- Fidelity TalentSource LLC (Boston, MA)
- …and centrally managed from the home office. The RoleWe are seeking an experienced Portfolio Manager (PM), Private Credit . Located in Boston, this new ... a Fidelity Investments Company. SAI serves as the investment manager to all Fidelity managed accounts offered by Fidelity...to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory Services and through Fidelity s Wealth Management… 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 ... Portfolio Analyst to join our Quantitative Model Management group within our Portfolio Engineering organization. The...roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are… 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,...accounts. Primary ResponsibilitiesYou will be part of a dynamic group , tasked with developing innovative ways to manage client… 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,...accounts. Primary ResponsibilitiesYou will be part of a dynamic group , tasked with developing innovative ways to manage client… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …capital introduction experience in alternatives from a private equity fund, asset manager , prime brokerage/capital introduction group , or top ranked placement ... Alternatives Business Development role in Fidelity s Institutional Client Group (ICG) organization!\u00A0ICG is the institutional distribution arm of Fidelity… more
- WSFS Bank (Ardmore, PA)
- …part of our name, it's our mission and our purposeThe Small Business Relationship Manager will be responsible for the sales life cycle, including lead sourcing, loan ... companies with annual revenues up to $5 million, facilitate and close total business credit exposure of up to $1.5 million, and maintain current knowledge of local… more
- Creative Financial Staffing (Des Plaines, IL)
- …a rapidly growing educational establishment who are looking to add a Senior Manager , Foundation, Finance and Operations to their team. The company has enjoyed ... budgets to ensure responsible utilization of financial resources. Manages investment portfolio of the Foundation, valued at more than $20 million. Formulates,… 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 ... so, you will rate strategies and communicate your recommendations to SAI portfolio managers through written reports, group presentations, and 1:1… more
- Fidelity TalentSource LLC (Boston, MA)
- …successful capital introduction experience in alternatives from a hedge fund, asset manager , prime brokerage/capital introduction group , or top ranked placement ... President, Alternatives Business Development role in Fidelity s Institutional Client Group (ICG) organization.\u00A0 ICG is the institutional distribution arm of… more
- Fidelity TalentSource LLC (Phoenix, AZ)
- …of a cross-functional team consisting of the Managing Director, Workplace Regional Manager , Planning & Guidance team, and retail partners.\u202F You will facilitate ... plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You ll be responsible for understanding the client s unique… more
- Fidelity TalentSource LLC (Boston, MA)
- …knowledge stack for investment professionals in Fidelity Asset Management analysts and portfolio manager in equities, fixed income, high income, direct lending. ... this case, GenAI). You are at home in an applied technical group conceiving of, building and delivering first-of-a-kind knowledge-based applications. You have… more
- Citigroup (Fort Lauderdale, FL)
- Citibank, NA seeks a Credit Portfolio Manager for its Fort Lauderdale, Florida location. Duties: Continuously monitor risk and performance of the Private ... 3 years of progressively responsible, post-baccalaureate experience as a Credit Portfolio Manager , Credit...Job Family Group : Risk Management Job Family: Credit & Portfolio Risk Management **Job Family… more
- Bank of America (Charlotte, NC)
- Global Renewable Energy Credit Portfolio Manager New York, New York;Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a ... difference. Join us! **Job Description:** The Global Renewable Energy Credit Portfolio Manager will be...debt project financings originated by the Global Sustainable Finance Group . The Portfolio Manager may… more
- M&T Bank (Boston, MA)
- …applicable. + Complete other related duties as assigned. **SCOPE** The Commercial Credit Portfolio Management Department is responsible for the ongoing ... **OVERVIEW** Evaluate and determine the credit risks of largest, most complex and/or specialized...to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and… more
- Citigroup (Getzville, NY)
- …Master's degree preferred **Job Family Group :** Risk Management **Job Family:** Credit & Portfolio Risk Management **Time Type:** Full time **Primary ... risk governance framework to Citi's risk management of affiliate credit relationships. Key Responsibilities: * Manage Inter-Affiliate relationships and maintain… more
- BMO Financial Group (Chicago, IL)
- Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client ... satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit -granting principles… more
- Synchrony (Charlotte, NC)
- …client teams to ensure consistency in business plans + Guide, mentor and develop portfolio credit and other staff in technical and business matters + Perform ... and operational risk evaluation; delinquency, loss and fraud mitigation; enforcement of credit policies; portfolio monitoring; input into deal structure and… more
- CIBC (Chicago, IL)
- …existing relationships, and increasing referral activity across all lines of business. Group Portfolio Manager primary responsibilities are to ensure ... provide approval within established guidelines for daily credit and portfolio administrative activity. Group Portfolio Managers report to the Group … more
- Citigroup (New York, NY)
- …risk management practices. **Job Family Group :** Risk Management **Job Family:** Credit & Portfolio Risk Management **Time Type:** Full time **Primary ... Institutional Credit Management (ICM) is a first line of...our exceptions (policy, limits, underwriting, collateral, etc.) monitoring / portfolio management capabilities. In this role you will work… more
- BMO Financial Group (Salt Lake City, UT)
- …Commercial - Emerging Middle Market Team! We are currently looking for a Commercial Portfolio Manager who will be in charge of making informed decisions on ... summary in conjunction with the Relationship Managers and Credit Manager to address all material aspect...of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing… more
