- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager at a Wealth Management firm ... for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on… more
- Tompkins Community Bank (Mount Kisco, NY)
- …on account reviews to ensure proper investment documentation. + Provide supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust ... strategies for Tompkins Financial Advisors (TFA), and managing the portfolio management process in TFA. This role is responsible...call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager… 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, ... you'll provide leadership, guidance, and credit oversight for a team of Portfolio Managers and Credit Analysts. You'll manage underwriting workflow, advise on deal… more
- Truist (Charlotte, NC)
- …new business-purpose (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively manages an assigned ... average revenue size of $50MM. The Wealth Credit Delivery Senior Portfolio Manager will handle... portfolio . Typical competitors for the Wealth Advisory portfolio include: Goldman Sachs, US Trust or… 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 ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as… more
- Amazon (New York, NY)
- Description Re-imagine Amazon's moderation platforms. We're seeking a Senior Product Manager Technical to revolutionize our moderation platforms, deliver ... experience for our end-customers. The mission of the Advertising Trust team is to guide advertisers through the ...and drive product strategy and roadmaps for your product portfolio . You will talk to internal and external customers… more
- First Horizon Bank (Knoxville, TN)
- **Description** **Location:** On site at location listed in job posting **Summary** Portfolio Manager / Business Development Officer at Registered Investment ... management for the firm's investment strategies + Serve as the primary portfolio manager for clients: establishing investment objectives, managing the client… 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 ... credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. + Partners with Relationship… 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 ... is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.** **Partners with Relationship… more
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; ... with client and beneficiaries, tax authorities, and external professionals. Works closely with Portfolio Manager to ensure integration of liquidity into overall … more
- KeyBank (Seattle, WA)
- …business referrals and to enhance the Community Bank's image. + May advise a portfolio of Investment Management and Trust clients. Fosters a culture of ... a high net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. COMPENSATION AND BENEFITS This… more
- City of New York (New York, NY)
- … - Alternative Delivery will drive the successful execution of projects within the Trust 's Modernization & Preservation Program portfolio . Under the Trust ... June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust… more
- First Horizon Bank (Houston, TX)
- **Description** **Location** **: Onsite listed in the posted (Houston, TX).** **Summary:** The Portfolio Manager - PRO CRE will be responsible for preparing ... comprehensive credit analysis on commercial real estate loans. In addition, the Portfolio Manager will be responsible for monitoring the real estate portfolio… more
- UMB Bank (Austin, TX)
- , a division of UMB Bank na **Sr. Comercial Portfolio Manager -Healthcare** **Denver, CO or Chicago, IL** The Senior Commercial Portfolio Manager ... develops strategies to mitigate these risks. In addition, the Senior Credit Portfolio Manager underwrites...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Zions Bancorporation (El Segundo, CA)
- …affiliate of Zions Bancorporation, is looking for a seasoned Power & Project Finance Portfolio Manager in El Segundo, CA. This role focuses on identifying ... which requires working with complex financial models. . The Portfolio Manager provides documentation review and closing...a variety of issues that may arise. . Assists senior bankers with the mentoring and training of a… more
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Sr. Portfolio Administration Manager **Job Description Summary** Responsible to manage a group of associates and/or managers and the day to day ... a specific functional or geographical area that supports the Portfolio Administration Service Line. The manager is...continuing education needs are met for each associate and manager . Create and maintain trust and… more
- Nordstrom (Seattle, WA)
- …join us in a key leadership role overseeing the Platform and Data's portfolio of programs, projects, and key initiatives within the Technology organization at ... within budget, while also optimizing resources and mitigating risks . Key Responsibilities : Portfolio Management : + Oversee and manage a diverse portfolio of… more
- First Horizon Bank (Raleigh, NC)
- …**Location:** On site at location listed in job posting **SUMMARY** Portfolio Management Team Lead candidates are experienced commercial lending portfolio ... who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to...and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and… more
- CIBC (Chicago, IL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Do** The Operational Risk Portfolio Manager (PM) acts as a second line of ... challenge by working with business leaders in their respective portfolio in all aspects of operational risk management (process,...assigned business as well as the ability to challenge senior employees of the Bank in a constructive manner.… more
- JPMorgan Chase (New York, NY)
- …to work closely with our most senior leaders across the business. As a Portfolio Manager within The AI in Operations Transformation Office, you will own the ... governance, and deliverables for the process + Manage reporting and communicate portfolio performance and accomplishments to senior -level stakeholders + Manage… more
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