EH
Elevance HealthSenior Portfolio Manager
Portfolio Manager Senior overseeing complex project portfolios, ensuring alignment with budget objectives and operational goals at Elevance Health.
About the role
- Share responsibility for achieving flow and income targets, as well as meeting budgeted net profit before tax
- Coordinate Portfolio Manager (PM) calendar, including scheduling client meetings and reviews
- Drive the client review cycle by preparing reports, tracking progress, and ensuring timely client engagements
- Collate onboarding documentation, perform quality checks on Medium and High Risk accounts, and manage the end-to-end account opening process
- Assist PMs in preparing tailored client proposals
- Conduct weekly check-ins with PMs to review work progress and outstanding items, enabling two-way reporting
- Monitor and manage debit balances in collaboration with PMs
- Review weekly cash reports and alert PMs to large cash balances for implementation
- Collate Corporate Actions with Portfolio Managers and clients
- Execute client instructions including redemptions, Section 14/37/42 transfers, ad hoc transactions, and switches for both local and offshore investments
- Maintain accurate cost price data in Evolution
- Verify and execute all local and offshore trades
- Execution of all FX Expat and Repat offshore orders
- Allocate all local trades accurately
- Implement and monitor bond trades
- Track orders and ensure corrections are made prior to settlement
- Provide backup support for colleagues during leave periods
Requirements
- 5+ years experience in the same or similar role
- Tertiary and/or industry related qualification would be an advantage
- Basic understanding of the Private Client business and the stock-broking environment preferable
- Experience within the financial services industry is essential
- Working knowledge of BDA an advantage
- Knowledge of private client processes and procedures
- Knowledge of the back office functioning an advantage
- Strong digital literacy skills
- Excellent numeracy skills
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
SF
skillventory - A Leading Talent Research FirmSenior Manager, Global Product Solutions
Senior Manager of FFIO Global Product Solutions at Fidelity, supporting investment operations and enhancing customer experience through collaboration. Involves executing portfolio launches and managing fund operations.
SF
skillventory - A Leading Talent Research FirmIT Audit Senior Manager
IT Audit Senior Manager providing audit and advisory services to manage risk and improve performance at Fidelity. Engage with technology and business operations to enhance internal controls and audit effectiveness.
HF
HP FranceManager – End User Services
Manager of End User Services overseeing IT services for HP, ensuring operational excellence and driving modernization efforts. Leading a global team while managing vendor relations and strategy.
HF
Solution Manager managing IT strategies and digital transformation initiatives at HP. Leading cross - functional teams to enhance system interoperability and innovate business processes.
HF
HP FranceGlobal Logistics Parcel Manager
Global Logistics Parcel Manager at HP guiding complex supply chain sub - categories and executing sourcing strategies aligned with organizational goals. Collaborating with teams to optimize supplier selection and contract management.
Business Continuity Manager managing crisis events with a focus on compliance and resilience at PNC. Overseeing a team, developing plans, and collaborating with leaders for effective responses.
EH
Essentia HealthPatient Access Manager
Patient Access Manager at Essentia Health overseeing daily operations and patient access processes. Ensuring quality care and adequate staffing for assigned department activities.
UB
UMB BankCredit Portfolio Manager
Credit Portfolio Manager managing an assigned portfolio of Business Banking and Small Business Banking loans. Responsibilities include analyzing financial statements and collaborating with Relationship Officers for portfolio management.
SC
Sleep Number CorporationSenior Manager, Offline Media
Senior Manager leading strategy and performance for offline media channels at Sleep Number. Focused on driving demand and business growth through effective media spend.