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Full time  (22) Contractor  (3)
CB
May 23, 2025
AVP/VP, Portfolio Manager
Cathay Bank San Jose, CA, USA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify...
CB
Apr 03, 2025
AVP/VP, Portfolio Manager
Cathay Bank El Monte, CA, USA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify...
GP
Feb 10, 2025
AVP/VP, Portfolio Manager, Global Macro, Fixed Income and Multi Asset (Singapore Based)
GIC Private Limited New York, NY, USA
GIC is one of the world's largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of the world's industry leaders. As a leading global long-term investor, we Work at the Point of Impact for Singapore's financial future, and the communities we invest in worldwide. Fixed Income Our team employs a broad range of investment strategies that span macro, credit, and quantitative investing, including multi-asset, benchmark-agnostic, constrained, indexed, and thematic strategies. Global Macro (GM) The GM team manages and takes risks across a broad array of asset classes, including global interest rates, inflation, currency, equity, credit, commodity, and volatility. We identify and invest in long-term, secular themes expected to play out over the medium term, while flexibly adjusting portfolio exposures...
Bo
Jan 12, 2025
Portfolio Manager (AVP/VP/SVP)
Banc of California Santa Ana, CA, USA
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We...
FB
Jun 13, 2025
Sr. Associate/AVP/VP, Portfolio Management, Healthcare Lending
Forbright Bank Chevy Chase, MD, USA
COMPANY DESCRIPTION: Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors and creative financing solutions to visionary middle market businesses and investors in healthcare, technology, financial services, real estate, and other industries. COMPANY CULTURE: We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful. COMPANY MISSION: We are a mission-driven...
OS
Jun 12, 2025
AVP/VP Commercial Banking
Old Second National Bank Aurora, IL, USA
Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! Position Overview This position is responsible for growing and retaining profitable relationships with the Middle Market segment, i.e., companies with annual revenues in excess of $10 million. This is accomplished by focusing on the delivery of value-added financial solutions to clients and prospects that will help them reach their goals and maximize the Bank's revenues over the life of the relationship. Incumbents...
WB
Jun 12, 2025
VP Commercial Credit Manager (FT)
Westfield Bank Hartford, CT, USA
Position: VP/Commercial Credit Manager Department: Commercial Administration Job Status: Full-Time FLSA Status: Exempt Grade: 15 $117,425.49 - $176,138.8 Amount of Travel: No Travel Reports To: SVP, Chief Credit Officer Positions Supervised: Credit Analyst, Sr. Credit, Analyst, AVP, Appraiser Office Location : This role will be 100% in office POSITION SUMMARY Responsible for the day-to-day management of the Credit Department, providing oversight to a team of credit professionals evaluating the risk in the Bank's middle-market commercial loan portfolio. Effectively manage the process to maintain and improve the current performance level, maintain open communication between the Credit and Commercial Lending teams, and ensure team achieves desired turnaround times and achieves quality standards leveraging technology. ESSENTIAL FUNCTIONS Responsible for the quality and integrity of financial analysis, underwriting, and risk ratings in accordance...
AB
Jun 08, 2025
(AVP or VP) Relationship Manager - CRE Lending
Axos Bank San Diego, CA, USA
Axos Bank Target Range: $90,000.00 /Yr. - $155,000.00 /Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 25% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 25% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job *Target bonus can range from 25-50% dependent upon level of experience The (AVP or VP) Relationship Manager plays a strategic role in developing and managing client relationships as we expand our non-recourse lending platform with Commercial Real Estate. This position is responsible for originating, structuring, and closing loans across various asset classes, including multifamily, condominiums, industrial, and hospitality. Responsibilities: Structure, underwrite, and close complex non-recourse...
JG
Jun 07, 2025
Manager - AVP/VP, Underwriting (Environmental)
JR Group Richmond, VA, USA
Come grow with James River Insurance! James River Insurance is an excess and surplus lines segment of James River Group Holdings, Ltd. and operates on an approved non-admitted basis in 50 states and Washington, DC. Since 2003, James River has provided thousands of commercial property and casualty customers with innovative and creative solutions for particular insurance needs. At James River Insurance, we are committed to providing a stable and rewarding work environment supported by our Core Values and Guiding Principles: Integrity, Accountability, Innovation, Customer Service, Communication, and Teamwork. We are proud of our recent national recognition as a 2023, 2022, and 2021 Top Workplaces USA awards. James River Group Holdings, Ltd. is a Bermuda-based insurance holding company which owns and operates a group of specialty insurance and reinsurance companies. The Company operates in two specialty property and casualty insurance segments: Excess and Surplus Lines and...
ZI
May 25, 2025
VP, Senior Underwriting Officer
Zurich Insurance Group Remote (San Francisco, CA, USA)
Zurich North America is looking for a Market Facing Underwriter-Surety (AVP or VP) to join our Surety Large Contract Accounts West team. Ideally this role will be based out of San Francisco but may be located elsewhere in the West Region. The position will require approximately 20% travel and a company car will be provided. This Market Facing Underwriter - Large Contract Surety Accounts role is a part of the West Region comprising of the 13 Western States. The position is responsible for managing both domestic and international Large Accounts and an assigned portfolio of Large targeted prospects. This is a highly technical and market facing position that requires significant experience with Contract Surety or comparable credit analysis. Building strong relationships with distributors (agents and brokers) and our customers in support of business retention and acquisition of new business is a key responsibility of this role. The Market Facing Underwriter responsibilities include:...
ZI
May 25, 2025
Commercial Surety Underwriting Officer (AVP or VP)
Zurich Insurance Group Chicago, IL, USA
Zurich North America is looking for a Commercial Surety Underwriting Officer (AVP or VP Level) to join our Commercial Surety team within on of the following locations: Chicago, Schaumburg, Illinois, Michigan, Wisconsin, Ohio, or Indiana. The Commercial Surety Underwriter is a uniquely technical role in the underwriting world. In this position you will be responsible for the overall account management, business development and analysis of a highly complex book of Commercial Surety Accounts. Our ideal candidate will have a can-do positive attitude, strong financial background including credit analysis, excellent communication and presentation skills, time management skills, and the ability to further develop and sharpen established negotiation skills. Underwriters will use the Zurich Way of Underwriting Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. This is a great opportunity for an experienced Commercial...
ZI
May 25, 2025
National Construction Professional Liability Consultant (AVP OR VP)
Zurich Insurance Group Schaumburg, IL, USA
Zurich North America is hiring a National Construction Professional Liability Consultant (AVP OR VP) to join our Specialties Construction team. We open to hiring talent located within a commutable distance to any ZNA office location to benefit from our flexible, hybrid working arrangements. We are open to hiring talent on a fully-remote basis based on discretion of the hiring manager. This role will be responsible for various aspects of Construction Professional Liability portfolio management including utilizing data analytics to inform strategy, stewarding underwriting quality, and partnering in tool & product innovation efforts. Additional responsibilities include analyzing and underwriting highly complex new and renewal business in a referral capacity as a subject matter expert. This position will support Construction's efforts in customer service and profitable growth, working closely with leadership and various internal stakeholders to deliver comprehensive first-party...
EB
Jun 06, 2025
VP, CRE Loan Portfolio Manager
Enterprise Bank & Trust Phoenix, AZ, USA
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together,...
Ch
Jun 05, 2025
VP, Commercial Insurance Portfolio Manager
Chubb Readington Township, NJ, USA
Job Description Chubb is seeking a VP, Commercial Insurance Portfolio Manager to work within the Middle Market Commercial Insurance Division, focusing on a Managing General Agent (MGA) Partnership that targets the Specialty Trade and Building Contractor Segment. The role involves managing Workers Compensation and other Casualty lines through Independent Agents specializing in construction. The VP, Portfolio Manager will report to an EVP, Product Line Leader. Key Responsibilities: Collaborate with the Middle Market Product Line Teams and the Construction Industry Practice to implement underwriting strategies for both Product Line and Corporate Construction within the Managing General Underwriter (MGU). Develop and implement consistent standards for the Managing General Underwriter (MGU) to submit account-level referrals to the company for risks that exceed delegated authority. Track and analyze claim trends, providing actionable recommendations to Product Line...
BR
May 31, 2025
VP, Product Manager - Portfolio Management
BlackRock, Inc. Sausalito, CA, USA
About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are looking for a Portfolio Management Product Manager within our Direct Indexing Equity team. This role will lead business initiatives to scale processes and systems, improve efficiencies and reduce errors, focused on the Portfolio Management group. The candidate will bring a deep understanding of end-to-end investment management processes to drive our portfolio management systems forward. The ideal candidate will be a structured thinker, one who possesses technical awareness and can support a fast-growing business. A strong team player is critical, as they will work creatively and collaboratively with colleagues...
TL
May 31, 2025
VP - Client Portfolio Manager
The LaSalle Group Chicago, IL, USA
LaSalle Network is hiring for a VP - Client Portfolio Manager in Atlanta, GA, to lead relationship development and capital raising across the Western U.S. This role is ideal for a strategic rainmaker with deep expertise in real estate investments and strong ties to RIAs and family offices. With the firm now operating under the Focus Financial umbrella and experiencing 10% YoY growth, this is a pivotal time to step in, drive territory strategy, and make a mark. VP - Client Portfolio Manager Responsibilities: Build and grow investor relationships across a multi-state Western territory Serve as the go-to expert on real estate offerings and 1031 exchange solutions Translate market trends and firm strategies into investor action Guide marketing and product development with direct field insights Track performance and pipeline data through CRM systems Uphold brand reputation with every client interaction VP - Client Portfolio Manager Requirements: At...
BU
May 23, 2025
VP, Commercial Portfolio Manager
Banesco USA Miami, FL, USA
Job Title VP, Commercial Portfolio Manager Banesco USA is seeking a VP, Commercial Portfolio Manager for our Portfolio Managers business unit. Primary Job Duties Monitors existing lending relationships assigned to their portfolio and completes annual, semi-annual or quarterly reviews as required in a timely manner. Prepare monthly Watch List comments and quarterly Adversely Classified Reports where applicable. Maintains oversight of all ongoing monitoring requirements and client deliverables as well as compliance with all terms of the loan agreement including (i) Financial Reporting and Covenant Tracking, (ii) Covenant Compliance, (iii) Collateral Monitoring and Borrowing Base Analysis, and (iv) all required third party reports, investigations and due diligence. Validates and analyzes reports such as Financial Statements, Borrowing Base Certificates, Collateral Field Examinations, Appraisals, Engineering Reports, etc., to verify compliance. Actively works on tracking...
Bo
May 18, 2025
Portfolio Manager, VP (Financial Institutions)
Bank of Montreal Chicago, IL, USA
Application Deadline: 06/30/2025 Address: 320 S Canal Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Establishes cross-selling initiatives to increase penetration with client. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business...
QH
May 15, 2025
VP Portfolio Manager
QCR Holdings, Inc Springfield, MO, USA
Job Type Full-time Description TITLE: VP Portfolio Manager JOB FAMILY: Wealth Management DEPARTMENT: Wealth Management PAY GRADE & FLSA: 10, Exempt JOB SUMMARY: The Portfolio Manager is responsible for managing assigned client portfolios and participate as necessary throughout the investment management function; assist in the trade activity, research, and evaluation of current and prospective investment securities; and assist in the analysis and application of various presentation and reporting functions. Actively participate in client and prospect meetings and presentations. ESSENTIAL FUNCTIONS: Manage assigned client accounts in keeping with governing instrument, the needs of the clients and/or beneficiaries. Actively participate in client meetings and prospect presentations. Actively participate as a member of the Investment Group and Trust Investment Committees, including efforts in research for current and prospective investment...
AB
Apr 18, 2025
Portfolio Manager - VP
Associated Bank Chicago, IL, USA
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. The Power and Utilities Portfolio Manager - VP is responsible for the underwriting, credit monitoring and portfolio management of power project finance and utility relationships. The Portfolio Manager - VP takes on independent responsibility for the underwriting and management of new and existing loan transactions, coordinating with the relationship manager(s) and credit approval team. Prepares and processes loan modification / amendment requests, tracks covenant compliance and internal portfolio tracking metrics, reviews legal documentation, maintains...
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