- Robert Half Finance & Accounting (Berkeley, CA)
- Description A growing wealth management firm is seeking a Portfolio Administrator to ensure the accuracy, efficiency, and operational excellence of client ... to a collaborative team. What You'll Do: + Manage portfolio reporting, rebalancing, and trade execution. + Serve as...and custodians for seamless execution. + Prepare and deliver client reports on schedule. Excited about this opportunity? Apply… more
- Allied Universal (Stockton, CA)
- …discounts, perks, and more. Allied Universal(R) is hiring a Enterprise Account Portfolio Manager Trainer for the largest logistics company. The Enterprise Account ... Portfolio Manager (EAPM) builds strong relationships with a clients'...with branch offices and corporate support functions on key client initiatives. The EAPM will also be responsible for… more
- MUFG (Los Angeles, CA)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...details. We are seeking multiple project finance professional(s) with portfolio management experience to conduct credit analysis of project… more
- CAI (Whittier, CA)
- …Flexibility** Hybrid **Job Summary** We are seeking a highly skilled and experienced Program/ Portfolio Manager to work with our client in the Public Sector. ... Description** We are seeking a highly skilled and experienced **Program Manager** with Portfolio experience to join our IT team. This position will be **full-time,… more
- Zions Bancorporation (Los Angeles, CA)
- …Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We ... are looking for a ** Portfolio Managerin Los Angeles, CA** . This role focuses...**Essential Functions:** + Responsible for managing and servicing a portfolio of existing loan relationships. + Responsible for expanding… more
- ThermoFisher Scientific (Carlsbad, CA)
- …strategic landscape analysis and executes a comprehensive sales plan for the portfolio . Monitors client assignments and staff performance to track achievement ... global leadership of the Regional business development team and sales portfolio . Ensures achievement of gross authorization targets, profitability and growth of… more
- Cushman & Wakefield (San Jose, CA)
- …with commercial strategies through identification and cultivation of internal and external client relationships + Manage portfolio with complex initiatives that ... California market, including business development, business operations, financial management, client relations, and project operations. This role is responsible for… more
- Cushman & Wakefield (Los Angeles, CA)
- …requests, which may include serving as a project manager on high-value client opportunities and portfolio transactions + Prepare pro forma statements, ... in Microsoft Office Suite, especially in Microsoft Excel + Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and… more
- CBRE (Sacramento, CA)
- …various business groups to understand their requirements. Business metrics may include client rankings, aggregate portfolio additions and run off, operational ... motivate and negotiate effectively with key employees, top management, and client groups to take desired action. **FINANCIAL KNOWLEDGE** Requires in-depth knowledge… more
- City National Bank (Los Angeles, CA)
- *MANAGER CREDIT PORTFOLIO RISK* WHAT IS THE OPPORTUNITY? This position is responsible for providing Credit Risk oversight across the banks Residential Lending ... Analyze, monitor risk metrics to understand and improve consumer and residential portfolio diversification * Identify gaps in current policy requirements and current… more