Global Fund Banking Portfolio Management VP1
7 days ago
This role involves managing lending and credit for Venture Capital and Private Equity client relationships within the Global Fund Banking division. Responsibilities include leading due diligence and deal structuring, partnering with Relationship Management for credit product delivery and negotiation, and proactive portfolio management. This role also involves engaging with clients, staying informed of market trends, and leading the structuring, underwriting, and closing of credit products for assigned prospects and clients. A bachelor's degree and 2 years of Portfolio Management experience are required.
Preferred qualifications include:
- Excellent credit analysis and portfolio management skills
- Strong negotiation and communication skills
- Ability to lead due diligence, underwriting, and documentation processes independently
- Able to manage a portfolio of loans proactively and provide guidance to less experienced staff members
First Citizens Benefits programs are available for full-time associates.
-
VP1 Startup Banking Portfolio Manager
3 weeks ago
Boston, Massachusetts, United States CFA Institute Full timeJob Title: VP1 Startup Banking Portfolio ManagerAt First Citizens Bank, we are committed to helping our clients build financial strength that lasts. We are seeking a highly skilled VP1 Startup Banking Portfolio Manager to join our team.Job Summary:The VP1 Startup Banking Portfolio Manager will be responsible for acquiring and managing a portfolio of...
-
VP1-Portfolio Management- Global Fund Banking
3 weeks ago
Boston, United States First Citizens Full timeOverviewThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Boston office.Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial...
-
Portfolio Manager, Bank
7 days ago
Boston, United States gpac Full timeJob Description Here at gpac we are working with a financial institution that is looking for a Banking Portfolio Manager to join their growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients,...
-
Portfolio Manager, Bank
2 weeks ago
Boston, United States Gpac Full timeHere at gpac we are working with a financial institution that is looking for a Banking Portfolio Manager to join their growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert...
-
Senior Portfolio Manager
3 weeks ago
Boston, Massachusetts, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Senior Portfolio Manager to join our Middle Market Banking team at First Citizens Bank. As a key member of our team, you will be responsible for managing a portfolio of complex credit relationships and circumstances, ensuring adherence to regulatory and compliance guidelines.Key Responsibilities:Manage a portfolio...
-
Senior Hedge Fund Analyst
2 days ago
Boston, Massachusetts, United States Wellington Management Full timeAbout the OpportunityWellington Management is seeking a highly skilled Hedge Fund Analyst to join our Global Technology Long/Short fund. As a key member of our investment team, you will be responsible for generating, researching, and implementing investment ideas for the unconstrained portfolio.Key ResponsibilitiesConduct fundamental research to identify...
-
Senior Portfolio Manager
3 weeks ago
Boston, Massachusetts, United States First Citizens Bank Full timeJob SummaryThis is a hybrid role that requires working both inside and outside of a company office. As an Assistant Vice President, you will be responsible for underwriting credit exposure for complex and large credit relationships and managing a Middle Market Banking portfolio. You will also be responsible for managing portfolio risk, adhering to regulatory...
-
Hedge Fund Analyst, Global Software, Long/Short
3 months ago
Boston, United States Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Portfolio Strategist
3 weeks ago
Boston, Massachusetts, United States Natixis Global Asset Management Full timeJob DescriptionJob Title: Portfolio StrategistJob Summary:We are seeking a highly skilled Portfolio Strategist to join our team at Natixis Global Asset Management. As a Portfolio Strategist, you will be responsible for building and maintaining effective relationships with clients, colleagues, and other stakeholders. You will work closely with our team of...
-
Fund Accounting Specialist
3 weeks ago
Boston, Massachusetts, United States Gen II Fund Services Full timeFund Accountant Job DescriptionGen II Fund Services, LLC is seeking a highly skilled Fund Accountant to join our team. As a Fund Accountant, you will be responsible for providing accounting services, including preparation and processing of transactions and financial statements with supporting schedules and work papers.Key Responsibilities:Cash processing and...
-
Boston, United States First Citizens Full timeOverviewThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.First CitizensMiddle Market Banking delivers a range of financial solutions to midsize clients through a relationship banking model. The business offers deposit solutions, loans, treasury services and other banking products...
-
Senior Portfolio Accounting Analyst
3 months ago
Boston, United States Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Vice President
4 weeks ago
Boston, United States JPMorganChase Full timeJOB DESCRIPTION J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. J.P. Morgan delivers an end-to-end solution for clients seeking exceptional Treasury services,...
-
Senior Fixed Income Portfolio Manager, AVP
3 weeks ago
Boston, Massachusetts, United States State Street Full timeWe are seeking a highly skilled and experienced Senior Fixed Income Portfolio Manager to join our Fixed Income Beta Solutions Investment Team within State Street Global Advisors in Boston. As a key member of our team, you will be responsible for managing our index fixed income portfolios, bringing market-leading solutions to our clients.The Global Fixed...
-
Senior Fund Accountant
3 weeks ago
Boston, Massachusetts, United States State Street Corporation Full timeAbout the RoleWe are seeking a highly skilled Senior Associate to join our Private Equity and Real Assets Fund Services team at State Street Corporation. As a key member of our team, you will be responsible for preparing, analyzing, and reporting investment and fund performance data for global real estate funds and affiliated entities.Key...
-
Boston, United States CFA Institute Full timeOverviewThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.First Citizens Middle Market Banking delivers a range of financial solutions to midsize clients through a relationship banking model. The business offers deposit solutions, loans, treasury services and other banking products...
-
Senior Fund Treasury
3 months ago
Boston, United States Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
FIXED INCOME CREDIT ANALYST, BANK LOANS
3 months ago
Boston, United States Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Fund Accounting
2 weeks ago
Boston, Massachusetts, United States State Street Corporation Full timeState Street is a leading provider of administrative fund services to Hedge Fund and Private Equity managers within our Alternative Investment Solutions business group.Our team delivers customized service solutions for investment funds with closed-end structures and diverse portfolio investments.This opportunity offers a unique chance to service hybrid hedge...
-
Private Markets Fund Accounting Specialist
3 weeks ago
Boston, Massachusetts, United States State Street Corporation Full timeAbout the RoleWe are seeking a highly skilled Fund Accounting and Administration Officer to join our team at State Street Corporation. As a key member of our Alternative Investment Solutions business group, you will be responsible for delivering customized service solutions for investment funds with closed-end structures and a variety of portfolio...