Portfolio Officer

The Portfolio Officer – Specialty Finance is responsible for assisting in the maintenance of credit quality for the commercial loan portfolio and accounts for either Specialty Finance and/or the Commercial segments. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and credit risk management...

Portfolio Management OfficerCommercial Lending PortfolioJob Summary:Responsible for loan monitoring during the life cycle, including internal and external reporting requirements, company news, and press releases. Maintains the Commercial Loan Portfolio and provides support as detailed below.Essential Responsibilities:Facilitates credit underwriting and...

We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes. You will be responsible for the following responsibilities: Support PM's in all administrative tasks to provide white-glove service to clientsAssist in preparing investments plans for individual client portfolios based on client...

Job SummaryAs a Senior Portfolio Manager at Bank OZK, you will be responsible for managing client portfolios, including asset management, research, and analysis for various investment products. This role requires a deep understanding of investment strategies and the ability to effectively communicate with clients and internal partners.Key...

Rockland Trust is looking for a Commercial Portfolio Manager to join the team in Peabody.DescriptionThe Portfolio Manager role is credit orientated reporting on a solid-line basis to the Commercial Credit Officer. Portfolio Managers are typically assigned to and support specifically designated Lending Officers and their respective loan portfolios....

Top-Tier Investment Management firm in Charlotte, NC is seeking multiple Portfolio Administrators for permanent positions!Responsibilities:Research and remediate reconciliation discrepancies daily. Requires close and frequent communication (email and phone) with counterparts at custodial banks and internal settlement team.Prepare and distribute all month-end...

At Houston Methodist, the IT Portfolio Manager position is responsible for planning, directing, and coordinating a collection of projects, programs and operational work to fulfill strategic business objectives of an organization within prescribed time frame, funding parameters and requirements. Organizes and prioritizes the portfolio of activities directly...

Job SummaryWe are seeking a highly skilled Portfolio Manager to oversee our commercial and small business loan portfolio. The ideal candidate will have a strong background in credit underwriting, accounting, and loan documentation, with excellent interpersonal and social skills to interact with loan officers, administrative staff, and customers.Key...

We are looking for a Portfolio Manager & Reporting Lead who can take on administrative responsibilities along with Portfolio Management and Reporting leadership for the tool. This is a 6-month contract to hire. Onsite 4 days a week in Downtown Denver (office will be relocating to Cherry Creek in a couple of months). The office environment is an open concept...

Job SummaryThe Regional Property Manager is responsible for overseeing the performance and profitability of a portfolio of residential community properties within a designated region. This includes managing budgets, expenses, and financial goals while providing exceptional service and support to owners and residents.Key ResponsibilitiesDevelop and implement...

Job Summary:The Client Portfolio Manager role at State Street Corporation is a senior-level position that defines the client commercial strategy within a portfolio of assigned clients, ensuring alignment with the broader cluster strategy. This role is responsible for allocating resources within their portfolio to achieve the commercial goals set by the Chief...

Dalfen Industrial is looking for an Associate Portfolio Manager to join the Dallas team. This role will be responsible for strategic planning, financial analysis, reporting, and overall fund management. The Associate Portfolio Manager will report to the VP of Portfolio Management.Position ResponsibilitiesPortfolio Strategy: Track investment objectives, asset...

Position Summary: Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and...

Exceptional opportunity to join a prestigious, rapidly expanding investment firm in Boston. This role offers direct engagement with senior leadership, the chance to guide junior team members, and the ideal setting for advancing your career in a dynamic, fast-paced environment.Senior Associate, Client OperationsThis role is responsible for overseeing client...

Job DescriptionThis is a Hybrid Telework opportunity.As a FP&A Lead for the USW Portfolio, you will have primary responsibility for coordination of activities to include Long Range Plans, Operating Plans, monthly outlooks, quarterly EACs/CSRs, month-end closing, monthly financial reviews, IDRs, balance sheet reviews, orders bookings, billing issues, manage...

Local candidates only, hybrid, some onsite required (onsite 2 days/week, or for meetings)• Work location: 2011 N. Soto St Los Angeles, CA 90032• Campus or Medical Enterprise: Medical Enterprise• Duration of Assignment: Direct Hire• Work hours: 8-5pm• Dress code: Business CasualMust HavesBachelor's degree in Information Systems, Information...

We are seeking an experienced Portfolio Manager. The successful candidate will work closely with boards, property owners, and vendors to ensure that all properties under their management are well-maintained, compliant with regulations, and operating efficiently. After the 90-day probationary period employee can work remotely.Key Responsibilities:Coordinate...

Our client in the technology industry is seeking a Program Sales Portfolio Analyst to join their team. As a Sales Portfolio Analyst, you will be part of the Program Architecture organization supporting Sales and Sales Operations systems and tool design. The ideal candidate will have experience communicating with Director and above leadership, program...

Job Title: Commercial Insurance Portfolio ManagerAs a Commercial Insurance Portfolio Manager at CPS, you will play a key role in managing a diverse portfolio of commercial insurance accounts. Your primary responsibility will be to serve as the primary contact for your clients, building strong relationships and delivering exceptional service.Key...

Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses succeed. As a service and support representative, you'll be the primary point of contact for Wealth Management clients, working closely with Portfolio Managers to resolve client issues and provide exceptional service.You'll be responsible for handling day-to-day client...