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Portfolio Analyst Jobs in California

25 jobs

Markets Portfolio Analyst Woodland Hills Job Requisition Number 8036BR Locations where job may be based El Dorado Hills, San Francisco, Woodland Hills Work Schedule Full Time Employment Type Regular Term Employee There's never been a better time to join Blue Shield! Looking for a chance to do meaningful work that touches millions? Come join the hardest working, nonprofit health plan in...
Qualifications Job Specifications Required Education or Equivalent Experience Bachelor's degree in business Required Experience Five years of related work experience, to include commercial lending or portfolio management experience. Field of Experience Knowledge of lending markets, bank product areas and bank systems preferred. Good knowledge of commercial lending with experience as a comm...
Summary: The Portfolio Analyst s upports the Bank’s Healthcare Banking division by assessing and evaluating lending opportunities. In addition, the Analyst will assist in managing the group’s existing loan portfolio, including covenant compliance and monitoring, as well as annual reviews recommendations of guidance line approval limits for such relationships, while ensuring files are in complianc...
Responsibilities: • Focus for this position will be Reporting and Financial support of the OC PMO Portfolio of Projects. • Highly adaptable to engage in a fast paced, deadline driven work environment. • Provides analytical support for multiple, complex cross-functional projects simultaneously, maintaining work prioritization and time lines; coordinates with internal and external resources. • D...
Join a bank that’s as committed to your future as you are. At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our diverse colleagues are connected by a common ambition to create change for the better – from forging more dynamic career paths, to driving progr...
California Bank & Trust, a commercial bank that specializes in turning business and individual dreams and goals into success stories is currently seeking extraordinary, experienced talent for the role of Commercial Loan Portfolio Analyst. If you have a successful track record of working with commercial lending principles and underwriting loans, you might be the person we’re seeking. This is what...
Join a bank that’s as committed to your future as you are. At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our diverse colleagues are connected by a common ambition to create change for the better – from forging more dynamic career paths, to driving progr...
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon...
Description: 1605030 Qualifications: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of ...
Job Description: The Portfolio Analyst has primary responsibility for trade implementation and strategic rebalancing of new and existing client accounts. This involves regularly making and implementing tactical investment decisions for clients and/or recommending client investment selections from a broad range of individual securities after consideration of the Asset Allocation Committee Investme...
Responsible for the production of reports related to the bank’s loan portfolio. Assist other team members in research and analytics, develop databases, and become a key contributor of loan data at the portfolio level. Create SQL queries, MS Access forms/reports, and VBA code to extract and manipulate large datasets. Produce recurring and ad hoc reports, presentations, and visual dashboards. Dev...
Responsible for the production of reports related to the bank’s loan portfolio. Assist other team members in research and analytics, develop databases, and become a key contributor of loan data at the portfolio level. Create SQL queries, MS Access forms/reports, and VBA code to extract and manipulate large datasets. Produce recurring and ad hoc reports, presentations, and visual dashboards. Dev...
Since 1941, Banc of California (NYSE:BANC) has empowered California’s diverse private businesses, entrepreneurs and communities, provided full service banking and lending, and partnered with businesses, families and employees to achieve their dreams. Today, with over $8 billion in assets and over 100 banking and lending locations throughout California, we are large enough to meet our clients’ ban...
Qualifications Job Specifications Required Education or Equivalent Experience Bachelor's degree in business Required Experience Five years of related work experience, to include commercial lending or portfolio management experience. Field of Experience Knowledge of lending markets, bank product areas and bank systems preferred. Good knowledge of commercial lending with experience as a comm...
Commercial Bank Risk - Credit Risk Senior Analyst - Irvine, CA or Pasadena, CA-160012018 Job Description J.P. Morgan is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset managemen...
Overview: Western Asset Management, a large fixed income investment manager headquartered in Pasadena, California and with offices worldwide, is seeking a senior risk manager/quantitative modeler to join its quantitative risk management and modeling team in Pasadena. Responsibilities: The successful candidate will be Westerns main risk resource for corporate credit risk modeling, covering high ...
Opportunity Snapshot The Asset Manager role offers you the opportunity to expand your skills and experience in multiple areas, including client management, analysis, and the thriving data center niche within the commercial leasing industry. You will manage relationships with tenant customers at multiple properties where you will provide analytical insights to support business decisions at the pro...
GENERAL SUMMARY: The Senior Manager of Portfolio Management plays a key role in the effective delivery ofClient’s IT project portfolio. The area of responsibility spans the ownership of the portfolio roadmap, shaping portfoliogovernance processes, and day-to- day management oversight of the technology project portfolio for one or more functionalareas. This includes actively planning various aspect...
DUTIES: The Project Portfolio Analyst will liaison between IT teams and business clients in gathering information about LA Care projects for project planning, controlling and reporting purposes. QUALIFICATIONS & REQUIREMENTS EDUCATION: Required: Bachelor's Degree LICENSES/CERTIFICATIONS Preferred: PMP EXPERIENCE: Required: 5 years of experience managing small to mid-size Information Tec...
GENERAL SUMMARY: The Senior Manager of Portfolio Management plays a key role in the effective delivery of Client’s IT project portfolio. The area of responsibility spans the ownership of the portfolio roadmap, shaping portfolio governance processes, and day-to- day management oversight of the technology project portfolio for one or more functional areas. This includes actively planning various ...