- Allied Universal (New York, NY)
- …customers we serve. Allied Universal is currently seeking a Client Portfolio Manager to lead operations for a large commercial real estate client in ... New York City. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships,… more
- Truist (New York, NY)
- …authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead. + Mentors and coaches Analysts, Associates, and ... credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Supplements analysis… more
- US Bank (New York, NY)
- …Finance Group is seeking a motivated individual to add as a credit analyst or portfolio manager to the underwriting and portfolio management team. This ... individual will be a vital member overseeing a sub-set of assigned portfolio companies / borrowers as part of ongoing portfolio management and a key individual… more
- US Bank (New York, NY)
- …and discover what you excel at-all from Day One. **Job Description** The Portfolio Manager partners with Relationship Manager (s) to successfully manage ... all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing relationships,… more
- Citizens (New York, NY)
- …insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, ... and portfolio management of new and existing commercial ...+ Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager ,… more
- Huntington National Bank (New York, NY)
- …borrower, agent banks, credit, etc., while demonstrating command of the subject matter. The Portfolio Manager role is client facing, and the candidate should ... growth, it is seeking to add an Associate - Portfolio Manager who is capable of leading...streams. Basic Qualifications and Skills: + 3+ years of commercial portfolio management experience + 2+ Technology,… more
- JPMorgan Chase (New York, NY)
- …Family Office clients. They will serve as the primary portfolio manager for multi-asset solutions delivered to this client base. **Job Responsibilities:** ... seek someone who blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager . + Must excel at… more
- City National Bank (New York, NY)
- …Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and ... *RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops...and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial… more
- Santander US (New York, NY)
- Commercial Banking Relationship Manager Country: United States of America **It Starts Here:** Santander is a global leader and innovator in the financial ... to Talk to You!** **The Difference You Make:** The Commercial Banking Relationship Manager will be responsible...credit quality and overall relationship management of an assigned portfolio of commercial customers. This person will… more
- TD Bank (New York, NY)
- …who can provide you more specific details for this role. **Job Description:** The Commercial Card Client Success Lead is responsible for overseeing and managing ... Managers to deliver high-end sales pitches and actively participate in strategic client discussions. + Monitor and analyze portfolio performance, providing… more
- JPMorgan Chase (New York, NY)
- …accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager - Vice President, you will focus on partnering ... managed investment strategies. **Your responsibilities will include:** + Daily portfolio management tax-aware separately managed account (SMA) portfolios, with the… more
- JPMorgan Chase (New York, NY)
- …client experience through an engaging and proactive sales approach. As a senior Municipal Portfolio Manager on our Fund and ETF team, you will help manage our ... internal/external stakeholders. + Contribute to the ongoing development of portfolio and risk management tools. **Required qualifications, capabilities and skills**… more
- JPMorgan Chase (New York, NY)
- …skills** + CFA Charter-holder preferred + Ideal experience as a research analyst, portfolio manager or banker JPMorganChase, one of the oldest financial ... and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process. **Job… more
- NetApp (New York, NY)
- **Job Summary** NetApp's ** Commercial Sales team** is seeking a driven ** Commercial Account Manager ( Client Executive)** to lead growth across customers ... is built for a true **hunter,** someone energized by the pace of commercial sales, motivated by winning new business, and passionate about building trusted… more
- JPMorgan Chase (Jersey City, NJ)
- …impact by delivering high-quality products that resonate with clients. As a Product Manager in JPMorgan Chase within the Commercial & Investment Bank - ... leads the end-to-end product life cycle. As an area Product Owner for Lending Portfolio Management, you are responsible for acting as the voice of the customer and… more
- SitusAMC (New York, NY)
- … reporting team that predominantly focuses on analyzing and reporting on a global commercial real estate credit portfolio in excess of $40 billion. The position ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...+ Prepare monthly, quarterly and annual reporting on current commercial real estate debt portfolio + Responsible… more
- Banc of California (New York, NY)
- …our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund managers ... TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member...Accounting or related field. Preferred: + 3+ years of client relationship or portfolio management experience, ideally… more
- JPMorgan Chase (New York, NY)
- …exposure. The Sales Credit Risk team will provide the successful administration of our client portfolio in order to manage and monitor risk exposure while ... administration and strategic vision of the Global Markets Sales client population as it relates to counterparty client...these goals. The CIB Global Markets Sales Credit Risk Portfolio Manager will be responsible for the… more
- JPMorgan Chase (Jersey City, NJ)
- …for transformative client experiences, and redefine solution-oriented success. As a Client Solutions Manager in the Embedded Payment group, you are an ... Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. Collaborate closely with diverse… more
- JPMorgan Chase (Jersey City, NJ)
- Join the Commercial & Investment Bank Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Client ... and Data & Analytics teams to drive effective execution. As a CO&D Business Manager covering AI for Ops & Transformation within the Investment Bank, you will partner… more