- LTD Global (Livermore, CA)
- …products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local ... and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting… more
- PNC (Philadelphia, PA)
- …with PowerBI, Python, SQL and Hadoop * Working and advance understanding of MSCI ( Wealth Manager + BarraOne), Bloomberg and FactSet * CFA/FRM preferred **Job ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment visas or participate… more
- Wellington (Boston, MA)
- …reviewing work prepared by our third-party administrator, including: + Complex private portfolio company and/or private credit transactions + Waterfall and ... reporting. The team supports multiple vintages of Wellington's private equity, private credit , and co-investment funds with over $9.1 billion in PE assets and… more
- JPMorgan Chase (New York, NY)
- …technical and business areas + A passion for problem solving and improving the portfolio manager and client experience. + High attention to detail, strong ... of client capital invested across hedge funds, private equity, private credit , real estate and direct investments/co-investments, the Global Alternatives Investment… more
- Bank of America (Plano, TX)
- …Credit Operations:** Responsible for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management ... booking and initial loan funding + Works closely with Credit and Portfolio Officers, agency management, internal...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Citizens (New York, NY)
- …long-term client loyalty. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more
- Comerica (Dallas, TX)
- …to existing customers. Works closely with TM Sales Officer and Relationship Manager to understand the client's business environment, strategies and industry to ... peer results and new / enhanced treasury management products to identify portfolio sales opportunities. Sales Support Prepares, organizes and responds to Request for… more
- Citizens (Boston, MA)
- …Social team, supporting the fast-paced creative needs of our Private Bank and Private Wealth business. This role will be responsible for partnering with the team to ... meet the specific needs of Private Bank and Private Wealth audiences. + Collaborate with the in-house creative team...opportunities for creative. + Additional requests as assigned by manager . Qualifications + 5-7 years of experience in graphic… more
- Neuberger Berman (New York, NY)
- …equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform ... We also understand that for some clients, the impact of their portfolio is an important consideration in conjunction with investment performance. The Stewardship… more
- First Horizon Bank (Houston, TX)
- …customers one opportunity at a time. **Summary:** The Specialized Lending ACCOUNT MANAGER I (Loan Closing Officer - LCO) partners with the Relationship Officers, ... Portfolio Managers and the Syndication Team to facilitate the...Participant/Investor. The LCO ensures all documents support the approved credit request for a timely and well-coordinated closing. These… more