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Deerfield Management
Deerfield Management

60 Deerfield Portfolio Manager Jobs Hiring Near You

eCom Solutions, Inc.

Portfolio Manager

Atlanta, GA

In order to be successful in this role, you will need to have prior experience in both program management and team management. Portfolio Manager Responsibilities * Lead programs and activities in ...

Socket.dev

Wealth Management Portfolio Manager

Lufkin, TX · On-site

$90 - $130/hr

Position Title Wealth Management Portfolio Manager FLSA Status Exempt Reports to WM-Trust Director of Portfolio Management Job Summary Has an integral role in executing and maintaining investment ...

New

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

$70 - $90/hr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management (TCV) a fully employee-owned, independent trust company providing asset management, trust ...

ClifyX

Program/Portfolio Manager

Malvern, PA · On-site

Required : • Must have a CRM background (client uses MS Dynamics but any other CRM knowledge ... M Portfolio. • Engage with Functional and Technology leaders from the client and TCS side to ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

$89K - $135K/yr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management (TCV) a fully employee-owned, independent trust company providing asset management, trust ...

Tri-Hill Management LLC

Be Seen First

Portfolio Manager

Manhattan, NY · On-site

$135K - $140K/yr

TRI-HILL MANAGEMENT IS GROWING!! We are seeking Portfolio Managers with 10 years of NYC residential property management experience. Summary/Objective: The Portfolio Manager is responsible for ...

Tri-Hill Management LLC

Be Seen First

Portfolio Manager

Manhattan, NY · On-site

$135K - $140K/yr

TRI-HILL MANAGEMENT IS GROWING!! We are seeking Portfolio Managers with 10 years of NYC residential property management experience. Summary/Objective: The Portfolio Manager is responsible for ...

Skillcloud HCM

Portfolio Manager

Knoxville, TN · On-site

$89K - $135K/yr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management (TCV) a fully employee-owned, independent trust company providing asset management, trust ...

Busey

Treasury Management Portfolio Manager

Decatur, IL · On-site

$55K - $72K/yr

Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance, propose and sell implement TM services. Duties & Responsibilities * Manage and actively and cross-sell ...

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Wealth Management Portfolio Manager

United Community Bank

Atlanta, GA • On-site

Full-time

Re-posted 2 days ago

Job description

The Wealth Management Portfolio Manager is responsible for constructing and managing discretionary investment portfolios for high-net-worth individuals and institutions. This position has responsibility for leading the development of the investment strategy for new and existing clients. Additionally, this position supports Private Bankers and Trust Officers on all Investment Management & Trust sales opportunities and client relationship review meetings.


  • Design, construct, and manage client investment portfolios in line with clients’ financial goals.
  • Execute trades and rebalance portfolios to maintain optimal asset allocation.
  • Complete investment and client reviews annually or as required.
  • Communicate with clients to understand their financial objectives and explain investment strategies and performance.
  • Monitor investment performance of portfolios and adjust as necessary.
  • Ensure compliance with the relevant regulations and company’s standards.
  • Collaborate with the investment team and other internal partners to enhance the client experience.
  • Monitor and analyze financial markets, trends, and economic indicators.
  • Continually build a network of internal and external sources to acquire new client relationships.
  • Stay informed on legal and regulatory changes affecting investment management.
  • Drive business results and acquire new assets, both from existing client base and new client acquisition.
  • Actively participate in community activities and events with purpose of visibility in the community and prospects.



  • Undergraduate degree in business related field or equivalent experience.
  • Preferred degree or designations, MBA, CFA, CIMA, and/or CFP certification.
  • Five plus years investment management or investment advisory experience.
  • Deep knowledge of investment strategies including alternative investments.
  • Detailed understanding of performance measurement concepts and methodologies.
  • Strong knowledge of investment management and wealth planning concepts.
  • Proven track record in cultivating new and existing client relationships.
  • Good interpersonal skills to represent the bank positively in dealing with clients.
  • Excellent analytical, quantitative, verbal, and written communication skills.

  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

 

FLSA Status: Exempt

 

Ready to take your career to the next level? Apply now and become a vital part of our team!

 

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


USD $0.00 - USD $0.00 /Yr.

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