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
$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- ...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
$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...SuggestedTemporary workLocal area$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...SuggestedTemporary workLocal area$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...SuggestedTemporary workWork experience placementLocal area$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$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 timeLocal area$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$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 payRemote work- ...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...
$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$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- ...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 placementWork at officeLocal areaImmediate startFlexible hours
- ...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...
- 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
$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 workLocal areaFlexible hours$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 timeWork experience placementWork at officeLocal areaImmediate startFlexible hours$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...$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 workWork experience placementLocal area- ...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
- ...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...WorldwideFlexible hours
$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 workWork experience placementLocal area- ...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
$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 workWork experience placementWorldwideFlexible hours- ...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 placementFlexible hours
$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 workWork experience placementWorldwideFlexible hours- ...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...
- ...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...
- ...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...
$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...
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