2243 portfolio manager jobs found

Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do This is a portfolio management role within the Securitized Products team at PGIM Fixed Income....

Description Position at First Business Bank Join the winning team at First Business Bank as a Vice President- Investment Portfolio Manager First Business Bank is a Top Workplaces USA company, learn more here At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Mode l: Onsite at our Brookfield, WI location. Overview: The VP - Investment Portfolio Manager's primary role is to guide clients through the bank's investment process with clarity and precision. They provide strategic financial insights...

Job Details Job Location First Internet Bank of Indiana Fishers - Fishers, IN Position Type Full Time About the Position: As a Single Tenant Lease (STL) Portfolio Manager (PM) you will provide general credit monitoring activities, administrative support and oversight to the bank's commercial real estate loan portfolio in an effort to prudently manage ongoing risk. You will work closely with the bank's credit department to obtain timely formal credit approvals. Conduct review and follow-up activities to maintain the general condition and quality of the commercial real estate loan portfolio. Typical Loans for a PM can consist of single or multiple Borrowing Entities with one or more Guarantors or Guarantor couples. What You Will Do: Perform consistent and accurate analysis, underwriting and preparation of Credit Approval Documents for new loan requests, renewals of existing loans or modifications to existing loans in the portfolio Oversee the timely monitoring and...

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,...

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...

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help...

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. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our...

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help...

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 Healthcare Relationship/Portfolio Manager handles both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This position's function is to identify and bring new loan clients and be able to manage an existing portfolio...

Vice President, Indexing Portfolio Manager - Mellon At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. About Mellon Driving client outcomes through perspective, precision, and partnership. Mellon is a global leader in index management and one of the world's largest institutional index managers by assets under management. Since 1983, Mellon's dedication to precision and client partnership has...

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...

Overview Reporting to the Head of Underwriting & Portfolio Management for Maritime Finance, the Sr Underwriter and Portfolio Manager will be responsible for underwriting as well as portfolio management of asset-backed maritime financing transactions, leading deal teams, mentoring junior resources, and assisting with the preparation of presentations and reports for regulatory and internal informational purposes. Responsibilities New business - Play a key role in deal teams to evaluate new transactions, pre-screen transactions, conduct due diligence, prepare credit approval memos on transactions that are green-lighted in the pre-screen process, present transactions to credit committee to obtain credit approval, collaborate with legal team to negotiate and review commitment letters and legal documentation as needed, and participate in deal closing Analyze financial statements and capital structures, conduct business/industry analysis to identify transaction risks and...

About this role Systematic Active Equity (SAE) Core PM Portfolio Manager | Associate / VP | San Francisco Systematic Active Equity (SAE) is the quantitative equity investment group with BlackRock. We invest our client assets (approximately $150bn) using quantitative insights captured in a scalable and repeatable process. SAE is a pioneer and thought leader in the quantitative equity investment industry and has consistently achieved client investment goals across global equity markets for over 30 years. Our clients include corporate pension plans, public pension plans, central banks, sovereign wealth funds and other institutional investors. We are seeking a portfolio manager to complement our Core PM team. SAE Core PM team members are responsible for the array of portfolio implementation and management responsibilities described below across our Developed and Emerging Market portfolios, with an emphasis on adhering to effective, risk-controlled, and consistent processes. Team...

Job Description: The Role SVP, Alternatives Institutional Portfolio Manager The SVP Alternatives IPM will work closely with Fidelity's private equity multi-strategy fund and direct real estate investment teams to support the growth of the products to institutional and intermediary customers. This role will suit candidates with entrepreneurial energy and accountability who are excited to build a business with the support and backing of a leading financial services company. In addition, this professional must have the willingness and desire to manage the workload of a start-up coupled with an agile mindset to move between a smaller team environment to the wider established financial services company. The Team Located in Boston, MA, the Alternative Product Development Team ('Alternatives') is part of Fidelity's Enterprise Services Division that manages the firm's growth initiatives sponsoring new business creation and innovation. The Alternatives team works closely with...

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...

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...

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. Leads and executes business development plans to that business goals are achieved or exceeded. Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Manages resources and leads the...

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...

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...

About this role SpiderRock Advisors, LLC ("SRA"), a wholly owned subsidiary of BlackRock, vertically integrated in US Wealth Advisory, headquartered in Chicago, IL, is a rapidly growing technology-enabled provider of derivatives solutions to the wealth management and institutional allocator segments of the ~$80 trillion global asset management industry. SRA specializes in the design and implementation of customized derivative solutions and overlay strategies for institutions, wealth managers and their clients. SRA is seeking an energetic and talented Portfolio Manager & Derivatives Trader responsible for understanding the nuances of multiple asset classes (ex. Equities, Futures, FX, Fixed Income, etc.) and supporting high performance quantitative execution in an internal and client/external facing role. This role is a part of a dynamic and rapidly evolving team responsible for portfolio design, risk management, data analytics, quantitative analysis and research, and...