7 associate portfolio management jobs found in Cleveland, OH

Location: 127 Public Square, Cleveland Ohio Job Summary The Associate, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Associate, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. This...

Location: 127 Public Square, Cleveland Ohio Job Summary Enterprise Payments is the fastest growing business segment in KeyBank, encompassing a leading commercial card, merchant, FX, liquidity, and fintech product set across a wide array of industry verticals and client segments. Our solutions are the software and payments engine that allows businesses to tackle their unique challenges and better engage with their customers—from a mom and pop restaurant, all the way to a publicly traded company. When a business chooses to bank with Key, we can bring not only the bank to the client, but we can also offer innovation and consultative expertise with the help of our fintech products and partnerships to take our clients’ banking experience to the next level. The DACA (Deposit Account Control Agreement) Product Associate is responsible for assisting in DACA product planning, product management, and DACA risk. This role supports the execution of the overall business strategy,...

Location: 127 Public Square, Cleveland Ohio Job Summary The Vice President, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documentation to support multimillion-dollar credit requests within the State & Local Governments and Education (SLED) portfolio. These activities support the growth of funded assets and client relationships while maintaining asset quality within the Bank’s defined risk appetite. Credit activities include obtaining initial approval for new and, at times, complex credit exposure (e.g., municipal loans, leases, lines of credit, ACH exposure, and other public sector lending products), as well as amendments, renewals, and modifications to existing facilities. The VP, Portfolio Management is also responsible for ongoing credit monitoring and risk rating for a portfolio of SLED clients, including municipalities and not-for-profit education institutions, with a level of...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 127 Public Square, Cleveland Ohio Job Summary The Family Wealth Investment Consultant Manager leads a team of Portfolio Strategists responsible for managing and constructing customized investment portfolios for ultra-high-net-worth clients within a fiduciary framework. This role provides strategic, technical, and people leadership to ensure consistent investment excellence, risk management, and client outcomes across the platform. The Manager operates in a player-coach capacity, balancing team leadership responsibilities with managing a select portfolio of client relationships and providing investment advice. This role partners closely with Client Development leadership and other Family Wealth Segment stakeholders to drive high-quality client strategies, scalable processes, and strong team performance. Essential Functions Lead, coach, and develop a team of Family Wealth Portfolio Strategists responsible for managing large, complex discretionary portfolios for...

Location: 127 Public Square, Cleveland Ohio Job Summary The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, occasionally complex, credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners...