- City National Bank (New York, NY)
- * Portfolio Manager II - Middle Market, Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on ... with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager (s) to successfully manage credit account 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 ... maintain data integrity and identify emerging trends/risks on existing portfolio . Supplement team performance through mentoring and coaching by applying a… more
- Citizens (Melville, NY)
- …of clients/credits included in the portfolio when interacting with peers, Relationship Manager , team leader, and senior managers across departments/teams. + ... clients are trying to go and bring the tools, data , and strategic insights to help them get there....them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible… more
- American Express (New York, NY)
- …insights and best in class portfolio and program management. The Senior Manager Portfolio Management will lead portfolio reporting working with senior ... in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - leveraging data analytics and insights to gather and… more
- American Express (New York, NY)
- …all our customers. **How will you make an impact in this role?** The Portfolio Manager is responsible for end-to-end management of workforce planning, headcount ... company while driving differentiation through building and leveraging innovative technology and data insights. The Enterprise CRM Solutions team was created in 2024… more
- Synchrony (New York, NY)
- Job Description: **Role Summary/Purpose:** The VP, Portfolio Fraud Manager role is responsible for driving analytic insights and fraud initiatives for the full ... success of the business. The role reports to the Portfolio Credit Leader for Lowe's. The role interacts with...reporting and ad-hoc analytics with SAS, Tableau and other data tools to draw conclusions and drive recommendations +… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Insurance Fund, State Title Private Markets Assistant Portfolio Manager Occupational Category Other Professional Careers Salary Grade NS ... investment opportunities in its growing, internally managed private markets portfolio . Salary will be commensurate with experience.Responsibilities include, but are… more
- JPMorgan Chase (Bayside, NY)
- …relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an Area Manager ... + Coach and develop team on all aspects of managing a portfolio , including relationship management, prospecting, profitability, client experience, and risk… more
- Citizens (Stamford, CT)
- Description The Senior Relationship Manager is the central contact person for credit-based clients; he/she quarterbacks the delivery and maintenance of a wide ... executive management team. Within the Middle Market team, the Relationship Manager will focus on companies with...and other matters of elevated importance. + Manage a portfolio of credit and non-credit relationships of varying size… more
- BlackRock (New York, NY)
- **About this role** **Role Description:** A Relationship Manager - Associate's primary function is to work alongside and in support of a Senior Relationship ... as well as manage quarterly and annual RFPs and data requests in partnership with our RFP teams. Over...markets. **Primary Responsibilities** : Work directly with a senior relationship manager providing support on client firms.… more
- City National Bank (Melville, NY)
- * RELATIONSHIP MANAGER SENIOR* *Long Island Branch or 400 Park Avenue Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal ... and expansion of existing relationships in their own client portfolio and will actively work with other areas of...holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products /… more
- Comcast (New York, NY)
- …for publishers, advertisers, and media buyers. Powered by premium video content, robust data , and advanced technology, we're making it easier for buyers and sellers ... to transact across all screens, data types, and sales channels. As a global company,...**Job Description** **Core Responsibilities** + Own and grow a portfolio of strategic SSP publisher accounts, with accountability for… more
- Santander US (New York, NY)
- … of loan relationships, and routinely monitors them for risks inherent in a loan portfolio . The incumbent provides support to the manager of the department on ... Underwriting & Portfolio Management Associate Country: United States of America...+ Reviews relevant deal documents / information provided in data room, by Company / Sponsor, and third party… more
- Principal Financial Group (New York, NY)
- …& Investor Engagement:** Participate in client meetings, respond to portfolio -related inquiries, and support relationship -building, mandate expansion, and ... areas of responsibility: + **Strategy & Investment Decisions:** Support portfolio strategy development and execution. Provide input on acquisitions, dispositions,… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …or provide facts or information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion of ... and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and… more
- Raymond James Financial, Inc. (New York, NY)
- …to obtain, clarify, or provide facts or information. **Responsibilities** + Serves as relationship manager for a subset of existing clients, at discretion of ... and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and… more
- Citigroup (New York, NY)
- …internal and external audiences to ensure timely problem resolution.** **Partner with Relationship Manager and Product Partners to perform various tasks for ... to clients.** **Ability to work effectively in a team setting.** **Strong relationship and portfolio management experience.** **Ability to be client-focused and… more
- Citizens (New York, NY)
- Description Senior Treasury Relationship Manager supporting large corporate and middle market clients across a variety of industries across the US. This is ... through new business development and growth of existing client portfolio . + Partner with Relationship Managers to...Schedule: M-F Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you… more
- MUFG (New York, NY)
- …when requested to Central PMO for inclusion in executive reporting about the Technology portfolio . + To support portfolio manager in the delivery of ... in regular project updates; ensuring that no project reporting data becomes "stale" or out of date. Ensure that...against timelines and responsible stakeholders + Support the Technology portfolio manager , who has overarching responsibility for… more
- New York State Civil Service (New York, NY)
- …professional who thrives at the intersection of financial analysis and sustainability.The Manager will lead investment diligence and portfolio analysis related ... climate-related data and helping shape NYSIF's growing sustainable investment portfolio . This position is ideal for someone with strong analytical skills, deep… more