- Wells Fargo (New York, NY)
- …**Required Qualifications:** + 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent ... risk management priorities and commitments. + Strategically collaborate with portfolio team and customer credit to resolve client issues and achieve business… more
- Equitable (New York, NY)
- …Preferred Qualifications: + MBA or CFA + Working knowledge of portfolio management systems (Aladdin, Clearwater, Bloomberg) **Skills** **Business Acumen:** ... operations through various investment operations principles, procedures, and techniques. ** Portfolio Management :** Knowledge of investment portfolios; ability to… more
- Neuberger Berman (New York, NY)
- … modeling exercises + Oversee the implementation and maintenance of portfolio management and reporting systems (Aladdin and Clearwater) **Qualifications:** ... Group LLC: **_Neuberger Berman_** is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual… more
- Banco Popular Puerto Rico (New York, NY)
- … Officer Middle Market - NY This position is responsible for effective portfolio management , underwriting support and customer service. The Commercial Banking ... Portfolio Officer monitors covenant compliance, ensures reporting requirements are...customer information + Assist the relationship officers with Client management , which includes doing spreads, managing the loan pipeline… more
- JPMorgan Chase (New York, NY)
- …and excellent communication abilities. **Job Responsibilities:** + Assist in the portfolio management efforts across all discretionary investment programs, ... of experience in private markets investing, with a focus on portfolio management or investment due diligence + Robust analytical proficiency, particularly in… more
- Zurich NA (Albany, NY)
- …and can be based in any of our Zurich Offices. Responsibilities include: + Portfolio management for assigned line of business + Monitor product and ... BU + Deliver technical training + Provide input into improvements for portfolio management and tiering + Handle the most complex casualty queries and referrals… more
- Citigroup (New York, NY)
- …benchmark debt and structured notes, Credit Card securitizations, and liability management exercises (exchange offers, defeasance, etc.) for all capital securities ... Maintain reports of the investment and hedging activities to Senior Management and regulators; Help develop and maintain scenario-based risk monitoring framework… more
- Synchrony (New York, NY)
- …of experience in strategic analytical role + 6+ years leadership experience in portfolio management roles with strong emphasis on credit strategy, credit policy ... Description: **Role Summary/Purpose:** In this role, you will drive the overall credit management activities on the Sleep Number and Rooms To Go portfolios. The… more
- JPMorgan Chase (New York, NY)
- …objectives + Executes the strategy for reporting and communications to support our portfolio management operations and change initiatives + Oversees and coaches ... optimization + Proven ability to manage and implement operational effectiveness and portfolio management initiatives + Proven ability to operate within the… more
- Intuit (New York, NY)
- …capital markets, preferably from a bank, specialty finance lender or an asset management firm. + Experience with asset backed credit facilities, whole loan sales and ... products. + Drive leadership alignment on funding initiatives and balance sheet management framework. + Oversee the production of robust and transparent investor… more