- 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 ... with our team of subject matter experts in research, portfolio engineering, risk management, legal, compliance and...The ideal candidate will possess a deep understanding of credit markets, risk management, and financial analysis,… 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 ... Bank's loan policy and in alignment with the Bank's credit risk toleranceThe incumbent will also make...business plans, financial results and forecastsManage a team of Portfolio Managers and approve loans within authority granted in… more
- Amerant Bank (Tampa, FL)
- …assist in the credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, clearing ... Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk . Collaborate with Portfolio Management in the administration,… more
- American Tire Distributors (Huntersville, NC)
- …balance sales growth and risk mitigation.Analyze customer information to establish credit risk and present recommendationsManage and decision new orders on ... days past due, days sales outstanding, etc.) Key Partners (Positions): Regional Credit Manager , DC Administrator, Sales PartnersExperience(s) that Best Prepares… more
- Fidelity TalentSource LLC (Boston, MA)
- …desired trades, and evaluate portfolio quality.\u00A0 You will monitor portfolio characteristics, understand factor and risk model exposures, perform ... investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio… more
- ASSA ABLOY Americas (Hamden, CT)
- …special projects and perform all other duties as assigned by the Senior Corporate Credit Manager . What we are looking for Bachelor Degree in Finance, Economics, ... establishing payment programs with delinquent customers. Strong understanding of credit principles, financial analysis, and risk management...all other duties as assigned by the Senior Corporate Credit Manager . What we are looking for… more
- US Tech Solutions, Inc. (Lake Buena Vista, FL)
- …accounts receivable. * Meets with customers to discuss their business plans, credit risk , payments, risk mitigation, and process improvements. ... Job Title: Credit Administration Analyst Location: Lake Buena Vista FL...on strategic accounts and escalated dispute resolution. * With Manager guidance, negotiates complex customer settlements and payment plans… more
- WSFS Bank (Philadelphia, PA)
- …condition, and performance to determine whether a loan may be an acceptable risk as defined by the Bank's credit policyJob Responsibilities: Partners with ... our name, it's our mission and our purposeThe Relationship Manager manages commercial banking relationships for companies with annual... credit Associates, such as Portfolio Managers, in the development and analysis of financial… more
- Amerant Bank (Fort Lauderdale, FL)
- …ability to evaluate, monitor, analyze, and control overall quality of existing credit portfolio , including related depository relationships and their activity; ... The Corporate Banking Relationship Manager III maximizes share of wallet and products...maintaining, developing new relationships, increasing the deposit and loan portfolio , increasing bank revenues and identifying current and potential… 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
- WSFS Bank (Berwyn, PA)
- …to keeping abreast of regulatory, economic, and financial market trends, the Portfolio Manager will actively participate in community functions, and continue ... the development of new relationships which involve the sale and servicing of credit , deposit and wealth management servicesThe Relationship Manager will attend… more
- Amerant Bank (Tampa, FL)
- The Corporate Banking Relationship Manager IV is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and ... and potential business opportunities for the Bank.Develop and maintain a portfolio of high quality, complex corporate relationships.Must have demonstrated experience… 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
- 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
- Amerant Bank (Coral Gables, FL)
- …Work Experience Requirements:8 years of previous experience in business development, credit portfolio managing and analysis and structuring of CRE ... cross selling any other Bank Services your clients need. The relationship manager serves as the account and transaction quarterback from sourcing the relationship… 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 ... objectives. The PositionThis is an investment role focusing on manager research in Liquid Alternative Investments (ie Hedge Fund...objectives.\u00A0 You will conduct detailed analysis of portfolio managers performance, risk and holdings using… more
- Fidelity TalentSource LLC (Boston, MA)
- …capital introduction experience in alternatives from a hedge fund, asset manager , prime brokerage/capital introduction group, or top ranked placement agentExperience ... prospect follow-upOutstanding partnership skills and ability to partner across portfolio managers, product development, senior managers, legal and compliance, and… more
- Fidelity TalentSource LLC (Boston, MA)
- …managers, through analysis of a fund s team, track record, quantitative risk factors, portfolio characteristics, and underlying holdings.Opportunity to present ... and PMs.\u00A0 In addition to getting exposure to asset allocation and manager research, the internship will be composed of the following elements: Rotations… more
- Citigroup (Getzville, NY)
- …+ Master's degree preferred **Job Family Group:** Risk Management **Job Family:** Credit & Portfolio Risk Management **Time Type:** Full time **Primary ... and the Business Qualifications: * 6+ Years of business experience; preferably in Credit Risk , Audit, Compliance, or Finance * Credit Officer * Working… more
- Citigroup (Irving, TX)
- …relationships and the role reports directly to the ICM Risk Analysis (IRAU) Credit Risk Portfolio Manager of Industrials.** **Key Responsibilities:** ... credit procedures/policies, and all related regulatory expectations** **Supporting the Credit Risk Portfolio Manager on the continuous engagement… more
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