Portfolio Banking Advisor
$114.54k - $194.58kNorthern Trust Corp
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties Manages complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services Acts as key contact to client’s senior management for evaluation and implementation of financing strategies and treasury management practices through creative ideas and problem solving Communicates with client on emerging issues, bank products/services, and legal/regulatory changes translating the impact on our client’s activities and banking services Identifies opportunities and develops an on-going marketing strategy for specific clients. Responds to inquiries from clients and ensures resolution of service or operations issues. Documents in eRM to maintain record of problem and resolution Advices and consults with clients as it relates to Goals Driven Wealth Management Applies in-depth knowledge of credit policy, banking products as well as risk management in providing the best solutions and developing new opportunities Assists borrowers in managing risk, including interest rate risk thru the use special pricing conditions and interest rates Swaps Carries out activities that are large in scope, cross-functional and technically difficult Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities Responsible for direct interaction with different committees and/or management Solves complex problems Knowledge In-depth knowledge of finance and relevant business segment specific issues are required to manage client relationships Knowledge of applicable industry laws and regulations and completion of the lending programme is required to evaluate credit risk Strong interpersonal and consultative skills and ability to develop new business required Excellent oral and written communication skills are required Highly flexible and adaptable to change Experience At least 3 years in financial analysis and client servicing experience, or commercial lending or leasing experience Acts as a resource for colleagues with less experience May lead small projects with manageable risks and resource requirements Salary Range Salary Range: $114,540 - 194,580 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Work Authorization Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa). Working with Us As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities. Reasonable Accommodation Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at View email address on click.appcast.io, or alternatively you can discuss your individual requirements with the recruiter you are working with. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies. Terms and Conditions Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nond #J-18808-Ljbffr Northern Trust Corp
- ..., asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS)... ...mid-sized personal trusts and individual portfolios typically mid- range in size and complexity... ...clients. Works with Investment Advisors to understand the overall investment strategy...SuggestedWork experience placementH1bLocal areaWorldwideFlexible hours
$130k - $175k
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...Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern... ...OVERVIEW: This CRE position’s responsibilities include all aspects of Portfolio Management as relates to assigned portfolio loans. The primary...Permanent employmentTemporary workWork experience placementWork at officeLocal areaFlexible hours$85k - $150k
...Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group... .... In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Objectives: Delivery Perform...Work at officeLocal areaRemote workWork from homeWorldwide- Job DescriptionAt OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility... ...structuring solution. Monitor an existing Commercial Lending portfolio to ensure timely completion of renewals, annual reviews and...Work experience placementWork at officeLocal area
- ...solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates. IIS designs,... ...Investment Solutions team and partner closely with U.S. Private Bank Advisors to deliver JPM’s capabilities to our largest and most sophisticated...
- ...Global Credit Team manages corporate bond portfolios utilizing a rigorous, disciplined... ...and today we are a leader in investment banking, consumer and small business banking, commercial... ...Asset Management provides individuals, advisors and institutions with strategies and...
$117.73k - $138.5k
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... ...One.Job DescriptionSUMMARYThe Institutional Client Group (ICG) Portfolio Manager partners with Relationship Managers to successfully manage...Full timeWork experience placementLocal area3 days per week- Job DescriptionAt OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing... ...Officer (CO) in the execution of Commercial Lending Loan portfolio strategies to ensure organization goals and objectives are achieved...Work experience placementWork at officeLocal area
- ...As a Quantitative Portfolio Manager (Executive Director) within Wealth Management’s Chief... ...and today we are a leader in investment banking, consumer and small business banking, commercial... ...Asset Management provides individuals, advisors and institutions with strategies and...Work at office
$148.5k - $174.7k
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... ...underwriting all types of credit exposure, managing an assigned credit portfolio, assessing and mitigating credit risk, responding to customer...Full timeWork experience placementLocal area3 days per week$126.82k - $149.2k
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... ...not limited to:PRICING STRATEGY, VISION, AND PLANNING• Support Portfolio and Pricing Team Lead in creating and implementing pricing strategies...Full timeWork experience placementLocal areaShift work- ...Description Responsible for managing an assigned commercial loan portfolio and performing duties to meet the commercial services needs of... ...policies and procedures established for the commercial banking function; communicating with appropriate personnel; responding...Work at office
$145k - $185k
...personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build... ...the United States. Responsibilities & Qualifications Portfolio Strategy - Develops and implement TMT investment policies. Analyzes...Work at office- ...Overview We are partnered with a leading global project finance bank that has a strong track record of financing large-scale... ...Project Finance Agency team, which operates under Project Finance Portfolio Management. The Project Finance Portfolio Management team oversees...Full timeWork at office
$125k - $140k
...Job Description Job Description The Climate Finance Portfolio Manager (VP) is responsible for the ongoing management of an assigned... ...renewals, and preparing credit recommendations in accordance with Bank policy. The role works closely with relationship managers,...For contractorsWork experience placementWork at officeRemote workVisa sponsorshipWork visa$250k - $270k
Director, Product Manager (Portfolio Margin and Risk) New York, NY Who We Are: Galaxy is a global leader in digital assets and data center... ...digital assets platform spans trading, investment banking, asset management, staking, self-custody, and tokenization technology...Local areaFlexible hours$150k
...AUM RIA, Midtown, NY Overview Top-tier Wealth Advisor within a 5B+ AUM RIA in Midtown Manhattan is seeking a Portfolio Analyst to support his practice of 250M+ AUM across... ...Investment Management, Financial Services, and Banking #J-18808-Ljbffr Leah Yosef InternationalFull time- ...time Salary Range: 110k SUMMARY We are looking for a candidate who will be responsible for active and dynamic portfolio management and monitoring of the Banking Americas lending portfolio with a focus on optimizing profitability and capital usage. PRINCIPAL DUTIES AND...Full timeShift work
- Own day-to-day oversight of a CRE and C&I loan portfolio - monitoring performance, tracking covenants, and flagging issues early Lead initial... ...products and services Qualifications 5+ years in commercial banking with meaningful CRE exposure; C&I background a strong plus...
$133.37k - $156.9k
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Job Title:Assistant Vice President, Portfolio Manager- Lender FinanceLocation:CA - Los Angeles, La PlayaWhat you'll do:As Assistant Vice... ...the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work...Full time$110k - $140k
...Commercial Real Estate Portfolio Manager Small Business Lending, LLC. is looking to add a Commercial Real Estate Portfolio Manager to... ...responsible for managing a portfolio of existing commercial real estate banking relationships while underwriting new commercial real estate...
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