- Bank of America (Allentown, PA)
- CVL Dealer Sales - Retail Client Manager Allentown, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make ... increasing Auto & RV applications and loan production. The Retail Client Manager will prospect...and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained.… more
- Tompkins Community Bank (Mount Kisco, NY)
- …and take ownership of conversations with clients to ensure understanding of their portfolio 's performance. + Participate in client meetings, upon request, to ... call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager...Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio … more
- MUFG (Boston, MA)
- …over the past four years in the Americas and is an industry leader. The Portfolio Manager role involves the following: + Perform underwriting activities for new ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- First Horizon Bank (Houston, TX)
- **Description** **Location** **: Onsite listed in the posted (Houston, TX).** **Summary:** The Portfolio Manager - PRO CRE will be responsible for preparing ... comprehensive credit analysis on commercial real estate loans. In addition, the Portfolio Manager will be responsible for monitoring the real estate portfolio… more
- First Horizon Bank (Knoxville, TN)
- … manager for clients: establishing investment objectives, managing the client investment portfolio , providing regular reporting, and conducting client ... **Description** **Location:** On site at location listed in job posting **Summary** Portfolio Manager / Business Development Officer at Registered Investment… more
- Wellington (Boston, MA)
- …interacting with clients across institutional and retail channels to drive sales. The portfolio manager will work with and be supported by other members of ... Credit team, we are seeking an experienced Fixed Income Portfolio Manager (Bank Loans) in our Boston...bank loan book of business, including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual… more
- APTIM (WI)
- **Job Overview:** APTIM's Energy Transition team is seeking an experienced **Business** ** Portfolio Manager ** to support Wisconsin's Focus on Energy Program. ... required. This role will report to the Senior Energy Portfolio Manager . APTIM's work in Wisconsin has...Our technical experts deliver highly innovative projects and complex client solutions providing the full breadth of energy solutions… more
- First Horizon Bank (Brentwood, TN)
- …On site at location listed in job posting **Summary** The Corporate Healthcare Banking Portfolio Manager assists in the assessment of risk and management of the ... portfolio . Partners with Relationship Managers, Credit Analysts and Client Specialists to grow and develop a high quality...risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.… more
- First Horizon Bank (Orlando, FL)
- **Description** **Location:** **On site in Orlando, FL** **SUMMARY** The Portfolio Manager assists in the assessment of risk and management of the Bank's loan ... risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.**...ensure an accurate risk assessment and thorough underwriting.** **Answer client questions; ensure all data is accurate for loan… more
- BMO Financial Group (Green Bay, WI)
- …positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group. ... RMs & PMs will be responsible to drive new client acquisition and growth in the market share across...& PMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well… more
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