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Busey

Champaign, Illinois

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University at Buffalo (SUNY)

Buffalo, New York

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Busey

Fort Myers, Florida

PER, Private Equity Recruitment

Dubai, United Arab Emirates

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Knoxville

knoxville, Tennessee

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Harvard University Information Technology

USA - MA - Cambridge

Bank Of China (Hong Kong) Limited

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Harvard University Information Technology

USA - MA - Cambridge

Schroders Investment Management

New York, New York

Bank Of China (Hong Kong) Limited

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OMS National Insurance Company

Schaumburg, Illinois

Amwins

Camp Hill, Pennsylvania

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Baceline Group

Denver, Colorado

Selby Jennings QRF

Manhattan, New York

Selby Jennings QRF

Manhattan, New York

Selby Jennings QRF

Manhattan, New York

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Vanderbilt Health

Nashville, Tennessee

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Cedars-Sinai Medical Center

Los Angeles, California

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Client Portfolio Manager, Municipal Bonds
Municipal Bond Client Portfolio Manager (CPM) role coordinates efforts with the investment team, product marketing, product management and product development. Responsibilities ??? Partner closely with Municipal Investment teams/leads and viewed as proxy Portfolio Managers. Meet with clients, prospectus and/or intermediaries to explain the investment philosophy, process and performance of specific investment products. ??? Provide updates on the overall financial market performance, economic trends and the firms economic outlook. ??? Develop and implement new/existing product strategies which include the identification of advisor/client needs, industry trends, development and expansion of product solutions, oversight of compliance/due diligence,


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