Investment Portfolio Manager jobs in North Carolina

Investment Portfolio Manager manages the company'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 Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

A
Compliance Manager
  • All Portfolio Open Positions
  • Carolina, NC FULL_TIME
  • Overview

     

    The Compliance Manager will contribute to a small but growing in-house legal and compliance department. This position will foster an environment that enhances and promotes compliance and adherence to all relevant federal, state, and local laws, rules and regulations, applicable policies, and procedures. The Compliance Manager will assist the Chief Legal & Compliance Officer with coordination and management of the compliance program including compliance hotline administration, management and maintenance the compliance plan and HIPAA compliance and privacy programs.  

    Individuals who are excited by the challenge of building and innovating in a fast-paced, high-growth environment with an organization that is improving health care for our community will find this to be a very rewarding role. The schedule is full-time, Monday – Friday, with a hybrid work environment (this is not a virtual or remote position but offers some flexibility to work from home on designated days). 

    Responsibilities

    • Monitors program compliance, investigations and tracking of incidents and breaches
    • Maintains compliance and privacy monitoring checklists/activities and assists the CLCO with updates as needed
    • Supports the CLCO and the Legal & Compliance Specialists with research and drafting policy and procedure across the organization
    • Prepares compliance related reports and presentations and other communications for review by the CLCO, including for the Quarterly Compliance Committee meetings
    • Ensures that the organization maintains appropriate privacy and confidentiality consents, authorization forms and information notices and materials reflecting current organization and legal practice requirements under HIPAA and State laws
    • Assists the CLCO with compliance audits and risk assessments and implementing change as indicated
    • Partners with CLCO to identify and monitor critical risk areas, plans for mitigating risks, and supports implementation of new or enhanced controls to mitigate identified risks

    Qualifications

     

    • Bachelor's degree (J.D., M.B.A. or other relevant graduate degree a plus) 
    • Two years of compliance, legal or health care-related experience
    • Certification in Healthcare Compliance (CHC), or as a Certified Compliance and Ethics Professional (CCEP), Certified Medical Compliance Officer (CMCO), Patient Safety (CPPS) or similar healthcare-related compliance or patient safety-related certification preferred   
    • Knowledge of third-party payer reimbursement, coding and documentation requirements is preferred 
    • Knowledge of Medicare and Medicaid regulations is preferred 
    • Excellent verbal, written, and presentation skills
    • Excellent PC skills and knowledge of programs such as Microsoft Office
    • Demonstrated ability to communicate effectively and professionally, with all levels of management
    • Must be able to work independently and demonstrate initiative as well as problem-solving skills within a fast-paced, ever-changing, start-up environment
    • Committed to being a true team player; excited to roll up sleeves, dig in, and get work done with colleagues in order to help the company grow and succeed
    • Performs other duties as assigned

    Alo Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to religion, race, creed, color, sex, sexual orientation, alienage or citizenship status, national origin, age, marital status, pregnancy, disability, veteran, or military status, predisposing genetic characteristics or any other characteristic protected by applicable federal, state, or local law.

     

    #LI-DNI

     

  • 14 Days Ago

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Corporate Treasury & Investment Portfolio Strategist
  • Truist Bank
  • Charlotte, NC FULL_TIME
  • Language Fluency: English (Required)Work Shift:1st shift (United States of America)Job Grade:111Please review the following job description:JOB SUMMARYManage liquidity risk of Truist Financial Corp an...
  • 1 Month Ago

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Portfolio Manager
  • Community Association Management
  • Raleigh, NC FULL_TIME
  • Job Description: Shift: First Shift Community Association Management provides services to Homeowners’ Associations (HOA’s) throughout the Carolinas. Community Association Management is currently seeki...
  • 20 Days Ago

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Portfolio Manager
  • Golden Technology
  • Charlotte, NC FULL_TIME,CONTRACTOR
  • Responsible for managing one of more functional areas of Portfolio Operations within a product led organization that include the following but not limited tocapital allocation, capital budget governan...
  • 2 Days Ago

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Portfolio Manager
  • Octapharma Plasma, Inc.
  • Charlotte, NC FULL_TIME
  • How to Maximize your opportunity to do rewarding work, your future leadership potential, and your career growth? Join an Industry Leader [Become one, too!] Octapharma Plasma offers professional opport...
  • 4 Days Ago

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Property Manager (Apartment Community)
  • Monarch Investment and Management Group
  • Bern, NC FULL_TIME
  • Property Managers... you can work for anyone but why not chose a company that fosters career growth in 20 states, has excellent and honest reviews, pays well, has awesome bonus incentives and more imp...
  • 9 Days Ago

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Portfolio Analyst
  • LanceSoft, Inc.
  • Radford, VA
  • Title: Portfolio Analyst DURATION: Multi-year LOCATION: Ft. Belvoir, VA - on-site local only - no T&E Description: Posit...
  • 3/27/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Jacksonville, FL
  • Florida Financial Advisors
  • Jacksonville, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/27/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Orlando, FL
  • Florida Financial Advisors
  • Orlando, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Marshfield, MA
  • Job description Elevating your Practice with Baystate Financial! Job description: Looking to elevate your practice? Bays...
  • 3/26/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Tampa, FL
  • Florida Financial Advisors
  • Tampa, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Senior Financial Analyst
  • Craft Recruiting
  • Bethlehem, PA
  • We are a manufacturer of electronics with over $1 billion in revenue and operations in Pennsylvania, Massachusetts, Texa...
  • 3/25/2024 12:00:00 AM

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Investment Analyst
  • QUAD, a SolomonEdwards Company
  • King of Prussia, PA
  • Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
  • 3/24/2024 12:00:00 AM

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Front Office Hedge Fund Recruiter - Recruitment Agency Client of Talent Focus (New York City)
  • Talent Focus Executive Search and Consulting
  • New York, NY
  • Our client is a global financial services recruitment agency that requires a high calibre recruiter, to join their Hedge...
  • 3/24/2024 12:00:00 AM

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$115,835 to $173,196