- Affinius Capital (San Antonio, TX)
- …**Job Description** The role of the Associate is to assist the portfolio management team manage the critical operations of the Affinius Capital Estate ... base, managing over $63 billion in gross assets under management within a diversified portfolio across North...gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides… more
- CBRE (Dallas, TX)
- Digital Portfolio & Operations Associate , CBRE Investment Management Job ID 204260 Posted 30-Jul-2025 Service line REI Segment Role type Full-time Areas of ... Interest Digital & Technology/Information Technology, Investment Management Location(s) Dallas - Texas - United States of... is seeking a highly motivated and detail-oriented Digital Portfolio and Operations Associate to join our… more
- Capital One (Houston, TX)
- … Portfolio Manager - Energy, Power and Renewables The Underwriting and Portfolio Management organization is responsible for working with internal and external ... At least 3 years of experience in credit underwriting, portfolio management , or asset management ...be regularly worked. Houston, TX: $144,000 - $164,400 for Associate , Specialty Underwriter & Portfolio Manager Candidates… more
- CH Robinson (Plano, TX)
- Join us as an ** Associate Portfolio Executive** and begin learning and building your customer portfolio as part of an accelerated training track, ensuring ... portfolio . Upon completion of the training track, you will move into a Portfolio Executive role. The Associate Portfolio Executive position stands out as… more
- Capital One (Plano, TX)
- Associate , Renewal Portfolio Administrator Small businesses are the backbone of America and a vital part of the economy as a whole. Their success is essential to ... Certification + At least 3 years of experience in customer facing portfolio or relationship management **Preferred Qualifications:** + Associates Degree in… more
- JPMorgan Chase (Plano, TX)
- …our core cross-product priorities, sequencing, and trade-offs + Calculate metrics for portfolio management operations and analyzes data for areas of opportunity ... operational excellence across product lines. As a Senior Product Portfolio Operations Associate in Global Banking, you...5+ years of experience or equivalent expertise in product management , program management or performance optimization +… more
- BMO Financial Group (Dallas, TX)
- …requests within specified limits, using understanding of credit scoring and risk management concepts. + Monitors covenants of clients within assigned portfolio ... to identify deteriorating credit conditions and compliance with loan agreement. + Provides accurate financial analysis and risk assessment of new and existing customers. + Partners with internal stakeholders for accurate, detailed client information. +… more
- First Horizon Bank (TX)
- …discipline (or equivalent experience). 2. Minimum 3-5 years of experience in project management or project portfolio management , preferably within Financial ... . 3. Demonstrated experience with Clarity PPM or similar project portfolio management tools. 4. Strong analytical, organizational, and problem-solving… more
- Regions Bank (Atlanta, TX)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing, ... underwriting, and negotiating credit decisions for standards Private Wealth Management (PWM) credit requests submitted by Private Wealth and Lending Advisors with… more
- Zurich NA (Austin, TX)
- …and can be based in any of our Zurich Offices. Responsibilities include: + Portfolio management for assigned line of business + Monitor product and ... Deliver technical training + Provide input into improvements for portfolio management and tiering + Handle the...Support areaOR + Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience… more