- CARMAX (Richmond, VA)
- …and Associate engagement, CarMax is well positioned for continued growth. The Sr Manager , Product Portfolio & Business Strategy serves as a strategic linchpin ... This role is a high-impact, executive-level partner that drives the Product portfolio 's alignment with our boldest company-wide ambitions. The role will shape… more
- BMO Financial Group (San Ramon, CA)
- …and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank ... new, renewal and extension loans within delegated authority. + Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and… more
- BMO Financial Group (West Palm Beach, FL)
- …fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. + ... Provides high quality sales and service to investment clients to deliver an exceptional client experience....and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace… more
- KeyBank (Portland, ME)
- …financial goals and objectives. **Technical** + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... advice to clients on matters such as asset allocation, manager selection, and knowledge of markets including real estate,... investment policy, initiates portfolio construction changes consistent with investment strategy.… more
- BlackRock (San Francisco, CA)
- …model portfolios. Through CMS, advisors can tap into BlackRock's industry leading model portfolio investment framework to build a differentiated suite of custom ... wealth management clients that marry the client's customization requests with BlackRock's investment view, as defined by the Model Portfolio Solutions team.… more
- BMO Financial Group (Los Angeles, CA)
- Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of ... investment management and administration to ensure compliance. Works collaboratively...reports, and dashboards. + Uses models to structure a portfolio based on specific criteria. + Prepares spreadsheets and… more
- Applied Materials (Santa Clara, CA)
- …a dynamic role that will enable the candidate to lead the BUs financial investment portfolio analysis and resource management in partnership with the business. ... and standardize business processes, address complex business problems, and drive investment decisions for profitable growth. As a key finance business partner,… more
- US Bank (Minneapolis, MN)
- …We are seeking experienced portfolio managers to join our Portfolio Management and Underwriting team, supporting various investment fund strategies. ... the private equity fund industry. We provide direct equity investment as well as subscription credit facilities to private...to work directly with private equity clients, lead strategic portfolio initiatives, and contribute to the growth of a… more
- Wells Fargo (Carlsbad, CA)
- …with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the ... **About this role:** This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies… more
- Wells Fargo (Charlotte, NC)
- …Industries Healthcare team, you will lead / support the underwriting and portfolio management of credit facilities for healthcare companies covered by Commercial ... articulate the credit thesis, risks, mitigants, and recommended structure. + Portfolio Management: oversee the production of quarterly reviews, variance analyses,… more