- Vanguard (Malvern, PA)
- Municipal Index Fixed Income Portfolio Manager The Vanguard Municipal Index team plays a critical role in overseeing a suite of municipal bond index funds, ... This role will serve as a senior member of the team with portfolio management and analysis responsibilities for Vanguard's growing suite of municipal index ETF's.… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- Description We are looking for an experienced Investment/ Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will ... managers and brokers while ensuring tailored financial solutions for sensitive client relationships. For immediate consideration call Bill Johannes at ### or… more
- First Horizon Bank (Columbia, SC)
- …**On site in Greenville, SC; Mount Pleasant, SC; or Columbia, SC** **Summary** The Portfolio Manager assists in the assessment of risk and management of the ... risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes....an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan… more
- OceanFirst Bank (Philadelphia, PA)
- …portfolio mix, concentration and exposure limits, risk philosophy. Ability to understand client industry and it's fit into portfolio parameters. + Thorough ... policy and apply same to the management of the portfolio . + Knowledge and understanding of qualitative portfolio...to establish and maintain professional internal partner and external client relationships. + Ability to provide guidance to less… more
- City National Bank (Los Angeles, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or Credit ... materials and resources. * Provides balanced and appropriate credit guidance to Relationship Manager , Team Manager , and Manager and collaborates in… more
- M&T Bank (Boston, MA)
- …M&T Bank. This position involves analyzing financial statements, monitoring loan portfolio , and ensuring compliance with credit policies and regulatory requirements. ... This client facing role serves as a critical link between...credit risk management to facilitate sound lending decisions and portfolio management. **Primary Responsibilities:** + Focus on transaction execution… more
- JPMorgan Chase (Boston, MA)
- …to work closely with our most senior leaders across the business. As a Portfolio Manager within The AI in Operations Transformation Office, you will own ... has firmwide impact. **Job responsibilities:** + Own the AI in Operations portfolio management process end to end including the intake process, prioritization and… more
- Hills Bank (Coralville, IA)
- …Join Hills Bank and let us surprise you with even more perks! SCOPE: The Portfolio Manager manages and supports commercial loan and deposit portfolios for a ... needs for new loan requests, modifications, renewals and annual portfolio reviews while working in a branch location. Compiles...bank capital on all loan types. + Attend new client meetings as requested with loan officer. + Timely… more
- Wells Fargo (Des Moines, IA)
- **About this role:** Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $25M to $100M supporting the Emerging ... dynamic environment while managing multiple priorities. + Experience as a commercial banking Portfolio Manager , with a focus on Middle Market C&I, Commercial… more
- Zions Bancorporation (Los Angeles, CA)
- …Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We ... are looking for a ** Portfolio Managerin Los Angeles, CA** . This role will...lenders in credit analysis tasks and managing existing loan portfolio . **Essential Functions:** + Responsible for managing and servicing… more