NewLoan Servicing Analyst (Onsite Opportunity) JobotLoan Servicing Analyst (Onsite Opportunity)Los Angeles, CA$25–$32 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewInvestment Analyst JobotInvestment AnalystPasadena, CA$90,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically.
NewSenior Analyst, Asset Management-Housing Blake Smith Staffing, LLCSenior Analyst, Asset Management-HousingLos Angeles, CAThe successful candidate will work closely with senior asset management professionals to enhance asset performance, support investment strategies, and provide analytical insights across a range of property types and business plans. Our client is a leading institutional real estate investment organization seeking a Senior Analyst to support the asset management and portfolio oversight of a diverse multifamily residential investment portfolio.
Entry Level Data Scientist/Analyst/Java full stack developer SynergisticITEntry Level Data Scientist/Analyst/Java full stack developerLos Angeles, CA$79,000–$127,000 / yearFull timeSince 2010, Synergisticit has helped thousands of candidates land full-time jobs at tech leaders like Google, Apple, PayPal, Visa, Western Union, Wells Fargo, Intel, Paypal, JPMC, Wayfair, BOA, CITI and hundreds more with Job offers of $95k to $154k. Currently, We are looking for entry-level software programmers, Java Full stack developers, Python/Java developers, Data analysts/Data Engineers/ Data Scientists, Machine Learning engineers for full time positions with clients.
Senior Loan Portfolio Analyst NorthmarqSenior Loan Portfolio AnalystCity of Glendale, COThis position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, reviews, and analyzing borrower consent requests, as well as calculating/coordinating loan payoffs and satisfying investor requirements. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.
Portfolio Analyst Crescent Capital BDC, Inc.Portfolio AnalystLos Angeles, CAResponsibilities include but are not limited to: Produce ongoing portfolio-level reporting and risk analysis for both internal and external distribution (loan tapes, credit facility reporting, new deal and amendment trackers, pipeline report). The professional in this role will be responsible for a wide variety of portfolio-level reporting and analytics, and will be liaising with all key functions across the Crescent platform including the investment, accounting, compliance and investor relations teams.
Senior Portfolio Analyst-Corporate American AgCreditSenior Portfolio Analyst-CorporateCARemoteBASIC FUNCTION: Responsible for the management of a designated loan portfolio typically consisting of large, complex commercial and mortgage loans, including loans participated/syndicated with other Farm Credit Associations or Commercial Banks. Completes loan analysis, including financial statements, cash flows, loan analysis forms, trend sheets, writing narratives, and offering opinions concerning credit worthiness, risks and mitigants, and other forms as required.
Analyst - Investments And Portfolio Management Kilroy Realty CorpAnalyst - Investments And Portfolio ManagementLos Angeles, CA$87,000–$108,000 / yearThe core responsibilities of this position include, but are not limited to the following: Directly assisting the investment team in building ARGUS/Excel cash flow models for all prospective acquisitions, developments, dispositions, and asset repositioning projects. Working with Kilroy's leasing and asset management teams to analyze strategic decisions including leasing analysis, return on capital investment evaluation, and other portfolio management analysis to assist in the decision making process.
Analyst - Investments and Portfolio Management Kilroy RealtyAnalyst - Investments and Portfolio ManagementLos Angeles, CaliforniaWorking with Kilroy’s leasing and asset management teams to analyze strategic decisions including leasing analysis, return on capital investment evaluation, and other portfolio management analysis to assist in the decision making process. Directly assisting the investment team in building ARGUS/Excel cash flow models for all prospective acquisitions, developments, dispositions, and asset repositioning projects.
SBA Portfolio Analyst Bank of HopeSBA Portfolio AnalystLos Angeles, CAAs the SBA Portfolio Analyst, you will be responsible for handling transactional and straightforward servicing actions on the existing loan portfolio under the senior officers' supervision. Comply with regulatory requirements including Bank Secrecy Act-Anti Money Laundering, OFAC, US Patriot Act, Privacy Act and Community Reinvestment Act.
SBA Portfolio Analyst East West Bancorp IncSBA Portfolio AnalystCA$20–$28 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Perform due diligence searches (CAIVRS, SAM, OFAC, Experian, UCC, Flood, etc.), tax transcript orders, Smart Fee Tracker for good faith deposit.
Analyst/Associate, Portfolio Management, Direct Lending Ares OperationsAnalyst/Associate, Portfolio Management, Direct LendingLos Angeles, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Analyst/Associate, Investments & Portfolio Management RCLCOAnalyst/Associate, Investments & Portfolio ManagementLos Angeles, WashingtonRemoteUnderwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures; Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds; Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews; Research and develop knowledge of industry trends and participants; Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and. Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry; Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector; Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis; Excellent written and verbal communication skills; Demonstrated knowledge of commercial real estate underwriting and valuation, and.
Portfolio Accounting Analyst | $33.33 hourly | Urgently Hiring! | 839194 HelpmatesPortfolio Accounting Analyst | $33.33 hourly | Urgently Hiring! | 839194Santa Ana, CAJoin a leading financial services team as a Portfolio Accounting Analyst in Santa Ana and make a real impact in the world of asset management. As a Portfolio Accounting Analyst, you'll be instrumental in tracking expenses, forecasting performance, and ensuring financial reports are accurate and compliant.
Portfolio Compliance Analyst Franklin Resources IncPortfolio Compliance AnalystPasadena, CA$78,800–$92,600 / yearWhether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success.
Analyst, Portfolio Management (Equities) Dimensional Fund AdvisorsAnalyst, Portfolio Management (Equities)Santa Monica, CA$82,500–$105,000 / yearThe Portfolio Management team ensures that Dimensional's portfolios deliver consistent and efficient exposure to the dimensions of higher expected returns, as identified by the greatest minds in modern financial economics. Portfolio Management interacts and collaborates closely with several departments including Trading, Research, Technology, Legal, Compliance, Operations, and the Global Client Group to ensure a superior investment experience for our clients.
Senior Portfolio Management Analyst Hudson Pacific Properties IncSenior Portfolio Management AnalystLos Angeles, CAJob Summary: Hudson Pacific Properties (HPP) is seeking a Senior Analyst, working from HPP's corporate headquarters in Los Angeles, CA, to assist the Studio Joint Ventures (Studio JV) team with portfolio performance evaluation, key project execution, investment analyses, monthly and quarterly deliverables and management of our joint venture relationship. Within this fast-paced and collaborative environment, the Senior Analyst will report to the Director, Studio Joint Ventures, and work closely with a variety of individuals across the organization, gaining both cross-functional experience and joint venture partner and executive-level exposure.
Analyst, Portfolio Management Wilshire Advisors, LLCAnalyst, Portfolio ManagementSanta Monica, CA$70,350–$78,000 / yearGenerate, and improve upon, ongoing and ad-hoc investment analysis of risk and performance attribution on mutual funds and institutional separate account strategies using proprietary and non-proprietary analytic software. Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.
Portfolio Accounting Analyst Staffmark Group LlcPortfolio Accounting AnalystSanta Ana, CA$28–$30 / hourDuties may include operating equipment, working with customers, handling materials, preparing documentation, supporting administrative activities, using technology, collaborating with team members, or completing other responsibilities appropriate to the position. A Portfolio Accounting Analyst supports workplace success by completing assigned responsibilities accurately while maintaining professionalism and strong work habits.
Sr. Real Estate Portfolio Operations Analyst I Pacific LifeCorpSr. Real Estate Portfolio Operations Analyst INewport Beach, CA$93,600–$114,400 / yearBase Pay Range: The base pay range noted represents the companys good faith minimum and maximum range for this role at the time of posting. How youll help move us forward: Provide setup, ongoing monitoring, and release of construction funds according to specific requirements in the transaction documents.
Senior Portfolio Management Analyst Hudson Pacific PropertiesSenior Portfolio Management AnalystLos Angeles, CaliforniaHudson Pacific Properties (HPP) is seeking a Senior Analyst, working from HPP’s corporate headquarters in Los Angeles, CA, to assist the Studio Joint Ventures (Studio JV) team with portfolio performance evaluation, key project execution, investment analyses, monthly and quarterly deliverables and management of our joint venture relationship. Within this fast-paced and collaborative environment, the Senior Analyst will report to the Director, Studio Joint Ventures, and work closely with a variety of individuals across the organization, gaining both cross-functional experience and joint venture partner and executive-level exposure.
Analyst, Portfolio Compliance DoubleLine Income Solutions FundAnalyst, Portfolio ComplianceLos Angeles, CA$100,000–$115,000 / yearThe Analyst, Portfolio Compliance will play an integral role within the Compliance team monitoring trade activities to ensure DoubleLine advised accounts maintain conformity with investment guidelines and regulatory limits. Proficiency in Microsoft Office products, particularly Excel with the ability to code macros using Visual Basic and other tools.
NewAnalyst, Real Estate (Portfolio Management) Ares OperationsAnalyst, Real Estate (Portfolio Management)Los Angeles, CaliforniaAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Analyst, Portfolio Oversight (Infrastructure Focus) CIM Group IncAnalyst, Portfolio Oversight (Infrastructure Focus)Los Angeles, CA$90,000–$120,000 / yearPOSITION PURPOSE: The Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) ensure that investment and fund performance align with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIM's funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors.
NewSr Systems Analyst(Project Portfolio Management) Pacific LifeCorpSr Systems Analyst(Project Portfolio Management)Newport Beach, CA$124,830–$152,570 / yearPPM Platform Delivery Support - Support effective platform implementation through collaborative governance, user validation, data quality, and issue resolution. Facilitate working sessions and workshops to define current-state processes, future-state design, pain points, gaps and business priorities.
Vice President, Investment Risk & Portfolio Construction Oaktree Capital ManagementVice President, Investment Risk & Portfolio ConstructionLos Angeles, CaliforniaDesigning and interpreting fixed income attribution, portfolio construction, and risk models & analysis to support portfolio construction and performance analysis; Serving as the go-to resource for portfolio managers on risk, construction, and analytical questions; helping ensure seamless coordination across portfolio operations, data flows, and investment implementation processes; Translating complex quantitative models into clear insights for investment teams and senior leadership; Leading the build-out and maintenance of reporting infrastructure using SQL, Python, Power BI, and cloud-based tools; Working closely with portfolio managers across U.S. and European High Yield and Senior Loan strategies to enhance investment decision-making; Collaborating with Business Analysts and IT to improve data systems, pipelines, and automation capabilities; Supporting firmwide understanding of RR&A deliverables, data environments, and third-party data sources (e.g., FactSet, Bloomberg); and. 8+ years of experience at an asset manager, investment bank, or other financial institution focused on fixed income or credit analytics; In-depth understanding of high yield bonds, leveraged loans, and the broader leveraged credit market; Experience with fixed income attribution and portfolio risk models; familiarity with tools like FactSet, Bloomberg, and proprietary analytics platforms; Strong technical proficiency, including advanced SQL and Python, and experience building reports in Power BI; Understanding of cloud data architectures and large-scale data workflows; Experience managing cross-functional projects and communicating with stakeholders across investment and technology teams;Personal Attributes.
Trust Portfolio Manager Columbia Banking System IncTrust Portfolio ManagerLos Angeles, CA$102,361.20–$190,000 / yearAbout the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Portfolio Manager (Multiple Offices) ProsumPortfolio Manager (Multiple Offices)Los Angeles, CA$130,000–$160,000 / yearThis role will partner closely with business analysts, technical teams, vendors, project managers, and executive stakeholders to establish structure, governance, and alignment across technology initiatives. The ideal candidate will have strong experience managing enterprise-level IT portfolios, coordinating complex programs, managing resources and budgets, and communicating effectively with senior leadership.
Trust Portfolio Manager Columbia BankTrust Portfolio ManagerLos Angeles, CA$102,361.20–$190,000 / yearA Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Portfolio Analysis Department Associate Director The Aerospace CorpPortfolio Analysis Department Associate DirectorEl Segundo, CA$168,200–$252,400 / yearAs the operator of a federally funded research and development center (FFRDC), we are broadly engaged across all aspects of space- delivering innovative solutions that span satellite, launch, ground, and cyber systems for defense, civil and commercial customers. Typically 10 or more years demonstrated experience leading engineering studies and analysis teams, managing/coordinating complex technical tasks among team members, and translating customer needs into actionable tasks for analysts.
Associate Portfolio Manager - Wealth Management (Hybrid) EP Wealth Advisors LLCAssociate Portfolio Manager - Wealth Management (Hybrid)Torrance, CA$79,000–$110,000 / yearOur ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and administrative skills You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community. The Associate Portfolio Manager works closely with Senior Portfolio Managers and advisors to manage investments of client accounts.
Power Finance Portfolio Manager - El Segundo or Los Angeles, CA Zions Bancorporation NAPower Finance Portfolio Manager - El Segundo or Los Angeles, CAEl Segundo, CA$150,000–$190,000 / yearResponsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models. In this role, you will manage and deepen a portfolio of established loan relationships across a national footprint, partnering closely with clients and internal teams to drive performance, identify new opportunities, and support continued growth in a dynamic sector.
Associate Portfolio Manager Franchise Finance & Retail Petroleum Citizens Financial Group IncAssociate Portfolio Manager Franchise Finance & Retail PetroleumIrvine, CA$91,000–$115,000 / yearWhile in this role, you will oversee effective credit underwriting, credit, and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and as needed client support for an assigned portfolio of existing restaurant finance and retail petroleum credits. Use independent judgment and discretion to complete credit memos, cash flow coverage, projections, collateral coverage, spreads, and risk ratings for assigned credits.
SBA Portfolio Manager East West BankSBA Portfolio ManagerLos Angeles, CaliforniaFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Responsibilities: Assist Relationship Manager in underwriting and managing and structuring commercial lines, real estate and cash flow leverage transactions according to the Bank establish guidelines and policies.
CRE Credit Products Portfolio Mgr Sr Flagstar Bank, N.A.CRE Credit Products Portfolio Mgr SrBeverly Hills, CAFull timeAs relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.
Power Finance Portfolio Manager - El Segundo or Los Angeles, CA California Bank & TrustPower Finance Portfolio Manager - El Segundo or Los Angeles, CALos Angeles, CA$150,000–$190,000 / yearResponsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models. In this role, you will manage and deepen a portfolio of established loan relationships across a national footprint, partnering closely with clients and internal teams to drive performance, identify new opportunities, and support continued growth in a dynamic sector.
Portfolio Project Manager J. Paul Getty Trust, ThePortfolio Project ManagerLos Angeles, CaliforniaReporting to the Associate Director of Administration, the PPM will bring together project managers working on various projects from across the GRI and with our external partners to build a cohesive methodology and approach to project management policies and procedures, effective communication, efficiencies of resources, and consistent practices including software, reporting, schedules and timelines, and resource management. Major Job Responsibilities: Directs and oversees the strategy and implementation of GRI projects ensuring a consistent approach to project management across the institution's portfolio of projects, using a clear and defined professional project management methodologies.
Portfolio Manager Associate City National BankPortfolio Manager AssociateBeverly Hills, CARemote$92,114–$156,880 / yearRespond to incoming calls, emails, and inquiries from clients - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client's goals and aspirations - Create, research, and provide detailed ad-hoc analyses. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
Credit Underwriter II - Portfolio Management/Commercial Real Estate Banking Bank of America CorpCredit Underwriter II - Portfolio Management/Commercial Real Estate BankingNewport Beach, CA$95,000–$144,000 / yearResponsibilities:Leads the credit analysis process with the support of other analysts and associatesPartners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirementsMonitors operating performance and financial condition, proactively identifying issues and opportunitiesAssists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making processReviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedureMay have primary coverage responsibility for a portfolio of clients with credit approval for certain credit actionsParticipate in loan structure conversations and completion of loan documentation with internal/external legal partnersExecutes post‑close credit activities, including documenting conditions, administering approved extensions, and coordinating related legal documentationPerforms comprehensive portfolio monitoring and maintenance activities, including covenant compliance, construction and collateral reviews, financial and guarantor analysis, and ongoing risk assessmentContributes to process improvement and simplification initiatives to enhance portfolio oversight, credit execution, and operational efficiencyRequired Qualifications: 5+ years commercial credit financial analysis and portfolio management experience5+ years of financial accounting, financial modeling or loan structuring. Commercial Credit TrainingDesired Qualifications: Bachelor's degree in finance, accounting, economics or similarCertificate from accredited real estate educational programLarge money center bank experienceCRE portfolio management experienceSkills:Attention to DetailCredit and Risk AssessmentFinancial AnalysisUnderwritingWritten CommunicationsAnalytical ThinkingCredit Documentation RequirementsFinancial Forecasting and ModelingRecording/Organizing InformationBusiness AcumenCollaborationCollateral ManagementLoan StructuringPrioritizationPortfolio ManagementShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Senior Portfolio Manager (S/VP) International Search ConsultantsSenior Portfolio Manager (S/VP)Los Angeles, CaliforniaPortfolio Manager, Vice President, CFA, MBA, Investment Management, Wealth Management, High-Net-Worth Clients, Global Asset Allocation, Private Wealth, Equities, Fixed Income, Alternatives. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for high-net-worth individuals and families .
Sr Portfolio Manager - Specialty Credit Texas Capital Bancshares IncSr Portfolio Manager - Specialty CreditCAHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
Portfolio Management Associate Apollo Global Management IncPortfolio Management AssociateEl Segundo, CA$150,000–$175,000 / yearThis role is well-suited for someone who thinks like an investor but works like an analyst, comfortable building quantitative frameworks and equally comfortable using them to form a view. AAA expands on an alternatives strategy that Apollo and Athene have executed successfully for over a decade, spanning private credit, equity, real assets, and opportunistic investments across the capital structure.
Portfolio Manager Cerity PartnersPortfolio ManagerIrvine, CaliforniaSuccess in this role requires a balance of technical investment expertise, leadership capability, and strong communication skills to translate complex market insights into actionable strategies for both clients and internal stakeholders. This role combines hands-on portfolio management with leadership responsibilities, guiding a team of investment professionals to deliver consistent, risk-adjusted returns aligned with client objectives and firm-wide investment philosophy.
Vice President - Portfolio Manager Whittier TrustVice President - Portfolio ManagerLos Angeles, CaliforniaWhittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. The primary responsibility of the Vice President, Portfolio Manager (“PM”) is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines.
Vice President, Portfolio Management - Healthcare Western Alliance BancorpVice President, Portfolio Management - HealthcareCosta Mesa, CA$140,000–$184,573 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Assistant Vice President, Portfolio Manager- Lender Finance Western Alliance BancorpAssistant Vice President, Portfolio Manager- Lender FinanceLos Angeles, CA$107,395–$132,661 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. What you'll do: As Assistant Vice President, Portfolio Manager - Lender Finance you''ll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank''s lending policies and procedures.
Assistant Vice President, Portfolio Management, - Entertainment & Media Western Alliance BancorpAssistant Vice President, Portfolio Management, - Entertainment & MediaBeverly Hills, CA$122,000–$156,489 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Vice President, Portfolio Management - Corporate Finance Western Alliance BancorpVice President, Portfolio Management - Corporate FinanceLos Angeles, CACoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
Assistant Vice President, Portfolio Manager Western Alliance BancorpAssistant Vice President, Portfolio ManagerCosta Mesa, CA$100,370–$123,983 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Vice President, Portfolio Management, Innovation/Tech ABL Western Alliance BancorpVice President, Portfolio Management, Innovation/Tech ABLCosta Mesa, CA$139,095–$171,821 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.