Register
Recruit Create CV

Portfolio Management Associate Jobs in Texas

Associate Manager, Medical Strategy & Portfolio Management
By Olympus Corporation of the Americas At Greater Boston, United States
BS/BA degree required, with MBA or Masters in Management preferred.
Provide guidance and advise on consistent ways to identify and apply risk adjustment to financial projections.
Support efforts to identify opportunities for adjacencies and/or market expansion across our Medical business to bridge medium and long-term growth gaps.
Support, and as required lead, new growth opportunity projects; develop early opportunity assessments, including strategic rationale and preliminary business cases.
Ability To travel up to 25%, including international
Portfolio Management Associate Jobs
By Roots Management Group At Addison, TX, United States
Identify and implement software systems that automate portfolio management.
Lead dispositions, in collaboration with Asset Management and Acquisitions.
Bachelor’s degree in accounting, finance, or other business-related field with substantive and relevant work experience in finance and/or real estate.
Propose portfolio strategies; offer expertise on investments, budgets, operations, etc.
Manage and improve strategic relationships with institutional real estate investment firms.
Adhere to compliance requirements and identify and communicate risks.
Portfolio Associate Jobs
By Mach Partners At Dallas-Fort Worth Metroplex, United States
1-3 years of relevant experience in finance or accounting related roles
Degree in accounting or finance is a plus
Expert level Microsoft Excel skills including modeling, array functions, pivot tables
Demonstrated analytics, critical thinking and problem solving skills to achieve results
Self-starter with the ability to manage multiple work efforts in a dynamic, fast-paced environment
Working knowledge of VBA or Microsoft Power Query is a plus
Manager/Director Portfolio Management
By True Power At Houston, TX, United States
Build and maintain models for portfolio risk analysis and suggest strategies within the company Risk Management Policies
Director of Supply & Portfolio Management
Manage pricing models and update as market variables/volatility changes
Bachelor’s degree in math, business, finance or related field required
Advanced quantitative and qualitative analytical skills
Minimum 5 years of experience in retail energy supply
Wealth Management, Portfolio Management Associate
By JPMorgan Chase Bank, N.A. At , Newark, 19713, De
3-7 years work experience in financial services industry with Private Wealth Management experience preferred
Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
Required Qualifications, Skills and Capabilities :
Maintain knowledge of each account's unique requirements and sensitivities
Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives
Review and trade portfolios, manage orders and execute trades across managed account business including the following:
Innovation Portfolio Management Team Lead
By Aquent Talent At Houston, TX, United States
Experience with Portfolio Management software, like Planisware, is highly preferred
Exposure to Stage-Gate & project management process
12 years experience in the petroleum, petrochemical R&D, pharmaceutical, or related industry
Exceptional oral and written communication skills with the ability to communicate in English
11–25 days of PTO per year based on prior job-related experience and years of continuous service
***SALARY IS NEGOTIABLE, AND DEPENDS ON EXPERIENCE***
Growth Equity Portfolio Management Associate
By Atlantic Group At Austin, TX, United States
*Client is leading, $60B+ alternative asset management firm
• Asset and Portfolio Management across the firm's growth equity portfolio
• 2+ years of relevant professional experience
• Assist with internal requests from other business units like analytics or fundraising
• Other ad-hoc special projects relating to portfolio investments (e.g., divestment decisions)
Portfolio Associate - Wealth Management
By Nixon Peabody LLP At , Boston, 02109, Ma
2-4 years of portfolio management experience required with a focus on high value portfolios and/or trust accounts preferred
Bachelor’s Degree required with a finance focus preferred. Work experience in lieu of a degree will be considered
Experience managing portfolios for total return, income and/or growth objectives
Experience managing taxable accounts and trusts
Excellent communication skills, both verbal and written
Solid presentation skills for client meetings and new business opportunities

Are you looking for an exciting opportunity to join a dynamic team of portfolio management professionals? We are looking for a Portfolio Management Associate to join our team and help us manage our clients' investments. You will be responsible for analyzing financial data, researching investment opportunities, and providing portfolio management advice to our clients. If you have a passion for investing and a desire to help others achieve their financial goals, this is the job for you!

Overview A Portfolio Management Associate is a professional who is responsible for managing a portfolio of investments for a company or individual. They are responsible for researching and analyzing investments, making decisions on which investments to make, and monitoring the performance of the portfolio. Detailed Job Description A Portfolio Management Associate is responsible for researching and analyzing investments, making decisions on which investments to make, and monitoring the performance of the portfolio. They must have a strong understanding of the financial markets, and be able to identify and evaluate potential investments. They must be able to develop and implement strategies to maximize returns and minimize risks. They must also be able to communicate effectively with clients and other stakeholders. Job Skills Required
• Knowledge of financial markets and investments
• Ability to research and analyze investments
• Ability to develop and implement investment strategies
• Ability to communicate effectively
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize effectively
• Knowledge of financial regulations and compliance
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant experience in portfolio management
• Professional certifications such as CFA or CFP
• Knowledge of financial software and systems
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial regulations and compliance
• Knowledge of financial software and systems
Job Experience
• Relevant experience in portfolio management
• Experience in developing and implementing investment strategies
Job Responsibilities
• Research and analyze investments
• Develop and implement investment strategies
• Monitor the performance of the portfolio
• Communicate effectively with clients and other stakeholders
• Manage multiple tasks and prioritize effectively
• Ensure compliance with financial regulations