- US Bank (Denver, CO)
- …skills and discover what you excel at-all from Day One. **Job Description** The Senior Client Portfolio Manager /OCIO Nonprofit Specialist is primarily ... responsible for multi-asset class client portfolio strategy and oversight, regular servicing and communication, and sales participation with the Institutional… more
- TD Bank (New York, NY)
- …specific details for this role. **Line of Business:** EPOCH LLC **Job Description:** The Client Portfolio Manager (CPM) Analyst will act as a representative ... Sales and Relationship Management Team and the Investment Team, addressing many client related inquiries. They will be responsible for ensuring consistency of… more
- US Bank (Portland, OR)
- …skills and discover what you excel at-all from Day One. **Job Description** The Senior Client Portfolio Manager /OCIO Specialist is primarily responsible ... for multi-asset class client portfolio strategy and oversight, regular servicing and communication, and...prospects with a focus on corporate clients. Review of portfolio structure, strategy and performance with staff, boards and… more
- LA Care Health Plan (Los Angeles, CA)
- Senior Manager , Portfolio Delivery Job Category: Management/Executive Department: Enterprise Portfolio Management Office Location: Los Angeles, CA, US, ... developed in support of LACs strategic direction. The Senior Manager , Portfolio Delivery (...with ability to interact with various IT and business client departments /project teams. Possesses excellent time management and… more
- CIBC (New York, NY)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **JOB PURPOSE** The Sr. Portfolio Manager primary purpose is to ensure objectives ... administrative activity. **KEY ACCOUNTABILITIES / RESPONSIBILITIES** The Sr. Portfolio Manager will be responsible for but...to material changes to negotiated business terms with the client Client Portfolio Maintenance +… more
- ICF (Los Angeles, CA)
- Description **Public Sector Senior Portfolio Manager ** **Location: Los Angeles, CA** We're in search of a Senior Portfolio Manager to oversee ... programs, exceptional customer satisfaction, and strategic growth within your portfolio . Your leadership will cultivate a collaborative and inclusive team… 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
- Fifth Third Bank, NA (Greenville, SC)
- …and the like. + Extended viewing of a CRT screen. + Some travel required. Senior Portfolio Manager LOCATION -- Greenville, South Carolina 29601 Fifth Third ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the...( client -facing). + Experience managing an advanced commercial client portfolio with a great deal of… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: SENIOR CRE Portfolio Manager Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and ... inclusion. The Senior Commercial Real Estate (CRE) Portfolio Manager , under the supervision of the...contact for customer service issues that arise within the client base and promote good customer service. Cross-sell other… more
- BMO Financial Group (Los Angeles, CA)
- …for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on ... clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying… 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
- BMO Financial Group (Newport Beach, CA)
- Come join our amazing team! We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market, Pac Rim ... of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing...and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs… more
- ICF (Los Angeles, CA)
- Description We're in search of a Senior Portfolio Manager to oversee ICF's work with California's municipal and investor-owned utilities. This role involves ... leadership will cultivate a collaborative and inclusive team of senior program managers, providing daily management support to their...that have the talent needed to deliver on all client goals and contract KPIs. + Contribute to the… more
- Fifth Third Bank, NA (Columbus, OH)
- …+ Solid communication and presentation skills are required for this position. #LI-JS1 Senior Portfolio Manager LOCATION -- Columbus, Ohio 43215 Fifth ... Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes. + Mentor more junior… more
- Walmart (Bentonville, AR)
- Position Summary What you'll do This Senior Manager role is within WHRI for the WHRI Transformation Portfolio Strategy & Activation team. Our team is ... and resource management plans to successfully deliver within the transformation portfolio . Leads or materially participates in customer, project, and department… more
- First Horizon Bank (Mobile, AL)
- **Description** **Location: On site, Mobile, AL** **Summary** The Portfolio Manager assists in the assessment of risk and management of the Bank's loan ... least 7 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) + Microsoft Office suite **About… more
- DXC Technology (Austin, TX)
- …**Job Responsibilities:** + Develop and implement strategic plans for the A&D portfolio , align SAP solutions with business objectives, and ensure the achievement of ... and deployment of SAP A&D solutions, ensuring they meet client requirements and industry standards. + Manage and mentor...+ Identify and mitigate risks associated with the A&D portfolio , implementing proactive measures to ensure project success. +… more
- Truist (Winston Salem, NC)
- …and lending strategies are adhered to while maintaining a high level of client responsiveness. Analyze financial statements and navigate a wide variety of financial ... policies and procedures. Builds effective relationships with Risk Management and client managers. **LOCATION:** Please note, to be considered for these roles,… more
- M&T Bank (New York, 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 (New Haven, CT)
- …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