- WSFS Bank (Philadelphia, PA)
- …Manager to support the credit administration needs of that Manager 's customer portfolio to develop information concerning their business, financial ... Analyst to support the Select Markets teamThe Commercial Credit Analyst will manage a portfolio of...experience in retail and commercial banking divisionsMust have at 2 years of relevant commercial banking experienceMust have strong… more
- Fidelity TalentSource LLC (Boston, MA)
- … performance, positioning, rebalance metrics, etc. to ensure alignment with Portfolio Manager (PM) investment thesis and process.Quantitative Analysis: Develop ... Job Description:Senior Quantitative Portfolio AnalystQuantitative Model Management Team, Strategic Advisers, LLC...constructs and manages asset allocation portfolios for more than 2 million customer accounts. Strategic Advisers is looking for… more
- Fidelity TalentSource LLC (Boston, MA)
- …investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio ... a million accounts. Strategic Advisers is looking for a Portfolio Engineer to join our Boston, MA or Denver,...roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are… more
- WSFS Bank (Philadelphia, PA)
- … manages commercial banking relationships for companies with annual sales greater than $ 2 .5 million and total business credit greater than $1 millionThe ... the Bank's credit policyJob Responsibilities: Partners with credit Associates, such as Portfolio Managers, in...Responsibilities: Partners with credit Associates, such as Portfolio Managers, in the development and analysis of financial… more
- Lendmark Financial Services, LLC (Oak Creek, WI)
- …I, Trainees are expected to learn the following competencies: Consumer finance basics, Credit and non- credit products, Fundamentals of credit extension, ... loans monthly, servicing an assigned portion of the branch's consumer loan portfolio to protect Lendmark investment against potential losses, meet all state… more
- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:Investment Relationship Manager The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an ... Investment Relationship Manager (IRM) for coverage of alternative analyst and product...across asset management and distributionDemonstrate an in-depth understanding of portfolio construction and platform solutions (Advisory & Brokerage) at… more
- Fidelity TalentSource LLC (Boston, MA)
- …learning. Primary Responsibilities: Collaborates with Investment Professionals -- Portfolio Managers, Quantitative Analysts, or Traders. Outlines sophisticated ... and five (5) years of experience as a Senior Manager , Product Development (or closely related occupation) performing data...roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Facilitate and provide inventory management oversight for assigned client portfolio .Project Management:Independently lead creation of standard or custom educational ... and Operations larger scale initiatives. The TeamThe Sr. Communications Production Manager (Sr. CPM) is responsible for handling production workflow of Workplace… more
- Amerant Bank (Coral Gables, FL)
- …and internal transfer requests. This may include scheduling and coordination of Relationship Manager , Portfolio Officers, and/or other Manager functions and ... degree Formal credit training is a plus Minimum Work Experience Requirements: 2 + years of experience as a Lending Administrative Assistant Technical and/or Other… more
- Fidelity TalentSource LLC (Boston, MA)
- …manager \u201Cfund-of-funds.\u201D\u00A0 You will lead meetings with external portfolio managers to discuss their investment process and strategy ... investment objectives. The PositionThis is an investment role focusing on manager research in Liquid Alternative Investments (ie Hedge Fund like strategies).\u00A0… more
- Fidelity TalentSource LLC (Boston, MA)
- …across a global platform in the United States, Europe and Asia. The portfolio targets the real assets, technology and life sciences sectors. Devonshire has over ... position. Primary responsibilities will include: supporting oversight of existing portfolio holdings, supporting diligence of new investments, conducting industry… more
- Fidelity TalentSource LLC (Durham, NC)
- …the following groups: Equity, Fixed Income, Multi-Asset, ESG, and Alternative Investments Manager Research; Portfolio Engineering; and Portfolio Construction ... is looking for a principal full stack engineer to join the Integrated Portfolio Construction team to implement innovative solutions for financial advisors using the… more
- Fidelity TalentSource LLC (Boston, MA)
- …and structures.Seek continuous improvement of the program through the assessment of portfolio manager needs, industry best practices, and process improvement ... activities: \u00A0\u00A0\u00A0\u00A0Support the development of a best-in-class Private Asset Manager due diligence and oversight program to support all private… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …by deploying pipelines (Jenkins), code versioning (using ESP and PVCS Version Manager ), testing (UT-PLSQL); and creating executable programs using AWS Lambda and ... holdings calculations based on pending and executed trades to assist Portfolio Analysts in obtaining real-time cash positions.DE operating end-to-end data management… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The RoleAs a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of ... to develop and/or deepen relationships with consultantsWork with our Investment Portfolio Managers and sales teams to define prospect targets, understand pricing… more
- OceanFirst Bank (Red Bank, NJ)
- **Position** : Credit Portfolio Manager II - Construction Lending (Hybrid) **Location** : Red Bank, NJ **Requisition ID:** : 4049 At OceanFirst Bank, each ... initial onboarding has been completed (3 days in office, 2 days remote), employee perks & discount programs, tuition... credit policy. Provide guidance to less seasoned Credit Portfolio Managers and Credit … more
- M&T Bank (New York, NY)
- …as applicable. Complete other related duties as assigned. **SCOPE** The Commercial Credit Portfolio Management Department is responsible for the ongoing ... to maintain timely and accurate risk ratings for a portfolio of commercial credits. Spread financial statements and prepare...degree in Accounting, Finance, Economics or related field with 2 years' experience in commercial credit , public… more
- M&T Bank (New York, NY)
- …other related duties as assigned. **Scope of Responsibilities:** The Commercial Credit Underwriting/ Portfolio Management Department is responsible to provide an ... to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and...degree in Accounting, Finance, Economics or related field and 2 years' experience in commercial credit , public… more
- City National Bank (New York, NY)
- ** MANAGER CREDIT CB** **WHAT IS THE...+ Minimum 10 years credit administration and portfolio management experience + Minimum 2 years ... of the underwriting and credit function. Oversees credit management process for portfolio management and...of 15 years of credit administration and portfolio management experience + Minimum 2 years… more
- PenFed Credit Union (Mclean, VA)
- …about being a part of the PenFed family. PenFed is hiring a (Hybrid) Manager , Mortgage Credit Analytics at our Tysons, Virginia location. The primary purpose ... + Provide analytics to support the development of effective credit policies, portfolio management, and risk mitigation...country's strongest and most stable financial institutions with over 2 .8 million members and over $36 billion in assets.… more
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