- Citigroup (New York, NY)
- …capital markets, as well as providing ongoing credit monitoring support for Citi's Leveraged Finance Portfolio of client relationships. Our Underwriters have ... as properly manage the credit exposure within global Citi's Leveraged Lending Portfolio . **Analyst Role and Responsibilities:**...analyze models used for valuation and to forecast the client 's operating and financial performance and be able to… more
- Wellington (Boston, MA)
- …institutional bank loan portfolios with a conservative, bottom-up style. The portfolio manager will also work within our broader Leveraged Credit team to ... income assets on behalf of our clients worldwide. The Leveraged Credit team manages approximately $37 billion in assets...Credit team, we are seeking an experienced Fixed Income Portfolio Manager (Bank Loans) in our Boston… more
- City National Bank (Newark, DE)
- * Portfolio Manager II - Middle Market,...their clients' credit needs with an elevated level of client service and credit acumen to address their needs ... Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the… more
- City National Bank (Los Angeles, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or Credit ... providing credit and loan underwriting expertise to the cash flow lending/ leveraged finance group within Corporate Banking. Analyzes prospective loan transactions… more
- City National Bank (Los Angeles, CA)
- * PORTFOLIO MANAGER III- Commercial Real Estate* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the ... Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank's CRE clients, including private… more
- City National Bank (Los Angeles, CA)
- * PORTFOLIO MANAGER III- AFFORDABLE HOUSING* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term ... to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. * This… more
- City National Bank (Lake Mary, FL)
- * PORTFOLIO MANAGER ASSOCIATE* WHAT IS THE...and inquiries: be able to discuss both economic and client portfolio topics: - Introductory and ongoing ... or to provide investment recommendations. * Create and/or review client portfolio review presentations and portfolio...environment where all forms of diversity are valued and leveraged to make us a better company and employer.… more
- City National Bank (Charlotte, NC)
- * Portfolio Manager I - Middle Market* * Charlotte, NC. **In Office 4 Days a week** * WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the ... model that emphasizes risk management, cross-functional collaboration, and long-term client partnerships. * Provide comprehensive credit recommendations and presentations… more
- City National Bank (Los Angeles, CA)
- * PORTFOLIO MANAGER II - Emerging Middle Market * WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the *Emerging Middle Market Credit Management ... with emphasis on risk management, cross-functional collaboration, and long-term client partnerships. * Provide comprehensive credit recommendations and presentations… more
- Wellington (Boston, MA)
- …that reflect both firmwide research insights and the specific objectives of FRM custom client mandates. This portfolio manager will also be a strategic ... billion in assets. Within our fixed income platform, we are seeking a Fixed Income (FI) Portfolio Manager (PM) to work with the FRM team and help drive the… more
- City National Bank (Charlotte, NC)
- *SSG PORTFOLIO MANAGER SR* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team within CNB's workout group known as ... Special Situations or SSG. Such portfolio consists primarily of criticized and classified C&I, Investor...needs and provide tailored credit solutions. Participate in joint client interaction with Relationship Manager (s). WHAT DO… more
- Huntington National Bank (New York, NY)
- …borrower, agent banks, credit, etc., while demonstrating command of the subject matter. The Portfolio Manager role is client facing, and the candidate should ... growth, it is seeking to add an Associate - Portfolio Manager who is capable of leading...are public, private, investment grade, non-investment grade and highly leveraged . + PMs are able to successfully explain complex… more
- Wells Fargo (Houston, TX)
- **About this role:** Wells Fargo is seeking an Executive Director-level Portfolio Manager for Wells Fargo Corporate & Investment Banking Renewables team. The ... risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio + Provide high touch portfolio … more
- City National Bank (Houston, TX)
- * PORTFOLIO MANAGER * WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor...management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. ... and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers… more
- City National Bank (Los Angeles, CA)
- * MANAGER CREDIT PORTFOLIO RISK* WHAT IS THE OPPORTUNITY? This position is responsible for providing Credit Risk oversight across the banks Residential Lending ... Analyze, monitor risk metrics to understand and improve consumer and residential portfolio diversification * Identify gaps in current policy requirements and current… more
- City National Bank (New York, NY)
- * MANAGER - CLIENT SENIOR* WHAT IS THE OPPORTUNITY? The Client manager is responsible for contributing to overall branch sales efforts, maintaining ... adherence to CNB policies and procedures are being met.For de novo branches the Client Manager will be engaged in some level of external business development… more
- City National Bank (El Segundo, CA)
- * CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the ... client relationship after the sale. This will include consultation,...relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of recording gain/loss,… more
- Deloitte (Westlake, TX)
- …special projects as well as test creative and innovative approaches that could be leveraged in the Executive & Team experience portfolio . We are looking for ... and functions. Work you'll do Executive Accelerators is searching for an Experience Manager to join the Executive and Team Experiences team. This is an exciting… more
- City National Bank (Riverside, CA)
- …variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall ... *RELATIONSHIP MANAGER SPECIALTY DEPOSITS* WHAT IS THE OPPORTUNITY? The...responsible for the continued profitable growth of the assigned portfolio through active calling efforts, service and referrals. Adeptly… more