Principal Portfolio Leader Job Id 2025-0006789 jobs at Us Bank
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111 jobs found
11.06.2025
BOA
Bank Of America Portfolio Management Officer I/II-Asset Based Finance United States, Texas, Dallas
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives. Manages all aspects of the client's investment portfolio...
Analytical Thinking. Business Analytics. Data Mining. Fraud Management. Business Process Analysis. Critical Thinking. Influence. Relationship Building. Strategy Planning and Development. Business Case Analysis. Issue Management. Leadership Development. Process Performance Measurement....
Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst. Strategize with those Advisors...
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational...
Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection,...
Acting in the capacity of an ERISA plan fiduciary. Responsible for producing analysis used to manage and evaluate the plan assets and manager performance. Supports the quarterly and annual financial...
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
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