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
$111.1k - $130.7k
...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...SuggestedTemporary workWork experience placementLocal area$180k - $240k
...public and private markets. We invest our clients’ capital across a range of fixed... ...position will reside in the U.S. Financial Institutions Group, which is a team of 25+ investment... ...will engage directly with CIOs, portfolio managers, and senior treasury leaders to position...SuggestedFull timeWork at officeFlexible hours- ...banking and treasury management services to small, middle... ...solutions to its clients and serves the Community... ...nationwide through its technology forward platform, SmartStreet... ...VP, Consumer Loan Portfolio Manager is responsible... ...team or other groups as needed.Ability to deal...SuggestedFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
- ...banking and treasury management services to small, middle... ...solutions to its clients and serves the Community... ...nationwide through its technology forward platform, SmartStreet... ...team or other groups as needed.Ability to deal... ...Job Category: Credit, Portfolio Management \& Sales...SuggestedFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
$117.73k - $138.5k
...excel at—all from Day One.Job DescriptionSUMMARYThe Institutional Client Group (ICG) Portfolio Manager partners with Relationship Managers to successfully... ..., physician groups, dental practices and healthcare technology. Existing and prospective client revenue size will be...SuggestedFull timeWork experience placementLocal area3 days per week$85k - $150k
...planning, investment management, business... ...bound to act in our clients’ best interests —... ...service quality, technology, succession planning... ...and speak to groups of potential clients... ...an accredited institution (preferably Business... ...and analysis for portfolio reviews/...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$204k - $305k
...leading global asset management firm with over 3,000 employees... ...experience across technologies and business functions... ...SummaryThe Technology group provides everything... ...day efficiency tools. Portfolio Managers, Account Managers... ...decisions for our clients.The asset management industry...Full timeWork at officeShift work$30 - $35 per hour
...Portfolio Manager Founded in 1990, Pacific Rim Capital (PRC) is one of the largest independent... ...solutions (AGVs), clean energy technology, mobile datacenters, and IT & communications... ...role in managing the post-commencement client relationship for equipment leases. This...Full timeWork at officeFlexible hours$110k - $126k
...class services, advisory and technology for our clients. We are committed to... ...forward. Grow your property management career with JLL's dynamic... ...PM will be managing an Institutional portfolio in the area. This is an on... ...with diverse stakeholder groups Proficiency in Yardi, MRI...Full timeLocal area$205k - $240k
...public and private markets. We invest our clients’ capital across a range of fixed income... ...for PIMCO. As part of our offering we manage quantitative alternative strategies spanning... ...alpha.We are expanding our Quantitative Portfolio Management team and seeking an...Full timeFlexible hours$88.8k - $165.6k
...26Address:320 S Canal StreetJob Family Group:Commercial Sales & ServiceAnalyzes credit... ...and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations... ...in collaboration with Relationship Manager and business partners.Structures and supports...Full timeContract workPart timeWork experience placementWork at officeLocal area$112k - $149k
...Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology... ...TEAM We are looking for a detail-oriented corporate travel manager to manage an efficient corporate travel program that meets the...Full timeWork experience placement$129k - $171k
Anduril Industries is a defense technology company with a mission to transform U.S. and allied... ...successful in the long termProject manage across many stakeholders. If you don’t like... ...the person leading meetings with large groups of people or managing large Slack channels...Full timeWork experience placementImmediate startAfternoon shift- ...Alere Property Group ("Alere") is a full-service... ...development and asset management of industrial... ...is backed by a large institutional investor enabling us... ...grow our additional portfolio. For more information... ...helping to leverage new technologies that empower decision...Full timeWork at officeLocal areaFlexible hours
$155.6k - $306.8k
...Transactions team helps guide clients through their most critical... ...seeking a Business Strategy Manager focused on the Investment Management... ...and drive change through technology and data.Work on high-impact... ...experience, a dedicated research group, and recognized talent to...Local area$142.8k - $178.6k
...rich legacy that started back in 1874.Join us as aTerritory Portfolio Manager Your main responsibilities***Open to candidates in Los Angeles... ...our success.Discover more on our career website.At Schindler Group we value inclusion and diversity, and practice equity to create...Local area$146k - $200k
...Job Summary JOB DESCRIPTION The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our... ...successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven...Work at office$88.8k - $165.6k
...loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and... ...performance in collaboration with Relationship Manager and business partners. Structures and... ...making. Focus is primarily on business/group within BMO; may have broader,...Part timeWork experience placementWork at officeLocal area$175k - $240k
...markets. We invest our clients’ capital across a... ...treasury and liquidity management, operations, and oversight... ...-functionally with Portfolio Management, Product Strategy... ...of this fund group. While this role includes... ...leverage new and emerging technologies, including AI‑enabled...Full timeFlexible hoursShift work$130k - $300k
...harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions... ...Wealth Advisor to join our Wealth Management team. This role is located in... ...Underrepresented racial and ethnic groups/Females/Individuals with Disabilities...Temporary workWork experience placementLocal areaWorldwideFlexible hours$99k - $130k
Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. By bringing the expertise, technology, and business model of the 21st century’s most innovative companies to the defense industry...Full timeFor contractorsWork experience placementImmediate start$80k - $85k
...AnalystApplylocations: Pacific Hospitality Group – Irvine, CAtime type: Full... ...s investor relations, asset management, and financing initiatives.... ...and refinances across the portfolio, including lender outreach,... ...curiosity around emerging technologies and process optimization-*We...Local area$145.5k - $168k
...markets. We invest our clients’ capital across a... ...growth area for the firm, managing approximately $150 billion... ...partner closely with Portfolio Management, Legal, Tax... ...and control for a group of complex evergreen funds... ...ability to leverage technology and automation tools (...Full timeFlexible hoursShift work- ...class services, advisory and technology for our clients. We are committed to... ...team members of the national institutional team) Skillset Requirements... ...competency in project management and/or account management... ...Training. Our Business Resource Groups, comprised of more than 7,...Full timeTemporary workLocal areaRemote work
$114k - $179.14k
General information Entity Safran is an international high-technology group operating in the fields of aerospace (propulsion, equipment and... ...cabin interiors, as well as advanced water and waste management systems.Here, you will develop your skills and grow within a...Permanent employmentFor subcontractorLocal areaWorldwide$12 - $25 per hour
...experience. As part of Zillow Group's FinTech division, you'll... ...by Zillow's industry-leading technology, brand, centralized operations... ...Get To: Originate and manage purchase mortgage loans from... ...referral model. ~ Strong client service orientation with consultative...Hourly payWork at officeLocal areaWork from home$85k - $115k
..., or membership in any other group protected by federal, state,... ...Day in the Life**The **Asset Manager (AM)** is responsible for managing... ...across both the CORE and SBA portfolios. The role is responsible for... ...Development Financial Institution (CDFI) and Community Development...Full timeWork at officeLocal area$100.37k - $123.98k
Job Title:Assistant Vice President, Portfolio Manager, Sponsor FinanceLocation:Costa MesaWhat you'll do:As Assistant Vice President- Portfolio... ...with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their...Full time- ...A global investment management firm in Newport Beach is looking for a Portfolio Manager to join its opportunistic credit team. The role involves identifying, evaluating, underwriting, and managing investments in public and private corporate debt and equity. Candidates...
$76.5k - $90k
...planning, investment management, business... ...bound to act in our clients' best interests —... ...service quality, technology, succession planning... ...Planning Group, in collaboration... ...plans in eMoney, portfolio analysis using Orion... ...from an accredited institution (preferably Business...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager - Institutional Client Group - Technology. Be the first to apply!
- hedge fund manager Newport Beach, CA
- fixed income portfolio manager Newport Beach, CA
- portfolio manager Newport Beach, CA
- funding manager Newport Beach, CA
- operations tech Newport Beach, CA
- hvac service tech Newport Beach, CA
- vet tech Newport Beach, CA
- manufacturing technology Newport Beach, CA
- technology support Newport Beach, CA
- line tech Newport Beach, CA

