Sr. Portfolio Banker - Global Family Office (GFO)
Northern Trust
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Sr. Portfolio Banker - Global Family Office Responsible for providing credit and banking to new Global Family and Private Investment Offices (GFO) relationships and broadening relationships of existing GFO banking clients. Manages ongoing complex credit and deposit relationships for the largest/most complex Family offices and generational family members and their investment structures. Develops and cultivates relationships with new and existing clients to enhance profitability of credit and deposit services for the Bank. Enhances quality of service to existing accounts and coordinates delivery of client service with other parts of the Bank. Key Responsibilities Assists in the cultivation of new relationships with GFO Wealth Strategists and Relationship teams and develops the marketing strategy for specific prospects and clients. Manages complex GFO banking, credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment, fiduciary and deposits. Responsible for structuring and negotiating complex loan agreements according to Credit Policy guidelines established by Credit Policy Committee Analyzes and negotiates the terms of loans, such as special pricing conditions, covenants, interest rates, collateral advance rates, borrowing bases and swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement Advises and consults with clients as it relates to Goals Driven Wealth Management Generates leads through well established relationships with COI's and cultivates a network of additional COI's As a team member, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level Carries out activities that are large in scope, cross-functional and technically difficult Role is balanced between high level operational execution and development and client service Responsible for direct interaction with different committees and/or management. Strategic in developing, implementing and administering programs within functional areas Leads others to solve complex credit problems The Successful Candidate Will Benefit From Having At least 5 to 7 years year in financial analysis, credit underwriting, commercial lending with an emphasis on fund and investment financing along client servicing experience May lead functional teams or projects with moderate resource requirements, risk, and/or complexity Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required. Knowledge of investments and investment structures including Private Equity and Hedge Funds, trust and trust structures to create proper loan structures and credit terms Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network Excellent oral and written communication skills are required Highly flexible and adaptable to change in high demand environment Interprets internal/external business challenges and recommends best practices to improve risk mitigation, processes or services Communicates difficult concepts and negotiates with others to adopt a different point of view #J-18808-Ljbffr Northern Trust
$137.4k - $233.6k
...Sr. Portfolio Banker - Global Family Office Responsible for providing credit and banking to new Global Family and Private Investment Offices (GFO) relationships and broadening relationships of existing GFO banking clients. Manages ongoing complex credit and deposit...Work at officeSeniorH1bFlexible hours$164.6k - $225k
...Sr. Portfolio Advisor, Global Family Office Group Northern Trust's Global Family Office Group is a 40-year-old full-service family office providerinvestment... ...manages $200bn for 500+ families globally. The GFO Investment Practice is part of the Northern Trust Wealth...Work at officeSeniorH1bFlexible hours- Northern Trust in Chicago seeks a Sr. Portfolio Banker to manage complex credit and banking relationships for Global Family Office clients. You will drive loan structuring, risk assessment and cross-functional client service across the bank, delivering sophisticated financing...Work at officeSenior
- Northern Trust's Global Family Office (GFO) is hiring a Senior Credit Portfolio Manager in Chicago to manage credit product risk and profitability for a portfolio of credit clients - financial and credit analysis, underwriting, credit memoranda, legal documentation, covenant...Work at officeSeniorRotational program
$74.2k - $126.2k
...Sr. Credit Portfolio Manager This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried... ...holdings. Evaluates the liquidity and performance of Family Office holding and legal structures and...Work at officeSeniorRotational programH1bFlexible hours- Northern Trust’s Global Family Office Group seeks a Sr. Portfolio Advisor to oversee investment activities for large, high-net-worth client portfolios. You will develop allocations, select managers, and partner with the client service team to implement investment strategies...Work at office
$137.4k - $240.4k
..., a Fortune 500 company, is a globally recognized, award-winning financial... ...most successful individuals, families, and institutions by remaining... ...:**Lead market development officer (sales representative) for... ...and across Northern’s existing GFO regional clients. Reports directly...Work at officeLocal areaFlexible hours$55.8k - $89.4k
...and exceptional service to sophisticated family offices, trusts, foundations, and other complex... ...contributes to client administration, portfolio analysis and implementation, investment... ...investment opportunities available to Global Family Office clients. Portfolio Implementation...Work at officeH1bImmediate startFlexible hours$111k - $209k
...is committed to an in-office culture that supports collaboration... ...commercial credit portfolio. SAG’s primary... ...credit relationships. The Sr. Portfolio Officer develops... ...teammates and their families by offering competitive... ...communities we serve. Global Impact Learn about the...Work at officeSeniorFlexible hoursShift workDay shift- Northern Trust is seeking a GFO Marketing Lead for Wealth Management Marketing to drive the global marketing strategy for Global Family Offices. The role collaborates with the executive team and sales leadership to translate results into new opportunities and programs....Work at office
- Northern Trust's Global Family Office (GFO) is hiring an Embedded Practice Control Officer to own the operational control environment for the practice: implementing control frameworks, running risk assessments and risk-based testing, supporting thematic reviews and audit...Work at office
$120k - $156.5k
...Senior Portfolio Analyst Ullico, Inc., one of the nation's largest sources for real estate... ...and is located in our Chicago, IL office. Job Duties: Maintain overall statistics... ...such as Construction Status reports, Multi-Family Sales Status reports and Watch List...Work at officeSeniorPermanent employment- ...Bank of America is committed to an in-office culture with specific requirements for office... ...-for-Profit (HENFP) business—part of the Global Commercial Bank—and play a leading role... ...and delivering profitable growth across a portfolio of complex, mission-driven organizations....Work at officeSeniorWork experience placementLocal areaShift workDay shift
$110k - $200k
...America is committed to an in-office culture that supports collaboration... ...recommendations, monitoring portfolio performance and writing Credit... ...-facing teammates in the Global Corporate Bank to consult on sales... ...position can be filled as a Sr. Credit Underwriter or Credit...Work at officeSeniorFlexible hoursShift workDay shift$168.75k - $281.25k
...relationships such as T-Mobile and other global organizations. We design... ...telecommunications solutions portfolio. This is a hybrid role with... ...at an assigned TransUnion office location at least two days... ...covering health, protection, family, future, time off, and...Work at officeSeniorFull timeFlexible hours2 days per week$200k - $300k
...new business growth across a portfolio of North America-headquartered... ...clients, operating within a global business that serves clients... ...model offering 3 days in the office and 2 days working remotely,... ...level, and date of hire. Job Family Group: Institutional Sales Job...Work at officeSeniorFull timeRemote work$168.75k - $281.25k
...Solutions team partners with global telecommunications providers... ...telecommunications solutions portfolio. This is a hybrid position and... ...in-person at an assigned TU office location for a minimum of two... ...life and AD&Dfor you and your family, andshort and longterm disability...Work at officeSeniorFull timeWork experience placementFlexible hours2 days per week- ...services provider in Chicago is seeking a Universal Banker II to deliver excellent service and support... ...maintaining cash drawer accuracy. The position requires a high school diploma and proficiency in Microsoft Office and Salesforce. #J-18808-Ljbffr BayWa r.e. Solar Trade GlobalWork at officeSenior
$114.7k - $194.9k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our...Work at officeFull timeH1bWorldwideFlexible hours- ...operations cost base and desired portfolio margin performance. Lead... ..., etc.). Partner with BU CFO office and central FP&A team(s) to embed... ...) About us Kraft Heinz is a global food company with a delicious... ...diverse workforce and their families and complement Kraft Heinz’...Work at officeSeniorFull timeWork experience placementFlexible hours
- Our Global Real Estate (GRE) Finance and Business Management organization is responsible... ...components of the Firm’s corporate real estate portfolio including capital, expense planning, and... ...High proficiency in Microsoft Office Suite (Teams, Excel, PowerPoint, OneNote)...Work at officeSenior
$179.85k - $340.97k
...clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and... ...tracking system. Global Trade Management, Sr Manager Baker Tilly is hiring on our... ...Protection, Bureau of Industry and Security, Office of Foreign Assets Control or the...Work at officeSeniorLocal areaWorldwide$242k - $265k
...should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion... ...proficiency in basic computer applications, such as Microsoft Office software products The annual base salary for this position is...Work at officeSeniorFull timePart timeShift workDay shift$21.63 - $32.69 per hour
...alternative application process. Universal Banker - Floater Full Time Sales Garfield Ridge... ...roles.Strong knowledge of Microsoft Office preferred. Working knowledge of banking... ...military service, protected veteran status, family medical history or genetic information, family...Work at officeSeniorHourly payFull timeWork experience placementRemote work$74.93k - $153k
...work for high-net-worth individuals and families? This Tax Senior opportunity within Deloitte... ...CPA in the state of practice/primary office, if eligible to sit for the CPA. If not CPA... ...process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@...Work at officeSeniorLocal areaVisa sponsorship- About Northern TrustAs a global leader in innovative wealth management... ...most successful individuals, families, corporations and... ...supported through a network of offices around the globe.Northern Trust... ...institutional investors with complex portfolios and product types. The...Work at officeSeniorFull timeH1bWorldwideFlexible hours
$110k - $200k
...America is committed to an in-office culture that supports collaboration... ...recommendations, monitoring portfolio performance and writing Credit... ...-facing teammates in the Global Corporate Bank to consult on sales... ...position can be filled as a Sr. Credit Underwriter or Credit...Work at officeSeniorFull timeFlexible hoursDay shift$91k - $150k
...America is committed to an in-office culture that supports... ...recommendations, and monitoring portfolio performance. Supports both underwriting... ...in our teammates and their families by offering competitive... ...in the communities we serve. Global Impact Learn about the six areas...Work at officeSeniorFlexible hoursShift workDay shift$140k - $235k
...serve.Bank of America is committed to an in-office culture that supports collaboration,... ...valuable financial solutions to complex Global Commercial Banking clients and prospects.... ...preferred.Responsibilities:Manages an extensive portfolio of complex clients and prospects with...Work at officeSeniorFull timeWork experience placementLocal areaFlexible hoursShift workDay shift$125k - $173k
...underwriting within an assigned Branch Office and handles referral decisions for the most complex portfolios. This role takes on a strategic... ...peace of mind to you and your family. Reimagining insurance to... ...Group, Inc. (AIG) is a global leader in commercial and personal...Work at officeSeniorFlexible hours
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