Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield, income driven - passively managed). * Participate in investment strategy discussions ...
Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield, income driven - passively managed). * Participate in investment strategy discussions ...
Portfolio Manager
Dublin, OH · On-site
Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield, income driven - passively managed). * Participate in investment strategy discussions ...
Portfolio Manager
Dublin, OH · On-site
Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield, income driven - passively managed). * Participate in investment strategy discussions ...
Portfolio Manager - Franchise Banking
Columbus, OH · On-site
$120 - $180/hr
As applicable, attend client calls (virtual or in-person) with Relationship Management and other Bank partners. Establish positioning as secondary bank contact for the portfolio of covered clients.
Portfolio Manager - Franchise Banking
Columbus, OH · On-site
$120 - $180/hr
As applicable, attend client calls (virtual or in-person) with Relationship Management and other Bank partners. Establish positioning as secondary bank contact for the portfolio of covered clients.
Maintain an independent current and forward-looking view on the creditworthiness of each client and ... CRE Portfolio Manager II Total Base Pay Range 82,100.00 - 172,500.00 USD Annual At Fifth Third, we ...
Maintain an independent current and forward-looking view on the creditworthiness of each client and ... CRE Portfolio Manager II Total Base Pay Range 82,100.00 - 172,500.00 USD Annual At Fifth Third, we ...
Portfolio Manager - Healthcare
Columbus, OH · On-site
$70K - $140K/yr
The Healthcare Portfolio Manager - Corporate, Specialty and Government PM is responsible for the ... As applicable, attend client calls (virtual or in-person) with Relationship Management and other ...
Portfolio Manager - Healthcare
Columbus, OH · On-site
$70K - $140K/yr
The Healthcare Portfolio Manager - Corporate, Specialty and Government PM is responsible for the ... As applicable, attend client calls (virtual or in-person) with Relationship Management and other ...
Portfolio Manager - Healthcare
Columbus, OH · On-site
$70K - $140K/yr
The Healthcare Portfolio Manager - Corporate, Specialty and Government PM is responsible for the ... As applicable, attend client calls (virtual or in-person) with Relationship Management and other ...
Portfolio Manager - Healthcare
Columbus, OH · On-site
$70K - $140K/yr
The Healthcare Portfolio Manager - Corporate, Specialty and Government PM is responsible for the ... As applicable, attend client calls (virtual or in-person) with Relationship Management and other ...
... portfolio of Corporate Banking clients ... Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial ...
... portfolio of Corporate Banking clients ... Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial ...
... portfolio of Corporate Banking clients ... Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial ...
... portfolio of Corporate Banking clients ... Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial ...
As applicable, attend client calls (virtual or in-person) with Relationship Management and other Bank partners. Establish positioning as secondary bank contact for the portfolio of covered clients.
As applicable, attend client calls (virtual or in-person) with Relationship Management and other Bank partners. Establish positioning as secondary bank contact for the portfolio of covered clients.
Portfolio Manager - Franchise Banking Director
$93K - $189K/yr
As applicable, attend client calls (virtual or in-person) with Relationship Management and other Bank partners. Establish positioning as secondary bank contact for the portfolio of covered clients.
Portfolio Manager - Franchise Banking Director
$93K - $189K/yr
As applicable, attend client calls (virtual or in-person) with Relationship Management and other Bank partners. Establish positioning as secondary bank contact for the portfolio of covered clients.
Manages medium/large and complex portfolios based on client and corporate investment objectives. * Works closely with the customer to monitor investment performance and recommend a strategy.
Manages medium/large and complex portfolios based on client and corporate investment objectives. * Works closely with the customer to monitor investment performance and recommend a strategy.
Wealth & Investment Portfolio Manager III
Columbus, OH · On-site +1
Manages medium/large and complex portfolios based on client and corporate investment objectives. * Works closely with the customer to monitor investment performance and recommend a strategy.
Wealth & Investment Portfolio Manager III
Columbus, OH · On-site +1
Manages medium/large and complex portfolios based on client and corporate investment objectives. * Works closely with the customer to monitor investment performance and recommend a strategy.
Wealth & Investment Portfolio Manager III
Columbus, OH · On-site +1
Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy.
Wealth & Investment Portfolio Manager III
Columbus, OH · On-site +1
Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy.
Wealth & Investment Portfolio Manager III
Columbus, OH · On-site +1
Manages medium/large and complex portfolios based on client and corporate investment objectives. * Works closely with the customer to monitor investment performance and recommend a strategy.
Wealth & Investment Portfolio Manager III
Columbus, OH · On-site +1
Manages medium/large and complex portfolios based on client and corporate investment objectives. * Works closely with the customer to monitor investment performance and recommend a strategy.
Support cross-sell opportunities as identified through client interaction. 5. Monitors client ... Manager. 10. Ensure portfolio meets internal policy and regulatory expectations. 11. Formulates ...
Support cross-sell opportunities as identified through client interaction. 5. Monitors client ... Manager. 10. Ensure portfolio meets internal policy and regulatory expectations. 11. Formulates ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Helps to support the Portfolio Management team by performing portfolio monitoring tasks and ... client financial performance versus plan objectives and financial covenant compliance on a regular ...
Assistant Vice President, Specialty Deposit Portfolio Manager
Columbus, OH · On-site
$107K - $130K/yr
You will document client interactions through the Bank's CRM platform, and will work with sales ... Manages Escrow deposit portfolio for Juris Banking Escrow accounts * Provides initial review of ...
Assistant Vice President, Specialty Deposit Portfolio Manager
Columbus, OH · On-site
$107K - $130K/yr
You will document client interactions through the Bank's CRM platform, and will work with sales ... Manages Escrow deposit portfolio for Juris Banking Escrow accounts * Provides initial review of ...
Support cross-sell opportunities as identified through client interaction. 5. Monitors client ... Manager. 10. Ensure portfolio meets internal policy and regulatory expectations. 11. Formulates ...
Support cross-sell opportunities as identified through client interaction. 5. Monitors client ... Manager. 10. Ensure portfolio meets internal policy and regulatory expectations. 11. Formulates ...
Sr Treasury Management Portfolio Manager
Columbus, OH · On-site +1
Client Experience & Market Positioning Collaborate with Sales, Relationship Management, and Client ... Represent the TM product portfolio in executive forums and enterprise pricing councils. Performance ...
Sr Treasury Management Portfolio Manager
Columbus, OH · On-site +1
Client Experience & Market Positioning Collaborate with Sales, Relationship Management, and Client ... Represent the TM product portfolio in executive forums and enterprise pricing councils. Performance ...
Client Portfolio Manager information
See salary details
$36.5K - $50.7K
7% of jobs
$50.7K - $65K
9% of jobs
$71.3K is the 25th percentile. Wages below this are outliers.
$65K - $79.2K
20% of jobs
The median wage is $88.9K / yr.
$79.2K - $93.4K
20% of jobs
$93.4K - $107.6K
17% of jobs
$113K is the 75th percentile. Wages above this are outliers.
$107.6K - $121.9K
4% of jobs
$121.9K - $136.1K
14% of jobs
$136.1K - $150.3K
1% of jobs
$150.3K - $164.5K
1% of jobs
$164.5K - $178.8K
3% of jobs
$178.8K - $193K
3% of jobs
$36.5K
$100.5K
$193K
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Job description
- Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield, income driven – passively managed).
- Participate in investment strategy discussions and assist in the development of portfolio strategies spanning LGIP’s, Money Market Funds, and the separately managed account landscape.
- Source, analyze, trade and monitor individual securities in the municipal, corporate, and government sectors, based upon the analysis of macro-economic factors and sector fundamentals as they affect the level of interest rates and the relative value among fixed income sectors.
- Contribute to Meeder Public Funds overall fixed income strategy.
- Maintain Broker Dealer relationships to ensure proper coverage and best execution in fixed income.
- Perform credit analysis on a set of corporate issuers or sectors (approximately 10% of time spent).
- Be a member of and expected to contribute to the oversight of credit exposure as a representative on the credit committee.
- Fiduciary and client-oriented mindset
- Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, etc. particularly as it relates to fixed income investing
- Strong organizational and time management skills to effectively manage over 75 fixed income portfolios
- Excellent communication skills and ability to work with other team members toward a common goal
- Flexibility and adaptability to a dynamic environment within a growing firm
- High level of integrity and strong ethical standards
- Bachelor's degree required in business administration with emphasis in accounting, finance, or related field.
- Progress toward the CFA, CMT, or similar designation preferred.
- Proficiency in, Bloomberg, Charles River, MarketAxess, and other research/data compilation tools.
- Advanced knowledge of Microsoft Office products.
About Meeder Investment Management
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Dublin, OH, US
Year founded
1974