Portfolio Manager
Portland, OR · Hybrid
Client asset management, including development of investment policy statements and asset allocation ... recommendations, as well as implementation and ongoing management of client investment portfolios
Portland, OR · Hybrid
Client asset management, including development of investment policy statements and asset allocation ... recommendations, as well as implementation and ongoing management of client investment portfolios
Portland, OR · Hybrid
Client asset management, including development of investment policy statements and asset allocation ... recommendations, as well as implementation and ongoing management of client investment portfolios
Provide ongoing monitoring of progress such as project status, issue resolution, task and allocation management, and timeline tracking; consult with team and adjust as needed. * Adopt automation and ...
Provide ongoing monitoring of progress such as project status, issue resolution, task and allocation management, and timeline tracking; consult with team and adjust as needed. * Adopt automation and ...
Provide ongoing monitoring of progress such as project status, issue resolution, task and allocation management, and timeline tracking; consult with team and adjust as needed. * Adopt automation and ...
Provide ongoing monitoring of progress such as project status, issue resolution, task and allocation management, and timeline tracking; consult with team and adjust as needed. * Adopt automation and ...
Portland, OR · On-site
$160K - $200K/yr
Client asset management, including development of investment policy statements and asset allocation recommendations, as well as implementation and ongoing management of client investment portfolios
Portland, OR · On-site
$160K - $200K/yr
Client asset management, including development of investment policy statements and asset allocation recommendations, as well as implementation and ongoing management of client investment portfolios
Portland, OR · Hybrid
$160/hr
Client asset management, including development of investment policy statements and asset allocation recommendations, as well as implementation and ongoing management of client investment portfolios
Quick apply
Portland, OR · Hybrid
$160/hr
Client asset management, including development of investment policy statements and asset allocation recommendations, as well as implementation and ongoing management of client investment portfolios
Alert BPA staff of any resource allocation issues and recommend solutions (see note above).Forecast and recommend / request appropriate project resources to fulfill project needs; recommended ...
Quick apply
Alert BPA staff of any resource allocation issues and recommend solutions (see note above).Forecast and recommend / request appropriate project resources to fulfill project needs; recommended ...
Portland, OR · On-site
Overview The role of the Flight Operations Manager is to oversee operations management, people management, and sensor platform resource allocation for helicopter aerial geospatial technologies ...
Portland, OR · On-site
Overview The role of the Flight Operations Manager is to oversee operations management, people management, and sensor platform resource allocation for helicopter aerial geospatial technologies ...
The role of the Flight Operations Manager is to oversee operations management, people management, and sensor platform resource allocation for helicopter aerial geospatial technologies workflows. The ...
The role of the Flight Operations Manager is to oversee operations management, people management, and sensor platform resource allocation for helicopter aerial geospatial technologies workflows. The ...
Overview The role of the Flight Operations Manager is to oversee operations management, people management, and sensor platform resource allocation for helicopter aerial geospatial technologies ...
Overview The role of the Flight Operations Manager is to oversee operations management, people management, and sensor platform resource allocation for helicopter aerial geospatial technologies ...
Ability to identify milestones/deliverable delays and critical resource allocation issues from the ... Ability to manage work efforts of medium size and moderate complexity. * Demonstrated functional ...
Ability to identify milestones/deliverable delays and critical resource allocation issues from the ... Ability to manage work efforts of medium size and moderate complexity. * Demonstrated functional ...
Portland, OR · On-site
$102K - $190K/yr
A Trust Portfolio Manager provides expertise in the management of trust and investment ... Proficient in global asset allocation strategies including alternative investments. * Monitor and ...
Portland, OR · On-site
$102K - $190K/yr
A Trust Portfolio Manager provides expertise in the management of trust and investment ... Proficient in global asset allocation strategies including alternative investments. * Monitor and ...
Portland, OR · On-site
$102K - $190K/yr
A Trust Portfolio Manager provides expertise in the management of trust and investment ... Proficient in global asset allocation strategies including alternative investments. * Monitor and ...
Portland, OR · On-site
$102K - $190K/yr
A Trust Portfolio Manager provides expertise in the management of trust and investment ... Proficient in global asset allocation strategies including alternative investments. * Monitor and ...
Portland, OR · On-site
Closely collaborate with allocation to ensure product is assorted on time and in alignment with business strategy and market-relevant store tiering needs. * Work with the planning team in monthly ...
Portland, OR · On-site
Closely collaborate with allocation to ensure product is assorted on time and in alignment with business strategy and market-relevant store tiering needs. * Work with the planning team in monthly ...
Manage production schedules, case flow, and resource allocation to meet turnaround times without compromising standards * Implement and maintain rigorous quality control protocols for all ...
Manage production schedules, case flow, and resource allocation to meet turnaround times without compromising standards * Implement and maintain rigorous quality control protocols for all ...
Portland, OR · Remote
$90K - $125K/yr
Develop and manage project budgets, schedules, and resource allocation to meet project milestones and deadlines. * Coordinate with engineers, architects, contractors, and government agencies to ...
Quick apply
Portland, OR · Remote
$90K - $125K/yr
Develop and manage project budgets, schedules, and resource allocation to meet project milestones and deadlines. * Coordinate with engineers, architects, contractors, and government agencies to ...
Portland, OR · Remote
$90K - $125K/yr
Develop and manage project budgets, schedules, and resource allocation to meet project milestones and deadlines. * Coordinate with engineers, architects, contractors, and government agencies to ...
Quick apply
Portland, OR · Remote
$90K - $125K/yr
Develop and manage project budgets, schedules, and resource allocation to meet project milestones and deadlines. * Coordinate with engineers, architects, contractors, and government agencies to ...
Portland, OR · On-site
$90K - $95K/yr
Based on time allocation, need, occurrence, experience, the role will be tasked with special ... Collaborates with service managers, project managers, technical leads, and the sales team * Shares ...
Quick apply
Portland, OR · On-site
$90K - $95K/yr
Based on time allocation, need, occurrence, experience, the role will be tasked with special ... Collaborates with service managers, project managers, technical leads, and the sales team * Shares ...
Portland, OR · On-site
Based on time allocation, need, occurrence, experience, the role will be tasked with special ... Collaborates with service managers, project managers, technical leads, and the sales team * Shares ...
Portland, OR · On-site
Based on time allocation, need, occurrence, experience, the role will be tasked with special ... Collaborates with service managers, project managers, technical leads, and the sales team * Shares ...
Portland, OR · On-site
Responsibilities : • Manage the detailed project plans, timelines, dependencies, budgets, and resource allocation for assigned work-stream(s) of an ERP implementation, ensuring alignment with the ...
Portland, OR · On-site
Responsibilities : • Manage the detailed project plans, timelines, dependencies, budgets, and resource allocation for assigned work-stream(s) of an ERP implementation, ensuring alignment with the ...
Portland, OR · On-site
Account manager for selected B2B accounts including, but not limited to, sell-in, customer service, driving allocation management, communication reminders, brand comms, and order management ...
Portland, OR · On-site
Account manager for selected B2B accounts including, but not limited to, sell-in, customer service, driving allocation management, communication reminders, brand comms, and order management ...
$25.9K - $34.7K
9% of jobs
$34.7K - $43.5K
15% of jobs
$44.2K is the 25th percentile. Wages below this are outliers.
$43.5K - $52.4K
17% of jobs
The median wage is $55.3K / yr.
$52.4K - $61.2K
27% of jobs
$66.6K is the 75th percentile. Wages above this are outliers.
$61.2K - $70K
12% of jobs
$70K - $78.8K
8% of jobs
$78.8K - $87.6K
4% of jobs
$87.6K - $96.4K
3% of jobs
$96.4K - $105.2K
2% of jobs
$105.2K - $114K
2% of jobs
$114K - $122.8K
1% of jobs
$25.9K
$63K
$122.8K
An Allocation Manager is responsible for distributing products, resources, or inventory efficiently to meet business demands. They analyze sales data, forecast demand, and manage supply chain logistics to ensure optimal stock levels across various locations. Their role involves close collaboration with merchandising, logistics, and purchasing teams to balance supply and demand. They also use inventory management systems and data-driven strategies to minimize waste and maximize profitability.
To thrive as an Allocation Manager, you need strong analytical abilities, knowledge of inventory management, and a relevant degree such as business, supply chain management, or finance. Familiarity with ERP systems, demand forecasting software, and proficiency in Excel are essential technical assets. Exceptional organizational skills, attention to detail, and effective communication set standout professionals apart. These competencies are crucial for ensuring optimal resource distribution, minimizing stockouts or overages, and collaborating efficiently with cross-functional teams.
Allocation Managers often face the challenge of balancing fluctuating demand with limited inventory, especially during seasonal peaks or supply chain disruptions. They must collaborate closely with buying, planning, and logistics teams to ensure that products are distributed efficiently and store needs are met. Staying responsive to sales trends and adapting plans quickly can require robust analytical skills and the ability to manage competing priorities. Building strong relationships across departments and leveraging real-time data analytics can help Allocation Managers anticipate issues and implement effective solutions.
Are you passionate about investing, building meaningful client relationships, and collaboration? Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key role in shaping investment strategy, managing sophisticated client portfolios, and mentoring the next generation of investment professionals. This is an exciting opportunity to make a direct impact within an employee-owned firm that values thoughtful advice, exceptional client service, and long-term relationships.
Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Portfolio Manager position.
We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.
Specific responsibilities include:
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Investment management and consulting services
51 - 200 Employees
Bellevue, WA, US
1996