Portfolio Manager, Client Salary at Yahoo BETA

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. + Identifies new sales opportunities for prospects and existing commercial clients through analysis. + May participate in on-site client visits with other internal stakeholders. + Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations. + Recommends credit according to sound credit-granting principles. + Exercises individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Evaluate

**General Description:** The senior director of Strategy and Portfolio Management will lead a high-impact team focusing on shaping and driving the strategic direction of data strategy initiatives, aligning DSDI portfolio with strategic priorities, and effectively managing resource and budgets with focus on the long-term success. This role is pivotal in aligning R&D priorities with the broader organizational strategy and ensuring that data and technology are leveraged effectively to accelerate innovation, improve decision-making and enhance outcomes. **Key responsibilities:** Strategic leadership: + Develop and lead the execution of a comprehensive strategy for integrating data and technology into the pipeline. + Collaborate with senior leadership to align R&D data and technology strategies with overall business objectives. + Identify emerging trends, opportunities, and risks in data and technology that could impact cross-functional organizations. Portfolio Management + Oversee the mana

Job Description Job Description We have an immediate opening for a Portfolio Manager (HOA). A successful candidate will have several years of previous residential condominium management experience in the HOA management industry. Preference given to CACM or CAI members, or candidates. Knowledge of California Civil Code, facilities management and disclosure requirements is preferred. The ideal candidate must be reliable, mature, responsible, well-mannered and professional. This person must also be detail-oriented, organized, able to take direction well and possesses good written and oral communication skills. The Portfolio Manager candidate must be able to interact and negotiate with vendors and other outside parties in a pleasant and efficient manner, prioritize, have an outgoing and positive attitude, and possess solid judgment. This would be the a great opportunity for anyone interested in a career in association management! GENERAL ADMINISTRATIVE FUNCTIONS: Responsible for the overal

Merrill Financial Solutions Advisor - Silicon Valley Capital Market San Jose, California;San Jose, California; Monterey, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self

Merrill Financial Solutions Advisor (Partially Licensed)- San Francisco Market San Francisco, California;Mill Valley, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to

Commercial Banking Summer Internship Program, (Intern) Location: Palo Alto, CA (Hybrid) Start: June 2025 Summary: The Commercial Banking Internship is tailored to students interested in business banking. Whether you desire to become future relationship managers, portfolio managers, or an underwriter this will be a great opportunity. This comprehensive 8-week internship program will provide students the opportunity to experience first-hand the relationship banking environment that has defined Comerica's strong ties to clients, colleagues, and communities for over 170 years. Position Responsibilities: Portfolio Management Support * Collect and monitor financial information. * Work with Portfolio Manager and Relationship Managers on client support. Sales Support * Industry research. * Preparation of marketing materials. * Prospect identification. Project: Prospect Identification and Marketing Plan Development * Work with the team to understand the target customer profile. * Leverage resou

Merrill Financial Solutions Advisor (Partially Licensed) - Silicon Valley Capital Market San Jose, California;San Jose, California; Monterey, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to b

Portfolio Manager Under general or minimal supervision, and in conjunction with RMs, manages the moderately complex aspects of a portfolio of existing customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains a basic understanding of commercial, economic and financial circumstances and how they impact the customers and prospective customers under their management. Coordinates with key internal partners to support servicing of existing customer base. Position Responsibilities: Portfolio and Risk Management * Retain and manage existing loan portfolio, taking ownership of all reviews and renewals for existing credit customers. * Formulates an opinion of whether such relationships continue to be an acceptable risk. * Decides loan terms and conditions if within own credit limits or makes recommendations to appropriate authority. * Develops and maintains direct relationships with customers in