- Wellington (Boston, MA)
- …life experiences, fresh ideas, and specialized subject-matter expertise. **OVERVIEW** The Senior Analyst, Private Credit Operations will be responsible for ... credit and real estate data & workflows into the newly designed private credit operating model. Additionally, the Senior Analyst will assist in the… more
- Santander US (Providence, RI)
- Sr. Supervisor, Credit Risk Review Providence, United States of America USA Job Family Description: Serve as the third line of defense, providing the Board Audit ... reliability and integrity of financial and operational information; and, asset integrity. Credit Risk Review assesses the quality, quantity, direction and… more
- M&T Bank (Boston, MA)
- …a successful transition of new customers/loans to monitoring team for ongoing continuous credit monitoring. + Review all pertinent credit and financial ... **OVERVIEW** Evaluate and determine the credit risks of largest, most complex and/or specialized...respective deals. + Partner proactively with relationship managers and portfolio managers, and be intimately involved throughout the deal… more
- Citizens (Boston, MA)
- …and serving industries and consumers across the country. As the Capital Markets Senior Credit Officer, you will have risk management responsibility for assigned ... to ensure proper risk rating, and ensuring adherence to portfolio strategic objectives, credit policies, and all...diligence and transition management leadership role. + Participate in portfolio reviews, review CQA reports, and participate… more
- Eastern Bank (Boston, MA)
- …+ High quality credit file documentation + Prepare documentation for regular portfolio reviews and active engagement at regular portfolio reviews. + Ongoing ... The PM III will support an assigned portfolio within the Commercial Real Estate group. They...demonstrate the ability to complete financial risk analysis and credit documentation with limited guidance from their manager or… more
- Wellington (Boston, MA)
- …to join our team and be an integral part of our expansion into private credit . Wellington has been investing in private markets since 2003, and the Firm launched its ... investors, as well as driving growth in our privates business. The Private Credit Investment Director is responsible for the build and oversight of certain… more
- Wellington (Boston, MA)
- …Early Career Investor Program as a Research Associate on our Investment Grade Credit Research team in Boston. The team follows a fundamental approach to investing ... and analysts works alongside portfolio managers to invest on a variety of horizons....countries. **RESPONSIBILITIES** Key responsibilities will include: * Work with senior IG analysts to analyze bonds across a variety… more
- TD Bank (Boston, MA)
- …**Line of Business:** Product Management **Job Description:** The Commercial Card Senior Product Manager is responsible for overseeing the development, launch, and ... and customer satisfaction within the corporate spending segment. The Commercial Card Senior Product Manager will be responsible for driving competitive and resilient… more
- CIBC (Boston, MA)
- …aspects of gifting (cash, in-kind, gift letters, Crummey letters) + Assemble quarterly/annual portfolio review presentation books. + Update portfolio asset ... for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more complex transactions required… more
- Wells Fargo (Boston, MA)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Equipment Finance Underwriter to support a growing equipment finance platform within ... loan and lease requests within Equipment Finance Underwriting functional area + Review and research moderately complex commercial or business loan and lease requests… more
- Deloitte (Boston, MA)
- …experience in financial system design and implementation + Background in financial portfolio review , regulatory reporting and bond administration For individuals ... of large portfolios of fixed income investments. Work You'll Do As a Tax Senior in this group, you will manage relationships, ensure timely reporting of milestone… more
- CIBC (Boston, MA)
- …the underwriting process for new transactions, complete credit correspondence, review documentation, set up reporting, etc. + ** Portfolio Management** - ... accounts. Your role will include regular monitoring of a portfolio of Innovation Banking loan accounts to ensure compliance...credit submissions and investment proposals to present to senior management and take point on answering any questions… more
- MUFG (Boston, MA)
- …and transaction diligence, including reviewing financial models and financial statements with senior RM + Reviewing credit applications, including summaries of ... Managers ("GRMs") heading business development efforts. The position will require credit analysis on proposed deals, staying abreast of client financing plans,… more
- SitusAMC (Providence, RI)
- …to junior staff in one or more of the following skills: + Review , analyze, and summarize financial operating statements, rent rolls, personal financial statements, ... credit reports, credit ratings, stock market capitalization,...business operating statements, and other financial due diligence. + Review , analyze, and summarize loan documents, lease documentation, organizational… more
- Citizens (Westwood, MA)
- …and back-testing to identify the main drivers of changes in metrics. + Regularly review portfolio assumptions and processes to identify areas of improvement. + ... interest rate risk and quarterly capital stress testing analytics. The team provides senior management, as well as the Board, with key insights into the bank's… more
- Confluent (Providence, RI)
- …performance. **What You Will Do:** + Collections Strategy: Manage assigned portfolio and enforce policies and procedures for effective collections, reducing DSO, ... Create a balance between the customers' experience and business objectives. + Portfolio Analysis: Continuously analyze portfolio performance at a granular level,… more
- Citizens (Westwood, MA)
- …direction and feedback for consistent Company Platform architectural approaches across portfolio Principal Architects and senior engineering leadership. + ... architect is capable of leading a team of architects and works alongside senior management, software engineers and technologists to ensure the strategic alignment of… more
- American Express Global Business Travel (Providence, RI)
- …and deliver on renewal, upselling and optimizing opportunities within client portfolio + Negotiate with Suppliers + Lead internal initiatives, including active ... data into story-telling, and present to internal & external senior partners and counterparts + Attention to detail and...conferences) The Company has good cause to conduct a review of criminal history for this specific position based… more
- Wellington (Boston, MA)
- …Investments Reporting Team. The Analyst is expected to primarily focus on Private Credit (PC) products with Private Equity (PE) coverage and support a possibility. ... to, quarterly reporting, writing attribution and performance commentary, tailoring portfolio positioning and outlook text, understanding product-specific data nuances,… more
- Cytel (Providence, RI)
- …Responsible for business development and/or project execution leading to a client portfolio (in value and numbers) under direct management. In particular, the ... project to ensure specified deliverables are developed on budget and undergo appropriate review and sign off. o Act as a technical lead and support development… more