portfolio management marketing

Keller Augusta

<div>
 <p>
  <strong>
   <u>
    Firm Overview:
   </u>
  </strong>
 </p>
 <p>
  Our client is a vertically integrated real estate investment, development, and management firm with a 50-year track record of investing across market cycles on behalf of private and institutional investors. Headquartered in Boston with an office in New York, The Firm operates a fully integrated platform of approximately 120 professionals spanning investments, development, asset management, property management, and corporate operations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Since inception, the firm has invested approximately $12.8 billion of gross asset value and raised $2.9 billion of equity across five value-add funds, executing complex transactions across equity, structured capital, and credit strategies. Over the course of its history, the firm has owned, operated, and developed more than 37 million square feet of commercial space and nearly 14,000 residential units.
 </p>
 <p>
  The Firm&rsquo;s investment platform is organized around property-type focused verticals, including Industrial, Multifamily, and Science &amp; Technology, and is anchored by a thematic, value-oriented investment approach emphasizing complex business plans, capital structure creativity, and hands-on execution. A unique combination of capital markets expertise, development capabilities, and in-house asset and property management enable the firm to identify and capitalize on opportunities created by market dislocation, distressed capital structures, and evolving tenant and user demand.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Position Overview:
   </u>
  </strong>
 </p>
 <p>
  The
  <strong>
   <em>
    Portfolio Management Associate
   </em>
  </strong>
  will serve as the day-to-day lead for maintaining and developing portfolio reporting tools including standardized templates for financial models and valuations, asset performance tracking, market data collection, and project management across sales, leasing, and related workflows. This role will report to the
  <em>
   SVP of Portfolio Management &amp; Head of Investor Relations
  </em>
  . The Portfolio Management Associate will ensure the technical accuracy and consistency of portfolio models, templates, and dashboards, and will drive the timely production of recurring portfolio analytics and interdepartmental reports that inform strategy and valuations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Role &amp; Responsibilities:
   </u>
  </strong>
 </p>
 <p>
  The Portfolio Management Associate will lead the maintenance of day-to-day tracking tools for asset performance (e.g., Pereview), market data, and collective activity trackers for project management workflows (e.g., Altrio), ensuring reporting tools remain accurate, current, and aligned with portfolio governance needs.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Standardization of Work Product and Templates:
  </strong>
 </p>
 <ul>
  <li>
   The role will assist in establishing and building standard templates and work product standards, including valuation models (DCFs), return projections, and net effective rent (NER) conventions.
  </li>
  <li>
   Will support the continual refinement of reporting standards for accounting and development to improve tracking of historical performance against projections.
  </li>
  <li>
   Will support the continual improvement and support of portfolio analytics tracking through existing tools, AI or additional software solutions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Interdepartmental Reporting Cadence:
  </strong>
 </p>
 <ul>
  <li>
   The Portfolio Management Associate will lead the maintenance and production of interdepartmental recurring reports and trackers, including the Disposition Pipeline, BOV/Appraisal Tracking, commercial/multifamily/storage Leasing Tracking, and Debt SWAT Analysis, quarterly investor workbooks, and supporting recurring meetings and timely information flow.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Portfolio Analytics and Performance Reporting:
  </strong>
 </p>
 <ul>
  <li>
   The role will produce portfolio analytics in partnership with portfolio management leadership and finance including Portfolio Returns Reports by asset class vertical and by fund on a quarterly basis, Portfolio Performance Metric tracking and fund roll-up reports, and the fair market values (FMV) / net asset values (NAV) schedule with cap and discount rate tracking.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Model and Projection Quality Control:
  </strong>
 </p>
 <ul>
  <li>
   The Portfolio Management Associate will assist with technical accuracy checks of portfolio models and projections and help maintain governance standards for Investment Committee approval, ensuring assumptions are accurate and consistent with business plans and timelines.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Collaboration:
  </strong>
 </p>
 <ul>
  <li>
   The Portfolio Management Associate will coordinate with portfolio management, asset management, accounting, development, finance, and investor relations to ensure that data, assumptions, and reports are consistent, timely, and decision-useful for both internal reviews and external investor communications.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Skills &amp; Qualifications:
   </u>
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s Degree and a minimum of 2+ years of real estate experience, with a preference for experience within the various asset classes.
  </li>
  <li>
   Exceptional written and oral communication skills, with acute attention to detail.
  </li>
  <li>
   Project management skills and the ability to multitask and prioritize workload efficiently and effectively with little direction.
  </li>
  <li>
   Must have proficient working experience with Ai.
  </li>
  <li>
   Experience with Pereview and/or Altrio are a plus.
  </li>
 </ul>
</div>


Portfolio Management Associate

Susser bank

<div><p><b>Position Summary</b></p>
<p>
The Portfolio Manager is responsible for supporting the Bank&rsquo;s portfolio of business by servicing prospective and current customers with a variety of commercial loans. These activities will be accomplished by conducting regular risk reviews, financial statement analysis, direct involvement in underwriting, document review and ongoing portfolio management.</p><br>
<p></p>
<p><b>
Primary Duties and Responsibilities</b></p>
<ul>
<li>Review loan underwriting and work directly with underwriters to get complete and accurate loan write up to the appropriate approval queues.</li>
<li>Provide guidance and oversight to junior staff throughout the underwriting and diligence process.</li>
<li>Draft term sheets and communicate loan terms with borrowers, as well as request items needed to begin renewal process.</li>
<li>Supports the growth and development of the assigned commercial lending loan portfolio by effective portfolio management.</li>
<li>Monitor current, matured, and past due loans for Loan Officers, while making appropriate recommendations.</li>
<li>Effectively monitoring portfolio for revenue opportunities and/or loan exposures.</li>
<li>Support Loan Officers in prescreening potential borrowers and loans, performs due diligence and proper loan structuring.</li>
<li>Collaborate with attorneys to reviews loan documentation for accuracy.</li>
<li>Prepares lending activity reports for management and loan committee as needed.</li>
<li>Establish and maintain relationships with customers to proactively identify and recommend additional opportunities.</li>
<li>Comply with the Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence and reporting suspicious activity to the BSA Department.</li>
<li>Maintains current and up-to-date knowledge and continues professional development through training as applicable.</li>
<li>Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.</li>
<li>Performs additional duties as assigned or directed.</li></ul><br>
<p></p>
<p><b>
Education and Experience Required</b></p>
<ul>
<li>Bachelor&rsquo;s degree preferred.</li>
<li>Minimum 3 years&rsquo; experience in Portfolio Management.</li>
<li>Experience in technology lending, including SaaS and recurring revenue business models.</li></ul><br>
<p></p>
<p><b>
Skills and Abilities Required</b>
</p><ul><li>Strong knowledge of credit and lending policies.</li>
<li>Proficient in using PC software tools including Microsoft Office.</li>
<li>Banking financial analysis.</li>
<li>Strong analytical and underwriting skills.</li>
<li>Strong organizational skills and effective time management.</li></ul><p><br>
</p><p>Susser Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.</p>
<p>
Susser Bank participates in E-Verify.</p></div><p></p>

Portfolio Manager (Tech Team)

United Community Bank

<div>Overview:
<div><b>
Hiring In:</b><b> Huntsville, AL or Decatur, AL</b></div><div></div><div><b><br>
United Community</b> is seeking a highly skilled <b>Portfolio Manager</b>. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio.</div>
What You&rsquo;ll Do:
<ul><li>Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.</li><li>
Provide credit and sales support to Commercial Lending.</li><li>
Analyze complex financial statements and prepare credit analysis packages.</li><li>
Serve as a secondary contact on client relationships.</li><li>
Identify cross-sell opportunities with new and existing clients.</li><li>
Assist in the loan process, including underwriting and closing.</li><li>
Prepare commitment letters and review loan documents.</li><li>
Assist lenders in their prospecting efforts.</li></ul>
Requirements For Success:
<ul><li>Bachelor&rsquo;s Degree in finance or accounting preferred.</li><li>
5+ years of experience in commercial lending.</li><li>
Proficient knowledge of credit policy, banking regulations, and loan documentation.</li><li>
Ability to analyze complex financial statements and tax returns.</li><li>
Strong interpersonal and communication skills.</li><li>
Excellent organizational and time management skills.</li><li>
Ability to work effectively within the company's credit culture.</li><li>
Proficiency with in-house financial reporting applications, including Navigator.</li><li>
Good mathematical, reading comprehension, and writing skills</li></ul>
Conditions of Employment:
<ul><li>Must be able to pass a criminal background &amp; credit check</li><li>
This is a full-time, non-remote position</li></ul><p><b>
FLSA Status</b></p><ul><li>
Exempt</li></ul><div></div><p><b><br>
Ready to take your career to the next level? Apply now and become a vital part of our team!</b></p><div></div><p><br>
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.</p><div></div><p><br>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><br>
<div></div>
Pay Range: USD $0.00 - USD $0.00 /Yr.</div>

Portfolio Manager

East West Bank

<div>Introduction:
<div>Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. 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&rsquo; potential for career advancement.</div><div>
</div><div>
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.</div>
Overview:
<div>
East West Bank is currently looking for a Portfolio Manager for the North Cal Bridge Team. The Portfolio Manager will be responsible for working with the Tech/Cross Border Commercial Team based in Santa Clara, California. This individual will manage lending/credit for a wide range of credit relationship, lead the due diligence process and deal structuring process, and partner with the Business Development Team for the delivery and negotiation of credit solutions.</div>
Responsibilities:
<ul><li>Owns the underwriting, documentation and closing process and proactively manages the portfolio</li><li>
Understands changing risk profiles of the clients and communicates the information and assessment to key stakeholders (internal and external)</li><li>
Recommends and executes on appropriate steps based on changing circumstances across a range of complex issues</li><li>
Manages large and complex portfolio with limited oversight</li><li>
Engages with clients independently, building relationships with the appropriate stakeholders, gathering information and responding to ongoing needs</li><li>
Provides training to less experienced staff and supports Team Head/Senior Relationship Manager in team leadership, including ensuring that resource allocation to their portfolio and to the pipeline is appropriate</li><li>
Develops insights into loan types and sectors and demonstrates thought leadership</li><li>
Remains abreast of market, sector and competitive trends.</li><li>
May perform other duties as assigned</li></ul>
Qualifications:
<ul><li>Minimum 6 years related banking experience. Experience in Technology Banking highly preferred.</li><li>
Bachelor&rsquo;s Degree in related major required.</li><li>
Portfolio Management experience in larger and complicated transactions required</li><li>
Highly skilled at developing term sheets and deal structures independently and provides expert guidance in the negotiation process with the client</li><li>
Advanced knowledge of portfolio management practices including expertise in evaluating risk and managing changing situations</li><li>
Strong structuring, negotiation and closing skills, as well as demonstrated ability to engage and build trust with clients independently</li><li>
Team player with a highly developed ability to work and communicate effectively with all levels throughout the organization.</li></ul><div>
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.<br>
<br>
</div>Compensation: The base pay range for this position is USD $100,000.00/Yr. - USD $180,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.</div>

<div>Introduction:
<div>Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. 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&rsquo; potential for career advancement.</div><div>
</div><div>
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.</div>
Overview:
<div>
The Portfolio Manager is responsible for underwriting, credit monitoring and portfolio management of C&amp; I Commercial Banking relationships. Primary responsibilities include analyzing financial data to determine the merits of loan requests, recommending structure, as well as identifying cross selling/referring opportunities of other services.</div>
Responsibilities:
<ul><li>Assisting Relationship Manager in underwriting and managing and Structuring commercial lines, owner occupied real estate transactions, commercial mortgages according to the Bank establish guidelines and policies</li><li>
Ongoing monitoring of credit/Covenant Compliance</li><li>
Analyze and create financial loan write-ups to generate new loans.
</li><li>Manage the renewal process by working with the Relationship Manager, the client and the credit department including increase/amendment/waiver</li><li>
Partner with the Relationship Manager as the point of contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners</li><li>
Ensure compliance with EWB regulatory and credit requirements.
</li><li>Assist in accurately risk rating loans/credits.
</li><li>Develop problem loan credit solutions.
</li><li>Work with credit analyst in reviewing existing credits
</li><li>Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
</li><li>As appropriate to experience, co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship
</li><li>Responsible for credit risk and quality of the portfolio.
</li><li>Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
</li><li>As appropriate with experience, assist in the development of junior bankers, credit analysts, and relationship associates.
</li><li>May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits.
</li><li>Perform other administrative duties required for the maintenance of a portfolio of clients.</li><li>
Perform other duties and special projects as needed.</li></ul>
Qualifications:
<ul><li><div>Bachelor's degree or combination of education and directly related experience</div></li><li>
Ideally has 5-7 years of banking experience with a minimum of 3-4 years of direct portfolio management experience</li><li>
Demonstrates strong underwriting and projection skills</li><li>
Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits</li><li>
Develop problem loan credit solutions.</li><li>
Has strong knowledge base in Treasury, FX and Derivative products and have demonstrated abilities in coordinating the resources of the bank to bring effective full service solutions to the company.</li></ul><div>
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.<br>
<br>
</div>Compensation: The base pay range for this position is USD $85,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.</div>

Point8 Agency

<p><b>İş Tanımı</b></p><ul><li>Ajansımıza potansiyel yeni m&uuml;şteriler (leads) kazandırmak,</li><li>M&uuml;şteri g&ouml;r&uuml;şmelerini organize etmek ve ajansın hizmetlerini doğru bir dille sunmak,</li><li>Satış s&uuml;recinden sonra m&uuml;şterinin ilk temas noktası (temsilcisi) olarak s&uuml;reci takip etmek,</li><li>M&uuml;şteri ihtiya&ccedil;larını analiz ederek ajansın kreatif/teknik ekibine doğru brief aktarmak.</li></ul><p><b>Neden Bizimle &Ccedil;alışmalısın? (Haklar ve Avantajlar)</b></p><ul><li><b>Sınırsız Kazan&ccedil; Potansiyeli:</b> Sabit bir maaşın &ouml;tesinde, bağladığın her m&uuml;şteri ve proje &uuml;zerinden y&uuml;ksek oranlı <b>performans primi</b>,</li><li><b>Esnek &Ccedil;alışma Modeli:</b> Ofise bağlı kalmadan, kendi &ccedil;alışma saatlerini y&ouml;netebilme &ouml;zg&uuml;rl&uuml;ğ&uuml;,</li><li><b>Profesyonel Destek:</b> Sen satışı yaparken arkanda g&uuml;&ccedil;l&uuml; bir kreatif ve operasyon ekibinin desteği,</li><li><b>S&uuml;rd&uuml;r&uuml;lebilir Gelir:</b> Devam eden projelerde (retaining) d&uuml;zenli komisyon imkanı.</li></ul><p>İş T&uuml;r&uuml;: Yarı zamanlı</p><p>Beklenen &ccedil;alışma saatleri: Haftada en az 4</p><p>Work Location: Hybrid remote in Beşiktaş</p>

Ajans Portföy Yönetimi

<div><p><b>Educational Qualification:
</b></p><ul><li>Master's degree in business management, Finance or Marketing.
</li></ul><p><b>Minimum Experience:
</b></p><ul><li>12 years of experience in product management, preferably in lending products (Personal Loans, Ready Cash, or similar retail assets)
</li></ul><p><b>Other Skills &amp; Competencies:
</b></p><ul><li>Product Management &amp; Portfolio Optimization
</li><li>Strategic Planning &amp; Execution
</li><li>Digital Innovation &amp; Process Improvement
</li><li>Marketing Strategy &amp; Campaign Management
</li><li>Cross-functional Collaboration
</li><li>Risk Management &amp; Policy Coordination
</li><li>Data-driven Decision Making
</li><li>Stakeholder Management
</li><li>Strong understanding of the lending lifecycle, risk policies, and digital product trends</li></ul></div>
<br><div><p><b>Educational Qualification:
</b></p><ul><li>Master's degree in business management, Finance or Marketing.
</li></ul><p><b>Minimum Experience:
</b></p><ul><li>12 years of experience in product management, preferably in lending products (Personal Loans, Ready Cash, or similar retail assets)
</li></ul><p><b>Other Skills &amp; Competencies:
</b></p><ul><li>Product Management &amp; Portfolio Optimization
</li><li>Strategic Planning &amp; Execution
</li><li>Digital Innovation &amp; Process Improvement
</li><li>Marketing Strategy &amp; Campaign Management
</li><li>Cross-functional Collaboration
</li><li>Risk Management &amp; Policy Coordination
</li><li>Data-driven Decision Making
</li><li>Stakeholder Management
</li><li>Strong understanding of the lending lifecycle, risk policies, and digital product trends</li></ul></div>

Product Head Personal Loan and Ready Cash

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Ajans Portföy Yönetimi

Product Head Personal Loan and Ready Cash