Investment Portfolio Manager
hace 2 días
**Overview**
Fisher Investments is seeking a skilled Investment Counselor to join our Private Client Group. As a key member of our team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, providing them with expert investment advice and guidance to help them achieve their long-term financial goals.
**Key Responsibilities**
• Develop and implement customized investment strategies for clients, taking into account their unique financial situations and goals
• Conduct regular portfolio reviews and provide clients with detailed analysis and recommendations for improvement
• Collaborate with our sales team to identify new business opportunities and grow our client base
• Stay up-to-date on market trends and economic conditions, using this knowledge to inform investment decisions and provide clients with valuable insights
**What We Offer**
• A dynamic and supportive work environment that encourages professional growth and development
• Opportunities for advancement and career progression within the company
• A comprehensive training program that provides you with the skills and knowledge needed to succeed in this role
• A competitive salary and benefits package, including a 100% paid premium supplemental healthcare plan, employer-paid life insurance, and 15 days of annual leave
**Why Fisher Investments?**
We are a fee-only fiduciary firm, which means our compensation structure is aligned with our clients' best interests. We are committed to providing our clients with the highest level of service and expertise, and we are looking for talented individuals who share our values and passion for delivering exceptional results.
-
Technology Investment Director
hace 2 semanas
San Francisco, Heredia, Costa Rica Databricks A tiempo completoWe are seeking a seasoned Program Manager to lead our Services Investment Program, driving strategic initiatives and ensuring the successful execution of technology investments.The ideal candidate will play a pivotal role in shaping the future of Databricks through effective program management, financial acumen, and cross-functional collaboration.Key...
-
Investment Portfolio Manager
hace 2 semanas
San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completoCompany OverviewFisher Investments Costa Rica is a fee-only fiduciary firm committed to providing exceptional service and unique perspectives on investing.The Day-to-Day:Build trusting relationships with high-net-worth clients and educate them on our top-down portfolio strategy, their investments, and important market events.Proactively connect with clients...
-
Senior Portfolio Manager
hace 1 mes
San Francisco, Heredia, Costa Rica Thermo Fisher Scientific A tiempo completoJob OverviewWe are seeking a highly skilled Senior Portfolio Manager to join our team at Thermo Fisher Scientific.
-
Strategic Investment Director
hace 2 meses
San Francisco, Heredia, Costa Rica Databricks A tiempo completoWe are seeking a highly skilled Strategic Investment Director to lead our Services Investment Program. This key role will be responsible for driving strategic initiatives and ensuring successful technology investments.The impact you will have:Key ResponsibilitiesDevelop and execute the strategy and roadmap for the Investment Program.Lead cross-functional...
-
Automotive Lender Portfolio Manager
hace 2 meses
San Francisco, Heredia, Costa Rica Experian A tiempo completoJob Overview:Experian is seeking an experienced Automotive Lender Portfolio Manager to join our team in Costa Rica. This permanent home-based role offers a unique opportunity to drive customer satisfaction and grow sales within a defined territory of customer accounts.Key Responsibilities:Manage a portfolio of customer accounts, focusing on prompt resolution...
-
Strategic Portfolio Development Manager
hace 14 horas
San Francisco, Heredia, Costa Rica Citi A tiempo completoJob Overview">The Strategic Portfolio Development Manager is a crucial role within Citi, focusing on the planning, coordination, and execution of program or portfolio operations. This position requires a deep understanding of industry practices and standards, as well as strong analytical and problem-solving skills.">Main Responsibilities:">Supports planning,...
-
Category Manager for Services Portfolio
hace 3 meses
San Francisco, Heredia, Costa Rica Hewlett Packard A tiempo completoAs a Category Manager for Services Portfolio, you will be responsible for driving and executing daily activities on services portfolio management.Key responsibilities include:Portfolio Management:Develop and execute portfolio management strategies to drive business growth.Ensure best-in-class portfolio setup in HP front-end tools.Develop and update portfolio...
-
Commercial Portfolio Manager
hace 6 días
San Francisco, Heredia, Costa Rica Uber A tiempo completoAbout the RoleThis role is part of Uber's Commercial Area. As a Commercial Portfolio Manager, your key responsibility will be to develop and manage a portfolio of key accounts for Uber Direct.Key Responsibilities:Portfolio management of key restaurant merchants for Uber DirectDevelop action plans by account to achieve performance indicators and maximize...
-
Customer Success Portfolio Manager
hace 1 mes
San Francisco, Heredia, Costa Rica Servicenow A tiempo completoAbout ServiceNowAt ServiceNow, our technology empowers organizations to innovate and succeed in today's digital landscape. We are a team of passionate individuals who share a common goal: to help our customers achieve their objectives.Estimated Salary RangeThe estimated annual salary for this position is $175,000 - $225,000, depending on location and...
-
Senior Collections Portfolio Manager
hace 2 días
San Francisco, Heredia, Costa Rica Equifax A tiempo completo**Unlock Your Potential at Equifax**As a Senior Collections Portfolio Manager at Equifax, you will be responsible for overseeing collection efforts for assigned portfolios of accounts. Your expertise in research, queries, reconciliation, and analysis will be crucial in resolving nonpayment and account disputes. You will also process payments from customers...
-
Strategic Portfolio Leadership Manager
hace 14 horas
San Francisco, Heredia, Costa Rica 3M A tiempo completoCompany OverviewAt 3M, we value diversity and global collaboration. With various technologies, products, and locations, our company provides a unique opportunity to work with innovative individuals worldwide.The Impact You'll Make in this RoleAs a Strategic Portfolio Leadership Manager, you will have the chance to lead a global team responsible for ISD...
-
Project Portfolio Manager
hace 2 meses
San Francisco, Heredia, Costa Rica Hewlett Packard A tiempo completoJob OverviewWe are seeking a highly skilled and experienced Project Portfolio Manager to join our team at Hewlett Packard. This is an exceptional opportunity for a seasoned professional to lead internal projects and teams, drive business results, and contribute to the growth and success of our organization.About the RoleThe successful candidate will be...
-
Senior Portfolio Manager
hace 2 meses
San Francisco, Heredia, Costa Rica Sysco Costa Rica A tiempo completoAt Sysco we are driving digital transformation through our Recipe for Growth strategy, and we are dependent on the efficient delivery of leading-edge products to achieve our goals. To enable efficient working across our transformational portfolios, we need a Sr. Technology Portfolio Analyst to develop critical reporting capabilities. This role will assist...
-
Financial Portfolio Manager
hace 1 día
San Francisco, Heredia, Costa Rica Brenntag A tiempo completoJob DescriptionOverview: As a key member of our team, you will be responsible for ensuring the efficient management of unapplied cash and identifying discrepancies in payments received.Your Role & Responsibilities:Reconcile all payments received on a daily basis to ensure accuracy and completeness.Prepare detailed accounts receivable reconciliations for...
-
Service Segment Manager
hace 3 semanas
San Francisco, Heredia, Costa Rica Hewlett Packard A tiempo completoThis role is pivotal in driving the development, implementation and governance of product support or solution portfolios throughout their lifecycle. The goal is to ensure seamless alignment with pricing strategies, fostering a culture of service excellence that contributes to revenue growth.**Key Responsibilities:**Develops and implements comprehensive plans...
-
Strategic Business Development Manager
hace 4 semanas
San Francisco, Heredia, Costa Rica Philip Morris International A tiempo completoWe are seeking a highly skilled Strategic Business Development Manager to join our team in Heredia, Costa Rica. This is an exciting opportunity to drive profitable sales growth within key accounts and develop strong relationships with clients.About the Role:The successful candidate will be responsible for managing key accounts, developing and maintaining...
-
Strategic Technology Portfolio Manager
hace 4 semanas
San Francisco, Heredia, Costa Rica Sysco Costa Rica A tiempo completo**About the Role**Sysco Costa Rica is driving digital transformation through its Recipe for Growth strategy. The organization relies on the efficiency of its Technology department to deliver leading-edge products and achieve business objectives.This strategic position plays a crucial role in enabling efficient and effective ways of working across...
-
Global Financial Markets Expert
hace 1 día
San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completoAt Fisher Investments, our mission is to better the investment universe by providing unparalleled service and unique perspectives on investing. As an Investment Counselor, you will be the voice of our company to our clients in the United States, building trusting relationships and educating them on our top-down portfolio strategy.We are seeking a highly...
-
Strategic Financial Planning Manager
hace 4 días
San Francisco, Heredia, Costa Rica Moody'S A tiempo completoJob SummaryWe are seeking a highly skilled Financial Planning and Analysis (FP&A) Manager to join our team at Moody's.The successful candidate will be responsible for developing and executing high-quality management reports, investment plans, and operating model strategies to maximize business value.
-
Collection Portfolio Specialist
hace 2 meses
San Francisco, Heredia, Costa Rica Moody'S A tiempo completoOverviewM Moody's is a global integrated risk assessment firm that empowers organizations to make informed decisions. As a key member of our team, you will play a vital role in handling customer portfolios and performing administrative tasks.About the RoleYou will work closely with internal teams to identify overdue invoices, obtain payments from delinquent...