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
$90k - $160k
City National Bank in New York is seeking a Credit Risk Portfolio Officer Senior to oversee portfolio risk monitoring and develop credit portfolio strategies. The ideal candidate will have at least 5 years of experience in credit risk portfolio management, strong analytical...Senior- Russell Tobin is seeking an experienced credit and asset management professional in New York City. This role entails monitoring complex financing models and ensuring portfolio performance through analytical reporting and strategic collaboration. The ideal candidate will...Senior
- ...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...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...Senior$150k - $200k
...Senior Risk Strategist New York, NY, USA Verition Fund Management LLC ("Verition") is a multi... ...investment strategies including Global Credit, Global Convertible, Volatility &... ...monitor and manage risk across the firm's portfolio Partner with Risk Managers to develop...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$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years of...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- 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
- ...to drive growth in banking services through effective client relationship management. This role requires a proven track record of at least... ...embedded payments. You will be responsible for maximizing portfolio profitability and developing junior team members while engaging...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
- KeyCorp is seeking a Relationship Manager III to manage and expand a portfolio of wholesale commercial credit products for automotive dealers. This role involves business development, risk management, and collaboration with internal partners to ensure client growth and...SeniorRemote job
- U.S. Bancorp is seeking a Credit Portfolio Manager to partner with Relationship Managers to effectively manage Corporate Banking credit account relationships. You will be responsible for growing revenue through new business opportunities while maintaining existing customer...Senior
$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...$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$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...$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- 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
$150.8k - $251.3k
...This position has accountability for relationships within the CRE Warehouse Finance segment... ...* Originate, underwrite, and obtain credit approval for facilities, adhering to bank... ...Monitor and manage the performance of the portfolio to ensure asset quality, timely...SeniorWork experience placement- # Hedge Fund Credit Portfolio Manager - Senior Vice PresidentCitiSVPPrivate CreditOn-siteLocationNew York, NY, United StatesDate PostedMarch 23,... ...Brokerage, Repo, Derivatives and structured lending Facilitate relationships with key clients, internal stakeholders and 2LoD Risk....SeniorWork experience placementLocal areaFlexible hours
- Analyst / Senior Analyst - Credit Operations & Portfolio Monitoring (Private Equity Fund Accounting) Position: Analyst / Senior Analyst - Credit Operations... ...settlement discrepancies Maintain strong working relationships with service providers such as custodians, fund...SeniorTemporary workWork at office
$175k - $200k
...York is seeking a multi-asset investment strategist to integrate quantitative techniques... ...Key responsibilities include optimizing portfolio construction, translating research into... ...investment frameworks, and maintaining relationships with ETF providers. The ideal candidate...Senior- A leading investment advisory firm is seeking a Senior Portfolio Advisory Specialist for a hybrid position in New York, NY. This role involves analyzing client portfolios, supporting portfolio construction, and preparing advisory materials. Candidates should possess a...Senior
- Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...SeniorRemote job
$75k - $95k
...About the Role: As one of our senior strategists, you will be responsible for the continued... ...Marketing team to manage a portfolio of brands, elevate the connectivity between... ...your management, fostering high-level relationships with client leadership and providing...SeniorFull timeSummer workRemote work$175k - $210k
...Senior Investment Strategist Location: Onsite – SoHo, New York City At Vise, we're building the... ...in shaping our investment research, portfolio design, and platform capabilities. Reporting... ...of this transformation, as their relationships with clients are essential to...SeniorCasual workWork at officeAfternoon shift- A dynamic technology firm is seeking a Senior Revenue Manager in the US to lead revenue strategies for short... ...analysis, revenue management systems, and strong relationship skills. Candidates will manage diverse portfolios, optimizing pricing, and ensuring success through...SeniorRemote jobTemporary workFlexible hours
$85.8k - $143k
...Overview: As a Senior Service Designer on the M&T Experience... ...team of designers, developers, strategists, and leaders who believe in... ...through an online portfolio Experience creating service... ...to establish strong working relationships with colleagues, clients, and...SeniorWork at officeRemote work$85k - $95k
...requires a Bachelor's Degree and experience in Pharmaceutical or B2B sales. You will build relationships with customers, develop tailored business plans, and ensure product portfolio sales. The role offers a competitive salary ranging from $85,000 to $95,000, along with...SeniorRemote job
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