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Business Support - Identifies and pursues opportunities to grow CAB Lending relationships with other bank groups including Treasury Management, Private Banking and Wealth Management.
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Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. The Wealth Portfolio Manager provides portfolio management services for ultra-high-net-worth clients and institutional client accounts within the Private Bank, while meeting all compliance requirements for managing portfolios.
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Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services.
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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services.
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WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management.
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For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.
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The Sr. Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as cash flow, leverage, working capital, and collateral coverage.
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This specific position is in our Loss Mitigation group and will be responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfolio conditions.
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Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners.
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Works within the relationship management team to introduce existing clients to the breadth and depth of products and services of the Wealth Segment, showcasing capabilities to further business development objectives.
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The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio.
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Manager (Senior Associate), Private Credit Portfolio Management, Asset Management. $20bn of committed capital, the Macquarie Asset Management Private Credit (MAM PC) portfolio of infrastructure debt investments spans a number of industry sectors and geographies (predominantly the US, UK and Europe), with a particular focus on renewable energy (solar and wind), conventional power, traditional infrastructure assets (roads, rail, and airports), as well as digital infrastructure, social housing and an increasing exposure to core plus infrastructure.
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Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
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15+ years of related Treasury, FP&A, Finance, and/or Business Line CFO management experience at a regional bank or larger including at least five years in a management leadership role.
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business banking wealth management jobs Title: portfolio manager
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