- IBM (Tampa, FL)
- …and professional expertise** * Deep Technical Expertise in Power Product Portfolio : Demonstrable client -facing, deep technical subject matter expertise within ... that motivates partners to include IBM solutions at the heart of their client proposals. * Your primary responsibilities will include: * Facilitation of Pre-Sales… more
- CIBC (Miami, FL)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a Group Portfolio Manager, you will maintain strong partnerships with other business ... reviews. You will advise on credit actions related to the existing portfolio (eg, structure, waivers, modifications). Advise Commercial Bankers and Market Managers… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- … portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional ... for Financial Advisors. + Assists with preparation of presentations, portfolio /equity analyses, and proposals for High Net Worth and...and institutional clients and prospects. + May participate in client meetings to identify client goals and… more
- JPMorgan Chase (West Palm Beach, FL)
- …financial models, and industry research + Assist in monitoring and client reporting on existing portfolio investments **Required qualifications, capabilities ... investment activities in the Florida market and will provide direct support to Portfolio Managers in the sourcing and underwriting of private equity investments, as… more
- First Horizon Bank (Tampa, FL)
- **Description** **Location:** **On site in Tampa, FL** **SUMMARY** The Portfolio Manager assists in the assessment of risk and management of the Bank's loan ... portfolio by providing analytical and credit oversight and is...an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan… more
- Citigroup (Fort Lauderdale, FL)
- …client 's financial strength, investment objectives, risk tolerance, investment/collateral portfolio characteristics, etc + Approve and make recommendations for ... senior risk SCOs when they are the primary approvers. + Manage and maintain a portfolio of credit exposures to Citi's North American Wealth clients + Assist with … more
- CBRE (Tallahassee, FL)
- …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
- JPMorgan Chase (Tampa, FL)
- …you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage ... internal and external client dialogue. As a Banker Associate in the Government - Middle Market Banking team, you will play a crucial role in complementing your… more
- Regions Bank (Miramar Beach, FL)
- …Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high ... and solutions for the development and on-going maintenance of client needs + Performs perpetual discovery, assessing a ...client needs + Performs perpetual discovery, assessing a client 's financial situation to retain and grow the … more
- Truist (Orlando, FL)
- …and lending strategies are adhered to while maintaining a high level of client responsiveness. Analyze financial statements and navigate a wide variety of financial ... Truist's policies and procedures. Builds effective relationships with Risk Management and client managers. Position will sit in-office 4 days, 1 day remote.… more