Current jobs related to Treasury Portfolio Manager - New York - INSBANK

  • Treasury Portfolio Manager

    1 week ago

    New York, New York, United States Oscar Health Full time

    About the RoleThe Treasury Portfolio Manager is responsible for managing the corporate investment portfolio and supporting the execution of treasury strategy. This role assists in setting the corporate investment portfolio strategy, managing the risk of the overall portfolio, and managing relationships with third-party investment managers.The ideal candidate...

  • Treasury Portfolio Manager

    3 weeks ago

    New York, New York, United States INSBANK Full time

    Job SummaryThe Treasury Portfolio Manager is a key role within INSBank's Treasury Management department, responsible for managing the day-to-day commercial deposit relationships of key business clients.Key ResponsibilitiesManage assigned treasury and deposit portfolio, maintaining high product knowledge and identifying cross-sell opportunities.Coordinate...

  • Treasury Manager

    4 weeks ago

    New York, New York, United States Jobot Full time

    Job Title: Treasury ManagerWe are seeking a highly skilled Treasury Manager to join our team at Jobot. As a key member of our finance department, you will be responsible for managing our company's liquidity, capital, and risk, ensuring our financial stability and sustainable growth.Responsibilities:Manage daily cash flow and forecast future position,...

  • Treasury Manager

    2 weeks ago

    New York, New York, United States Jobot Full time

    Dynamic Treasury Manager Needed for Innovative Technology FirmWe are seeking a seasoned Treasury Manager to join our fast-paced technology company. This role is pivotal in managing our company's liquidity, capital, and risk, ensuring our financial stability and sustainable growth.Key Responsibilities:Manage daily cash flow and forecast future position,...

  • Portfolio Manager

    5 days ago

    New York, New York, United States Barclays Full time

    Job DescriptionAs a Portfolio Manager at Barclays, you will be responsible for generating investment ideas and executing them in US Treasury and rates markets. This role requires a strong analytical understanding of risk and profit/losses in the portfolio.Key ResponsibilitiesSupport the head USD portfolio manager in generating investment ideas and executing...

  • Treasury Manager

    1 month ago

    New York, United States Jobot Full time

    Job DescriptionJob DescriptionTreasury Manager, Hybrid, NYC 10016, reply to https://jobot.com/apply/treasury-manager/2023275959?utm_source=ZipRecruiterThis Jobot Job is hosted by: David HyonAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $105,000 - $125,000 per yearA bit about us:Our client is an all-in-one...

  • Regional Luxury Sales Manager, New York Metro

    5 days ago

    New York, New York, United States Treasury Wine Estates Full time

    About the RoleWe are seeking a highly skilled Regional Luxury Sales Manager to join our team in the New York Metro market. As a key member of our sales team, you will be responsible for establishing and delivering our annual luxury sales goals in the designated markets.Key ResponsibilitiesEstablish and deliver annual luxury sales goals in the designated...

  • Debt Portfolio Manager

    1 week ago

    New York, New York, United States Empire State Full time

    Job SummaryWe are seeking a highly skilled Debt Portfolio Manager to join our team at Empire State Development. The successful candidate will be responsible for managing the ESD debt and derivatives portfolio, handling debt and investment analysis and reporting, and working with the Treasurer to manage bond issuance process and related activities.Key...

  • Customer Success Manager

    1 month ago

    New York, United States Modern Treasury Full time

    This position can be based out of San Francisco, New York, or remote (we accept candidates from many states). OVERVIEW We're looking for a Customer Success Manager to join our team. You will be critical to our customers' success as they build, expand, and deepen their relationship with Modern Treasury. You will also help our Engineering, Product, and Design...

  • Senior Treasury Analyst

    4 weeks ago

    New York, New York, United States AIG - American International Group, Inc. Full time

    AIG Treasury OverviewAIG Treasury is a global organization within the Finance division of AIG, responsible for various aspects of the company's financial management.Key ResponsibilitiesLiquidity Management: AIG Treasury manages the company's liquidity to ensure smooth operations and meet financial obligations.Capital Management: The team is responsible for...

  • Senior Investment Portfolio Manager

    2 weeks ago

    New York, New York, United States Metropolitan Transportation Authority Full time

    Job Title: Senior Investment Portfolio ManagerMetropolitan Transportation Authority is seeking a highly skilled Senior Investment Portfolio Manager to join our team. As a key member of our Treasury Department, you will be responsible for managing and optimizing our investment portfolios to maximize returns while minimizing risk.Key Responsibilities:Develop...

  • Treasury Quantification Specialist

    2 weeks ago

    New York, New York, United States Capstone Full time

    About the RoleThe Treasury & Portfolio Finance team at Capstone is seeking a highly skilled Treasury Quantification Specialist to join their team. As a key member of the team, you will be responsible for developing and implementing financing optimization models to improve margin and cost across multiple asset classes and legal agreements.You will work...

  • Treasury Operations Specialist

    5 days ago

    New York, New York, United States Careers at KKR Full time

    Role SummaryThe Global Treasury team at KKR is seeking a highly skilled Treasury Operations Specialist to support day-to-day treasury activities for its investment platforms. This role will involve performing treasury activities related to cash management, wire payments, collateral management, and FX settlements.Key ResponsibilitiesReview balances and...

  • Deputy Director of Treasury

    4 weeks ago

    New York, New York, United States Low Income Investment Fund Full time

    Job Title: Deputy Director of TreasuryWe are seeking a highly skilled and experienced Deputy Director of Treasury to join our team at Low Income Investment Fund. As a key member of our finance team, you will play a critical role in implementing tactical steps, managing and measuring our lending relationships and treasury operations.Key...

  • Treasury Analyst

    4 weeks ago

    New York, New York, United States NBCUniversal Full time

    Job Title: Sr. Treasury AnalystAt NBCUniversal, we're looking for a highly skilled Sr. Treasury Analyst to join our team. As a key member of our Treasury department, you'll play a critical role in providing cash management, forecasting, and oversight, as well as identifying and implementing strategies to mitigate foreign exchange risk across our portfolio of...

  • Treasury Manager Position

    5 days ago

    New Providence, New Jersey, United States Mitchell Martin Full time

    Our client, Mitchell Martin, is a leading company in the musculoskeletal solutions industry. They are seeking a highly skilled Treasury Manager to join their team.Key Responsibilities:Manage the company's treasury functions, including liquidity management, cash reporting, debt covenant compliance, and investment portfolio management.Collaborate with the...

  • Treasury Manager

    3 weeks ago

    New York, New York, United States kay search group Full time

    Treasury Manager Job DescriptionAt Kay Search Group, we are seeking a highly skilled Treasury Manager to join our team. As a key member of our finance department, you will be responsible for managing our global treasury operations, ensuring timely and accurate execution of payments, and developing strategies to optimize cash management.Key...

  • Portfolio Manager

    2 weeks ago

    New York, New York, United States Barclays Full time

    Job SummaryWe are seeking a highly skilled Portfolio Manager - USD to join our team at Barclays Bank PLC in New York, NY. As a key member of our investment team, you will be responsible for generating investment ideas and executing them in US Treasury and rates markets.Key ResponsibilitiesSupport the head USD portfolio manager in generating investment ideas...

  • Regional Luxury Sales Manager, New York Metro

    1 week ago

    New York, New York, United States Treasury Wine Estates Full time

    About UsTreasury Wine Estates is a leading wine company with a rich history and a commitment to excellence. Our portfolio of luxury brands includes Penfolds, Beaulieu Vineyard, and Stags' Leap Winery, among others.About the RoleWe are seeking a highly skilled Regional Luxury Sales Manager to join our team in the New York Metro market. The successful...

  • Treasury Manager

    2 weeks ago

    New York, New York, United States Solomon Page Full time

    Job Title: Global Treasury ManagerWe are partnering with a leading entertainment firm to find a seasoned Treasury Manager. This role offers a unique blend of financial expertise and strategic thinking, with the opportunity to work closely with the Treasurer to drive business growth.Key Responsibilities:Oversee compliance with debt covenants and reporting...

Treasury Portfolio Manager

2 months ago

New York, United States INSBANK Full time

Job Purpose and Skills: The Treasury Portfolio Manager (TPM) is responsible for managing the day-to-day commercial deposit relationships of key business clients. The role will individually perform client calls and support the sales/service efforts of the Treasury Management department by interacting closely with RMs/TM team to identify the ongoing needs of the treasury and deposit relationship. The TPM will work closely with the Treasury Product Analyst on product setups and servicing needs. This position will assist with customer retention efforts by providing a superior level of customer service. Direct contact and support with the business and its key deposit and treasury personnel is required. The TPM will also participate in other sales related initiatives, cross-sell identification, internal and external product training, and support for risk/compliance-related initiatives. Performance of the duties requires strong attention to details, organization, tactful presentation, excellent communication and customer service, and in-depth knowledge of Commercial Banking and Treasury Management solutions. Developing, motivating and influencing others become important when fostering sound relationships. Duties and Responsibilities: Treasury Management Onboarding Serve as the Treasury Management point person responsible for client onboarding and implementation of treasury management services. Coordinate inter-departmental communication on all internal product setups. Portfolio Management - Enhance Client Experience Maintains high product knowledge, particularly with regard to commercial deposit accounts and treasury management suite of products. Manage assigned treasury and deposit portfolio. Individually and partner with RMs/Treasury to perform sales calls. Assists with preparing and analyzing relationship reviews for existing clients. Identifies cross-sell opportunities, anticipates future needs and areas of improvement for overall relationships. Client Service Provide prompt, efficient and accurate customer service. Resolve day to day service issues while identifying potential broader service interruptions above the initial issue. Perform account maintenance, research and escalate issues as necessary. Collaborate with Treasury team to resolve treasury related issues. Other Key Job Functions: Adhere to all bank and department personnel policies and procedures Support technology modernization and product development Promptly escalate and provide for support on critical client needs Adopt and adjust to change and its processes Perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required. Required Knowledge, Skills and Abilities: In-depth knowledge of Commercial Banking and Treasury Management solutions Superior customer service skills Excellent verbal and written communication skills - proper and efficient use of email Ability to maintain strictest level of confidentiality Computer proficiency with Microsoft Office Suite of Products Set priorities, plan workloads, meet deadlines and achieve objectives through the efficient use of time and resources Focus on timely follow up