NewPsychiatry Area Sales Manager - Los Angeles LundbeckPsychiatry Area Sales Manager - Los AngelesCypress, CA$180,000–$210,000Internal Candidates must have a minimum of 1 year of Commercial experience in areas such as: Sales Management, Training, Market Access, Sales Operations, or Marketing or a minimum of 2 years consistent sales success within Lundbeck. Set and lead the development of area strategic direction and tactical sales plans using robust analytical skills to identify strengths and opportunities, while minimizing weaknesses and threats to execute those plans and meet or exceed sales goals.
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.
Loan Portfolio Manager Arixa CapitalLoan Portfolio ManagerLos Angeles, CAThe Loan Portfolio Manager ensures borrowers remain compliant with loan terms, monitor risk, coordinates post-origination activity, and partners with internal departments and external stakeholders to maintain portfolio performance. 5000 list of the fastest growing private companies in the U.S. For a full description of ranking methodology, please visit: https://www.inc.com/inc-5000-methodology-how-we-selected-these-companies.html .
Assistant Portfolio Manager Arixa CapitalAssistant Portfolio ManagerLos Angeles, CAThis role is designed for a high-performing credit professional ready to step into a Portfolio Manager track, with immediate responsibility for loan-level oversight, portfolio analytics, and direct communication with capital partners. Arixa Capital is a leading private real estate lender and alternative investment manager with over $8 billion in originations completed since inception and a servicing portfolio exceeding $2.5billion as of March 31, 2026.
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.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
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.
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.
Associate Portfolio Manager NorthmarqAssociate Portfolio ManagerCity of Glendale, CO$85,000–$105,000 / yearThis 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, reviewing and analyzing borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. Specific responsibilities include: Working with a diverse range of Life Insurance lenders, companies, private clients, and investment lenders, providing a personalized, client-centric experience tailored to each lender's specific guidelines and requirements.
Portfolio Manager III - Entertainment & Sports Banking City National BankPortfolio Manager III - Entertainment & Sports BankingCARemote$122,535–$208,715 / yearPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
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.
Portfolio Manager I sp City National BankPortfolio Manager I spLos Angeles, CARemote$44.28–$75.42 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
Portfolio Manager II - Business Banking City National BankPortfolio Manager II - Business BankingIrvine, CARemote$44.28–$75.42 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Primary responsibilities include: Underwrite and portfolio manage Business Banking clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
Portfolio Manager II City National BankPortfolio Manager IILos Angeles, CaliforniaRemote$48.66–$82.86 / hourFull timePortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
Portfolio Manager I - Middle Market, Leveraged & Syndications City National BankPortfolio Manager I - Middle Market, Leveraged & SyndicationsLos Angeles, CaliforniaRemote$44.28–$75.42 / hourFull timePortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
Portfolio Manager City National BankPortfolio ManagerLos Angeles, CARemote$44.28–$75.42 / hourAdditional Qualifications: • Intermediate experience in credit management and lending operations with a strong understanding of risk management principles • Desire to build leadership and coaching skills with the ability to train and develop talent • Strong communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams • Intermediate analytical skills with the ability to interpret complex data and make informed decisions • Industry-specific knowledge and expertise. Portfolio Management Owns and manages an assigned credit portfolio ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
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 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.
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 Manager II - Retail Petroleum & Convenience Store Citizens Financial Group IncPortfolio Manager II - Retail Petroleum & Convenience StoreIrvine, CA$173,000–$218,000 / yearAs a Corporate Banking Portfolio Manager II for the Retail Petroleum and Convenience Store sector, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. In this role, you will manage a portfolio of Retail Petroleum/C-Store credits and will be expected to perform your role responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments.
Manager, Technology Portfolio GXO Enterprise Services LLCManager, Technology PortfolioLos Angeles, CAFull timeYou will own portfolio governance, prioritization, and investment performance, ensuring strategic initiatives deliver measurable value in service, cost, productivity, and growth while enabling clear executive decision-making and predictable delivery outcomes. As the Global Portfolio Manager, you will lead enterprise-scale, multi-year technology and operating model transformations across GXO's global logistics network.
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 .
Portfolio Manager CTBC Financial Holding Co LtdPortfolio ManagerLos Angeles, CAControl risk and identify issues on more complex commercial & industrial - loan applications and credit processing to increase the revenue and ensure safe and sound loans for profitability and growth. Identify watch list and /or problem credits and take appropriate action including the seeking of assistance in deteriorating credit situations from the Team Leader or senior management.
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.
Sr Portfolio Manager The Walt Disney CoSr Portfolio ManagerGlendale, CA$126,800–$154,800 / yearJob CategorySelect a Job CategoryAdministrationAnimation and Visual EffectsArchitecture and DesignAsset ManagementBankingBuilding Construction and FacilitiesBuilding, Construction and FacilitiesBusiness Strategy and DevelopmentCall CenterCommunicationsCreativeCulinaryData Science and AnalyticsDisneyland Resort Casting HourlyEngineeringFinance and AccountingFood and BeverageGaming and InteractiveGovernmental AffairsGraphic DesignHealth ServicesHorticulture and LandscapeHorticulture and LandscapingHotel and ResortsHuman ResourcesLegal and Business AffairsLicensingMaritime and Cruise OperationsMarketing and Digital MediaMerchandisingOperationsProductionProject ManagementPublishingQuality AssuranceResearch and DevelopmentRetail OperationsSalesSciences and Animal ProgramsSecuritySocial ResponsibilitySports and RecreationStage ProductionsSupply Chain ManagementTalentTechnologyTheme Park OperationsWalt Disney World Casting Hourly. Brand Select ABC News ABC Owned TV Stations Aulani, A Disney Resort & Spa DE & ESPN International Disney Advertising Disney Branded Television Disney Cruise Line Disney Direct to Consumer Disney Entertainment Disney Entertainment and ESPN Product & Technology Disney Entertainment Television Disney Experiences Disney Platform Distribution Disney Store Disney Theatrical Group Disney Vacation Club Disney's Hilton Head Island Resort Disney's Vero Beach Resort Disneyland Paris Disneyland Resort ESPN Hong Kong Disneyland Resort Industrial Light & Magic Lucasfilm Marvel Studios National Geographic Pixar Animation Studios Storyliving by Disney The Walt Disney Company (APAC) The Walt Disney Company (Corporate) The Walt Disney Company (EMEA) The Walt Disney Company (LATAM) The Walt Disney Studios Walt Disney Animation Studios Walt Disney Imagineering Walt Disney World Resort.
Portfolio Manager Hospitality - Los Angeles, CA Laz Parking LtdPortfolio Manager Hospitality - Los Angeles, CALos Angeles, CAResponsible for payroll processing; ensuring sign off on hours in timely manner; collaborate with the local payroll department to ensure pay data is completed properly; work with Human Resources Business Partner to ensure proper wage and hour compliance. The Spirit of the Position: The Portfolio Manager, Hospitality supports the Director of Operations or General Manager with complete oversight of the financial, operational, safety and service-related success within their portfolio of hotels.
VP, Portfolio Manager - Commercial Real Estate Bank of MontrealVP, Portfolio Manager - Commercial Real EstateNewport Beach, CA$88,800–$165,600 / yearThis 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 well-reasoned credit proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. Deep understanding of commercial real estate (CRE) underwriting principles, including asset valuation, market risk assessment, analysis of investment property cash flows (construction, value-add, and stabilized), commercial rent rolls, commercial leases, third party reports and deal structuring across property types (multifamily, industrial, office, retail, land).
Senior Manager - Solution Portfolio Manager Deloitte Touche Tohmatsu LtdSenior Manager - Solution Portfolio ManagerCA$163,000–$322,100 / yearExperience working in Finance, ERP, or enterprise software product contexts preferred; managing, creating, or implementing solutions/ products that support automation of finance functions such as Record to Report. As a Senior Manager and Solution Portfolio Manager within our Finance Transformation Tech Enablement team, you will own the product strategy, market sizing, competitive fit, and portfolio prioritization for the Finance Operate Platform.
SVP, Portfolio Manager - Media & Entertainment Banc of CaliforniaSVP, Portfolio Manager - Media & EntertainmentBeverly Hills, CaliforniaMeaningful experience managing borrowing base–governed revolving credit facilities, with familiarity across industryâspecific collateral components such as accounts receivable, ultimates, library valuations, P&A credits, distribution credits, production credits, music catalogs, and music advances. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
PWM Portfolio Manager U.S. BankPWM Portfolio ManagerIrvine, CaliforniaIn 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. Serve as a senior investment resource within the market or region, mentoring less experienced portfolio managers and contributing to best‑practice sharing across PWM.
Portfolio Manager Managed Assets Wintrust Financial CorpPortfolio Manager Managed AssetsIrvine, CARemote$71,000–$92,000 / yearWintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Prepare, analyze and monitor various reports including but not limited to monthly risk rating and risk rating validations reports, daily lease pool activity (particularly as it pertains to accounts being monitored by the sub-servicer Orion First and their collection Activities).
Vice President - Lead Commercial Real Estate Portfolio Manager Wells Fargo & CoVice President - Lead Commercial Real Estate Portfolio ManagerIrvine, CA$119,000–$224,000 / yearCommercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Service Portfolio Manager ZincFive IncService Portfolio ManagerCAThe Service Portfolio Manager is responsible for overseeing the service lifecycle of all installed ZincFive systems through the direct coordination of the Customer Project Managers and the Strategic Projects Director. Responsible for implementing a web-based service management system that provides a real-time resource for equipment status, service history, key customer information, and the ability to generate summary reports for both internal and external distribution.
Portfolio Manager East West Bancorp IncPortfolio ManagerCAOur 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. Assist Relationship Manager in underwriting, managing, and structuring commercial Lines of Credit, Asset Based lending Lines of Credit, Owner Occupied Real Estate, Sponsor Back, and Leverage Buy Out and related event driven transactions, according to the Bank established guidelines and policies.
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.
National Security Portfolio Manager Allied UniversalNational Security Portfolio ManagerLos Angeles, CA$68,000–$95,000 / yearThe Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. RESPONSIBILITIES: Relationship Management and Client Intimacy: Develop and nurture relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings.
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.
Product Portfolio Manager Parker Hannifin CorpProduct Portfolio ManagerIrvine, CA$138,150–$241,850 / yearEssential Job Duties and Responsibilities: Direct a comprehensive strategy for complex / multiple product lines (product, promotion, pricing, and channel) for a defined portfolio of products to drive sales and margin expansion including the following attributes: Leads a multi-generational product roadmap development process in line with division strategic/operating plans. It is accountable for driving sales and margin growth of multiple large / complex product portfolios, typically in a large division (greater than $500 million) and actively leads cross functional teams including engineering, supply chain, sales and production to manage entire product life cycle and maintain customer satisfaction and business objectives.
Portfolio Manager - El Segundo, CA California Bank & TrustPortfolio Manager - El Segundo, CAEl Segundo, CA$150,000–$200,000 / yearResponsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, underwriting, monitoring credit performance and assisting with loan presentations. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
PWM Portfolio Manager U.S. BancorpPWM Portfolio ManagerIrvine, CA$159,970–$188,200 / yearIn 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. Serve as a senior investment resource within the market or region, mentoring less experienced portfolio managers and contributing to best‑practice sharing across PWM.
Portfolio Manager - Asset Based Lending U.S. BancorpPortfolio Manager - Asset Based LendingNewport Beach, CA$139,230–$163,800 / yearIn 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. Manages an assigned portfolio by monitoring credit risk, ensuring compliance, and supporting customer credit needs through underwriting and transaction execution while partnering with internal teams.
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.
GTP Treasury Portfolio Manager East West Bancorp IncGTP Treasury Portfolio ManagerPasadena, CAOur 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. This 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 potential revenue lift.
Portfolio Manager Citizens Business BankPortfolio ManagerPasadena, CAProvides financial planning for client beyond asset allocation to include, but not limited to, estate planning, retirement planning, gifting programs, and education savings. Implements portfolio changes that originate both from internal and external investment managers in an accurate and timely manner in accordance with the client's investment policy statement.
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.
Senior Commercial Banking Portfolio Manager Wells Fargo & CoSenior Commercial Banking Portfolio ManagerLos Angeles, CA$100,000–$196,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Portfolio Manager - Commercial and Industrial Bank of MontrealPortfolio Manager - Commercial and IndustrialNewport Beach, CA$88,800–$165,600 / yearAnalyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
Institutional Client Group Senior Portfolio Manager - Metals & Chemicals U.S. BankInstitutional Client Group Senior Portfolio Manager - Metals & ChemicalsNewport Beach, CaliforniaIn 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. Responsible for ensuring all credit processes are adequate, including the timely completion of credit requests, past due management, credit quality goals, problem credit management and CRA/PRM compliance.