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Memorial Sloan Kettering Cancer Center Logo
Memorial Sloan Kettering Cancer Center

New York, New York

Memorial Sloan-Kettering Cancer Center Logo
Memorial Sloan-Kettering Cancer Center

New York, New York

Los Angeles Unified School District

Los Angeles , California

QCR Holdings, Inc.

Springfield, Missouri

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Charities Aid Foundation America

Alexandria, Virginia

Quad City Bank & Trust

Davenport, Iowa

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Washington State University

Pullman, Washington

Selby Jennings

Bethesda,

Selby Jennings

Los Angeles,

Selby Jennings

Manhattan,

Selby Jennings

Manhattan,

Anson McCade

Manhattan,

Selby Jennings

Flushing,

Cushman Wakefield Multifamily Logo
Cushman Wakefield Multifamily

88 Market Street #47,

Anson McCade

London, United Kingdom

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First National Community Bank

Rome, Georgia

Selby Jennings

Hong Kong,

Region of Waterloo

Kitchener, Ontario, Canada

PER, Private Equity Recruitment

Abu Dhabi, United Arab Emirates

eFinancialCareers

London, United Kingdom

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University of California San Francisco

San Francisco, California

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Busey

Glenview, Illinois

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Investment Portfolio Manager
Duties & Responsibilities:Daily, monthly, and quarterly monitoring of clients' portfolios.Ensure the Investment Statement has been completed and signed by client.Ensure the Investment Objective of each portfolio is functioning within established parameters.Manage monthly distributions/contributions for each portfolio.Initiate rebalancing as appropriate to facilitate portfolio management are operating within established parameters and risk tolerances.Oversee performance reporting software which reflects independent investment returns for those clients utilizing the service.Evaluate current and prospective portfolios for clients needing a more in-depth review.Review the portfolio constr


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