- Wells Fargo (Charlotte, NC)
- …as part of The Chief Operating Officer (COO), within our CIB Banking Capital & Portfolio Management Group. Learn more about the career areas and lines of ... and existing business challenges + Support the Capital & Portfolio Management team in efforts to strengthen...company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational,… more
- Bank of America (Charlotte, NC)
- …on whether a client should receive a credit facility + Partners with Credit Officers, Relationship Management , and Risk teammates to assess and deliver ... the best possible solution to the client + Underwrites new transactions, analyzes credit risk , negotiates and closes deals, while adhering to internal policy,… more
- Wells Fargo (Charlotte, NC)
- …fiduciary responsibilities. **Required Qualifications:** + 6+ months of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one ... qualify for immediate FINRA registration + Minimum 6+ months of experience in portfolio management , equity investing, or financial consulting + Proven ability to… more
- Bank of America (Charlotte, NC)
- …on whether a client should receive a credit facility + Partners with Credit Officers, Relationship Management , and Risk teammates to assess and deliver ... of solid experience in financial analysis, structuring, underwriting and portfolio management , strong communication and analytical/technical skills, including… more
- City National Bank (Raleigh, NC)
- …* General knowledge of overall Bank products. * Market cycle and problem credit management experience preferred *WHAT'S IN IT FOR YOU?* *Compensation*Starting ... in SSG. This individual will also assess SSG's quarterly portfolio assessments as well as credit requests...with SSG Manager in preparing presentations for regulators, Chief Credit Officer, and/or executive management ; addressing Issues;… more
- First Horizon Bank (Charlotte, NC)
- …of default (PD), loss given default (LGD), credit migration, and risk segmentation required. + Proficiency with Moody's Portfolio Studio, Moody's ... portfolios. EC modeling helps inform the Bank's capital planning, risk management , and loan pricing decisions, as...variances versus prior estimates. Explain economic impacts, changes in portfolio risk , and deviations caused by data,… more
- Bank of America (Charlotte, NC)
- … ratings, while recommending changes as warranted + Assists in the underwriting, credit risk analysis, negotiation, and closing of new transactions or existing ... enterprise valuations + Discussing the merits of financing transactions from a credit risk and relationship perspective while modeling transaction and… more
- First Horizon Bank (Charlotte, NC)
- …location Charlotte, NC **Summary** The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing ... responsibilities include: + Leading the analysis, underwriting, origination, and portfolio management of loans in a growing...mitigation skills + Understanding and application of the Bank's risk grading methodology and credit appetite +… more
- Huntington National Bank (Charlotte, NC)
- …and analyzes credit for large, complex customer relationships and circumstances. Includes management of portfolio risk and adherence to all regulatory ... Duties and Responsibilities: + Owns primary responsibility for the credit and monitoring of Commercial portfolio . +...Bachelor's Degree + 5+ years of experience in commercial portfolio or relationship management + Experience with… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Portfolio Management Product Owner to join the Investment Solutions Agile Transformation product team. This role is ... customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance),… more