- Citizens (New York, NY)
- …leader to set and execute the end‑to‑end strategy for Underwriting & Portfolio Management (U&PM) technology. This role serves as the experience co-owner for ... standards, reliability, security, and lifecycle management across the application portfolio . Responsible for providing business requirements in coordination with… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Insurance Fund, State Title Private Markets Assistant Portfolio Manager Occupational Category Other Professional Careers Salary Grade NS Bargaining ... investment opportunities in its growing, internally managed private markets portfolio . Salary will be commensurate with experience.Responsibilities include, but are… more
- Woodforest National Bank (Houston, TX)
- …a part of one of the largest employee-owned banks in the country! The Portfolio Manager I - participates in the underwriting and loan summary preparation and ... on-going portfolio management related to Credit facilities. Conducts the underwriting...loan analysis and loan compliance reviews with the credit analyst prior to distribution and evaluates completeness of risk… more
- CIBC (Miami, FL)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a Group Portfolio Manager within Commercial Banking, you will play a pivotal ... analysts, and leading the oversight of managing a credit portfolio . **How you'll succeed** + ** Portfolio Management...+ Leverage external tools like CapitalIQ, FactSet, Moody's Risk Analyst and Excel along with CIBC"s proprietary tools, to… more
- Commerce Bank (St. Louis, MO)
- …This Job The main purpose of this job is to manage a team of Portfolio Managers, Portfolio Management Associates and Investment Assistants. This position will be ... + Meet with assigned CTC clients on a regular basis, providing portfolio and investment reporting and make investment recommendations as appropriate. Provide… more
- M&T Bank (Buffalo, NY)
- **Overview:** Oversees all aspects of Participation Servicing for an assigned portfolio where the Bank sells or buys participation loans. Ensures all payments, ... all customer facing exceptions. Ensure accurate accounting of transactions required to keep portfolio up to date. Work with servicer to correct identified errors and… more
- Commerce Bank (Columbia, MO)
- …and resources, objective advice, customized solutions and unparalleled service. As a Portfolio Manager I, you'll meet with assigned clients on a regular basis, ... providing portfolio and investment reporting and making investment recommendations as...bank or investment management experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred… more
- City National Bank (Houston, TX)
- * PORTFOLIO MANAGER* WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, ... Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor...of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S… more
- MUFG (New York, NY)
- …will report to both Head of GCIB Latin America and Head of Portfolio Management Latin America. The ideal candidate should have strong project management skills, ... The main responsibilities will include, but may not be limited to: ** Portfolio Management Administration** + Generate GCARS (Global Credit Application Risk System)… more
- M&T Bank (Wilmington, DE)
- …portfolio management and/or research experience CFA (Chartered Financial Analyst ) or CPA (Certified Public Accountant) designation \#LA-LI1 \#Wilmingtontrust M&T ... for clients. Responsible for the investment performance of a portfolio or model, either alone or as a team...a team member for the investment performance of a portfolio or model. Ensure activities adhere to established investment… more