- CIBC (New York, NY)
- …and current understanding of these concepts in marketing to new clients and the management of the existing portfolio . + Guide and mentor junior bankers in ... by robust financial, business, and market analysis. Review and refine recommendations on credit applications and risk ratings, ensuring alignment with the bank's… more
- Bank of America (Phoenix, AZ)
- …to uncover revenue generation opportunities and ensuring the development of effective risk management strategies. Key responsibilities include working with lines ... Technology. This work closely integrates with business efforts to improve portfolio risk , profitability, performance forecasting, and operational performance for… more
- Thrivent Financial (Minneapolis, MN)
- …in nature. In addition, the research analyst monitors existing investments, manages credit risk , makes recommendations, maintains relative weighting and relative ... assists with the overall maintenance of the Private Placement portfolio . These tasks will be performed with the oversight... recommendations. + Play an active role in managing credit risk in assigned holdings by monitoring… more
- Truist (Atlanta, GA)
- …activities may change from time to time. + Manage a problem loan portfolio consisting of the most complex credit structures, primarily syndicated corporate ... **Please review the following job description:** Manage and maximize return on a portfolio of CIG Classified loans in accordance with Bank policy, procedures and… more
- Chartway Federal Credit Union (Salt Lake City, UT)
- …with members, prospective borrowers, and key referral partners to expand the credit union's commercial lending portfolio . By engaging with clients through ... customized financial solutions. This position requires a comprehensive understanding of credit analysis, risk assessment, and loan structuring. The Commercial… more
- Truist (Jupiter, FL)
- … experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and ... 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients *… more
- T. Rowe Price (Baltimore, MD)
- …/ Research and Trading Research + Transaction Cost Analysis + Enterprise and Portfolio Risk Analysis + Competitive Analysis and Market Intelligence + Predictive ... in an evolving world. As a premier global asset management organization with more than 85 years of experience,...risk -adjusted return enhancement strategies for portfolios + Assess portfolio structure to manage risks of style drift +… more
- Citigroup (Chicago, IL)
- … process including new origination of credit and the monitoring of a credit portfolio *Engaging with clients, prospects, and centers of influence *Citi ... client-related decks *Interacting with partners across the firm, including product, credit risk , in-business controls, legal, marketing, operations, risk… more
- Margaret A. Cargill Philanthropies (Eden Prairie, MN)
- … duration target. Maintain the risk budgeting model and reconcile portfolio analytics including equity factor reports, credit analytics reports, private ... Calculate the daily theoretical profit and loss for the risk premia portfolio by pulling return and...in all of the following. 1. Investment research and/or portfolio management applying quantitative methods including factor… more
- Wells Fargo (Houston, TX)
- …the desk's trading and structuring team to manage these transactions, including risk management , modeling, and obtaining customer flow through deal origination. ... be responsible for overseeing the physical gas desk's Northeast portfolio , managing its market risk from client...trading, sales relationships, and client pricing + Perform daily risk management duties for all aspects of… more