportunity to work on cutting-edge technology while navigating complex regulatory environments and influencing cross-functional teams to deliver intuitive, trust-building automated experiences.

This Commercial Real Estate Credit Analyst II role supports the banking team by partnering with Portfolio Managers to manage underwriting and credit monitoring for commercial real estate deals. Key responsibilities include performing financial and risk analysis, developing financial models, drafting credit documentation, and ensuring covenant compliance through detailed reporting and system updates. The position offers a collaborative environment where the analyst can develop expertise in end-to-end underwriting with limited oversight. The role is based in Charlotte, North Carolina, with minimal travel required, and provides opportunities for professional growth within an inclusive culture that values risk management and customer service.

This summer 2026 internship places candidates within Mariner's Performance Reporting or Defined Contribution Support Services teams to gain hands-on experience in investment operations. Key responsibilities include collecting and filing critical client documents, maintaining investment manager compliance spreadsheets, and uploading portfolio data into reporting systems. The role appeals to students seeking to develop practical skills in evaluating portfolio performance and assessing data integrity while working in a fast-growing financial services firm. The position offers a supportive culture focused on professional growth, teamwork, and work-life balance, with opportunities to contribute to real client deliverables in a professional office environment.

The Senior Quant Developer role within Fidelity Asset Management Technology supports the Quantitative Research & Investments Technology team by building and maintaining a systematic fixed income research and portfolio construction ecosystem. Key responsibilities include designing micro-services and RESTful APIs using Python, collaborating with quantitative researchers to capture requirements, and managing cloud infrastructure on AWS with CI/CD practices. The position appeals to candidates seeking to work on complex financial systems with a focus on portfolio optimization and data modeling. It offers a collaborative environment with opportunities for professional growth through educational assistance and mentorship, while providing comprehensive benefits and flexible work arrangements.

This senior quant developer role sits within the Quantitative Research & Investments Technology team at Fidelity Asset Management. The position involves partnering with research and investment groups to design, build, and maintain a systematic fixed income research and portfolio construction ecosystem. Key responsibilities include hands-on software development using Python and micro-services, integrating data services with user interfaces, and managing cloud infrastructure on AWS with CI/CD practices. The role appeals to candidates seeking to work on complex financial systems while collaborating with senior stakeholders across the organization. It offers a supportive environment with opportunities for professional growth, comprehensive benefits, and a focus on work-life balance.

This senior quant developer role supports the Quantitative Research & Investments Technology team at Fidelity Asset Management. The position focuses on designing and building a systematic fixed income research and portfolio construction ecosystem. Key responsibilities include hands-on software development using Python and microservices, collaborating with quantitative researchers to define requirements, and managing system architecture within an AWS cloud environment. The role appeals to candidates seeking to work on complex financial systems with a focus on portfolio optimization and data modeling. It offers a collaborative environment with opportunities for professional growth through educational assistance and mentorship, while supporting a hybrid work arrangement.

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.

This Vice President role at Blackstone Private Wealth serves as a subject-matter expert for 1031 exchange and tax-deferred real estate solutions. The position supports fundraising and advisor engagement by partnering with investment teams to develop product positioning and manage the full product lifecycle. Key responsibilities include providing technical guidance on tax structures, coordinating due diligence with legal and compliance teams, and creating high-impact market commentary and client updates. The role appeals to professionals seeking to leverage deep private real estate expertise within a global platform managing significant capital. It offers a collaborative environment with opportunities to mentor junior staff and engage with high-net-worth clients across North America, Europe, and Asia, requiring occasional travel for meetings and industry events.

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.

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.

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 Sales and Support Specialist role within the Commercial and Private Banking team at Associated Bank focuses on providing administrative and operational support throughout the client lifecycle. Key responsibilities include managing commercial loan documentation and closings, coordinating with relationship managers for portfolio administration, and serving as a liaison to resolve complex client inquiries while ensuring strict regulatory compliance. The position offers a collaborative, client-focused culture that values integrity and professional development, providing opportunities to gain exposure to complex commercial relationships and grow banking expertise. The role supports businesses across multiple Midwest communities and includes access to comprehensive benefits such as retirement plans, volunteer time, and diversity-focused resource groups.

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.