Portfolio Manager jobs at Bank of America - 48 jobs
Asset Management- Private Securitized Portfolio Manager - Executive Director
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210696837 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 As a highly motivated Securitized Credit PM in our team in Columbus or New York, you will focus on expanding the private securitized platform. GFICC manages a broad range of strategies, through funds and/or separate accounts. Our team has a demonstrated long-term track record of strong performance and is responsible for $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs. We are seeking a highly motivated Securitized Credit PM to join our team in Columbus or New York that will focus on expanding the private securitized platform. This role is ideal for candidates with 10+ years of experience structuring and/or investing in private securitized who are eager to work closely with senior professionals in sourcing, structuring and investing in private securitizations. You will be part of a collaborative and supportive team, gaining exposure to credit research as well as portfoliomanagement and trading while contributing to the investment process.
Job Responsibilities
* Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations
* Actively monitor market themes and sector trends to identify investment opportunities
* Build and maintain relationships with both internal and external participants, including portfoliomanagers, investment specialists, issuers, rating agencies, and broker-dealers
* Handle all aspects of private securitization including sourcing, structuring, negotiating (legal, rating agency, issuer) and closing transactions
* Continually monitor Private Securitized holdings to ensure alignment with credit views and with client risk appetite and guidance. Facilitate ongoing credit analysis, including internal ratings and valuation
Required qualifications, capabilities and skills
* 10+ years of securitized credit experience across one or more sub-sectors
* Knowledge of multiple securitized sectors including ABS, CMBS, RMBS and CLO
* Knowledge of Intex and/or Trepp
* Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints
* Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks
Preferred qualifications, capabilities and skills
* CFA Charter-holder preferred
* Ideal experience as a research analyst, portfoliomanager or banker
$83k-126k yearly est. Auto-Apply 12d ago
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J.P. Morgan Wealth Management - Investment Funding Product Manager
Jpmorgan Chase 4.8
Columbus, OH jobs
If you enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations than this is the role and team for you! Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager on the Investment Funding product team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle . You will lead product innovation, promote customer value, and guide successful market launches and .own the end-to-end product lifecycle for solutions that mitigate risk, enhance operational efficiency, and deliver exceptional client experiences. Your expertise will help shape our strategy to stay ahead of emerging threats while ensuring our products are scalable, resilient, and stable. You will collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
**Job Responsibilities**
+ Develops a product strategy and product vision that delivers value to customers
+ Lead discovery efforts and market research to uncover client pain points and industry trends, and integrating these insights into the product roadmap.
+ Own, maintain, and develop a product backlog focused on features and enhancements that support our check deposit and fraud risk strategy.
+ Build frameworks and track key success metrics such as fraud loss reduction, operational efficiency, feature adoption, and reliability.
+ Define OKRs in partnership with cross-functional leaders, with a focus on fraud risk mitigation and compliance.
+ Proactively analyze data-including fraud trends, competitor solutions, regulatory changes, and user behavior-to uncover insights that drive business value and inform product decisions. Leverage data-driven experimentation and measurement frameworks to ensure key results are on track.
+ Lead the product development lifecycle by writing detailed requirements that capture functional, design, and control/regulatory features. Conduct discovery sessions to clarify and prioritize requirements. Work with Tech Development to ensure the output delivered meets expectations. Be the main decision maker in determining trade-offs based on known considerations. Collaborate with Quality Assurance to deliver a functional end-to-end product and experience across all channels (web, mobile). Drive the prioritization of any defects found and work with technology on the resolution.
**Required Qualifications, Capabilities, and Skills**
+ 5+ years of experience or equivalent expertise in product management or relevant domain area
+ Experience in Payments, cash/asset transfers, check processing, or fraud risk management
+ Advanced knowledge of the product development life cycle, design, and data analytics, with a focus on risk and controls
+ Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management for risk-related products
+ Experience working closely with user experience designers and software engineers
**Preferred Qualifications, Capabilities, and Skills**
+ Demonstrated prior experience working in a highly matrixed, complex organization
+ Experience with Adobe Analytics or any web analytics tool is a plus
**To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).**
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$72k-110k yearly est. 60d+ ago
J.P. Morgan Wealth Management - Investment Funding Product Manager
Jpmorganchase 4.8
Columbus, OH jobs
If you enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations than this is the role and team for you! Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager on the Investment Funding product team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. You will lead product innovation, promote customer value, and guide successful market launches and .own the end-to-end product lifecycle for solutions that mitigate risk, enhance operational efficiency, and deliver exceptional client experiences. Your expertise will help shape our strategy to stay ahead of emerging threats while ensuring our products are scalable, resilient, and stable. You will collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job Responsibilities
Develops a product strategy and product vision that delivers value to customers
Lead discovery efforts and market research to uncover client pain points and industry trends, and integrating these insights into the product roadmap.
Own, maintain, and develop a product backlog focused on features and enhancements that support our check deposit and fraud risk strategy.
Build frameworks and track key success metrics such as fraud loss reduction, operational efficiency, feature adoption, and reliability.
Define OKRs in partnership with cross-functional leaders, with a focus on fraud risk mitigation and compliance.
Proactively analyze data-including fraud trends, competitor solutions, regulatory changes, and user behavior-to uncover insights that drive business value and inform product decisions. Leverage data-driven experimentation and measurement frameworks to ensure key results are on track.
Lead the product development lifecycle by writing detailed requirements that capture functional, design, and control/regulatory features. Conduct discovery sessions to clarify and prioritize requirements. Work with Tech Development to ensure the output delivered meets expectations. Be the main decision maker in determining trade-offs based on known considerations. Collaborate with Quality Assurance to deliver a functional end-to-end product and experience across all channels (web, mobile). Drive the prioritization of any defects found and work with technology on the resolution.
Required Qualifications, Capabilities, and Skills
5+ years of experience or equivalent expertise in product management or relevant domain area
Experience in Payments, cash/asset transfers, check processing, or fraud risk management
Advanced knowledge of the product development life cycle, design, and data analytics, with a focus on risk and controls
Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management for risk-related products
Experience working closely with user experience designers and software engineers
Preferred Qualifications, Capabilities, and Skills
Demonstrated prior experience working in a highly matrixed, complex organization
Experience with Adobe Analytics or any web analytics tool is a plus
To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
$72k-110k yearly est. Auto-Apply 58d ago
Credit Portfolio Manager, Education and Non-Profit - Institutional Client Group
U.S. Bank 4.6
Cincinnati, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
The PortfolioManager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities 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. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Four to six years of relevant experience
Preferred Skills/Experience
- Thorough knowledge of commercial/corporate lending and credit standards, policies, procedures and products
- Strong relationship management and business development skills
- Strong analytical and problem-solving skills
- Effective presentation, verbal and written communication skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). 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.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$98.2k-115.5k yearly Auto-Apply 11d ago
Associate Portfolio Manager
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Assists Senior Investment Advisors (SIAs) and PortfolioManagers (PMs) in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of client accounts.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Assists SIAs and PMs in the development of satisfied clients and new sources of asset management revenue through frequent contact.
+ Prepare sales and investment review materials for use in client presentations.
+ Assist SIAs and PMs with larger, more complex relationships.
+ Be a knowledge expert on our IMG systems, policies, and procedures.
+ Work closely with the SIA/PM and Portfolio Implementation Team to execute investment programs utilizing models and mutual funds to accomplish client objectives.
+ Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.
KNOWLEDGE AND SKILLS REQUIRED:
+ Bachelor's Degree Required
+ 0-2 years investment experience
+ Working towards a MBA or Financial designation considered a plus
+ Proficient in excel
Associate PortfolioManager
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$90k-114k yearly est. 2d ago
Associate Portfolio Manager
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Assists Senior Investment Advisors (SIAs) and PortfolioManagers (PMs) in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of client accounts.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Assists SIAs and PMs in the development of satisfied clients and new sources of asset management revenue through frequent contact.
Prepare sales and investment review materials for use in client presentations.
Assist SIAs and PMs with larger, more complex relationships.
Be a knowledge expert on our IMG systems, policies, and procedures.
Work closely with the SIA/PM and Portfolio Implementation Team to execute investment programs utilizing models and mutual funds to accomplish client objectives.
Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.
KNOWLEDGE AND SKILLS REQUIRED:
Bachelor's Degree Required
0-2 years investment experience
Working towards a MBA or Financial designation considered a plus
Proficient in excel
Associate PortfolioManager
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$90k-114k yearly est. Auto-Apply 2d ago
PCS Portfolio Manager
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. ABOUT THE ROLE: Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships . Delivers an exceptional client experience while achieving sales and retention goals. As the PortfolioManager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone , video and e-mail interactions.
YOUR RESPONSIBILITIES:
The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
+ Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size.
+ Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities , when applicable.
+ Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship.
+ Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management.
+ Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust , IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives .
+ PortfolioManagement: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client.
+ Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordinat ion of portfolio changes.
+ Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.
+ Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios.
+ Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.
+ Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.
MINIMUM REQUIREMENTS:
+ Bachelor's degree ; a major in Finance, Accounting, Economics, or Business Administration preferred.
+ Three or more years of professional experience ; money management, investment research or financial services experience preferred.
REQUIRED SKILLS:
Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in:
+ Communication: Strong interpersonal, written and verbal communication skills, and presentation skills.
+ Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions.
+ Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies.
+ Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint , and CoPilot .
SKILLS FOR SUCCESS:
Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to:
+ Client Experience: Delivers an exceptional client experience while achieving sales and retention goals.
+ Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs.
+ Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently.
+ Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach.
DOING THE RIGHT THING:
Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you.
PCS PortfolioManager
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$90k-114k yearly est. 11d ago
PCS Portfolio Manager
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
ABOUT THE ROLE:
Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships. Delivers an exceptional client experience while achieving sales and retention goals. As the PortfolioManager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone, video and e-mail interactions.
YOUR RESPONSIBILITIES:
The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size.
Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities, when applicable.
Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship.
Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management.
Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives.
PortfolioManagement: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client.
Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordination of portfolio changes.
Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.
Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios.
Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.
Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.
MINIMUM REQUIREMENTS:
Bachelor's degree; a major in Finance, Accounting, Economics, or Business Administration preferred.
Three or more years of professional experience; money management, investment research or financial services experience preferred.
REQUIRED SKILLS:
Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in:
Communication: Strong interpersonal, written and verbal communication skills, and presentation skills.
Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions.
Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies.
Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot.
SKILLS FOR SUCCESS:
Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to:
Client Experience: Delivers an exceptional client experience while achieving sales and retention goals.
Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs.
Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently.
Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach.
DOING THE RIGHT THING:
Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you.
PCS PortfolioManager
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$90k-114k yearly est. Auto-Apply 11d ago
Audit Manager - Asset Management
Keybank 4.4
Brooklyn, OH jobs
The Asset Management Audit Manager, while under the general direction of senior management, will oversee the completion of the team's portion of the annual audit plan, and provide support during audit projects to project lead and staff. This individual will be responsible for managing audits focused on KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services.
The Audit Manager will be responsible for the performance of their team, including the identification of major obstacles and efficiencies that can be created. As an Audit Manager you will also be responsible for coaching and developing staff members as well as contributing to the overall team initiatives. Additionally, the Audit Manager will be required to assist in the team's ongoing risk intelligence process, strategic initiatives and risk review related trainings.
Responsibilities
Demonstrate advanced understanding of audit concepts within planning, fieldwork and reporting, as well as workpaper documentation, audit findings, and audit reports.
Prioritize and execute multiple assignments; identify obstacles within the scope of assignments; proactively communicate delays in assigned deliverables or additional capacity availability; effectively delegate work when necessary; able to adapt to unforeseen challenges and reprioritization of assignments, including the ability to make difficult decisions in a timely manner while including all necessary stakeholders.
Consistently demonstrate advanced business writing skills and cohesively present information effectively to others including the delivery of audit findings and other audit matters to senior and executive management; Consistently presents and organizes more complex information and adapts message to audience.
Able to lead or provide oversight on the most complex stand alone and integrated reviews, investigations or ad hoc projects.
Advanced ability to review audit work to ensure compliance with internal standards while ensuring the work product meets the need of internal and external stakeholders.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree (preferred)
Master's Degree (preferred)
Experience Qualifications
7+ years Audit or Related Experience (preferred)
Knowledge of wealth management, trust and estate planning, investment management and advisory, and fiduciary services (preferred)
Knowledge of regulations and standards applicable to asset management including, but not limited to: Regulation 9, SEC, DOL, and ERISA requirements.
Preferred Qualification
Certified Fiduciary & Investment Risk Specialist (CFIRS)
Tactical Skills
Exhibit a foundational understanding of product skills and business, industry and regulatory concepts.
Develop relationships with clients; thoughtfully engage in networking with those on your team, within the RRG and across Key, to build lasting relationships.
Demonstrate the ability to perform in an organizational culture of respect and personal accountability regarding Diversity, Equity and Inclusion.
Personal Skills
Adaptability: Helps others adapt to changing environments and accepting new situations while working effectively with unstructured teams, situations, or environments; leverages prior experience as a help towards handling change and an atmosphere of ambiguity and uncertainty
Collaboration: Supports a culture of collaboration and implements methods for people to come together to make decisions, solve problems, and develop products/service; establishes shared goals to foster collaboration and ensures everyone can access the same information and provide input
Critical Thinking: The ability to evaluate past performance for future insights, assess and validate options and predict their impact, and use effective critical thinking approaches, such as consulting, commanding, or obtaining consensus
Decision Making: The ability to seek input from various sources and communicate decisions confidently and resolutely while remaining steadfast in championing decisions that later come under scrutiny
Emotional Intelligence: Describes the concepts and underlying tenets of emotional intelligence (EI) as a skill and cites examples as to the impact of EI on business results
Practical Skills
Storytelling: Describes storytelling techniques, concepts, and potential benefits
Oral & Written Communication: Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing; conducts discussions that are sincere and fully expressed
Data Analysis: Researches business-related data, analyzes, interprets, and presents findings utilizing designated data analysis software
Change Navigation: Introduces change initiatives that target continuous improvement of significant organizational capabilities and implements strategies for renewing or deepening change efforts
Analytical Thinking: Identifies any possible causes for a problem based on prior experience and current research; seeks discrepancies and inconsistencies in available information and explains variances
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
This position is NOT eligible for employment visa sponsorship for non-U.S. citizens.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
This position is eligible to earn a base salary in the range of $110,000 to $150,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$110k-150k yearly Auto-Apply 60d+ ago
Audit Manager - Asset Management
Keybank 4.4
Brooklyn, OH jobs
The Asset Management Audit Manager, while under the general direction of senior management, will oversee the completion of the team's portion of the annual audit plan, and provide support during audit projects to project lead and staff. This individual will be responsible for managing audits focused on KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services.
The Audit Manager will be responsible for the performance of their team, including the identification of major obstacles and efficiencies that can be created. As an Audit Manager you will also be responsible for coaching and developing staff members as well as contributing to the overall team initiatives. Additionally, the Audit Manager will be required to assist in the team's ongoing risk intelligence process, strategic initiatives and risk review related trainings.
Responsibilities
Demonstrate advanced understanding of audit concepts within planning, fieldwork and reporting, as well as workpaper documentation, audit findings, and audit reports.
Prioritize and execute multiple assignments; identify obstacles within the scope of assignments; proactively communicate delays in assigned deliverables or additional capacity availability; effectively delegate work when necessary; able to adapt to unforeseen challenges and reprioritization of assignments, including the ability to make difficult decisions in a timely manner while including all necessary stakeholders.
Consistently demonstrate advanced business writing skills and cohesively present information effectively to others including the delivery of audit findings and other audit matters to senior and executive management; Consistently presents and organizes more complex information and adapts message to audience.
Able to lead or provide oversight on the most complex stand alone and integrated reviews, investigations or ad hoc projects.
Advanced ability to review audit work to ensure compliance with internal standards while ensuring the work product meets the need of internal and external stakeholders.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree (preferred)
Master's Degree (preferred)
Experience Qualifications
7+ years Audit or Related Experience (preferred)
Knowledge of wealth management, trust and estate planning, investment management and advisory, and fiduciary services (preferred)
Knowledge of regulations and standards applicable to asset management including, but not limited to: Regulation 9, SEC, DOL, and ERISA requirements.
Preferred Qualification
Certified Fiduciary & Investment Risk Specialist (CFIRS)
Tactical Skills
Exhibit a foundational understanding of product skills and business, industry and regulatory concepts.
Develop relationships with clients; thoughtfully engage in networking with those on your team, within the RRG and across Key, to build lasting relationships.
Demonstrate the ability to perform in an organizational culture of respect and personal accountability regarding Diversity, Equity and Inclusion.
Personal Skills
Adaptability: Helps others adapt to changing environments and accepting new situations while working effectively with unstructured teams, situations, or environments; leverages prior experience as a help towards handling change and an atmosphere of ambiguity and uncertainty
Collaboration: Supports a culture of collaboration and implements methods for people to come together to make decisions, solve problems, and develop products/service; establishes shared goals to foster collaboration and ensures everyone can access the same information and provide input
Critical Thinking: The ability to evaluate past performance for future insights, assess and validate options and predict their impact, and use effective critical thinking approaches, such as consulting, commanding, or obtaining consensus
Decision Making: The ability to seek input from various sources and communicate decisions confidently and resolutely while remaining steadfast in championing decisions that later come under scrutiny
Emotional Intelligence: Describes the concepts and underlying tenets of emotional intelligence (EI) as a skill and cites examples as to the impact of EI on business results
Practical Skills
Storytelling: Describes storytelling techniques, concepts, and potential benefits
Oral & Written Communication: Develops a clear, complete understanding of needs and problems through careful listening, probing, reflecting, and summarizing; conducts discussions that are sincere and fully expressed
Data Analysis: Researches business-related data, analyzes, interprets, and presents findings utilizing designated data analysis software
Change Navigation: Introduces change initiatives that target continuous improvement of significant organizational capabilities and implements strategies for renewing or deepening change efforts
Analytical Thinking: Identifies any possible causes for a problem based on prior experience and current research; seeks discrepancies and inconsistencies in available information and explains variances
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
This position is NOT eligible for employment visa sponsorship for non-U.S. citizens.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
This position is eligible to earn a base salary in the range of $110,000 to $150,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$110k-150k yearly Auto-Apply 39d ago
Technology Audit Manager - Vice President
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210667036 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $137,750.00-$200,000.00 We are on the lookout for a talented Technology Audit Manager to join our join our Cybersecurity and Technology Controls Internal Audit team. This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As a Technology Audit Manager within our Cybersecurity and Technology Controls Internal Audit Team, you will execute the annual audit plan, manage audit engagements, perform audit testing and participate in control and governance forums.
Job Responsibilities
* Lead and execute large-scale audits or projects independently, including critical technology functions, cloud-based infrastructure, cybersecurity, risk management, application, and third-party management. Develop effective test plans and perform audit testing to ensure timeliness, accuracy, and quality.
* Identify and assess key risks and controls, executing and documenting work in accordance with JPMorgan & Chase's Internal Audit policy. Design and execute tests to verify control effectiveness to mitigate risk.
* Demonstrate professional skepticism while conducting audits, independently raising findings within established criteria, and keeping management and leadership informed throughout the process.
* Establish and maintain strong client relations during engagements, effectively communicating results to management via written reports and oral presentations. Prepare clear, organized documentation to support work performed.
* Lead continuous improvement by providing objective evaluations of technology processes, enhancing the organization's risk management capabilities, and developing business partnerships within Internal Audit and companywide.
* Adapt to change, embrace bold ideas, and leverage data analytics to enhance audit effectiveness.
* Stay informed about emerging cybersecurity technologies and trends, assessing their impact on the organization's risk landscape.
* Collaborate with IT, security, and business units to ensure a comprehensive approach to cybersecurity risk management.
* Lead and mentor audit teams, fostering a culture of continuous learning and improvement.
Required qualifications, skills and capabilities
* 7+ years of internal or external auditing experience
* Bachelor's degree in Technology, Accounting, Finance, or a related discipline.
* Great understanding of audit methodologies, internal control concepts, and the ability to evaluate and determine the adequacy of control design and operating effectiveness.
* Experience in managing and evaluating security controls, with proficiency in the Information Systems Auditing Process and key areas such as Security and Risk Management, Asset Security, Security Architecture and Engineering, Communication and Network Security, Security Operations, and Cyber Resiliency.
* Advanced data analytical skills, adept at interpreting complex data sets and deriving meaningful insights.
* Good strategic thinking skills, with the ability to align audit activities with the organization's strategic objectives and cybersecurity goals.
* Knowledge of IT and Cloud management and control frameworks.
* Experience in a highly formal audit environment, including preparation of formal test of design and test of effectiveness work-papers.
* Certification in one or more of the following audit or security focus areas: CISA, CISSP, SANS, or expertise in cloud platforms such as AWS, Azure, or Google Cloud.
* Excellent verbal and written communication skills, with the ability to effectively communicate complex security concepts to stakeholders at all levels.
Preferred qualifications, skills and capabilities
* Related professional certification such as CIA, CPA, or CRISC is advantageous.
* Familiarity with coding, data analytics, cybersecurity controls, cloud design and controls, and/or distributed technologies is a plus.
* Experience navigating matrixed organizations and interfacing with regulatory agencies is beneficial.
* Experience leading and providing feedback to staff on audit projects or engagements is desirable.
* Experience with Issue Validation and Remediation is preferred.
* In-depth knowledge of financial regulations and compliance requirements related to cybersecurity, such as GDPR, PCI-DSS, SOX, and FFIEC guidelines, is a plus.
$137.8k-200k yearly Auto-Apply 45d ago
Senior Portfolio Manager - Financial Institutions Group
Fifth Third Bank 4.6
Cleveland, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The PortfolioManager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Accountable for managing a portfolio of accounts.
* Review and recommend credit decisions.
* Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral.
* Generate commitment letters.
* Responsible for providing business partners credit lending policy interpretation.
* Perform final risk rating analysis.
* Capture and document credit decisions, conditions, and modifications.
* Collaborates with the Credit Analyst to perform Portfoliomanagement duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals.
* Communicate directly with clients regarding credit events and actions as needed.
* Works independently to pitch the most complex deal structures.
* A focus on continuous learning to keep up with ever-changing market dynamics.
* Subject-matter-expert, mentor to more junior PMs and Credit Analysts.
* Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics.
* Ideal candidate will have experience in Insurance and/or Non-Bank Finance companies
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
* At least 8 years credit analysis and/or loan review experience in Commercial Banking, that ideally includes Insurance.
* Financial Institutions, primarily Insurance, experience preferred.
* Highly proficient analytical skills, critical thinking and communication skills.
* Professional presence (client-facing).
* Experience managing an advanced commercial client portfolio with a great deal of complexity.
* Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
* Expertise in financial and risk analysis, including financial modeling.
* Demonstrated expertise in using effective problem solving.
* Proficient with technology and ability to learn new applications.
* Normal office environment with little exposure to dust, noise, temperature and the like.
* Extended viewing of a CRT screen.
* Some travel required.
Senior PortfolioManager - Financial Institutions Group
Total Base Pay Range 94,500.00 - 203,200.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Dallas, Texas 75240
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$96k-122k yearly est. Auto-Apply 8d ago
Senior Portfolio Manager - Financial Institutions Group
Fifth Third Bank, N.A 4.6
Cleveland, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The PortfolioManager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Accountable for managing a portfolio of accounts.
+ Review and recommend credit decisions.
+ Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral.
+ Generate commitment letters.
+ Responsible for providing business partners credit lending policy interpretation.
+ Perform final risk rating analysis.
+ Capture and document credit decisions, conditions, and modifications.
+ Collaborates with the Credit Analyst to perform Portfoliomanagement duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals.
+ Communicate directly with clients regarding credit events and actions as needed.
+ Works independently to pitch the most complex deal structures.
+ A focus on continuous learning to keep up with ever-changing market dynamics.
+ Subject-matter-expert, mentor to more junior PMs and Credit Analysts.
+ Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics.
+ Ideal candidate will have experience in Insurance and/or Non-Bank Finance companies
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
+ At least 8 years credit analysis and/or loan review experience in Commercial Banking, that ideally includes Insurance.
+ Financial Institutions, primarily Insurance, experience preferred.
+ Highly proficient analytical skills, critical thinking and communication skills.
+ Professional presence (client-facing).
+ Experience managing an advanced commercial client portfolio with a great deal of complexity.
+ Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
+ Expertise in financial and risk analysis, including financial modeling.
+ Demonstrated expertise in using effective problem solving.
+ Proficient with technology and ability to learn new applications.
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of a CRT screen.
+ Some travel required.
Senior PortfolioManager - Financial Institutions Group
Total Base Pay Range 94,500.00 - 203,200.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Dallas, Texas 75240
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$96k-122k yearly est. 37d ago
Senior Portfolio Manager - Financial Institutions Group
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The PortfolioManager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Accountable for managing a portfolio of accounts.
* Review and recommend credit decisions.
* Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral.
* Generate commitment letters.
* Responsible for providing business partners credit lending policy interpretation.
* Perform final risk rating analysis.
* Capture and document credit decisions, conditions, and modifications.
* Collaborates with the Credit Analyst to perform Portfoliomanagement duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals.
* Communicate directly with clients regarding credit events and actions as needed.
* Works independently to pitch the most complex deal structures.
* A focus on continuous learning to keep up with ever-changing market dynamics.
* Subject-matter-expert, mentor to more junior PMs and Credit Analysts.
* Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics.
* Ideal candidate will have experience in Insurance and/or Non-Bank Finance companies
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
* At least 8 years credit analysis and/or loan review experience in Commercial Banking, that ideally includes Insurance.
* Financial Institutions, primarily Insurance, experience preferred.
* Highly proficient analytical skills, critical thinking and communication skills.
* Professional presence (client-facing).
* Experience managing an advanced commercial client portfolio with a great deal of complexity.
* Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
* Expertise in financial and risk analysis, including financial modeling.
* Demonstrated expertise in using effective problem solving.
* Proficient with technology and ability to learn new applications.
* Normal office environment with little exposure to dust, noise, temperature and the like.
* Extended viewing of a CRT screen.
* Some travel required.
Senior PortfolioManager - Financial Institutions Group
Total Base Pay Range 94,500.00 - 203,200.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Dallas, Texas 75240
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$94k-120k yearly est. Auto-Apply 8d ago
Senior Portfolio Manager - Financial Institutions Group
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The PortfolioManager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Accountable for managing a portfolio of accounts.
+ Review and recommend credit decisions.
+ Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral.
+ Generate commitment letters.
+ Responsible for providing business partners credit lending policy interpretation.
+ Perform final risk rating analysis.
+ Capture and document credit decisions, conditions, and modifications.
+ Collaborates with the Credit Analyst to perform Portfoliomanagement duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals.
+ Communicate directly with clients regarding credit events and actions as needed.
+ Works independently to pitch the most complex deal structures.
+ A focus on continuous learning to keep up with ever-changing market dynamics.
+ Subject-matter-expert, mentor to more junior PMs and Credit Analysts.
+ Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics.
+ Ideal candidate will have experience in Insurance and/or Non-Bank Finance companies
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
+ At least 8 years credit analysis and/or loan review experience in Commercial Banking, that ideally includes Insurance.
+ Financial Institutions, primarily Insurance, experience preferred.
+ Highly proficient analytical skills, critical thinking and communication skills.
+ Professional presence (client-facing).
+ Experience managing an advanced commercial client portfolio with a great deal of complexity.
+ Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
+ Expertise in financial and risk analysis, including financial modeling.
+ Demonstrated expertise in using effective problem solving.
+ Proficient with technology and ability to learn new applications.
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of a CRT screen.
+ Some travel required.
Senior PortfolioManager - Financial Institutions Group
Total Base Pay Range 94,500.00 - 203,200.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Dallas, Texas 75240
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$94k-120k yearly est. 37d ago
Asset Manager - Debt
Keybank 4.4
Cleveland, OH jobs
JOB TITLE:
Community Development Asset Manager - Debt
ABOUT THE BUSINESS:
Key Community Development Lending and Investments (CDLI) provides much needed investment dollars for affordable housing and community development projects in urban and rural communities across all 50 states via direct and indirect debt and equity investments. Affordable housing owner-operators and developers looking to build, acquire and preserve affordable housing come to us because we know how to move complicated deals over the finish line. Our clients leverage Key's broad, fully integrated platform. In addition, we can help assemble innovative and complex financing in conjunction with multiple for-profit, nonprofit and government entities. Helping communities thrive is more than our business, it's our mission.
ABOUT THE JOB:
Community Development Lending and Investments (CDLI) is seeking a self-starting associate to play a critical role in achieving KeyBank's goal of supporting affordable housing and community development throughout the country. This role will be responsible for the asset management of a defined portfolio of debt instruments. The Asset Managermanages risks inherent to lending by analyzing loan performance, property performance, financial results, sponsor information, market conditions, and more. This position would have primary responsibility for managing construction loans, bridge loans, interim loans, perm loans, subscriptions lines and equity bridge financing primarily tied to Low Income Housing Tax Credit (LIHTC) or other affordable housing projects. The Asset Manager works closely with Analysts, Underwriters, Relationship Managers, Closers, Service Officers and other internal parties as well as our clients to ensure all debt instruments are appropriately risk rated, covenants are met, and risks are understood, documented, and mitigated.
WHAT YOU'LL GET FROM THIS OPPORTUNITY:
A competitive base salary + discretionary bonus
Generous benefits - 401(k) matching (dollar-for-dollar up to 7%), PTO, comprehensive healthcare packages, fitness and tuition reimbursement and so much more.
Paid on the job training
Be part of a specialized team that values our client relationships by developing a deep understanding of their needs with a focus on the full long-term solution.
ESSENTIAL JOB FUNCTIONS:
Proactively manages the portfolio to both maximize profitability and ensure strong asset quality through consistent and timely identification and resolution of issues as well as accurate assessment and assignment of loan risk ratings. Assists in resolving out-of-balance and/or other default situations which may occur in the portfolio.
Serves as a trusted advisor to clients and prospects. Establishes strong credibility with internal and external stakeholders (clients, colleagues, credit, and servicing) based on sound judgement and accurate and timely information sharing. Shares constructive and regular feedback with teammates and stakeholders.
Delivers timely and accurate completion of write-ups, loan analysis, and identification of transaction performance, strengths, and weaknesses.
Coordinates and completes annual reviews, loan renewals, quarterly portfolio reviews, and asset quality reports on a timely basis. Monitors assigned portfolio for adherence to approved loan requirements and manage past dues, requirement ticklers, portfolio follow-up, credit files, etc. Works with Portfolio Services department to facilitate completion of annual reviews and property inspections, monitoring of covenant compliance and other items to secure the Banks position and avoid potential losses.
Contribute knowledge or advise on deal underwriting with the ability to understand the important balance of business development and asset quality requirements.
Compliance with internal risk rating standards to ensure effective internal reviews resulting in acceptable outcomes.
Lead team initiatives to improve data integrity, portfolio monitoring, and risk management processes.
Develop and train asset management analysts.
SUCCESSFUL CANDIDATE WILL HAVE:
Strong understanding of financial reports/documents including operating statements, balance sheets, and budgets as well as legal documents such as loan documents and partnership agreements.
Ability to work under pressure, manage concurrent responsibilities, and change focus based on shifting priorities.
Excellent analytical, interpersonal, and communication skills.
Ability to work independently and in collaboration with others towards shared goals.
Outstanding credit skills, analytical skills, and financial acumen
excellent problem-solving skills
Ability to learn quickly and apply skills and concepts across various situations
Uses his/her time effectively and efficiently; can attend to a broad range of activities and keep projects/tasks moving forward within a reasonable and quick timeframe, if necessary.
PREFERRED QUALIFICATIONS:
Strong background and experience in affordable housing, real estate debt asset management, or community development
Experience with tax credit financing and the Low-Income Housing Tax Credit
Experience managing various debt instruments including construction loans, bridge loans, interim loans, permanent loans, subscriptions lines and equity bridge financing.
REQUIRED QUALIFICATIONS:
Bachelor's degree in business, accounting, finance or a related field and 2-5 years of direct experience.
Strong understanding of and aptitude with technology, data management, and risk management.
Demonstrated ability to communicate effectively in both written and verbal communication
Commitment to serving low- and moderate-income clients and neighborhoods.
This position could be located in Overland Park, KS, Cleveland, OH or Chicago, IL.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$79k-146k yearly Auto-Apply 10d ago
Risk Management - Debit and ATM Product Risk Manager - Vice President
Jpmorgan Chase 4.8
Columbus, OH jobs
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Debit and ATM Product Risk Manager within Risk Management and Compliance, you will challenge product teams by applying a risk-focused perspective and escalating key topics to senior leadership. You will collaborate with cross-functional partners to assess and mitigate risks in deposit products and related services. Your role empowers you to influence product development while maintaining independence and objectivity. We value your ability to explain complex concepts clearly and foster a culture of risk awareness. Join us to make a meaningful impact on our products, customers, and communities.
**Job Responsibilities**
+ Develop a deep understanding of deposit product features, functionality, and related services
+ Deliver risk assessments and credible challenge in partnership with cross-functional teams
+ Meet regularly with product development partners to advise and maintain independence
+ Identify strategic, liquidity, operational, and reputational risks in emerging products and services
+ Evaluate new concepts or modifications to ensure risks are identified and controlled
+ Apply bank policy and external regulations, escalating issues to Compliance and Legal partners
+ Represent the interests of internal stakeholders in risk management
+ Stay informed on marketplace changes, including technology, products, and threats
+ Deconstruct and explain complex concepts to senior and executive management
**Required qualifications, capabilities, and skills**
+ Bachelor's degree
+ At least 5 years of experience in financial services, consulting, technology, or related field
+ Experience with digital or mobile banking, payments, or emerging technologies
+ Familiarity with agile development methodology
+ Strong critical thinking skills
+ Ability to defend positions using quantitative analysis with analytical teams
+ Effective collaboration with business and technical individuals
+ Excellent written and verbal communication skills
+ Strong emotional intelligence and influencing skills
+ Ability to work independently while managing multiple priorities
**Preferred qualifications, capabilities, and skills**
+ Familiarity with process engineering and root cause analysis
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$102k-129k yearly est. 21d ago
Manager - Risk Management
American Express 4.8
Columbus, OH jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.
The incumbent will play a key role in representing Risk Management in U.S. Consumer new product development initiatives, in close partnership with functional teams across Credit and Fraud Risk (CFR). The incumbent will collaborate across all Credit and Fraud Risk (CFR) functions to create comprehensive and robust credit strategies for banking products. The incumbent will also work in collaboration with non-CFR teams, including Product Management, Corporate Development, Marketing, Finance, Compliance, GCO, Servicing, and Technologies in order to evaluate the impacts of new initiatives on business economics. This position requires strong analytical and communication skills, with an ability to interact with and influence colleagues and senior leaders in CFR and across the enterprise.
**Responsibilities:**
+ Represent CFR in the U.S. Consumer New Product Development process; provide input and consulting to deal teams through the development lifecycle - evaluation, proposal, and launch
+ Review deal pipelines, perform risk due diligence on prospective partners and portfolios, and provide risk inputs into deal contracts
+ Perform benchmarking analyses using internal and external data to predict product performance metrics and behaviors - e.g., approval rate, spend, revolve, write-off
+ Develop end-to-end risk management strategies for new products, implement strategies, policies, and controls, and monitor and assess post-launch performance
+ Define risk management strategies for banking products; implement policies, processes, and controls; monitor and actively manageportfolio credit metrics.
**Minimum Qualifications:**
+ Learning agility and rigor for using analysis to solve complex business problems
+ Deep understanding of card economics
+ Comfort and proven ability to drive results under tight timelines, often with limited information
+ Effective and succinct communication, adjusting style for channel and audience
+ Ability to build strong relationships in a cross-functional environment, interacting with and influencing business partners across CFR, Product Management, Corporate Development, Marketing, Compliance, GCO, and Technologies
+ Strong project management skills with ability to manage multiple competing priorities
+ Experience working with large datasets; knowledge of Lumi, Python, SQL, and/or other similar programming languages required
**Preferred Qualifications:**
+ Expertise in credit risk management, consumer credit, and card/installment lending economics
+ Externally focused and aware of the latest technology and market trends in payment, credit trends, and credit behavior
+ Familiar and pays attention to external/industry development in the payments industry
+ Adaptability in a quickly changing environment
+ Advance degree in an analytical field is a plus
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Risk
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25019902
$89.3k-150.3k yearly 60d+ ago
Risk Management - Debit and ATM Product Risk Manager - Vice President
Jpmorgan Chase & Co 4.8
Ohio jobs
JobID: 210696257 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Debit and ATM Product Risk Manager within Risk Management and Compliance, you will challenge product teams by applying a risk-focused perspective and escalating key topics to senior leadership. You will collaborate with cross-functional partners to assess and mitigate risks in deposit products and related services. Your role empowers you to influence product development while maintaining independence and objectivity. We value your ability to explain complex concepts clearly and foster a culture of risk awareness. Join us to make a meaningful impact on our products, customers, and communities.
Job Responsibilities
* Develop a deep understanding of deposit product features, functionality, and related services
* Deliver risk assessments and credible challenge in partnership with cross-functional teams
* Meet regularly with product development partners to advise and maintain independence
* Identify strategic, liquidity, operational, and reputational risks in emerging products and services
* Evaluate new concepts or modifications to ensure risks are identified and controlled
* Apply bank policy and external regulations, escalating issues to Compliance and Legal partners
* Represent the interests of internal stakeholders in risk management
* Stay informed on marketplace changes, including technology, products, and threats
* Deconstruct and explain complex concepts to senior and executive management
Required qualifications, capabilities, and skills
* Bachelor's degree
* At least 5 years of experience in financial services, consulting, technology, or related field
* Experience with digital or mobile banking, payments, or emerging technologies
* Familiarity with agile development methodology
* Strong critical thinking skills
* Ability to defend positions using quantitative analysis with analytical teams
* Effective collaboration with business and technical individuals
* Excellent written and verbal communication skills
* Strong emotional intelligence and influencing skills
* Ability to work independently while managing multiple priorities
Preferred qualifications, capabilities, and skills
* Familiarity with process engineering and root cause analysis
$102k-130k yearly est. Auto-Apply 23d ago
Risk Management - Debit and ATM Product Risk Manager - Vice President
Jpmorganchase 4.8
Ohio jobs
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Debit and ATM Product Risk Manager within Risk Management and Compliance, you will challenge product teams by applying a risk-focused perspective and escalating key topics to senior leadership. You will collaborate with cross-functional partners to assess and mitigate risks in deposit products and related services. Your role empowers you to influence product development while maintaining independence and objectivity. We value your ability to explain complex concepts clearly and foster a culture of risk awareness. Join us to make a meaningful impact on our products, customers, and communities.
Job Responsibilities
Develop a deep understanding of deposit product features, functionality, and related services
Deliver risk assessments and credible challenge in partnership with cross-functional teams
Meet regularly with product development partners to advise and maintain independence
Identify strategic, liquidity, operational, and reputational risks in emerging products and services
Evaluate new concepts or modifications to ensure risks are identified and controlled
Apply bank policy and external regulations, escalating issues to Compliance and Legal partners
Represent the interests of internal stakeholders in risk management
Stay informed on marketplace changes, including technology, products, and threats
Deconstruct and explain complex concepts to senior and executive management
Required qualifications, capabilities, and skills
Bachelor's degree
At least 5 years of experience in financial services, consulting, technology, or related field
Experience with digital or mobile banking, payments, or emerging technologies
Familiarity with agile development methodology
Strong critical thinking skills
Ability to defend positions using quantitative analysis with analytical teams
Effective collaboration with business and technical individuals
Excellent written and verbal communication skills
Strong emotional intelligence and influencing skills
Ability to work independently while managing multiple priorities
Preferred qualifications, capabilities, and skills
Familiarity with process engineering and root cause analysis
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).