- JPMorgan Chase (Woodland Hills, CA)
- …client roundtables, industry conferences, webinars, and professional media platforms + Manage the non- credit risk for customer portfolio and monitor and ... skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy… more
- Manulife (Los Angeles, CA)
- …support of portfolio strategy including quarterly valuations and liquidity management (including dividends, distributions, line of credit draws, and equity ... estate analytics and Quantitative Senior Associate to join the Portfolio Management team! The investment professional will...of credit transactions and able to assess credit risk . + Able to produce high-quality… more
- Comerica (Costa Mesa, CA)
- …Prepare loan approval packages, in partnership with Relationship Managers and Portfolio Managers, for credit decisioning. Provide complete analysis of ... appropriate loan structures and banking solutions to meet customer needs. Monitor credit exposure for portfolio relationships. Phase II: Sales Rotations Sales… more
- JPMorgan Chase (Irvine, CA)
- …needs and circumstances of their businesses + Use knowledge of business, finance, banking, credit , and risk management to identify, recommend, and promote ... financial advice with a focus on client experience and risk management while deepening existing relationships and...greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities… more
- BlackRock (San Francisco, CA)
- …to implement Aladdin, with particular focus on designing portfolio management workflows, deliver solutions for risk , analytics, performance, and attribution ... risk platforms + Working experience in investment risk management , fixed-income, equity and derivative markets....derivative markets. + Familiarity with investment portfolio risk analytics (eg, market risk , credit… more
- Truist (San Francisco, CA)
- …relationships by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective ... knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle… more
- City and County of San Francisco (San Francisco, CA)
- …for the position of Investment Officer ("IO") for its Public Fixed Income portfolio , which includes Treasuries, Public Credit and Investment Cash. Reporting to ... management of SFERS' $3 billion Public Fixed Income portfolio . The IO serves as a key member of...collection and aggregation process for the Public Fixed Income portfolio including performance, exposures, and other risk … more
- CDM Smith (Fresno, CA)
- …of transportation projects including: project delivery performance, pricing strategies, risk management , forecasting and budgeting, and performance reporting. ... transit design projects, ideally for various clients within our current TNG portfolio . * Strong Project Management experience including: the development of… more
- Umpqua Bank (Walnut Creek, CA)
- …required. + 4-7 years' experienceof field examiner or ABL risk management , managing a complex Asset Based Lending portfolio including loan workout ... Works closely with the ABL Operations Team on collateral management and daily workflow. The monitoring process also involves...of collateral exam and appraisal as tools for monitoring credit risk . + Advanced analytical and mathematical… more
- SMBC (Los Angeles, CA)
- …digital channels and self-service tools to enhance client experience. Operational Excellence & Risk Management * Partner with Operations, IT, and Compliance to ... discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Our mission is to be "the bank… more