- BMO Financial Group (Newport Beach, CA)
- …level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the ... initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous… more
- JPMorgan Chase (Woodland Hills, CA)
- …**Preferred Qualifications, Capabilities and Skills** + Bachelor's degree and formal credit training + Sales management , business development skills, proficiency ... be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and...and Skills** + Seven plus years of lending or credit support related experience with a focus on business… more
- JPMorgan Chase (Santa Clara, CA)
- …however the portfolio size is typically smaller in recognition of management responsibilities. Your team will typically include four to six bankers with indirect ... this role you will be expected to maintain a portfolio of your own while leading the banking team...and Skills** + Minimum of ten years account relationship management experience with a focus on business relationships +… more
- Teledyne (Torrance, CA)
- …identify improvement areas, and make informed recommendations with regards to product portfolio , pricing, positioning, etc. to meet sales and profitability goals + ... to leadership. + Be an effective member of the management team + Ensure compliance in relevant areas +...Motor Vehicle Report (MVR & driving history), reference check, credit checks/ credit history and drug testing. All… more
- Nuveen Investments (San Francisco, CA)
- …approach to managing risk exposures + Perform ESG analysis and monitoring for portfolio companies; engage management teams on ESG related issues **Educational ... detail Related Skills Asset Valuation, Capital Markets, Collaboration, Communication, Credit Analysis, Data Analysis, Financial Modeling, Fixed Income Investments,… more
- City and County of San Francisco (San Francisco, CA)
- …Management , and Innovative Solutions team. Reporting directly to the Managing Director of Asset Allocation, Risk Management , and Innovative Solutions ... provide technical, professional, and administrative support to the Managing Director and the CEO/CIO of SFERS. The incumbent will...management for each asset class and for the portfolio as a whole; * Assist with strategic and… more
- Experian (Costa Mesa, CA)
- …address the specific needs of financial institutions in credit risk management , underwriting, and portfolio management . + Collaboration and Leadership: ... Data Products and Predictive Analytics, you will manage a portfolio of advanced data-driven solutions designed to empower lenders...business growth. You will be reporting to the Sr. Director , Analytics Product Management . + Product Strategy:… more
- Comerica (Costa Mesa, CA)
- …thorough and complete analysis of lending opportunities as well as monitoring ongoing credit risk - health of the existing portfolio , while ensuring compliance ... policy in analysis and address escalations to Relationship Manager, Portfolio Manager and/or Credit Administration Officer (RM/PM/CAO). Review Underwriting… more
- MUFG (San Francisco, CA)
- …join the Semiconductors & Electronics Industry coverage, part of TMT Global Relationship Management Team for MUFG's Global Corporate & Investment Bank (GCIB) in San ... GCIB has a deep understanding of clients from a credit and strategic perspective, enabling it to offer the...At the center of the client relationship, the Relationship Management teams coordinate the commercial strategy as well as… more
- City and County of San Francisco (San Francisco, CA)
- …estate, infrastructure, natural resources, and other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the ... of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment Division's professional… more