Portfolio manager jobs in Riverside, CA

We are working with a nationwide wholesale distributor serving commercial, industrial, and OEM construction markets. They are looking for a General Manager to oversee their Southern California operations. This location is already well-established but has plenty of room to grow. You'd be stepping into a role where you'll have full P&L ownership, team leadership responsibility, and the freedom to make local decisions, backed by a strong national brand with deep vendor relationships and fabrication capabilities across the U.S. Responsibilities: Full P&L responsibility Hands-on leadership role overseeing sales, operations, and people Direct reports: 2 Inside Sales Reps, 1 Outside Sales Rep, 1 Operations Manager Indirect reports: 1 warehouse staff, 4 drivers Requirements: Live within 30-60 minutes of the branch GM/branch leadership in wholesale distribution or building materials Strong sales leadership focus (pipeline, customers, team development) Building-products experience and insulation experience preferred

Job Description StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to offer a ticket to the millions of fans who browse our platform around the world. Paid Customer Acquisition Portfolio Manager StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to sell tickets to the millions of fans who browse our platform worldwide. Location: Hybrid (3 days in office / 2 days remote) - New York, NY, Santa Monica, CA, or Aliso Viejo, CA As a Paid Customer Acquisition Portfolio Manager, you'll lead and optimize StubHub's paid acquisition initiatives, driving strategic performance and influencing the full customer acquisition lifecycle. Your role extends beyond paid search as you leverage analytical insights, proactive strategies, and cross-team collaboration to identify opportunities, implement impactful improvements, and enhance overall customer experience from initial engagement through conversion. What You'll Do Manage and optimize performance for a strategic segment of StubHub's Google Search portfolio. Analyze campaign performance data, customer behavior, and market trends to proactively identify opportunities and execute impactful optimizations. Use AI and advanced analytical tools to prototype insights, analyses, and actionable strategies rapidly. Collaborate closely with Engineering, Data Science, Analytics, and Product teams to influence and implement customer experience improvements across StubHub's digital platforms. Develop and implement strategic initiatives aimed at enhancing customer acquisition and retention efficiency. Clearly communicate insights, strategic recommendations, and outcomes through concise, data-driven summaries and direct collaboration. What You've Done 2+ years of experience as an SEM Manager, Programmatic Ads Specialist, Paid Media Analyst, or similar analytical roles within digital marketing or marketplace growth. Strong analytical skills, with proficiency in SQL. Technical skills and experience with analyzing customer behavior on websites and mobile apps, including familiarity with attribution models and conversion optimization. Ability to synthesize complex data into strategic insights and effectively communicate recommendations across teams. Proven track record of driving measurable improvements through cross-functional influence, even without direct reporting relationships. Self-motivated and hands-on, capable of independently addressing challenges and proactively uncovering growth opportunities. Passionate, curious, and driven to deeply understand customer behaviors, marketplace dynamics, and performance drivers. Bonus Points Extensive experience managing paid customer acquisition at scale, including optimization strategies, budgeting, and performance management. Interest or experience in event ticketing, sports, music, or related marketplaces. Demonstrated ability to manage campaign performance within clear guidelines, balancing growth with cost efficiency. Skilled in developing quick analytical prototypes and dashboards to inform agile decision-making. Bachelor's degree in Marketing, Economics, Analytics, or a related quantitative discipline. What We Offer: Accelerated Growth Environment: An environment designed for swift skill and knowledge enhancement, where you have the autonomy to lead experiments and tests on a massive scale. Top Tier Compensation Package: Competitive base, equity, and upside that tracks with your impact. Flexible Time Off: Enjoy unlimited Flex Time Off, giving you the flexibility to manage your schedule and take time to recharge as needed. Comprehensive Benefits Package: Prioritize your well-being with a comprehensive benefits package, featuring 401k, and premium Health, Vision, and Dental Insurance options. The anticipated gross base pay range is below for this role. Actual compensation will vary depending on factors such as a candidate's qualifications, skills, experience, and competencies. Base annual salary is one component of StubHub's total compensation and competitive benefits package, which includes equity, 401(k), paid time off, paid parental leave, and comprehensive health benefits. Salary Range$150,000-$185,000 USDAbout UsStubHub is the world's leading marketplace to buy and sell tickets to any live event, anywhere. Through StubHub in North America and viagogo, our international platform, we service customers in 195 countries in 33 languages and 49 available currencies. With more than 300 million tickets available annually on our platform to events around the world -- from sports to music, comedy to dance, festivals to theater -- StubHub offers the safest, most convenient way to buy or sell tickets to the most memorable live experiences. Come join our team for a front-row seat to the action. For California Residents: California Job Applicant Privacy Notice found here We are an equal opportunity employer and value diversity on our team. We do not discriminate on the basis of race, color, religion, sex, national origin, gender, sexual orientation, age, disability, veteran status, or any other legally protected status.

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Junior Portfolio Manager to join our Investment Grade Fixed Income team in Newport Beach, CA. As a Junior Portfolio Manager, you'll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation through the development of tools, analytics, and market insights. How you'll help move us forward: Help develop and enhance existing portfolio management tools to improve senior PM investment decision-making, risk monitoring, and operational efficiency. Support the identification of investment grade credit opportunities by analyzing key market trends, trading relationships, and conducting relative value analysis. Assist in portfolio optimization by building and maintaining models and processes that support active management and risk oversight. Help collaborate with investment grade corporate credit analysts to aggregate and synthesize credit views for timely and actionable implementation of investment ideas. Prepare and present regular updates to the Portfolio Management team, highlighting relevant analysis in support of investment strategies and performance goals. Contribute to the continuous improvement of investment processes through innovation, automation, and cross-functional collaboration. The experience you bring: Minimum of 5 years of experience in investment management, trading, or a related analytical role within capital markets. Strong understanding of fixed income markets, portfolio construction principles, mathematical and statistical principals, and risk management concepts. Demonstrated ability to build and maintain analytical tools and dashboards to support investment decisions. Proficiency in Bloomberg, Power BI, VBA, and Python is required; experience with SQL or other data tools is a plus. Excellent communication skills, with the ability to clearly present complex data and insights to investment professionals. Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. Bachelor's degree in Finance, Mathematics, Economics, Engineering, Computer Science, or a related field; advanced degree or CFA progress is a plus. What makes you stand out: Direct experience within the investment grade credit market You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $148,230.00 - $181,170.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Job DescriptionActively seeking an experienced Commercial Loan Portfolio Manager to: Participate with the Commercial Lender in meetings with the client or prospect at either the customer's place of business or at the bank offices. Assist the Commercial Lender by maintaining any CRM or Pipeline Reports, and assist in other sales management reporting. Attend internal sales meetings in support of business development activities. Support the Commercial Lender in client and prospect meetings. Assist the Commercial Lender to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be appropriately underwritten and decisions can be made for our customers in a expeditious manner. Assist the Commercial Lender by working jointly with the credit department to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk. Assist the Commercial Lender by working independently with the centralized Loan Documentation staff to request all required documentation for the loan, to include documentation in regards to participated loans. Assist the Commercial Lender by conducting loan closings and monitoring the portfolio Assist the Commercial Lender by scheduling, attending, and participating in the Lender Annual Review, including an update of collateral valuations. Be actively involved in community activities that will promote the bank and/or assist in business development. Job Requirements 5+ years of C&I and CRE loan underwriting/portfolio management experience Bachelor's degree in business, accounting or equivalent training and experience(preferred) Knowledge of commercial credit products, concepts, processes, and functions Knowledge of business management and planning tools, including financial statements and ratios, budgets, inventory and accounts receivable turnover Ability to analyze and interpret financial statements, business reports and legal documents Knowledge of applicable federal/state banking regulations Effective math skills, including ratios, percentages, interest and amortization Good judgment and problem solving skills For further consideration towards this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a seasoned Portfolio Manager in Los Angeles or Orange County, CA. This role focuses on expanding, building, and maintaining a portfolio of corporate banking loan relationships Essential Functions: * Responsible for managing and servicing a portfolio of existing loan relationships. * Responsible for expanding and building relationships with a high degree of resultant customer satisfaction. * Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, underwriting, monitoring credit performance and assisting with loan presentations. * Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. * Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. * Assists bankers with new and existing loan requests and other special projects. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in Finance, Business or other related field and 6+ years of banking, relationship management, lending, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Extensive knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. * Strong working knowledge of banking products, services, policies, procedures and regulations. * Advanced credit skills in underwriting, financial modeling, valuations and adherence to policy. * Requires excellent customer service, relationship, organizational, analytical and creative problem solving skills. * Ability to meet deadlines. * Must have excellent communications skills, both verbal and written. * Knowledge of various software applications including word processing and spreadsheets. Benefits: * Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! * 401(k) plan, competitive compensation in line with work experience. * Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements * Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within * Tuition Reimbursement for qualifying employees * Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. This position is eligible to earn a base salary in the range of $106,000 - $130,000 annually depending on job-related factors such as level of experience.

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview East West Bank is seeking a Portfolio Manager for the Healthcare Finance specialty lending group responsible for underwriting, credit monitoring and portfolio management. Primary responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross selling/referring opportunities of other services. Responsibilities Underwrite, manage and structure commercial lines of credit, real estate, and cash flow leverage transactions according to the Bank establish guidelines and policies In depth working knowledge of ABL revolvers including evaluation of borrowing bases, field exams, and collateral monitoring Ongoing monitoring of credit/covenant compliance Analyze and create financial loan memorandums to generate new loans and modifications Manage the renewal process by working with the client and the credit department including increase/amendment/waiver Partner with the Relationship Manager as the point of contact for the client; acting as a liaison to the credit department, the commercial support staff and other internal business partners Ensure compliance with EWB regulatory and credit requirements Responsible for credit risk and quality of the portfolio Develop problem loan credit solutions Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines Determine the merits of specific loan requests and recommend structure as well as aggressively managing the client relationship Assist with due diligence/analysis with new client relationships and opportunity memos as appropriate As appropriate assist in the development of junior bankers, credit analysts, and relationship associates Make presentations on specific loans and participate in the bank's loan approval process, recommending approval and appropriate structure of credits Perform other administrative duties required for the maintenance of a portfolio of clients May perform other duties as assigned Qualifications Bachelor's degree or combination of education and directly related experience 7+ years commercial banking and direct portfolio management and/or underwriting experience (OR 4 years experience for Portfolio Officer) Demonstrates strong underwriting and projection skills Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits Develop problem loan credit solutions Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full service solutions to the company Excellent presentation, verbal & written communication skills Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $90,000.00/Yr. - USD $170,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide "best-in-class" service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR") Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: College graduate with major in related fields. Experience: 7-10 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $130K - $170K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Responsible for creating credit spreads by spreading the financial statements of corporate and individual borrowers and performing cash flow analysis on the borrowers in the SBA loan portfolio. Assists SBA Underwriters and Underwriting Manager in overall management of credit clients, to include: requesting and collecting quarterly and annual financial statements, testing against Key Performance Indicators, and financial covenants; analyzing historical and projected financial performance, collateral values, and comparative industry data. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Analyzes, structures and recommends approval or decline of various servicing actions including collateral substitutions, additional guarantors, etc. Ensures that SBA loans are maintained in accordance with covenants, bank policies and procedures and SBA Standard Operating Procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for spreading the financial statements and tax returns of clients and prospective clients. Responsible for performing a thorough review of current and prospective clients by gathering and analyzing their background credit and legal information, to validate their credit worthiness and legal standing. Performs independent credit analysis of loan packages (i.e. prepare financial analysis of business and personal tax returns and financial statements). May be involved in underwriting and completion of Credit Approval Memos (CAM), as needed, for smaller credit transactions on an independent basis. Makes independent decisions regarding whether credit should be approved. Establishes and maintains loan ticklers in bank systems for SBA portfolio Prepares Risk Rating change memos Tests and prepares Key Performance Indicators, Loan Covenant Compliance and Annual Reviews Works with Loan Servicing to ensure loans are boarded correctly to ensure data integrity Reviews daily overdraft report on assigned accounts. Works with respective SBA BDO's to avoid losses on overdrafts. Ensures adherence to the Bank's loan policies as well as SBA Standard Operating Procedure, and actively incorporates them when underwriting credit. Orders various third party reports timely, such as, collateral audits, and appraisal environmental reports; and develops an adequate knowledge of appraisal and environmental reports and policies. Ensures compliance with all applicable regulations, policies and procedures, and stays abreast of emerging changes to banking regulation and completes bank training courses on-line. Prepares and uploads monthly 1502 Reporting Reviews monthly Borrowing Base Certificates Familiar with FISERV and Navigator operating systems Actively initiates problem loan identification and administration, as required. Writes Problem Loan Status Reports (PLSR's) as required by policy and quarterly Risk Rating Certifications. Responsible for ongoing proactive and correct identification and monitoring of Risk Ratings for Borrowers under the Risk Rating Policies of the Bank; to ensure there are not Risk Rating upgrades or downgrades, when audited by internal or external auditors. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS Bachelor's degree in accounting, finance, economics or related field required, or non-business related degree along with sufficient coursework such as Risk Management Association, Omega credit training, or in-house financial institution credit training. Four (4) or more years of related work experience and/or training preferred. Proficiency in Intermediate/Financial Accounting 1 and 2 required. Financial analysis experience related to business and individual financial statements and tax returns preferred. Sunwest Bank will not discriminate against any applicant or employee based on applicable federal, state, or local laws. Sunwest Bank is an Equal Opportunity Employer / Affirmative Action / Disabled / Veterans Sunwest Bank is an “At Will” employer. This means that either you or Sunwest Bank may terminate the employment relationship at any time for any reason not expressly prohibited by law. Any written or oral statement to the contrary by a supervisor, corporate officer, or other agent of Sunwest Bank is invalid and should not be relied upon by any prospective or existing employee.

Application Deadline: 01/01/2026 Address: 4400 MacArthur Blvd. Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies. Develops investment proposals and participates in meetings with prospects/clients. Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform. Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations. Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines. May provide specialized support for other internal and external regulatory requirements. Oversees the design, development, and implementation of tools and training required to deliver business results. Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions. Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements. Leads/supports contract negotiations with vendors, balancing cost, risk and performance. Leads/participates in the design, implementation and management of core business/group processes. Develops and manages a business/group program. Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Performs sales & service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. MBA or Finance certification preferred. In-depth / expert understanding of portfolio management principles and asset mix determination. In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. In-depth / expert knowledge of equity and fixed income markets. In-depth / expert understanding of tax-related issues affecting investments. In-depth / expert knowledge of the regulatory environment. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary: $112,200.00 - $209,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

At Citizens, we're more than a bank and here you'll experience new things, create new opportunities, think beyond your role, and make an impact. While in this role, you will oversee 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 as needed client support for an assigned portfolio of existing restaurant finance and retail petroleum credits. Most importantly, you'll feel valued for you are and supported to achieve what's important to you, personally and professionally. Primary responsibilities include + Assist with processing loan modifications, tracks and collects financial reporting and covenant compliance. + Develop solutions and alternative to modifications, including financial covenant structuring. + Engage with existing customers on a specific financial analysis or account management issue. + Work diligently in managing assigned credits to present information in an organize manner. + Responsible for managing the existing portfolio of credits through verification and analysis of financial and collateral information. + Use independent judgment and discretion to complete credit memos, cash flow coverage, projections, collateral coverage, spreads, and risk ratings for assigned credits. + Work with an assigned group of PMs in support of the activities noted above for moderate to complex credits. + Interpret financial statements and make recommendations based on the analysis completed and will advise findings to PM or RM. + Answer financial analysis or modeling questions for other credit analysts. + Handle multiple accounts on your own, engage in 1:1 client contact, and actively participate in risk discussions. Qualifications, Education, Certifications and/or Other Professional Credentials + Proven experience in credit and risk administration, with a strong understanding of credit policy and compliance requirements. + Proficiency in financial analysis, modeling, and risk evaluation, including interpreting financial statements and advising on findings. + Demonstrated ability to manage and maintain portfolios, including loan modifications and covenant compliance. + Capable of independently completing credit packages, including terms and conditions, cash flow and collateral coverage worksheets, and risk ratings. + Strong judgment and discretion in credit decisioning and client engagement. + Effective communicator with clients and internal stakeholders, including Credit and Portfolio Managers. + Comfortable handling multiple accounts and participating in risk discussions. + Collaborative mindset with experience supporting credits and mentoring peers on financial analysis and modeling. + Maintains up-to-date knowledge of market trends and industry developments relevant to restaurant finance and retail petroleum sectors. Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F Pay Transparency The salary range for this position is $65,000 - $78,000y per year, plus an opportunity to earn an annual discretionary bonus. 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 every 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. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth 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.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. We are seeking a PM / Analyst to join our Commodities desk and specialize in US or International Natural Gas or Petroleum markets. In this role you will work with the MD and team to develop trade ideas based off fundamental and structural analysis. Our ideal candidate will have a history of generating successful trade ideas translating to PnL or a strong quant / analytics background with a desire to run risk and develop trade ideas. This individual will be able to articulate what their possible edge might be, particularly if they have not directly run and deployed risk before. REQUIREMENTS Bachelor's degree from an accredited institution demonstrating strong academic credentials Minimum of five (5) years of successful experience and deep knowledge in Natural Gas or Petroleum markets at a prominent buy-side or sell-side institution Prior experience in risk sizing, trade execution and portfolio management is helpful although not essential. We will help candidate develop these skills and become PM if originating from analyst background Creativity in problem solving and strong attention to detail. A commonsensical approach to investing Strong quantitative skills with a knowledge of statistics, mathematics, computer science, economics a big plus Programming skills, preferably in Python, is helpful but not essential Good communication and ability to effectively communicate research results and ideas. Desire to work in a collaborative environment and as part of broader team Astute ability to respect, listen to, and collaborate well with colleagues and clients Exceptional work ethic and ability to succeed in a high intensity environment Low ego, good sense of humor, emotional maturity, and humility to accept developmental feedback Strength of conviction without stubbornness BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 265,000.00 - $ 360,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

*Portfolio Manager II - Middle Market, Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.). *Role:* Underwrite and manage cash-flow and asset-based loans ≥$25.0 million for the national Food & Beverage ("F&B") platform across the sponsor and strategic channels. Target Borrower profiles, both private and public, have EBITDA >$10.0 million and Revenue >$100.0 million. Structures typically include revolvers, term loans, delayed draw term loans, and CAPEX lines across multiple product lines. Transaction types typically include leveraged buyouts, management buyouts, refinances, growth capital, recapitalizations, add-on acquisitions, etc. *Underwriting:* Lead or support due diligence efforts as Agent or Participant for Borrowers across the F&B value chain (i.e. manufacturers, processors distributors, grocers, etc.). Core competencies include historical and projected financial statement analysis, dynamic 3-statement financial modeling, credit memorandum preparation, legal documentation and loan closing. Focus areas often include commodity/labor/freight management, customer and supplier terms, capital intensity and utilization, product/channel/customer/supplier stratification, food safety, etc. *Portfolio Monitoring:* Manage a portfolio of Borrowers across multiple F&B subsectors with various structures, roles, commitments and risk ratings. Perform monthly/quarterly and annual reviews covering financial performance, risk ratings, capacity to repay, covenants, etc. Evaluate credit requests to assess creditworthiness, prepare the corresponding approval memorandums, and document waivers/consents/amendments, as applicable. Focus areas often include same-store sales, input costs, consumer demand, tariffs, inflation, etc. WHAT WILL YOU DO? * Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. * Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. * Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree in Finance, Business, or related field * Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Intermediate analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-JO1 \#GD-JO \#CA-JO

Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a CRE Portfolio Manager II you will assist CRE Relationship Managers in more complex, commercial real estate loan activity and the underwriting and funding of loans. Develop and analyze credit information. Prepare credit offerings, working closely with CRE Relationship Managers, Credit Administration, and Loan Administration to close transactions originated by the CRE Relationship Manager. Prepare credit write-ups, furnish information relative to credit inquiries, and provide assistance to CRE Relationship Managers and Credit Administration. Monitor borrower financial information, including inventory reporting, covenant compliance, maturities, and delinquencies, and provide accurate assessments of ongoing financial stability. Manage a CRE portfolio of borrowing clients with responsibility for portfolio quality.In this role you will have the opportunity to: Analyze and investigate credit and financial information on prospective and existing customers. Perform credit inquiries for the Bank and analysis of data provided by credit bureaus, other financial institutions, and Bank files. Provide loan documentation and support activities. Prepare credit requests, modifications, and extensions within the portfolio. Provide credit and project analysis, risk assessments, summaries, and recommendations for CRE Relationship Managers on new and existing credits. Responsible for the tracking and analysis of financial information of new, renewed, and existing loans. Monitor loan terms for covenant compliance on existing loans. Regularly establish, review, and update new and existing loan files. Ensure maintenance of the loan monitoring system. Responsible for the management of financial information files to ensure current reports, statements, accounts receivable, and other information on customer accounts. Manage credit files to ensure receipt of current and accurate financial information, including tax returns, inventory, credit reports, financial statements, cash flows, and contingent liabilities. Responsible for all master file maintenance, quality, and the corresponding loan reviews. Assist CRE Relationship Managers in establishing and maintaining proper documents related to the perfection of the Bank's lien position on loans secured by various collateral. Provide technical or advisory assistance to CRE Relationship Managers as requested. Maintain loan policy manuals and updates. Perform site visits of existing and potential projects as necessary. Responsible for (in conjunction with CRE Relationship Manager) managing portfolio priorities, including reporting issues, maturities, delinquencies, and loan performance (including construction progress through absorption and lease-up performance, covenant compliance, and the appropriateness of ongoing risk ratings). Responsible for complying with policies, procedures, security requirements, and government regulations. Ensure adherence to company and credit policies, auditing procedures, and department goals and standards. Ensure compliance of the Bank's credit policies. Education & Certifications Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required (an equivalent combination of education and experience may be considered) Experience 6 or more years of banking credit analysis experience required. Knowledge, Skills and Abilities Advanced analytical skills and working knowledge of financial accounting with ability to spread and analyze financial statements, cash flows, and tax returns for companies and individuals with moderate to complex structures to determine financial support feasibility for credit requests. Knowledge of company formation structures with ability to identify borrowing and guaranty structures. Advanced understanding of portfolio management priorities, including reporting issues, concentrations, maturities, delinquencies, and loan performance (including construction progress through absorption and lease-up execution, covenant compliance, and the appropriateness of ongoing risk ratings). Possess excellent verbal and written communication, organizational, and interpersonal skills. Ability to effectively manage customer relationship and maintenance issues in the absence of CRE Relationship Managers. Ability to understand client needs, identify potential cross-sell opportunities, and participate in team calling goals involving joint retention calls and prospecting activity. Proficient in Word, Excel, Access, and other similar programs. Knowledge of federal and state laws and regulations relating to Commercial Real Estate Lending. Travel 20% Compensation & Benefits Targeted starting compensation range is based on location and experience: $131,319 - 154,493 Incentive and commission compensation may be awarded for eligible roles Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays 401k (up to 4% match with immediate vesting) Tuition reimbursement up to $5,250 annually (minimum service requirement) Read more about these and additional benefits at: Employee Benefits \u007C Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Job Title: Vice President, Portfolio Manager - Innovation/Tech ABL What you'll do: As Portfolio Manager III you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified. You'll assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker. As a Portfolio Manager III - Commercial you'll be responsible for assuring compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. The ideal candidate will have an interest in working with venture-backed technology companies. * Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis. * Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval. * Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. * Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees. * Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio. What you'll need: * 6+ years of related experience in Portfolio Management or similar field. * Bachelor's degree or equivalent experience required. * Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. * Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. * Intermediate to advanced knowledge of commercial credit and loan structuring, and pricing dynamics. Credit analyst training completed. * Advanced speaking and writing communication skills. Compensation: Salary range for new hires is generally $130,400.00 - $161,083.00 for San Diego, CA. Salary range for new hires is generally $130,400.00 - $161,083.00 for Costa Mesa, CA. Salary range for new hires is generally $139,095.00 - $171,821.00 for San Francisco, CA. Salary range for new hires is generally $130,400.00 - $161,083.00 for Chicago, IL. Salary range for new hires is generally $130,400.00 - $161,083.00 for Denver, CO. Salary range for new hires is generally $139,095.00 - $171,821.00 for New York, NY. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation

Supports the overall credit and portfolio management function for the Inland Empire Regional Office. Facilitates comprehensive credit analysis of existing and potential clients, assists in the management of risk in existing relationships to protect the financial health of the Bank, keeps informed as to the status of loans in the office portfolio, provides relationship managers with support in underwriting and business development, and provides financial counsel to current and prospective customers, while ensuring adherence to all Bank policy and procedures. Calls on potential and existing customers to develop new business and increase or retain existing business relationships. Keeps informed as to the status of loans in their portfolio. Handles complex accounts and makes credit recommendations independently. Location: Ontario, California Salary: $120,000 - $140,000

At Citizens, we're more than a bank and here you'll experience new things, create new opportunities, think beyond your role, and make an impact. While in this role, you will oversee 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 as needed client support for an assigned portfolio of existing restaurant finance and retail petroleum credits. Most importantly, you'll feel valued for you are and supported to achieve what's important to you, personally and professionally. Primary responsibilities include Assist with processing loan modifications, tracks and collects financial reporting and covenant compliance. Develop solutions and alternative to modifications, including financial covenant structuring. Engage with existing customers on a specific financial analysis or account management issue. Work diligently in managing assigned credits to present information in an organize manner. Responsible for managing the existing portfolio of credits through verification and analysis of financial and collateral information. Use independent judgment and discretion to complete credit memos, cash flow coverage, projections, collateral coverage, spreads, and risk ratings for assigned credits. Work with an assigned group of PMs in support of the activities noted above for moderate to complex credits. Interpret financial statements and make recommendations based on the analysis completed and will advise findings to PM or RM. Answer financial analysis or modeling questions for other credit analysts. Handle multiple accounts on your own, engage in 1:1 client contact, and actively participate in risk discussions. Qualifications, Education, Certifications and/or Other Professional Credentials Proven experience in credit and risk administration, with a strong understanding of credit policy and compliance requirements. Proficiency in financial analysis, modeling, and risk evaluation, including interpreting financial statements and advising on findings. Demonstrated ability to manage and maintain portfolios, including loan modifications and covenant compliance. Capable of independently completing credit packages, including terms and conditions, cash flow and collateral coverage worksheets, and risk ratings. Strong judgment and discretion in credit decisioning and client engagement. Effective communicator with clients and internal stakeholders, including Credit and Portfolio Managers. Comfortable handling multiple accounts and participating in risk discussions. Collaborative mindset with experience supporting credits and mentoring peers on financial analysis and modeling. Maintains up-to-date knowledge of market trends and industry developments relevant to restaurant finance and retail petroleum sectors. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F Pay Transparency The salary range for this position is $65,000 - $78,000y per year, plus an opportunity to earn an annual discretionary bonus. 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 every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** .

**Role Summary/Purpose:** As the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture & Electronic portfolios within the Home & Auto business segment you will hold full ownership of credit management activities and drive P&L outcomes that support the company's financial objectives. You will lead credit and operational risk assessments, credit policy enforcement, delinquency and fraud mitigation, and portfolio monitoring. In addition, you will influence deal structuring, pricing strategy, and evaluation of new portfolios and programs to optimize performance. This role serves as the primary credit liaison to the clients and internal teams, requiring strong cross-functional collaboration and leadership in delivering business and functional initiatives. **_Our Way of Working_** **_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._** **Essential Responsibilities:** + Own the partnership with the client to minimize risk exposure for both Synchrony and the retailer partners, while strategically growing the portfolio. + Collaborate effectively across functions to promote sustainable portfolio growth, enhance client satisfaction, and improve the customer experience within established risk guidelines. + Develop and deliver comprehensive presentations to clients and leadership that communicate credit performance and support data-driven decision making. + Champion innovative credit, fraud and authentication risk strategies by leveraging champion/challenger approaches to optimize portfolio performance + Provide credit oversight and expert input on deal renewals, new products, and pricing decisions, ensuring alignment with the company's risk appetite and portfolio objectives. + Set clear expectations and guidelines regarding risk tolerance and prudent portfolio growth to internal stakeholders. + Maintain a credible, constructive challenge to critical credit decisions and business processes to safeguard portfolio integrity. + Lead planning and coordination efforts with client teams to align business plans and strategic priorities. + Mentor and develop credit team members by imparting technical knowledge and fostering business acumen. + Undertake other responsibilities and special projects as required to support organizational goals. + Perform other duties and/or special projects as assigned. **Qualifications/Requirements:** + Strong programming skills in SAS, R, or Python with extensive experience analyzing large data sets using advanced modeling & data mining techniques to generate strategic, actionable credit insights. + Proficient experience with Tableau, SAS Visual Analytics, or similar tool + Demonstrated intellectual curiosity and a proactive approach to exploring complex credit risk challenges, continuously seeking innovative solutions and data-driven insights to enhance portfolio performance. + Proven leadership experience operating at a strategic level within cross-functional teams. + Bachelor's degree with 5+ years in a strategic analytical role, or alternatively, 9+ years of equivalent strategic analytical experience without a bachelor's degree. + Minimum of 5 years of leadership experience in portfolio management, emphasizing credit strategy, credit policy, and effective internal and external communications. + Demonstrated experience developing consumer credit risk strategies. + Excellent communication and presentation skills with the ability to engage and influence Synchrony senior leaders and client stakeholders + **Ability and flexibility to travel for business as required** **Grade/Level: 12** The salary range for this position is **135,000.00 - 230,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. **Eligibility Requirements:** + You must be 18 years or older + You must have a high school diploma or equivalent + You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process + You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. + New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Our Commitment:** When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. **Reasonable Accommodation Notice:** + Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. + If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time **Job Family Group:** Credit

The Chief Investment Relations Officer (CIRO) will lead investor engagement, fundraising strategy, and capital communications across BaRupOn's growing portfolio. This executive role will shape financial narratives, manage investor relationships (VCs, PE firms, family offices), support capital raises, and represent the company at investor events, conferences, and in due diligence discussions. The CIRO will ensure investor transparency, maximize value communication, and align investment messaging across all business units. Key Responsibilities Develop and implement a strategic investor relations plan aligned with growth and capital needs Manage investor communications, quarterly updates, roadshows, and digital investor portals Lead capital raise initiatives (Series A/B/C, infrastructure financing, debt placement, etc.) Maintain and expand relationships with institutional investors, venture capital, and private equity firms Prepare investor materials: pitch decks, term sheets, performance reports, and press releases Monitor capital market trends and investor sentiment to guide funding strategy Represent BaRupOn in investor meetings, earnings briefings, and high-stakes negotiations Collaborate with legal and finance teams to manage disclosures, financial reporting, and compliance Qualifications Bachelor's or Master's in Finance, Business Administration, or Economics (MBA preferred) 10+ years of experience in investment relations, corporate finance, or private equity fundraising Demonstrated success managing multi-round capital raises, investor targeting, and retention Familiarity with energy infrastructure, biotech, advanced manufacturing, or regulated industries Exceptional communication, storytelling, and presentation skills for high-level audiences Experience working with CRMs, data rooms, and investor reporting tools (Carta, Affinity, HubSpot, etc.) Preferred Skills Experience leading IR functions in high-growth, cross-sector companies Knowledge of SEC guidelines, Reg D offerings, and public/private placement rules Track record of supporting IPOs, SPACs, or institutional fund partnerships Strong network in venture, institutional, or impact investing circles Benefits Executive salary and capital performance bonus Equity participation or profit-sharing incentives Health, dental, and vision insurance 401(k) with employer match Paid time off, executive coaching support, and investor event travel coverage

BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN THE OPPORTUNITY Responsible for providing financial, credit, and trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and prospects. Monitors assigned credit relationships for covenant compliance, collateral monitoring, and credit deterioration, as applicable. Conduct annual reviews of loans and identify any risk rating changes. Keeps apprised of industry related, political and regulatory issues to determine their impact on specific industries or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is responsible for determining the credit worthiness of the Borrower and recommending credit decisions to Credit Administration. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU'LL MAKE A DIFFERENCE Independently evaluates and structures lower complexity credit requests, including, but not limited to asset-based lending, term loans, and commercial real estate loans.. Performs independent credit analysis and risk assessment of new and existing credit requests. Including, but not limited to, preparing analysis of financial statements, and various other third party reports such as property appraisals. In conjunction with Relationship Manager, involved in drafting loan documents prepared by outside law firm or in-house counsel. Recommends credit actions by preparing the Credit Approval Report (“CAR”) which is submitted to Credit Administration for final decisioning. Works with Loan Administration team to obtain due diligence information needed to underwrite the credit request, perform risk rating reviews, and/or monitor covenant compliance and ticklers. Reviews the Letters of Interest (LOI) and insures consistency between the loan documents and the CAM. May make joint customer calls with RM to assess client's needs, business, and management team. Ensures compliance with all applicable regulations, policies and procedures. Keeps up with changes to banking regulation and completes bank training courses on-line, and on time. Has intermediate knowledge of appraisals, borrowing base reports, and collateral exams. Completes Problem Loan Status Reports (PLSRs) with guidance from manager. Responsible for ongoing proactive and correct identification and monitoring of Risk Ratings for Borrowers under the Risk Rating Policies of the Bank. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Performs other duties and projects as assigned. WHAT YOU'LL BRING Bachelor's degree in accounting, finance, economics or related field and/or 3 years of related work experience. Formal credit training and/or Intermediate/Financial Accounting 1 and 2 preferred. Intermediate/Financial Accounting 1 and 2 needed. Work related experience should consist of a good to strong understanding of lending, specifically, cash flow and collateral analysis and loan structuring. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Working knowledge of the Bank's Loan Policies and Standards. Strong skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook. Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Effective organizational and time management skills. Exceptional oral, written and interpersonal communication skills. Analytical writing skills a must. Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments. Ability to comprehend and explain financial calculations and pricing alternatives Ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed. Ability to deal with complex difficult problems involving multiple facets and variables in non-standardized situations. Ability to work with little to no supervision while performing duties. HOW WE'LL SUPPORT YOU Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.