- Amerant Bank (Tampa, FL)
- …will also assist in the credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, ... Loan Operations, Credit Services, Closing areas, and Credit Risk. Collaborate with Portfolio Management in...business, accounting or finance required. Master's degree preferred OR 3 + years of commercial credit analysis experience… more
- WSFS Bank (Berwyn, PA)
- …more than part of our name, it's our mission and our purposeThe Commercial Banking Portfolio Manager will manage a portfolio of existing commercial banking ... assigned portfolioWork closely with the Team Leader or Department Manager to support the credit administration needs...regionAs of March 31, 2023, WSFS Financial Corporation had $20. 3 billion in assets on its balance sheet and… more
- WSFS Bank (Berwyn, PA)
- …is more than part of our name, it's our mission and our purposeThe Portfolio Manager Team Lead will ensure there is effective and efficient underwriting ... and utilize said underwriting as a basis to make credit decisions, as designated by policy, that are within...business plans, financial results and forecastsManage a team of Portfolio Managers and approve loans within authority granted in… more
- WSFS Bank (Berwyn, PA)
- …more than part of our name, it's our mission and our purposeThe Healthcare Banking Portfolio Manager will manage a portfolio of Healthcare Banking commercial ... with the Director of Healthcare Banking to support the credit administration needs of that Manager 's customer...regionAs of March 31, 2023, WSFS Financial Corporation had $20. 3 billion in assets on its balance sheet and… more
- 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...regionAs of March 31, 2023, WSFS Financial Corporation had $20. 3 billion in assets on its balance sheet and… more
- US Tech Solutions, Inc. (Lake Buena Vista, FL)
- Job Title: Credit Administration Analyst Location: Lake Buena Vista FL 32830 Duration: 6 Months Contract Hybrid role; In-Office days Mon. & Tue. Description/Comment: ... a focus on strategic accounts and escalated dispute resolution. * With Manager guidance, negotiates complex customer settlements and payment plans with the… 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...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,...roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are… more
- WSFS Bank (Philadelphia, PA)
- …risk as defined by the Bank's credit policyJob Responsibilities: Partners with credit Associates, such as Portfolio Managers, in the development and analysis ... than part of our name, it's our mission and our purposeThe Relationship Manager manages commercial banking relationships for companies with annual sales greater than… 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
- Fidelity TalentSource LLC (Greenwood Village, CO)
- Job Description:The Senior Manager Data Strategy (Quant Services) position is responsible for providing guidance and performing business, systems & data analysis ... Dev, Quant Research, Data Strategy, Global Data Services and Portfolio Engineering teams to insure timely remediation. The Senior... Engineering teams to insure timely remediation. The Senior Manager Data Strategy will play an important role in… 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)
- …Technology, Information Systems, Mathematics, Physics, or a closely related field and three ( 3 ) years of experience as a Senior Manager , Product Development (or ... and learning. Primary Responsibilities: Collaborates with Investment Professionals -- Portfolio Managers, Quantitative Analysts, or Traders. Outlines sophisticated product… 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
- WSFS Bank (Hershey, PA)
- …part of our name, it's our mission and our purposeThe SBA Lending Relationship Manager will be responsible for developing strategies to originate SBA loans in the ... SBA loan opportunitiesResponsible for structuring SBA loan proposals and preparing credit packagesResponsible for the success and growth of the assigned sales… 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 ... waivers Tuition reimbursement Pension plan - good contribution rate 3 weeks PTO and 3 weeks sick...to ensure responsible utilization of financial resources. Manages investment portfolio of the Foundation, valued at more than $20… more
- Northeast Georgia Health System, Inc (Gainesville, GA)
- …operations to meet the financial obligations of the organization. The Treasury Manager will monitor cash reporting and forecasting, credit administration, lender ... health of our communities. About the Role:Job SummaryThe Treasury Manager will be responsible for the cash flow and...years of progressive treasury experience; including a minimum of 3 years in a supervisory or management role in… 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)
- …manager \u201Cfund-of-funds.\u201D\u00A0 You will lead meetings with external portfolio managers to discuss their investment process and strategy ... professionals constructs and manages asset allocation portfolios for over 3 ,000,000 customer accounts. Fundamental ResearchSAI s Fundamental Research team consists… 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
