Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Portfolio Manager: Risk, Diligence & Client Pitch

Regal Executive Search

Regal Executive Search is looking for a Portfolio Manager based in Los Angeles, California. This role involves managing portfolio performance, conducting due diligence on funds, and communicating effectively with clients and advisors. The ideal candidate will have a Bachelor's degree, CFA designation, and 5-10 years of relevant experience. This position requires strong analytical skills and a commitment to excellence. The company offers a dynamic environment with opportunities for personal and professional growth. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Strategic Portfolio Manager: Risk, Diligence & Client Pitch in Los Angeles, CA vacancy
  • $132.26k - $155.6k

     ...U.S. Bank is seeking a Commercial Banking professional in Los Angeles to manage credit account relationships. In this role, you will focus on both expanding existing relationships and acquiring new business, alongside underwriting credit exposure. The ideal candidate... 
    Suggested

    U.S. Bank

    Los Angeles, CA
    1 day ago
  •  ...CFA Institute is seeking a Portfolio Manager Associate to implement proprietary strategies and assist in developing investment plans. This...  ...involves partnering directly with senior managers to achieve client goals, manage client portfolios, and execute trades. Ideal candidates... 
    Suggested

    CFA Institute

    Beverly Hills, CA
    20 hours ago
  • $194.23k - $228.5k

     ...the Corporate Banking Division Manager in overseeing business...  ...officers/relationship managers on a portfolio of corporate accounts....  ...complex accounts and sensitive client relationships, and is trusted...  ...Strong leadership abilities and strategic management skills Thorough... 
    Suggested
    Temporary work
    Local area

    U.S. Bank

    Los Angeles, CA
    13 hours ago
  • $194.23k - $228.5k

     ...and discover what you excel at—all from Day One. Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and credit risk assessment of commercial loans within the Media & Telecom sector ensuring sound... 
    Suggested
    Temporary work
    Local area

    U.S. Bank

    Los Angeles, CA
    2 days ago
  • $148.5k - $174.7k

     ...what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage...  ...relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Los Angeles, CA
    3 days ago
  • $122.54k - $208.72k

     ...PORTFOLIO MANAGER III- ENTERTAINMENT & SPORTS BANKING (CORPORATE...  ...focused on long-term risk-adjusted returns for...  ...prospect(s) and existing clients of the bank (including...  ...to achieve the Bank's strategic initiatives....  ...Participate in joint sales pitches with Relationship Manager... 
    Remote work

    City National Bank

    Beverly Hills, CA
    1 day ago
  • $195k - $225k

     ...Partner with relationship manager(s) in underwriting,...  ...market trends and key risks and mitigants....  ...transaction process, lead due diligence activities and prepare...  ...Proactively monitor client financial performance,...  ...developments Ensure the portfolio administration and... 
    Full time
    Local area

    Bank of Hope

    Los Angeles, CA
    4 days ago
  • $127.63k - $237.01k

    *PORTFOLIO MANAGER SR - Asset-Based Lending * The Porfolio Manager...  ...and/or existing client relationships for City...  ...marketability with prudent risk management...  ...to achieve the Bank's strategic initiatives. Participate...  ...Participate in joint sales pitches with Relationship Manager... 
    Remote work

    City National Bank

    Los Angeles, CA
    3 days ago
  • $41.83 - $66.81 per hour

     ...PORTFOLIO MANAGER I or II - Commercial Real Estate *level assigned...  ...on the long-term risk-adjusted returns for the...  ...to the Bank’s CRE clients, including private individuals...  ...to achieve the Bank’s strategic initiatives....  ...Participate in joint sales pitches with Relationship Manager... 
    Hourly pay
    Remote work

    City National Bank

    Los Angeles, CA
    3 days ago
  •  ...Gallagher is seeking an Associate Client Service Manager to enhance client service in Glendale, CA. In this role, you'll lead efforts to deliver exceptional solutions to clients. You'll manage client relationships, ensuring their needs are met and guide the renewal process... 

    Gallagher

    Glendale, CA
    3 days ago
  • $44.28 - $75.42 per hour

     ...PORTFOLIO MANAGER II- Business Banking WHAT IS THE OPPORTUNITY...  ...focused on the long‑term risk‑adjusted returns for...  ...Business Banking clients—typically privately held...  ...to achieve the bank’s strategic initiatives. Participate...  ...Participate in joint sales pitches with Relationship... 
    Hourly pay

    City National Bank

    Los Angeles, CA
    13 hours ago
  • $150k - $200k

     ...Vice President - Portfolio Manager Whittier Trust is the oldest privately owned multi-family...  ...the West Coast, providing exceptional client service and highly customized investment...  ...communication skills High integrity with a diligent work ethic Team/people oriented... 
    Work at office

    Whittier Trust

    Los Angeles, CA
    3 days ago
  •  ...providing banking and treasury management services to small, middle...  ...processing solutions to its clients and serves the Community Association...  ...of loans and identify any risk rating changes. Keeps...  ...Administration team to obtain due diligence information needed to underwrite... 
    Work experience placement
    Work at office
    Local area
    Immediate start
    Flexible hours

    Banc of California

    Beverly Hills, CA
    4 days ago
  •  ...The Walt Disney Company (France) is seeking a Manager, Portfolio Operations & Integrated Planning in Burbank, CA. This role involves collaborating with leading game companies and managing project execution across multiple exciting projects. The ideal candidate should... 

    The Walt Disney Company

    Burbank, CA
    1 day ago
  • GBC International Bank is seeking a Portfolio Officer to manage the loan portfolio, ensuring quality and recommending loan risk grading. The role includes cash flow analysis, monitoring maturing loans, and identifying business opportunities. Ideal candidates will hold a... 
    Full time

    GBC International Bank

    Los Angeles, CA
    4 days ago
  • $116.06k - $145.08k

    # **We value your privacy**Manager, Global Risk Health Contracts page is loaded## Manager, Global...  ...the candidate's value and the role's strategic importance within the organization. This...  ...our ability to effectively serve our clients and community. We encourage individuals... 
    Contract work
    Local area
    Flexible hours

    AltaMed Health Services

    Montebello, CA
    3 days ago
  • $75k - $112.5k

     ...providing banking and treasury management services to small, middle...  ...processing solutions to its clients and serves the Community Association...  ...of loans and identify any risk rating changes. Keeps...  ...Administration team to obtain due diligence information needed to underwrite... 
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start
    Flexible hours

    Pacific Western Bank

    Los Angeles, CA
    1 day ago
  • $87.61k - $124.85k

    Citizens Business Bank is seeking a Portfolio Manager in El Segundo, CA. This role involves managing commercial relationships including loans and deposits, analyzing customer banking needs, and ensuring compliance with bank policies. The ideal candidate will have a Bachelor... 

    Citizens Business Bank

    El Segundo, CA
    2 days ago
  • $111.1k - $130.7k

     ...what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage...  ...relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Los Angeles, CA
    3 days ago
  •  ...U.S. Bank is seeking a Client Manager in Los Angeles, CA. This role focuses on retaining customer relationships and generating new business to enhance profitability. Applicants should have a Bachelor's degree and five to eight years of related experience. Key responsibilities... 
    3 days per week

    U.S. Bank

    Los Angeles, CA
    4 days ago
  •  ...Vice President, Fund/Client Accounting Manager At BNY, our culture allows us to run our company better and enables employees' growth and success...  ...issues and develop solutions aligned with BNY's strategic goals. Drive process improvements and efficiency initiatives... 
    Worldwide
    Flexible hours

    BNY Mellon

    Los Angeles, CA
    4 days ago
  • $132.26k - $155.6k

     ...Description Partners with assigned Relationship Manager(s) to successfully manage Commercial...  ...exposure, managing an assigned credit portfolio, successfully closing new business...  ...existing relationships, managing credit risk and responding to prospect or customer credit... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Los Angeles, CA
    3 days ago
  •  ...actively seeking a talented individual for a client service role in Glendale, California....  ...candidate will be responsible for managing accounts and ensuring exceptional service...  ...delivery to clients, with a strong focus on strategic account management. This position... 
    Work at office

    Arthur J. Gallagher & Co.

    Glendale, CA
    4 days ago
  • $68k - $170k

     ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and...  ...team. This role is located in Los Angeles, LA. Manage a small team of Accountants responsible for conducting accounting... 
    Temporary work
    Work experience placement
    Worldwide
    Flexible hours

    BNY

    Los Angeles, CA
    1 day ago
  •  ...Job Title In this role, you'll make an impact in the following ways: • Conduct accounting services for assigned clients and complex funds, including determining net asset values, calculating fund performance, allocating expenses, and preparing reports • Lead and... 
    Work experience placement
    Flexible hours

    BNY

    Los Angeles, CA
    3 days ago
  • $68k - $170k

     ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and...  ...Accounting team. This role is located in Los Angeles, LA Manage a small team of Accountants responsible for conducting accounting... 
    Temporary work
    Work experience placement
    Worldwide
    Flexible hours

    BNY Mellon

    Los Angeles, CA
    13 hours ago
  •  ...As a Managing Director in our Emerging Middle Market Coverage Investment...  ...be responsible for driving strategic client engagement and delivering J.P...  ...opportunities and actively pitch for new client mandates....  ...financial, legal and regulatory risks relevant to large, integrated... 

    Jobleads-US

    Los Angeles, CA
    5 days ago
  •  ...As a Managing Director in our Emerging Middle Market Coverage Investment...  ...be responsible for driving strategic client engagement and delivering J.P...  ...opportunities and actively pitch for new client mandates....  ...financial, legal and regulatory risks relevant to large, integrated... 

    Jobleads-US

    Los Angeles, CA
    5 days ago
  •  ...BMO is seeking a Portfolio Manager for its Commercial Real Estate group in Los Angeles, California. This key position will involve analyzing lending proposals and managing client portfolios to ensure quality and compliance with bank policies. The ideal candidate will have... 

    Bmo

    Los Angeles, CA
    4 days ago
  • $87.61k - $124.85k

     ...involve large amounts of money and important customers. The Portfolio Manager is responsible for identifying, soliciting and retaining existing...  ...in one‑on‑one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills... 

    Citizens Business Bank

    El Segundo, CA
    13 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Portfolio Manager: Risk, Diligence & Client Pitch. Be the first to apply!