Insurance Portfolio Manager, Institutional Client Group
Jobtailor
Jobtailor seeks an experienced credit professional to manage an insurance-focused portfolio within Institutional Client Group. You will analyze and underwrite credit relationships, prepare formal memoranda, and monitor portfolio performance. Responsibilities include evaluating borrower dynamics, market trends, and capital structures, while advising on risk mitigation and covenant compliance. Collaboration with Relationship Managers and risk teams is essential. #J-18808-Ljbffr Jobtailor
- Manage an assigned portfolio of insurance clients within Institutional Client Group Analyze and underwrite new and existing credit relationships in the insurance sector Prepare credit approval memoranda, annual reviews, renewals, amendments, and portfolio monitoring deliverables...SuggestedWork experience placement3 days per week
$70k - $125k
...Provides exceptional client outcomes while adhering... ...assigned direct indexing portfolios that meet or exceed... ...clients. Analyzes portfolio management data and oversees... ...individual investors, institutions, employer-sponsored... ...best interests. #J-18808-Ljbffr The Vanguard GroupSuggestedWork experience placementWork at officeRemote workWork from home- ...The Vanguard Group is seeking an experienced professional to lead direct indexing trading activities, ensuring client outcomes while aligning with regulatory standards. You will prepare portfolios, collaborate with investment advisors, and implement personalized indexing...Suggested
$74.55k - $104.37k
...Portfolio Quality team and other assigned Access Plus... ...Lending, the Portfolio Manager is responsible for managing... ...development financial institution and Small Business... ...evaluate, and analyze client financial statements,... ...collateral, in addition to insurance and financial...SuggestedWork experience placementWork at officeWeekend workAfternoon shift$107.2k - $160.8k
...Cox Automotive - USA Job Family Group Customer Care Group Job Profile Portfolio Manager III - NGC Management Level Individual... ...and grows a portfolio of dealer clients across Los Angeles West... ...at Cox may include health care insurance (medical, dental, vision), retirement...SuggestedLive inRemote workVisa sponsorshipFlexible hoursShift workNight shift$275k
...users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and... ...build beneficial AI systems. We are seeking a senior Real Estate Portfolio Manager to join Anthropic's Workplace and Real Estate team to lead...Work at officeRelocationVisa sponsorshipFlexible hours$72k - $96k
...exceptional service to meet our clients’ needs. Fund... ...Accountants and local management to service our clients... ...managers and institutional investors within those... ...valuation of hedge fund portfolio holdings Provide analysis... ...Full time #J-18808-Ljbffr The Citco Group LimitedFull timeTemporary workWork at officeLocal areaWorldwide$75k - $200k
...etalk; team in California. This client-facing role leads the... ...recreational properties and manages assignments from onboarding through... ...timberland, conservation, or institutional ownership. Working knowledge... ...LandVest’s Land Investments group is supported by foresters, marketing...Hourly payFor contractorsWork at office$31.25 - $36.54 per hour
Overview Assistant Portfolio Manager at Rexford Industrial Realty, Inc. (NYSE: REXR). Location:... ...support to update tenant and vendor's insurance certificates. Prepare tenant notifications... ...Opportunities Employee Resource Groups committed to Diversity, Equity, and Inclusion...Hourly payFull timeContract workWork at office$102k - $115k
...Description Astrana Health is seeking Manager - Risk Adjustment to oversee risk adjustment... ...Programs. Recover dx codes from institutional encounters through hospitalists/encounters... ...connectivity with Astrana Health and provider group/IPA. Ensure compliance with all...Work at officeRemote work- ...enterprise investment portfolios and assists in analyzing investment managers and portfolios. Assists... ...and management of an institutional investment portfolio is... ...a driver’s license or insurance. Physical Requirements... ...person, in front of groups, in meetings, via videoconference...Work at officeShift workWeekend workAfternoon shift
- Ultimate Staffing in Downtown Los Angeles, CA is seeking an experienced Underwriter / Portfolio Manager to support commercial lending activities, credit analysis, portfolio management, and client relationship development. The ideal candidate will have CRE, construction...
- ...environment and strong track record. They work with leading institutional and high‑net‑worth investors globally and are committed to maintaining... .../Auditing Industries: Funds and Trusts, Investment Management, Venture Capital and Private Equity Principals Referrals increase...Full time
- Tax Director - Private Client Services page is loaded## Tax Director... ...will have the flexibility to manage your days in support of our... ...the firm, EisnerAmper’s Tax Group doesn’t only provide trusted... ...diverse as sophisticated financial institutions and start-ups, global public...Work experience placementPrivate practiceLocal area
$71k
...gives people the confidence to reach further. Overview The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio... .... Assist with due diligence/analysis of new prospective client relationships and with the preparation of opportunity memos as...$192k - $288k
Join to apply for the Portfolio Manager, Inflation Sensitive role at CalSTRS This position offers a competitive salary and incentive compensation, requiring an experienced portfolio management professional to help diversify the CalSTRS investment portfolio with infrastructure...Full timeRelocation package- Access Plus Capital seeks a Portfolio Manager to lead day-to-day loan servicing and portfolio health in central California, reporting to the... ...loan restructures, and provide technical assistance to support client success and portfolio quality. This role requires strong...
- A financial services firm is seeking an experienced Automotive Floorplan Portfolio Manager to build and manage relationships with automotive dealerships. This role involves developing sales strategies, monitoring account performance, and ensuring customer satisfaction....Remote job
$60k - $96k
...Summary Supports direct indexing portfolio management and trading activities, client analysis and portfolio management... ...Collaborates closely with internal client groups and portfolio managers to provide... ..., serves individual investors, institutions, employer-sponsored retirement...Work experience placementWork at officeRemote workWork from home- AECOM is seeking a Senior Project Manager Lead to support a major public-sector client and provide leadership across a portfolio of complex capital projects. You will oversee consultant teams from multiple firms, ensure project delivery quality, and coordinate between...
$102.96k
...Overview The Risk Manager leads and supports the Risk Management Team. The Risk Manager... ...the risk management function, including insurance, claims management, risk control, and safety... ...units typically serve multiple business groups enterprise wide, and typically have...Contract workWork at office$71.1k - $145.9k
...to construction loan policy/procedures and inconsistencies to Manager that need to be addressed prior to closing. Assume lead role in... ...for commercial construction loan disbursements on their assigned portfolio of construction projects. Ability to prioritize pending work...For contractorsBank staff$100k - $120k
...This range is provided by Abacus Group, LLC. Your actual pay will be... ...00.00/yr - $120,000.00/yr Our client is a financial services firm. They seek a Fund Accounting Manager to join their Los Angeles, CA... .../sale agreements Ensure new portfolios and investments are set up in...Full timeWork at office- ...us here at the Amynta Group! Senior Underwriter for... ...the needs of clients and key broker partners... ...Continuously monitor portfolio of accounts using proactive... ...Amynta Group is a premier insurance services company with... ...than $3.5 billion in managed premium and 2,000 associates...Immediate start
- ...Reviews and evaluates title searches and insurance risk factors and must be able to justify... ...industry, characteristics of employee groups, or past claim experience. Performs a range... ...all other duties as assigned by management. Education & Experience Bachelor’s degree...Work experience placement
$77.72k - $129.53k
...estate services company, providing title insurance, settlement, underwriting, and lender... ...of industry, characteristics of employee groups, or past claim experience* Typically follows... ...all other duties as assigned by management **Education*** Bachelor’s degree in relevant...Remote work- NextGear Capital, a Cox Automotive company, is hiring a Portfolio Manager to manage and grow a dealer client portfolio across the Los Angeles West territory, with credit lines from $50,000 to $2.5M. You will build relationships, optimize line usage, and mitigate pre-default...
- ...execute post-investment integration plans for portfolio companies, covering full-dimensional... ...design, while connecting them with the group’s industrial resources. # Identify... ...cross-border team collaboration and PMO management skills. # Ability to translate technical...
- ...impression of American Airlines. Supervisors must be self-motivated and safety conscious. Supervisors must be comfortable organizing work groups and handling multiple priorities in a fast-paced environment. The ability to demonstrate qualities of leadership, initiative, and...Work at officeLocal areaShift workNight shiftRotating shift
- Own the vision, strategy, and roadmap for the Client Enablement Intelligence Platform and AI seller-assist products Provide shared AI... ...experimentation, and continuous learning Requirements 10+ years of product management experience, including platform product management Strong...
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