Lifeworks Services
Lifeworks Services

63 Lifeworks Services Portfolio Manager Jobs Hiring Near You

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Portfolio Manager

Layton, UT · On-site

$58K - $62K/yr

Portfolio Manager Position Summary Real Property Management is seeking a dynamic, detail-oriented ... Excellent customer service and communication skills. * Strong organizational and time management ...

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Company Overview Arixa Capital is a leading private real estate lender and alternative investment manager with over $8 billion in originations completed since inception and a servicing portfolio ...

Technology Services team is integral to maintaining the Firm's overall technology, mobile and ... Position Summary The Portfolio Manager is a senior leadership role within the Technology PMO, ...

Technology Services team is integral to maintaining the Firm's overall technology, mobile and ... Position Summary The Portfolio Manager is a senior leadership role within the Technology PMO, ...

Technology Services team is integral to maintaining the Firm's overall technology, mobile and ... Position Summary The Portfolio Manager is a senior leadership role within the Technology PMO, ...

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Re-posted 5 days ago


Job description

The PortfolioManager is a full-time member of the Portfolio Management Group and isresponsible for the day-to-day portfolio management and relationship managementof their designated insurance clients.

Thesuccessful candidate will possess excellent communication skills to articulate economic,capital market, and portfolio commentary for their clients as well as stronganalytical skills to effectively manage portfolios.

The successful candidatewill have a demonstrated history of utilizing internal client resourceseffectively to serve external clients to the best of the firm's ability. 

The PortfolioManagement Group is responsible for delivering investment and capitalmanagement services to insurance clients.

The members of the PortfolioManagement Group are the day-to-day contacts for NEAM's insurance companyclients and lead the internal client teams.

They are responsible for therelationship management and client portfolio management functions which includethe application of NEAM investment policy to specific client portfolios and havingintimate knowledge of the day-to-day activities in the portfolio, clientguidelines, risk tolerance, and unique requirements.

Their specific focus is toeffectively provide service that results in maintenance and growth of assetsunder management with their client.

The Portfolio Manager will represent thefirm at regular client board/investment committee meetings and report oneconomic and capital market developments, investment strategy, portfolioactivity, and performance results.