Overview: ABOUT US
RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios.
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.
p>Qualifications: • Thorough understanding of financial services and banking products • Strong underwriting and portfolio management skills • Financial modeling experience and comfort • Ability to manage complex credits and client relationships • Background in cash flow lending for sponsor-backed borrowers (a plus) • Thrives in a dynamic and remote work environment • Skilled communicator, written and verbal • Strong ability to lead and motivate junior staff • Ability to interpret financial data and reports and, when necessary, recommend appropriate actions • Ensures absolute confidentiality in all areas of responsibility • Pro-active attitude and resourcefulness.
Core lending products include cash flow term loans, asset-based lines of credit, and recurring revenue revolvers primarily utilized by sponsor-backed businesses for acquisition financing, debt refinance, recapitalizations, and working capital support.
San Francisco, CA19 days ago
This highly cross-functional role partners closely with Pillar Portfolio Managers (PPMs), senior analysts, business stakeholders, Finance, and DET leadership to ensure portfolio data is trusted, dashboards provide meaningful insights, and the organization can operate and scale effectively. This role serves as the primary resource for portfolio tooling support, data quality management, reporting enablement, and operational excellence across Airtable, Linear, Tableau, Slack integrations, and emerging portfolio management platforms.
p>In this role, you will own program and vendor management for the Risk organization, build operating frameworks that reduce manual processes through AI tooling and automation, and lead a team of analysts and portfolio managers focused on strategic execution. Partner closely with risk analysts, data scientists, and business partners across compliance, fraud, and credit risk to integrate risk management strategies and provide thought leadership on data-driven practices.
San Francisco, CA30+ days ago
The Real Estate Portfolio Manager will oversee a team including a Real Estate Program Manager and an Occupancy Planning/Lease Administration specialist, building a high-performing function that brings the strategic rigor and analytical sophistication of established corporate real estate organizations to our rapidly scaling AI company. We are seeking a senior Real Estate Portfolio Manager to join Anthropics Workplace and Real Estate team to lead strategic planning, portfolio optimization, and a team of real estate professionals across our global footprint.
We also manage the industry-leading services that help make Google a great place to work -- from how we design healthy and collaborative workspaces, create energizing food experiences, provide convenient transportation and fitness options, to delivering environments where Google and our employees can thrive. You are responsible for defining and driving a multi-year investment and exit strategy that optimizes strategic outcomes across multiple dimensions, including financial returns, balance sheet efficiency, placemaking potential, brand value, and other dual-use objectives.
Sunnyvale, CA30+ days ago
Apply deep domain knowledge across HID's multiplatform ecosystem to build capacity models and multi-year staffing scenarios to identify risks, constraints, and interdependencies early, and develop clear mitigation strategies and action plans that maintain alignment and momentum across teams. As the Human Interface Design Portfolio Manager, you will define the Design portfolio planning activities across the Human Interface Design (HID) team landscape and execute robust portfolio management processes aligned with cross functional organizational goals and software design strategic objectives.
San Francisco, Washington19 days ago
This experienced professional works closely with Wealth Managers, and the GC Wealth Chief Investment Officer to shape investment strategy, execute trades, and deliver market and portfolio updates to clients and prospects, serving as a trusted resource for both clients and internal teams. With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto.
San Francisco, CA30+ days ago
By building trusted, long‑term client relationships aligned with the Bank's core values, the Portfolio Manager delivers meaningful value to clients while driving revenue growth, portfolio retention, and overall relationship profitability. The incumbent proactively identifies client needs, recommends appropriate banking products and solutions, and partners with internal specialists to deliver comprehensive financial strategies.
Santa Cruz, CA30+ days ago
ul>While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard. The Loan Portfolio Manager is responsible for managing the existing loan portfolio and client relationships, as well as originating and servicing all types of business and individual loans and lines of credit-both secured and unsecured.
San Francisco, California30+ days ago
p style="min-height:1.5em">You'll own a portfolio of Doss's most complex, high-value client relationships and lead your team through the full post-sales lifecycle: Discovery: partnering with cross-functional client leadership to analyze operational and financial workflows (flow of goods, information, and money).
We recently raised a $55M Series B, co-led by Madrona and Premji Invest.
Santa Clara, CA30+ days ago
Our 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. Provides training to less experienced staff and supports Team Head/Senior Relationship Manager in team leadership, including ensuring that resource allocation to their portfolio and to the pipeline is appropriate.
San Francisco, California30+ days ago
By building trusted, long‑term client relationships aligned with the Bank’s core values, the Portfolio Manager delivers meaningful value to clients while driving revenue growth, portfolio retention, and overall relationship profitability. Qualifications: Bachelor's Degree and 8 years of experience in Credit Analysis and Credit Underwriting OR High School Diploma or GED and 12 years of experience in Credit Analysis and Credit Underwriting.
Recognized as a technology leader, Sanmina Corporation provides end-to-end manufacturing solutions, delivering superior quality and support to Original Equipment Manufacturers (OEMs) primarily in the communications networks, defense and aerospace, industrial and semiconductor systems, medical, multimedia, computing and storage, automotive and clean technology sectors. Job Knowledge/Skills:Strong project management skills, excellent systems acumen (preferably with Oracle, Agile, Shop Floor, EDW, or Quality systems experience), proven record in business process improvement, and experience in key business functions within an international or complex business environment.
San Ramon, CA30+ days ago
p>This 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).
li>Experience 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.
p>Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and credit risk assessment of commercial loans within the Media & Telecom sector ensuring sound financial analysis, compliance with regulatory requirements, and alignment with the bank's credit policies and risk appetite. This role requires strong leadership, industry knowledge, and the ability to collaborate with relationship managers, risk teams, and senior leadership to drive high-quality credit decisions.
This role will focus on establishing an integrated, enterprise-level view across programs by developing a forward looking schedule , enabling leadership to proactively manage risks, dependencies, and cross-program impacts. Stakeholder Engagement- Partner closely with program managers, PMOs, and leadership teams across initiatives.
San Francisco, New York19 days ago
ul>Develop systematic strategies that use statistical signals associated with various market inefficiencies applied to a broad variety of asset classes including global equities and/or ETFs, futures, currencies and options. WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets.
San Francisco, California26 days ago
p>Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee the underwriting and credit risk assessment of commercial loans within the Media & Telecom sector ensuring sound financial analysis, compliance with regulatory requirements, and alignment with the bank’s credit policies and risk appetite. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
p>Mercor connects elite creative and technical talent with leading AI research labs. - For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome.
p>Mercor connects elite creative and technical talent with leading AI research labs. - For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome.