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.
Primary responsibilities include: The Commercial Real Estate Credit [Products/Solutions] team provides underwriting and proactive portfolio management expertise to the Bank’s CRE clients, including private individuals and family offices, and institutional funds/investors/developers. 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.
San Francisco, CA20 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.
San Francisco, CA1 day ago
Partner with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from capability pitch through model delivery, content strategy, and sales activation. The role requires close coordination across clients, portfolio management, distribution, sales specialists, research, and marketing teams, and is well suited for candidates who thrive in a fast-paced, multi-faceted environment with meaningful client and commercial accountability.
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.
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, Washington20 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.
San Francisco, California30+ days ago
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). The Portfolio Manager sits at the intersection of product, data, operations, implementation, and customer partnership — leading a small team of PMO ICs while staying deeply hands-on yourself.
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.
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).
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.
San Francisco, New York20 days ago
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. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market inefficiencies.
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. The position is critical to building a new integrated planning and management function and driving more informed, forward-looking decision-making.
San Francisco, California27 days ago
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.
San Francisco, New York20 days ago
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. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market inefficiencies.
San Francisco, CA12 days ago
Ownership of North American Flexport Capital clients - Consistently connect with the Flexort Capital clients' C-Suite and serve as customers' internal Flexport advocate, drive revenue growth for their current Capital products, identify at-risk accounts, and conduct quarterly business reviews. You will set the strategy for how Flexport Capital manages and grows its installed base, build the systems and playbooks that drive consistent performance across your team, and serve as the primary executive relationship owner for the portfolio''s most complex and highest-value accounts.
San Francisco, CA14 days ago
p>Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Conduct quarterly, semi-annual or annual business reviews, working closely with business partners and Community Banking partners for historical financial reports, industry outlook resources and bench marking data for current and future financial solutions.
The successful candidate will bring strong experience managing portfolios of tools and initiatives across their full lifecycle, scanning the external landscape for emerging trends and competitive signals, and engaging with vendors and technology partners to assess fit and value. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
A strong customer-centric perspective underpins the role, ensuring that portfolio decisions are guided by customer needs, market relevance, and clear value propositions across the product landscape. Strong alignment between business strategy, product roadmaps, and customer and market needs results in increased clarity, focus, and a measurable long-term impact of the overall product portfolio.
p>Professional / Educational Experience: Bachelors degree (B.A.) from four-year college or university in a related field and minimum 5 -7 years relevant banking experience and/or training; or equivalent combination of education and experience. Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Senior Portfolio Manager to join our Commercial Banking Office in Oakland.
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 Requirements:
• 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 Francisco, California30+ days ago
Tangible Background Skills Needed - Thorough understanding of lease terms, lessor and lessee responsibilities, and CAM estimates and reconciliation calculations- Knowledge of buildings, structures, and systems- Construction management and project management- Accrual accounting- Ability to balance “owning” your portfolio yourself with collaborative teamwork $100,000 - $160,000 a yearThe compensation for this role is commensurate with the cost of living in the Bay Area and will be adjusted based on the applicant’s experience and the market rates in their location. With the best people both doing our own work and chipping in to make Windsor and each other better, Windsor can continue to thrive and grow which creates more opportunities for everyone to develop.
Meta is seeking an experienced Lease Portfolio Manager to join the Global Leasing organization, responsible for overseeing a large-scale, geographically distributed portfolio of data center lease agreements. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics.
San Francisco, CA30+ days ago
p>Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients in the technology industry. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards.
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