874 vp portfolio manager jobs found

Application Deadline: 08/14/2025 Address: 370 17th St. 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...

Application Deadline: 08/28/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service In Diversified industries group you work with public or private companies in a wide variety of industries such as industrial services, manufacturing, distributing, printing and packaging, engineering and contracting, transportation and logistics, and a wide range of other businesses. You cater clients with revenues from $10MM - 10B, providing them industry best commercial product and solutions meeting their needs. We are seeking multiple positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies in middle market generating $10MM - 10B in revenue and has established relationships with customers, COIs, and key stakeholders in the market. The RMs & PMs will be responsible to drive new client...

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. The Tailored Lending Group within Morgan Stanley Wealth Management is seeking an Asset Manager for our Liquid Products Team which specializes in bespoke financing transactions for Ultra-High Net Worth clients, including diversified and concentrated...

Application Deadline: 07/17/2025 Address: 500 Capitol Mall 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...

About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we...

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...

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...

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...

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...

GIC is one of the world's largest investors and 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. External Managers Department The External Managers Department partners with the world's best investment managers to capture investment opportunities, generate outstanding returns, and collaborate strategically. We seek a candidate to join our New York-based equities team as an Assistant Vice President / Vice President. Responsibilities: Conduct fund manager due diligence, selection, monitoring, and portfolio construction. Perform quantitative and qualitative analyses on investments, strategies, and market dynamics....

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...

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 the existing commercial loan portfolio and working closely with Team Manager or Relationship Manager who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and...

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...

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 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...

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...

Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the world's largest networks of Financial Advisors (FAs). MS has expanded its suite of world-class banking and lending products exclusively for FAs and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has enhanced its lending, mortgage, cash management and deposit capabilities. By combining our lending financial services business with private banking products built specifically to service the needs of Financial Advisors and their clients, we can tailor banking and lending solutions to client needs. As a market leader, the talent and passion of our...

Under general direction, this position supports the overall credit and portfolio management function for the North Orange County Regional Office. This 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. Calls on potential or existing customers to assist in retention and growth of existing business relationships. Keeps informed as to the status of their portfolio Handles complex accounts and makes credit recommendations independently. Provides training and oversight for junior credit-related employees. Location: Anaheim, California Annual Salary:...

At Axiom Bank, we encourage you to aim for the sky and leverage your expertise and passion to excel. We are a growing, dynamic organization - this is an exciting time to get on board! We believe in the value of promoting a healthy work/life balance and are committed to recognizing the role everyone plays in our ongoing success. We offer the following benefits to our Full Time Employees: 12 Paid Holidays Generous Paid Time Off 4% Match on our 401(k) Medical, Dental and Vision Benefits 100% Company Paid Life, AD&D Insurance, Short and Long Term Disability Key Responsibilities and Accountabilities Prepares Credit Memoranda in collaboration with Commercial Relationship Managers and other deal team members focused on specialized lending, recommending credit decisions and loan structuring. Participates in Credit Committee meetings as a committee resource. Reviews, organizes and analyzes financial information relating to existing and new clients in a timely,...

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. Responsible for underwriting, credit monitoring and portfolio management of Commercial Real Estate relationships to achieve efficiencies and quality of the process and product, assist in the retention and expansion of existing client relationships, growth of total client assets and net growth in relationships. Primary performance responsibilities include analyzing financial data to determine the merits of both new loan and renewal/modification requests (including adherence to Lending Policy), preparing comprehensive credit presentations, and monitoring loan...