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
$111.1k - $130.7k
...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...SuggestedTemporary workWork 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...SuggestedFull timeWork experience placementLocal area3 days per week$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-------...SuggestedFull time$125k - $250k
...Stanley Investment Management (“MSIM”),... ...performance, exceptional client service and a... ...governments, institutions, corporations... ...agency and non-agency residential... ...structured credit sectors. The team... ...Institutional Portfolio Manager / Senior... ...in both small-group and large-audience...SuggestedTemporary work$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$150k - $180k
...possibilities for our clients. By delivering... ...investment management capabilities,... .../short equity portfolios that allow,... ...to retail and institutional clients... ...landscape/peer group, stay current... ...distribution teams to educate advisors,... ...laws governing non-discrimination...Full timeWork at officeFlexible hours$120k - $150k
...Client Portfolio Manager (CPM) - Global Listed Real Assets Job Code: 13297... ...global financial services group with an integrated network... ...the needs of individuals, institutions, corporates and governments... ..., multi-asset, and private credit supported by a team of disciplined...Relocation package- ...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...
$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
- ...A global financial institution is seeking a Bilingual Credit Risk Associate to manage portfolio and underwriting for Japanese Corporate banking clients. The role involves performing credit analysis, due diligence, and working closely with management on complex relationships...Full time
- ...platform that fuses institutional-grade quantitative... ..., and hands-on client expertise. Our mission... ..., tax-aware portfolios at scale. As a Client Portfolio Manager (CPM), you will sit... ...investment restrictions.Educational... ...incentive programs, non-annual sales incentive...Full timeWork at office
- 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
- ...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
$175k - $225k
...is seeking an Associate in the Investment Banking - Financial Institutions Group based in New York, New York. In this role, you will support... ...senior team members with transaction structuring, research, and client engagement. Ideal candidates will have an undergraduate...- ...possibilities for our clients. By delivering... ...investment management capabilities,... ...next Client Portfolio Analyst (CPA)... ...retail and institutional channels.... ...landscape/peer group; stay current... ...skills; Formal Education: * Undergraduate... ...governing non-discrimination...Full timePart timeWork at officeFlexible hours
$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- ...leading investment bank is seeking an experienced Investment Banking Associate to join their Financial Institutions Group. Responsibilities include developing client presentations, guiding detailed financial analyses, and mentoring junior team members. Candidates should...Work experience placement
$140k - $200k
...securities, investment management and wealth management services... ...Firm's employees serve clients worldwide including... ...Investment Officer (“OCIO”) group partners with Morgan... ...client channels, to offer portfolio management services to both institutional and individual clientele...Temporary workWork at officeWorldwide- ...Susquehanna International Group, LLP in New York seeks a Credit Relationship Manager to expand connectivity with issuers, syndicate desks, and dealer markets, supporting a Portfolio Manager and analysts in credit research. You will own relationship development, build scalable...
$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$176.72k - $265.08k
...CitiCiti Investment Management ("CIM") is... ...Investment Solutions group to offer global and... ...according to clients' individual risk... ...partner platform Citi Portfolio Solutions powered... ...and operations.Education: Bachelor’s degree... ...construction and institutional risk models (e.g....Full timeContract workFlexible hours$115k - $130k
...retail securities brokerage, institutional sales and trading,... ...investment advisory and asset management services.Our Investment Banking... ...market-based strategies to clients in all major industries, with... ...combination of industry and product groups enables the firm to deliver...- ...dynamic Strategic Investment Group team, offering an exceptional... ...growth within a leading financial institution.Job SummaryAs an Analyst in... ...banking and become a senior client executive who is capable of... ...exercisesDrafting presentation materials, management presentations, Board...Work experience placement
$110k - $135k
...Financial Strategy Group (FSG) is the corporate... ...investment banking clients on capital structure, credit ratings, capital... ...practices, and escalating, managing and reporting... ...50 days of joining.Education:Bachelor's or... ...-Job Family Group: Institutional Banking------------...Full time$148.5k - $174.7k
...and Standby Letter of Credit products. The Trade &... ...Enablement & Program Management, (3) Product Management, and (4) Portfolio Management.This role... ...The role may assist in client discussions to... ...coordinating with the Institutional Client Group (ICG) and Asset Based...Full timeWork experience placementWork at officeLocal area3 days per week- ...Silvercrest Asset Management Group LLC is a leading independent, registered... ...-worth families and select institutional investors. Founded in 2002,... ...investors. Silvercrest's client-centric approach emphasizes... ...Job Objective: The portfolio manager will create and manage...Work at office
$102.08k - $132.71k
...The Institute of International Education (IIE) is hiring a Director... ...execution of a portfolio of annual events... ..., including management of staff, consultants... ...donor groups. Analyze donor... ...donors, alumni, or clients. Excellent... ...expertise related to non-profit advocacy....Full timeTemporary workWork experience placementWork at officeRemote workFlexible hours$125k - $290k
Goldman Sachs Asset Management (GSAM) is one... ...’s foremost institutions, financial... ...class investing group that sits... ...objectives for clients. These solutions... ...for multi-asset portfolio design and... ...expertise, advisor education, and timely... ...available to active, non-temporary,...Full timeTemporary workPart time
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