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Portfolio Manager jobs at City National Bank

- 26 jobs
  • Portfolio Manager

    City National Bank 4.9company rating

    Portfolio manager job at City National Bank

    WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership role and as technical resource for advisors. * Ensure that advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. * Prepare client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. * Facilitate and conduct individual meetings and presentations. * Operate and represent RBC Rochdale with the highest level of integrity and work ethic. * Account and Portfolio Management * Manage an assigned group of investment portfolios. * Work closely with clients and advisors, advising them on strategies to achieve investment goals. * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * Trade implementation and strategic rebalancing for new and existing client accounts. * Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. * Manage cash flow, reinvestment and liquidity requirements. * Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. * Attend client meetings. * Business Development * Work with advisors to acquire new business, work on bringing in additional assets from existing clients. * Investment Strategy/Trading and Research * Demonstrate expert knowledge of both internal and external investment solutions. * Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues. * Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets) * Risk Management and Compliance * Follow appropriate Regulation 9 process. * Accurately complete various compliance related reporting in a timely manner. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Master's Degree * A minimum of 10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,548 - $208,711 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $122.5k-208.7k yearly 25d ago
  • Portfolio Manager

    City National Bank 4.9company rating

    Portfolio manager job at City National Bank

    WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership role and as technical resource for advisors. * Ensure that advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. * Prepare client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. * Facilitate and conduct individual meetings and presentations. * Operate and represent RBC Rochdale with the highest level of integrity and work ethic. * Account and Portfolio Management * Manage an assigned group of investment portfolios. * Work closely with clients and advisors, advising them on strategies to achieve investment goals. * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * Trade implementation and strategic rebalancing for new and existing client accounts. * Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. * Manage cash flow, reinvestment and liquidity requirements. * Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. * Attend client meetings. * Business Development * Work with advisors to acquire new business, work on bringing in additional assets from existing clients. * Investment Strategy/Trading and Research * Demonstrate expert knowledge of both internal and external investment solutions. * Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues. * Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets) * Risk Management and Compliance * Follow appropriate Regulation 9 process. * Accurately complete various compliance related reporting in a timely manner. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * CFA - Charter Financial Analyst * Master's Degree * A minimum of 10 years of investment management experience * FINRA Series 7 and 66 licenses (or ability to obtain) *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,548 - $208,711 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $122.5k-208.7k yearly 60d+ ago
  • Portfolio Manager II, Franchise Finance

    Wintrust 4.9company rating

    Rosemont, CA jobs

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Will consider remote position for qualified candidates Why join us? · An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years) · Competitive pay and annual discretionary bonus eligible · Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few · Family-friendly work hours · With 175+ community bank locations, we offer opportunities to grow and develop in your career · Promote from within culture The Portfolio Manager supports the Franchise Finance Group by gathering, analyzing, and presenting business and personal financial data collected for the purpose of issuing, amending, extending, renewing, monitoring and testing commercial credit facilities in the franchise finance space. In collaboration with internal and external deal team members the Employee will participate in all aspects of the Borrower relationship, including initial screening, underwriting and on-going portfolio management. The Employee is expected to liaise between all parties to ensure timely and efficient tracking and analysis that meets the expectations of the Borrowers, Lenders and Administration Teams. What You'll Do Underwrite credit requests Prepare, review and present credit summaries for approval; Collect, spread, analyze, and maintain financial statements; Support loan documentation, due diligence, and closing efforts; Participate in opportunity assessment and prospecting process; Prepare borrower, brand and portfolio reviews; Test and monitor financial covenants consistent with loan requirements; Maintain timely and accurate risk ratings; Train in negotiating loan documentation Train in negotiating syndicated loans and communicating with loan syndicate Comply with all bank policies and procedures as well as applicable state and federal regulations and complete all required compliance training in a timely manner Performs other duties as required Qualifications Bachelor's degree in finance, accounting, or related area of study 3 + years of Franchise Finance Experience Required Knowledge, Skills and Abilities Strong understanding of risk management and credit mitigants Knowledge risk ratings analysis, corporate finance and/or research Strong analytical and financial modeling ability Critical thinking skills Strong client service skills Strong organizational skills Strong verbal and written communication skill Strong relationship building skills Proficiency using Microsoft Office software products including advanced Excel modeling skills Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $85,000 - $110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $85k-110k yearly Auto-Apply 12d ago
  • Portfolio Manager III - Emerging Middle Market

    City National Bank 4.9company rating

    Portfolio manager job at City National Bank

    *PORTFOLIO MANAGER - Emerging Middle Market* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the *Emerging Middle Market Credit Management Team* focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: * *Serve business clients, typically sole proprietors and closely held business entities, with annual revenues up to $100 million across a wide range of industries and geographies.* * Provide credit and banking solutions that consist of moderate levels of complexity in loan structuring and performance monitoring. * Operate within a relationship-focused model with emphasis on risk management, cross-functional collaboration, and long-term client partnerships. * Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) * Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. * Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. * Responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO? * Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. * Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. * Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent in Finance, Business, or related field * Minimum 6 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Advanced experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Advanced analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise **Emerging Middle Market Credit * *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $111.4k-189.7k yearly 51d ago
  • SSG Portfolio Manager Sr

    City National Bank 4.9company rating

    Portfolio manager job at City National Bank

    WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team within CNB's workout group known as Special Situations or SSG. Such portfolio consists primarily of criticized and classified C&I, Investor Commercial Real Estate, and Consumer loans. This individual will prepare periodic credit assessments, make credit recommendations, and engage in ongoing maintenance of the portfolio. This individual will work with Relationship Managers and SSG management to develop strategy and action plans, with the goal of maximizing CNB's recovery. WHAT WILL YOU DO? * Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. * Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, coordinating with Operations Specialists, and responding to developing situations. * Credit Analysis: Analyzes credit data and assesses risk ratings, loss given default, accrual status, and collateral valuation. Prepare underwriting memorandums and approval documents for presentation to SSG Management. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data to support risk assessments including developing and presenting individual credit recommendations. * Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint client interaction with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree in Finance, Business or related field * Minimum 7 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Extensive experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Extensive analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $0 - $0 per hour. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-BD1 \#CA-BD1
    $119k-178k yearly est. 60d+ ago
  • SSG Portfolio Manager Sr

    City National Bank 4.9company rating

    Portfolio manager job at City National Bank

    WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team within CNB's workout group known as Special Situations or SSG. Such portfolio consists primarily of criticized and classified C&I, Investor Commercial Real Estate, and Consumer loans. This individual will prepare periodic credit assessments, make credit recommendations, and engage in ongoing maintenance of the portfolio. This individual will work with Relationship Managers and SSG management to develop strategy and action plans, with the goal of maximizing CNB's recovery. WHAT WILL YOU DO? * Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. * Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, coordinating with Operations Specialists, and responding to developing situations. * Credit Analysis: Analyzes credit data and assesses risk ratings, loss given default, accrual status, and collateral valuation. Prepare underwriting memorandums and approval documents for presentation to SSG Management. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data to support risk assessments including developing and presenting individual credit recommendations. * Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint client interaction with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree in Finance, Business or related field * Minimum 7 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Extensive experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Extensive analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $0 - $0 per hour. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-BD1 \#CA-BD1
    $82k-127k yearly est. 53d ago
  • Senior Investment Analyst, Private Markets

    Us Bank 4.6company rating

    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 U.S. Bank ("USB") is looking for an Investment Analyst to join the private markets investment team. The Private Markets team is responsible for sourcing, conducting diligence, monitoring and merchandizing of private market investment opportunities (e.g. private equity, venture capital, private debt and private real assets) for the various client segments that include institutions, and ultra-high-net-worth and high-net-worth individuals and families. The team is also in the process of building and launching co-mingled private equity funds. This is an opportunity to join an active and rapidly growing private markets program within one of the most respected financial institutions in the industry. The individual will report to the Head of Private Markets and participate in the design and execution of an industry leading private markets program that invests across primary, secondary and direct opportunities. The individual will also be an integral part of the team and will play an important role in sourcing, evaluating, recommending, monitoring, and presenting investment ideas. Key Responsibilities: * Collaborate with private markets team members to source and evaluate investment opportunities * Support or co-lead due diligence efforts on private market investments. Responsible for analyzing targets under review for investment, as well as constructing the accompanying financial models and presentations in support of investment decisions * Prepare investment thesis, due diligence reports and investment memos and present to deal team and investment committees * Develop/maintain relationships with internal portfolio managers, intermediaries and private market general partners * Work with legal, product and operations teams within USB when negotiating on prospective and ongoing investments. Communicate with Portfolio Managers to gather and/or clarify client-specific data for reporting * Prepare presentation materials for clients across various business segments * Monitor existing investments. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner * Provide research and analytical support to the private markets team and for ad-hoc requests * Track private market industry to provide guidance and narrative on what is occurring in those markets and how it relates to USB's investment views * Participate in client and prospect meetings and provide marketing support to internal portfolio managers * Assist in mentoring and developing interns and other analysts * Actively work with financial databases such as FactSet, Pitchbook, Private-I, and Preqin Basic Qualifications: * Bachelor's degree in business, finance and/or similar technical field; pre-MBA * Two to Five years of private market investment and research experience Preferred Skills/Experience: * Two to Five years of investment experience - private equity, investment banking, investment management, or consulting experience preferred * Strong understanding of investment management technical and fundamental analysis * Proficient in quantitative analysis and financial modeling * Good understanding of the economy and market conditions and the impact on differing investment styles and strategies * Ability to work independently as well as contribute to a team. Draft investment recommendations and present to the Investment Committee, as directed and when appropriate * Strong analytical skills * Strong Excel skills * Strong verbal and written communication skills. Draft client communications, letters and presentations with high levels of professional institutional quality 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: $117,725.00 - $138,500.00 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.
    $117.7k-138.5k yearly 52d ago
  • Senior Portfolio Manager - Financial Institutions Group

    Fifth Third Bank 4.6company rating

    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 Portfolio Manager 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 Portfolio management 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 Portfolio Manager - 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 2d ago
  • Senior Portfolio Manager - Financial Institutions Group

    Fifth Third Bank 4.6company rating

    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 Portfolio Manager 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 Portfolio management 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 Portfolio Manager - 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 2d ago
  • Senior Portfolio Manager - Financial Institutions Group

    Fifth Third Bank, N.A 4.6company rating

    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 Portfolio Manager 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 Portfolio management 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 Portfolio Manager - 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. 17d ago
  • Fair Banking Quantitative Risk Manager

    M&T Bank 4.7company rating

    Remote

    The Fair Banking Qualitative Risk Manager is responsible for managing and overseeing a team of analytics professionals who perform modeling and qualitative assessments to identify, measure, and mitigate Fair Lending risk across the lending lifecycle. This role ensures compliance with regulatory expectations and internal risk management standards by providing credible challenge, analytical oversight, and governance of statistical methodologies used to evaluate underwriting, pricing, redlining and other aspects of Fair Banking performance. The manager collaborates with Compliance, Risk, and business partners to ensure results are accurately interpreted, communicated, and incorporated into fair and responsible banking practices. Primary Responsibilities: Manage and mentor a team of Fair Lending analysts performing regression modeling, matched-pair analysis, redlining analytics, and comparative file reviews. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Establish priorities, assign projects, and monitor progress to ensure timely, high-quality deliverables aligned with department goals. Foster a culture of analytical integrity, professional development and cross-team collaboration between analytics, and business partners. Oversee model development and maintenance processes to ensure adherence to regulatory and model-risk expectations. Review and approve analytical frameworks, variable selection methodologies, segmentation strategies, and model documentation, to ensure transparency and reproducibility. Provide credible challenge to assumptions, controls, and outcomes produced by analysts; ensure the findings are fully supported, statistically valid and risk contextualized. Coordinate with Model Risk Management and Internal Audit during validation, periodic reviews, and model inventory updates. Oversee development of written analyses, memo, dashboards, and reporting materials for Senior Management, Internal Audit, and regulators. Act as a liaison for all Quantitative Risk Management projects for Senior Management related to a diverse portfolio of bank wide divisional areas, external consultants, vendors, and peer banks on facets of quantitative risk management. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Education and Experience Required: Bachelors' degree, OR in lieu of a degree, A combined minimum of 14 years' higher education and/or work experience, including a minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience) -OR- Master's degree in mathematics, Statistics, Quantitative Analysis or another technical discipline and a minimum of 8 years' related experience (inclusive of 4 years supervisory/management experience), OR in lieu of a degree, A combined minimum of 14 years' higher education and/or work experience, including a minimum of 8 years' related experience and/or (inclusive of 4 years supervisory/management experience). Minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience) Banking or Financial Services experience. Experience with SAS, SAS Enterprise Miner and other Statistical Software Packages. Advanced Knowledge of SQL and Microsoft Office. Ability to utilize analytics in a collaborative manner across business functions and product lines to derive optimum solutions. Demonstrated ability to communicate complex concepts. Demonstrated ability to manipulate and analyze data across large databases. Education and Experience Preferred: Credit Analysis experience. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $148,300.00 - $247,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
    $148.3k-247.1k yearly Auto-Apply 46d ago
  • Sr. Audit Manager- BSA/AML

    City National Bank 4.9company rating

    Portfolio manager job at City National Bank

    WHAT IS THE OPPORTUNITY? The Senior Audit Manager will lead a team of auditors to assess the design and operating effectiveness of internal controls, adherence to regulatory requirements and Bank policies, and the effectiveness of operations of the BSA/AML function. The Senior Manager will be responsible for all aspects of the audit, including the planning, execution, and reporting phases. The Senior Manager will also be involved in internal and external issue validation as well as audit continuous monitoring activities; along with Data Analytics to support continuous monitoring, leveraging the use of information analytics, business intelligence, data mining, and other technologies and tools. WHAT WILL YOU DO? * Providing independent and objective evaluation of the adequacy and effectiveness of Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) practices for City National Bank (CNB) * Championing a thorough understanding of the AML and BSA requirements, including but not limited to the Bank Secrecy Act and OFAC regulations, guidance, and regulatory expectations * Support the Director of Audit AML BSA by helping to lead and execute CNB BSA/AML and OFAC audits, including through the audit planning, execution, reporting, and issue remediation phases. * Assists with the development of audit budget estimates for respective area of focus * Assists with the development of the annual risk assessment and audit plan * Leads and performs continuous monitoring activities periodically for the area assigned * Maintains ongoing relationships with management of auditable units * Keeps informed of new services, products and events that have a significant business and technology impact * Keeps abreast of changes in the business, regulatory, and control environments in which City National Bank operates, especially for audit areas assigned * Tracks and manages audit resources to meet the audit budget and audit plan mandates * Supports a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the team for continuous learning and improvement by fostering an inclusive work environment, communicating vison/ strategy, coaching, and supporting development goals. * Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with an public accounting firm. * Minimum 3 years' experience managing direct reports and demonstrated ability to develop people *Additional Qualifications* * CPA or CIA preferred. Other certifications (e.g., CRMA, CFA, CFE, CAMS, Chartered Accountant) are favorable * A thorough understanding of regulatory and compliance policies and procedures. * Possess expert understanding of internal audit methodology and principles. * Ability to be resourceful, a self -starter, possessing a high degree of flexibility, creative thinking and confidence to carry out innovative solutions. * Well-developed judgment, management, decision-making and problem-solving skills are required in order to effectively deal with a rapidly changing, complex business environment. * Good time management skills in order to manage multi-functional accountabilities through prioritization, delegation, motivation, conflict resolution and the promotion of ideas. * Excellent written communication s skills are essential. In addition, should be skilled at verbal presentation, of a caliber suitable for direct exposure to executive management. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-KTB \#CA-KTB
    $99k-176k yearly 20d ago
  • Sr. Audit Manager- Treasury/Finance

    City National Bank 4.9company rating

    Portfolio manager job at City National Bank

    WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do * Assists with the development of audit budget estimates for respective area of focus. * Assists with the development of the annual risk assessment and audit plan * Leads and performs continuous monitoring activities periodically for the area assigned * Maintains ongoing relationships with management of auditable units * Tracks and manages audit resources to meet the audit budget and audit plan mandates. * Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all required training. * Acts as a role model/mentor to lower level Auditors * Enhances and maintains morale of the audit staff * Performs on-the-job training of lower level auditors * Evaluates and provides performance feedback to lower level auditors * Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance * Participates in interviews and evaluations of new applicants. * Keeps informed of new services, products and events that have a significant business and technology affect. * Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. *Must-Have** * Bachelor's Degree or equivalent * Minimum of 7 years of audit experience * CPA - Certified Public Accountant CPA, CIA, CISA, or CFA *Skills and Knowledge* * Must possess strong managerial, organizational, and verbal and written communication skills. * 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution * Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations * Experienced in managing and mentoring staff * Excellent writing and communication skills * Strong project management skills *Compensation* Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-KTB \#CA-KTB
    $99k-176k yearly 59d ago
  • Sr. Audit Manager- Treasury/Finance

    City National Bank 4.9company rating

    Portfolio manager job at City National Bank

    WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do * Assists with the development of audit budget estimates for respective area of focus. * Assists with the development of the annual risk assessment and audit plan * Leads and performs continuous monitoring activities periodically for the area assigned * Maintains ongoing relationships with management of auditable units * Tracks and manages audit resources to meet the audit budget and audit plan mandates. * Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all required training. * Acts as a role model/mentor to lower level Auditors * Enhances and maintains morale of the audit staff * Performs on-the-job training of lower level auditors * Evaluates and provides performance feedback to lower level auditors * Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance * Participates in interviews and evaluations of new applicants. * Keeps informed of new services, products and events that have a significant business and technology affect. * Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. *Must-Have** * Bachelor's Degree or equivalent * Minimum of 7 years of audit experience * CPA - Certified Public Accountant CPA, CIA, CISA, or CFA *Skills and Knowledge* * Must possess strong managerial, organizational, and verbal and written communication skills. * 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution * Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations * Experienced in managing and mentoring staff * Excellent writing and communication skills * Strong project management skills *Compensation* Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-KTB \#CA-KTB
    $99k-176k yearly 59d ago
  • Risk Manager - Credit and Debit Cards

    U.S. Bank 4.6company rating

    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 Partners with leaders and Compliance colleagues in their assigned Line of Business Risk Managers across all regulatory disciplines, and Law Division personnel to, depending on the function, provide regulatory guidance and credible challenge for the successful creation, implementation, and maintenance of an effective risk management framework. Act as trusted advisor to Business Line (BL) first line of Defense (1LoD) and Chief Risk Office (CRO) colleagues for projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations. Facilitate the identification of gaps and drive solutions that minimize losses resulting from inadequate internal processes, systems, or human errors. Ensure the active identification, documentation and challenge or escalation of risks and their controls as appropriate. May influence policies and procedures to maximize profit potential and minimize regulatory exposure. Accountable for an effective partnership with 1LoD/CRO teams and with Risk Managers across other product and regulatory disciplines. Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically, more than eight years of applicable experience Preferred Skills/Experience - Advanced knowledge of applicable laws, regulations, financial services, and regulatory trends that impact credit and debit cards - Advanced understanding of the business line's operations, products/services, and systems - Advanced understanding of the credit/debit card risk and control framework - Thorough knowledge of Risk/Compliance/Audit competencies - Strong leadership and management skills of processes, projects and people - Strong written and verbal communication skills - Strong analytical, problem-solving and negotiation skills; comfortable presenting and defending regulatory guidance, even when it challenges the status quo - Proficient computer skills, especially Microsoft Office applications - CRCM Certified Regulatory and Compliance Manager This role requires working from a U.S. Bank location three (3) or more days per week. 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: $119,765.00 - $140,900.00 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.**
    $119.8k-140.9k yearly 12d ago
  • Regulatory Reporting Manager

    Fifth Third Bank, N.A 4.6company rating

    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. not available for immigration sponsorship. GENERAL FUNCTION: Responsible for establishing policies and implementing procedures to ensure accurate, timely and compliant completion of External Regulatory Reports. Manage staff to ensure the development of personnel with the required skill set, knowledge and experience to meet reporting standards. Provide guidance throughout the Bancorp as regulatory matters are applied to the various business activities. 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: + Manage staff to ensure the requisite knowledge is developed to ensure Regulatory Reports are completed in compliance with Regulatory Standards. + Recruit new staff from internal and external sources. + Monitor and encourage continuing education specific to the essential duties and skills required for staff. + Develop work assignments that are challenging, meet established goals and improve work processes. + Ensure ongoing communication of organizational activities so that issues are identified and addressed. + Provide clear communication on performance evaluation and career development. + Ensure that policy/procedural changes are clearly communicated to staff on a proactive and timely basis. + Develop policies and implement procedures to ensure External Regulatory Reports are prepared in compliance with reporting standards and filed in a timely manner. + Coordinate the compilation of regulatory report instructions, guidance and reference materials. + Develop reporting policies that ensure compliance with reporting instructions, identify reporting sources and outline procedures used to complete the reporting process. + Implement procedures that ensure compliance with the rules and standards issued by the regulatory agencies for accurate completion of regulatory reports. + Review completed reports for technical accuracy, completeness and historical comparability. + Consult with organization members to provide technical regulatory guidance and gain an understanding of new business activities that may impact Regulatory Reporting. + Participate in organizational projects related to new business activities and proactively engage others to gain an understanding of existing business processes. + Provide Regulatory Reporting guidance to organizational projects and to seek automation in the reporting process. + Review technical regulatory subject matter to serve as the organization's Regulatory Reporting subject-matter expert. + Monitor the regulatory agencies websites for emerging issues, regulatory and supervisory updates and new regulatory opinion letters. + Review proposed regulatory reporting changes in order to provide comments on the application of the proposals to the organization. + Responsible for developing and maintaining appropriate relationships with the Regulatory Agencies. + Ensure effective communication is maintained between the regulatory staff and the Agencies. + Ensure that Agency inquiries are promptly responded to and technical issues are communicated to the Agencies for interpretation and opinion. + Assist in Regulatory Examinations by providing historical data, work-papers and detailed explanations when applicable. 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 accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's Degree in Accounting, Finance or Economics, or equivalent work experience required. + CPA Required. + Minimum of 10 years of accounting related experience. + Banking or accounting related experience required. + Supervisory experience preferred. + Proficient in spreadsheet applications such as Excel, Microsoft Word, etc. Demonstrate ability to learn and understand mainframe systems. + Excellent communications, organization and follow up skills. + Excellent people/relationship building skills. #LI-BP1 Regulatory Reporting Manager 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.
    $97k-114k yearly est. 60d+ ago
  • Regulatory Reporting Manager

    Fifth Third Bank 4.6company rating

    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. not available for immigration sponsorship. GENERAL FUNCTION: Responsible for establishing policies and implementing procedures to ensure accurate, timely and compliant completion of External Regulatory Reports. Manage staff to ensure the development of personnel with the required skill set, knowledge and experience to meet reporting standards. Provide guidance throughout the Bancorp as regulatory matters are applied to the various business activities. 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: * Manage staff to ensure the requisite knowledge is developed to ensure Regulatory Reports are completed in compliance with Regulatory Standards. * Recruit new staff from internal and external sources. * Monitor and encourage continuing education specific to the essential duties and skills required for staff. * Develop work assignments that are challenging, meet established goals and improve work processes. * Ensure ongoing communication of organizational activities so that issues are identified and addressed. * Provide clear communication on performance evaluation and career development. * Ensure that policy/procedural changes are clearly communicated to staff on a proactive and timely basis. * Develop policies and implement procedures to ensure External Regulatory Reports are prepared in compliance with reporting standards and filed in a timely manner. * Coordinate the compilation of regulatory report instructions, guidance and reference materials. * Develop reporting policies that ensure compliance with reporting instructions, identify reporting sources and outline procedures used to complete the reporting process. * Implement procedures that ensure compliance with the rules and standards issued by the regulatory agencies for accurate completion of regulatory reports. * Review completed reports for technical accuracy, completeness and historical comparability. * Consult with organization members to provide technical regulatory guidance and gain an understanding of new business activities that may impact Regulatory Reporting. * Participate in organizational projects related to new business activities and proactively engage others to gain an understanding of existing business processes. * Provide Regulatory Reporting guidance to organizational projects and to seek automation in the reporting process. * Review technical regulatory subject matter to serve as the organization's Regulatory Reporting subject-matter expert. * Monitor the regulatory agencies websites for emerging issues, regulatory and supervisory updates and new regulatory opinion letters. * Review proposed regulatory reporting changes in order to provide comments on the application of the proposals to the organization. * Responsible for developing and maintaining appropriate relationships with the Regulatory Agencies. * Ensure effective communication is maintained between the regulatory staff and the Agencies. * Ensure that Agency inquiries are promptly responded to and technical issues are communicated to the Agencies for interpretation and opinion. * Assist in Regulatory Examinations by providing historical data, work-papers and detailed explanations when applicable. 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 accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's Degree in Accounting, Finance or Economics, or equivalent work experience required. * CPA Required. * Minimum of 10 years of accounting related experience. * Banking or accounting related experience required. * Supervisory experience preferred. * Proficient in spreadsheet applications such as Excel, Microsoft Word, etc. Demonstrate ability to learn and understand mainframe systems. * Excellent communications, organization and follow up skills. * Excellent people/relationship building skills. #LI-BP1 Regulatory Reporting Manager 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.
    $97k-114k yearly est. Auto-Apply 60d+ ago
  • Finance Manager I

    City National Bank 4.9company rating

    Portfolio manager job at City National Bank

    WHAT IS THE OPPORTUNITY? This position is responsible for performing as a strategic financial business partner with one or more Lines of Business (LOBs) and defining, building, and leading the financial strategic direction of their respective LOBs consistent with the Bank's objectives. WHAT WILL YOU DO? * Prepare the annual budget for the LOBs, ensuring goals are in line with Bank objectives. Maintain budget models and ensure assumptions are reasonable, accurate, and have integrity. Prepare budget presentations and present results to executive management. * Prepare quarterly forecasts and participate in the quarterly review process with executive management. Review quantitative and qualitative details to ensure they are accurate and rational; ensure LOB forecasts and objectives are within acceptable guidelines to compliment the Bank's performance expectations. * Prepare and review monthly management reporting, including financials and any other analytics appropriate for the LOBs. Ensure financials are accurate and distributed in a timely manner. Provide analytics and commentary to the LOB executives, highlighting material trends, variances, and other pertinent findings. * Prepare business cases for talent acquisitions, office openings/closures, product introductions/eliminations, and other ad hoc purposes, and make recommendations based on the impact to the LOB's and Bank's profitability. * Meet with assigned division executive(s) regularly to keep current with challenges, opportunities, and potential changes. Continually look for ways to increase revenue and reduce expenses by reviewing division analytics regularly. * Conducts special financial projects and participates in various task forces and committees as required by senior management. * Develop and implement ideas and strategies to improve processes and communication. * Supervise workflow and provide expertise and direction to support staff as needed. * Complies fully with all Bank policies and procedures, as well as all regulatory requirements. * Completes all required training. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 2 years of experience working for a financial institution * Minimum 3 years of experience in a financial management role *Additional Qualifications* * A CFA, CPA, or MBA is highly desirable. * Excellent managerial, organizational, analytical, and project management skills required. * Excellent interpersonal, verbal, and written communication skills. * Ability to build positive relationships both within the Finance Division and throughout the Bank; work cooperatively with members of the Executive Committee and the Strategy and Planning Committee. * Must be capable of establishing professional expertise through integrity, dedication, and strategic counsel. * Must be capable of inspiring confidence and respect in staff and motivate colleagues to achieve Finance Division and company goals. * Must be able to manage and influence a large number of indirect reports without having authority. * Excellent Microsoft Office skills (e.g., Outlook, Excel, Word, PowerPoint, Access, OneNote) required. * Requires strong knowledge of financial analysis techniques and generally accepted accounting principles and procedures, as well as experience in the use of financial/accounting related reporting systems (e.g. CONTROL, Hyperion, Cognos, etc.) and the preparation and presentation of managerial reporting. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $77k-143k yearly 41d ago
  • Finance Transformation Manager - Mastered Data Products

    Fifth Third Bank, N.A 4.6company rating

    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. not available for immigration sponsorship. GENERAL FUNCTION:The Finance Transformation Manager will play a critical role in driving the execution of finance transformation initiatives. Role will work closely with senior leadership to develop and implement transformation roadmaps, manage project teams, and ensure successful delivery of outcomes. Expertise in finance processes, change management, and project management will be essential in driving the evolution of our finance function. This position is 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 & RESPONSIBILITIES: + Lead the execution of finance transformation initiatives, ensuring alignment with strategic objectives and desired outcomes. + Collaborate with cross-functional teams to identify process improvements, develop business cases, and implement solutions. + Manage project timelines, budgets, and resources to ensure successful delivery of transformation projects. + Drive change management efforts to foster adoption of new processes and technologies within the finance function. + Conduct analysis of financial processes and systems to identify areas for optimization and efficiency gains. + Coach and mentor team members to enhance their skills and capabilities in finance transformation and change management. + Communicate progress, risks, and issues to senior leadership, providing regular updates on transformation initiatives. + Utilize frameworks such as SAFE (Scaled Agile Framework) to manage complex transformation programs effectively. 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 Finance, Business Administration, or related field; MBA or advanced degree preferred. + 7+ years of experience in finance transformation, project management, or consulting. + Strong leadership and communication skills, with the ability to influence stakeholders at all levels of the organization. + Proficiency in financial analysis, process improvement methodologies, and change management principles. + Experience leading cross-functional teams in a fast-paced environment. #LI-BP1 Finance Transformation Manager - Mastered Data Products 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.
    $81k-99k yearly est. 12d ago
  • Finance Transformation Manager - Mastered Data Products

    Fifth Third Bank 4.6company rating

    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. not available for immigration sponsorship. GENERAL FUNCTION: The Finance Transformation Manager will play a critical role in driving the execution of finance transformation initiatives. Role will work closely with senior leadership to develop and implement transformation roadmaps, manage project teams, and ensure successful delivery of outcomes. Expertise in finance processes, change management, and project management will be essential in driving the evolution of our finance function. This position is 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 & RESPONSIBILITIES: Lead the execution of finance transformation initiatives, ensuring alignment with strategic objectives and desired outcomes. Collaborate with cross-functional teams to identify process improvements, develop business cases, and implement solutions. Manage project timelines, budgets, and resources to ensure successful delivery of transformation projects. Drive change management efforts to foster adoption of new processes and technologies within the finance function. Conduct analysis of financial processes and systems to identify areas for optimization and efficiency gains. Coach and mentor team members to enhance their skills and capabilities in finance transformation and change management. Communicate progress, risks, and issues to senior leadership, providing regular updates on transformation initiatives. Utilize frameworks such as SAFE (Scaled Agile Framework) to manage complex transformation programs effectively. 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 Finance, Business Administration, or related field; MBA or advanced degree preferred. 7+ years of experience in finance transformation, project management, or consulting. Strong leadership and communication skills, with the ability to influence stakeholders at all levels of the organization. Proficiency in financial analysis, process improvement methodologies, and change management principles. Experience leading cross-functional teams in a fast-paced environment. #LI-BP1 Finance Transformation Manager - Mastered Data Products 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.
    $81k-99k yearly est. Auto-Apply 13d ago

Learn more about City National Bank jobs