Portfolio Manager Jobs in Lansing
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Search Results - Portfolio Manager Jobs in Lansing
Waggoner Financial-Lansing
financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
• Manage client account paperwork, onboarding, and ongoing service requests.
• Maintain CRM and portfolio management systems with accurate client information...
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workable.com -
Kastech Software Solutions Group-Lansing
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• O).Experience using Clarity PPM or similar Project Portfolio Management (PPM) too
• ls.Knowledge of API-driven integrations and enterprise application architectur
• es.Experience with Secure Software Development Life Cycle (SADLC) and DevOps...
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Waggoner Financial-Lansing
pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred
• Strong interest in equity markets, investment analysis, and portfolio management
• Proficiency in Microsoft Excel; familiarity...
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workable.com -
Brooksource-Lansing
Our client is seeking an experienced ACE Platform Technical Program Manager (TPM) to provide portfolio governance across the ACE platform organization. Unlike traditional project management roles, this position is responsible for creating visibility...
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Waggoner Financial-Lansing
Assist advisors with client meeting preparation, including agenda building, portfolio review materials, and research support.
• Support data entry and maintenance within CRM and portfolio management systems.
• Help prepare financial planning...
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workable.com -
G-TECH Services LLC-Okemos, 9 mi from Lansing
Portfolio Management Office and other departments as necessary to improve project team performance and ensure documentation requirements and formats adhere to corporate standards
6. Provides assistance, consultation, and mentoring to other project teams...
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