Portfolio Manager II - Business Banking City National BankPortfolio Manager II - Business BankingLos 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. 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 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.
Sr Portfolio Manager - Specialty Credit Texas Capital Bancshares IncSr Portfolio Manager - Specialty CreditLos Angeles, CAHeadquartered 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.
Commercial Portfolio Manager - To 100K - Los Angeles, CA - Job 3590 The Symicor GroupCommercial Portfolio Manager - To 100K - Los Angeles, CA - Job 3590Los Angeles, CAPreparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients.
CRE Credit Products Portfolio Mgr Sr Flagstar Bank NACRE Credit Products Portfolio Mgr SrBeverly Hills, CA$106,023–$165,862 / yearAs 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.
VP, Portfolio Manager - Commercial Real Estate Bank of MontrealVP, Portfolio Manager - Commercial Real EstateLos Angeles, 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 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 .
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.
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.
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.
Credit Portfolio Manager, Education And Non-Profit - Institutional Client Group US BankCredit Portfolio Manager, Education And Non-Profit - Institutional Client GroupLos Angeles, CA$111,095–$130,700 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Credit Portfolio Manager, Education and Non-Profit - Institutional Client Group U.S. BankCredit Portfolio Manager, Education and Non-Profit - Institutional Client GroupLos Angeles, California$111,095–$130,700 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Credit Portfolio Manager US BankCredit Portfolio ManagerLos Angeles, CA$91,440–$111,760 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Commercial/Corporate Credit Portfolio Manager - For-Profit Healthcare US BankCommercial/Corporate Credit Portfolio Manager - For-Profit HealthcareTorrance, CA$117,725–$138,500 / yearUnderwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Portfolio Manager - Institutional Client Group - Automotive US BankPortfolio Manager - Institutional Client Group - AutomotiveLos Angeles, CA$119,765–$140,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Institutional Client Group Portfolio Manager - Corporate And Public Sector US BankInstitutional Client Group Portfolio Manager - Corporate And Public SectorLos Angeles, CA$117,725–$138,500 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Portfolio Manager - El Segundo, CA California Bank & TrustPortfolio Manager - El Segundo, CAEncino, 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.
Manager, Portfolio Management Strategy and Data Analytics Netflix IncManager, Portfolio Management Strategy and Data AnalyticsLos Angeles, CA$150,000–$260,000 / yearCollaborate 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.
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.
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.
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.
GTP Treasury Portfolio Manager East West BankGTP Treasury Portfolio ManagerPasadena, 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. Overview: 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.
Sr Portfolio Manager The Walt Disney CompanySr Portfolio ManagerGlendale, CA$126,800–$154,800 / yearSpecific activities include developing data-driven hypotheses, strategies, and tactics to develop new businesses; identifying, evaluating and negotiating equity investments; managing a portfolio of current investments; incubating or accelerating potential new businesses, assessing emerging market opportunities and fostering innovation within and across TWDC's businesses. The Corporate Innovation team at The Walt Disney Company is a highly visible corporate team of professionals who act as in-house consultants/strategists responsible for the identification, analysis, development and execution of corporate innovation initiatives.
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.
NewVP, Credit & Portfolio Manager American Business BankVP, Credit & Portfolio ManagerLos Angeles, CAFacilitates comprehensive credit analysis of existing and potential clients, assists in the management of risk in existing relationships to protect the financial health of the Bank, keeps informed as to the status of loans in the office portfolio, provides relationship managers with support in underwriting and business development, and providing financial counsel to current and prospective customers, while ensuring adherence to all bank policy and procedures. Consistently applies superior decision making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.
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.
Credit Resolution Portfolio Manager American AgCreditCredit Resolution Portfolio ManagerCARemoteCompletes loan analysis, including financial statements, cash flows, loan analysis forms, trend sheets, writing narratives, preparing facts, and offering opinions concerning creditworthiness, risks and mitigants, and other forms as required. LEVELS OF SUPERVISION EXERCISED AND RECEIVED: Generally exercises little supervision; makes independent decisions; works under general supervision of Head of Commercial Underwriting or designee.
Portfolio Manager - Commercial and Industrial Bank of MontrealPortfolio Manager - Commercial and IndustrialLos Angeles, 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.
Portfolio Manager - Commercial And Industrial BMO (Bank of Montreal)Portfolio Manager - Commercial And IndustrialDowney, 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.
Associate Portfolio Manager Bank of MontrealAssociate Portfolio ManagerLos Angeles, CA$69,000–$127,800 / yearProvides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Portfolio Manager BMO (Bank of Montreal)Portfolio ManagerLos Angeles, 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.
VP, Portfolio Manager Commercial Banking Dealer Finance BMO (Bank of Montreal)VP, Portfolio Manager Commercial Banking Dealer FinanceLos Angeles, CA$88,800–$165,600 / yearAnalyzes credit information to support lending decisions and processes for new and existing Dealer Finance 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.
Credit Portfolio Manager, Education and Non-Profit - Institutional Client Group U.S. BancorpCredit Portfolio Manager, Education and Non-Profit - Institutional Client GroupLos Angeles, CA$111,095–$130,700 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Institutional Client Group Portfolio Manager - Corporate and Public Sector U.S. BancorpInstitutional Client Group Portfolio Manager - Corporate and Public SectorLos Angeles, CA$117,725–$138,500 / yearResponsibilities include: • Underwriting all types of credit account exposure • Managing an assigned credit portfolio • Successfully closing new business relationships and expanding existing relationships • Managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships • Providing customer service • Participating in joint sales calls with Relationship Manager(s) • Identifying customer needs. 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.
For-Profit Healthcare Portfolio Manager U.S. BancorpFor-Profit Healthcare Portfolio ManagerLos Angeles, CA$117,725–$138,500 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Portfolio Manager - Institutional Client Group - Automotive U.S. BancorpPortfolio Manager - Institutional Client Group - AutomotiveLos Angeles, CA$119,765–$140,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Credit Portfolio Manager U.S. BancorpCredit Portfolio ManagerLos Angeles, CA$91,440–$111,760 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Portfolio Manager Paramount Skydance CorpPortfolio ManagerLos Angeles, CA$86,000–$128,000 / yearParamount+ features an expansive library of original series, hit shows and popular movies across every genre from world-renowned brands and production studios, including SHOWTIME. Pluto TV is the global leader in free ad-supported TV, delivering more than 1,400 global channels and an extensive library of streaming content, including live and original channels.
NewVP, Senior Credit & Portfolio Manager American Business BankVP, Senior Credit & Portfolio ManagerLos Angeles, CAThis support includes facilitating of comprehensive credit analysis of existing and potential clients, assisting in the management of risk in existing relationships to protect the financial health of the Bank, keeping informed as to the status of loans in the office portfolio, providing relationship managers with support in underwriting and business development, and providing financial counsel to current and prospective customers, while ensuring adherence to all bank policy and procedures. Under general direction, this position supports the overall credit and portfolio management function for the Riverside Corona Regional Office.
Credit Portfolio Manager - Food Manufacturing - Institutional Client Group US BankCredit Portfolio Manager - Food Manufacturing - Institutional Client GroupLos Angeles, CA$124,355–$146,300 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Portfolio Manager - Institutional Client Group - Technology U.S. BankPortfolio Manager - Institutional Client Group - TechnologyLos Angeles, California$132,260–$155,600 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Workplace Design Manager, Portfolio Management Netflix IncWorkplace Design Manager, Portfolio ManagementLos Angeles, CA$125,000–$190,000 / yearManage multiple simultaneous projects through all phases (including environmental graphics/brand design) with accuracy, timeliness, and consistent, concise communication with project managers and cross-functional, local, and regional teams. Work to ensure that the external design team is designing the project on schedule, budget, and aligning with the Netflix culture, brand values, and aesthetic, as well as meeting the project based design aesthetic and goals laid out in the visioning session or at project inception.
PWM - Portfolio Manager U.S. BankPWM - Portfolio ManagerWoodland Hills, 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. At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Portfolio Manager Commercial Real Estate CompanyPortfolio ManagerLos Angeles, California$130,000–$140,000 / yearEssential Functions include a deep understanding of property operations, financial aspects of commercial property management, property maintenance and vendor management, property marketing and property leasing, team development, employee supervision, and motivation. Well-versed in all areas of financial management, including budgeting, income & expense oversight, and variance reporting.
Client Portfolio Manager, Advisory Solutions (Ftis) Franklin ResourcesClient Portfolio Manager, Advisory Solutions (Ftis)Pasadena, CA$150,000–$200,000 / yearThe Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment strategies, portfolio construction techniques, and global market performance. Franklin Templeton Investment Solutions (FTIS) is a division of Franklin Templeton providing asset management and advisory services to a diverse array of institutional and retail clients.
Client Portfolio Manager, Advisory Solutions (FTIS) Franklin Resources IncClient Portfolio Manager, Advisory Solutions (FTIS)Pasadena, CA$150,000–$200,000 / yearThe Client Portfolio Manager (CPM) is responsible for supporting all aspects of a growing business in the western region of the U.S. Critical to the role is a deep understanding of investment strategies, portfolio construction techniques, and global market performance. Franklin Templeton Investment Solutions (FTIS) is a division of Franklin Templeton providing asset management and advisory services to a diverse array of institutional and retail clients.
Regional Portfolio Manager I Robert Half IncRegional Portfolio Manager ICalifornia, CAThese cookies, pixels, and similar tracking technologies are used to track your interactions with our website and recognize your device across other websites or platforms over time. They allow us to measure website traffic, monitor performance, and improve user experience by analysing which pages are most and least popular and how users move around the website when they are using it.
Principal Manager, Energy Procurement Portfolio Reporting/Valuation Edison InternationalPrincipal Manager, Energy Procurement Portfolio Reporting/ValuationRosemead, CAApproves and tests end-to-end financial modeling modules that scrapes and transforms generating unit (such as energy storage and energy storage) solicitation offer data, performing NPV analysis, and processes and stores results. Directs the strategic application of analytical models and grid planning simulation tools, driving the development of optimal resource portfolios, and guiding decisions based on their projected impacts on system pricing, GHG emissions, and other market dimensions.
Credit Portfolio Manager - Food Manufacturing - Institutional Client Group U.S. BancorpCredit Portfolio Manager - Food Manufacturing - Institutional Client GroupLos Angeles, CA$124,355–$146,300 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. 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.
Assistant Vice President, Portfolio Manager- Lender Finance Western Alliance BancorpAssistant Vice President, Portfolio Manager- Lender FinanceLos Angeles, CA$107,395–$132,661 / 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. What you'll do: As Assistant Vice President, Portfolio Manager - Lender Finance you''ll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank''s lending policies and procedures.