- 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
- Wells Fargo (New York, NY)
- …developers, and public and private corporations. **About this role:** Wells Fargo is seeking a Commercial Real Estate Portfolio Manager to manage a group of ... assigned relationships and commercial real estate loans. This portfolio will...platform for multifamily-affordable housing. + Work closely with the Portfolio Manager to jointly analyze and underwrite… 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
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients ... solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying… more
- Raymond James Financial, Inc. (Edison, NJ)
- **Summary of the** **Position:** The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and ... and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager , Bank Counsel, Borrower Counsel and...credit approvals prior to closing. + Accompanies the relationship manager on prospect / client calls when… 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
- 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
- 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)
- …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
- BlackRock (New York, NY)
- …+ Minimum of 8 years' experience in product management, business analysis, or client service, with a proven background in building and launching technology products ... Exceptional team player with strong leadership and influencing capabilities. + Strong commercial insight, able to set priorities and execute effectively in a dynamic… more
- Citigroup (New York, NY)
- …risk across a portfolio of middle-market and mid-corporate borrowers in the Commercial Bank. Based in New York, the ideal candidate will:** + Lead the end-to-end ... **We're looking for Collateral Manager - Asset Based Lending to join our...the wisdom and courage to do what's right. Citi's Commercial Bank embodies our unique purpose as the global… more
- Citigroup (New York, NY)
- …will oversee all third-party field examination and appraisal activities across the Commercial Bank's middle-market and mid-corporate ABL portfolio . Based in New ... **We're looking for Field Exam Manager - Asset Based Lending to join our...the wisdom and courage to do what's right. Citi's Commercial Bank embodies our unique purpose as the global… 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