Trabajos portfolio manager en Boston, Massachusetts - Page 9Crear alertas

Tax-Smart Portfolio Manager Associate. As a Tax-Smart Portfolio Manager Associate, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies. Daily portfolio management tax-aware separately managed accounts (SMA) portfolios, with the dual mand

Back 2d Portfolio Manager #1715 Boston, Massachusetts, United States Apply X Facebook LinkedIn Email Copy Job Description. Credit & Portfolio Admin Director. To analyze and underwrite credit requests for Bank prospects and customers, assist with due diligence activities, assist with the loan closing

This position demands deep expertise in asset allocation, manager research, macroeconomic analysis, and multi-asset, multi-manager portfolio construction, along with a strategic mindset to help guide investment decision-making. GTC is looking for a VP, Associate Portfolio Manager, who will primarily

Portfolio management - Prepare timely and insightful financial analysis and credit underwriting for a diverse, highly complex and sophisticated loan portfolio of not-for-profit organizations. Conduct ongoing credit risk rating risk reviews of existing portfolio on a minimum annual basis.

This professional is responsible for all aspects of portfolio management including transaction structuring, underwriting, credit approval, portfolio monitoring and problem loan identification for a portfolio that may consist of core Asset Based Lending (ABL), retailers and lender finance clients. He

Discuss deal structure, cash flow, collateral, and customer character with Relationship Manager (RM). Manage existing portfolio of customers by tracking and underwriting loan renewals and annual reviews. Credit & Portfolio Admin Director.

Manage Lease Administration and Advisory services for a multitude of portfolio and non-portfolio accounts (including, but not limited to, overseeing critical reporting for clients, broker(s) and senior leadership, reviewing and abstracting documents, and updating and maintaining all lease informatio

Institutional Portfolio Manager. In this high-impact role, you will leverage deep financial acumen to thoughtfully construct portfolios designed around client investment objectives. Portfolio Construction & OCIO Services:.

To analyze and underwrite credit requests for Bank prospects and customers, assist with due diligence activities, assist with the loan closing process, monitor and evaluate risk within the team portfolio. Discuss deal structure, cash flow, collateral, and customer character with Relationship Manager

Provide day-to-day support to senior Portfolio Managers and collaborate with junior analysts across the team. Citizens Bank is seeking an Associate Portfolio Manager to join its Subscription Finance & Services ("SFS") team. The SFS team manages a portfolio of private equity fund clients of varying s

Portfolio Management, including Financial Reporting and Covenant Tracking. Manage and update the interim report for the RMs portfolio. Provide Backup to other Relationship Managers/Relationship Administrators as needed.

The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K's equity investment strategies. This client-facing role will involve presenting various equity strategies and

May participate in periodic analysis of external managers, funds, or exchange traded funds (ETFs) to supplement portfolios. Mentors' other portfolio managers and members of the team, as appropriate. Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager - Investment

IP PORTFOLIO MANAGER, Technology Licensing Office, to provide timely, subject matter expert patent advice, guidance and insights to the Associate Directors, Licensing and Licensing Managers (Licensing Team) on patent management matters; and assume a wide range of responsibilities related to the fili

May participate in periodic analysis of external managers, funds, or exchange traded funds (ETFs) to supplement portfolios. Senior Client Portfolio Manager - Investments. Mentors other portfolio managers and members of the team, as appropriate.

The Climate Finance Portfolio Manager is responsible for the ongoing management of an assigned portfolio of commercial solar, battery storage, energy efficiency, and other climate-related project finance credit, in collaboration with the Climate Lending Team. Climate Finance Portfolio Manager. This

Portfolio Manager II (Commercial Lending). Manage timely collection and review of borrower reporting requirements and ensure covenant compliance across an assigned portfolio. Monitor revolving lines of credit tied to borrowing base reporting across an assigned portfolio.

Our bank client is seeking a Portfolio Manager – Commercial Lender to be based in the Boston, MA market.

Portfolio Management, including Financial Reporting and Covenant Tracking. Manage and update the interim report for the RMs portfolio. Provide Backup to other Relationship Managers/Relationship Administrators as needed.

We are seeking a highly motivated Vice President / Director to join our credit investment team as a Junior Portfolio Manager. This individual will work directly with the Portfolio Manager on oversight and execution across public credit strategies (High Yield Bonds, Broadly Syndicated Loans, ETFs, an

McLean, VA: $131,300 - $149,800 for Analyst, Specialty Underwriter & Portfolio Manager. The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio M

The Private Wealth Portfolio Manager provides portfolio management services for high net worth and institutional client accounts within the Private Bank, while meeting all compliance requirements for managing portfolios are met. In addition to managing client portfolios, the role will have responsib

Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience. Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios. SCS is looking to hire a full-time Client

Evaluates appropriateness of loan structure with Relationship Managers and Credit Product Managers as needed to meet client needs for new loans while ensuring Citizens' credit risk profiles are maintained. The Business Banking Operations Underwriter PM IV will independently interact with senior mana

A real estate investment firm is seeking a Portfolio Manager in Boston to oversee a diversified real estate portfolio. The ideal candidate will have over 5 years of experience in portfolio management, strong financial and analytical skills, and the ability to communicate complex information effectiv

This professional is responsible for all aspects of portfolio management including transaction structuring, underwriting, credit approval, portfolio monitoring and problem loan identification for a portfolio that may consist of core Asset Based Lending (ABL), retailers and lender finance clients. He

Property Manager - Multifamily Portfolio. Charlesgate Property Management is seeking a smart, organized, and proactive Property Manager to join our growing team. They also contribute to the overall performance of the portfolio which includes financial performance, physical building maintenance, and

Lead and participate in client meetingsboth independently and alongside Relationship Managerswith a strong emphasis on in-person portfolio reviews and relationship development. As a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working cl

SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related infor

Tax-Smart Portfolio Manager Associate. As a Tax-Smart Portfolio Manager Associate, you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies. Daily portfolio management tax-aware separately managed accounts (SMA) portfolios, with the dual ma

SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related infor

Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs. Construct optimized equity index portfolios for separ