Associate Portfolio Manager Salary at Blackrock Capital Investment Corp BETA

As an Associate at Stoker Ostler, you will work as a team member with one or more portfolio managers to provide an excellent client experience through account administration, services, financial planning, and timely communication. Our Associates primary responsibilities include each of the following: + Meetings: schedule client meetings, prepare client meeting materials, and complete follow up items. Update CRM accordingly. + Client Service: Prepare new account applications, handle account transfers, initiate and track money transfers, answer routine client questions, and create Investment Policy Statements (IPS) & IPS Addendums. Communicate with clients to address concerns and confirm transactions. + New Business Development: Prepare new prospective client forms and applications, including necessary disclosures. Further assist in successfully completing new client on-boarding process and subsequent follow up items. + Year-End Items: Provide back-office assistance for clients making fa

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. Responsibilities Primary responsibilities will include assisting the portfolio management and distribution teams for real estate strategies designed for the defined contribution (DC) market segment. Candidate will work closely to support the day-to-day management of existing products/strategies including operations, investor due diligence and onboarding, financial analyses, rese

Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer. Here at Dimensi

Location Brookfield Place New York - 250 Vesey Street, 15th Floor Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description Analyst/ Associate, Portfolio Management, Credit Brookfield Asset Management (NYSE/TSX: BAM) is a leading global alternative asset manager with approximately $1 trillion of assets under management across renewable power & transition, infrastructure, private equity, real estate, and credit. Our objective is to generate attractive, long-term risk-adjusted returns for the benefit of our clients and shareholders. Brookfield Asset Management manages a range of public and private investment products and services for institutional and retail clients. We earn ass

Responsibilities Job Summary The candidate will play a key role in supporting the day-to-day management of existing products and strategies, focusing on operations, investor due diligence and onboarding, financial analysis, research, client presentations, and marketing/client services. They will also contribute to the development of new product strategies and collaborate with various corporate teams, including portfolio management, finance, legal, performance, research, and marketing/client services. Primary Responsibilities Oversee performance, capital flow, allocations, and operations for the company's product strategies. Model cash flow scenarios and create financial analyses using centralized data. Maintain critical investment data, trendlines, and themes in collaboration with portfolio management and finance teams. Develop presentation decks, analyses, and memorandums for senior management and investors. Support the marketing, investor onboarding, and client servicing of product s

Location: 127 Public Square - Cleveland, Ohio 44114 ABOUT THE JOB (JOB BRIEF) The Key Corporate Bank Specialty Finance Lending (KCBSFL) Associate identifies and evaluates risk for a portfolio of highly structured transactions. The position is responsible for reviewing loan and lease documentation to evaluate deal structure, performing facility monitoring to ensure covenant compliance, analyzing credit risk in individual deals and making risk rating recommendations, preparing monthly and quarterly portfolio reporting, performing annual reviews and AQRs on existing portfolio deals, compiling information for internal and external examinations, understanding credit and compliance policies and procedures, and additional duties or projects as assigned. ESSENTIAL JOB FUNCTIONS Perform credit and risk monitoring of highly structured Specialty Finance transactions. Review loan and lease documentation to evaluate deal structure and ensure covenant compliance. Analyze and assess customer and tran

I am working with a leading Infrastructure Mid-Cap Private Capital Fund in New York that is looking to add an Associate Portfolio Manager. This is a vital role due to the size of its existent Loan Book that will involve Portfolio Analysis/Management in view to support the growth of its portfolio. This team is a lean group known for being highly entrepreneurial and flat in terms of the level of exposure to daily responsibilities where you can add greater value in its structure. Responsibilities • Monitor and maintain Portfolio company metrics to identify and manage risk around its growth • Leading the onboarding of Investments into its Portfolio and to oversee Capital as needed across the entire life cycle of its Investments • Work directly with the Portfolio Manager to lead the technical execution of any needs from its Portfolio Companies • Manage the essential compliance processes while working closely with its Investor Relation’s Team in relation to capital activity Requirements • 3+

State Farm Investment Planning Services (IPS) team is expanding and is seeking a Portfolio Manager/Associate Portfolio Manager in its State Farm Investment Management unit (SFIM). Reporting to the head of State Farm Investment Management (SFIM), you will lead quantitative research and asset allocation analysis for State Farm’s Advisory model portfolios. You will employ a proactive data-focused approach to investment research, capital markets analysis and portfolio management to help the team formulate investment themes and asset allocation positioning (i.e. strategic and tactical), during the entire lifecycle of model portfolio management. In this position, you will also lead in the formation of investment outlook, content and advisor/agent education; participating the due diligence and fiduciary oversight responsibilities of various IPS investment/product platforms; creating and establishing State Farm’s footprint and point-of-view on investing for State Farm agents and retail custome