Portfolio Manager jobs at M&T Bank

- 109 jobs

Senior Portfolio Manager (Strategic Enterprise Initiatives) - Hybrid
M&T Bank 4.7
Portfolio manager job at M&T Bank
Who We Are: Enterprise Transformation Delivery Engaged in the bank's most critical & strategic initiatives, leveraging modern delivery approaches A results-oriented team of 30+ professionals, we provide execution certainty through strong project delivery, business acumen, and change management capabilities. We engage in strategic, enterprise level, high priority, cross-divisional initiatives by partnering with leaders to understand the problem, sharpen ownership and focus to deliver for the entire bank. Differentiated by our ability to understand the details and complexities with an eye for alignment to enterprise priorities and outcomes, we synthesize, communicate, and collaborate across business lines, support functions, and senior leadership. Our methodology incorporates solving the problem across people, process, technology, and data domains to drive transformational change. Position Overview: This role serves as independent 3rd party, advising and supporting internal stakeholders, on Strategic Enterprise Initiative Governance, Industry best practices for Change Management, Transformation and Strategic Program Management and Execution, and Value Realization. In-depth experience managing Enterprise-level, strategic Initiatives utilizing core Governance components and controls. Highly experienced in Program/Project Management, Process Re-engineering, Organizational Change Management, Performance Measurement, and Customer Experience. This function serves as independent 3rd party advising and supporting internal stakeholders on Strategic Enterprise Initiative Governance, transformation delivery methodologies, and execution. Primary Responsibilities: Responsible for overseeing and driving teams in the adoption and implementation of an evolving Strategic Enterprise Initiative Governance framework aimed at achieving alignment across the bank and its strategy, including providing transparency to senior leadership of progress of initiatives. Develop and tailor communications content and artifacts used across various levels in the organization on our Strategic Enterprise Initiative Portfolio of highly complex business initiatives with high attention to detail and quality. Independently guide multi-disciplinary teams through large-scale complex transformational changes focused on Strategic Enterprise Initiatives, or strategically important short-term engagements that deliver business outcomes. Ensures follow up on all critical items and drives accountability through documentation and governance framework and/or assessments. Build and leverage relationships across the organization to break down silos, stay connected to changes going on in the bank; Encourage collaboration to support an environment of information sharing to effectively deliver outcomes; Responsible for sharing and leveraging deep institutional and/or industry knowledge, business processes/workflows, products, and technologies to help shape strategy, and deliver desired outcomes for M&T. Lead work groups and individuals with different perspectives to develop and provide strategic recommendations, encourage innovation, and embrace a culture of transformational change. Provide execution certainty by setting pace and driving accountability, working alongside senior leaders to drive decisions. Support Governance practices and our business partners by influencing the level of defined outcomes and key measures of success for Strategic transformation initiatives. Encourage a culture of how to challenge status quo by consistently pushing for innovation, continuous improvement, and recommend solutions for adoption across the organization. Mentor and coach Enterprise Transformation Portfolio and/or Delivery team members to take ownership of their development and career path. 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. 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. Supervisory/Managerial Responsibilities: This position does not directly manage a team. Education and Experience Required: Bachelor's degree, or equivalent work experience 7+ years' related work experience Education and Experience Preferred: Minimum of 5 years' project, program or portfolio management experience, specifically with large-scale transformation projects Dedicated senior leader that can leverage large scale, complex, enterprise-wide Portfolio Management, and Delivery experience Ability to navigate at pace to address enterprise-wide opportunities, and lead simultaneous priorities at any given time Robust Program and Portfolio Management experience, leading cross-functional teams through all life cycles of work Scaled agile experience and ability to formulate and activate hypothesis to execution a plus Experience in Banking Mergers and Acquisitions Experience developing and building enterprise standards around program management Portfolio management governance reporting Vendor and Resource Management experience a plus Must demonstrate Executive presence, and ability to influence communication strategies for all levels Well versed in Change Management principles and avid Change agent Ability to navigate varying depths of inspection in order to analyze and provide summarization for ease of decision making Prior experience leading organizational change MBA or MS preferred PMP, PMFP, Agile, SAFe, Certified BA and/or ScrumMaster Certification Prior management consulting or comparable client service experience a plus Proven intellectual curiosity Relevant financial services industry experience preferred Work Model & Location: This is a hybrid role requiring three in-office days per week. The position can be based out of any of M&T Bank's corporate offices below. Buffalo, NY Baltimore, MD Boston, MA Bridgeport, CT Manhattan, NY (Midtown South) Wilmington, DE Anticipated Travel Requirements: Employees in this position should be prepared to travel at least once per quarter within the M&T Bank east coast footprint. Travel may occur more often than this and is based upon the needs of the business and projects assigned. Employees residing outside of the Buffalo market are anticipated to travel more often than those already located here. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $100,611.94 - $167,686.57 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
$100.6k-167.7k yearly Auto-Apply 55d ago
REO Asset Manager I
M&T Bank 4.7
Portfolio manager job at M&T Bank
This position manages a portfolio of M&T owned properties to ensure timely resale in an effort to minimize loss to M&T. **Primary Responsibilities:** + Maintain and liquidate a portfolio of M&T owned properties. + Address any and all issues preventing timely liquidation of portfolio properties. + Assign real estate agent upon referral from foreclosure. This may require an interview process and uploading of information into M&T Bank systems. + Establish a working relationship with the agent selling real estate with weekly communication. + Negotiate Cash for Keys using agent, attorney, investor and Mortgage Insurer (MI) according to procedural guidelines. + Open the eviction process and follow up weekly with the attorney. + Stay current on all SCRA laws and any changes or additions to eviction law. + Make arrangements and follow up with the agent on all lock-out arrangements. + Fully understand the personal property posting and property eviction requirements in all states. + If the occupants are cooperative, write up an analysis of listing occupied and submit to management for approval. + Follow the eviction timeline reporting and update all steps in M&T Bank servicing system. + Determine if any repairs are necessary or would substantially increase the value of the property and proceed according to any investor or MI guidelines. + Research and determine a listing price and a Reconciled Asset Value ("RAV") for each property for management approval + Follow all time lines established by the investors. + Follow all requirements determined by the specific municipality for vacant property registration and code violations. + Follow up with the agents to take care of and avoid all code violations. + Verify that taxes and hazard insurance is in place for each property. + Verify that all properties are listed in the MLS. + Discuss marketing with the agents on a 7 - 10 day basis. + Complete write ups for list reductions and submit for management and/or investor/MI approval. + Review and negotiate all offers on properties. + Engage Support to have the contract on approved offers completed. + Stay engaged with the agent through closing. + Recommend liquidating through an auction house if marketing is unsuccessful. + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + 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. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Complete other related duties as assigned. Scope of Responsibilities: This position interacts with internal CAM departments and external third parties, including real estate agents and investors. **Education and Experience Required:** A combined 3 years' higher education and/or work experience, including a minimum of 1 year relevant work experience. Organized and detail oriented. Strong verbal and written communication skills. Strong customer service skills. Working PC skills including word processing and spreadsheet software. **Education and Experience Preferred:** Bachelor's degree. Knowledge of M&T Bank systems. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.55 - $34.25 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Getzville, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$20.6-34.3 hourly 2d ago
Asset Management - Corporate Bond Portfolio Manager - Customized Bond Portfolios
Jpmorgan Chase & Co 4.8
New York jobs
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. J.P. Morgan Asset Management's Customized Bond Portfolio (CBP) team resides within GFICC and manages more than $160 billion of separately managed accounts across corporate bonds, broad markets, municipal bonds, and preferred equity. As a Portfolio Manager within the taxable CBP team, you will be responsible for designing, constructing, and overseeing separately managed account (SMA) corporate bond portfolios. You will work closely with a team of experienced portfolio managers, fundamental credit research analysts and traders to determine portfolio construction, sector and issuer positioning, and identify investment recommendations. You will also be required to present before existing and prospective clients, presenting broad market color as well as the team's investment philosophy and objectives. Job Responsibilities Manage portfolio with an active role in the investment and portfolio construction decisions for new and existing separately managed accounts, including sector positioning and security selection Partner with clients to develop customized fixed income portfolios across Investment Grade and High Yield asset classes Collaborate with our credit research teams to identify market trends, analyze individual credits and assess relative value across securities Present our investment strategy and process to clients and prospects, including current market insight and views; performance reviews Partner with a wide range of teams and partners to improve portfolio management processes and enhance efficiencies Required qualifications, capabilities and skills Minimum 4 years of corporate bond portfolio management and/or research experience Strong knowledge of investment grade and high yield corporate credit markets Excellent data and analytical skills. Experienced with Excel. Experience using Bloomberg Demonstrates strong drive to pick up tasks and learn quickly Adaptable, innovative, team player, and results-oriented, with an ability to bring proactive solutions to the broader PM team Excellent responsiveness and problem-solving skills with a high attention to detail Must possess exceptional communication skills both written and oral and be able to communicate their thoughts to external clients and internal partners Energetic and decisive, with a high level of integrity Preferred qualifications, capabilities and skills Strong preference for individuals with prior fundamental credit research experience (investment grade/high yield) CFA designation VBA, Python, or other coding experience a plus Experience with portfolio management tools such as Bloomberg, Investortools/Perform Experience managing separately managed accounts
$119k-177k yearly est. Auto-Apply 60d+ ago
Middle Market Corporate Banking Portfolio Manager II
Citizens Financial Group 4.3
New York, NY jobs
At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country. We are partners from a diverse set of backgrounds who truly listen - to understand where our clients are trying to go and bring the tools, data, and strategic insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Additionally, you will be responsible for prudent underwriting and effective credit and risk administration with particular emphasis on financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, regulatory compliance, and customer support. In this role, you will manage a portfolio of the most complex credits and will be expected to perform your role responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments. As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself. Primary responsibilities include Managing a portfolio of the most complex credits and performing the functions of the position with only periodic oversight and is expected to perform with very limited supervisory intervention. Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager, team leader, and senior managers across departments/teams. Effective credit underwriting, credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support as needed for an assigned portfolio. Structuring, underwriting, and documenting new business, renewals, and modifications as the credit expert within the first line of defense. Oversee assigned portfolio of credits and anticipate portfolio problems and take action to develop solutions, handling multiple demands and competing priorities. Meet deadlines and schedules associated with maintaining portfolio compliance with credit and risk policies. Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit monitoring and administration with client directly. Understands and stays up to date with industry and market information related to assigned markets and customers. Shares insights and learnings with other RMs and PMs. Qualifications, Education, Certifications and/or Other Professional Credentials Proven expertise in credit underwriting and portfolio management, with a strong track record of managing complex commercial banking relationships. Advanced proficiency in financial analysis, credit modeling, and risk evaluation, with a deep understanding of regulatory compliance and credit policy adherence. Demonstrated ability to independently manage a portfolio of high-complexity credits, exhibiting expert knowledge of client businesses and credit structures. Strong analytical and problem-solving skills, with the ability to anticipate portfolio issues and develop strategic solutions. Excellent communication and interpersonal skills, with the capacity to collaborate effectively across teams and engage directly with clients to resolve complex credit matters. In-depth knowledge of industry trends and market dynamics, with a commitment to sharing insights and fostering team-wide learning. Experience in structuring, underwriting, and documenting new credit opportunities, renewals, and modifications within a first-line-of-defense framework. Proven ability to meet deadlines and manage competing priorities in a fast-paced, client-focused environment. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F Pay Transparency The salary range for this position is $175,000 - $210,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
$175k-210k yearly Auto-Apply 39d ago
Middle Market Corporate Banking Portfolio Manager II
Citizens Financial Group, Inc. 4.3
New York, NY jobs
At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country. We are partners from a diverse set of backgrounds who truly listen - to understand where our clients are trying to go and bring the tools, data, and strategic insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Additionally, you will be responsible for prudent underwriting and effective credit and risk administration with particular emphasis on financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, regulatory compliance, and customer support. In this role, you will manage a portfolio of the most complex credits and will be expected to perform your role responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments. As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself. Primary responsibilities include * Managing a portfolio of the most complex credits and performing the functions of the position with only periodic oversight and is expected to perform with very limited supervisory intervention. * Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager, team leader, and senior managers across departments/teams. * Effective credit underwriting, credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support as needed for an assigned portfolio. * Structuring, underwriting, and documenting new business, renewals, and modifications as the credit expert within the first line of defense. * Oversee assigned portfolio of credits and anticipate portfolio problems and take action to develop solutions, handling multiple demands and competing priorities. * Meet deadlines and schedules associated with maintaining portfolio compliance with credit and risk policies. * Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit monitoring and administration with client directly. * Understands and stays up to date with industry and market information related to assigned markets and customers. Shares insights and learnings with other RMs and PMs. Qualifications, Education, Certifications and/or Other Professional Credentials * Proven expertise in credit underwriting and portfolio management, with a strong track record of managing complex commercial banking relationships. * Advanced proficiency in financial analysis, credit modeling, and risk evaluation, with a deep understanding of regulatory compliance and credit policy adherence. * Demonstrated ability to independently manage a portfolio of high-complexity credits, exhibiting expert knowledge of client businesses and credit structures. * Strong analytical and problem-solving skills, with the ability to anticipate portfolio issues and develop strategic solutions. * Excellent communication and interpersonal skills, with the capacity to collaborate effectively across teams and engage directly with clients to resolve complex credit matters. * In-depth knowledge of industry trends and market dynamics, with a commitment to sharing insights and fostering team-wide learning. * Experience in structuring, underwriting, and documenting new credit opportunities, renewals, and modifications within a first-line-of-defense framework. * Proven ability to meet deadlines and manage competing priorities in a fast-paced, client-focused environment. Hours & Work Schedule * Hours per Week: 40 * Work Schedule: M-F Pay Transparency The salary range for this position is $175,000 - $210,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Military Friendly Employer
$175k-210k yearly Auto-Apply 4d ago
Middle Market Corporate Banking Portfolio Manager II
Citizens Financial Group, Inc. 4.3
Melville, NY jobs
At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country. We are partners from a diverse set of backgrounds who truly listen - to understand where our clients are trying to go and bring the tools, data, and strategic insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Additionally, you will be responsible for prudent underwriting and effective credit and risk administration with particular emphasis on financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, regulatory compliance, and customer support. In this role, you will manage a portfolio of the most complex credits and will be expected to perform your role responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments. As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself. Primary responsibilities include * Managing a portfolio of the most complex credits and performing the functions of the position with only periodic oversight and is expected to perform with very limited supervisory intervention. * Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager, team leader, and senior managers across departments/teams. * Effective credit underwriting, credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support as needed for an assigned portfolio. * Structuring, underwriting, and documenting new business, renewals, and modifications as the credit expert within the first line of defense. * Oversee assigned portfolio of credits and anticipate portfolio problems and take action to develop solutions, handling multiple demands and competing priorities. * Meet deadlines and schedules associated with maintaining portfolio compliance with credit and risk policies. * Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit monitoring and administration with client directly. * Understands and stays up to date with industry and market information related to assigned markets and customers. Shares insights and learnings with other RMs and PMs. Qualifications, Education, Certifications and/or Other Professional Credentials * Proven expertise in credit underwriting and portfolio management, with a strong track record of managing complex commercial banking relationships. * Advanced proficiency in financial analysis, credit modeling, and risk evaluation, with a deep understanding of regulatory compliance and credit policy adherence. * Demonstrated ability to independently manage a portfolio of high-complexity credits, exhibiting expert knowledge of client businesses and credit structures. * Strong analytical and problem-solving skills, with the ability to anticipate portfolio issues and develop strategic solutions. * Excellent communication and interpersonal skills, with the capacity to collaborate effectively across teams and engage directly with clients to resolve complex credit matters. * In-depth knowledge of industry trends and market dynamics, with a commitment to sharing insights and fostering team-wide learning. * Experience in structuring, underwriting, and documenting new credit opportunities, renewals, and modifications within a first-line-of-defense framework. * Proven ability to meet deadlines and manage competing priorities in a fast-paced, client-focused environment. Hours & Work Schedule * Hours per Week: 40 * Work Schedule: M-F Pay Transparency The salary range for this position is $175,000 - $210,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Military Friendly Employer
$175k-210k yearly Auto-Apply 4d ago
Head of PCS Portfolio Prioritization
Us Bank 4.6
New York, NY jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Head of PCS Portfolio Prioritization will drive strategic decision-making, project intake, and collaborative business-driven prioritization for all development initiatives within PCS, spanning our entire suite of credit and debit products (Consumer and Small Business; USB-branded and partner-branded). This individual contributor role will manage the technology investment journey for PCS-from Strategic Investment Committee (SIC CapEx) to Product Council prioritization and investment portfolio review. The role requires close collaboration with the Head of PCS, Head of Product, PCS GMs, PCS Centers of Excellence, and enterprise-wide strategy, product, and technology leaders to ensure visibility and alignment in the prioritization process. The individual will be accountable for ensuring that our $250MM+ annual technology investment delivers maximum return and that stakeholders have transparency and input into key decisions. Key Responsibilities * Drive Strategic Prioritization: Oversee and refine the intake and prioritization process for PCS initiatives, ensuring alignment with strategic objectives and business priorities. * Process Improvement: Continuously enhance planning and intake processes using data and insights to inform decisions and improve operational efficiency. Implement governance procedures to maintain alignment with enterprise strategy and capital allocation. * Roadmap Ownership: Create and maintain an integrated investment roadmap aligned to PCS strategic objectives, covering all credit and debit products and channels. * Strategic Partnership: Collaborate with senior leadership across PCS and enterprise teams to establish clear priorities and transparent trade-offs. * Framework Development: Define and evolve the methodology for prioritization, ensuring consistency with enterprise strategy and goals. * Investment Oversight: Manage the PCS technology investment portfolio, ensuring visibility and accountability for decisions impacting resource allocation. Basic Qualifications * Bachelor's degree in Business, Management, or related field required; Master's preferred. * 8+ years of experience in strategic planning, portfolio management, or enterprise program management, preferably within financial services or a large, matrixed organization. Preferred Skills/Experience * Experience managing large-scale prioritization processes and working with both agile and waterfall teams. * Proven ability to influence senior leaders and develop governance frameworks that guide resource allocation and investment decisions. * Highly organized, innovative, and able to synthesize complex data into actionable insights. * Deep expertise in strategic planning, prioritization frameworks, and portfolio management. * Skilled at driving organizational change and building consensus in matrixed environments. * Strong analytical and executive communication skills. * Continuous improvement mindset and ability to bring a fresh perspective to established processes. 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: $149,515.00 - $175,900.00 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.
$149.5k-175.9k yearly 3d ago
WM Global Investment Office, Portfolio Manager - UHNW International Team, Vice President
Morgan Stanley 4.6
New York, NY jobs
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Outsourced Chief Investment Officer (“OCIO”) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management. Responsibilities: Build and manage client portfolios for OCIO's International UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks Experience investing in offshore vehicles for non-resident clients is preferred Engage with Morgan Stanley Financial Advisors and clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space Ensure the smooth functioning of administrative and operational activities, including those involving trading and reporting Partner with internal advisors / consultants and OCIO's business development team to win new clients and raise new assets In collaboration with other subject matter experts, create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertise Knowledge and skills: 6-8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity Language Skills: Must be fluent in Spanish. Conversational in Portuguese would be a plus Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments Familiarity with global capital markets, with technical expertise across asset classes preferred. Understanding of UHNW planning techniques and strategies for international clients Strong teamwork and collaboration skills to work effectively with cross-functional teams Strong organizational and project management skills Detail-oriented, with the ability to multitask and handle multiple priorities. Exemplary verbal and written communication skills Proactive & hard working with strong professional accountability Proficiency in Microsoft Office, including Excel and Power Point Qualifications: Undergraduate degree is required Graduate degree, CFA, CAIA and other professional designations are preferred FINRA Series 7 and 66 is required after hiring (additional licensing may be required) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$140k-200k yearly Auto-Apply 9d ago
WM Global Investment Office, Portfolio Manager - UHNW International Team, Vice President
Morgan Stanley 4.6
New York, NY jobs
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Outsourced Chief Investment Officer ("OCIO") group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management. Responsibilities: * Build and manage client portfolios for OCIO's International UHNW clients, including all asset allocation, manager selection, portfolio construction, risk management, and portfolio monitoring tasks * Experience investing in offshore vehicles for non-resident clients is preferred * Engage with Morgan Stanley Financial Advisors and clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space * Ensure the smooth functioning of administrative and operational activities, including those involving trading and reporting * Partner with internal advisors / consultants and OCIO's business development team to win new clients and raise new assets * In collaboration with other subject matter experts, create commercial intellectual capital for use with clients and prospects to engage on topics related to the areas of expertise Knowledge and skills: * 6-8 years of investment-related experience serving individuals and families in a wealth management or investment consulting capacity * Language Skills: Must be fluent in Spanish. Conversational in Portuguese would be a plus * Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution * Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments * Familiarity with global capital markets, with technical expertise across asset classes preferred. * Understanding of UHNW planning techniques and strategies for international clients * Strong teamwork and collaboration skills to work effectively with cross-functional teams * Strong organizational and project management skills * Detail-oriented, with the ability to multitask and handle multiple priorities. * Exemplary verbal and written communication skills * Proactive & hard working with strong professional accountability * Proficiency in Microsoft Office, including Excel and Power Point Qualifications: * Undergraduate degree is required * Graduate degree, CFA, CAIA and other professional designations are preferred * FINRA Series 7 and 66 is required after hiring (additional licensing may be required) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$140k-200k yearly Auto-Apply 10d ago
Portfolio Manager, Private Market Solutions
T. Rowe Price 4.5
New York, NY jobs
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary T. Rowe Price, with over 8,000 associates and $1.68 trillion in assets under management globally (as of June 30, 2025), is a leader in the investment management industry. The Global Multi-Asset Division manages more than $550 billion across diverse investment strategies, making it one of the largest multi-asset managers worldwide. In recent years, the firm has expanded its footprint in alternatives through the acquisition of Oak Hill Advisors and a strategic collaboration with Goldman Sachs, enhancing its capabilities in both public and private market solutions. Growing private market offerings is a strategic priority for T. Rowe Price, and the Portfolio Manager, Private Market Solutions role is a unique opportunity to contribute to this key initiative and help shape the future of the firm's investment platform. This role is open to candidates based in either Baltimore, MD or NYC. The Portfolio Manager, Private Market Solutions will co-manage a range of strategies, including registered funds, that incorporate public and private market components, serving as portfolio manager and lead representative. * This role reports to the Head of Global Investment Solutions, Americas in Global Multi-Asset. * The portfolio manager has responsibility for a growing suite of public/private funds that integrate T. Rowe Price, OHA and external manager components, primary responsibilities that include: * Lead representative of T. Rowe Price's public/private solutions in client meetings, industry conferences, and internal forums. * Deep engagement in portfolio construction, performance monitoring, underwriting of new investments, and due diligence processes. * Oversight of core portfolio management functions including liquidity management, capital deployment and component monitoring. * Support distribution teams in the placement of public/private funds on intermediary client platforms; this may include educating clients on the alternatives landscape and the role these strategies play in portfolio construction. Responsibilities * Day-to-day management of public/private solutions, including: * Monitoring performance, portfolio positioning and management of liquidity * Collaboration with co-portfolio managers and other members of Global Multi-Asset * Engagement with internal and external private market investment teams * Lead investment representative of Public/Private Market Solutions * Develop a close partnership with key distribution partners across T. Rowe Price Wealth, Retirement, and Institutional channels * Collaborate with third party distribution team * Represent investment team in client meetings, industry conferences, and other media forums * Support creation of sales and marketing collateral * Portfolio reviews and monitoring * Ongoing assessment of portfolio design and potential allocation adjustments * Assessment of risk exposures and implications for portfolio positioning * Due diligence and strategy underwriting * Product development and innovation * Collaborate with investment, product, and distribution colleagues to identify new public/private market opportunities * Support T. Rowe Price's Alternatives expansion * Subject matter expert on trends in private market investment offerings Qualifications Required: * Bachelor's Degree AND * Minimum 10+ years broad private market experience, including: equity, infrastructure, real estate, and credit * Deep knowledge of private market structures and related operations * Strong communication and presentation skills * Experience in client-facing activities * Strong organizational, time management, and relationship management skills * Series 7 and 63 or must obtain within 3 months of hire * Willingness to travel Preferred: * Advanced degree and/or CFA/CAIA designation * Portfolio management experience preferred; will consider other multi-strategy investment-related roles FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $225,000.00-$325,000.00 for the location of: Maryland, Colorado, Washington and remote workers $225,000.00-$325,000.00 for the location of: Washington, D.C. $225,000.00-$325,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$108k-152k yearly est. Auto-Apply 60d+ ago
Portfolio Manager, IPG
Keybank National Association 4.4
Albany, NY jobs
The Portfolio Manager provides relationship management support for assigned portfolio of clients who are clients and prospects who are primarily active commercial real estate owners, investors and developers. Portfolio Managers work in strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key's product platform. Portfolio Managers help drive the financial performance of the team's revenue and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business development and lending/sales support, and operational support. Essential Functions * Proactively manages the portfolio to both maximize profitability and ensure strong asset quality through consistent and timely identification and resolution of issues as well as accurate assessment and assignment of loan risk ratings. Assists in resolving out-of-balance and/or other default situations which may occur in the portfolio. * Assists and supports in structuring and facilitating credit and non-credit product delivery while demonstrating sound risk management and maximizing risk adjusted returns on shareholder capital (assess the materiality of risks and appropriately mitigate/match with transaction return expectations). * Actively supports Key's asset generation strategy which balances risk and return. Supports the team's consultative process to deepen existing relationships, on-board new relationships and exit unprofitable relationships. Participates in call preparation. * Serves as the trusted advisor the clients and prospects. Establishes strong credibility with internal and external stakeholders (clients, colleagues, credit, and servicing) based on sound judgement and accurate and timely information sharing. Shares constructive and regular feedback with teammates and stakeholders. * Partners effectively with Credit, Product Partners, Closers, Servicing, technical services, and other partners to identify cross-sell opportunities and deepen client relationships as well as solve internal obstacles and deliver a seamless execution. * Provides analysis of business and personal financial statements, and identification of transaction strengths and weaknesses to inform the deal structures, pricing and terms. * Delivers timely and accurate completion of write-ups, loan recommendations and structuring, analysis of business and personal financial statements, identification of transaction strengths and weaknesses. * Analyzes and underwrites construction and interim loans to the requirements as set forth by KeyCorp credit policy. * Coordinates and completes annual reviews, loan renewals, quarterly portfolio reviews, and asset quality reports on a timely basis. Monitors assigned portfolio for adherence to approved loan requirements and manage past dues, requirement ticklers, portfolio follow-up, credit files, etc. Works with Portfolio Services department to facilitate completion of annual reviews and property inspections, monitoring of covenant compliance and other items to secure the Banks position and avoid potential losses. * Participate in community and professional organizations which enhance our expertise and profile. * Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice * Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education * Bachelor's Degree in accounting, finance or related field (preferred) * OR equivalent experience (required) Work Experience * 1+ years of finance related experience (preferred) * Strong proficiency in MS Office suite, spreadsheets, Internet applications, and common business software (preferred) * Demonstrated ability to communicate effectively in both written and verbal communications (preferred) Skills * Outstanding credit skills, analytical skills, and financial acumen * Excellent communication and listening skills * Uses analytical approaches to identify issues, evaluate options, and implement effective solutions that support portfolio goals. * Rapidly absorbs new information and adapts to evolving tools, processes, and business priorities. * Uses his/her time effectively and efficiently; can attend to a broad range of activities and keep projects/tasks moving forward within a reasonable and quick timeframe, if necessary. * Makes timely and informed decisions by balancing data insights, stakeholder input, and business impact. * Prioritizes stakeholder needs and delivers solutions that enhance user experience and business value. * Leverages quantitative analysis and performance metrics to guide strategic portfolio recommendations. Core Competencies * All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands * General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel * Occasional travel to include overnight stay. Work Location Category * Hybrid (3+ days) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
$79k-146k yearly Auto-Apply 8d ago
Lead ABL/Factoring Portfolio Manager
Wells Fargo Bank 4.6
New York, NY jobs
About this role: Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products. In this role, you will: Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies Be a key participant in large-scale planning related to a given product or specialty's business objectives Serve as a mentor for less experienced individuals Required Qualifications: 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in Asset Based Lending and Factoring Microsoft Office: Excel, Word, PowerPoint Strong understanding of financial statements, collateral analysis, and loan structuring. Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow. Excellent interpersonal, communication, and negotiation skills. Strong understanding of commercial banking products and services. Ability to analyze client needs and develop tailored financial solutions. Job Expectations: Travel: 10% of the time This position offers a hybrid work schedule Willingness to work on-site at stated location on the job opening. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $167,000.00 - $260,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$167k-260k yearly 13d ago
Lead ABL/Factoring Portfolio Manager
Wells Fargo 4.6
New York, NY jobs
**About this role:** Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products. **In this role, you will:** + Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners + Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors + Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda + Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings + Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable + Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives + Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives + Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies + Be a key participant in large-scale planning related to a given product or specialty's business objectives + Serve as a mentor for less experienced individuals **Required Qualifications:** + 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in Asset Based Lending and Factoring + Microsoft Office: Excel, Word, PowerPoint + Strong understanding of financial statements, collateral analysis, and loan structuring. + Proficiency infinancial analysis, including interpreting balance sheets, income statements, and cash flow. + Excellent interpersonal, communication, and negotiation skills. + Strong understanding ofcommercial banking products and services. + Ability toanalyze client needsand develop tailored financial solutions. **Job Expectations:** + Travel: 10% of the time + This position offers a hybrid work schedule + Willingness to work on-site at stated location on the job opening. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $167,000.00 - $260,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 30 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506870
$167k-260k yearly 22d ago
Lead ABL/Factoring Portfolio Manager
Wells Fargo 4.6
New York, NY jobs
About this role: Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products. In this role, you will: * Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners * Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors * Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda * Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings * Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable * Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives * Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives * Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies * Be a key participant in large-scale planning related to a given product or specialty's business objectives * Serve as a mentor for less experienced individuals Required Qualifications: * 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in Asset Based Lending and Factoring * Microsoft Office: Excel, Word, PowerPoint * Strong understanding of financial statements, collateral analysis, and loan structuring. * Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow. * Excellent interpersonal, communication, and negotiation skills. * Strong understanding of commercial banking products and services. * Ability to analyze client needs and develop tailored financial solutions. Job Expectations: * Travel: 10% of the time * This position offers a hybrid work schedule * Willingness to work on-site at stated location on the job opening. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $167,000.00 - $260,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$167k-260k yearly 5d ago
CIB Markets Counterparty Credit Management (CCM) Lead Portfolio Manager
Wells Fargo Bank 4.6
New York, NY jobs
About this role: Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities. This role is in CCM's Regulated Funds team, with a focus on regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting traded products in CIB Markets that generate counterparty credit risk. In this role, you will: Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products. This business activity may include, but is not limited to: foreign exchange, repo, securities trading, futures & OTC clearing, bilateral derivatives, securities lending & borrowing, prime brokerage, and secondary loan trading. Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders. Serve as primary credit coverage for a portfolio of regulated fund counterparties. Negotiate key credit terms in master trading agreements with regulated funds, working with internal groups and senior managers for escalation and approval where necessary. Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures. Have a significant amount of interaction with internal business partners in both the CIB Markets Division and Independent Risk Management, seeking an appropriate balance between assisting front line businesses with obtaining counterparty credit approvals, while also making sound risk decisions commensurate with the firm's risk management framework. Make decisions in complex and multi-faceted situations requiring strong understanding of the functions; products; industry sectors; risk attributes; policies; procedures; constituent, financial, and legal documents; and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives. Required Qualifications: 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.) Strong written and verbal communication skills Strong analytical skills with high attention to detail Understanding of leveraged ETF's Ability to execute in a fast paced, high demand environment while balancing multiple priorities BS/BA degree in a related field Job Expectations: Ability to travel up to 10% or as needed This position is not eligible for Visa sponsorship This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $143,000.00 - $224,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$143k-224k yearly 60d+ ago
CIB Markets Counterparty Credit Management (CCM) Lead Portfolio Manager
Wells Fargo 4.6
New York, NY jobs
**About this role:** Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities. This role is in CCM's Regulated Funds team, with a focus on regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting traded products in CIB Markets that generate counterparty credit risk. **In this role, you will:** + Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products. This business activity may include, but is not limited to: foreign exchange, repo, securities trading, futures & OTC clearing, bilateral derivatives, securities lending & borrowing, prime brokerage, and secondary loan trading. + Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders. + Serve as primary credit coverage for a portfolio of regulated fund counterparties. + Negotiate key credit terms in master trading agreements with regulated funds, working with internal groups and senior managers for escalation and approval where necessary. + Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures. + Have a significant amount of interaction with internal business partners in both the CIB Markets Division and Independent Risk Management, seeking an appropriate balance between assisting front line businesses with obtaining counterparty credit approvals, while also making sound risk decisions commensurate with the firm's risk management framework. + Make decisions in complex and multi-faceted situations requiring strong understanding of the functions; products; industry sectors; risk attributes; policies; procedures; constituent, financial, and legal documents; and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives. **Required Qualifications:** + 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products + Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.) + Strong written and verbal communication skills + Strong analytical skills with high attention to detail + Understanding of leveraged ETF's + Ability to execute in a fast paced, high demand environment while balancing multiple priorities + BS/BA degree in a related field **Job Expectations:** + Ability to travel up to 10% or as needed + This position is not eligible for Visa sponsorship + This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $143,000.00 - $224,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 18 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-492217
$143k-224k yearly 60d+ ago
CIB Markets Counterparty Credit Management (CCM) Lead Portfolio Manager
Wells Fargo 4.6
New York, NY jobs
About this role: Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities. This role is in CCM's Regulated Funds team, with a focus on regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting traded products in CIB Markets that generate counterparty credit risk. In this role, you will: * Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products. This business activity may include, but is not limited to: foreign exchange, repo, securities trading, futures & OTC clearing, bilateral derivatives, securities lending & borrowing, prime brokerage, and secondary loan trading. * Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders. * Serve as primary credit coverage for a portfolio of regulated fund counterparties. * Negotiate key credit terms in master trading agreements with regulated funds, working with internal groups and senior managers for escalation and approval where necessary. * Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures. * Have a significant amount of interaction with internal business partners in both the CIB Markets Division and Independent Risk Management, seeking an appropriate balance between assisting front line businesses with obtaining counterparty credit approvals, while also making sound risk decisions commensurate with the firm's risk management framework. * Make decisions in complex and multi-faceted situations requiring strong understanding of the functions; products; industry sectors; risk attributes; policies; procedures; constituent, financial, and legal documents; and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives. Required Qualifications: * 5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products * Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.) * Strong written and verbal communication skills * Strong analytical skills with high attention to detail * Understanding of leveraged ETF's * Ability to execute in a fast paced, high demand environment while balancing multiple priorities * BS/BA degree in a related field Job Expectations: * Ability to travel up to 10% or as needed * This position is not eligible for Visa sponsorship * This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $143,000.00 - $224,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$143k-224k yearly 10d ago
Associate- Tech, Media and Telecom Portfolio Manager
Huntington National Bank 4.4
New York, NY jobs
Huntington's Technology, Media and Telecom ("TMT") team is a fast-growing, nationally mandated, and dynamic Specialty Vertical within Huntington's Commercial Bank. The TMT team is a leading provider of financing solutions to technology, media and telecommunications companies and is made up of 13 seasoned bankers with deep sector knowledge. As a result of the TMT team's robust growth, it is seeking to add an Associate - Portfolio Manager who is capable of leading and supporting the execution on new transactions while managing a dynamic portfolio of credits across the tech, media and telecom space. In addition to a broad TMT background, the ideal candidate should have Entertainment or Film / Music Finance experience, given the TMT vertical's expansion into these sectors. This is an opportunity to join an entrepreneurial team that is in full growth mode, having grown the portfolio by more than 10x over the last 4 years. The Associate - Portfolio Manager will successfully leverage their experience to help drive the TMT vertical forward through concise and thorough underwriting and portfolio management, while also assisting in the coaching and development of junior talent. A successful candidate should be able to produce timely, high quality & detailed underwriting work product in a concise, consistent and efficient format. The Portfolio Manager should be able to successfully explain complex technology, media and telecom sectors in an easy-to-understand way to a broader audience while appropriately addressing key risks & mitigants, credit policy exceptions, and regulatory designations within underwriting documents of record. A successful candidate will actively participate in key transaction discussions with all stakeholders including the borrower, agent banks, credit, etc., while demonstrating command of the subject matter. The Portfolio Manager role is client facing, and the candidate should be comfortable with engaging clients for both diligence and prospecting alongside the Relationship Manager. Please note: This position is open to remote work, but preferred location is New York, NY. Duties and Responsibilities: Underwriting + PMs are expected to leverage their experience to help drive the TMT vertical forward through concise and thorough underwriting. + Drive an efficient process with early identification of key milestones and adherence to deadlines. Includes credit adjudication, legal review, and appropriate collaboration in closing and onboarding. + Produce timely, high quality & detailed underwriting work product for credits to include borrowers who are public, private, investment grade, non-investment grade and highly leveraged. + PMs are able to successfully explain complex technology, media and telecom businesses and products in an easy-to-understand way to a broader audience. + Maintain a proactive approach to addressing questions and comments arising during underwriting, including interactions with agent banks or clients, as applicable. + Identify and appropriately address key risks & mitigants, credit policy exceptions & variances and regulatory designations within underwriting documents of record. + Ability to maintain a lead role in the deal process, as well as the ability to collaborate in a supporting role as part of a deal team. Actively participate in key transaction discussions, demonstrating command of subject matter. Effective presentation dialogue, including prepared remarks and Q&A. Formats include credit committees, portfolio reviews, etc. + Establish and maintain an appropriate understanding of portfolio returns. Assist in identifying potential cross-sell opportunities, and partner with the RM in assessing and formulating deal strategy. Portfolio Management: + Timely recognition and communication of adverse change in a borrowers' risk profile and escalation of challenges. Proactive recognition and communication of portfolio insights in a timely manner, including deterioration or developing risks, emerging credit trends, etc. + Ensure quality, timeliness and accuracy of portfolio monitoring and maintenance activities including risk ratings, annual reviews, portfolio reviews, product line requests & renewals. + Demonstrate effective presentation dialogue, including prepared remarks and Q&A. Team Accountability/Performance: + Proactive management of workflow and pipeline. Focus on adherence to internal and external deadlines. + Build and maintain working relationships with RM team, credit team and key product partners. + Build and maintain relationships with supporting teams (Loan Closers, Credit Review, Legal, etc.). Maintain ongoing dialogue as appropriate in support of business efficiency. + Prompt and thorough responses related to examinations, including both internal audit and external regulators. + Develop and/or maintain a thorough understanding of the technology, media and telecom industry characteristics including but not limited to demand drivers, cyclicality, competitive landscape, etc., and provide relevant updates / serve as the Subject Matter Expert. Attend industry conferences and bank meetings / client calls to remain abreast of an ever-changing industry. + Active engagement and participation in projects and work streams. Basic Qualifications and Skills: + 3+ years of commercial portfolio management experience + 2+ Technology, Media or Telecomm (TMT) finance related experience required + Bachelor's degree required Preferred Qualifications: + 3-5 years of TMT Portfolio Management. Entertainment or Film / Music Finance experience preferred + MBA or Master's degree in related field of study + Formal credit training + Experience at a large national, international, or super regional bank Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $77,000.00 - $161,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$77k-161k yearly 60d+ ago
Associate- Tech, Media and Telecom Portfolio Manager
Huntington Bancshares Inc. 4.4
New York, NY jobs
Huntington's Technology, Media and Telecom ("TMT") team is a fast-growing, nationally mandated, and dynamic Specialty Vertical within Huntington's Commercial Bank. The TMT team is a leading provider of financing solutions to technology, media and telecommunications companies and is made up of 13 seasoned bankers with deep sector knowledge. As a result of the TMT team's robust growth, it is seeking to add an Associate - Portfolio Manager who is capable of leading and supporting the execution on new transactions while managing a dynamic portfolio of credits across the tech, media and telecom space. In addition to a broad TMT background, the ideal candidate should have Entertainment or Film / Music Finance experience, given the TMT vertical's expansion into these sectors. This is an opportunity to join an entrepreneurial team that is in full growth mode, having grown the portfolio by more than 10x over the last 4 years. The Associate - Portfolio Manager will successfully leverage their experience to help drive the TMT vertical forward through concise and thorough underwriting and portfolio management, while also assisting in the coaching and development of junior talent. A successful candidate should be able to produce timely, high quality & detailed underwriting work product in a concise, consistent and efficient format. The Portfolio Manager should be able to successfully explain complex technology, media and telecom sectors in an easy-to-understand way to a broader audience while appropriately addressing key risks & mitigants, credit policy exceptions, and regulatory designations within underwriting documents of record. A successful candidate will actively participate in key transaction discussions with all stakeholders including the borrower, agent banks, credit, etc., while demonstrating command of the subject matter. The Portfolio Manager role is client facing, and the candidate should be comfortable with engaging clients for both diligence and prospecting alongside the Relationship Manager. Please note: This position is open to remote work, but preferred location is New York, NY. Duties and Responsibilities: Underwriting * PMs are expected to leverage their experience to help drive the TMT vertical forward through concise and thorough underwriting. * Drive an efficient process with early identification of key milestones and adherence to deadlines. Includes credit adjudication, legal review, and appropriate collaboration in closing and onboarding. * Produce timely, high quality & detailed underwriting work product for credits to include borrowers who are public, private, investment grade, non-investment grade and highly leveraged. * PMs are able to successfully explain complex technology, media and telecom businesses and products in an easy-to-understand way to a broader audience. * Maintain a proactive approach to addressing questions and comments arising during underwriting, including interactions with agent banks or clients, as applicable. * Identify and appropriately address key risks & mitigants, credit policy exceptions & variances and regulatory designations within underwriting documents of record. * Ability to maintain a lead role in the deal process, as well as the ability to collaborate in a supporting role as part of a deal team. Actively participate in key transaction discussions, demonstrating command of subject matter. Effective presentation dialogue, including prepared remarks and Q&A. Formats include credit committees, portfolio reviews, etc. * Establish and maintain an appropriate understanding of portfolio returns. Assist in identifying potential cross-sell opportunities, and partner with the RM in assessing and formulating deal strategy. Portfolio Management: * Timely recognition and communication of adverse change in a borrowers' risk profile and escalation of challenges. Proactive recognition and communication of portfolio insights in a timely manner, including deterioration or developing risks, emerging credit trends, etc. * Ensure quality, timeliness and accuracy of portfolio monitoring and maintenance activities including risk ratings, annual reviews, portfolio reviews, product line requests & renewals. * Demonstrate effective presentation dialogue, including prepared remarks and Q&A. Team Accountability/Performance: * Proactive management of workflow and pipeline. Focus on adherence to internal and external deadlines. * Build and maintain working relationships with RM team, credit team and key product partners. * Build and maintain relationships with supporting teams (Loan Closers, Credit Review, Legal, etc.). Maintain ongoing dialogue as appropriate in support of business efficiency. * Prompt and thorough responses related to examinations, including both internal audit and external regulators. * Develop and/or maintain a thorough understanding of the technology, media and telecom industry characteristics including but not limited to demand drivers, cyclicality, competitive landscape, etc., and provide relevant updates / serve as the Subject Matter Expert. Attend industry conferences and bank meetings / client calls to remain abreast of an ever-changing industry. * Active engagement and participation in projects and work streams. Basic Qualifications and Skills: * 3+ years of commercial portfolio management experience * 2+ Technology, Media or Telecomm (TMT) finance related experience required * Bachelor's degree required Preferred Qualifications: * 3-5 years of TMT Portfolio Management. Entertainment or Film / Music Finance experience preferred * MBA or Master's degree in related field of study * Formal credit training * Experience at a large national, international, or super regional bank Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $77,000.00 - $161,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$77k-161k yearly Auto-Apply 38d ago
Senior Investment Analyst, Private Markets
Us Bank 4.6
New York, NY 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 9d ago

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Updated December 12, 2025

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