Senior Portfolio Manager
3 weeks ago
We are seeking a highly skilled Portfolio Manager to join our team at JCW, a leading commercial bank. This exciting opportunity will involve overseeing middle market C&I loans and syndicated loans, with a focus on maximizing return and quality.
Key Responsibilities:
- Portfolio Oversight: Ensure accurate and timely documentation of asset and client performance, and maintain ongoing monitoring to identify areas for improvement.
- Asset Management: Actively manage the portfolio to optimize return and quality, and make informed decisions to drive business growth.
- Client Engagement: Foster strong relationships with clients and commercial lenders, and engage in regular dialogue to stay informed about new developments and opportunities.
Requirements:
- Education: Bachelor's degree in Business, Accounting, or Finance, or equivalent experience.
- Experience: Minimum 3 years in a credit-related field, with a proven track record of success.
- Client-Facing Skills: Experience in a client-facing role is highly valued, with excellent communication and interpersonal skills.
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Credit Portfolio Manager
1 day ago
New Canaan, Connecticut, United States JCW Full timeWe are partnering with a dynamic commercial bank to find a seasoned Portfolio Manager to enhance their team. This role will primarily focus on middle market C&I loans, with opportunities to work on syndicated loans as well.Key ResponsibilitiesOversee the documentation and ongoing monitoring of asset and client performance to ensure optimal...
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Investment Portfolio Specialist
4 weeks ago
New Canaan, Connecticut, United States JCW Full timeWe are collaborating with a dynamic and rapidly expanding financial institution to identify a skilled Portfolio Manager. This role primarily focuses on middle-market commercial and industrial loans, with potential involvement in syndicated loan activities.Key ResponsibilitiesManage documentation and continuously assess asset and client...
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Investment Portfolio Supervisor
4 weeks ago
New Canaan, Connecticut, United States JCW Full timeWe are collaborating with a dynamic and rapidly expanding financial institution to identify a Portfolio Manager to enhance their operations. This role primarily focuses on middle market commercial and industrial loans, with potential involvement in syndicated lending as well.Key ResponsibilitiesManage documentation and continuous assessment of asset and...
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Senior Commercial Credit Portfolio Manager
1 month ago
New Haven, Connecticut, United States M&T Bank Full timePOSITION SUMMARYThe Senior Commercial Credit Portfolio Manager is responsible for overseeing and evaluating the credit risks associated with complex commercial loan portfolios and significant loan amounts. This role involves comprehensive financial analysis, industry evaluation, collateral assessment, and cash flow analysis to determine the capacity to meet...
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Senior Tax Accountant
1 week ago
New Canaan, Connecticut, United States Tandym Group Full timeTandym Group is seeking a skilled Senior Tax Accountant to manage external tax service providers and tax calendar deadlines. Key responsibilities include: * Managing and reviewing funds' and portfolio companies' tax distributions and calculations * Assisting with tax payments process and records * Providing support with tax notices * Assisting with...
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Senior Tax Accountant
1 week ago
New Canaan, Connecticut, United States Tandym Group Full timeA leading financial services firm, Tandym Group, is seeking a highly skilled and analytical professional to fill the role of Senior Tax Accountant.Key ResponsibilitiesManage and review tax distributions and calculations for funds and portfolio companies.Oversee tax payments process and records, ensuring accuracy and compliance.Provide support with tax...
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Portfolio and Grant Financial Manager
4 weeks ago
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Portfolio Manager
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Portfolio Manager
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Product Manager for Securities Portfolio
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Insurance Portfolio Manager
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Senior Accounting Professional
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New Canaan, Connecticut, United States Complete Staffing Full timeJob SummaryWe are seeking a highly skilled Senior Accountant to join our team at Complete Staffing. As a key member of our accounting department, you will be responsible for providing financial expertise and guidance to our clients.Key Responsibilities:Prepare and review financial statements, including balance sheets and income statements.Conduct financial...
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Senior Relationship Manager
6 days ago
New Britain, Connecticut, United States TD Bank Full timeJob Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at TD Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, providing them with tailored financial solutions to meet their business...
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Senior Relationship Manager
6 days ago
New Britain, Connecticut, United States TD Bank Full timeJob Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at TD Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our customers, providing them with tailored financial solutions to meet their business...
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Risk Management Professional
4 weeks ago
New Canaan, Connecticut, United States Bankwell Full timeAbout BankwellBankwell is a commercial banking institution with a significant asset base, serving the financial needs of businesses and individuals. Our organization prides itself on delivering high-quality banking services with a personal touch, leveraging the expertise and dedication of our experienced team of professionals. We excel in providing tailored...
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Senior Account Manager, Peripheral
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Portfolio Manager, Roberts Innovation Fund
2 weeks ago
New Haven, Connecticut, United States Yale University Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Portfolio Manager to join our team at Yale University. The successful candidate will play a crucial role in supporting the management and growth of the portfolio associated with the Roberts Innovation Fund, a lab-to-market faculty accelerator program designed for the Yale School of Engineering...
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Operational Risk Management Specialist
4 weeks ago
New Canaan, Connecticut, United States Bankwell Full timeAbout BankwellBankwell is a commercial banking institution with a significant asset base, serving the financial needs of businesses and individuals. Our organization prides itself on delivering high-quality banking services with a personal touch, leveraging the expertise and dedication of our experienced team of professionals. We excel in providing tailored...
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Operational Risk Control Manager
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New Canaan, Connecticut, United States Bankwell Full timeAbout BankwellBankwell is a commercial banking institution with a significant asset base, serving the financial needs of businesses and individuals. Our organization prides itself on delivering high-quality banking services with a personal touch, leveraging the expertise and dedication of our experienced team of professionals. We excel in providing tailored...
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Portfolio Accountant
6 days ago
New Haven, Connecticut, United States Yale University Full timeJob SummaryWe are seeking a highly skilled Portfolio & Grant Accountant to join our team at Yale University. The successful candidate will be responsible for providing comprehensive financial and operational management support for our department, with a focus on financial planning, budgeting, and compliance.Key ResponsibilitiesManage and analyze complex...