The Portfolio Manager is responsible for managing and growing a portfolio of dealer clients with lines of credit that range from $50,000 to $2,500,000 within the Inland Empire West (Riverside CA) geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of c

Investment Analyst Sr Job Family Accounting/Finance Type Regular Full Time Position Status Getty Center Workplace Type Onsite Salaried/Hourly Salaried Hiring Pay Scale $128,381 $166,893 Annually Salary Commensurate with experience and internal equity Program/Department Investment Administration 0210 Investment Administration Requisition Number 2023 4183 ERRP Eligible No D

Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products

Review and analyze assigned automated transaction alerts produced from the bank's AML monitoring system. Conducts sufficient analysis of the customer patterns and activities in order to Provide clear written statement supporting disposition decision and documentation within the AML software. Meet productivity and quality expectations. Reviews assigned watchlist filtering

The Special Assets Portfolio Manager is responsible for overall management of the Business Services loan portfolio, including lines of credit both secured and unsecured, to maximize profitability and member satisfaction while mitigating risk to Kinecta. NATURE AND SCOPE OF POSITION The position works with a minimal amount of supervision and direction and is authorized to

The Director, Investor Relations reports directly to the CEO and works closely with the CFO and is responsible for assisting with the development and implementation of a successful investor relations strategic plan for the Company, will interact on regular basis with the executive team and be responsible for the day to day management. Provides critical leadership and info

The Senior Investment Data Analyst plays an important role in planning for, developing and executing performance and investment data related initiatives. He/she will provide data support for the various investment teams and downstream applications within UC Investments. The Senior Analyst is primarily responsible for maintaining the Investment Book of Record by ensuring a

Gathering and processing all investment communications from managers, including statements, tax documents, letters, and reports Producing regular portfolio attribution reports and analysis across managers, asset classes, liquidity, and time Tracking investment liquidity by share class, creating reports on portfolio liquidity, track expected cash flows, and manage the proc

The Credit Officer III has prior experience and expertise in credit analysis, with an understanding and ability to handle financial statement, tax return and cash flow analysis for businesses and individuals. Based on the credit request and analysis of the business or individual, the Credit Officer provides the bank with an accurate, clear and concise written credit reque

A Treasury Management Sales Consultant will generate fee income by providing highly skilled and knowledgeable assistance to clients seeking or needing treasury management solutions. This will be accomplished by preparing presentations and proformas, conducting demonstrations and selling those solutions to the client; then collecting the appropriate documentation to suppor

About JLL Spark JLL Sparkis a division of JLLT dedicated to transforming the real estate industry through technology basedinnovation.Led by experienced Silicon Valley entrepreneurs with successful track records building and investing in tech companies, JLL Spark's strategicPropTechinvestments offer JLL the ability to provide innovative products to real estate owners and op

Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Investment Operations Analyst to join ourFixed Income Investment Ops Teamin Newport Beach, CA. This role can be on site, hybrid, or remote (depending on location). As an Invest

Let Vaco work for you! Our Client has an IMMEDIATE need for a Staff AccountantConsultant ! HybridNorthSan Diego, 2month project. MUST HAVES BA/BS degree in Accounting or Finance orrelated field. 2+ years Accounting/Finance experience JE, GL, Reconciliations NetSuite Experience Apply today! Vaco values a diverse workplace and strongly encourages women, people of color, LGB

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Sr Investment Operations Analyst II to join our Fixed Income Ops team. This role can be on site, hybrid, or 100% remote. As a Sr Investment Operations Analyst II, you'll play a

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ