Assistant Vice President, Portfolio Management
1 week ago
Job Title:Assistant Vice President, Portfolio Management - Structured FinanceLocation:BostonWhat you'll do:As Portfolio Manager II you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified. You'll assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker. As a Portfolio Manager II - Mid Market you'll be responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval.Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio.Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.What you'll need: 4+ years of related experience in Portfolio Management or similar field.Bachelor's degree or equivalent experience required.Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.Intermediate knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed.Intermediate speaking and writing communication skills.Benefits you’ll love:We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career
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Assistant Vice President, Portfolio Management
4 weeks ago
Boston, United States Western Alliance Bancorporation Full timeAssistant Vice President, Portfolio Management - Structured FinanceLocation: BostonWhat You'll Do:As Portfolio Manager II you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice...
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Assistant Vice President, Portfolio Management
2 weeks ago
Boston, MA, United States Western Alliance Bank Full timeJob Title: Assistant Vice President, Portfolio Management - Structured Finance Location: Boston What you'll do: As Portfolio Manager II you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the...
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Vice President, Portfolio Manager
5 days ago
Boston, MA, United States Western Alliance Bank Full timeJob Title: Vice President, Portfolio Manager - Innovation/Tech ABL Location: CA - San Francisco, Spear What you'll do: As Portfolio Manager III you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work...
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Vice President, Portfolio Manager
3 weeks ago
Boston, MA, United States Western Alliance Bancorporation Full timeOverview Job Title: Vice President, Portfolio Manager - Innovation/Tech ABL Location: CA - San Francisco, Spear What you'll do As Portfolio Manager III you will be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager...
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Portfolio Manager-North
3 weeks ago
Boston, United States Institute of Real Estate Management (IREM) Full timeSchochet is now accepting resumes for an experienced Portfolio Manager. We are an expanding property management company that offers excellent career advancement and an exciting chance to be part of a diverse team! The Portfolio Manager will oversee multiple sites within the portfolio, largely based in the Greater Boston area and Northern Massachusetts....
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Portfolio Solutions Sales, Vice President
4 weeks ago
Boston, United States State Street Full timePortfolio Solutions Sales, Vice PresidentThe Portfolio Solutions Sales Vice President (VP) will be responsible for originating and sourcing new business across the full range of Portfolio Solutions Products in addition to the broader suite of State Street Markets products and services. The candidate will be responsible for covering existing clients and...
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Vice President of Investor Management
3 weeks ago
Boston, MA, United States NA Full timeVICE PRESIDENT of INVESTOR RELATIONS Shine Associates, LLC has been retained to search, identify and recruit a Vice President of Investor Relations (“VPIR”) on behalf of our client (‘Company’). This position will be based in the Boston, MA office. Information contained in this position specification as well as any other information concerning...
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Vice President
3 weeks ago
Boston, United States Alantra Solar Energy Advisors Full timeALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia. With over 500 professionals, the firm is publicly listed since 2015 with a €500Mn market capitalizations as of October 2022.Its Investment Banking division employs over...
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Vice President
4 weeks ago
Boston, United States Aeris Partners Full timeVice PresidentAeris Partners is a market-leading boutique investment bank that provides strategic M&A advisory services to best-in-class software, Software-as-a-Service (SaaS), data & analytics, private equity, and venture capital firms spanning a range of high-growth vertical markets. Aeris leverages extensive technology domain expertise and an unparalleled...
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Assistant Vice President, Portfolio Management
3 weeks ago
Boston, United States LPL Financial Full timeWhat if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next...