- Edward Jones (St. Louis, MO)
- …construct a portfolio that aligns with the client 's objectives. The senior portfolio manager will have ongoing communication with both financial ... seeking a highly skilled individual to serve as a Senior Portfolio Manager to join...professionals to review and assess the needs of the client . The portfolio manager will… more
- Battelle Memorial Institute (Chantilly, VA)
- …managers on program execution and delivery issues. + Represents Battelle to senior leadership in client organizations. Prepares and presents presentations to ... and may not be a function of dollar volume or contract length. Provides senior , experienced leadership and management to programs with exceptionally high client … more
- Truist (Atlanta, GA)
- … within the Senior Care / Skilled Nursing segment. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and ... portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and following through for remediation.… more
- KBR (Cambridge, MA)
- Title: Senior Application Portfolio Manager (Hybrid) Senior Application Portfolio Manager Belong. Connect. Grow. with KBR! KBR is a company of ... Our Science and Space Business Unit is seeking a Senior Application Portfolio Manager (TOPM)...Background Investigation + Ability to provide 3 recent positive client references for performance in similar roles Benefits KBR… more
- Tompkins Community Bank (Mount Kisco, NY)
- …and take ownership of conversations with clients to ensure understanding of their portfolio 's performance. + Participate in client meetings, upon request, to ... call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager...Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio … more
- Truist (Charlotte, NC)
- …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
- CHARLESGATE (Boston, MA)
- The Portfolio Senior Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio to ... ensure an excellent experience for clients and residents. Portfolio members primarily include the Resident Services Manager...measured by variance of budget vs. actual NOI + Client (owner) communication and satisfaction + Risk management of… more
- Huntington National Bank (Bloomfield Hills, MI)
- Description Summary: The Senior Commercial Portfolio Manager - Technology Finance underwrites credit exposure for large, complex customer relationships and ... circumstances and actively manages a portfolio . Responsibilities include day-to-day interaction with assigned Sales Reps, managing portfolio risk, and adhering… more
- BMO Financial Group (Woodstock, IL)
- …clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying ... quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management… 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 ... Job The main purpose of this job is to manage assigned client portfolios, including establishment of investment objective, asset allocation, selection of specific… more
- Bank of America (New York, NY)
- Credit Review Senior Portfolio Manager Charlotte, North Carolina;East Hartford, Connecticut; Dallas, Texas; Providence, Rhode Island; New York, New York ... provides an independent assessment of the quality of credit decisioning, portfolio management, risk recognition practices and the effectiveness of credit processes… more
- Wells Fargo (Oakland, CA)
- …talent. It all begins with you! **About this role:** Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market ... Jose and Oakland. This position is responsible for credit portfolio management to meet the long-term financial objectives and...banking clients. Serves as a key member of a client 's deal team. **In this role, you will:** +… more
- Fifth Third Bank, NA (Louisville, KY)
- …+ Solid communication and presentation skills are required for this position. Senior Portfolio Manager LOCATION -- Louisville, Kentucky 40202 ... Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes. + Mentor more junior… more
- First Horizon Bank (Baton Rouge, LA)
- **Description** **Location:** On site at location listed in the job posting **Summary** The Portfolio Manager assists in the assessment of risk and management of ... least 10+ years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) + Microsoft Office suite **About… more
- Turner & Townsend (Washington, DC)
- …in Washington DC Turner & Townsend is in search of an ambitious and diligent Program Manager to manage a portfolio of projects within the Americas. You will be ... (https://www.turnerandtownsend.com/en/expertise/natural-resources/) sectors worldwide. Our team is dynamic, innovative and client -focused, supported by an inclusive and fun company culture.… more
- Truist (Winston Salem, NC)
- …States of America) **Please review the following job description:** This role is a portfolio manager within the Asset Resolution Group (ARG) and will be ... are adhered to while maintaining a high level of client responsiveness. Analyze financial statements and navigate a wide...verbally and in writing, on pending loan requests or portfolio management actions 4. Understand and articulate all Truist… more
- M&T Bank (Rochester, NY)
- …maintenance in order to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and prepare financial models ... Present analysis or address questions during credit discussions or presentations. + May attend client calls with RMs in order to gain a thorough understanding of the… more
- M&T Bank (Pittsburgh, PA)
- …maintenance in order to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and prepare financial models ... Present analysis or address questions during credit discussions or presentations. + May attend client calls with RMs in order to gain a thorough understanding of the… more
- M&T Bank (Hauppauge, NY)
- …of the loan to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and prepare financial models designed ... calculations, financial models, and guarantor statement analysis as appropriate. + Attend client /prospect calls with RMs to gain a thorough understanding of the … more
- Raymond James Financial, Inc. (Indianapolis, IN)
- …across distribution channels, referrals and other decision makers * Monitor client portfolio performance for under- or out-performance and/or dispersion ... key point of contact for institutional and intermediary clients, monitoring portfolio performance and operational activities while building and maintaining strong… more
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