Current jobs related to Portfolio Manager - Pasadena - East West Bank

  • Portfolio Manager

    4 weeks ago


    Pasadena, United States The Ladders Full time

    Summary This position will serve as a key support function for the production officers of the Commercial Banking area and the Chief Banking Officer, focusing on developing and maintaining commercial lending and depository relationships for the Bank. This position will aid in the management of the bank's global commercial portfolio by participating in...


  • Pasadena, California, United States Alexandria Real Estate Equities Full time

    **Job Summary** The Senior Accountant – Corporate Accounting will be responsible for performing accounting duties for a portfolio of commercial real estate assets and supporting the portfolio asset services team. This role will involve analyzing financial data, preparing financial reports, and providing accounting and financial analyses support to the...


  • Pasadena, California, United States Shuster Advisory Group, LLC Full time

    Portfolio Manager at Shuster Advisory Group, LLCAre you a seasoned portfolio manager seeking a new opportunity? Shuster Advisory Group, LLC is on the lookout for a skilled professional to enhance our team and provide innovative insights into our initiatives. In the role of portfolio manager, you will be instrumental in overseeing a substantial portfolio,...


  • Pasadena, Texas, United States b1BANK Full time

    Job SummaryThis role serves as a key support function for the production officers of the Commercial Banking area and the Chief Banking Officer, focusing on developing and maintaining commercial lending and depository relationships for b1BANK. The successful candidate will aid in the management of the bank's global commercial portfolio by participating in...


  • Pasadena, Texas, United States b1BANK Full time

    Job SummaryThis role serves as a key support function for the production officers of the Commercial Banking area and the Chief Banking Officer, focusing on developing and maintaining commercial lending and depository relationships for b1BANK. The successful candidate will aid in the management of the bank's global commercial portfolio by participating in...


  • Pasadena, California, United States East West Bank Full time

    Job Title: Commercial Banking Relationship ManagerAt East West Bank, we are seeking a highly skilled Commercial Banking Relationship Manager to join our team. As a key member of our commercial lending group, you will be responsible for developing and maintaining relationships with middle market and commercial customers, managing existing loan portfolios, and...


  • Pasadena, California, United States East West Bank Full time

    Job Summary:As a Relationship Manager at East West Bank, you will play a critical role in building and maintaining strong relationships with our middle market and commercial customers. This position requires a unique blend of business acumen, financial expertise, and exceptional communication skills. If you have a passion for delivering exceptional customer...


  • Pasadena, California, United States Amalgamated Bank Full time

    Position Overview:As a Credit Risk Analyst at Amalgamated Bank, you will engage in evaluating and financing transformative projects aimed at fostering a more equitable and inclusive society. Our mission is to address critical social challenges by leveraging finance as a means to actualize our clients' visions for a better future.Key Responsibilities:In this...


  • Pasadena, California, United States Unavailable Full time

    About the RoleWe are seeking a seasoned Relationship Manager to join our Private Equity business in the Western U.S. This individual will work closely with our Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with a variety of private capital firms.Key ResponsibilitiesGrow...


  • Pasadena, California, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled Senior Business Banking Relationship Manager to join our team at Bank of America. As a key member of our commercial banking team, you will be responsible for providing expert financial solutions to complex business clients and prospects.Key ResponsibilitiesManage an extensive portfolio of complex clients and...


  • Pasadena, California, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our organization, you will be responsible for managing and growing an assigned portfolio of mass affluent clients, providing personalized attention to uncover their specific financial needs and goals.Key...


  • Pasadena, California, United States Unavailable Full time

    About the RoleWe are seeking a seasoned Relationship Manager to join our Private Equity team in the Western U.S. This individual will work closely with our Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with private capital firms.As a key member of our team, you will be...


  • Pasadena, California, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and execute...

  • Client Manager

    2 days ago


    Pasadena, California, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Client Manager to join our team at IMA Financial Group. As a Client Manager, you will be responsible for managing a book of business worth $800k in revenue, processing renewals and new business, and maintaining accurate records.Key ResponsibilitiesManage a portfolio of clients and develop...

  • Photography Manager

    1 month ago


    Pasadena, United States A Leading Role Full time

    Company DescriptionA Leading Role is a luxury dress-up brand that offers high-quality fantasy apparel and accessories for all ages. Founded in 2018, A Leading Role quickly gained recognition by collaborating with Gigi Hadid to reinvent the FAO Schwarz toy soldier uniform. Since then, A Leading Role has acquired licensing deals with Sanrio/Hello Kitty,...

  • Photography Manager

    3 weeks ago


    pasadena, United States A Leading Role Full time

    Company DescriptionA Leading Role is a luxury dress-up brand that offers high-quality fantasy apparel and accessories for all ages. Founded in 2018, A Leading Role quickly gained recognition by collaborating with Gigi Hadid to reinvent the FAO Schwarz toy soldier uniform. Since then, A Leading Role has acquired licensing deals with Sanrio/Hello Kitty,...

  • Photography Manager

    3 weeks ago


    pasadena, United States A Leading Role Full time

    Company DescriptionA Leading Role is a luxury dress-up brand that offers high-quality fantasy apparel and accessories for all ages. Founded in 2018, A Leading Role quickly gained recognition by collaborating with Gigi Hadid to reinvent the FAO Schwarz toy soldier uniform. Since then, A Leading Role has acquired licensing deals with Sanrio/Hello Kitty,...

  • Photography Manager

    1 month ago


    Pasadena, United States A Leading Role Full time

    Company DescriptionA Leading Role is a luxury dress-up brand that offers high-quality fantasy apparel and accessories for all ages. Founded in 2018, A Leading Role quickly gained recognition by collaborating with Gigi Hadid to reinvent the FAO Schwarz toy soldier uniform. Since then, A Leading Role has acquired licensing deals with Sanrio/Hello Kitty,...


  • Pasadena, California, United States East West Bank Full time

    {"Overview": "At East West Bank, we are seeking a seasoned Relationship Manager to join our Private Equity business in the Western U.S. This individual will work closely with our Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with private capital firms.As a key member of...


  • Pasadena, California, United States International Search Consultants Full time

    Wealth Management Consultant RoleInternational Search Consultants is on the lookout for a Wealth Management Consultant to enhance our team. This position focuses on collaborating with Ultra-High Net Worth Individuals and Families, delivering tailored financial solutions that meet their unique needs.Key Qualifications:Relevant certifications such as CTFA,...

Portfolio Manager

4 months ago


Pasadena, United States East West Bank Full time

Introduction:
Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.

Overview:
We are seeking a Portfolio Manager

**Responsibilities**:
Assist the Relationship Managers in a) organizing, managing and overseeing the loan portfolio and related banking business, b) supervising Credit Analysts, and c) assessing the ongoing credit risk and quality
- Primary day-to-day contact to respond to requests and questions from existing clients
- Work closely with underwriting colleagues (including other Portfolio Managers and Credit Analysts) in the Santa Clara office (where other members of the Private Equity group work)
- Prepare credit memorandums for senior management, with comprehensive
analysis, for prospective and existing clients
- May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits
- Request and in conjunction with RM, a) review loan documentation for consistency with credit approval, and b) oversee the Credit Analysts in the loan booking process.
- Monitor loan repayment activities and financial condition of borrowing clients and in conjunction with RM take necessary action to collect past due accounts and ongoing repayment ability of all other accounts.
- May assume overall responsibility for the credit quality of the loan portfolio
- May work with syndicate banks (together with the Relationship Manager) on larger transactions
- May work with regulators and internal auditors to supply informational needs on client reviews
- Manage the renewal process by working with the Relationship Manager, the client, and Credit
- Working in conjunction with Credit Analysts, a) oversee the collection of loan portfolio reporting and compliance with facility covenants, and b) work with Loan Operations to ensure that the reporting is accurately reflected on the Bank’s systems
- Work with Relationship Managers to identify potential opportunities for cross sell of other non-lending banking products
- Perform other duties and special projects as needed
- NOTE: All functions will be in coordination with other team members, and esp. underwriting colleagues, unless specifically stated otherwise

Qualifications:

- Bachelor’s degree or concentration in Accounting, Finance or Business Administration
- Ideally 4-7 years of banking experience, including at least two years of credit portfolio management experience and credit training
- Strong writing and communication skills are critical
- Working knowledge of private equity and the major components of investment vehicles Proficient in the use of Microsoft Office (Word, Excel, and PowerPoint)
- Assertive and self-motivated with the ability to manage multiple projects and tasks simultaneously
- Must be a strong team player
- Flexible

LI-AT1

Compensation: The base pay range for this position is USD $75,000.00/Yr. - USD $130,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.