Asset Finance Portfolio Management Team Lead Job at Citizens Bank (Chicago)

Asset Management Lead

The Asset Management Lead will support the commercial oversight for operating an...

Location

United States , Houston

Salary:

Not provided

EDP

Expiration Date

July 06, 2026

Requirements

Bachelor's degree in Finance, Engineering, or a related field
MBA strongly preferred
7+ years of relevant experience
Proficient knowledge of Microsoft Office software and database development and management
Strong written and verbal communication along with presentation skills
Strong organizational and high attention to detail
Demonstrated ability to lead cross-functional, multi-departmental teams
Self-motivated and able to work effectively with minimal direction in both structured and unstructured work environments
Ability to maintain and enhance customer relationships
Ability to lead and support complex negotiations

Job Responsibility

Plan and develop profit & loss (P&L) activities, identify gaps and provide recommendations to address
Lead the development of project-level annual budgets and creation of longer-term business plans in collaboration with other EDPR teams
Provide explanations to EDPR management, financing partners, and power off-takers regarding financial and operation performance as compared to budget
Update financial estimates on a quarterly basis in collaboration with the Finance team
Interface with Operations, Performance Management, original equipment manufacturers, and service providers on routine operational issues and on initiatives in an effort to increase operational and financial performance and reduce risk exposure
Perform ad-hoc analyses of the historical and forward-looking performance of the asset
Meet reporting obligations to financing entities by providing necessary commentary and reports as required under the company's financing obligations
Oversee commercial activities by giving support to commercial deals, including Power Purchase Agreements (PPAs), Renewable Energy Credit (REC) sales, and sales of ancillary services
Lead resolution of significant agreement issues (i.e., greater than $500k) that stem from the operation of the project (e.g., equipment warranties, landowner agreements, PPAs, financing agreements, wind forecasting, tax agreements, interconnection agreements)
Support the development and implementation of financing agreements as needed

Fulltime

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New

Transaction Banking - Liquidity Product Manager : Commercialization & Portfolio Management - (SVP)

This is a role within the Asia South Cluster Liquidity Management Services (LMS)...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

8+ years of relevant experience in product management, corporate treasury, or finance
Proven experience in a regional or cluster-level role is highly desirable
Deep knowledge of the Asia South Cluster liquidity and cash management landscape, including industry players, regulatory environments, and ecosystem partners
Collaborative team player who is keen to make a difference
Broad and diverse functional experience, with a strong background in product development, analytics, commercialization, and risk management
Experience with AI, digital assets, or advanced data analytics in a financial context is a significant advantage
Demonstrated ability to work under pressure, manage deadlines, and adjust priorities in a dynamic environment
Strong leadership skills with the ability to work unsupervised and drive results across a matrixed organization
Excellent analytical, problem-solving, and decision-making skills
Consistently demonstrates clear and concise written and verbal communication

Job Responsibility

Drive corridor data & commercialization initiatives and the adoption of cash concentration, pooling, deposits, and investment products, for both onshore and offshore structures
Partner with PDS and develop a liquidity products connectivity and integration with Client's ERP/TMS content and support client/sales/banking advisory
Drive billing and fee growth initiatives for the cluster jointly with global liquidity product partners
Drive horizontal cash initiatives by working closely & collaborating with sales, banking, payments & platform and data services teams
Shape and execute the defend strategy for top corporate, commercial bank, public sector & financial institution clients, driving both revenue growth and client retention
Lead the cluster's commercialization strategy, leveraging growth industry analytics, client flows, and data to generate sales leads and monitor campaign effectiveness
Creating client facing content to drive commercialization targeting advisory for Treasurer & CFO clients
Drive overall deposit portfolio volume growth through targeted strategies and initiatives
Lead portfolio optimization efforts, dynamically adjusting strategies to maximize revenue and returns
Enhance the quality of the cluster's deposit book by strategically managing the currency mix and overall sub-product composition

Fulltime

Manager, Asset Management

As the Manager, Asset Management, you will be at the forefront of driving value ...

Location

United States , Portland

Salary:

149000.00 - 186000.00 USD / Year

Greystar Real Estate Partners LLC

Expiration Date

Until further notice

Requirements

5+ years of experience in real estate finance
A bachelor's degree is required in Finance, Business, Real Estate, Economics, or related field
Experience supporting development projects throughout the entire lifecycle from conception through completion
Dynamic verbal and written communication skills and strong interpersonal abilities
Strong analytical and quantitative skills, with excellent financial acumen and high proficiency with real estate underwriting and real estate finance concepts
Monitors departmental progress and improves and adapts systems and services to drive results
Promotes a strong customer centric culture within the department to support seamless service and trust in Greystar as a reliable partner
Leads with passion, defines the vision, and facilities the development of their team
Demonstrated knowledge of the market dynamics within assigned region

Job Responsibility

Leads initiatives, activities, and strategies by researching, analyzing, and identifying new investment opportunities supported by market opinions, contacting and meeting with potential clients, preparing and presenting financial proposals, and overseeing the take-over and transition of new properties either acquired or developed
Maintains and manages client equity relationships and satisfaction by maintaining on-going communication, providing detailed reports, market updates, and financial analysis on the performance of the portfolios, acting quickly and with urgency to address client concerns, questions, or requests, and reviewing and acting on client satisfaction survey results
Develops market and asset reviews to evaluate the overall operational and financial results for the asset portfolio, discusses issues and potential challenges that threated portfolio performance, and presents recommendations, plans and strategies for enhancing value and improving financial returns
Manages and ensures the portfolio’s compliance with debt and equity providers, develops and provides reports to investment committee and equity partners, monitors investment performance, return, and forecasts through DCF financial modeling, and recommends methods to optimize returns at the asset and subsequently the portfolio level
Measures, evaluates, and reports on the portfolio’s performance against budget and investment proforma, managing and monitoring cash flow, making strategic recommendations on asset capitalization, and preparing monthly and quarterly clientportfolio/performancereports
Reviews market, economic, and capital trends and factors impacting the performance of the portfolio, prepares and delivers presentations and updates to investment committee/equity partners, and participates in formulating the long-term disposition and exit strategy for the assets
Develops and leads revenue-enhancing and expense containment programs and initiatives at the property level, monitors resident turnover and satisfaction indicators, and identifies and acts on opportunities to drive operational excellence to enhance value
Interacts with Development and Construction regarding the delivery of assets, warranty items or completion of capital improvement initiatives
Leads and evaluates a team of direct reports including Analysts, Associates and Managers asrequired

What we offer

Competitive Medical, Dental, Vision, and Disability & Life insurance benefits
Low (free basic) employee Medical costs for employee-only coverage
costs discounted after 3 and 5 years of service
Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 11 paid holidays. Plus your birthday off after 1 year of service
Additional vacation accrued with tenure
Onsite housing discount at Greystar-managed communities
6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter)
401(k) with Company Match up to 6% of pay after 6 months of service
Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy)
Employee Assistance Program

Fulltime

Director of Commercial Loan Asset Management

Robert Half is currently recruiting for a Director of Commercial Loan Asset Mana...

Location

United States , Tampa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

15+ years of experience in commercial lending, asset management, special assets, loan workouts, or a closely related commercial credit environment
Demonstrated leadership experience overseeing teams within commercial real estate finance, loan servicing, or portfolio management functions
Strong knowledge of commercial loan agreements, underwriting concepts, servicing practices, and asset performance analysis
Experience managing distressed or criticized commercial credits and guiding workout strategies through resolution
Ability to evaluate borrower financial information, collateral positions, payment trends, and portfolio risk indicators
Familiarity with regulatory compliance expectations within financial services and commercial lending operations
Excellent communication and relationship management skills, with the ability to work effectively with leadership, clients, borrowers, and internal partners

Job Responsibility

Leading commercial loan asset management activities across assigned portfolios
Managing client, borrower, and counterparty communications
Overseeing workout strategies for underperforming or nonperforming commercial credits
Reviewing and interpreting commercial loan documentation, covenants, collateral documents, assignments, and related agreements
Monitoring past-due items, defaults, covenant compliance, and borrower performance
Supporting foreclosure, receivership, collateral recovery, and asset resolution efforts as needed
Developing reporting tools to track portfolio activity, volume, capacity, and efficiency
Supervising, mentoring, training, and developing asset management staff
Partnering with internal servicing, operations, business analysts, and senior leadership to improve systems, procedures, and workflow

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Director Of Commercial Loan Asset Management

Robert Half is currently recruiting for a Director of Commercial Loan Asset Mana...

Location

United States , Tampa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

15+ years of experience in commercial lending, asset management, special assets, loan workouts, or a closely related commercial credit environment
Demonstrated leadership experience overseeing teams within commercial real estate finance, loan servicing, or portfolio management functions
Strong knowledge of commercial loan agreements, underwriting concepts, servicing practices, and asset performance analysis
Experience managing distressed or criticized commercial credits and guiding workout strategies through resolution
Ability to evaluate borrower financial information, collateral positions, payment trends, and portfolio risk indicators
Familiarity with regulatory compliance expectations within financial services and commercial lending operations
Background in commercial real estate, construction lending, or portfolios that include complex commercial debt structures is highly valued
Excellent communication and relationship management skills, with the ability to work effectively with leadership, clients, borrowers, and internal partners

Job Responsibility

Leading commercial loan asset management activities across assigned portfolios
Managing client, borrower, and counterparty communications
Overseeing workout strategies for underperforming or nonperforming commercial credits
Reviewing and interpreting commercial loan documentation, covenants, collateral documents, assignments, and related agreements
Monitoring past-due items, defaults, covenant compliance, and borrower performance
Supporting foreclosure, receivership, collateral recovery, and asset resolution efforts as needed
Developing reporting tools to track portfolio activity, volume, capacity, and efficiency
Supervising, mentoring, training, and developing asset management staff
Partnering with internal servicing, operations, business analysts, and senior leadership to improve systems, procedures, and workflow

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Program Management Lead - Vice President

Are you looking for a career move that will put you at the heart of a global fin...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstrable experience in project management within the financial services industry
Project Methodologies: Proven proficiency and practical experience with Agile, Waterfall, and hybrid project management methodologies
Stakeholder Management: Exceptional ability to engage, influence, and align diverse stakeholder groups, including front office, IT, risk, compliance, and finance teams
Self-Motivation & Prioritization: A self-starting individual with the ability to multitask effectively and prioritize demanding workloads within a dynamic, fast-paced environment
Risk & Issue Management: Demonstrated ability to drive robust risk and issue management practices by working effectively across a global organization
Adaptability: Proven capacity to handle complexity, navigate ambiguity, and thrive in a fast-changing, often demanding work environment
Problem-Solving Skills: Strong analytical and problem-solving capabilities, with the ability to navigate complex dataflows and resolve critical issues under tight deadlines
Communication Skills: Excellent written and verbal communication skills, including the ability to present complex information clearly and persuasively to senior executives

Job Responsibility

Supports planning, directing and coordination of day-to-day activities of running a program or portfolio of programs
Applies in-depth understanding of how areas collectively integrate within the subfunction as well as coordinate and contribute to the objectives of the entire function
and, requires basic commercial awareness
Assesses creation and signoff of program plan and charter, benefits management plan, stakeholder management plan, acceptance plan, and central program issue log
Oversees program plans meet business needs as described in the program initiation documents
Ensures all stakeholders are identified and included in scope definition activities and understand the program schedule and key milestones
Works with Program Sponsor to ensure business case cost benefit analysis is in line with business objectives
Ensures all areas of the program are appropriately staffed
Monitors program commitment from those assigning resources
Escalates program risks to the Program Director, or Program Sponsor, when appropriate

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Senior Analyst - Asset Management & FP&A

The Senior Analyst - Asset Management & FP&A serves as a cross-functional resour...

Location

United States , Tampa

Salary:

110000.00 - 125000.00 USD / Year

Rittenhouse Village At Michigan City

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Finance, Accounting, Real Estate, or a related business field
Senior housing or healthcare real estate experience is required
Two to five years in a financial analysis, FP&A, or asset management analyst role
Direct experience preparing investor or capital partner reporting packages highly valued
Advanced Excel skills required, including complex financial modeling, dynamic functions, and scenario analysis
Experience with Power BI or comparable data visualization tools (Tableau, Qlik, etc.) strongly preferred
Proficiency with Microsoft Office suite (Word, Outlook, PowerPoint)
Familiarity with senior housing operating systems (Yardi, PointClickCare, MDS, or similar) a plus

Job Responsibility

Leads the annual community-level and portfolio-level operating budget process
Develops forecasts for revenue, expenses, and NOI
Analyzes financial performance of individual assets and sub-portfolios
Builds and maintains driver-based financial models
Prepares budget and forecast variance analyses
Partners with community and regional operations teams to stress-test assumptions
Establishes and manages the annual budget calendar
Prepares and presents monthly financial review packages for capital and equity partners
Responds to ad hoc analytical requests from ownership groups and equity partners
Supports asset management presentations for investor calls, quarterly reviews, and annual meetings

Fulltime

Asset Management Associate

The Asset Management Associate drives the execution, development, and implementa...

Location

United States , Tampa

Salary:

Not provided

Greystar Real Estate Partners LLC

Expiration Date

Until further notice

Requirements

A bachelor’s or master’s degree in finance, accounting, business, real estate, economics, or a related field from an accredited institution is preferred
3+ years of experience in real estate finance
Attention to detail and strong creative problem-solving skills
Proficiency in Excel and financial modelling skills
Strong organizational, time-management and project management skills to effectively track, report and manage multiple projects and priorities where meeting deadlines is critical
Excellent interpersonal and relationship-management skills in order to establish, cultivate, and maintain productive relationships with brokers, institutional and equity partners, owners, lenders, and the variety of potential clients with whom Greystar does business
Professional presentation skills and public speaking ability

Job Responsibility

Conducts financial analysis of multifamily development assets, including the creating of detailed pro-forma and Excel based financial models
Gathers, complies, investigates, and analyzes market data to identify market trends, and prepares narrative memoranda, detailed reports, and market summaries that provide insights on property level and market trends
Collaborates on new investment committee memos, financing or disposition recommendations and updates on existing development assets
Establishes and maintains productive relationships with local market brokers, institutional and equity partners, lenders, regional property management and other key stakeholders, and appropriately manages on-going communications related to development transactions
Participates in developing documentation and recommendations on key findings that may affect the return and financial performance of the asset(s)
Organizes and/or leads the disposition process including broker coordination and the due diligence or assets under contract
Performs valuation analysis and develops documentation and recommendations based on key findings that may affect the return and financial performance of the asset(s)
Monitors and reports on the status and progress of sales transactions and new product deliveries within the assigned geographic region
Establishes critical timelines and deadlines for tasks and activities related to the proposed transaction and identifies and effectively addresses issues or problems that could otherwise adversely affect closing
Works with internal teams and external parties to implement process improvements that target increased revenue, reduced operating expenses, promote efficiencies, and promote the overall performance of the asset(s)

What we offer

Competitive Medical, Dental, Vision, and Disability & Life insurance benefits
Low (free basic) employee Medical costs for employee-only coverage
costs discounted after 3 and 5 years of service
Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 11 paid holidays. Plus your birthday off after 1 year of service!
Additional vacation accrued with tenure
Onsite housing discount at Greystar-managed communities are available subject to discount and unit availability
6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter)
401(k) with Company Match up to 6% of pay after 6 months of service
Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy)
Employee Assistance Program

Fulltime

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Asset Finance Portfolio Management Team Lead

Job Description

Job Responsibility

Requirements

What we offer

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