Senior Portfolio & Credit Relationships Strategist
$160k - $200kFirst Citizens Bank
First Citizens Bank is hiring for a vital hybrid role in New York City focused on managing a portfolio of larger, complex clients. The successful candidate will work closely with the customer credit team and be responsible for ensuring compliance with Bank policies while cultivating relationships with borrowers to enhance service offerings. Qualifications include a Bachelor’s Degree with at least 6 years in Financial Services, or a High School Diploma with 10 years of experience. The role offers a competitive salary ranging from $160,000 to $200,000, plus benefits. #J-18808-Ljbffr First Citizens Bank
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Portfolio & Credit Relationships Strategist in New York, NY vacancy
- KKR is seeking a Principal for the Global Portfolio Construction Team in New York to develop and implement strategies for credit and insurance investments. You will analyze market trends and present findings to stakeholders, driving informed investment decisions and collaborating...Senior
$160k - $200k
...Primarily responsible for managing, maintaining, & controlling a portfolio of larger, more complex client and their customer relationships - both borrowing and non-borrowing clients. Work in tandem with customer credit team to establish credit lines. Analyze & monitor Clients’...SeniorInterim roleWork at office- ...Specialist to manage complex borrowing relationships within the U.S. Private Bank. This role... ...collaborating with a talented team to present credit solutions to ultra-high net worth... ...conducting due diligence, and managing portfolio risk. This position is based in New...Senior
$175k - $200k
...Your opportunity Multi-asset investment strategist focused on integrating quantitative... ...fundamental macro views Contribute to portfolio construction and optimization across macro strategies Maintain and grow relationships among ETF providers and internal partners...SeniorFlexible hours$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal candidate...Senior$265k - $360k
PIMCO Europe Ltd. is looking for a Senior Investment Professional in New York to lead private corporate strategies... ...will have over 12 years of experience in private credit, with expertise in underwriting, sourcing, portfolio management, and investor engagement. They will...Senior$175k - $200k
A global investment firm in New York seeks a Multi-Asset Investment Strategist to drive portfolio optimization and develop quantitative frameworks. The ideal candidate will have over 10 years of investment experience with a focus on quantitative techniques, possess strong...Senior- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and ensure compliance with financial regulations. This role demands strong analytical skills and the ability to provide holistic financial solutions to affluent...Senior
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...Senior
- Citi is seeking a Portfolio Consultant in New York to provide asset allocation and macroeconomic strategy for high net worth clients. The role involves collaborating with Financial Advisors to conceptualize investment portfolios and managing the implementation of Citi's...Senior
$140k - $170k
A global financial services firm is seeking a Portfolio Strategist to join their team in New York City. The successful candidate will conduct portfolio reviews and provide analytical insights for top advisory teams. This position requires 5+ years of experience in investment...Senior- Citigroup Inc. seeks a Portfolio Consultant in New York City to provide asset allocation and macroeconomic strategies for high net worth clients. The role involves working closely with financial advisors, implementing investment products, and conducting product benchmarking...Senior
$150k - $180k
Mercer Advisors seeks an experienced Investment Strategist to join their Portfolio Management Group. This remote role primarily focuses on providing expert investment insights to high-net-worth clients and financial advisors. Considerable wealth management experience and...SeniorRemote jobFlexible hours- JPMorganChase is seeking a Business Relationship Manager in New York City to manage a portfolio of business clients. This role entails providing tailored banking solutions and maintaining strong relationships with clients, requiring at least 5 years of relevant experience...Senior
- JPMorganChase is seeking a Business Relationship Manager II in New York to manage a portfolio of business clients. You will provide financial advice and customized banking solutions essential to clients' needs and focused on relationship development. The ideal candidate...Senior
- Equi is looking for an experienced Investment Strategist / Investment Director to drive investment strategies for ultra-high-net-worth... ...Vectis, focusing on investment proposals, due diligence, and portfolio construction. The ideal candidate will have 8-12 years in investment...Senior
- OneGroup is seeking a Business Banking Relationship Manager in Pennsylvania to manage a portfolio of business clients and provide tailored financial solutions. The role involves both portfolio management and active business development through networking and client engagement...Senior
$100k - $150k
...high-growth financial services company in New York is seeking a Senior Credit Analyst to evaluate financing opportunities and structure... ...borrower financial health and maintaining a high-quality loan portfolio, while contributing to business growth. The ideal candidate will...Senior$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time$160k - $200k
Blackstone in New York is looking for a professional experienced in CLO portfolio management and analytics. Your role will include constructing model portfolios, monitoring portfolio risk, and assisting with day-to-day management. The ideal candidate has 2+ years of experience...$160k - $200k
The Blackstone Group L.P. is seeking a professional for CLO portfolio management in New York. This role involves constructing model portfolios, monitoring risk, and analyzing trends. Ideal candidates will have a quantitative degree and relevant experience in asset management...$98.96k - $148.44k
Citibank (Switzerland) AG is seeking a Portfolio Manager on the Credit Financing Team in New York. This role requires 5-8 years of experience and focuses on managing data integrity, client engagement, and risk management through data processes. Candidates should possess...$140k - $170k
...solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment... ...reach long-term investment goals. Role Description: As a Portfolio Strategist within Nomura’s Portfolio Consulting Team and as part of...Relocation package- MUFG is seeking a Portfolio Manager for underwriting and managing Japanese Corporate loan portfolios. This role requires analyzing complex relationships, conducting due diligence, and preparing detailed credit applications in compliance with bank policies. The ideal candidate...Senior
$192k - $288k
As a Senior Vice President in Commercial Banking, this role is responsible... ...Retail commercial banking portfolio. With a deep understanding of... ...lending practices and client relationship management, the Senior Vice... ...departments including Risk, Credit Liability Management and...SeniorFull time$100k - $105k
...traditional channels. They foster deep brand relationships and have a team of recognized... ...strategies for their clients. As a Senior Digital Strategist working on one of the top lifestyle... ...client opportunities + approaches across portfolios + brands questions Writes, presents,...SeniorGainor Staffing
New York, NY4 days ago$122.54k - $208.72k
...Relationship Manager Senior Commercial Real Estate This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may... ...Pro-actively works to ensure the credit quality standards of the Bank...SeniorCity National Bank
New York, NY1 day ago- ...Position Overview We seek a strategist who will support the Strategy... ...brands within our client portfolio. This role will identify insights... ...fashion, managing vendor relationships, and analyzing data to glean... ...within agency team and with senior clients Required Skills and...SeniorLocal area
UM Worldwide
New York, NY3 days ago - ...Senior Commercial Relationship Manager page is loaded## Senior Commercial Relationship Managerlocations:... ...business opportunities to increase the Credit Union's revenue. They will design,... ...approve all loan fundings within their portfolio.* Monitor payment practices to protect...SeniorFor contractorsWork experience placementFor subcontractorWork at officeLocal areaRemote workWork from homeFlexible hours
Georgiasown
New York, NY5 days ago $80k - $130k
Position Summary The CLO Compliance Senior Analyst will be responsible... ...Daily interaction with Portfolio Management, Trading, and Structuring... ...teams Oversight of vendor relationships, including fund... ...Global Private Equity, Global Credit and Carlyle AlpInvest - and has...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio & Credit Relationships Strategist. Be the first to apply!
Related searches
- workplace strategist New York, NY
- marketing strategy consultant New York, NY
- business strategist New York, NY
- strategy consultant New York, NY
- technology strategist New York, NY
- brand strategist New York, NY
- communications strategist New York, NY
- investment strategist New York, NY
- account strategist New York, NY
- strategist New York, NY