Overview: ABOUT US
RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
Costa Mesa, CA30+ days ago
p>Coordinate 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.
The 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. Allied Universal SkillBridge Program Allied Universal partners with the U.S. Department of Defense (DoD) SkillBridge Program to support transitioning service members with up to 180 days of on-the-job training during their final months of active duty, while they continue to receive full DoD pay and benefits.
p>Additional Qualifications Basic 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 Basic 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.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
WHAT IS THE OPPORTUNITY?
The Portfolio Manager is part of the Credit Solutions team focused on long-term risk-adjusted returns for the bank within the Entertainment & Sports Banking (Corporate) team with a focus on the music sector.
WHAT'S IN IT FOR YOU?
CompensationStarting base salary: $122,535 - $208,715 per year.
WHAT IS THE OPPORTUNITY?
The Portfolio Manager is part of the Credit Solutions team focused on long-term risk-adjusted returns for the bank within the Entertainment & Sports Banking (Corporate) team.
This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
The Team Consistently achieves highly satisfying levels of services as determined by advisorsbankersbusiness partners and clients. The lead member of a team who as Senior PM are responsible for a clientadvisor assets over 1.0B and leads a team portfolio associates andor analysts teammates.
li>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. 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.
Additional 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.
p>Additional 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.
p>• Bachelors Degree or equivalent in Finance, Business, or related field • Minimum 6 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries • Additional Qualifications: • Advanced 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 • Advanced 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.
div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent">WHAT IS THE OPPORTUNITY?
The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s).
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent">Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
El Segundo, CA30+ days ago
Responsible 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.
City of Glendale, CO4 days ago
This 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.
Newport Beach, CA30+ days ago
In this role, youll make an impact in the following ways: Assist Portfolio Managers in more complex aspects of the management of portfolios, both domestic and international, along with researching potential business profitability. Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work.
Los Angeles, California30+ days ago
p>Whittier 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.
Los Angeles, CA13 days ago
li>Responsible 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.
Irvine, California30+ days ago
In this capacity, the PPM Business Lead manages a team of staff responsible for maintaining and coordinating customer-facing program schedules and internal design project schedules, by collaborating closely with Program and Project Managers to support the effective execution of programs and projects, ensuring they provide measurable value and are managed with transparency, discipline, and accountability in alignment with established PPM processes and tools. If you want to learn more about us visit us at www.panasonic.aero and for a full listing of open job opportunities go to www.panasonic.aero/join-us/ .
While 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.
p>Job 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.
The ideal candidate will possess strong leadership skills, strategic thinking abilities, and a proven track record of successfully managing complex project portfolios. Excellent written and verbal communications skills including the ability to communicate complex ideas and information to different audiences and levels.
p>Essential 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.