VP, Head of Portfolio Operations

4 weeks ago

New York, New York, United States Customers Bank Full time
About the Role

We are seeking a highly skilled and experienced Portfolio Operations Leader to join our Capital Markets division at Customers Bank. This is a leadership seat that will be responsible for all things strategic portfolio operations, serving as a Swiss army knife for any problem/friction points the deal team runs into.

Key Responsibilities
  • Develop and deliver best-in-class recurring business operations, including transaction settlement, reconciliation of trade activity, and analytical reporting.
  • Design policies, procedures, and best-in-class operating models for the Portfolio Operations function.
  • Drive the growth and sophistication of Customers Bank's fintech lending programs across credit sub-verticals, including unsecured term consumer, home improvement, and credit cards.
  • Collaborate with cross-functional teams, including Accounting, Operations, Data, Treasury, and Compliance, to drive business outcomes.
  • Implement scalable technology infrastructure for repeat operational problems encountered by the Capital Markets/Consumer Lending divisions.
Requirements
  • At least 5-7 years of experience in operating private credit lending facilities or capital markets middle office experience at a specialty lender, asset manager, commercial bank, or similar.
  • Strategy and Operations/product operations background at a venture-backed technology firm, preferably a fintech.
  • Robust communication, collaboration, and leadership skills in a team environment, with the ability to engage a hybrid remote organization spanning multiple time zones and states.
  • Deep enthusiasm for detail, with a strong understanding of fixed income, valuation, and finance theory.
  • Outstanding proficiency in Microsoft Office Suite, particularly in Excel, PowerPoint, and Word, as well as knowledge of relational database languages and/or data analytics tools.
About Customers Bank

Customers Bank is a super-community bank with over $22 billion in assets, founded in 2009. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We are committed to the continual advancement of a culture that reflects the value we place on diversity, equity, and inclusion.

We are an equal opportunity employer and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

  • VP, Head of Portfolio Operations

    4 weeks ago

    New York, New York, United States Customers Bank Full time

    Job Title: VP, Head of Portfolio OperationsAt Customers Bank, we're seeking a seasoned professional to lead our Portfolio Operations team. As a key member of our Capital Markets division, you'll be responsible for developing and delivering best-in-class recurring business operations, including transaction settlement, reconciliation, and analytical...

  • VP, Head of Portfolio Operations

    4 weeks ago

    New York, New York, United States Customers Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Portfolio Operations Leader to join our Capital Markets division at Customers Bank. As a key member of our team, you will be responsible for leading the development and delivery of best-in-class recurring business operations, including transaction settlement, reconciliation, and analytical...

  • VP, Portfolio Management

    3 weeks ago

    New York, New York, United States Rabobank Full time

    Job Title: VP, Portfolio ManagementJob Description:Rabobank Wholesale Banking North America is seeking an experienced professional to join our team as a VP, Portfolio Management. As a key member of our Value Chain Finance team, you will be responsible for managing a portfolio of transactions, analyzing market trends, and providing strategic recommendations...

  • VP, Portfolio Manager

    3 weeks ago

    New York, New York, United States Rabobank Full time

    Job Title: VP, Portfolio ManagerJob Summary:Rabobank Wholesale Banking North America is seeking a highly skilled VP, Portfolio Manager to join our team. As a key member of our Value Chain Finance team, you will be responsible for managing a portfolio of transactions, analyzing market trends, and providing strategic recommendations to clients.Key...

  • VP Portfolio Management Supervisor

    4 weeks ago

    New York, New York, United States Western Alliance Bank Full time

    Job Title:VP Portfolio Management Supervisor - Hotel Franchise Finance (HFF)Job Summary:The VP Portfolio Management Supervisor will oversee an underwriting team responsible for analyzing, structuring, underwriting, and closing complex loans on hotels across the United States. The incumbent will work with the Underwriting Team Lead and HFF Relationship...

  • VP Portfolio Management Supervisor

    3 weeks ago

    New York, New York, United States Western Alliance Bank Full time

    Job Title: VP Portfolio Management Supervisor - Hotel Franchise FinanceLocation: New York, New YorkJob Summary:We are seeking a highly skilled VP Portfolio Management Supervisor to oversee an underwriting team responsible for analyzing, structuring, underwriting, and closing complex loans on hotels across the United States. The successful candidate will work...

  • Head of Women's Summits Portfolio

    4 weeks ago

    New York, New York, United States With Intelligence Full time

    Job DescriptionWith Intelligence is seeking an experienced people manager from the investment industry to lead our Women's Summits portfolio. The ideal candidate will have a strong network of industry contacts and operational excellence.This role is responsible for the overall success of the Women's Summits portfolio and is the brand figurehead, representing...

  • VP Portfolio and Wealth Advisory Expert

    4 weeks ago

    New York, New York, United States Robert Half - US Full time

    Key ResponsibilitiesThe VP Portfolio and Wealth Advisory role involves managing client relationships, developing portfolio and wealth strategies, and allocating assets effectively.Key Responsibilities:Conduct in-depth analysis and execute projects for client portfolios, encompassing investment management, wealth transfer, and tax planning.Develop and edit...

  • Head of Intellectual Property and Portfolio Management

    3 weeks ago

    New York, New York, United States Spotify Full time

    Spotify is seeking a highly skilled and experienced intellectual property professional to join our Legal team as the Head of Intellectual Property and Portfolio Management. As a key member of our team, you will be responsible for managing the company's patent and trademark risk and overseeing the protection of our technology and brands. This includes driving...

  • VP, Head of HR Operations

    3 weeks ago

    New York, New York, United States Beacon Hill Staffing Group Full time

    Beacon Hill Staffing Group seeks a seasoned Head of Human Resources and Operations to drive strategic HR initiatives and optimize workflows.The ideal candidate will possess experience overseeing HRIS systems, managing benefits administration, and designing compensation programs.Strong leadership capabilities, knowledge of federal and local labor laws, and...

  • VP of Operations

    3 weeks ago

    New York, New York, United States Raycon, Inc. Full time

    Job Title: VP of OperationsRaycon, Inc. is seeking an experienced VP of Operations to lead the development of a world-class operations infrastructure to support our rapid growth. The ideal candidate will have a strong background in operational excellence, process optimization, and analytics, with experience scaling a fast-paced e-commerce company.Key...

  • VP, Portfolio Management

    4 weeks ago

    New York, New York, United States Rabobank Full time

    Job SummaryRabobank is seeking a highly skilled and experienced Portfolio and Transaction Manager to join our North America team. As a key member of our Value Chain Finance team, you will be responsible for managing a portfolio of transactions, coordinating internal approval processes, and maintaining client relationships.This is an exciting opportunity to...

  • VP, Head of Pension Risk Transfer Pricing

    4 weeks ago

    New York, New York, United States Pacific Life Full time

    Job Description:Pacific Life is seeking a seasoned professional to lead our Pension Risk Transfer Pricing team. As the VP, Head of Pension Risk Transfer Pricing, you will play a critical role in shaping our retirement income products and driving growth for our Institutional Division.Key Responsibilities:Develop and implement pricing strategies for our...

  • VP, Portfolio

    3 weeks ago

    New York, New York, United States Rabobank Full time

    Job Title: VP, Portfolio & Transaction Management - Value Chain FinanceJoin Rabobank's North American Value Chain Finance team as a Vice President, Portfolio & Transaction Management - Value Chain Finance. This exciting opportunity is perfect for an experienced professional looking to contribute to managing and expanding the portfolio of Rabobank's Food and...

  • Deputy Chief Investment Officer and Head of the ETI Portfolio

    3 weeks ago

    New York, New York, United States Office of the Comptroller Full time

    Job Summary:The Office of the Comptroller seeks a highly skilled and experienced Deputy Chief Investment Officer and Head of the ETI Portfolio to lead the Economically Targeted Investments (ETI) program and oversee the Diverse and Emerging Manager and ESG programs. This role will be part of the Bureau of Asset Management senior leadership team and a voting...

  • VP Quality Risk Management Specialist

    4 weeks ago

    New York, New York, United States Bank of China Full time

    At Bank of China, we are seeking a highly skilled professional to join our team as a VP Quality Risk Management Specialist. This role is responsible for implementing and maintaining all aspects of business procedures under the guidance of the Bank's Risk Governance Framework (RGF) and OCCs Heightened Standards.The successful candidate will manage the Quality...

  • Senior Portfolio Manager

    4 weeks ago

    New York, New York, United States Taurus Search Full time

    Project Finance Portfolio Management VPTaurus Search is seeking a seasoned Project Finance Portfolio Management VP to join their global business.The ideal candidate will oversee a diverse portfolio of Project Finance transactions in industries including thermal power, renewable power, infrastructure, oil & gas, and mining.Key Responsibilities:Independently...

  • Portfolio Manager

    3 weeks 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...

  • Portfolio Manager

    4 weeks ago

    New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    Job SummarySumitomo Mitsui Banking Corporation (SMBC) is seeking a highly skilled Portfolio Manager to join its Sponsor Finance-Portfolio Management and Origination team. The successful candidate will be responsible for managing a mid-market and large-cap portfolio of Private Equity-backed Leveraged loans.The ideal candidate will have a strong credit...

  • Head of Finance and Operations

    3 weeks ago

    New York, New York, United States Malteser International Americas Full time

    Job Title: Head of Finance and OperationsMalteser International Americas seeks a highly skilled and experienced professional to fill the role of Head of Finance and Operations. This key position is responsible for overseeing and managing the financial health and operational efficiency of the organization, including IT.This position works closely with the...