- BMO Financial Group (Newport Beach, CA)
- …Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant ... of productivity against benchmarks + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely… more
- Nuveen Investments (San Francisco, CA)
- Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm's CLOs and CLO Funds. ... shoulder a multi-faceted set of responsibilities. Their key duties include: + Client Engagement: Maintaining relationships with internal institutional and wealth… more
- BMO Financial Group (Los Angeles, CA)
- …loan solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in ... necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) +...+ Experience underwriting transactions for or in partnership with institutional real estate investors such as REITs, pension funds,… more
- BlackRock (San Francisco, CA)
- …existing applications including deployment, documentation, testing, and coding standards ** Portfolio Management Responsibilities** + Partner with client -facing ... (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the… more
- US Bank (Los Angeles, CA)
- …Description** The Portfolio Manager partners with assigned Relationship Manager (s) to successfully manage Institutional Client Group (ICG) credit ... all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing relationships,… more
- BlackRock (San Francisco, CA)
- …transitions for clients across the Americas, sharing responsibilities with the Transition Project Manager and Portfolio Manager . This role requires a ... to continuously enhance our offerings. + In collaboration with the transition portfolio manager , provide analytical and qualitative input into trade strategy… more
- JPMorgan Chase (San Francisco, CA)
- …investors. A role as a Relationship Manager is for you. As an MFL Client Manager , Executive Director in Commercial Real Estate, you will be responsible for ... and execute transactions, lead the sales team, and develop and grow portfolio through proactive prospecting and client relationship management. **Job… more
- BlackRock (San Francisco, CA)
- …of global investment management, risk management and advisory services to institutional , intermediary, and individual investors around the world. BlackRock's mission ... a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens… more
- BlackRock (San Francisco, CA)
- … Client 's project team (eg program managers, risk managers, portfolio managers, technologists) and provide strong leadership throughout the Aladdin implementation ... **About this role** **Aladdin Client Transformations - Front Office** **What we do**...all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and its… more
- Coinbase (Sacramento, CA)
- …Markets, trusted custody solutions, and dedicated crypto prime brokerage. As a Product Manager on Coinbase Institutional , you will play a critical role in ... connection, and alignment. Attendance is expected and fully supported. Coinbase Institutional is empowering the world's institutions to trade, custody, and… more