- Banco Popular Puerto Rico (New York, NY)
- …York, NY, US, 10004 Company: Popular Workplace Type: On-site Commercial Relationship Officer - Business Banking Business Banking NYM Responsible for developing and ... growing a commercial client portfolio , focused on the small and medium enterprise client...the objectives of the Bank + Confidently build effective, trust -based relationships with clients by listening and uncovering their… more
- Moses/Weitzman Health System (Middletown, CT)
- …mission, the health system seeks a creative and experienced Chief Technology Officer to lead its Information Technology function across multiple clinical and ... and operating procedures. + Identify and assess opportunities for IT investment in systems and resources, including staffing, sourcing, purchasing, and in-house… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: Corporate Banking Loan Officer Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's ... corporate service (ie, Treasury Management,) + Manage existing loan portfolio to ensure credit quality and to minimize loan...banking (ie: Lending Products, Depository and Cash Management and Trust Services.) + 5 - 10 years' commercial lending… more
- CalSTRS (Sacramento, CA)
- … Portfolio Manager - Direct Investments will participate in co- investment underwriting (primary and secondary), assist in sourcing co-investments, and monitor ... We do this by establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to… more
- Commerce Bank (St. Louis, MO)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make ...investment portfolios, work with the client and administrative officer as appropriate + Provide information to clients regarding… more
- First Horizon Bank (Knoxville, TN)
- …listed in job posting **Summary** Portfolio Manager / Business Development Officer at Registered Investment Adviser with $1.5 billion in assets under ... manager for clients: establishing investment objectives, managing the client investment portfolio , providing regular reporting, and conducting client meeting… more
- The Chicago Community Trust (Chicago, IL)
- …and annual audits and 990 filings. Manage the accounting for investments of the Trust that include a diverse portfolio of asset types with funds totaling ... Job Descriptions: Title: Controller Department: Finance Reports to: Chief Financial Officer FLSA Status: Exempt Salary Range: $155k to $210k Position Summary:… more
- Lilly (Indianapolis, IN)
- …Benefit Investments Team within Global Treasury. Reporting to the Treasurer, the Chief Investment Officer leads a team of ten professionals, and is responsible ... $10 billion in retirement benefit plan liabilities. **Major Responsibilities Include:** ** Investment Strategy & Portfolio Management** + **Lead investment… more
- Zions Bancorporation (El Segundo, CA)
- …when primary relationship managers are unavailable. + Acts as primary account officer on assigned transactions within the portfolio , including maintaining ... Associates at California Bank & Trust work in a relationship-centered culture where they...Essential Functions: + Responsible for managing and servicing a portfolio of existing credits, including monitoring borrower reporting requirements… more
- First Horizon Bank (New Orleans, LA)
- …portfolios by identifying trends and alerting management to changes in portfolio conditions. Partners with relationship managers to finalize credit package terms, ... reviews and renewals while communicating with Relationship Managers and Portfolio Managers. This position will also contribute to the...attention of a supervisor, or the Bank Secrecy Act Officer . Follow all Bank policies and procedures to ensure… more