- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Portfolio Management & Capital Markets is a key leader within the US Wealth ... fit tax, yield, or risk needs + Works with advisors, investment strategists and portfolio managers to align execution with portfolio construction and planning +… more
- Sharecare (Albany, NY)
- …visit www.sharecare.com . **Job Summary:** We are looking for a competent Credit and Collections Specialist to undertake a variety of financial and non-financial ... collection and resolution of account balances of an assigned portfolio . **Essential Job Functions:** + Collect, manage, and provide...from current and past due accounts for an assigned portfolio . + Provide resolution of issues related to billing… more
- Citigroup (New York, NY)
- …Securitization & Financing Lending Portfolios and the primary drivers of the portfolio including cost allocations, P&L, lending limits, line usage, capital, and the ... banking business and its related products, pertinent regulations and lending and credit approval processes + Experience with capital markets products, derivatives, … more
- JPMorgan Chase (New York, NY)
- …contact supporting all structured lending transactions entered into by the Portfolio Financing desk + Coordinate communications between structuring, the trading ... desk, Credit Risk, and operational stakeholder groups in order to...deal triggers and compliance conditions including Market Value triggers, Portfolio value, Concentration limits, and Borrowing Base testing +… more
- Intuit (New York, NY)
- …With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the ... finance lender or an asset management firm. + Experience with asset backed credit facilities, whole loan sales and securitizations and other bespoke structures. +… more
- US Bank (New York, NY)
- …requiring strong partnerships with business and enabling functions across ICG, portfolio management, credit risk, legal, operations, and treasury. The ... Origination team. 5. Prepare and present written requests to Senior Management and Credit Administration for approval of new and renewed credits. 6. Be fully… more
- Banc of California (New York, NY)
- …+ Develop strong internal working relationships with peers in the credit , asset management, documentation, portfolio management, legal, and operations ... pricing. + Monitor activity including all calling activity, opportunity pipeline, credit submittals, approved backlog, and projected fundings to accurately assess… more
- Citigroup (New York, NY)
- …leverage ongoing global relationships inside and outside of the organization + Manage credit risk of the client portfolio and allocate capital prudently through ... partnership with senior credit officers and capital management + Provide a wide...interest rate and equity derivatives for a selected client portfolio + Provide sophisticated financial solutions tailored to clients'… more
- JPMorgan Chase (New York, NY)
- …will play an important role in management and execution of Highbridge's high- credit quality US convertible bond portfolio . Key responsibilities will include, ... be limited to, the following: + Execute trades and manage the firm's portfolio of high- credit quality (ie, volatility sensitive), hedged convertible debt… more
- SMBC (New York, NY)
- …provide adequate information regarding documentation of sale packages + Monitor syndicated portfolio ; works with credit and collections to resolve account issues ... Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices… more