5641 portfolio manager jobs found

The Client Portfolio Manager, Content collaborates with CPM teammates to write, review and/or edit a range of Nuveen thought leadership and other investment-related content in support of Nuveen's sales/distribution efforts and other business priorities. The role ensures editorial quality, consistency of messaging and maintenance of Nuveen brand guidelines in line with the highest professional standards. Key Responsibilities and Duties Write, edit and/or review the following content: Weekly economic, market and/or asset class-specific pieces, including the CIO Weekly or others that may be created or assigned Monthly performance commentaries for Nuveen equity, fixed income and real assets UCITS and/or Luxembourg funds Monthly market or asset class updates to meet non-U.S. and/or institutional client-specific requests, such as global equities review/outlook for Japan Quarterly performance commentaries for Nuveen mutual funds, closed-end funds,...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK. The opportunity: The Renewal Portfolio Manager (RPM) is a revenue generating role that is responsible for managing the end-to-end renewal process...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) What You'll Be Doing As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment team, business development/advisor teams, and UHNW clients/prospects (as well as some institutions), acting as an ambassador for alternative investment strategies. You will play a critical role in fostering client relationships and supporting business development activities. You will raise awareness and educate advisors, business development officers, clients, and prospects...

Job Title Senior Portfolio Manager Job Description Summary Lead and manage commercial office and retail transactions end-to-end Job Description General Responsibilities: The Senior Portfolio Manager is responsible for the end-to-end delivery, governance, and oversight of transaction management services across an assigned portfolio and geography. This role ensures the successful execution of real estate strategies, driving value through complex deal negotiations, stakeholder alignment, and operational excellence. The position requires strong leadership, communication, and the ability to influence outcomes across diverse stakeholders. Key Competencies – Strong governance mindset with attention to compliance and process excellence. – Excellent negotiation skills and experience closing complex real estate transactions. – Advanced stakeholder management and influencing capabilities. – Excellent communication skills (written and verbal) with executive...

The Client Portfolio Manager, Content collaborates with CPM teammates to write, review and/or edit a range of Nuveen thought leadership and other investment-related content in support of Nuveen’s sales/distribution efforts and other business priorities. The role ensures editorial quality, consistency of messaging and maintenance of Nuveen brand guidelines in line with the highest professional standards. Key Responsibilities and Duties Write, edit and/or review the following content: Weekly economic, market and/or asset class-specific pieces, including the CIO Weekly or others that may be created or assigned Monthly performance commentaries for Nuveen equity, fixed income and real assets UCITS and/or Luxembourg funds Monthly market or asset class updates to meet non-U.S. and/or institutional client-specific requests, such as global equities review/outlook for Japan Quarterly performance commentaries for Nuveen mutual funds, closed-end funds, retail and/or...

Work Location: Boston, Massachusetts, United States of America Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: Department Overview: The Credit Portfolio Manager II role covers...

The Brooklyn Investment team is building the next generation of direct indexing - a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. As a Client Portfolio Manager (CPM), you will sit at the intersection of clients, quantitative research, and technology, translating complex analytical insights into actionable client outcomes. You will partner closely with portfolio managers, engineers, and customer success representatives to customize portfolios, communicate performance and risk, and help scale a platform that is redefining wealth management. This is a high-visibility role requiring fluency in markets, proficiency in Python, and the credibility to engage effectively with sophisticated allocators and advisors. Key Responsibilities and Duties Serve as a primary ambassador of the direct indexing platform by engaging directly with...

Work Location: Boston, Massachusetts, United States of America Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: Department Overview: The Credit Portfolio Manager II role covers...

Work Location: Boston, Massachusetts, United States of America Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: Department Overview: The Credit Portfolio Manager II role covers...

Work Location: Boston, Massachusetts, United States of America Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: Department Overview: The Credit Portfolio Manager II role...

Work Location: New York, New York, United States of America Hours: 40 Pay Details: 124,280 - 186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Credit Portfolio Manager II (CPM) performs the financial analysis...

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Position Overview We are seeking an experienced and accomplished Retail Portfolio Manager to provide executive-level oversight of the day-to-day operations and long-term performance of a large, geographically diverse portfolio of grocery-anchored shopping centers. This is a senior leadership position requiring a seasoned professional with deep expertise in retail real estate management, operations, and financial...

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! Franklin Templeton Investment Solutions (FTIS) is an investment management unit of Franklin Templeton managing in excess of $100 billion across a variety of mutual funds and other investment vehicles. Franklin Templeton Investment Solutions is a leader in multi-asset, quantitative, and hedged solutions, leveraging a global network of...

Portfolio Manager, Private Asset Management The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. Key Responsibilities and Duties Builds successful investment portfolios informed by market conditions and economic trends. Maintains accurate records and documentation for audits and client reporting. Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis. Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective. Determines acceptable risk levels with clients based on time frames, risk preferences, return...

The Director- Client Portfolio Manager, Muni-NEFI supports activities within municipal investment products and the client portfolio management for municipal strategies by ensuring timely, accurate, and accessible performance information is available to the Investment Team, internal business partners, and outside clients. Working independently with general supervision, this role is responsible for supporting portfolio-level metrics and performance attribution, assisting with RFP requests, and serving as a resource for both internal stakeholders and external clients seeking to understand municipal strategy performance. Key Responsibilities and Duties Supports the Investment Team and internal business partners by compiling and analyzing portfolio-level metrics, performance data, and attribution analysis, and communicating findings in a clear and succinct manner to both internal audiences and external clients as needed. Assists with the preparation and completion of...

The Portfolio Manager and Trader will be joining Neuberger’s Fixed Income Separately Managed Account Team and will lead the taxable business. Neuberger Berman manages over $2.4 billion in high quality-focused, taxable investment grade separately managed accounts (SMAs), across the yield curve. The successful candidate will work closely with members of the Investment Grade Credit, Securitized, Rates, and Municipal teams to develop investment ideas and implement them into portfolios. Responsibilities: Manage taxable US investment grade fixed income SMAs for Neuberger’s Intermediary and Private Net Worth sales channels. Mandates include Short Duration, Intermediate, Core, and Corporate Ladders Responsible for portfolio positioning, trade modeling, managing cash flows, trade execution across a wide variety of fixed income asset classes, and monitoring risk Collaborate closely with Neuberger’s fixed income sector teams, to identify investment opportunities across a...

Application Deadline: 06/15/2026 Address: 503 N. Washington Street Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Assesses...

Application Deadline: 06/15/2026 Address: 503 N. Washington Street Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Assesses...

Application Deadline: 05/28/2026 Address: 114 W First Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Develops investment proposals and participates in meetings with prospects/clients. Develops investment plan for clients and/or prospects using trading, liquidity, hedging and/or tax strategies. Produces client reports based on analysis of client-specific investment data. Provides guidance to the relationship manager on portfolio management issues. Evaluates investment markets, portfolio characteristics and investment manager performance....

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies. Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements. Signs off on new, renewal and extension loans within delegated authority. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities. Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment...

Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank's loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overall profitability of the portfolio. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Monitors the financial and risk performance of account portfolio; performs financial and risk analysis of customer and account information to provide insights and recommendations on how to improve quality, liquidity and Bank's...

Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank's loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overall profitability of the portfolio. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Monitors the financial and risk performance of account portfolio; performs financial and risk analysis of customer and account information to provide insights and recommendations on how to improve quality, liquidity and Bank's...

$120,000 - $130,000 base salary range + annual bonus potential! 100% remote in the United States, however, due to state-specific regulatory requirements, Potbelly does not currently support remote work from the following states: Alaska, California, and Hawaii. To be considered for this position, you must be able to perform the role from a state not listed above at the time of hire and for the duration of employment. Do you hunger for more? Potbelly Sandwich Shop is looking for friendly and outgoing people who enjoy working in a fast-paced, friendly environment. We are where good vibes and great careers are a way of life! What started as a small antique store in 1977 has become a nationally recognized neighborhood sandwich shop with over 400 locations across the United States. But toasty sandwiches are only as good as the people behind them. And yeah, we've got the best. Ready to join our growing Potbelly Nation? What’s In It For You**: Competitive pay with...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you’ll be doing You will join CIBC’s Commercial Banking team to provide support to account teams through client acquisition, relationship management and credit management processes as well as providing transactional support for client specific financing solutions. You will be committed to delivering on flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals. How you’ll succeed Business development support – Assist Relationship Managers, Commercial Banking in...