Assist in the review and measurement of Bank Borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk.
Subject Matter Expertise: Partner closely with Investment Banking peers to ensure effective delivery of complex financing solutions to TCCB clients through industry specific lens; responsible for maintaining extensive level of knowledge of corporate banking, investment banking and commercial banking solutions, in addition to market trends and business drivers.
15% Span of Control (include # direct reports): no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
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Senior Commercial Portfolio Manager Fifth Third Bancorp
li>Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
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Senior Market & Investor CRE Portfolio Manager First Horizon Corp
ROLES AND RESPONSIBILITIES - COMMERCIAL LOAN ORIGINATION PROCESSES Provide an analysis of real estate projects and spread financial statements as provided by Commercial Relationship Manager Prepare Loss Given Default and Probability of Default models for new and renewal opportunities Provide supporting documentation and participate in Deal Team meetings between Relationship Manager, Market Approvers and Credit Approvers Maintain responsibility for completion of the Credit Approval Package via the Commercial Credit Memo in nCinco and accompanying Credit Memo Narrative (as applicable) once engaged by Relationship Manager, and after receipt of Opportunity Memo explaining the request. Prepare annual reviews Update Loss Given Default and Probability of Default models according to required due dates, upon completion of construction or as a result of changing conditions that impact the risk profile Proactively manage upcoming loan maturities and renewals working with the Relationship Manager Monitor past dues and overdrafts working with the Relationship Manager to resolve Ensure loans are coded correctly on the loan system once approved and booked.
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Market & Investor CRE Portfolio Manager II First Horizon Corp
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, and mortgage banking services.
Maintain responsibility for completion of the Credit Approval Package via the Commercial Credit Memo in nCinco and accompanying Credit Memo Narrative (as applicable) once engaged by Relationship Manager, and after receipt of Opportunity Memo explaining the request.
Senior Lead Commercial Banking Portfolio Manager Wells Fargo & Co
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Determine the credit worthiness of prospective clients by analyzing financial statements, projections, appraisals, meeting and interviewing the prospective client's management team, analyzing and obtaining a detailed understanding of the prospective client's cash flows and balance sheet, leverage and key risks.
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USA SCIB Portfolio Manager, VP - CIB Lending Santander US
The role is responsible for quarterly and annual reviews, credit spreading, covenant monitoring, collateral monitoring, rating review support, amendment and waiver analysis, portfolio reporting, risk escalation and lifecycle coordination with Front Office, Credit, Agency, Operations and Transaction Management. The role is generic across business lines but requires the ability to support Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending and GTB-linked credit exposures.
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, and mortgage banking services.
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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Credit Portfolio Manager II The Toronto-Dominion Bank
Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Depth & Scope: Manages complex credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; may manage overall analytical support and workflow production needs for a department.
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USA SCIB Portfolio Manager, VP - CIB Lending Banco Santander (Brasil) SA
The role is responsible for quarterly and annual reviews, credit spreading, covenant monitoring, collateral monitoring, rating review support, amendment and waiver analysis, portfolio reporting, risk escalation and lifecycle coordination with Front Office, Credit, Agency, Operations and Transaction Management.
The Difference You Make:
The SCIB Portfolio Manager is a Vice President role within US SCIB COO Lending Solutions responsible for portfolio management, credit monitoring and credit administration activities across SCIB lending portfolios.
Kindly review our Privacy Notice and GLBA Consumer Privacy Notice.. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
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M&A Innovation and Asset Portfolio Manager Deloitte Touche Tohmatsu Ltd
The successful candidate will bring strong experience managing portfolios of tools and initiatives across their full lifecycle, scanning the external landscape for emerging trends and competitive signals, and engaging with vendors and technology partners to assess fit and value. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Senior Commercial Banking Portfolio Manager Wells Fargo Bank
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
• Bachelor's degree in Finance, Accounting or a related field • Five (5) years of experience in commercial underwriting • Subject Matter Expert level understanding of accounting and finance, financial statement and cash flow analysis • Preferences: Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience). The Portfolio Manager partners closely with Regions relationship managers to execute on the Bank's commercial loan origination strategy by working directly with Regions prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs.
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Waste Portfolio Manager Mondelez International Inc
We have corporate offices, sales, manufacturing and distribution locations throughout the U.S. to ensure our iconic brands-including Oreo and Chips Ahoy! cookies, Ritz, Wheat Thins and Triscuit crackers, and Swedish Fish and Sour Patch Kids confectionery products -are close at hand for our consumers across the country. The role partners closely with pillar owners and functional stakeholders to translate strategy into actionable plans, strengthen governance and accountability, track value delivery, and build the pipeline of future waste reduction opportunities.
li>Experience must include the following: Proficient familiarity with all major commercial aircraft and engine types; Financial and technical acumen concerning aircraft and engine leasing; Application of knowledge in market values and general maintenance programs for engines and aircraft. In the alternative, the employer will accept a Master's degree, or foreign equivalent, in Aviation Finance, Aerospace Engineering, or related field and 1 year of experience as an Investment Analyst, Financial Analyst, or related occupation.
li>AI & Productivity Tools: Demonstrated ability to effectively leverage modern AI tools (e.g., generative AI, code assistants, research and productivity tools) to improve quality, speed, decision-making, and workflow efficiency while maintaining strong judgment, accuracy, and ownership of outcomes.
Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in cash equities and futures.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Lead across the end-to-end product development lifecycle, partnering closely with R&D and Project Management to define and manage scope, owning the financial business case, and ensuring cross-functional alignment to deliver a successful launch.
This role serves as the primary liaison between the Enterprise Project Management Office (EPMO), Information Technology Lines of Business (LOB), and Finance partners, ensuring disciplined portfolio planning, value realization, and effective execution of project investments from ideation through closure.
SUMMARY The EPMO Portfolio Manager is a strategic partner responsible for building, maintaining, and optimizing the project investment portfolio in alignment with the banks strategic goals and business roadmap.
p>Assists the Commercial Banker in supporting the commercial loan closing process including communicating with Commercial Administration Support Analyst, and coordinating activities of outside service providers including attorneys, accountants, insurance providers and government agencies. Acts as a liaison between lending sales personnel, the commercial operation and service support groups, and performs various customer service roles related to administration and follow-up support for commercial loan and deposit relationships.
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Portfolio Program Manager - TELUS Health Telus Corp
We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world. The Portfolio Program Manager sits within the Portfolio & Organic Growth Office, acting as the central governance and program management lead for TELUS Health's product portfolio.
Each individual will play a key role in driving performance and innovation within one Commercial Insurance portfolio - Workers Compensation, Automobile, Property or Casualty - by leveraging data analytics, product and pricing strategy, underwriting strategy, and collaborative partnerships across the organization. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
The role is responsible for quarterly and annual reviews, credit spreading, covenant monitoring, collateral monitoring, rating review support, amendment and waiver analysis, portfolio reporting, risk escalation and lifecycle coordination with Front Office, Credit, Agency, Operations and Transaction Management.
The Difference You Make:
The SCIB Portfolio Manager is a Vice President role within US SCIB COO Lending Solutions responsible for portfolio management, credit monitoring and credit administration activities across SCIB lending portfolios.
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Portfolio Compliance Analyst Franklin Resources Inc
We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. The team partners with Portfolio Management, Trading, Investment Risk, and Operations to maintain accurate data, resolve issues, and support compliant trading activity.
p>The role partners closely with Portfolio Management, Trading, Analytics, Technology, Operations, Middle Office, and Product teams, contributing directly to fund and portfolio profitability through disciplined execution, strong controls, and scalable solutions.
- Develop and enhance analytical tools, controls, and automation solutions using Excel, SQL, and Python to improve scalability, efficiency, and risk reduction.
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Analyst, Portfolio Management Associate - CIB Lending Santander US
If you are interested in exploring the possibilities **We Want to Talk to You!** **The Difference You Make:** The SCIB Portfolio Management Analyst is an entry to early-career individual contributor role within US SCIB COO Lending Solutions responsible for supporting credit spreading, portfolio monitoring, covenant tracking, collateral monitoring, annual and quarterly review preparation and portfolio reporting across SCIB lending portfolios. **Education:** Bachelor Degree or equivalent work experience **Work Experience:** 0-3 years of relevant experience in credit analysis, finance, accounting, banking, lending operations, portfolio monitoring, agency, risk management or related roles.
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USA SCIB Portfolio Management Analyst - CIB Lending Santander US
The SCIB Portfolio Management Analyst is an entry to early-career individual contributor role within US SCIB COO Lending Solutions responsible for supporting credit spreading, portfolio monitoring, covenant tracking, collateral monitoring, annual and quarterly review preparation and portfolio reporting across SCIB lending portfolios. The role supports multiple products and business lines, including Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending and GTB-linked credit exposures.
The SCIB Portfolio Management Analyst is an entry to early-career individual contributor role within US SCIB COO Lending Solutions responsible for supporting credit spreading, portfolio monitoring, covenant tracking, collateral monitoring, annual and quarterly review preparation and portfolio reporting across SCIB lending portfolios. The role supports multiple products and business lines, including Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending and GTB-linked credit exposures.
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SCIB Portfolio Management Associate - CIB Lending Santander US
The SCIB Portfolio Management Associate is an individual contributor role within US SCIB COO Lending Solutions responsible for supporting portfolio monitoring, credit reviews, financial spreading, covenant tracking, collateral monitoring and lifecycle credit administration across SCIB lending portfolios. The role supports a range of business lines and products, including Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending and GTB-linked credit exposures.
As Director, Technology Portfolio Management, you will lead the enterprise portfolio management framework, ensuring technology investments align to strategic priorities, deliver measurable business value, and support long-term growth.
Experience partnering with Go-to-Market, Finance, and other Corporate Functions, supporting cross-functional initiatives spanning product, sales, marketing, customer success, finance, people operations, legal, and business operations.
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Commercial Real Estate Portfolio Management Officer III City National Bank of Florida
li>Supports Relationship Managers in the maintenance of existing loan client relationships by processing renewal/modification transactions related to upcoming maturing credits, including participating in any applicable restructuring of existing terms and conditions.
Supports Relationship Managers in their sales efforts, accompanying Relationship Managers on joint client and prospect calls, and supports other sales/client-oriented projects as needed, including but not limited to providing market research.
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Commercial Real Estate Portfolio Management Officer City National Bank of Florida
Supports Relationship Managers in the maintenance of existing loan client relationships by processing renewal/modification transactions related to upcoming maturing credits, including participating in any applicable restructuring of existing terms and conditions. Supports Relationship Managers in their sales efforts, accompanying Relationship Managers on joint client and prospect calls, and supports other sales/client-oriented projects as needed, including but not limited to providing market research.
p>Carnival Corporation & plc is the world's largest leisure travel company, our mission to deliver unforgettable happiness to our guest through our diverse portfolio of leading cruise brands and island destinations, including Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn in North America and Australia; P&O Cruises and Cunard Line in the United Kingdom; AIDA in Germany; Costa Cruises in Southern Europe.
Essential Functions:
Portfolio Management & Control: Maintain an accurate, end-to-end view of the project portfolio (plans, milestones, risks, issues, dependencies), Own and manage portfolio artefacts including roadmaps, dashboards, RAID logs, and integrated plans, Ensure consistency and quality of data across all initiatives.
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Lead, MAST Project Portfolio Carnival Global Brand
Carnival Corporation & plc is the world’s largest leisure travel company, our mission to deliver unforgettable happiness to our guest through our diverse portfolio of leading cruise brands and island destinations, including Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn in North America and Australia; P&O Cruises and Cunard Line in the United Kingdom; AIDA in Germany; Costa Cruises in Southern Europe. Portfolio Management & Control: Maintain an accurate, end-to-end view of the project portfolio (plans, milestones, risks, issues, dependencies), Own and manage portfolio artefacts including roadmaps, dashboards, RAID logs, and integrated plans, Ensure consistency and quality of data across all initiatives.
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Wholesale Portfolio Management Officer City National Bank of Florida
This includes conducting periodic portfolio reviews, analyzing borrower financial performance, identifying and escalating emerging risks, supporting client relationship teams with credit-related insights, and ensuring portfolio compliance with internal credit policies and regulatory guidelines.
Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at 305-577-7207 or by email at talent.attraction@citynational.com.
The SCIB Portfolio Management Associate is an individual contributor role within US SCIB COO Lending Solutions responsible for supporting portfolio monitoring, credit reviews, financial spreading, covenant tracking, collateral monitoring and lifecycle credit administration across SCIB lending portfolios. The role supports a range of business lines and products, including Infrastructure Finance, Structured Finance, Leveraged Finance, Investment Grade corporate lending and GTB-linked credit exposures.
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Business Portfolio Lead, Associate Director Deloitte Touche Tohmatsu Ltd
p>As an Associate Director in the Deloitte Technology-US (DT-US) Office of the CIO (OCIO) PMO team, you will leverage leading program and project management practices and methodologies to enable world class delivery of our major internal technology programs, while also serving as a Business Portfolio Lead supporting one of Deloitte's core business groups-Consulting, GPS, Advisory & Assurance, Tax, or Audit-or a designated Enterprise Solutions function.
Builds and maintains relationships with DT-US leaders, PxE leaders, product owners, and technical and non-technical teams; coordinates with business-aligned stakeholders to develop and maintain a current understanding of the assigned business portfolio, and provides PxE leaders with the portfolio intelligence and program status they need to engage effectively with business stakeholders.
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Senior Relationship Manager - Market Lead - Middle Market Canadian Imperial Bank of Commerce
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Identify product/service opportunities for other business units and participates in development of creative solutions to client needs, coordinates presentations, and brings in partners when appropriate.
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PMO MANAGER (PROJECT MANAGEMENT OFFICE MANAGER) Chiquita International LLC
p>POSITION OVERVIEW: Chiquita is seeking a PMO Manager to lead, evolve, and continuously mature the Project Management Office (PMO) framework, driving consistent execution, portfolio visibility, and executive-ready insights across the organization.
Beyond governance and reporting, the PMO Manager proactively evaluates project management practices, processes, tools, and performance insights to anticipate future needs and continuously improve productivity, efficiency, and delivery outcomes.
POSITION OVERVIEW: Chiquita is seeking a PMO Manager to lead, evolve, and continuously mature the Project Management Office (PMO) framework, driving consistent execution, portfolio visibility, and executive-ready insights across the organization. Beyond governance and reporting, the PMO Manager proactively evaluates project management practices, processes, tools, and performance insights to anticipate future needs and continuously improve productivity, efficiency, and delivery outcomes.
These insights support CIO decision-making and provide the Board with visibility into results and future direction.
Beyond governance and reporting, the PMO Manager proactively evaluates project management practices, processes, tools, and performance insights to anticipate future needs and continuously improve productivity, efficiency, and delivery outcomes.
The PMO operates as an enabler of value and execution excellence.
POSITION OVERVIEW: Chiquita is seeking a PMO Manager to lead, evolve, and continuously mature the Project Management Office (PMO) framework, driving consistent execution, portfolio visibility, and executive-ready insights across the organization.
li>Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels.
Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).
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Senior Project Manager, Project & Development Services Cushman & Wakefield
Please refer to the job title and job location when you contact us.
INCO: “Cushman & Wakefield”. The Senior Project Manager provides project management experience to designated projects and assignments for a particular client account, property portfolio, or large facility/complex through interaction with the client, property or facility management team, and project management staff.
You will employ a wide range of asset classes and capabilities, leveraging the knowledge from dedicated product specialists to address clients’ needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments, and wealth planning. You will leverage the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office (CIO) and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades, and asset allocation.
Assist in the review and measurement of borrower's conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk. Support the accurate review and evaluation of the financial condition and operating performance of C&I Borrowers, CRE Borrowers or Private Banking / Private Client Borrowers for new and existing loan exposures, increases, and modifications of terms/conditions.
This individual will coordinate and manage period-end close, budgeting and forecasting, statutory compliance and reporting and ensure accurate financial reporting and analysis for a portfolio of acquired companies, as well as lead projects impacting their accounting and provide guidance on the more complex accounting issues.
Prepare monthly and quarterly business reviews for portfolio companies that highlight results, remediation plans for underperformers, and strategic initiatives to drive organic growth to the senior management team.
