Vice President - Portfolio Manager
InforCapital, partnership
LocationLos Angeles, United States## About This RoleWhittier Trust Company is seeking a Vice President, Portfolio Manager to join its investment management team. Founded over a century ago, Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing highly customized investment solutions for high-net-worth individuals and families.Role OverviewThe Vice President, Portfolio Manager is responsible for managing client portfolios consisting of equities, fixed income, cash, and alternative assets within established investment guidelines. The role combines investment management, macroeconomic research, client relationship management, and business development.Key ResponsibilitiesManage client portfolios to achieve stated investment objectives and risk profiles. Make and implement investment decisions across equities, fixed income, and alternative assets. Maintain asset allocations within client guidelines and departmental policies. Analyze economic, asset class, sector, and company fundamentals as part of smaller investment working teams. Lead or assist in internally managed strategies and asset allocation decisions. Participate in weekly and monthly investment meetings, communicate regularly with clients, and make investment presentations to clients and referral sources. Contribute to business development and firm growth initiatives.About Whittier TrustThe firm serves both entrepreneurs and multigenerational family clients across services including investment management, fiduciary, philanthropic, and comprehensive family office solutions. The position offers a competitive compensation package including base salary, performance bonus, equity consideration, and comprehensive benefits. #J-18808-Ljbffr
$150k - $200k
...Whittier Trust Vice President, Portfolio ManagerWhittier Trust is the oldest privately owned multi-family office headquartered on the West Coast... ...to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding...SuggestedWork at office$130k - $160.58k
...Job Title:Assistant Vice President, Portfolio ManagerLocation:New York, New YorkWhat you'll do:As Assistant Vice President, Portfolio Manager - Lender Finance you'll be responsible for analyzing, underwriting, and coordinating the closing of large corporate loans & structured...SuggestedFull time- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed... ...Talent Acquisition.Job SummaryRequisition Number: VPPOR Job Category: Credit, Portfolio Management \& Sales SupportSchedule: Full-Time...SuggestedFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
$88.8k - $165.6k
...Portfolio ManagerThis position is a key member of the Bank's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the U.S. The Portfolio Manager is responsible for preparing...SuggestedContract workPart timeLocal area- ...company of Banc of California. It is one of the nation’s premier relationship‑based business banks, providing banking and treasury management services to small, middle‑market, and venture‑backed businesses. As the largest independent bank headquartered in California, the...SuggestedWork experience placementWork at officeLocal areaImmediate startFlexible hours
$90k - $180k
...existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in... ...-term financial performance in collaboration with Relationship Manager and business partners.Structures and supports new, renewal and...Full timeContract workPart timeWork experience placementLocal area$100k - $145k
...spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio management of Commercial Banking relationships. Primary...$100k - $130k
...publicly traded mortgage real estate investment trust.Responsible for the ongoing monitoring, reporting, risk management, and administration of a real estate loan portfolio, with a focus on large borrower relationships, covenant compliance, sponsor oversight, construction...Work experience placementInterim role$75k - $85k
...Portfolio ManagerFairgrove Property Management provides industry-leading residential property management services to real estate investors and residents throughout Southern California. Founded in 1976, the Irvine, CA-based company makes owning investment properties profitable...Full timeWeekend workAfternoon shift- ...CRE Portfolio ManagerResponsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating...
$88.8k - $165.6k
...Bilingual AVP, Portfolio Manager-Asset Based Lending (ABL) Pacific RimThe AVP, Portfolio Manager role will focus on underwriting in BMO's Asset Based Lending (ABL) Group. This will be inclusive of current and new customer calling and pitching. As AVP, PM, you will manage...Part timeLocal area$77.1k - $100.2k
...- driving innovation that helps millions of learners improve their lives and achieve their dreams through education. The Portfolio Manager (PM) is a Cengage School Portfolio Management Role at Cengage. As the Portfolio Manager for Cengage School, you'll lead...Full timeLive inLocal areaWorldwide$80k - $175k
...POSITION SUMMARY : Monitor and maintain the standard loan portfolio processes, procedures, and practices for Corporate Syndication... ...profitability and growth. Identify prospects for Relationship Managers and Team Leader to grow the clientele base and portfolio....Work at office- ...An established property management organization is seeking a results-driven Regional Property Manager to lead the performance and operations of a multifamily residential portfolio throughout the greater Los Angeles area. This position is ideal for a property management...Full timeContract work
$120k - $150k
...to absolute integrity. East West Bank gives people the confidence to reach further. Overview East West Bank is seeking a Portfolio Manager for the Healthcare Finance specialty lending group responsible for underwriting, credit monitoring, and portfolio management....$142.8k - $178.6k
...legacy that started back in 1874. Join us as a Territory Portfolio Manager Your main responsibilities ***Open to candidates in... ...The Territory Portfolio Manager reports to the Territory Vice President and is responsible for driving portfolio growth (...Local area- ...Whittier Trust Company is seeking a Vice President, Portfolio Manager to join its investment management team in Los Angeles. You will oversee client portfolios across equities, fixed income, cash and alternatives, adhering to investment guidelines and risk parameters....
$140k - $185k
...Overview This position is responsible for managing, servicing, and developing commercial or business banking relationships in an assigned... ...financial and credit quality assessment needs of a mature portfolio through prescribed servicing and sales processes. Identifies client...- ...U.S. Bank is seeking an SBA Portfolio Manager to partner with Relationship Managers in Business Banking, overseeing SBA loan relationships and portfolio profitability. You will analyze financial data, monitor credit quality, provide guidance to customers, and identify...
$170k - $250k
...creativity, intuition and cutting-edge technology. Come be a part of what’s next. Netflix Games is looking for a Senior Portfolio Operations Manager to build the tools, data solutions, and rhythms that keep our games portfolio clear to the teams who support it. You'll...Hourly payFull timeImmediate startWorldwideFlexible hours$100.78k - $136.05k
Portfolio Project Manager Job Family Project Management Type Regular Full-Time Position Status Getty Center Workplace Type Hybrid/Partially Remote Salaried/Hourly Salaried Hiring Pay Scale $100,776 - $136,048 Annually Salary Commensurate...Hourly payFull timeContract workRemote work$90k - $160k
...West Bank gives people the confidence to reach further.OverviewThis position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for...Full time- ...Portfolio Operations ManagerVantora is hiring a Portfolio Operations Manager to create leverage across our portfolio companies through practical AI adoption, stronger portfolio governance, and deeper connectivity into the venture ecosystem. This is a cross-functional...
$93.57k - $140.36k
...Portfolio Manager/Underwriter - Commercial Real EstateThe Portfolio Manager/Underwriter - Commercial Real Estate is responsible for underwriting, reviewing, and monitoring an assigned portfolio of multifamily and commercial real estate term loans to ensure compliance with...Work at office$122.54k - $208.72k
...PORTFOLIO MANAGER III: Sponsor-Backed FinanceWHAT IS THE OPPORTUNITY?The Portfolio Manager is part of the Sponsor-Backed Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This...Remote work$159k - $305k
...About this role:Wells Fargo is seeking an Executive Director, Senior Lead Commercial Real Estate Portfolio Manager to manage a pre-stabilized portfolio of complex LIHTC equity investments, providing strategic leadership across some of Wells Fargo’s largest and most sophisticated...Permanent employmentFull timeWork experience placementWork at office- ...Job Description Job Description Description: Job Summary The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly with Account officers...Work experience placementWork at officeLocal area
$100k - $105k
...Job Description Job Description Property Management Associates is growing and looking for a Portfolio Manager with experience in Multi-Family Property Management to join our team and grow in a dynamic and exciting place to work that values its employees . Compensation...Full timeTemporary workWeekend work- ..., uptime, and fleet visibility. About the Position The Vice President of Customer Technology will lead the company's customer technology... ..., payload, condition monitoring, and connected fleets. Manage budgets and P&L performance while identifying opportunities...
- ...Vice President, Executive Search & Business Development About the Company Nationally recognized executive search firm Industry... ...candidate will serve as the primary strategic partner to clients, managing a full book of concurrent searches with a high level of...
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