- Fifth Third Bank, NA (Charlotte, NC)
- …The Credit Analyst II is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while ... prepare for credit reviews with limited support from the Portfolio Managers. The Credit Analyst II is...for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings… more
- City National Bank (San Francisco, CA)
- * PORTFOLIO ANALYST * WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are: * Prepare review book materials for client ... change / reallocation letters when necessary * Assist the Portfolio Management team in solving client and...environment and general performance of firms investments * With experience , setup client accounts in trading system… more
- T. Rowe Price (Baltimore, MD)
- …and make a difference in ways that matter to you . Role Summary The Senior Portfolio Analyst (PA) serves as a subject matter resource for their assigned T. Rowe ... portfolio specialist, and any other senior or lead portfolio analyst that may be on the...Create custom analysis, often under the direction of the portfolio specialist, either to anticipate client concerns… more
- Capital One (Mclean, VA)
- Analyst , Specialty Underwriter & Portfolio Manager... Experience + At least 2 years of experience in credit underwriting, portfolio management or ... Commercial Real Estate. Commercial Real Estate (CRE) As an Analyst , Underwriting & Portfolio Management, you have...in Accounting, Finance, or other relevant fields + Previous experience in underwriting or portfolio or asset… more
- Capital One (Mclean, VA)
- Analyst , Underwriter & Portfolio Manager -... Experience + At least 2 years of experience in credit underwriting, portfolio management or ... This role supports the Regional Commercial Bank. **Regional Commercial Bank** As an Analyst , Underwriting & Portfolio Management, you have advanced beyond the… more
- KeyBank (Portland, ME)
- …strong candidate with less experience can be considered for a junior Portfolio Analyst role. **Licenses and Certifications** + Chartered Financial Analyst ... client strategy. **Responsibilities** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment… more
- T. Rowe Price (Baltimore, MD)
- …row and make a difference in ways that matter to you . Role Summary The Lead Portfolio Analyst (PA) serves as a subject matter expert for their assigned T. Rowe ... asset management organization with more than 85 years of experience , we provide investment solutions and a broad range...Investment Professionals: + Represent portfolio managers and portfolio specialists in response to associate and client… more
- MUFG (Los Angeles, CA)
- …one day. A member of our recruitment team will provide more details. P&U Analyst Role **Overall Purpose of Job:** Support Portfolio Management in the handling ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- Banc of California (Durham, NC)
- …and raising credit concerns to the portfolio team. The Portfolio Analyst should strive to understand the client 's operating performance and needs, and ... groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Portfolio Analyst role is responsible for monitoring...private equity clients and interfaces regularly with this valued client base. Fund Finance Portfolio Analysts should… more
- MetLife (Whippany, NJ)
- …NJ) and four international offices (London, Mexico City, Tokyo and Santiago). The Analyst will support the Equity Portfolio Management team on multiple ... Estate's Investment Management platform. * Seek to elevate the client facing reporting and portfolio analytics of...client fee structures for net return. Essential Business Experience and Technical Skills: Required: * Ability to work… more
- SMBC (Jersey City, NJ)
- …and refinement of the credit risk control measures for the SMBC Americas Division portfolio . The Analyst is expected to identify and analyze credit portfolio ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Wellington (Boston, MA)
- …Congress Street, Boston, MA 02210 **Position Title** : Investment Strategy Analyst , Quantitative Multi-Asset Portfolio Management **Job Description** **:** ... Financial Engineering, or a directly related field plus three (3) years of experience performing quantitative portfolio analytics and research, risk modeling, … more
- Robert Half-Robert Half Corporate (San Ramon, CA)
- …and a Fortune 100 Best Companies to Work For is hiring for a ** ** ** Portfolio Data Management Analyst ** ** ** to join the Strategic Accounts (SA) operational ... in the field have the necessary information to engage with clients. The Portfolio Data Management Analyst will be responsible for coordinating and setting… more
- SMBC (New York, NY)
- …monthly portfolio presentations, track grading changes, attend quarterly calls and client meetings, maintain portfolio tracking spread sheets, as well as ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Huntington National Bank (Pittsburgh, PA)
- Description Summary: The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves ... learning all aspects of successfully managing a portfolio of client household relationships and the...Qualifications: + Bachelor's Degree + 1 or more years experience in banking/finance Preferred Qualifications: + Demonstrated success working… more
- Wellington (Boston, MA)
- …and a consolidated view of cash for more informed investment decisions. The Portfolio Accounting Analyst is responsible for providing accounting expertise to the ... of 5-7 years of experience in the financial services industry with some experience working in portfolio or fund accounting + In depth knowledge of investment… more
- Affinius Capital (San Antonio, TX)
- …characteristics. For more information, visit affiniuscapital.com. **Job Description** The Portfolio Management Analytics (PMA) Analyst -or- Associate is ... Capital invests across the risk spectrum for a global client base, managing over $64 billion in gross assets...billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides… more
- BMO Financial Group (Chicago, IL)
- …as needed. **Qualifications:** + 1-3 years of previous Commercial Loan and Credit analyst experience required. + In depth specific functional knowledge of ... card and ACH at BMO. Maintains and promotes a client service environment to satisfy and exceed customer needs...+ Complete all scheduled reviews, as assigned/requested by designated Portfolio Manager in a timely manner and within acceptable… more
- Huntington National Bank (Midland, MI)
- …with clients and learn the composition of highly effective diversified portfolios. The portfolio analyst will attend client and prospect meetings to ... very closely with Portfolio Managers to assure a high level of client service is provided. This position requires strong computer and analytical skills. This… more
- Regions Bank (Ridgeland, MS)
- …of the system. **Job Description:** At Regions, the Credit Products Commercial Portfolio Analyst provides analytical support to Credit Products Commercial ... consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold,… more