Portfolio Manager
3 weeks ago
At California Bank & Trust, we are seeking a seasoned Portfolio Manager to join our team in San Francisco, CA. This key member of the deal team will be responsible for successfully managing Commercial Banking relationships.
This role involves growing revenue by closing new business relationships and retaining and expanding existing relationships with excellent customer satisfaction.
The ideal candidate will have a bachelor's degree in Finance, Business, or a related field and 4+ years of banking, relationship management, underwriting, and credit experience.
Responsibilities include underwriting commercial loans, managing credit risk, and ensuring financial statements are spread and analyzed.
The successful candidate will also provide customer service, participate in sales calls, and help identify customer needs.
Additionally, they will keep informed of financial and market trends and analyze those trends for their effect on the portfolio.
As a senior-level position, the Portfolio Manager may also manage Analysts and Loan Specialists.
We offer a competitive compensation package, including a base salary in the range of $85,000 - $150,000, depending on job-related factors.
California Bank & Trust is an equal opportunity employer and welcomes applications from qualified individuals with disabilities or disabled veterans.
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Portfolio Manager
1 month ago
San Francisco, California, United States California Bank & Trust Full timeJob Title: Portfolio ManagerCalifornia Bank & Trust is seeking a seasoned Portfolio Manager to join our team in San Francisco, CA.About the Role:This is a key member of the deal team responsible for successfully managing Commercial Banking relationships. The Portfolio Manager will be intimately involved in the entire deal process from origination to ongoing...
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IT Portfolio Manager
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Portfolio Manager Associate
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IT Portfolio Manager
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Commercial Portfolio Manager
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Loan Portfolio Manager
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Portfolio Manager Associate
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San Francisco, California, United States City National Bank Full timePortfolio Manager AssociateOpportunity OverviewAs a Portfolio Manager Associate at City National Bank, you will have the opportunity to work with a team of experienced portfolio managers to develop and implement investment strategies for clients. You will be responsible for assisting in the development of short- and long-term investment plans, as well as...
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Portfolio Manager Associate
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San Francisco, California, United States EngineeringUK Full timeAbout this role:We are seeking a skilled Associate Portfolio Manager to join our Portfolio Management team at EngineeringUK. The successful candidate will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis.The ideal candidate will have excellent problem-solving capabilities, a high degree of attention to...
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Loan Portfolio Manager
3 weeks ago
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Senior Portfolio Manager
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San Francisco, California, United States Turner & Townsend Group Full timeRole OverviewAt Turner & Townsend, we're passionate about delivering exceptional outcomes for our clients. As a Senior Portfolio Manager, you'll play a key role in helping our clients achieve their objectives. You'll work collaboratively with our clients, regulatory bodies, and other consultancies to drive success.Key Responsibilities• Lead large-scale,...
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Commercial Banking Portfolio Manager
3 weeks ago
San Francisco, California, United States California Bank & Trust Full timeAbout the Role:California Bank & Trust is seeking a seasoned Commercial Banking Portfolio Manager to join our team in San Francisco, CA. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships from origination to ongoing management. This role requires a strong understanding of credit risk and the...
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IT Portfolio Change Management Specialist
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San Francisco, California, United States Visions Management Full timeJob Title: IT Portfolio Change Management SpecialistJob Summary:We are seeking a highly skilled IT Portfolio Change Management Specialist to join our team at Visions Management. The successful candidate will be responsible for overseeing and managing change control processes within the IT project portfolio.Key Responsibilities:Act as the primary point of...