- J&J Family of Companies (Irvine, CA)
- …of process + Provide process improvements based on learnings and recommendations **Core Portfolio Support ** + Support the global strategy, positioning, and ... execution readiness. + Build strong relationships across key functional partners to support portfolio , LCM, and brand strategy. + Support creation of… more
- LACI (Los Angeles, CA)
- …handling sensitive information about the business and financial operations of LACI portfolio companies. Support UI senior management in providing timely updates ... vs. dissolution. + Operations and Admin: Manage day-to-day operations and administrative support to administer value-add services to LACI portfolio companies.… more
- KeyBank (Newport Beach, CA)
- …approaches to identify issues, evaluate options, and implement effective solutions that support portfolio goals. + Rapidly absorbs new information and adapts ... Preston Road, Suite 400, Dallas Texas **Job Summary** The Portfolio Manager provides relationship management support for...Summary** The Portfolio Manager provides relationship management support for assigned portfolio of clients who… more
- CommonSpirit Health (Rancho Cordova, CA)
- …portfolio solutions across the Enterprise - largely focused on Market Planning, Portfolio Optimization, and support of Joint Venture and initiatives. The team ... leadership, real estate teams, and other stakeholders to identify opportunities for portfolio optimization, drive value capture, and support strategic real… more
- Oracle (Sacramento, CA)
- …user experience. + **Data Strategy Leadership:** Define gold-standard data strategies at the portfolio level to support robust training and validation of all ... Oversee integrated readiness, release planning, and customer enablement strategies to support successful launches and adoption for all portfolio components.… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- … Operations Analyst to join our team. In this key role, you'll support portfolio analysis, marketing initiatives, and deal execution. You'll collaborate across ... with JC del Rosario - I'd love to connect! Portfolio Operations Analyst About the Role We're looking for...valuations, and prepare performance reports + Marketing & Fundraising Support : Develop investor materials, manage data rooms, and … more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …private equity deal teams, fund accounting, marketing/RFP, and investor relations + Support portfolio analysis, reporting, and valuation work + Manage quarterly ... Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base +… more
- Allied Universal (Los Angeles, CA)
- …communities and customers we serve. Allied Universal(R) is hiring a Enterprise Account Portfolio Manager to support a large global entertainment client. The ... Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients'...multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. Position can be… more
- City National Bank (Los Angeles, CA)
- …portfolio through a combination of internal and external resources. * Position will support a portfolio of various CRE loans and credit products, including ... * PORTFOLIO MANAGER III- Commercial Real Estate* WHAT IS...covenant tracking. * Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting… more
- BMO Financial Group (San Ramon, CA)
- …necessary). + Credit Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment ... loan solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance… more