- City National Bank (Los Angeles, CA)
- * PORTFOLIO MANAGER III- AFFORDABLE HOUSING* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term ... to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. * This… more
- BMO Financial Group (KS)
- …share of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive ... and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- … portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional ... to gather data to assist Financial Advisors in preparing responses to client or prospect requests. * Creates portfolio /equity snapshots, researches investments… more
- City National Bank (Los Angeles, CA)
- * PORTFOLIO MANAGER I - Renewable Power...their clients' credit needs with an elevated level of client service and credit acumen to address their needs ... & Project Finance* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the *Renewable...credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and… more
- Wellington (Boston, MA)
- …that reflect both firmwide research insights and the specific objectives of FRM custom client mandates. This portfolio manager will also be a strategic ... billion in assets. Within our fixed income platform, we are seeking a Fixed Income (FI) Portfolio Manager (PM) to work with the FRM team and help drive the… more
- CBRE (Honolulu, HI)
- Senior Transaction Manager - High Tech Client Job ID 253350 Posted 09-Jan-2026 Service line Advisory Segment Role type Full-time Areas of Interest ... to contribute to groundbreaking innovation? CBRE is seeking a Senior Transaction Manager to support the success...renewals, sales, acquisitions and dispositions on behalf of the client . Their portfolio of properties includes office,… more
- City National Bank (Charlotte, NC)
- *SSG PORTFOLIO MANAGER III* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team within CNB's workout group known as ... Special Situations or SSG. Such portfolio consists primarily of criticized and classified C&I, Investor...needs and provide tailored credit solutions. Participate in joint client interaction with Relationship Manager (s). WHAT DO… more
- Capital One (Jackson, MS)
- Senior Manager , Client Development Affiliate Marketing - Capital One Ad Solutions (Remote) Capital One Ad Solutions is looking for a Senior Strategic ... Capital One Ad Solution's suite of products. In this client -facing role, the team is looking for a highly...worked. Remote (Regardless of Location): $161,500 - $184,300 for Senior Manager , Capital One Ad Solutions Richmond,… more
- City National Bank (El Segundo, CA)
- * CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining ... the client relationship after the sale. This will include consultation,...relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of recording gain/loss,… more
- Principal Financial Group (Des Moines, IA)
- …a Sr Portfolio Manager in the development and execution of portfolio strategy and tactical plans aligned with client and General Account risk/return ... **What You'll Do** We are seeking an Associate Portfolio Manager to join our Private.... In this role, you will partner closely with senior Portfolio Managers to help develop and… more