- CBRE (Raleigh, NC)
- …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
- Truist (Greensboro, 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 ... Truist's policies and procedures. Builds effective relationships with Risk Management and client managers. **LOCATION:** **Must be willing to sit in-office 4 days a… more
- Wells Fargo (Charlotte, NC)
- …this role:** The Fixed Income Strategies Team is searching for a Lead Portfolio Manager - Municipal Fixed Income (Lead Wealth Investment Portfolio Manager). ... knowledge, awareness, and implementation of fixed income management + Work with Client Relationship Group (CRG) partners to provide ongoing service to existing… more
- ManpowerGroup (Charlotte, NC)
- Our client , a leading player in the technology sector, is seeking a Portfolio Manager to join their team. As a Portfolio Manager, you will be part of the ... mindset which will align successfully in the organization. **Job Title:** Portfolio Manager/Coordinator **Location:** Charlotte, NC - Hybrid (3 days onsite/2 days… more
- Cushman & Wakefield (Raleigh, NC)
- …level KPIs. **Job Description** Essential functions and responsibilities General: + Implement portfolio plans with client 's real estate goals and objectives in ... Description Summary** As a member of Cushman & Wakefield's Portfolio Advisory Group, the Sr. Transaction Manager will be...dedicated to one of Cushman & Wakefield's most dynamic client accounts. In this role, you will collaborate closely… more
- Wells Fargo (Charlotte, NC)
- …grow relationships + Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals, and annual reviews + Collaborate and consult ... understand credit needs and represents the bank in developing and maintaining client relationships **Required Qualifications, US:** + 2+ years of Commercial Banking … more
- City National Bank (Charlotte, NC)
- * PORTFOLIO ANALYST CREDIT III* WHAT IS THE OPPORTUNITY? This position will design and generate monthly, quarterly and ad hoc reports to support credit portfolio ... entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal… more
- PNC (Charlotte, NC)
- …and have an opportunity to contribute to the company's success. As a Sr Portfolio Owner Manager within PNC's Treasury Management organization, you will be based in ... visualization of complex workflows and precision in describing complex needs Production/ Client Support - Ability to provide guidance during stressful production… more
- Cushman & Wakefield (Raleigh, NC)
- …level KPIs. **Job Description** Essential functions and responsibilities General: + Implement portfolio plans with client 's real estate goals and objectives in ... Description Summary** As a member of Cushman & Wakefield's Portfolio Advisory Group, the Sr. Transaction Manager will be...dedicated to one of Cushman & Wakefield's most dynamic client accounts. In this role, you will collaborate closely… more
- Public Consulting Group (Raleigh, NC)
- …State Director for North Carolina. This role blends the responsibilities of portfolio management, strategic client management and engagement, and business ... development, overseeing a portfolio of high-impact projects across multiple business lines supporting...Carolina's K-12 ecosystem, ensuring alignment with PCG's mission and client goals. + Serve as the engagement lead for… more