it portfolio manager

Bank of Stockton

Join our team! Since 1867, Bank of Stockton has proudly served generations of families and businesses with unprecedented customer service. Behind every year of &ldquo;Withstanding the Test of Time&rdquo; are loyal bank employees who treat our customers like friends and family because they live in the communities that we serve. We strive to be a great place to work and a great place to bank! With 21 branches and growing, we are looking for people that share our service philosophy. If you&rsquo;re interested in becoming part of our team, submit your resume today! SUMMARY Working in collaboration with the firm's Investment Committee, the candidate will be responsibility for monitoring, researching, shaping and evolving portfolio investment strategies, products and portfolio models. ESSENTIAL DUTIES The position of Wealth Management Portfolio Manager performs duties specific to the position and other functions as assigned: <ul><li>Portfolio modeling and construction;</li><li>Detailed quantitative and qualitative investment research (including past and forward-thinking performance and attribution assessment);</li><li>Benchmark and peer group performance evaluation;</li><li>Competitive analysis; and</li><li>Verbal and written communication that fosters the confidence of internal staff, prospective and current clients, and the professional community.</li><li>In collaboration with leadership and the Investment Committee, monitor, research, and make recommendations regarding investment strategies, products, portfolio models and vehicles that may be appropriate for clients.</li><li>Review, develop, and assess the various risk metrics of our investment portfolios and asset allocation models and make recommendations for models based upon client risk tolerances and goals.</li><li>Attend and communicate our strategies for client and prospect meetings; explaining our investment perspectives and portfolio recommendations and performance.</li><li>Provide regular and on-demand verbal and written research and investment commentary to support both internal and external business development efforts, and client service activities including monthly, quarterly and annual investment updates.</li><li>Track, monitor, evaluate and provide regular and up-to-date analysis, perspective and written commentary on investment portfolios.</li></ul>COMPLIANCE RESPONSIBILITIES Must be familiar with all related regulations and receive training on a regular basis as appropriate. This includes but is not limited to BSA, Reg R, and departmental procedures. Employee must follow all policies and procedures as set forth by the Bank as well as any regulations. The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis. This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank&rsquo;s internet and technology systems. SUPERVISORY RESPONSIBILITY This position of Wealth Management Portfolio Manager is not responsible for the supervision of any employees within the branch. MENTAL DEMANDS Employee must be able to demonstrate their ability to read documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions. ENVIROMENTAL AND PHYSICAL ACTIVITY The Wealth Management Portfolio Manager is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc, This employee, in the course of performing this position, spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching. This employee may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual&rsquo;s abilities may result in some deviation from these guidelines. <ul><li>Client services skills</li><li>Basic knowledge of investments</li><li>Financial analysis skills</li><li>Marketing and sales skills</li><li>Oral and written communication skills</li><li>Organization skills</li><li>PC skills (e.g., word processing, spreadsheets)</li><li>CFA certification preferred</li><li>2-10 years of Investment Experience with a preference for portfolio management and client facing experience.</li><li>BA/BS degree or equivalent experience</li></ul>ANNUAL SALARY RANGE 80,000.00 - 100,000.00 LOCATION 555 West Benjamin Holt Dr Bldg A Stockton, CA 95207 Work Location: In person

Wealth Management Portfolio Manager

ELITE INSPIRE PROPERTIES LLC

Job Description: 
We are actively seeking a strategic and analytical Portfolio Manager to join our esteemed real estate brokerage team. The ideal candidate will possess extensive knowledge of the real estate market, exceptional analytical skills, and a drive for success. In this role, you will play a pivotal part in managing and optimizing our real estate portfolio, ensuring maximum returns on investments.
 Key Responsibilities: 
<ul>
<li>Develop and implement strategies for managing and optimizing the real estate portfolio to maximize returns.</li>
<li>Conduct comprehensive market analysis to identify investment opportunities and assess market trends.</li>
<li>Evaluate and recommend potential acquisitions, dispositions, and development projects.</li>
<li>Oversee the performance of existing assets, ensuring optimal occupancy rates and rental yields.</li>
<li>Collaborate with property management teams to enhance asset value and operational efficiency.</li>
<li>Maintain precise records of portfolio performance, investment strategies, and financial metrics.</li>
<li>Prepare detailed reports and presentations for senior management and investors.</li>
<li>Stay abreast of current real estate market trends, regulatory changes, and economic factors affecting the portfolio.</li>
</ul>
 Qualifications: 
<ul>
<li>Preferably, previous experience in real estate portfolio management, investment analysis, or asset management.</li>
<li>Exceptional analytical skills with the ability to interpret complex data and market trends.</li>
<li>Strong financial acumen and proficiency in financial modeling and analysis.</li>
<li>Proficiency in using portfolio management software and Microsoft Office Suite.</li>
<li>Self-motivated individual with a proactive approach to achieving and surpassing performance objectives.</li>
<li>Bachelor s degree in finance, real estate, or a related field is mandatory; additional certifications or coursework in portfolio management are advantageous.</li>
<li>Age Limit: 18-40</li>
<li>Job Type: Full-time</li>
</ul>
 
 Education: 
<ul>
<li>Bachelor s Degree (Required)</li>
</ul>
 Experience: 
<ul>
<li>Real Estate Portfolio Management: 3 years (Required)</li>
</ul>
 Language: 
<ul>
<li>English</li>
<li>Additional languages are advantageous.</li>
</ul>

Portfolio Manager

NT Company of Saudi Arabia

About Northern Trust : Northern Trust a Fortune 500 company is a globally recognized award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles of service expertise and integrity. With more than 130 years of financial experience and over 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service. Role / Department : Northern Trust Asset Management (NTAM) is a trillion dollar investment management firm entrusted by investors around the globe to help them navigate changing market environments so they can confidently realise their long term objectives.Based in Saudi Arabia this Quantitative Active Equity Portfolio Manager will support global Investment Teams in the day to day efforts related to investment analysis. This role is global in nature with a focus on the Middle East markets.The role will further include but not limited to day to day portfolio analysis actively participate in trading decisions, evaluation of the risk and positioning of strategies, interaction with partners in Operations and supporting the distribution process.The role reports to the Head of Quantitative Portfolio Management and works in concert with global teams and specialists to support the NTAM investment process. The key responsibilities of the role include : <ul><li>Analyse day to day strategies / portfolios to meet client objectives within specified guidelines regulatory framework and corporate policies.</li><li>Communicates with internal Investment Teams as needed and makes recommendations on required changes by the business on more complex investment matters.</li><li>Participate in projects of factor development model design portfolio construction and risk management.</li><li>Analyze and produce reports on portfolio performance risk characteristics and holdings for quarterly (or otherwise) client meetings.</li><li>Work with support partners in operations and middle office to resolve issues related to exceptions accounting issues or data discrepancies to ensure portfolio information is accurate.</li><li>Respond accurately and promptly to client / partner inquiries regarding performance of strategies / portfolios.</li><li>Ensure risk and attribution reports are prepared as required.</li><li>Assist Sales Strategist and other partners as needed with presentations and special projects.</li><li>Collaborate with the Quant Analytics team to build and maintain portfolio tools used to analyse and research quant active investment strategies.</li><li>Support and enhance our overall Quantitative investment process and platform.</li></ul> Knowledge & Skills <ul><li>7 years of experience in the investment management industry with a proven track record in investment analysis at mid to large firms.</li><li>Strong self starter with critical thinking skills and keen attention to detail.</li><li>Proficient with financial optimization tools and software (e.g. FactSet Bloomberg Barra Axioma).</li><li>Knowledge of Sustainable Investing (SI) and Environmental Social and Governance (ESG) analysis products and industry trends.</li><li>Advanced analytical and computer skills including programming experience in Oracle SAS R and Python (preferred).</li></ul> Qualifications <ul><li>Bachelors or Masters degree in an analytical field (e.g. mathematics economics statistics computer programming engineering or business).</li><li>Proven experience in investment management and / or quantitative analysis.</li><li>CFA charter holder preferred.</li><li>Middle East market knowledge (particularly stock market) is key but global market knowledge is even better.</li><li>Proven ability to manage process and analyse large datasets.</li><li>Role requires a market oriented candidate ideally a portfolio manager who is competent in trading and is sales oriented.</li><li>Independent worker with strong initiative and project completion skills.</li><li>Excellent presentation and communication skills.</li></ul> Working with Us : As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at . Required Experience Manager Key Skills Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,ContractsEmployment Type: Full-TimeExperience : yearsVacancy : 1<img src="https://www.jobg8.com/Tracking.aspx?m1MhrCgiSOh3ul9kFFOckvLk6hVJeffOc" width="0" height="0" />

Quantitative Active Equity Portfolio Manager - Asset Management

E Fundresearch

DownloadsWe are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! AB Arya Partners ("Arya") is a separate business unit within AllianceBernstein L.P. (AB). AllianceBernstein is composed of five separate business units. Arya is the firm's public-market alternatives business, primarily focused on fundamental long/short equity investing. The business is comprised of a global multi-manager hedge fund, as well as several sector- and strategy-specific long-short equity funds.AB Arya Partners is currently looking to hire a Portfolio Manager. As a Portfolio Manager you will be responsible for managing a portfolio of long and short positions in Developed & Emerging markets globally consisting of equity and related securities primarily in the fund established by AB under the Arya business unit and other funds as determined by AB. The position will report into the CIO of Arya Partners.<ul><li>Perform diligent & deep dive fundamental research on universe of investments</li><li>Construct and Manage a portfolio of long/short equity & related instruments with a focus on generating high idiosyncratic returns</li><li>Provide real-time and weekly updates to CIO/CRO on individual investments, portfolio construction and risk</li><li>Update individual models & research notes on ideas on a regular basis in keeping with the investment and compliance process requirements</li><li>Collaborate effectively with other AB employees on research, process improvement and firmwide initiatives</li><li>Communicate trading decisions to the Portfolio Management Group and monitor implementation</li><li>Bachelor's degree, Master's degree preferred with a strong academic record</li><li>Track record of investing in equity long/short strategies across sectors such as Consumer, Industrials, Energy, Healthcare, TMT, Financials, or region specific (i.e. US/Europe/APAC)</li><li>Relentless intellectual curiosity and a drive to excel at the highest level</li><li>A consummate team player who seeks a highly rigorous and collegial environment for their career development</li></ul>People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.<img src="https://www.jobg8.com/Tracking.aspx?HuNA3DPAJ8tB%2fWKjG4OIY34FZHYDSUVzm" width="0" height="0" />

Portfolio Manager (Equity L/S) - AB Arya Partners (m f x)

Sumitomo Group

<div>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. 
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.<div><div><div><h2 class="jobSectionHeader">
Role Description</h2></div><div>
We are seeking a highly skilled and experienced Technical Portfolio Manager / Release Train Engineer (RTE) to build, lead and coordinate the delivery of complex technology initiatives across our Capital Markets domain. This role is pivotal in ensuring alignment between business strategy, technology execution, and agile delivery practices within a financial enterprise environment.
The ideal candidate will possess deep expertise in Capital Markets, Agile Program Management, and Release Train Engineering, with a proven track record of managing large-scale portfolios and driving cross-functional collaboration across technology and business teams.</div></div><div><div><h2 class="jobSectionHeader">
Role Objectives</h2></div><div>
Portfolio Management<ul><li>
Oversee the planning, execution, and delivery of a portfolio of technology initiatives aligned with strategic business objectives.</li><li>
Manage prioritization, resource allocation, and risk mitigation across multiple programs and projects.</li><li>
Provide transparency into portfolio health through metrics, dashboards, and executive reporting.</li></ul>
Release Train Engineering<ul><li>
Serve as the Release Train Engineer (RTE) for one or more Agile Release Trains (ARTs), facilitating PI Planning, Scrum of Scrums, and Inspect &amp; Adapt workshops.</li><li>
Ensure consistent application of SAFe principles and agile best practices across teams.</li><li>
Coordinate dependencies, resolve impediments, and drive continuous improvement across the ART.</li></ul>
Stakeholder Engagement<ul><li>
Act as a liaison between technology teams, business stakeholders, and executive leadership.</li><li>
Facilitate communication and alignment across diverse teams and geographies.</li><li>
Champion agile transformation and change management initiatives.</li></ul>
Governance &amp; Compliance<ul><li>
Ensure adherence to enterprise governance standards, regulatory requirements, and financial controls.</li><li>
Support audit and compliance activities related to portfolio delivery.</li></ul>
People Leadership<ul><li>
Lead, mentor and develop a team of new Scrum Masters and Product Managers supporting Middle Back Office technology.</li><li>
Foster a collaborative, inclusive and high-performance culture that aligns with organizational goals.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Qualifications and Skills</h2></div><div>
Education &amp; Certifications<ul><li>
Bachelor&rsquo;s degree in Computer Science, Finance, Business Administration, or related field.</li><li>
SAFe Release Train Engineer (RTE) certification strongly preferred.</li><li>
PMP or equivalent project management certification is a plus.</li></ul>
Experience<ul><li>
Minimum 8+ years of experience in project/program management within financial services.</li><li>
5+ years of experience in Capital Markets, with strong understanding of trading, risk, and regulatory environments.</li><li>
3+ years of experience as a Release Train Engineer or Agile Program Manager in a scaled agile environment.</li><li>
Proven experience managing complex portfolios in large financial enterprises.</li></ul>
Skills<ul><li>
Strong understanding of Agile, SAFe, and Lean Portfolio Management principles.</li><li>
Strong understanding of Software Development Life Cycle (SDLC) and the role DevOps plays in maturing and acerating delivery.</li><li>
Excellent communication, facilitation, and stakeholder management skills.</li><li>
Proficiency in portfolio management tools (e.g., Jira Align, Rally, Clarity, MS Project).</li><li>
Ability to navigate ambiguity and drive clarity in fast-paced environments.</li></ul>
Preferred Attributes<ul><li>
Strategic thinker with a delivery mindset.</li><li>
Collaborative leader who fosters team empowerment and accountability.</li><li>
Passion for innovation and continuous improvement.</li><li>
Familiarity with Product Operating Model.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Additional Requirements</h2></div></div></div><div></div>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. 
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</div>

Agile Portfolio Manager

PayTech Group

Core Responsibilities and Accountabilities
<ul>
<li> Develop and implement strategies to optimize the cards portfolio performance, including pricing, promotions, and product enhancements.</li>
<li>Lead and mentor the cards portfolio management team, fostering a culture of continuous improvement and professional development.</li>
<li>Analyze market trends, customer behavior, and competitive landscape to identify growth opportunities and potential risks.</li>
<li>Collaborate with cross-functional teams, including marketing, IT, and customer service, to enhance product offerings and customer experience.</li>
<li>Monitor and report on portfolio performance, providing insights and recommendations to senior management to drive strategic decisions.</li>
<li>Ensure compliance with industry regulations and internal policies, maintaining high standards of governance and risk management</li>
</ul>
 
Knowledge and Experience
<ul>
<li> 12+ years of experience in cards portfolio management or a related field, with a proven track record of driving business growth and achieving targets.</li>
<li>Strong leadership and team management skills, with the ability to inspire and motivate a diverse team.</li>
<li>Excellent analytical and problem-solving abilities, with a data-driven approach to decision-making.</li>
<li>Experience in developing and launching new card products, including credit, debit, and prepaid cards.</li>
<li>Strong understanding of financial metrics and performance indicators, including Net Interest Margin (NIM), Fee Income, Charge-off Rates, Delinquency Rates, Average Spend per Card, Activation Rates, and Customer Retention Rates</li>
<li>Familiarity with card management systems (CMS) and payment processing platforms.</li>
<li>Knowledge of fraud detection and prevention tools, as well as risk management systems.</li>
<li>Understanding of regulatory compliance requirements in the UAE</li>
</ul>
 
Mandatory Skills** 
<ul>
<li>In-depth knowledge of the cards market, industry trends, and regulatory environment.</li>
<li>Proficiency in data analysis and portfolio management tools, Excel, and Tableau.</li>
</ul>

PER, Private Equity Recruitment

When you click apply, you will be redirected to the company s website . Please ensure you have completed the company s application process on their platform to fully apply. About our client Our client is a leading private equity fund based in Saudi Arabia, with an outstanding track record in private equity transactions globally. They are hiring a portfolio management and investment professional for their team that focuses on metals and industrials sectors in the GCC region. The team manages a la When you click apply, you will be redirected to the company s website . Please ensure you have completed the company s application process on their platform to fully apply. About our client Our client is a leading private equity fund based in Saudi Arabia, with an outstanding track record in private equity transactions globally. They are hiring a portfolio management and investment professional for their team that focuses on metals and industrials sectors in the GCC region. The team manages a large, successful portfolio which is growing. This role will offer you the opportunity to work across a varied range of projects, and to gain a great deal of exposure to senior stakeholders, including the senior management teams of portfolio companies. Whilst this role is focused on portfolio strategy and improvement, it sits within the investment team, and there will also be some exposure to working on new acquisitions and disposals. What the job involves Working with portfolio companies and their senior management teams on a range of strategy and operational improvement projects Originating, evaluating and screening investment opportunities The planning, analysis and implementation of large capex projects Who we are looking for Prior strategy consulting experience is required for this role Experience in metals/mining/industrials is a must, specific exposure to steel is also essential You should have a degree and / or MBA from a top-tier university A strong work ethic and ability to adapt to the needs of the team is imperative You will be redirected to the company s website   you must complete the application on their platform to apply.

VP, Metals & Industrials, Portfolio Management

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VP, Metals & Industrials, Portfolio Management