• Fifth Third Bank (Des Plaines, IL)
    …skills. Professional presence ( client -facing). Experience managing an advanced commercial client portfolio with some degree of complexity. Ability to partner ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third… more
    Upward (07/14/25)
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  • Alloy (New York, NY)
    …of stakeholders, and being an expert in Alloy and our industry Supporting diverse client portfolio across various sizes, scales, and use cases Troubleshooting ... substantive value and actionable items Keep a tab on the client health of your portfolio and action when appropriate Attend industry conferences, network and… more
    Upward (07/09/25)
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  • General Conference of Seventh-day Adventists (Silver Spring, MD)
    …etc. ESENTIAL JOB FUNCTIONS Works with the Manager of Investor Relations on Client portfolio analysis and reporting Analyze investor portfolios to help improve ... information to help the GCIO to be proactive and organized for client portfolio analysis and reporting. Provide support to clients and respond to inquiries.… more
    Upward (07/10/25)
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  • MetLife Services and Solutions, LLC (Whippany, NJ)
    …interact with various teams across MIM, including Corporate Private Placements, Client Portfolio Management, Insurance Asset Management, Institutional Client ... Recommend internal credit ratings to potential and existing investments. Work with Client Portfolio Management to match investment opportunities with clients'… more
    Upward (07/25/25)
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  • Mowery & Schoenfeld Llc (Lake Forest, IL)
    …role is for you. Key Responsibilities: *Data Management: Maintain accurate, real-time client data across portfolio systems and CRM platforms. *Trading & ... trade execution and reconciliation in Tamarac. Support model implementation and portfolio rebalancing. * Client Reporting: Generate, audit, and deliver… more
    Upward (07/05/25)
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  • Goldman Sachs, Inc. (New York, NY)
    …regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, ... passion for the financial markets, exceptional interpersonal skills and interest in client services? We are looking for a professional with strong communication… more
    Upward (07/02/25)
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  • Octagon (Charlotte, NC)
    …with both internal and external stakeholders Understand the financial service client 's sponsorship portfolio , business initiatives and values Generate recap ... THE JOB / Event Executive, Brand Campaigns (Financial Services Client ) EXPERIENCES / Responsible for planning and executing event and experiential marketing… more
    Upward (07/29/25)
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  • Careers at KKR (New York, NY)
    …for various client types, leading end-to-end implementation, and delivering ongoing portfolio management and client service Forming views on various key ... investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in… more
    Upward (07/26/25)
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  • Northern Trust (Chicago, IL)
    …information, economic factors, and bond market conditions in conjunction with the client 's investment objectives. * Assists the portfolio managers in the ... markets and client objectives. * Broadens knowledge of fixed income portfolio management through various sources Knowledge: * Knowledge of investment theory and… more
    Upward (07/23/25)
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  • Regions Financial Corporation (Atlanta, GA)
    …section of the system. Job Description: At Regions, the Credit Products Commercial Portfolio Manager is a client -facing role and responsible for independently ... above a designated threshold, generally the most complex and largest of client relationships and circumstances Manages the assigned portfolio by monitoring… more
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  • City National Bank (New York, NY)
    …new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ... client segments and expand relationships to become our client 's main bank option. Manage a portfolio of existing clients and actively deepens client more
    Upward (07/27/25)
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  • Compass Group (Glenside, PA)
    …catering/special events, office coffee service and vending. CulinArt's extremely diverse client portfolio affords great opportunities for career advancement ... in a dynamic environment, comply with all applicable regulations, maintain strong client relationships, and fulfill our mission to feed kids. Key Responsibilities… more
    Upward (07/28/25)
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  • Constellation Software, Inc. (New York, NY)
    …revenue goals are met. You will be responsible for maintaining and growing the existing client portfolio and providing the leadership to the team to grow the ... and maintain industry relationships to create opportunities to expand the client portfolio Design strategy to identify new client development opportunities… more
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  • Virgo Health (New York, NY)
    …Developing objectives, strategies, and tactical programs, and evaluating results across a portfolio of client business o Developing and managing appropriate ... Senior Account Manager ( Client Services) Job Description About Us Virgo Health...playing an essential role in supporting the business and client base. The SAM will continue to refine and… more
    Upward (07/01/25)
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  • ACCUR Recruiting Services (New York, NY)
    …and sell-through, as well as the execution of visual merchandising standards for the client 's portfolio . Serve as the brand education authority on the client ... Company Description Our client is a leading global player in the...the Wines & Spirits industry, recognized for its premium portfolio of renowned brands. They are committed to driving… more
    Upward (06/29/25)
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  • SitusAMC (New York, NY)
    …of commercial real estate loans. This will involve working closely with the Client , Portfolio Management and Servicing teams to deliver accurate, timely and ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...Commercial Real Estate Group with its $20+ bn loan portfolio . We provide a comprehensive suite of services across… more
    Upward (07/21/25)
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  • Citizens Bank (Boston, MA)
    …to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support for an assigned ... Job Description The Community Development Portfolio Manager II position is responsible for prudent...of medium to higher complexity. Responsible for ensuring overall portfolio performance and asset quality remains strong and, when… more
    Upward (07/23/25)
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  • BNY Mellon (New York, NY)
    … engagement. Develop, track and report on relationship strategy/results for assigned client portfolio . Work closely with business development teams to ensure ... achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio . Manages overall relationship profitability of clients; may… more
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  • Porter Novelli (New York, NY)
    …agency and the industry. Oversee financial performance and profitability for your client portfolio , ensuring strong utilization and optimized staff allocation ... for fueling our work product, elevating the agency's capabilities, building client relationships, propelling market reputation, leading and mentoring a team of… more
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  • Social Status Solutions (Norcross, GA)
    …diverse industries. Over the past year, our success has enabled us to expand our client portfolio and effectively meet growing client demand. As our ... or obstacles Ability to maintain professionalism during all customer and client interactions Education & Experience of the Sports-Minded Marketing Assistant: 2… more
    Upward (07/21/25)
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