The Portfolio Manager is responsible for working with an assigned commercial loan portfolio to manage loan renewals, loan extensions, collection of financial statements, credit underwriting/ evaluation, loan structuring, and exception monitoring. The Portfolio Manager also works closely with the Special Assets Manager to manage the Bank's high risk loans including remedia

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Manager. You'll be positioned for a great career! Job Descript

The selected candidate will provide moderately complex to complex technical support for Document Management. First point of contact for issues and initiatives related to systems, tools, and applications supported by the work group. Duties are varied and include production support and troubleshooting, application maintenance, and monitoring. May coordinate and execute test

Support Portfolio Managers with daily portfolio analytic reports. Provide daily support for internally developed portfolio and risk management system Maintain, update, and develop spreadsheets to support models, provide for presentations and meet reporting needs. Complete weekly, monthly, and quarterly tasks that include portfolio characteristics, return information, perf

What The Role Is The Portfolio Manager has a primary responsibility to underwrite, structure, document and monitor an assigned portfolio of commercial loans, under the supervision of the Commercial Loan Division Manager and in partnership with credit, appraisal and loan operations department, credit administration and lending administration. They also act as an extension

Senior Associate, Anti Money Laundering/Prevention/Know Your Client Bring your ideas. Make history. BNY Mellon offers an exciting array of future forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the

Perkins Coie is seeking a qualified, dynamic individual to take on the role of the Investment Officer (IO) supporting the Investment team (the Chief Investment Officer (CIO) and Senior Investment Officers (SIOs) of Perkins Coie Trust Company) in all aspects of investment management and compliance including trade execution, investment research and analysis, performance mea

page #LI CV1 #LI Remote Please see job description PI240932575

Senior Portfolio Manager General Accounts Remote Apply now Job no 503052 Work type Full Time Regular Location Remote Categories Investment Management The Senior Portfolio Manager contributes to the growth and profitability of Corporate invested assets through development, implementation and successful execution of strategic portfolio construction and tactical asset alloca

for Level III Manage and/or mentor Securities Analysts to support investment activities Manage and/or mentor Portfolio Manager I or II level positions Make presentations on behalf Trustmark to professional groups, industry associations, or other venues. Lead the development of new investment management tools and solutions Coordinate with other units of Trustmark on delive

Job Title AVP Portfolio Manager , Sponsor Finance Location CityScape What you'll do The Portfolio Manager position is responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex C&I loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to m

Level Experienced Job Location Walnut Creek 1 Walnut Creek, CA Position Type Full Time   Salary Range $125,000.00 $140,000.00 Salary Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and w

The Portfolio Manager is responsible for managing and growing a portfolio of dealer clients with lines of credit that range from $50,000 to $2,500,000 within the El Paso, Texas geographic territory . The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying

Utilize daily new customer report and import information into new customer risk scoring and rating tool. Review results from the output of the new customer risk scoring tool to identify new high risk customers that need to be scheduled for a 90 day Enhanced Due Diligence review. Review the output from the new high risk customer risk scoring tool to identify restricted or

AML/KYC/Prevention Prepares basic and more detailed risk profiles for moderately complex clients and conducts periodic reviews of client profiles for renewal. Gathers information from independent research, online tools or directly from the relationship manager in order to populate risk profiles for new or existing clients. Performs due diligence to ensure accuracy of info