- BMO Financial Group (Chicago, IL)
- …share of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive ... and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank… more
- Huntington National Bank (Chicago, IL)
- …ABL loan portfolio , (ii) manages all aspects of the ongoing client relationship including cross sales or in conjunction with internal relationship partners, ... managed by the ABL Group + Fosters active dialogue and collaboration, including portfolio and credit management, for client relationships jointly managed with… more
- KeyBank (Chicago, IL)
- …(JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and ... constructs and customizes portfolios according to client needs or preferences. Maintains a high level of...the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio… more
- CBRE (Springfield, IL)
- …execute corporate initiatives. Design business metrics for accountability. This includes client rankings, aggregate portfolio additions, run-off, etc. + Oversee ... and performance. Our account management model is at the heart of our client -centric approach to delivering integrated real estate solutions. Each client is… more
- KeyBank (Chicago, IL)
- …Cleveland Ohio COMMERCIAL PM TEAM IS GROWING **Job Summary** The VP, Portfolio Management is an individual contributor responsible for performing financial analysis ... support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile.… more
- City National Bank (Chicago, IL)
- * PORTFOLIO MANAGER* WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor...management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the… more
- Neuberger Berman (Chicago, IL)
- …equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to ... portfolios for insurance clients across asset classes. The Insurance Portfolio Manager will manage US fixed income portfolios for...to clients' bespoke objectives and constraints. Depending on the client , the PM must manage across the spectrum of… more
- Huntington National Bank (Rosemont, IL)
- Description Summary: The Commercial Portfolio Manager - Huntington Technology Finance (HTF) actively monitors an assigned portfolio and analyzes credit for ... large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory and compliance guidelines. A critical… more
- BMO Financial Group (Chicago, IL)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- Siege Media (Chicago, IL)
- …measurable organic growth, optimize performance, and demonstrate tangible results + Manage a portfolio of client accounts, serving as the main point of contact ... process, please let us know. Responsibilities + Act as the primary, client -focused strategic partner, building long-term client relationships and working to… more