4 portfolio manager iii jobs found

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Team Manager manages a group of trust professionals that are focused on professional quality administration assistance with emphasis on high technical competence and client service to ensure that needs of High Net Worth clients and beneficiaries are met.  Confidentiality and privacy of client information is paramount.  The role will have leadership responsibility for a team of Associates/Analysts/Assistants. Fulfills fiduciary responsibilities of KeyBank by providing expert assistance to Trust Officers and counsel to High Net Worth clients and beneficiaries. Actively assists in the management of trust relationships, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. ESSENTIAL JOB FUNCTIONS The role of the Trust Team Manager is to act as a player coach to the...

Location: 200 Middle Street, Suite 301, Portland Maine Job Summary The Key Private Bank Market Leader (KPB ML) directly manages the Private Banking sales team and indirectly manages the support teams to drive business results. Managing the financial performance of the Private Banking sales teams, the KPB ML is accountable for the delivery of exceptional sales results, the execution of a disciplined sales culture, and the coaching and development of a high performing sales team. The KPB ML leads the Private Bank sales team to provide comprehensive, integrated investment, trust, banking, and planning solutions for generations of high-net-worth individuals and their families. Through a team-based approach, the sales team implements a disciplined planning approach which simplifies the complex needs of clients to help them grow, preserve, and transfer wealth. Private Bank clients consist of: (1) Ultra Wealth - Individuals with $10MM + in Investable Assets and/or $15MM in Net...

Location: 11501 Outlook Street, Overland Park Kansas JOB BRIEF (PURPOSE) Under the direction of the Manager, our Account Managers are responsible for servicing a commercial real estate portfolio in a timely, efficient, and responsible manner to protect the interest of KeyBank, mortgage insurers, and investors.  This is accomplished within the parameters of the servicing agreements, loan documents, policies and procedures, and applicable laws and regulations. We offer Account Manager Positions across three core verticals: CMBS & SASB Commercial Mortgage Backed Securities Single Asset Single Borrower Agency Freddie Mac Fannie Mae Ginnie Mae HUD Full Asset Management Institutional Interim | Balance Sheet Lenders Life & Pension | Foreign Lenders CLOs | ABS | P3 Debt Funds | Repo Servicing Net Lease REITs *Individual skills and experience will be assessed and appropriate job leveling will be assigned at offer. ESSENTIAL...

Location: 11501 Outlook Street, Overland Park Kansas Job Summary Under the supervision of the department manager, the Investor Accounting Analyst II is responsible for accurate and timely reporting and remitting as dictated by the related servicing agreements for assigned contracts. The role involves monitoring fund movements, reconciling custodial accounts, preparing investor reports, and ensuring compliance with servicing agreements. The analyst interacts with internal departments and external parties to manage investor inquiries and portfolio performance reporting. Essential Functions Monitor movement of funds to correct PI/TI accounts and process remittance of principal, interest, and other funds due to investors Timely and accurately reconcile custodial bank accounts and clear outstanding items Utilize current data reporting systems (e.g., RECWEB) effectively Gather, validate, and deliver monthly files and reports to trustees or investors per contractual...