- Nuveen Investments (Charlotte, NC)
- …successful performance outcomes and risk control for our clients. Nuveen GFI is seeking a senior client portfolio manager to support the ongoing growth ... Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of… more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager at a Wealth Management firm with** ... for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on… more
- Battelle Memorial Institute (Chantilly, VA)
- …managers on program execution and delivery issues. + Represents Battelle to senior leadership in client organizations. Prepares and presents presentations to ... and may not be a function of dollar volume or contract length. Provides senior , experienced leadership and management to programs with exceptionally high client … more
- CIBC (New York, NY)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Senior Group Portfolio Manager ** supporting Private Banking, ... Banking, or Wealth Lending environment, and have led high-performing credit or portfolio teams. + ** Client -focused:** You understand the financial sophistication… more
- Tompkins Community Bank (Mount Kisco, NY)
- …and take ownership of conversations with clients to ensure understanding of their portfolio 's performance. + Participate in client meetings, upon request, to ... call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager...Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio … more
- Fifth Third Bank, NA (Orlando, FL)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team", ... ( client -facing). + Experience managing an advanced commercial client portfolio with a great deal of...of a CRT screen. + Some travel required. Commercial Senior Portfolio Manager LOCATION --… more
- CHARLESGATE (Boston, MA)
- The Senior HOA Portfolio Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio ... and residents. Portfolio members primarily include the Property Managers, Client Services Manager , Property Coordinator, and cross functional management of… more
- Truist (Richmond, VA)
- …is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and ... Banking clients and actively manages a Middle Market or CML portfolio . Includes day-to-day client interaction, managing portfolio risk and adheres to all… more
- CHARLESGATE (Boston, MA)
- The Portfolio Senior Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio to ... ensure an excellent experience for clients and residents. Portfolio members primarily include the Resident Services Manager...measured by variance of budget vs. actual NOI + Client (owner) communication and satisfaction + Risk management of… more
- Truist (Charlotte, NC)
- …finally approved by ultimate risk approval officer. Problem Complexity: Very Complex. Underwriters & Portfolio Manager 2s will be assigned to some of the more ... portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation.… more
- Commerce Bank (St. Louis, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Senior Portfolio Manager - CTC job and contemplates a wide range ... wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. Commerce Trust… more
- M&T Bank (Philadelphia, PA)
- …synthesize, communicate, and collaborate across business lines, support functions, and senior leadership. + Our methodology incorporates solving the problem across ... alignment across the bank and its strategy, including providing transparency to senior leadership of progress of initiatives. + Develop and tailor communications… more
- Truist (Atlanta, GA)
- …sponsor-owned, leveraged transactions. The Group also actively manages the related loan portfolio to meet client needs while also ensuring appropriate ... dialogue, including product partner opportunity identification where appropriate. Actively manages portfolio risk through risk rating integrity, client reviews,… more
- BMO Financial Group (Brookfield, WI)
- …activities within the EMM (Emerging Middle Market) Streamline Channel - Portfolio , New Business, Analysts, Small Commercial, and Pre-Underwriting. Ideal candidate ... and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs...decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Turner & Townsend (New York, NY)
- …of the most exciting projects in the world. **Job Description** The Prosci certified Senior Change Manager 's role is to manage organizational change and promote ... of any scale. Our team is dynamic, innovative and client -focused, supported by an inclusive and fun company culture....stakeholders in the organizational hierarchy to succeed. The change manager will act as an advisor for senior… more
- First Horizon Bank (Knoxville, TN)
- … manager for clients: establishing investment objectives, managing the client investment portfolio , providing regular reporting, and conducting client ... **Location:** On site at location listed in job posting **Summary** Portfolio Manager / Business Development Officer at Registered Investment Adviser with $1.5… more
- First Horizon Bank (Brentwood, TN)
- …On site at location listed in job posting **Summary** The Corporate Healthcare Banking Portfolio Manager assists in the assessment of risk and management of the ... portfolio . Partners with Relationship Managers, Credit Analysts and Client Specialists to grow and develop a high quality...risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.… more
- UMB Bank (Phoenix, AZ)
- …time that might create a change in their financial service needs. The **Sr.** ** Portfolio Manager ** is responsible for assisting loan officers in the ... is directly impacted by the growth of our Commercial & Industrial loan portfolio . The team consists of Portfolio Managers, Underwriters, Credit Analysts,… more
- First Horizon Bank (Orlando, FL)
- **Description** **Location:** **On site in Orlando, FL** **SUMMARY** The Portfolio Manager assists in the assessment of risk and management of the Bank's loan ... risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.**...ensure an accurate risk assessment and thorough underwriting.** **Answer client questions; ensure all data is accurate for loan… more
- Vanguard (Malvern, PA)
- …remain the industry leader in indexed, active, and quantitative strategies. As a Senior Investment Management Product Manager , you will leverage your acumen in ... i dentify and integrate emerging trends in optimization techniques and portfolio construction methodologies . Responsibilities: + Leads digital product management… more
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