- Unknown (New York, NY)
- …candidate will play a key role in driving the performance and profitability of the client 's portfolio companies. This position offers the chance to work in a ... The client , a middle-market private equity firm in New...in New York, is seeking a Vice President of Portfolio Operations to drive value creation across their … more
- Banc of California (Menlo Park, CA)
- …team prior to loan closing to prepare for the seamless transfer of the new client into Portfolio Management. + Proactively track performance of client ... Prepare reports and summaries to keep management informed on portfolio performance, as required. + Communicate with client... portfolio performance, as required. + Communicate with client and or supervisor to anticipate potential loan issues… more
- Banc of California (New York, NY)
- …and expansion for 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 ... Accounting or related field. Preferred: + 3+ years of client relationship or portfolio management experience, ideally in a lending/credit environment. + Ability… more
- Micron Technology, Inc. (Boise, ID)
- …solutions as part of the long-term strategic growth objectives for Micron's high volume Client Compute portfolio within the Mobile and Client Business Unit ... Micron as a trusted advisor and preferred supplier for Client Compute products in the PC market. + Advocate...needs. + Collaborate with enablement teams to align Micron's portfolio with platform requirements and drive customer adoption. +… more
- Radial (King Of Prussia, PA)
- …and objectives in the onboarding of Radial's new clients + Monitor daily/weekly Client Onboarding project portfolio health, performance and KPIs, as well as ... Director of Client Onboarding **Job Number:** JO-2510-11100 **Location (City, State):**...objectives defined by Radial. The director should specialize in portfolio management, process improvement, change adoption, and collaboration. This… more
- Banc of California (Santa Ana, CA)
- …performance, and raising credit concerns to the portfolio team. The Portfolio Analyst should strive to understand the client 's operating performance and ... supports the Bank's commercial banking clients and interfaces regularly with this valued client base. Commercial Real Estate Portfolio Analysts should strive to… more
- Banc of California (Chevy Chase, MD)
- …and analysis both related to new loan opportunities and the existing client portfolio . Reviews borrower information, perform credit/financial analysis and Know ... **THE OPPORTUNITY** Responsible for assisting Underwriters, Relationship Managers and Portfolio Managers with the credit origination process, financial reviews… more
- Banc of California (Austin, TX)
- …originations team prior to loan closing to prepare for the transfer of the new client loan + account into Portfolio Management. + Ensure loans are performing by ... and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The AVP, Client Manager is expected to independently monitor the performance...portfolio performance, as + required. + Communicate with client and or supervisor to resolve loan issues or… more
- HSBC (New York, NY)
- …track record of dealing with complex global corporates + Experience of managing a client portfolio and/or responsibility for a driving aP&L / client ... sector. This role can be based in San Francisco or New York USA. The portfolio consists of US headquartered global TMT sector corporates. Key elements of this role:… more
- Unknown (Los Angeles, CA)
- …The Senior Advisor, Audit Chair will play a crucial role in supporting the client 's portfolio companies in achieving sustainable scale and growth. FALCON and its ... The client , a middle-market private equity firm focused on...seeking a Senior Advisor, Audit Chair to support multiple portfolio companies within the manufacturing space. The ideal candidate… more
- Quad (Chicago, IL)
- …technology for the benefit of our clients . Foster accountability and ownership of client portfolio ; marshal resources, as necessary, to ensure work is completed ... goals are met. The Senior Associate must maintain quality control of all client activations and encourage team productivity as well as collaborate with our internal… more
- Hartford Steam Boiler Inspection and Insurance Company (Hartford, CT)
- …Solutions (PRS) Underwriter has responsibility to manage, monitor, expand, and optimize HSB's portfolio products for assigned Client Companies, with a focus on ... Portfolio Underwriter **Company** HSB **Location** Hartford , United...to new product implementations and performance management of existing client companies. The PRS Underwriter is responsible to become… more
- Red River (Chantilly, VA)
- …- Red River** Red River is seeking a resilient, data-driven, and operationally disciplined Client Partner to lead a portfolio of managed services accounts within ... solutions, challenge the status quo, and deliver first in class solutions. Our client -centric culture works to anticipate needs with an urgency to resolve issues and… more
- Neuberger Berman (New York, NY)
- …Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management or deal teams, and strategic offerings. ... internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk,… more
- Principal Financial Group (Des Moines, IA)
- …this role, you'll be responsible for providing operational investment support to Client Portfolio Managers that provide Outsourced Chief Investment Officer ... systems and CRM, rebalancing portfolios, allocating new deposits, and preparing client communication. + **Calculate and Review Returns:** Compute plan rates of… more
- FleishmanHillard (Boston, MA)
- …direction of burgeoning therapeutic areas and drive thought leadership to highlight this client 's expanding portfolio . You're willing to dive into the content ... our impact and inclusion goals. **Responsibilities** + Serve as a day-to-day client contact and manage work streams and teams on program implementation aimed… more
- Banc of California (Santa Ana, CA)
- …customers and employees. + Actively anticipates, identifies and manages program risk and client portfolio risks within position scope and across company. + ... Supports the company's goals and values accordingly. Supports general internal & external client services such as responding to inquiries and emails. + Treat people… more
- Unknown (Cambridge, MA)
- …implementing, and managing the annual development plan to significantly grow the client 's philanthropic portfolio . This position requires a seasoned professional ... The client is seeking a Director of Development to...reach annual revenue goals through various fundraising activities. The client , located in Cambridge, Massachusetts, offers educational methods focused… more
- SMBC (New York, NY)
- …to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and as needed client support. - ... 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
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... Ltd. **Role Description** We are seeking a highly skilled and experienced Technical Portfolio Manager / Release Train Engineer (RTE) to build, lead and coordinate… more
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