Portfolio Manager Jobs in Los Angeles, CA
Flagstar Bank
$106023 - $165862 YEAR
Beverly Hills, CA
As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.
Flagstar Bank
$165621 - $223588 YEAR
Newport Beach, CA
Credit Quality: Working with portfolio managers, ensure proactive monitoring of portfolio credit quality (timely financial statement gathering, monitoring clients’ credit compliance, properly analyzing financial information, and recommending appropriate corrective actions to assure appropriate portfolio credit quality). The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, and portfolio management) and operational support specialists, but the Relationship Manager remains ultimately accountable for all aspects of the relationship.
Flagstar Bank
$165621 - $223588 YEAR
Beverly Hills, CA
Credit Quality: Working with portfolio managers, ensure proactive monitoring of portfolio credit quality (timely financial statement gathering, monitoring clients’ credit compliance, properly analyzing financial information, and recommending appropriate corrective actions to assure appropriate portfolio credit quality). The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, and portfolio management) and operational support specialists, but the Relationship Manager remains ultimately accountable for all aspects of the relationship.
Flagstar Bank
$95199 - $160514 YEAR
Beverly Hills, CA
Credit Quality: 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. New Business Origination: 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).
Disneyland Resort
$139200 - $170000 YEAR
Anaheim, CA
TECHNICAL COMPETENCY: Technically competent with various software programs such as construction management software and Microsoft suite of products (Excel, Word, PowerPoint, etc.) Use project and contract management systems in the daily operation of the business. TEAMWORK AND COLLABORATION: Assemble project teams with internal and external resources to complete all assigned projects and oversee to ensure that they are working as an integrated team in delivering against project goals.
Flagstar Bank
$141299 - $152561 YEAR
Beverly Hills, CA
As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.
MCM Property Management
Los Angeles, CA
The ideal candidate will have at least 3 years of experience in real estate portfolio management, be highly organized, attentive to detail, and motivated to help grow the portfolio. Company Overview: We are a privately owned real estate investment and asset management firm with a diverse portfolio of properties across Los Angeles.
Ultimate Staffing Services
$150000 annum
Pasadena, California
For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Manage a diverse book of client portfolios, ensuring alignment with clients' objectives, risk profiles, and long-term financial plans.
Regal Executive Search
Los Angeles, CA
A large and rapidly growing wealth management firm with approximately $2 billion of assets under management is seeking to fill the position of Portfolio Manager within a newly created Registered Investment Advisory (RIA). Client (Advisor) Development and Servicing Develops a deep understanding of RIA’s investment strategy and philosophy and delivers that information effectively face?to?face, via conference calls, and through presentations to advisors, end clients, and prospects.
East West Bank
$90000 YEAR
Pasadena, California
Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines.
The Symicor Group
$100000 annual
Los Angeles, CA
Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients.
East West Bank
$90000 YEAR
Pasadena, California
Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: This position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for potential revenue lift.
City National Bank
$41.83 - $66.81 HOUR
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Portfolio Manager is part of the Renewable Power & Project Finance Credit Management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s).
City National Bank
$111408 - $189738 YEAR
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
City National Bank
$41.83 - $66.81 HOUR
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
City National Bank
$48.66 - $82.86 HOUR
Los Angeles, California
Transaction types include (i) capital call and subscription facilities for managed Funds (RLCs used to bridge timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, dividend distributions, general corporate purposes, GP investments and partner buy-outs. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
City National Bank
$111408 - $189738 YEAR
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank’s CRE clients, including private individuals and family offices, and institutional funds/investors/developers.
City National Bank
$111408 - $189738 YEAR
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Primary responsibilities include:The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank’s CRE clients, including private individuals and family offices, and institutional funds/investors/developers.
City National Bank
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, coordinating with Operations Specialists, and responding to developing situations. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
U.S. Bank
$111605 - $131300 YEAR
Los Angeles, CA
Responsibilities include underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
City National Bank
$44.28 - $75.42 HOUR
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Primary responsibilities include:Underwrite and portfolio manage Business Banking clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
City National Bank
$41.83 - $66.81 HOUR
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Primary responsibilities include:Underwrite and portfolio manage Business Banking clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
City National Bank
$111408 - $189738 YEAR
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
City National Bank
$111408 - $189738 YEAR
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
City National Bank
$122535 - $208715 YEAR
Beverly Hills, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
City National Bank
$44.28 - $75.42 HOUR
Los Angeles, California
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
Hyundai Capital America
Irvine, California
The Manager, Commercial Credit Portfolio Management is responsible for leading a team of Credit Analyst, daily servicing, commercial credit lending authority and managing the risk and exposure for an assigned portfolio under Commercial Credit Department leadership. 2. Frequent and direct interaction with sales team (Business Development Managers, Regional Operations Managers and Field Sales Directors), regarding issues determined during the underwriting process for annual reviews and interim requests.
MRINetwork Jobs
Pasadena, California
Assist the Commercial Lender to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be appropriately underwritten and decisions can be made for our customers in a expeditious manner. Assist the Commercial Lender by working jointly with the credit department to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk.
Allied Universal
$100000 YEAR
Glendale, California
Utilize Allied Universal’s AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability. Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction.
Zymo Research Corporation
$125000 - $150000 YEAR
Tustin, CA
Recognized as a Top Workplace by the Orange County Register in 2021, 2022, and named a Top Workplace USA in 2023, Zymo Research continues to be a vibrant community where employees thrive, feel connected, and are inspired by their work. Commercial and Innovation Strategists partner closely with R&D, sales, operations, and the Commercial & Innovation Strategist team to ensure products launch successfully, grow revenue, and address evolving customer needs.
MRINetwork Jobs
Los Angeles, California
REQUIREMENTS:Minimum 5 years experience in SBA and other government guaranteed lending or 7 years of relevant experience in underwriting or credit administration with at least 1 years of SBA experience. Advanced knowledge of related state and federal banking compliance regulations, bank operational and lending policies and procedures, and the bank products and services, including related lending regulations.
Jobot
$80 - $100 HOUR
Los Angeles, CA
Successful candidates must demonstrate a hands-on project management style, capable of engaging in executive level and department level discussions through the organization, creation, and management of project plans, accountable for milestones and overall communications to stakeholders. To be effective the candidate must possess strong critical thinking and analytical skills, highly effective written, presentation and oral communications skills, an independent, and a consultative approach to building business relationships.
Alvarez & Marsal Tax, LLC
$110000 - $140000 YEAR
Los Angeles, CA
In many cases, our Tax professionals manage day-to-day client service relationships, and as such, serve as the gateway to a variety of specialized tax services that help to improve compliance with taxing entities while maintaining each client's overall tax risk profile. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Allied Universal
$95000 - $120000 YEAR
Los Angeles, California
The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients’ corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. Relationship Management and Client Intimacy: Develop and nurture relationships with enterprise clients and Allied Universal’s branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings.
Compass Group, North America
$100000 - $110000 YEAR
Los Angeles, CA
For positions in Washington State, Maryland, or to be performed Remotely, click here (https://www.compass-usa.com/wp-content/uploads/2023/08/2023_WageTransparency_FlikHospitality.pdf) for paid time off benefits information. The Training Manager creates, develops, and drives training initiatives, and will be responsible for effective development, coordination and presentation of all management training initiatives while ensuring that the revenue goals are met.
AbbVie
$106500 - $202500 YEAR
Irvine, CA
Main responsibilities include collaboration with key stakeholders (AMI Programs team, Customer Marketing teams, Training Centers team, Design & Internal review team, etc) to develop content to achieve our educational objectives across the HCP learning journey. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company’s sole and absolute discretion, consistent with applicable law.
City National Bank
$127626 - $237014 YEAR
Los Angeles, CA
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today.
Alliance Resource Group
Irvine, CA
Prepare ad hoc analyses, including but not limited to: Investment Committee memorandum, capital ROI analysis, dispositions, lease restructures, and construction loan analysis Exhibit detailed understanding of capital investment financial modeling . Maintain working relationship with internal departments (Accounting, Financial Planning & Analysis, Capital Asset Management, Legal, Tax) as well as with external counterparts including firm clients.
East West Bank
$71000 YEAR
Pasadena, California
Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. This position will be also responsible for retention and expansion of excising client relationship, analyze financial data to determine the merits of loan requests, recommend structure, as well as identify cross selling/refer opportunities of other deposit services.
Rexford Industrial
Los Angeles, CA
The actual base salary and total compensation offered depend on a variety of factors, which include, without limitation, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location where the job will be performed. Physical Demands: While performing the duties of this job, the employee is required to stand; walk; sit for extended periods of time; use hands to feel, handle, or type; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear.
Rexford Industrial
Costa Mesa, CA
The actual base salary and total compensation offered depend on a variety of factors, which include, without limitation, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location where the job will be performed. Physical Demands: While performing the duties of this job, the employee is required to stand; walk; sit for extended periods of time; use hands to feel, handle, or type; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear.
Regents Capital Corp.
$52000 - $64000 YEAR
Costa Mesa, CA
Prepare customer service items such as copies of documents, payment histories, payoff quotes, balance statements, invoices, as well as payment processing, set up/update ACH bank information. Company Story:Regents Capital ranks in the top 30 private independent equipment financing companies in the United States and has been consistently recognized as one of the Top Places to Work in Orange County.
Bluecrest Residential
Newport Beach, CA
Underwrite new loans and preferred equity investments including sponsor diligence, market analysis, budget and schedule reviews, and base case and downside scenarios DSCR, debt yield, LTV, exit metrics. Lead post closing monitoring for assigned assets monthly operating reviews, DSCR and debt yield tests, construction progress and contingency burn, schedule variance, change order logs, and cost to complete.
Pennant Services
Los Angeles, California
Instead, they operate independently with support from the "Service Center," a world-class service team that provides the centralized clinical, legal, risk management, HR, training, accounting, IT, and other resources necessary to allow on-site leaders and caregivers to focus squarely on day-to-day care and business issues in their agencies. Innovation and Improvement: Stay abreast of the latest clinical software and technology developments, including new vendor software features and new-to-market services that achieve operational goals.
Pennant Services
Los Angeles, California
Provides front-line support to Billers, Billing Managers, EDs, and other agency staff, including day-to-day AR questions/concerns and acquisition training; provides tools to monitor processes and issues within the revenue cycle. Establishes and maintains positive and collaborative working relationships with AR Service Center Resources, Billers/Billing Managers, EDs, other agency staff, payors, and referral sources.
Pennant Services
Los Angeles, California
Provides front-line support to Billers, Billing Managers, EDs, and other agency staff, including day-to-day AR questions/concerns and acquisition training; provides tools to monitor processes and issues within the revenue cycle. Establishes and maintains positive and collaborative working relationships with AR Service Center Resources, Billers/Billing Managers, EDs, other agency staff, payors, and referral sources.
Maximus
$70000 - $80000 YEAR
Los Angeles, CA
2. Manage the assigned portfolio, collaborating with various stakeholders including business sponsors, subject matter experts, internal and external delivery partners and clients as required to ensure smooth project delivery. 3. Lead the communication and implementation of projects and mobilisation activities, mitigating risks, addressing any issues that arise in a timely manner and minimising disruption to business operations.
Consultative Search Group
La Canada Flintridge, CA
10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance; Experience in dealing with a wide array of corporate clients and credit structures; Thorough knowledge of the banking and financial services industries; Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances; Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt; Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel; Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank; Ability to write clearly and concisely in both internal credit memos and client communications. Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.
Prosum
$65 - $73 HOUR
Remote (Pacific Time), CA
Key Responsibilities:Under the direction of the Portfolio Manager the successful candidate will: Participate in both strategic planning and tactical execution of clinical research data projects in analysis and implementation; facilitate communications between project partners, clinical researchers and data scientists as they relate to supporting research data acquisition and utilization issues and provide oversight and direction to project team members. PM will exhibit strong project planning abilities and have robust prior experience justifying and planning projects, to include defining and baselining project scopes (via charters, scope statements, work breakdown structures, statements of work), schedules, budgets and resource allocations.
Vertical Careers, Inc.
Pasadena, CA
10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance; Experience in dealing with a wide array of corporate clients and credit structures; Thorough knowledge of the banking and financial services industries; Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances; Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt; Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel; Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank; Ability to write clearly and concisely in both internal credit memos and client communications. Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.