- City National Bank (Los Angeles, CA)
- …status and returning the relationshiptoRelationship Managers on the Line of Business. Portfolio management includes recommendation of loan decisions on credits ... colleague is responsible for the team's timely and appropriate management of CNB's criticized and classified credits in the...group known as Special Situations Group or SSG. The portfolio contains C&I, Investor Commercial Real Estate, and Consumer… more
- SanDisk (Milpitas, CA)
- …validation, value levers, and sourcing best practices. + Proficient in project and portfolio management tools such as Smartsheet, Microsoft Project, and Power ... the balance of our powerhouse manufacturing capabilities and our industry-leading portfolio of products that are recognized globally for innovation, performance and… more
- BlackRock (San Francisco, CA)
- …manage money in real time. Our investment software combines risk analytics with portfolio management , trading, compliance, and operations tools on a single ... travel across the Americas and Canada **Your qualifications:** + Familiarity with portfolio management workflows and investment analytics as a buy-side… more
- KeyBank (Newport Beach, CA)
- …also drive the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by ... understanding of the client or prospect's business through analysis of their management practices, portfolio dynamics, and business strategy, in the context… more
- CDM Smith (Fresno, CA)
- …transit design projects, ideally for various clients within our current TNG portfolio . * Strong Project Management experience including: the development of ... TNG is a key role in managing and building a high-performing Project Management Team through effective leadership and teamwork to successfully deliver projects and… more
- University of Southern California (Los Angeles, CA)
- …+ Strong understanding of commercial underwriting, credit risk analysis, and portfolio management . + Demonstrated ability in strategic planning, product ... services. Strong understanding of commercial underwriting, credit risk analysis, and portfolio management . Demonstrated ability in strategic planning, product… more
- PennyMac (Moorpark, CA)
- …weekly, and monthly reviews of key performance indicators (KPIs) related to client portfolio management and operational processes + Works closely with both ... investor guidelines, state regulations, and other compliance requirements impacting client portfolio management + Identify opportunities for process improvement… more
- Zurich NA (Irvine, CA)
- …expected. This role will be responsible for various aspects of Energy portfolio management including utilizing data analytics to inform strategy, stewarding ... this role you will be responsible for: + Identify, prioritize, and escalate portfolio management , technical skills, and product innovation needs. + Manage data… more
- BMO Financial Group (Modesto, CA)
- …and investment management - required. + In-depth knowledge of client portfolio management . + Technical proficiency gained through education and/or business ... Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with...and Health** + Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.… more
- City National Bank (Los Angeles, CA)
- …in departmental reporting of past dues, portfolio reviews, etc. * 30%-50% Portfolio Management * Evaluates and examines credit requests in order to assess ... LEAD CORPORATE BANKING* WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise. Is client facing… more