- Bank of America (Los Angeles, CA)
- …is able to underwrite credit transactions with minimal oversight from the Credit Officer (CO) and also approves complex credit transactions with some coaching from ... the CO/Commercial Credit Manager (CCM). The UW leads the credit approval process...of the monitoring and maintenance activities on an assigned portfolio or market, including a higher composition of complex… more
- CommonSpirit Health (San Francisco, CA)
- …CIP Advisory Council for recommendation and Investment Subcommittee for approval. + ** Portfolio Management and Impact Evaluation:** Monitor loan compliance and ... of an impact framework and spearhead impact analysis in collaboration with the Manager to report on the investment portfolio 's impact and financial performance.… more
- KeyBank (San Francisco, CA)
- …community development opportunities. + Support and influence the deal team (Relationship Manager , Underwriter, Asset Manager , Closing Officer , Syndication) ... individual will also partner closely with critical enterprise stakeholders including Loan Servicing, Commerical Mortgage, Compliance, and Finance. The Underwriting … more
- CalSTRS (Sacramento, CA)
- …transition to a more stable, net zero global economy. Under the direction of the Portfolio Manager , the Staff Services Analyst performs work in a wide variety of ... accountability. Today the unit focuses on three primary strategies: managing a portfolio of sustainability-themed private market investments that are additive to the… more
- CalSTRS (Sacramento, CA)
- …Technology Services and General Counsel. Under the supervision of the Staff Services Manager I, the SSA is responsible for performing work of average difficulty in ... public school educators and their families. The Investments Branch manages a portfolio that is broadly diversified into seven asset categories with assets totaling… more
- CalSTRS (Sacramento, CA)
- …team records, reports and analyzes activity related to CalSTRS investment portfolio as required by generally accepted accounting principles for all CalSTRS ... Under the general supervision of the Financial Accountant IV (Investment Accounting Manager ), the Financial Accountant II (FA II) performs technical and professional… more
- Citigroup (Downey, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... using firm models and research . Master referral opportunities to grow portfolio . Refer opportunities to segment partners where appropriate (including, but not… more
- Citigroup (San Francisco, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... using firm models and research + Master referral opportunities to grow portfolio + Refer opportunities to segment partners where appropriate (including, but not… more