Jobs near Bay Area: 7,457
RS
Relevance Score ranked on: PORTFOLIO MANAGER
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Senior Client Portfolio Manager/OCIO Nonprofit Specialist
San Francisco
The Senior Client Portfolio Manager/ OCIO Nonprofit Specialist is primarily responsible for multi-asset class client portfolio strategy and oversight, regular servicing and communication, and sales participation with the Bank’s largest and most sophisticated nonprofit discretionary OCIO clients and p...
Search Terms: Portfolio Manager, CIO, Specialist, Portfolio, Manager
89
0mi
Updated: May 31
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Portfolio Manager
San Francisco
Under general supervision, maintains a commercial loan portfolio of secured and unsecured loans and lines of credit; provides a superior level of customer service to all current and prospective customers and tracks a variety of systems to ensure compliance with the loan agreement covenants. Employees...
Search Terms: Portfolio Manager, Manager, Portfolio, Credit Analyst, Compliance
87.1
1.3mi
Updated: May 30
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Portfolio Manager Tech and Life Sciences
San Francisco
Portfolio Manager. Under general or minimal supervision, and in conjunction with R - Ms, manages the moderately complex aspects of a portfolio of existing customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial servic...
Search Terms: Portfolio Manager, Manager, Portfolio, Science, Tech
86.8
1.7mi
Updated: May 30
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Portfolio Manager Tech and Life Sciences
San Francisco
Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains an in-depth understanding of commercial, economic and financial circumstan...
Search Terms: Portfolio Manager, Manager, Portfolio, Science, Tech
86.8
1.7mi
Updated: May 30
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Expert Portfolio Manager
Oakland
We are seeking a highly motivated, organized, and capable strategic thinker to support initiatives focused in the area of Strategy and Planning that will enable EE to support its strategic plan vision. The successful candidate will support development of a robust EE internal strategy and internal and...
Search Terms: Portfolio Manager, Manager, Portfolio, Expert, Support
84.8
11mi
Updated: June 11
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Relationship Manager - Commercial Real Estate
San Francisco
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Relationship Manager, Real Estate, Commercial, Relationship, Portfolio Manager
80.6
0mi
Updated: June 07
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Aladdin Business, Client Experience, Associate
San Francisco
Own, alongside client team, the comprehensive oversight and delivery of service for clients of the Aladdin® business, connecting multiple partner teams to deliver a cohesive client experience. Own relationships with client SME’s and “super-users” of the platform. Develop a deep understanding of your ...
Search Terms: Business, Operations Analyst, Associate, Experience, Portfolio Manager
76.7
1.3mi
Updated: May 31
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Expert Portfolio Management Specialist
Oakland
This position will have responsibility for supporting the Electric and Gas Operations Change Control process and related activities, as part of a team of several colleagues. Our dynamic budget management activities entail coordination of change requests with clients, collaboration with Business Finan...
Search Terms: Management, Specialist, Portfolio, Portfolio Manager, Operations
75.1
11mi
Updated: June 15
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Associate, Separately Managed Accounts Portfolio Specialist
Sausalito
Support the portfolio management and trading teams’ operational workflows. Review and validate incoming client trade and analysis requests. Manage Salesforce-based request dashboards and workflows. Assign client trade and analysis requests to Portfolio Managers and Traders. Reply to diverse internal ...
Search Terms: Associate, Specialist, Portfolio, Portfolio Manager, Account
72.9
8.6mi
Updated: May 18
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VP - Head of Risk, Quant and Portfolio Construction – San Mateo, CA
San Mateo
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries ...
Search Terms: Construction, Portfolio, VP, Risk Analyst, Portfolio Manager
71.8
15mi
Updated: May 19
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