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.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
PORTFOLIO MANAGER SR - Asset-Based Lending
The Porfolio Manager/Underwriter position focuses on credit underwriting and review of prospects and/or existing client relationships for City National Bank asset-based lending group.
p>Headquartered 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.
Los Angeles, CA30+ days ago
You 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.
Beverly Hills, CA30+ days ago
As 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.
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:
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.
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.
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. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
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.
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.
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.
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.
Beverly Hills, California30+ days ago
li>Meaningful 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.
City of Glendale, CO2 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.
Los Angeles, CA11 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.
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.
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.
Los Angeles, CA30+ days ago
li>Control 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.
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.
Los Angeles, CA30+ days ago
Experience with the Low-Income Housing Tax Credit (LIHTC) industry or Commercial Real Estate industry with one or more of the following functional roles: Real Estate Underwriting, Portfolio Management, Asset Management, Tax Credits, Real Estate Workouts, Financial Analysis, Accounting. Commercial 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.
Los Angeles, 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.
Los Angeles, CA15 days ago
The Commercial Real Estate (CRE) Portfolio Manager 3 partners with assigned Relationship Managers to manage and grow a middle‑market commercial real estate loan portfolio primarily across the western U.S., including California. In 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.
El Segundo, CA30+ days ago
li>Responsible 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.
Los Angeles, CA24 days ago
li>Collaborate with the PM Data & Systems Team to ensure the health, accuracy, and scalability of Portfolio Management's analytics infrastructure: including CAFM systems (Serraview/Eptura), sensor platforms (Freespace), and integrated data pipelines.
The Portfolio Management (PM) Data Analytics team is the analytics engine behind Portfolio Management - owning the tools and reporting infrastructure that Netflix planners and strategists rely on to make decisions at both site and portfolio scale.
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.
Los Angeles, CA18 days ago
Commercial 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.
Los Angeles, CA10 days ago
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. Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure.
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.