Portfolio Manager - Institutional Client Group - Technology
$132.26k - $155.6kU.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 Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account 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 - Seven to ten years of commercial banking experience Preferred Skills/Experience - Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures - Strong relationship management and business development abilities, with thorough knowledge of credit products - Strong analytical and problem-solving skills - Ability to work effectively with individuals and groups across the company to manage customer relationships - Well-developed written communication and verbal presentation 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: $132,260.00 - $155,600.00U.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: San Francisco, CA; Cincinnati, OH; Newport Beach, CA; Charlotte, NC; New York, NY; San Jose, CA; Walnut Creek, CA; Minneapolis, MN; Denver, CO; Los Angeles, CAType: Full time
$200k - $250k
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Morgan Stanley Investment Management (“MSIM”), together... ...performance, exceptional client service and a... ...including governments, institutions, corporations and individuals... ...Income Institutional Portfolio Manager / Senior... ...effectively in both small-group and large-audience settings...SuggestedTemporary work$117.73k - $138.5k
...every stage of your career. Try new things, learn new skills 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...SuggestedFull timeWork experience placementLocal area$131.3k - $243.9k
...have demonstrated how these technologies accelerate R&D, leveraging data... ...) is a strategic, unified group whose goal is to harness... ...Within the CoE organisation, the Portfolio & Operations team organises... ...: portfolio strategy & management, administration, budget planning...SuggestedFull timeLocal areaWorldwideRelocation package- ...communities we invest in worldwide. Portfolio Execution & Solutions Group The Portfolio Execution &... ...include trading, funding and liquidity management, securities lending, portfolio... ...insights, advanced data analytics and technology to ensure investment ideas are...SuggestedPermanent employmentWork at officeWork from homeWorldwide
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Job Title: Manager, Client Services Location: New York, NY Start Date: ASAP Whalar is the leading... ...and influencer strategy. We have the technology and methodology to tap into the beating... ...approvals. Our values: At Whalar Group, diversity, equity, and inclusion (DEI)...Full timeLocal areaImmediate startHome officeFlexible hours- ...Associate to join our dynamic Financial Institutions Group within Banks.Job SummaryAs an... ...presenting internal committee memoranda and client presentations. You will play a leadership... ...with senior team members and client management teams on a daily basis to execute transactions...Work experience placement
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...-scale, clean energy developer with a growing portfolio of projects across a range of technologies, NineDot Energy is creating innovative energy... ...0. With the backing of Manulife Investment Management and The Carlyle Group - two of the world's leading infrastructure investors...Local area$130k - $150k
...Neuberger's Technology team is seeking a technically... ...coordinate new client implementations... ...plans including management reporting,... ...Familiarity with portfolio management workflows... ..., private funds, institutional/multi-asset mandates... ...of terrorist groups, acts of terrorism...Work at officeLocal areaWorldwideShift work$124.36k - $146.3k
...their experience.We are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to be focused on virtually... ...managing and growing a large, diverse, nationwide portfolio of corporate, commercial, and municipal clients....Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$170k - $300k
...Category: Private Client Product Services,... ...: CitiThe Portfolio Construction & Analytics... ...risk. Leveraging technology, the team... ...opportunity, downside risk management, and liquidity... ...preferably in an institutional consulting, global... ...------Job Family Group: Private Client...Full timeWork at office- ...indexing — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver... ...hyper-personalized, tax-aware portfolios at scale. As a Client Portfolio Manager (CPM), you will sit at the intersection...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
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OverviewConnecting clients to markets - and talent to... ...400,000 retail and institutional clients from more than... ...investing, The StoneX Group is made up of four segments... ...institutional-grade technology, working alongside... ...trading, research, and management technology.Job purpose...Permanent employmentFull time- ...Associate to join our dynamic Financial Institutions Group, offering an exceptional opportunity... ...presenting internal committee memoranda and client presentations. You will play a... ...transactionsInteract with senior team members and client management teams on a daily basis to execute...Work experience placement
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...headquartered in Chicago, the DV Group of financial services firms... ...strategies, and risk management methodologies to provide liquidity... ...constraints of traditional institutions. The platform supports a... ...in areas such as research, technology, or execution. Resources across...Full timeWorldwideFlexible hours$165k - $220k
...Mitsubishi UFJ Financial Group (MUFG), one of the... ...difference for every client, organization, and community... ...investing in talent, technologies, and tools that... ...Business Unit Risk & Control Manager (BURM) position is... ...preferably in a financial institution or other highly...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours$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...$105k
...solutions to individual and institutional investors, companies, and... ...investment banking expertise to clients who need help achieving... ...in the Investment Banking Technology Group. The Analyst will play a critical... ..., such as pitch books, management presentations, information...Night shiftWeekend work- ...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
$290k - $310k
...high-impact brand into a technology-driven organization.... ...solutions for our clients across different markets... ...Executive Director, Financial Institutions Debt Capital Markets (... ...companies, asset managers, specialty finance... ...Financial Institutions Group (FIG) clients, banks,...Hourly payFull timeContract workWork experience placementLocal areaShift work$120k - $145k
...private equity, real estate, technology and financial industries,... ...partnering with attorneys and clients to deliver cutting-edge solutions... ...forward-thinking peers.The Manager, Client Development - IP... ...-selling opportunities, and institutional client strategies across core...Full timeContract workWork at office$191k - $242k
...Senior Manager, Global KYC and Client Onboarding New York City, NY FalconX is a pioneering team... ...builders committed to revolutionizing institutional access to the crypto markets.... ...traditional finance and cutting-edge technology, FalconX addresses the industry's foremost...Local area$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong relationships with high-net-worth clientsExamine complex tax filings for individuals, trusts, family investment...Work at officeLocal areaRemote work- ...generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to... ...hyper-personalized, tax-aware portfolios at scale. We're not looking...
$135k - $170k
...home to 90% of the top 30 asset managers in the private markets, and... ...Product Manager - Strategic Clients & Projects Lead will serve as the primary product and technology expert for large, strategic global... ...discovery engagements with institutional clients to translate business...Local areaFlexible hours$115k - $130k
...securities brokerage, institutional sales and trading,... ...investment advisory and asset management services.Our... ...-based strategies to clients in all major industries... ...Industrials, as well as Technology, Media and... ...industry and product groups enables the firm to deliver...$110k - $135k
...CitiCiti’s Financial Strategy Group (FSG) is the corporate... ...advising investment banking clients on capital structure, credit... ...business practices, and escalating, managing and reporting control issues... ...-----------Job Family Group: Institutional Banking----------------------...Full time- ...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
$191k - $242k
Senior Manager, Global KYC and Client Onboarding New York City, NY Who are we? FalconX is a pioneering... ...committed to revolutionizing institutional access to the crypto markets. Operating... ...traditional finance and cutting‑edge technology, FalconX addresses the industry's...Local area
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