Portfolio Manager - Institutional Client Group - Technology
$132.26k - $155.6kU.S. Bank
- # Portfolio Manager - Institutional Client Group - TechnologyApplylocations: San Francisco, CA: Cincinnati, OH: Newport Beach, CA: Charlotte, NC: New York, NYtime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 30, 2026 (30+ days left to apply)job requisition id: 2025-0029547At 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 skillsIf 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 insurance* Short-term and long-term disability* Pregnancy disability and parental leave* 401(k) and employer-funded retirement plan* Paid vacation (from two to five weeks depending on salary grade and tenure)* Up to 11 paid holiday opportunities* Adoption assistance* Sick 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-Verify**U.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.
- J-18808-Ljbffr U.S. Bank
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager - Institutional Client Group - Technology in San Francisco, CA vacancy
- ...Partners with assigned Relationship Manager(s) to successfully manage commercial banking... ...account exposure, managing an assigned credit portfolio, successfully closing new business... ...to work effectively with individuals and groups across the company to manage customer...SuggestedTemporary workWork experience placement
U.S. Bancorp
San Francisco, CA1 day ago $200k - $300k
## Relationship Manager, Technology - Institutional Client GroupApplylocations: San Francisco, CA: Denver, CO: Charlotte... ...**U.S Bank’s Institutional Client Group (ICG) cultivates clients’ trust... ...will handle and grow a complex portfolio of loans, prospect for and close new...SuggestedTemporary workLocal area$194.23k - $228.5k
...Institutional Client Group Senior Portfolio Manager - Media & Telecom 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...SuggestedTemporary workLocal areaU.S. Bancorp
San Francisco, CA3 days ago- ...Intellectual Property Partners / Groups Patents • IP Litigation • Technology Transactions • Life... ...economics, and real institutional support for growing... ...-selling, premium clients, and a firm that actively... ...Patent prosecution & portfolio management IP litigation (...SuggestedWork at officeFlexible hours
Platinum Legal Search Group, LLC
San Francisco, CA1 day ago - ...as well as the founders of the leading technology companies from the past decade. We are... ..., and New York. Apply below. Portfolio Product Manager You'll be joining Beacon's Acceleration team, a cross-functional group of Product Managers, Engineers, Designers...SuggestedPermanent employment
BEACON SOFTWARE COMPANY
San Francisco, CA2 days ago $90k - $100k
...some of the most prominent technology investors and were most recently... ...our fast-growing Financial Institutions Group in San Francisco to support... ...work cross-functionally to manage pre-close deal diligence, marketing... ...in investment banking, client-facing role at a FinTech, or...WorldwideFlexible hours- ...this position. Senior Corporate & Institutional Banking Performance Manager You will support Senior Coverage Leadership... ...approach and alignment to Group objectives. You will also represent... ...making, including pipeline reporting, client intensity reporting, business...Work at office
$88.8k - $165.6k
...180 Montgomery St. Job Family Group: Commercial Sales & Service Analyzes... ...and credit solutions in an assigned portfolio of clients in the technology industry. Makes credit decisions and... ...in collaboration with Relationship Manager and business partners. Structures...Contract workPart timeWork experience placementWork at officeLocal areaBank of Montreal
San Francisco, CA1 day ago$130.6k - $246.2k
...a world leader in payments technology, facilitating transactions between... ..., merchants, financial institutions and government entities across... ...Visa is seeking a Senior Manager of Business Development for... ...responses, pitch materials, and client-facing marketing content...Work experience placementWork at officeLocal areaVisa
San Francisco, CA3 days ago$182k - $227k
...Senior Product Manager for Client Marketplace Grow Therapy is on a mission to serve as the... ...accessing high-quality care. Powered by technology, we are a three-sided marketplace that... ...success metrics across diverse stakeholder groups. What You Bring ~5+ years of...Full timeWork at officeRemote workHome officeFlexible hoursDay shift3 days per weekGrow Therapy
San Francisco, CA1 day ago- Portfolio Manager/Investment Counselor This is a unique opportunity for a skilled, long-term oriented... ...their work as a fiduciary, putting clients first, and have a strong commitment to... ...advanced degree required Series 65, IAR or comparable preferred #J-18808-Ljbffr CFA InstituteFull timeWork at office
$175k - $260k
...assignment supporting our Advanced Technology Group on a Biotech or... ...function as working Scheduling Manager. Essential Duties & Key Responsibilities... ...stakeholders. Engage with clients as Planning & Scheduling... ...(PSP), Project Management Institute Scheduling Professional (PMI...Permanent employmentFull timeContract workTemporary workWork at officeRemote workLong distanceFlexible hours$80k - $100k
...standard of technical excellence, client service, and operational... ...combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure... ...investor in the asset class Institutional grade infrastructure and SSAE 18...Work at officeRemote work2 days per weekGen II Fund Services
San Francisco, CA1 day ago$88.8k - $165.6k
...and credit solutions in an assigned portfolio of clients in the technology industry. Makes credit decisions and... ...in collaboration with Relationship Manager and business partners. Structures and... .... Focus is primarily on business/group within BMO; may have broader, enterprise...Part timeWork experience placementWork at officeLocal area$95.5k - $195.4k
...our audit, tax, and consulting groups. That's why we continuously... ...such as AI-enabled insights and technology-powered solutions, to enhance... ...: As a Private Client Service Tax Managerinvolved in... ...implementing special projects. The Tax Manager is responsible for the...Work at officeLocal areaRemote workWorldwideCrowe
San Francisco, CA3 days ago$100k - $120k
...looking for an Account Support Specialist in hybrid locations including San Francisco. This role involves managing relationships with large institutional clients, coordinating with internal teams, and ensuring timely resolution of client needs. Ideal candidates have 3-...Flexible hours$41.83 - $66.81 per hour
...PORTFOLIO MANAGER I-Private Banking Commercial Real Estate WHAT IS THE... .../ wealth management clients is preferred. Candidate must... ...verticals in the bank, including institutional real estate and... ...team Colleague Resource Groups to support networking and community...Hourly payPermanent employmentWork at officeRemote workCity National Bank
San Francisco, CA16 hours ago$185k - $205k
...into our professionally managed Fund, in exchange for... ...is making sure every client understands, trusts, and... ...their first institutional investment and for whom... ...compounds over time. Technology & Automation: Flock is... ...basis of any protected group status under any applicable...$100k - $110k
...securities brokerage, institutional sales and trading,... ...investment advisory and asset management services. Our... ...-based strategies to clients in all major... ...a specific focus on Technology, Media and Communications... ...industry and product groups enables the firm to deliver...Immediate startMonday to FridayOppenheimer & Co.
San Francisco, CA4 days ago$185k - $205k
...York is seeking an Investor Relations Manager to manage client relationships and ensure their... ...intelligence to support retirees navigating institutional investments. Responsibilities... ...traveling to meet clients, and utilizing technology for efficient operations....$85k - $105k
...administration services for Managers and General Partners of private... ...administration services and technology to whole fund families or select... ...: Exciting opportunity for a client services professional to join... ...Standish’s fund accounting group. In conjunction with the...Contract workFor contractorsFor subcontractorH1bWork at officeWork visa- Job Title: Valuation & Portfolio Finance Manager (Hybrid) Company Overview Our client is a premier San Francisco-based Venture... ...at the forefront of financial technology. The Opportunity This is a rare... ...vacation policy. DeWinter Group and Maris Consulting is an equal...Work at officeLocal area
$85k - $105k
...administration services for Managers and General Partners of private... ...administration services and technology to whole fund families or select... ...Exciting opportunity for a client services professional to join... ...Standish’s fund accounting group. In conjunction with the Manager...Work at office- About the Firm Our Client is an elite M&A boutique focused on the Technology sector. The firm is redefining... ...from top-tier global institutions, offering high-profile... ...Memoranda (CIMs), and management presentations for C-... ...level roles). #J-18808-Ljbffr The Weatherly Group
$110k - $135k
...level position responsible for assisting clients in raising funds in the capital markets,... ...transactions in coordination with the Institutional Banking team. The Investment Banking Senior... ...or equivalent experience Job Family Group Institutional Banking Job Family Investment...Full time$150k - $190k
First Citizens is seeking a Commercial Portfolio Manager in San Francisco to manage and grow a portfolio of commercial and business banking... ...school diploma. Responsibilities include portfolio management, client communication, relationship-based sales, and collections. The...$88.8k - $165.6k
...support lending decisions for commercial banking loans in the technology industry. With 5-7 years of relevant experience, the successful... ...negotiate loan structures and terms while ensuring a high level of client service. The role offers a competitive salary range of $88,800....$90k - $130k
...standard of technical excellence, client service, and operational... ...closely with the Director/ Managing Director managing daily Fund... ...of people, process, and technology, enabling fund sponsors to effectively... ...in the asset class Institutional grade infrastructure and...Work at officeRemote work3 days per weekGen II Fund Services
San Francisco, CA16 hours ago$121.76k
...renowned scientific and cultural institution located in the heart of San... ...the Director of Information Technology, the Senior Security Analyst... ...contract. Key Responsibilities Manage, coordinate, and implement... ...with the internal peer group. We believe in fair and equitable...Full timeContract work- BMO U.S. is looking for an experienced Credit Analyst to support lending decisions and manage a portfolio of clients in the technology industry. Responsibilities include assessing client creditworthiness, negotiating loan terms, and monitoring portfolio performance. The...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager - Institutional Client Group - Technology. Be the first to apply!
Related searches
- portfolio manager San Francisco, CA
- equity fund manager San Francisco, CA
- senior portfolio manager San Francisco, CA
- equity portfolio manager San Francisco, CA
- fund accounting manager San Francisco, CA
- funding manager San Francisco, CA
- fixed income portfolio manager San Francisco, CA
- hedge fund manager San Francisco, CA
- director of client services San Francisco, CA
- contact centre manager San Francisco, CA