Financial Portfolio Strategist

hace 2 semanas


Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

Career Opportunities
A self-motivated problem solver of high integrity is sought to join our growing firm as an Investment Analyst. This role reports to the Chief Investment Officer and works closely with Investment Advisors on client teams.

Responsibilities:

  • Assist Investment Advisor in designing a personalized asset allocation strategy
  • Review and develop rebalancing and tax loss harvesting recommendations with the Investment Advisor
  • Identify potential fee savings
  • Generate client deliverables, such as ad hoc investment exhibits
  • Communicate with external clients, internal client teams, and third-party affiliates regarding investment-related matters
  • Assist Investment Advisor in answering client questions pertaining to investments
  • Ad hoc projects as assigned

Desired Skills and Experience:

  • Strong analytical, organizational, and time management skills
  • Excellent written and verbal communication skills
  • Detail-oriented, with a focus on delivering top-notch client service
  • Intellectual curiosity and the drive to find the answer
  • Minimum 1-2 years' prior experience in investments or financial services
  • Series 65 is a requirement of the job
  • Proficiency in MS Office

  • Portfolio Strategist

    hace 2 semanas


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job Title: Portfolio StrategistThe Portfolio Strategist is responsible for building effective internal working relationships with team members in various geographic locations and departments. The successful candidate will work closely with a team of Quantitative Analysts, assisting in the production of analysis and training and development of the...

  • Portfolio Strategist

    hace 4 semanas


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job SummaryAs a Portfolio Strategist at Natixis Investment Managers, you will play a key role in building effective internal working relationships with team members across various geographic locations and departments. This position requires a self-motivated individual who can work independently on projects and collaborate with a team of Quantitative Analysts...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job SummaryWe are seeking a highly skilled Senior CRE Underwriter and Portfolio Strategist to join our team. This role will be responsible for underwriting, analyzing, and preparing credit memos for commercial real estate transactions.Key Responsibilities:Underwrite and analyze commercial real estate transactions to determine creditworthiness and...


  • Puerto Diablo Barrio, Puerto Rico Baystate Financial A tiempo completo

    About Us:Baystate Financial is a leading financial services company dedicated to providing expert advice and guidance to clients. With a focus on fostering a collaborative culture and supporting personal and professional development, we have built a reputation for excellence in financial planning, business and estate planning, retirement planning, and...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Role SummaryWe are seeking a highly motivated Senior Financial Strategist to join our FP&A team. As a key member of our financial team, you will play a critical part in driving informed decision-making by providing accurate and actionable insights related to ARR & Revenue performance.About the RoleThis role will partner across departments to provide an...

  • Investment Strategist

    hace 2 semanas


    Puerto Diablo Barrio, Puerto Rico State Street Corporation A tiempo completo

    Job Title: Investment Strategist - ETF GrowthState Street Global Advisors is seeking an experienced Investment Strategist to support the growth of our ETFs. The ideal candidate will have a strong background in capital markets and derivatives, with expertise in market dynamics and ETF flows.Key Responsibilities:Develop and execute strategies to grow market...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job SummaryWe are seeking a highly skilled Commercial Real Estate Portfolio Manager to join our team. As a key member of our underwriting and portfolio management team, you will be responsible for analyzing and evaluating risks of new or existing business, determining appropriate terms and conditions for coverages, and contributing to the profitable growth...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Career Opportunities at Jobleads-UsA great place to work. Career Opportunities at Jobleads-Us.Current job opportunities are posted here as they become available.We are looking for a self-motivated problem solver of high integrity to join our growing firm as an Investment Analyst. This role reports to the Chief Investment Officer and works closely with...

  • Senior Portfolio Analyst

    hace 4 semanas


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job SummaryAs a Senior Portfolio Analyst at Jobleads-Us, you will be responsible for supporting the Financial Institutions Team in the administration of their fixed income portfolios. This role involves writing annual reviews of portfolio investments, modeling financial results, reviewing company publications and third-party research, and meeting with...


  • Puerto Diablo, Puerto Rico Buscojobs PR C2 A tiempo completo

    Vice President, Portfolio M&A About the Company High-growth private equity leader IndustryVenture Capital & Private Equity TypePrivate Equity Firm About the Role The Company is in search of a Vice President for Portfolio M&A. The successful candidate will be responsible for leading and executing M&A transactions for the company's portfolio. This role is...

  • Marketing Strategist

    hace 2 semanas


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    About This OpportunityThe AVP, Marketing Manager will play a pivotal role in building and growing the Americas Wealth business through the conception and development of marketing programs. This role involves working collaboratively across the organization to deliver integrated campaigns across various channels, including content, direct marketing, events,...

  • Finance Portfolio Manager

    hace 2 semanas


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job OverviewWe are seeking a highly skilled Financial Institutions Team member to support our senior analysts in the administration of their fixed income portfolios. As a key member of our team, you will be responsible for writing annual reviews of portfolio investments, modeling financial results, and reviewing company publications and third-party...


  • Puerto Diablo, Puerto Rico Buscojobs PR C2 A tiempo completo

    Chief Financial Officer (CFO) About the Company Emerging professional services provider IndustryConsumer Services TypePrivately Held About the Role The Company is seeking a Chief Financial Officer (CFO) to join their team. The CFO will play a pivotal role in leading the finance function, providing the CEO and executive leadership with top-tier financial...

  • Strategist for ETF Growth

    hace 4 semanas


    Puerto Diablo Barrio, Puerto Rico State Street Corporation A tiempo completo

    Job SummaryWe are seeking a highly skilled Strategist for ETF Growth to join our team at State Street Global Advisors. As a key member of our capital markets team, you will be responsible for developing and executing strategies to grow our market share in select products.Key Responsibilities:Develop and execute strategies to grow market share in select...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job Title:Commercial Real Estate Underwriter/Portfolio ManagerAbout the Role:We are seeking a highly skilled Commercial Real Estate Underwriter/Portfolio Manager to join our team. As a key member of our underwriting team, you will be responsible for underwriting, analyzing, and preparing credit memos for new and existing business. You will also review,...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job DescriptionAt Jobleads-Us, we are seeking a highly skilled Director of Portfolio Finance and Process to join our team. This critical role involves strategic collaboration with Global Portfolio Strategy leadership, Research & Development, Development Program Teams, R&D Finance, and other Enterprise functions.Key Responsibilities:Formulate and communicate...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    About This OpportunityWe are seeking a highly experienced Director of Portfolio Finance and Process to join our team at Jobleads-Us. This is an exciting opportunity to lead our financial planning and analysis efforts, driving strategic decision-making and business growth.Key ResponsibilitiesDevelop and implement financial planning and analysis processes to...


  • Puerto Diablo, Puerto Rico Jobleads-Us A tiempo completo

    Boston, Massachusetts, United States of AmericaAt Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can...


  • Puerto Diablo, Puerto Rico Jobleads-Us A tiempo completo

    Senior Director Portfolio Management, Strategy and OperationsJob IntroductionThis is a US remote role, with a preference for candidates based in the Boston area. Invetx, a division of Dechra, is a veterinary biotechnology company focused on developing protein-based therapeutics for chronic conditions in companion animals, with an emphasis on monoclonal...

  • Financial Strategist

    hace 2 semanas


    Caimito Barrio, Puerto Rico Piper Maddox A tiempo completo

    **About Us**Piper Maddox is an innovative Energy Storage company driving the technology of batteries through advanced materials. Our mission is to transform ideas into reality, and we are committed to fostering a culture of collaboration, innovation, and results.**Why Choose Us**Contribute to shaping the strategic direction of a cutting-edge company. Work...