- WSFS Bank (Berwyn, PA)
- …opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a Top Workplace by ... of our name, it's our mission and our purposeThe Portfolio Manager Team Lead will ensure there is effective...ensure there is effective and efficient underwriting of all Private Banking loans and utilize said underwriting as a… more
- Fidelity TalentSource LLC (Boston, MA)
- …Development Companies (BDC), Limited Partnership, interval and tender offer fund structures across Private Equity, Private Credit , Private Real Estate ... is looking to add a Director to support the Private Assets component of the program. Reporting to the...manager oversight program. The team interacts frequently with Fidelity portfolio management teams and product development groups… more
- Fidelity TalentSource LLC (Chicago, IL)
- …a new Chicago-based lending team to go after the large direct lending / private credit market. Our leveraged finance platform targets market middle-market ... and contributing member in all aspects of origination, due diligence, and relationship/ portfolio management . These responsibilities include, but are not limited… more
- Fidelity TalentSource LLC (Chicago, IL)
- …a new Chicago-based lending team to go after the large direct lending / private credit market. Our leveraged finance platform targets market middle-market ... will be responsible for supporting senior debt origination, underwriting and portfolio management capabilities within the broader direct lending group.… more
- Amerant Bank (Tampa, FL)
- … Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk. Collaborate with Portfolio Management in the administration, ... assist in the credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, clearing… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …support the intermediary and institutional sales teams.You will interact with product, portfolio management , sales, compliance, and risk and professionals as ... of Your Role You will provide counsel to the private wealth management and institutional distribution arm...roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are… more
- WSFS Bank (Berwyn, PA)
- …deposit accounts, as well as the sale of additional credit and non- credit products including corporate cash management and on-line banking services, as ... moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a...name, it's our mission and our purposeThe Commercial Banking Portfolio Manager will manage a portfolio of… more
- Creative Financial Staffing (Boston, MA)
- Our client, a professional services/ management company in Downtown Boston, has an immediate need for an Assistant Portfolio Controller. The Assistant Controller ... the Assistant Controller Opportunity: Our client is a Boston based Real Estate management firm with over 40 years of acquiring and managing residential real estate… more
- Fidelity TalentSource LLC (Boston, MA)
- …The Expertise and Skills You BringPartner with investment and operations teams on portfolio management and oversight of existing holdingsServe as board member, ... review projections and understand business implicationsGravitas to engage with portfolio company management , investment partners and senior executivesExcellent… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …stay informed on new parts of the market and other forms of leverage finance private credit . ValuesThe following values are fundamental to the way in which our ... teams. The CLO Trader will be responsible for deal management , trading, and market reconnaissance in the space. The...in the space. The individual will also partner with portfolio managers, analysts, and traders to generate investment ideas… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …to develop and/or deepen relationships with consultantsWork with our Investment Portfolio Managers and sales teams to define prospect targets, understand pricing ... and/or experience working with alternatives in product development, relationship management and salesOutstanding partnership skills and ability to partner across… more
- CohnReznick LLP (Los Angeles, CA)
- …nation's leading private equity, venture capital, hedge, real estate, cannabis, private credit , and other alternative investment funds. You'll gain valuable ... markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the… more
- MassMutual (Boston, MA)
- …full sector and security selection responsibility (eg credit analysis, portfolio management , credit hedge fund, private credit , etc.) Strong ... Portfolio Managers and Head of Fixed Income Portfolio Management . This role will have direct...sectors of MassMutual's General Investment Account (GIA.) The structured credit portfolio consists of a portfolio… more
- Zions Bancorporation (Phoenix, AZ)
- …field and 6+ years' experience in Portfolio Management or a credit role to include Private Banking or other complex commercial lending. An equivalent ... National Bank of Arizona is looking for a Commercial Portfolio Manager to join our Private Banking...identify industry risks, underwrite and review collateral requirements and credit to structure and price loans. + Monitor … more
- Manulife (Boston, MA)
- …accounts. Reporting to the Director of the PE&C Portfolio Specialist team, the Private Credit Portfolio Specialist will be responsible for supporting the ... strategies as well as the PE&C platform. The Private Credit Portfolio Specialist is...time. + Collaborate and manage relationships with product development, portfolio management , operations, client service, legal and… more
- Morgan Stanley (New York, NY)
- …which includes governments, institutions, corporations and individuals worldwide. The Morgan Stanley Private Credit ("MSPC") Liability Management team is ... relevant issuer or portfolio company ratings or credit estimates - Work with liability management ...workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management * **Title:** *Liability Management - Private Credit &… more
- Wellington (Boston, MA)
- … credit funds * Assuming responsibility for internal issues associated with the management of the private credit business (eg, operational complexity, ... of experience in a related position. An understanding of asset management , private markets (specifically private credit , growth lending, investment grade… more
- BlackRock (New York, NY)
- …alternative investments and commitments on behalf of clients worldwide. **About BlackRock Private Credit ** BlackRock has built industry-leading private ... markets. As of September 30, 2023, BlackRock manages US$84 billion on behalf of Private Credit clients globally. **Position Overview** The Private Credit… more
- Manulife (Chicago, IL)
- …on transactions in which MIM is leading the financings; + Fulfilling all portfolio management requirements including on-going credit analysis, reporting and ... at the following website: Private equity & credit capital solutions | Manulife Investment Management ...with one or more years of meaningful middle market credit underwriting and portfolio management … more
- Wellington (Chicago, IL)
- …our perspectives with those of our clients. **About the Role** The Head of Private Credit Compliance will support and provide leadership to Wellington ... 's private investments compliance program, focusing on private credit . Wellington is expanding the asset...funds and separately managed accounts + Collaborate with the portfolio management and infrastructure teams to design… more
