Talent.com
Private Banking Portfolio Manager

Private Banking Portfolio Manager

M&T BankNew York, NY, US
21 hours ago
Job type
  • Full-time
Job description

Credit Portfolio Management Support

Provides support in the management of the credit portfolio within Private Banking, inclusive of risk grading, portfolio review, annual reviews, covenant monitoring, process improvement opportunities and related activities.

Primary Responsibilities :

  • Support the overall credit health of the Private Banking portfolio, through activities inclusive of risk grading, portfolio review, covenant monitoring, and annual reviews, while helping ensure client-facing personnel fully own their relationships, including on the credit health side.
  • Participate in working with Risk partners to define metrics around Key Risk Indicators (KRIs) to ensure portfolio management activities comply with Company risk policies.
  • Work with Credit as required for defining and refining the credit process for Private Banking.
  • Identify opportunities for improvements in the credit process within Private Banking to ensure a smooth and efficient process, inclusive of enhanced reporting, timeliness of annual reviews, identification of issues and collection of supporting information.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports diversity and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Education and Experience Required :

Bachelor's degree and a minimum of 5 years' financial services experience,

OR in lieu of a degree,

A combined minimum of 9 years' high education and / or work experience, including a minimum of 5 years' financial services experience

Credit training or equivalent experience

Strong verbal and written communication skills

Prior experience working in teams

Proficiency with pertinent word processing and spreadsheet software

Self-motivated, results-driven and well-organized individual

Experience handling multiple tasks and working under time constraints in support of various assignments

Experience functioning professionally at many different levels (clients, management and peers)

Strong interpersonal skills necessary for business partner relationships

Education and Experience Preferred :

Minimum of 5 years' financial services experience

Prior credit, lending and / or operational experience

Experience working individually as well as a member of a team

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $134,974.44 - $224,957.40 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location : New York, New York, United States of America

Create a job alert for this search

Portfolio Manager • New York, NY, US

Related jobs
  • Promoted
Portfolio Manager - Commercial Real Estate

Portfolio Manager - Commercial Real Estate

First Citizens BankNew York, NY, US
Full-time
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. First Citizens Bank helps personal, business, commercial and wealth cl...Show moreLast updated: 30+ days ago
  • Promoted
Key Private Bank Senior Portfolio Strategist

Key Private Bank Senior Portfolio Strategist

KeyCorpTarrytown, NY, US
Full-time
Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team...Show moreLast updated: 30+ days ago
  • Promoted
Financial Lines Portfolio Manager

Financial Lines Portfolio Manager

QBE InsuranceNew York, NY, US
Full-time
Financial Lines Portfolio Manager.At QBE, our purpose is to enable a more resilient future.Are you passionate about working for one of the world's largest insurers that offers excellent opportuniti...Show moreLast updated: 20 days ago
  • Promoted
Associate Portfolio Manager, Investment Solutions Group

Associate Portfolio Manager, Investment Solutions Group

Brown AdvisoryNew York, NY, US
Full-time
Brown Advisory's New York Office is seeking a proactive and professional individual to serve as an Associate Portfolio Manager as part of our Investment Solutions Group. This individual will report ...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Manager

Portfolio Manager

VirtualVocationsJackson Heights, New York, United States
Full-time
A company is looking for a Portfolio Manager to support the financial stewardship of Operational & Maintenance (O&M) budgets in a complex IT organization. Key Responsibilities Manage and monitor O...Show moreLast updated: 30+ days ago
Portfolio Manager

Portfolio Manager

Rose Associates Inc.New York, NY, US
Full-time
Quick Apply
The Vanguard Chelsea, 77 W 24 St, New York, NY 10010 / The Solaire, 20 River Terrace, New York, NY 10282 / The Verdesian, 211 N End Ave, New York, NY 10282 Overview Rose Associates...Show moreLast updated: 30+ days ago
  • Promoted
Power & Utilities Portfolio Manager - VP

Power & Utilities Portfolio Manager - VP

Associated Bank - CorpNew York, NY, United States
Full-time
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show moreLast updated: 16 days ago
  • Promoted
Private Debt Portfolio Analytics Associate

Private Debt Portfolio Analytics Associate

Neuberger BermanNew York, NY, US
Full-time
Neuberger Berman's Private Debt platform manages over $22 billion dedicated to credit investing in high quality North American companies owned by private equity firms. NB Private Debt focuses on per...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Manager

Portfolio Manager

Neuberger BermanNew York, NY, US
Full-time
Neuberger Berman Group LLC is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide.Our broad capabilities in...Show moreLast updated: 30+ days ago
  • Promoted
Enterprise Portfolio Manager

Enterprise Portfolio Manager

AmpcusWhite Plains, NY, US
Full-time
Technology and Business consulting services.We are in search of a highly motivated candidate to join our talented team.Job Title : Enterprise Portfolio Manager Location(s) : White plains, NY Project ...Show moreLast updated: 30+ days ago
  • Promoted
Investment & Corporate Banking - Portfolio Management, Associate

Investment & Corporate Banking - Portfolio Management, Associate

Mizuho BankNew York, NY, US
Full-time
Banking Americas Lending Portfolio Manager.Responsible for active and dynamic portfolio management and monitoring of the Banking Americas lending portfolio with a focus on optimizing profitability ...Show moreLast updated: 30+ days ago
  • Promoted
Associate Portfolio Manager

Associate Portfolio Manager

VirtualVocationsNewark, New Jersey, United States
Full-time
A company is looking for an Associate Portfolio Manager (Remote).Key Responsibilities Support product lifecycle management and course development for Advanced Career Training catalogs Collaborat...Show moreLast updated: 1 day ago
  • Promoted
Portfolio Operations Manager

Portfolio Operations Manager

VirtualVocationsJamaica, New York, United States
Full-time
A company is looking for a Portfolio Operations Lead (Remote - US).Key Responsibilities Lead the design and execution of the quarterly reporting framework for the product portfolio Define and ma...Show moreLast updated: 30+ days ago
Portfolio Manager - Private Asset Management

Portfolio Manager - Private Asset Management

TIAAUSA, Connecticut, Stamford
Full-time
The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice.This ro...Show moreLast updated: 30+ days ago
  • Promoted
Private Banker - Director

Private Banker - Director

Deutsche BankNew York, NY, US
Full-time
As a Private Banker within Wealth Management you will develop, manage, and retain client relationships.You will be responsible for the acquisition of assets through expanding existing client relati...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Manager, Operational & Maintenance

Portfolio Manager, Operational & Maintenance

VirtualVocationsElizabeth, New Jersey, United States
Full-time
A company is looking for a Portfolio Manager (Operational & Maintenance).Key Responsibilities Manage and monitor O&M financial portfolios across multiple IT disciplines Collaborate cross-functio...Show moreLast updated: 23 hours ago
  • Promoted
Corporate Banking Underwriting & Portfolio Management - Associate

Corporate Banking Underwriting & Portfolio Management - Associate

Santander Holdings USA IncNew York, NY, United States
Full-time
Corporate Banking Underwriting & Portfolio Management - Associate.Country : United States of America.Santander is a global leader and innovator in the financial services industry.We believe that our...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Manager

Portfolio Manager

IDBNew York, NY, US
Full-time
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people.Here ...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Manager

Portfolio Manager

East West BancorpNew York, NY, US
Full-time
Portfolio Manager In Commercial Real Estate Group.East West Bank is currently seeking a Portfolio Manager in Commercial Real Estate Group in NYC. This individual will be responsible for underwriting...Show moreLast updated: 30+ days ago
  • Promoted
Portfolio Manager, Private Markets

Portfolio Manager, Private Markets

Franklin ResourcesNew York, NY, US
Full-time
Portfolio Manager, Private Markets.At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.Our dynamic f...Show moreLast updated: 30+ days ago