Lending Portfolio Analyst - Wealth Management
Aumni
JPMorgan Chase & Co. in New York seeks a loan portfolio manager to oversee an existing loan portfolio, coordinate with Lending Advisors, Credit, and external partners, and drive deal execution from origination to funding. The role focuses on managing risk, ensuring compliance, and maintaining strong client relationships. The position requires 2+ years in Wealth Management, knowledge of loan documentation, and the ability to operate with limited supervision under tight deadlines. #J-18808-Ljbffr Aumni
- JPMorganChase in New York seeks a Lending Professional to manage an existing loan portfolio, coordinate with Lending Advisors and Credit partners, and drive deal execution from origination to funding. You will monitor risk, maintain strong client relations, and ensure timely...Suggested
$90k - $125k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you... ...techniques for multi-asset and liability-hedging portfolio design and implementation and reflect...SuggestedFull timeTemporary workPart time$90k - $130k
...is an investing group within the Asset Management Division at Goldman Sachs. MAS is responsible... ...managing customized multi-asset class portfolios and funds, including discretionary... ...international public pension plans, sovereign wealth funds and insurance companies and...SuggestedFull timeTemporary workPart time- Lending Professionals partner with clients to align credit needs with the... ..., fund, and maintain a diverse portfolio of credit facilities while proactively managing risk and ensuring an excellent client... ....Qualifications2+ years of Wealth Management experience preferred....SuggestedWork at office
$170k - $300k
...Services, Executive, WealthCompany: CitiCiti Wealth is a leading provider of financial... ...Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many... ...and help deliver the complete financial management strategies that today’s wealth requires....SuggestedFull timeFor contractorsLocal area- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised... ...responsive to the field is preferred Ability to understand complex portfolio data, and verbalize the message in a simple to understand...Work at officeRemote workFlexible hoursNight shift
- ...Manhattan (Hybrid) is seeking a Financial Analyst to support the Securities-Based Lending program, focusing on pipeline management, data analysis, and operational strategy. This... ...experience in lending workflows and wealth-management processes. #J-18808-Ljbffr Tier...
$80k - $100k
A financial services firm seeks a Senior Operations Analyst (RIA) in Charlotte, NC, with a focus on portfolio management and reporting. Candidates should have 4-5+ years of experience in a similar environment, strong Excel skills, and the ability to collaborate effectively...Remote job$301.64k
...communication. Analyze, construct, and manage investment portfolios, advising clients on asset... ...and code of conduct. Work with Lending Advisors, Trust Officers, and Wealth Advisors. This position... ...Investment Specialist, Investment Analyst, or related occupation.Skills Required...Full time- JPMorganChase is seeking an Analyst in the FinTech, Wealth, and Asset Management team to contribute to business strategy and execution. You will participate in the full cycle of transactional execution, including preparing marketing pitches, reviewing and formulating financial...
$109.12k - $163.68k
...investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic financial... ...to provide customized solution to optimize their portfolios from revenue, risk and funding perspective. The role requires...Full timeWork experience placementWork at officeWorldwide- JPMorgan Chase & Co. is seeking a Lending Professional - Analyst for the U.S. Private Bank in New York, NY. You will own day-to-day management of an existing loan portfolio, coordinate with Lending Advisors and Credit, and help originate, fund, and maintain facilities....
$110k - $175k
...to large corporate within the Sponsor Finance & Direct Lending business unit. Associates will also provide support for... ...Sponsor coverage), Syndications, Monitoring and Sponsor portfolio company Relationship Management functions by assignment within the business unit....Work experience placementWork at officeLocal areaRemote work$100k - $110k
...is a global alternative investment management firm focused on pursuing outperformance... ...Responsibilities We are seeking an Analyst to join our Portfolio Management group for a rapidly... ...credit or private equity and direct lending strategy a plus. Collaborative work...Local areaFlexible hours$85k - $160k
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around... ...planning and private banking and lending services. As client needs evolve, this... ...relationships. Responsibilities will include portfolio construction and implementation,...Full timeTemporary workPart time$85k - $160k
...good communication skills are also a must. OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around... ..., philanthropic planning and private banking and lending services. As client needs evolve, this close relationship...Full timeTemporary workPart time- ...investment firm. Collaborate with technology teams to innovate data management solutions. Enhance your expertise in asset-backed debt... ...building BI dashboards to provide actionable insights across portfolio data.Engage with stakeholders to deliver data-driven insights...
- ...or institutional brokerage experience Ability to multi-task and manage priorities effectively Excellent communication skills Strong analytical... ...Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and...Work at office
- ...exciting opportunity for you. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client... ...wealth management, including investments, lending, banking, and trust and estate planning. No...Full timeTraineeshipSummer workImmediate start
$108k - $154.5k
Internal Audit Wealth Management is seeking someone to join our team to support end-to-end audit execution across MSPBNA Lending and Deposit Products, delivering risk-focused assurance, continuous monitoring, and issue closure verification.The Internal Audit Division (IAD...Temporary workWork at office- ...Program Banker Analyst We are actively looking for exceptionally talented... ...including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.... ...Research client inquiries and manage follow up communication and materials...Work experience placement
- ...Investment Analyst At Range, we're building towards a world where anyone can live... ...themselves. We're building AI-powered wealth management. Investments, taxes, retirement, estate... ...investment management offering by supporting portfolio construction, manager and vehicle...Work at officeRelocationMonday to Friday
$80k - $90k
...Investment Analyst Walnut Creek, CA; New York, NY Concentric... ...Innovation is an investment management firm specializing in customized... ...indexing and integrated portfolio solutions for independent RIAs... ...collaboration with a like-minded wealth management partner, expanding...Work at officeFlexible hours- ...A high-growth real estate investment platform is seeking an Analyst to join its growing Portfolio Management team. This is an opportunity for an early-career real estate or finance professional to gain broad exposure across portfolio strategy, investment analysis, asset...Full time
- 5 days a week on-site. Midtown NYC Investment Operations & Portfolio Management Analyst Company Description A growing alternative investment firm focused on private equity and private markets, with a diversified portfolio across fund-of-funds, co-investments,...Full timeWork at office
$34.5k
...toward their financial goals, we offer a clear path to becoming a wealth manager through structured training, licensing, and professional... ...Build and strengthen client relationships through networking, portfolio management, and consistent communication. Financial...Full timeWork experience placementWork at officeLocal areaFlexible hours$100k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for... ...planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows...Full timeTemporary workPart time- ...directly with a Partner for mentorship and growth. Enhance your expertise in portfolio management and investment processes.Job DescriptionInvestment Operations & Portfolio Management Analyst OverviewThe Investment Operations & Portfolio Management Analyst supports secondary...
- ...Bank, including family offices, hedge fund managers and clients seeking active investment... ...to clients and investment committees in portfolio reviews and investment forums. You will... ...universe includes the entire spectrum of Wealth Management open architecture platform including...
- TIAA’s Wealth Content team develops content strategies, educational articles, newsletters, webinars and other programming designed to... ...promotional messaging.Experience in financial services, wealth management, retirement, investments or another highly regulated industry.Experience...Full timeWork at office
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