Private Banking Portfolio Specialist
Retail Region 2 Administration
Cambridge Trust - A Division of Eastern Bank is seeking a Private Banking Portfolio Administrator to support relationship management and client servicing for assigned portfolios in a fast-paced setting. You will handle client communication, documentation, and meeting materials, while coordinating with onboarding, servicing, and compliance teams. A Bachelor’s degree is preferred, with 3+ years of related experience and strong Salesforce familiarity. #J-18808-Ljbffr Retail Region 2 Administration
- The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers and is responsible for the end-to-end onboarding and maintenance of private banking relationships. This role supports a seamless client experience across deposit and lending...PrivateWork experience placementWork at officeWorldwideFlexible hours
- ...experience and intelligent automation elevate portfolio design and delivery, helping advisors... ...and today we are a leader in investment banking, consumer and small business banking,... ...industry-leading investment management and private banking solutions. Asset Management...Private
$130k - $160.58k
Job Title:Assistant Vice President, Portfolio Management - Sponsor FinanceLocation:BostonWhat... ...closing of complex loan transactions for private-equity-backed software, SaaS, and... ...enabled companies in compliance with the Bank's lending policies and procedures. Working...PrivateFull time$100k - $163k
...role:Wells Fargo is seeking a seeking a Senior Portfolio Manager to join our Credit Execution Team within the Commercial Bank, focusing on the Middle Market segment. Learn... ..., and structuring of highly complex private banking as well as consumer and mortgage relationships...PrivateFull timeWork experience placement- Vice President, Portfolio Research & AnalysisOverview55ip's Quantitative Research & Development... ...and today we are a leader in investment banking, consumer and small business banking,... ...-leading investment management and private banking solutions. Asset Management provides...Private
- Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets... ..., regional developers, and public and private corporations.About this role:Wells Fargo... ...President, Lead Commercial Real Estate Portfolio Manager - Tax Credit to manage a portfolio...PrivateFull timeWork experience placementWork at office
$150k - $190k
...recruiting a Corporate Advisory & Banking Relationship Manager in our... ...Firm's relationships with privately owned businesses and their... ...the credit and managing the portfolio of existing credits, you... ...known for premium service, specialist expertise, technology solutions...PrivateFull timeWork at officeLocal area3 days per week$200k - $230k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...’ll Be DoingAs the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge... ...officers, clients, and prospects about private equity, private credit, hedge funds, real...PrivateFull timeLocal areaRemote work$28.52 - $40.29 per hour
...Job Description: At Bank of America, we are guided by a common... ...inquiries, and coordinating with specialists and service centers to... ...investment products to achieve Private Bank client experience standards... ...and servicing accounts and portfolios Qualifications: Minimum of 1...PrivateHourly payWork at officeFlexible hoursShift workDay shift- ...Savings is one of America’s oldest banks. The Bank provides commercial... ..., government, and private client banking relationships.... ...companies.You will also manage a portfolio of existing relationships with... ...Services Team and Cash Management Specialists.The SDG works closely with...PrivateRemote work
- ...individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You...Private
$260k - $365k
...national practice that represents lenders, private equity sponsors and public and private... ...opportunities to work on a highly varied portfolio of transactions for clients on both the borrower... ...significant transactional experience in bank financing transactions and related UCC...PrivateFull timeWork at officeRelocation- ...Job Overview A law firm seeks a mid-level banking associate to join its US banking and... ...Boston, MA. The team represents lenders, private equity sponsors, and companies in various... ...based lending. Duties Work on a diverse portfolio of transactions for both borrowers and lenders...PrivateRelocation package
$85k - $115k
....Your teamYou'll be working as part of a Private Wealth management team in Boston.Your expertiseideally... ...knowledge of:- Managed portfolios, mutual funds, ETFs, structured products,... ...wealth manager and the leading universal bank in Switzerland. We also provide diversified...PrivateFull timeHome officeFlexible hours$100k - $145k
...investor reporting packages. Analyze fund and portfolio performance and prepare management... .... Experience in investment management, private funds, alternative investments, asset... ...Boston, MA, US Hybrid Banking & Financial Services (includes Investment...PrivateWork at officeLocal area- Position: Senior Java Spring Boot Microservices Developer with Banking Domain.Strong Handson experience in Java 8 or 11 or 17 Spring Boot and Microservices ArchitectureExpertise in developing and consuming REST APIs and event driven servicesExperience with Banking or Financial...Work at office
$100k - $155k
...support financial operations and analysis within a private debt environment. This role will focus on portfolio reporting, investment tracking, and financial... ...6 years of experience in finance, private credit, banking, or asset management Experience with debt instruments...PrivateWork at officeLocal area- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans... ...tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close...Private
- ...Private Wealth Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new...PrivateSeasonal workWork at officeWork from homeShift workDay shift
$125k - $150k
...related reporting. Maintain investment portfolio records and supporting schedules. Monitor... ...management, asset management, private markets, or alternative investments preferred... ...Boston, MA, US Hybrid Banking & Financial Services (includes Investment...PrivateWork at officeLocal area$140k - $235k
Job Description:At Bank of America, we are guided by a common purpose... ...teams of dynamic public and private companies generating $50... ...clients while growing your own portfolio.Job Description:This job is... ...client relationships with Product Specialists. Job expectations include...PrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursDay shift- ...Responsibilities Reconcile banking transactions and prepare journal entries in accordance... ..., and investor allocations. Track portfolio investments and cash activity. Support preparation... .... Experience with venture capital or private equity funds. Experience with fund...Private
- ...DescriptionJ.P. Morgan’s Corporate & Investment Bank is a global leader across investment... ...Bank and is one of the largest fund and portfolio administration businesses in the industry... ...teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS...Private
- ...a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition... ...and today we are a leader in investment banking, consumer and small business banking,... ...-leading investment management and private banking solutions. Asset Management provides...Private
$150k - $235k
Job Description:At Bank of America, we are guided by a common purpose... ...services to public and private healthcare companies with annual... ...acquiring and managing a portfolio of clients and prospects, generating... ...relationships with product specialists in Credit, Treasury...PrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift- ...Finance B2B Consulting & Professional Services B2C Banking Care Credit Carecredit Cooling and Heating Credit Cards... ...Mysynchrony Personal Finance Pet Care Financing Private Security Retail Credit Card Synchrony Veterinary Financing...Private
- ...Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry,... ...and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has...PrivateWork at office
$110k - $115k
...position in Leveraged Finance is a credit underwriting and portfolio management role focused on completing acquisition,... ...transactions for new and existing corporate and private equity owned customers of Citizens Bank. The position requires constant interaction with internal...PrivateLocal areaFlexible hours$85k - $160k
Asset & Wealth Management, Private Wealth Management, Business Development Professional,... ...financial planning, investment management, banking and comprehensive advice to a wide range... ...expertise to build and monitor client portfolios as well as exposure to various methods...PrivateFull timeTemporary workPart time$22 - $23.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we... ...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable...PrivateWeekend work
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