Credit Portfolio Manager, Education and Non-Profit - Institutional Client Group
$98.18k - $115.5kU.S. Bank
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs. Basic Qualifications - Bachelor's degree, or equivalent work experience - Four to six years of relevant experience Preferred Skills/Experience - Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products - Strong relationship management and business development skills - Strong analytical and problem-solving skills - Effective presentation, verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits:Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawReview our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.Posting may be closed earlier due to high volume of applicants.SummaryLocation: Cincinnati, OH; Newport Beach, CA; New York, NY; Charlotte, NC; Denver, CO; Minneapolis, MN; Los Angeles, CAType: Full time
$119.77k - $140.9k
Credit Portfolio Manager, Metals & Chemicals - Institutional Client Group Job Description Partners with assigned Relationship Manager(s) to manage ICG credit account relationships in the Metals & Chemicals sectors. The role is responsible for growing revenue by closing...SuggestedTemporary workWork experience placement- ...investment advisory firm in New York seeks a Portfolio Manager. The role involves creating and... ...portfolios for ultra-high net worth clients and institutions. Responsibilities include risk... ...on client-centric solutions. #J-18808-Ljbffr Silvercrest Asset Management GroupSuggested
$110k - $200k
Global Financial Institutions Group (GFIG) - Insurance Client Coverage, Analyst/Associate... ..., securities, credit cards, and... ...offers a competitive portfolio of benefits to its... ...liquidity, and risk management solutions, public... ...and risk analysis, profitability assessment,...SuggestedFull timeWork at officeLocal areaWork from homeWorldwide$117.73k - $138.5k
...and discover what you excel at—all from Day One.Job DescriptionThe Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate and Public Sector Banking credit relationships. Grows revenue as directed by senior management by...SuggestedFull timeWork experience placementLocal area$200k - $250k
...and nurtured our client-first culture.Brown... ...independent investment management and strategic... ...foundations, charities, institutions, consultants, and... ...to serve as a Portfolio Manager as part of... ...TN, or any other non-immigrant visa classifications... ...parental leave• Group Long Term...SuggestedFull timeTemporary workH1bWork at officeWorldwide$117.73k - $138.5k
...from Day One.Job DescriptionSUMMARYThe Institutional Client Group (ICG) Portfolio Manager partners with Relationship Managers to successfully... ...of Commercial and Corporate Banking credit relationships. Assignments will focus on For-Profit Healthcare companies including (but not...Full timeWork experience placementLocal area3 days per week- ...Banking Job Title The Credit Portfolio Manager I (CPM) Job... ...and provides input to group loan decision process... ...a region or market. Education & Experience Bachelor... ...leading global financial institutions and is the fifth... ...to being a leader in client experience, that is...Work experience placementWork at officeLocal areaWork from homeFlexible hours
$110k - $135k
...position responsible for assisting clients in raising funds in the... ...transactions in coordination with the Institutional Banking team. The Investment... ...practices, and escalating, managing and reporting control issues... ...------------------Job Family Group: Institutional Banking-------...Full time- ...Analyst to join our dynamic Financial Institutions Group (FIG) team, offering an exceptional opportunity... ...banking and become a senior client executive who is capable of generating... ...exercisesDrafting presentation materials, management presentations, Board materials,...Work experience placement
$140k - $165k
...and nurtured our client-first culture.Brown... ...independent investment management and strategic... ...foundations, charities, institutions, consultants, and... ...as an Associate Portfolio Manager as part of... ...Solutions Group. This individual will... ...TN, or any other non-immigrant visa classifications...Full timeTemporary workH1bWork at officeWorldwide- U.S. Bank is seeking an Institutional Client Group Portfolio Manager to partner with Relationship Managers in managing a portfolio of Commercial and Corporate Banking credit relationships. Focus includes For-Profit Healthcare clients such as pharmaceutical, medical device...
$110k - $135k
...Banking Analyst - Financial Institutions GroupApplylocations:... ...for assisting clients in raising funds in the... ...practices, and escalating, managing and reporting control... ...to meet deadlines**Education:*** Bachelor's degree/... ...------## **Job Family Group:**Institutional Banking...Full time- ...Analyst to join our dynamic Financial Institutions Group (FIG) team, offering an exceptional opportunity... ...banking and become a senior client executive who is capable of generating... ...exercises. Draft presentation materials, management presentations, Board materials,...Work experience placement
$150k - $200k
...Title: Associate, Private Credit—Portfolio Management & Manager Research Department... ...global financial services group with an integrated network... ...the needs of individuals, institutions, corporates and... ...entrepreneurship, serving clients with creative solutions and...Relocation package$125k - $290k
...Asset & Wealth Management is an opportunity to help clients across the globe... ...in MAS client portfolios for Corporate Pensions... ..., Health Care Institutions, Endowments,... ...in educating and advising clients... ...Asset Solutions group Support the XIG... ...available to active, non-temporary, full...Full timeTemporary workPart time$120k - $150k
...financial services group with an... ...of individuals, institutions, corporates and governments... ...: Wealth Management, Investment Management... ...entrepreneurship, serving clients with creative... ..., and private credit supported by a team... ...-oriented Client Portfolio Manager to be...Relocation package$180k - $200k
Vise is hiring a Senior Client Portfolio Manager to serve as the bridge... ..., one-on-one, and in group settings Experience... ...learning and growing Education Undergraduate degree is required CFA Institute Charterholder is preferred... ..., sexual orientation, non-disqualifying physical...Casual workWork at officeRelocationAfternoon shift- A prominent asset management firm in New York is seeking a highly experienced Portfolio Manager to create and manage investment portfolios for ultra-high net worth clients. The role involves crafting investment strategies, managing risk, enhancing client relationships,...
- ...GFICC) at J.P. Morgan Asset Management is a leading fixed... ...geographies. The Global Credit Team manages corporate bond portfolios utilizing a rigorous, disciplined... ...of the oldest financial institutions, offers innovative... ...and government clients under the J.P. Morgan and...
- ...Commercial Lending portfolio to ensure timely... ...performed by Credit Analyst staff, and... ...Relationship Managers and Regional Managers... ...loan and non-credit products to clients.3. Monitor reports... ...RequirementsExperience & Education• Bachelor’s... ...individuals and groups. Ability to...Work experience placementWork at officeLocal area
- ...RoleAssist the Senior Credit Officer (SCO) or Credit... ...Commercial Lending Loan portfolio strategies to ensure organization... ...of Credit Portfolio Managers and Credit Analysts.... ...Ability to understand client industry and it's fit... ...with individuals and groups.Ability to travel throughout...Work experience placementWork at officeLocal area
$94k - $168k
...Position Overview Employer: DWS Group Title: Equity Product Specialist/Client Portfolio Manager Location: New York Job... ...strategies across retail, institutional and insurance channels.... ...and AI outputs. Licenses or Education Required/Preferred: BA/BS...Full timeWork at officeLocal areaWork from home$137.5k - $225k
...delivering for our clients, teammates,... ...Description:The Equipment Management Valuation Manager... ...Management Group (EMG) Valuation team... ...RVs in the existing portfolio. The role also involves... ...within a risk, credit, valuation, or asset... ...ManagementMinimum Education Requirement: High...Full timeWork at officeDay shift- ...join our dynamic Financial Institutions Group within Banks.Job SummaryAs... ...internal committee memoranda and client presentations. You will... ...team members and client management teams on a daily basis to execute... ...background from a top tier educational institution.Strong...Work experience placement
- Executive DirectorPrivate Bank, Portfolio Solutions Group - Head of Equity Investment SpecialistsJ.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader... ...management. Its clients include institutions, high-net-worth individuals and...Work at officeLocal area
- TD Bank Group in New York seeks a Credit Portfolio Manager I to gather financial information and perform analyses to support credit decisions. The CPM I contributes... ...strong skills in credit analysis, negotiation, and client communication. Domestic travel may be involved as...
- ...join our dynamic Financial Institutions Group, offering an exceptional opportunity... ...committee memoranda and client presentations. You will... ...team members and client management teams on a daily basis to execute... ...background from a top tier educational institution.Strong...Work experience placement
$100k - $170k
...OverviewGoldman Sachs Asset Management's Quantitative... ...70,000+ customized portfolios and a range of fund... ...to High Net Worth, Institutional and Retail clients. As a focal point for... ...expected to provide education on investment strategies... ...to active, non-temporary, full-time...Full timeTemporary workPart time- ASEAN Corporate Credit Underwriting Cluster Head / ICM (Institutional Credit Management) Head of Philippines Apply... ...corporate and public sector clients. The ASEAN Corporate... ...Leadership through groups and functions As a... ...constituencies Education: Bachelor's/University...Full timeWork experience placementLocal area
- ...generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research,... ...technology, and hands-on client expertise. Our mission is to deliver... ...hyper-personalized, tax-aware portfolios at scale. We're not looking...
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