Portfolio Manager Associate City National BankPortfolio Manager AssociateBeverly Hills, CaliforniaRemote$92,114–$156,880 / yearFull timeRespond to incoming calls, emails, and inquiries from clients - Portfolio characteristics, economic updates, and the firm’s investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client’s goals and aspirations - Create, research, and provide detailed ad-hoc analyses. Overview: ABOUT US RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
Portfolio Manager III - Entertainment & Sports Banking City National BankPortfolio Manager III - Entertainment & Sports BankingBeverly Hills, CaliforniaRemote$122,535–$208,715 / yearFull timePortfolio 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.
Portfolio Manager I - Middle Market, Leveraged & Syndications City National BankPortfolio Manager I - Middle Market, Leveraged & SyndicationsLos Angeles, CaliforniaRemote$44.28–$75.42 / hourFull timePortfolio 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.
Portfolio Manager II City National BankPortfolio Manager IILos Angeles, CaliforniaRemote$48.66–$82.86 / hourFull timePortfolio 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.
Portfolio Manager III - Sponsor Finance City National BankPortfolio Manager III - Sponsor FinanceLos Angeles, CaliforniaRemote$122,535–$208,715 / yearFull timePortfolio 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.
Portfolio Manager I - Private Bank, Marketable Securities Secured City National BankPortfolio Manager I - Private Bank, Marketable Securities SecuredLos Angeles, CaliforniaRemote$41.83–$66.81 / hourFull timePortfolio 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.
Portfolio Manager - Asset Based Lending US BankPortfolio Manager - Asset Based LendingLos Angeles, CA$133,365–$156,900 / yearIn 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. Manages an assigned portfolio by monitoring credit risk, ensuring compliance, and supporting customer credit needs through underwriting and transaction execution while partnering with internal teams.
Commercial Portfolio Manager - To 100K - Los Angeles, CA - Job 3590 The Symicor GroupCommercial Portfolio Manager - To 100K - Los Angeles, CA - Job 3590Los Angeles, CAPreparing 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.
Senior Portfolio Manager (S/VP) International Search ConsultantsSenior Portfolio Manager (S/VP)Los Angeles, CaliforniaPortfolio Manager, Vice President, CFA, MBA, Investment Management, Wealth Management, High-Net-Worth Clients, Global Asset Allocation, Private Wealth, Equities, Fixed Income, Alternatives. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for high-net-worth individuals and families .
NewAVP/Asset Loan Portfolio Manager WorkwayAVP/Asset Loan Portfolio ManagerLos Angeles, CACurrently, we have an AVP/Asset Loan Portfolio Manager opportunity with a Bank that offers the opportunity to work for a purpose-driven organization that combines innovative banking technology with a strong commitment to serving communities and helping customers build long-term financial success. Perform annual credit reviews and site inspections; identify possible risks; and recommend and implement loan workout strategies, loan modifications, and collateral releases.
NewClient Portfolio Manager Cerity Partners LLCClient Portfolio ManagerIrvine, CA$120,000–$170,000 / yearSuccess in this role requires a balance of technical investment expertise, leadership capability, and strong communication skills to translate complex market insights into actionable strategies for both clients and internal stakeholders. This role combines hands-on portfolio management with leadership responsibilities, guiding a team of investment professionals to deliver consistent, risk-adjusted returns aligned with client objectives and firm-wide investment philosophy.
Trust Portfolio Manager Columbia BankTrust Portfolio ManagerLos Angeles, CA$102,361.20–$190,000 / yearA Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Vice President - Lead Commercial Real Estate Portfolio Manager Wells Fargo BankVice President - Lead Commercial Real Estate Portfolio ManagerIrvine, CaliforniaCommercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations. 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.
Portfolio Manager East West BankPortfolio ManagerCity of Industry, CaliforniaFull timeOur 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. Responsibilities: Assist Relationship Manager in underwriting, managing, and structuring commercial Lines of Credit, Asset Based lending Lines of Credit, Owner Occupied Real Estate, Sponsor Back, and Leverage Buy Out and related event driven transactions, according to the Bank established guidelines and policies.
Trust Portfolio Manager Columbia Banking System, Inc.Trust Portfolio ManagerLos Angeles, CA$102,361.20–$190,000 / yearAbout the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Credit Portfolio Manager, Education and Non-Profit - Institutional Client Group U.S. BankCredit Portfolio Manager, Education and Non-Profit - Institutional Client GroupLos Angeles, CaliforniaResponsibilities 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.
Credit Portfolio Manager, Education And Non-Profit - Institutional Client Group US BankCredit Portfolio Manager, Education And Non-Profit - Institutional Client GroupLos Angeles, CA$98,175–$115,500 / yearResponsibilities 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.
Portfolio Manager - Institutional Client Group - Automotive US BankPortfolio Manager - Institutional Client Group - AutomotiveLos Angeles, CA$119,765–$140,900 / yearResponsibilities 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.
Credit Portfolio Manager - Professional Services And Contractors, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors, Institutional Client GroupNewport Beach, CA$133,365–$156,900 / yearResponsibilities 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.
Commercial/Corporate Credit Portfolio Manager - For-Profit Healthcare US BankCommercial/Corporate Credit Portfolio Manager - For-Profit HealthcareNewport Beach, CA$117,725–$138,500 / yearUnderwriting 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.