22 client portfolio analysis opportunities in Atlanta updated today
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· Page 1 / 2This job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Description The ole Responsibilities The Client Portfolio Specialist is responsible for overseeing and executing the inve
OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking
This job is with Invesco, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. About Invesco As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking p
About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to
LP Portfolio Analytics Client Partner New York, NY; Hamilton, NJ; San Francisco, CA; Santa Clara, CA; Seattle, WA; Sandy, UT The Company You'll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity an
*****Together we fight for everyone’s opportunity for a better financial future.*****We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we
A financial services firm located in Atlanta is seeking an experienced financial professional. The ideal candidate will focus on investment analysis, portfolio management, and business development. Responsibilities include conducting investment analyses, managing client portfolios, and maintaining c
Maple Capital ManagementA reputable investment management firm is seeking an experienced Client Portfolio Manager to manage portfolios and enhance client relationships at their Alpharetta, Georgia office. The ideal candidate will have over 10 years of investment management experience and a bachelor’s degree. Key responsibi
Analyst, Insurance Portfolio Management Together we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The statu
Maple Capital ManagementAbout Maple Capital Founded in 2004, Maple Capital Management is built on the belief that every portfolio should be tailored to meet the unique goals of each client. With a strong reputation as a trusted investment manager for families, institutions, and insurance companies across the country, we co
Department: EU Delivery Management and Technology About Astound Digital At Astound Digital, we are pioneers in the digital landscape, dedicated to transforming how the world interacts with technology, data, and creativity. Our role as trusted advisors in the digital landscape empowers the world’s mo
Voya FinancialTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believ
A dynamic digital consulting firm in Atlanta is seeking an experienced Salesforce Client Portfolio Manager to build strong client relationships and drive successful outcomes. You will oversee delivery teams and develop consulting frameworks while managing client strategies across services. Ideal can
A financial services company located in Georgia seeks a Portfolio Analyst to ensure client portfolios align with their investment goals. This role involves regular reviews of investment accounts, engagement with clients, and collaboration with various teams to develop comprehensive investment soluti
A leading financial services firm in Roswell is seeking a skilled Portfolio Manager to enhance client performance through tailored investment portfolios. The role involves overseeing security transactions, conducting market analysis, and communicating insights with clients. Ideal candidates will hav
A regional financial institution seeks a Portfolio Manager to support loan portfolio management alongside Relationship Managers. The role involves reviewing documents, analyzing credit requests, and ensuring compliance with bank policies. Ideal candidates will possess a bachelor’s degree in finance
Fifth Third Bank, N.A.A leading financial institution is looking for a Senior Director, ABL Portfolio Management, to lead the execution of strategic initiatives and manage a complex portfolio of Asset Based Lending customers. This role requires strong analytical, communication, and problem-solving skills, along with exte
Maple Capital ManagementFounded in 2004, Maple Capital Management is built on the belief that every portfolio should be tailored to meet the unique goals of each client. With a strong reputation as a trusted investment manager for families, institutions, and insurance companies across the country, we combine deep expertise
Voya Investment ManagementTogether we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe
A leading financial services firm in Atlanta is looking for an Analyst to join the Insurance Portfolio Management team. This role involves client interactions, portfolio surveillance, and contributing to business development efforts. The ideal candidate holds a Bachelor’s degree and shows a strong a
Maple Capital ManagementAbout Maple Capital Founded in 2004, Maple Capital Management is built on the belief that every portfolio should be tailored to meet the unique goals of each client. With a strong reputation as a trusted investment manager for families, institutions, and insurance companies across the country, we co
Job Type Full-time Description The Portfolio Analyst ensures clients’ portfolios are invested in accordance with the stated goals, conducts annual investment reviews, and partners with the other functional areas of the company to formulate a total investment solution designed to meet institutional a
Description The Portfolio Analyst ensures clients’ portfolios are invested in accordance with the stated goals, conducts annual investment reviews, and partners with the other functional areas of the company to formulate a total investment solution designed to meet institutional and individual clien
Job Type Full-time Description The Portfolio Analyst ensures clients' portfolios are invested in accordance with the stated goals, conducts annual investment reviews, and partners with the other functional areas of the company to formulate a total investment solution designed to meet institutional a
A leading automotive finance company in Georgia seeks a Manager for Strategy Modeling & Analytics. This role involves providing strategic leadership in financial success by leveraging data-driven insights. Responsibilities include leading analytics efforts, managing a team, and driving innovation wi
A company is looking for a Lead Portfolio Analyst responsible for driving portfolio-level insight and data-driven decision-making. Key Responsibilities Lead the development of portfolio-level risk scoring and performance monitoring frameworks Oversee scenario testing and capital impact analyses to s
A company is looking for a Lead Portfolio Analyst responsible for driving portfolio-level insight and data-driven decision-making. Key Responsibilities Lead the development of portfolio-level risk scoring and performance monitoring frameworks Oversee scenario testing and capital impact analyses to s
Ally and Your Career Ally Financial only succeeds when its people do - and that’s more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the healt
Ally and Your Career Ally Financial only succeeds when its people do - and that’s more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the healt
$40,000 – $63,000/year
Estimation confidence: Low
Estimate based on market data for Atlanta. Actual salaries may vary depending on experience, company, and area.
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