- Allied Universal (New York, NY)
- …customers we serve. Allied Universal is currently seeking a Client Portfolio Manager to lead operations for a large commercial real estate client in ... New York City. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships,… more
- Truist (New York, NY)
- …authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead. + Mentors and coaches Analysts, Associates, and ... credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Supplements analysis… more
- US Bank (New York, NY)
- …you excel at-all from Day One. **Job Description** Partners with assigned Relationship Manager (s) to successfully manage ICG Credit PM 3 - Professional Services and ... all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing relationships,… more
- Citizens (New York, NY)
- …insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, ... and portfolio management of new and existing commercial ...+ Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager ,… more
- Huntington National Bank (New York, NY)
- …borrower, agent banks, credit, etc., while demonstrating command of the subject matter. The Portfolio Manager role is client facing, and the candidate should ... growth, it is seeking to add an Associate - Portfolio Manager who is capable of leading...streams. Basic Qualifications and Skills: + 2+ years of commercial portfolio management experience + 1+ Technology,… more
- JPMorgan Chase (New York, NY)
- …Family Office clients. They will serve as the primary portfolio manager for multi-asset solutions delivered to this client base. **Job Responsibilities:** ... seek someone who blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager . + Must excel at… more
- JPMorgan Chase (New York, NY)
- …accounts (UMAs), active strategy tax-overlay, and passive direct-indexing. As a Tax-Smart Portfolio Manager - Vice President, you will focus on partnering ... managed investment strategies. **Your responsibilities will include:** + Daily portfolio management tax-aware separately managed account (SMA) portfolios, with the… more
- JPMorgan Chase (New York, NY)
- …client experience through an engaging and proactive sales approach. As a senior Municipal Portfolio Manager on our Fund and ETF team, you will help manage our ... internal/external stakeholders. + Contribute to the ongoing development of portfolio and risk management tools. **Required qualifications, capabilities and skills**… more
- JPMorgan Chase (New York, NY)
- …skills** + CFA Charter-holder preferred + Ideal experience as a research analyst, portfolio manager or banker JPMorganChase, one of the oldest financial ... and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process. **Job… more
- City National Bank (New York, NY)
- …Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and ... *RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops...and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial… more
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