- TIAA (Walnut Creek, CA)
- …further consideration. **Required Qualifications:** + 5 years complex, direct portfolio management experience with individual clients **Preferred ... Qualifications:** + 7 - 10 years complex, direct portfolio management experience with individual clients + Bachelors degree + CFA or CFP certification + Previous… more
- TIAA (Sherman Oaks, CA)
- ** Portfolio Manager** The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing ... Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management , Resourcefulness, Tax **Anticipated Posting End Date:**… more
- Eliassen Group (Sacramento, CA)
- …over 100 project team professionals. .Provide leadership and oversight to ensure portfolio management processes align with **CMMI standards** , driving ... + **U.S. Citizenship** required. + 10+ years of experience in program or portfolio management , with 5-7 years with VA experience + 5+ years of Agile, PI… more
- LA Care Health Plan (Los Angeles, CA)
- …Manager III Job Category: Administrative, HR, Business Professionals Department: Enterprise Portfolio Management Office Location: Los Angeles, CA, US, 90017 ... safety net required to achieve that purpose. Job Summary The enterprise Portfolio Management Office (ePMO) is accountable for intake, execution, and managing the… more
- SMBC (Los Angeles, CA)
- …Services, International Services **JOB SUMMARY:** As part of the Loan Participation Group, the Portfolio Management Team Leader will play a crucial role in the ... reports and audit responses as required as part of the loan portfolio management . * Oversee the loan closing process, including review of legal documentation… more
- Comerica (Costa Mesa, CA)
- …and guidelines, ie regulatory compliance, portfolio and credit quality, and portfolio management . Assists with monitoring existing loans to ensure compliance ... key internal partners to support servicing of existing customer base.Position Responsibilities: Portfolio and Risk Management Retain and manage existing loan … more
- BlackRock (San Francisco, CA)
- …diversity brings to the success of our business. **Role Overview** The MASS portfolio management team is seeking a motivated individual with financial knowledge ... The position will be a hybrid role (70% Technology / 30% Portfolio Management ). **Technical Responsibilities** + Research and design generative AI systems to… more
- Citizens (Los Angeles, CA)
- … Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure ... training preferred. + 7+ years of experience in commercial credit underwriting, portfolio management , or related financial analysis roles. + Strong understanding… more
- BMO Financial Group (Los Angeles, CA)
- …+ Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & ... compliance with the Bank's policies and related procedures. Client Performance/ Portfolio Management + Actively manage assigned portfolio to maximize return… more
- Walmart (Sunnyvale, CA)
- …execution. + **Agile & Lean** : Familiarity with Agile delivery and Lean portfolio management . + **Global Operations** : Experience supporting or scaling ... training and change management . Stay ahead of industry trends to keep portfolio strategy future-ready. **What you'll bring:** + **Experience** : 6-8 years in … more