Investment Manager jobs in Providence, RI

Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Investment Product Manager
  • Citizens Securities, Inc
  • Johnston, RI OTHER
  • Description

    Citizens Securities, Inc. is honored to be a high-quality provider in the investment services industry and is passionate about growing our market share in the states we currently operate!

    Reporting to the Head of Investment Product, the Investment Product Manager (the “Manager”) is responsible for supporting the product infrastructure of the wealth management platform at Citizens Securities Inc. (“CSI”). Utilizing and working with current and potential product partners in the asset management industry, the Manager will assist in the maintenance of the platform’s product suite of mutual funds, ETFs, SMAs, and portfolio model strategies, including but not limited to new product launches, and existing products and portfolio model positioning.

    The Manager will track the performance of products and model strategies and prepare reports and tables for use by the Product and Advisory teams. They will perform relative value and performance analysis across asset classes and market sectors, generally on equity and model portfolio strategies. The Manager will also do portfolio construction and optimization work using tools like Morningstar Direct. Maintenance of product-related and thought leadership content on the internal SharePoint site for internal usage by financial and wealth advisors will be an additional responsibility. Working where necessary with internal Technology, Compliance, and Operations teams to assist with updating processes for new product launches and overall platform functions and initiatives will also be a function of this role.

    5 % travel will be required to meet responsibilities.

    40% Work with asset management product partners as detailed above.

    40% Work with Client Portfolio Managers, the Investment Platform Manager, and Digital Investing Product Manager to support the overall Wealth platform business strategy and execution.

    15% Work with internal control groups and teams to coordinate the business and efforts of the Product Team across the CSI platform.

    Qualifications

    • Bachelor’s degree or equivalent job experience
    • 5-7 years financial services experience and end to end product management
    • Strong presentation abilities
    • Experience with Morningstar Direct highly preferred.
    • Experience with TAMP platforms and operations a plus.
    • Strong financial product and portfolio construction expertise a plus.
    • Strong relationship building and partnering skills
    • FINRA Series 7, 63 & 65/66 licenses

    Hours and Work Schedule

    • Hours per Week: 40
    • Work Schedule: M-F

    Pay Transparency 

    The salary range for this position is $112,000 - $140,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.   

    We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

    Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

    Equal Employment Opportunity

    At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

    Equal Employment and Opportunity Employer

    Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

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Audit Manager | Investment Companies
  • CBIZ
  • Providence, RI FULL_TIME
  • Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: FS213AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-...
  • 1 Day Ago

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Audit Manager | Investment Companies
  • CBIZ, Inc.
  • RI, RI FULL_TIME
  • With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual ...
  • 1 Day Ago

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Investment Analyst
  • RI Commerce
  • Providence, RI FULL_TIME
  • Statement of Duties The Investment Analyst will support the Investment Team by acting as an efficient team player with the ability to quickly assess the needs of, develop a work plan for, and excel at...
  • 9 Days Ago

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Investment Consultant - Providence, RI
  • Fidelity Investments
  • Providence, RI OTHER
  • Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come j...
  • 2 Days Ago

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Investment Consultant - Providence, RI
  • Fidelity Investments Careers
  • Providence, RI FULL_TIME
  • Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come joi...
  • 4 Days Ago

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0 Investment Manager jobs found in Providence, RI area

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Financial Planner - Wealth Adivsor
  • Baystate Financial
  • Southborough, MA
  • Your Career Path Why Baystate Financial? Todays complex industry calls for a wide range of specialized skills that few f...
  • 3/28/2024 12:00:00 AM

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Senior Tax Manager
  • Atlantic Group
  • Boston, MA
  • A distinguished investment management firm in Boston is looking to add a Senior Tax Manager to their growing team. Exper...
  • 3/27/2024 12:00:00 AM

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Fund Administration Associate
  • MFS Investment Management
  • Boston, MA
  • At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better...
  • 3/27/2024 12:00:00 AM

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Administrative Assistant - Accounts Payable
  • PTH Management & Investment LLC
  • Halifax, MA
  • Job Description Job Description Our company is currently seeking an Administrative Assistant - Account Payable to join o...
  • 3/27/2024 12:00:00 AM

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Retirement Consultant
  • Strategic Retirement Partners
  • Providence, RI
  • Looking for a great career in RI/MA at a boutique retirement plan advisory & consulting firm with a focus on culture? Do...
  • 3/26/2024 12:00:00 AM

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Sr. Administrative Assistant
  • MFS Investment Management
  • Boston, MA
  • At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better...
  • 3/25/2024 12:00:00 AM

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ANALYST INVESTMENT - RI
  • Pathway Capital Management
  • Providence, RI
  • Job Description Job Description Pathway Capital Management, LP, is seeking an INVESTMENT ANALYST to join our Providence ...
  • 3/24/2024 12:00:00 AM

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Maintenance Mechanic
  • JLL
  • Worcester, MA
  • JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a...
  • 3/24/2024 12:00:00 AM

The Providence city limits enclose a small geographical region with a total area of 20.5 square miles (53 km2); 18.5 square miles (48 km2) of it is land and the remaining 2.1 square miles (5.4 km2) is water (roughly 10%). Providence is located at the head of Narragansett Bay, with the Providence River running into the bay through the center of the city, formed by the confluence of the Moshassuck and Woonasquatucket Rivers. The Waterplace Park amphitheater and riverwalks line the river's banks through downtown. Providence is one of many cities claimed to be founded on seven hills like Rome. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$113,296 to $202,727
Providence, Rhode Island area prices
were up 1.6% from a year ago

Investment Manager in Casper, WY
For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
December 29, 2019
Investment Manager in Miami, FL
Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
December 09, 2019
Investment Manager in Colorado Springs, CO
Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019