- Citigroup (Wilmington, DE)
- The Credit Portfolio Senior Officer I is a senior -level position responsible for leading activities including credit review, credit approvals and monitoring ... and report on initiatives, performance results, emerging trends and opportunities to senior management + Establish cross-functional partnerships and networks in… more
- BMO Financial Group (Chicago, IL)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- Citigroup (New York, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and ... As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related...**Be a strategic partner** **to broader CIO Team** (research, portfolio management , the Lab, product) on messaging,… more
- T. Rowe Price (Baltimore, MD)
- …the strategies. Responsibilities + Portfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through ... cash flow management + Work with internal systems designed for portfolio management and trade modeling + Coordinate with the analysts, portfolio … more
- Principal Financial Group (New York, NY)
- **What You'll Do** We are looking for a Senior Portfolio Associate to join our team! This role is responsible for providing comprehensive operational support to ... in financial markets with exposure to fixed income including investment strategies, or portfolio management + Advanced proficiency in Excel **Skills That Will… more
- Edward Jones (St. Louis, MO)
- …to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio management and oversight. We take on the complexity of ... accordance with firm policy + 5+ years' experience in investment analysis, portfolio management and/or extensive industry experience preferred + Solid knowledge… more
- KeyBank (Tarrytown, NY)
- …business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client Focus** - Is dedicated to ... + Office equipment, MS Office Suite + Trust accounting system and portfolio management system. **TRAINING REQUIRED** + On the job and as required to… more
- Truist (Atlanta, GA)
- …Real Estate, Corporate Banking, Working Capital and other Truist product offerings. Portfolio Management : Accountable for and manages assigned portfolio ... direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers,… more
- The Hartford (Hartford, CT)
- …identifying opportunities to leverage generative AI and other emerging technologies within portfolio management and delivery processes. + Supports vendor ... with audit, regulatory, and non-discretionary needs Qualifications: + 3 years' of portfolio management experience or equivalent leadership experience. + 3 years'… more
- Truist (New York, NY)
- …of credit relationship/project performance and monitoring activity to include overall portfolio management and understanding of current industry and market ... a collaborative team environment. **Preferred Qualifications:** + 10+ Years of portfolio management and client relationship experience. + Intermediate knowledge… more