Portfolio Manager - Institutional Client Group - Technology Job at U.S. Bank National Association (San Francisco, CA)

New

Portfolio Manager - Institutional Client Group - Technology

Partners with assigned Relationship Manager(s) to successfully manage Commercial...

Location

United States , San Francisco, CA; Cincinnati, OH; Newport Beach, CA; Charlotte, NC; New York, NY; View All 10 Locations

Salary:

132260.00 - 155600.00 USD / Year

U.S. Bank National Association

Expiration Date

February 26, 2026

Requirements

Bachelor's degree, or equivalent work experience
Seven to ten years of commercial banking experience
Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures
Strong relationship management and business development abilities, with thorough knowledge of credit products
Strong analytical and problem-solving skills
Ability to work effectively with individuals and groups across the company to manage customer relationships
Well-developed written communication and verbal presentation skills

Job Responsibility

Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account relationships
Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers
Underwriting all types of credit account exposure
Managing an assigned credit portfolio
Successfully closing new business relationships and expanding existing relationships
Managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships
Provides customer service
Participates in joint sales calls with Relationship Manager(s)
Identifies customer needs

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

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Digital Relationship Manager

The Digital Relationship Manager is a strategic professional who stays abreast o...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in Commercial / Relationship Banking as Relationship Manager, with international customers
Excellent interpersonal, communication and influencing skills
Excellent knowledge of the Digital, Technology & Communications market, companies, ecosystem, competition, local regulations
Sound knowledge of banking, treasury / lending / FX (Markets) / trade products and processes, as well as a solid track record of providing effective and thought out banking and financial advice and solutions to clients
Demonstrate expert level credit skills, capable of structuring all credit deals and guiding staff through the credit deal approval process
Entrepreneurial mindset and excellent selling skills
Team player with the ability to collaborate with the local, regional and global teams, as well as requesting support from the appropriate team members as required
Ability to engage appropriately at all levels in the organization and build relationships with a variety of business and external (Venture capital firms, debt advisory, corporate finance, legal, audit, industry associations and other key industry influencers) sources
Relevant bachelor’s degree with preference for Master’s from a university or business school
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities

Job Responsibility

Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations
Acquire new, multi-product, Digital, Technology & Communications customers headquartered in Ireland, for the Bank, and manage those relationships end to end
Introduces solutions to clients in building and strengthening an effective portfolio
Collaborate and work closely with various product teams (treasury solution sales, trade finance, markets, corporate finance, capital markets, investment banking), Risk teams, as well as the broader CCB global network
Identifies cross-sell opportunities to deepen and increase share of wallet
Monitoring and supporting the products’ implementation process
Managing customers and transactions in the CRM platform
Maximizes client experience by proactively sharing markets updates, trends and intelligence
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and local ecosystem)

What we offer

Global benefits designed to support your well-being, growth and work-life balance

Fulltime

IT Senior Group Manager - Director

The Brazil Technology Country Head manages technology strategy and execution acr...

Location

Brazil , São Paulo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum 15+ years' experience in a related technology management role within a large financial institution, with a proven record of success and significant executive-level experience preferred
Significant understanding of the regulatory environment in Brazil and expertise in managing regulatory expectations in a complex market
Proven capability to lead change effectively within a dynamic and evolving environment and to manage a large workforce, including matrix management of senior leaders
Strong Technology risk experience, including perceptiveness to identify early warning signals
Excellent strategic thinking and problem-solving abilities to navigate challenges and identify optimal solutions
Outstanding communication and interpersonal skills, with the ability to effectively communicate and negotiate with stakeholders at all levels, both internally and externally, including regulators
Demonstrated people leadership skills, including the ability to connect, motivate, inspire, and guide diverse teams to achieve organizational objectives
Ability to build and promote talent within the organization and embed career development pathways for succession planning
Fluent Portuguese and English
Bachelor's/University degree or equivalent credentials

Job Responsibility

Leads and executes Technology strategy and priorities for Brazil across all lines of business
Acts as the main Technology point of contact, providing horizontal oversight and governance representation for all Technology areas in the country, including CIO, CISO and Business Architecture
Drives adoption of a consistent technology architecture for clients and internal stakeholders across geographies within Brazil
Oversees country IT projects portfolio and investments, specifically focusing on local regulatory programs
Actively participates in and represents all Technology functions on required country governance committees and respective follow-ups
Acts as the senior point of contact for local regulators on Technology items, demonstrating strong understanding of the local regulatory landscape and Brazilian market
Ensures Citi can operate a stable technical platform with rapid response to client-impacting issues and issues that impact business continuity
Oversees Technology risk management, including Cyber, for Brazil
Escalates, manages, and ensures timely reporting of significant risk events and issues with transparency to key franchise and cluster stakeholders
Provides matrix management and leadership to technology Lines of Business in the country, promoting talent development and mobility

Fulltime

Corporate Banking - UK Technology, Media, and Telecommunications (TMT) Head

The Banker is a senior-level position responsible for assisting clients with the...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Current/recent direct experience with UK Technology, Telecoms and Media clients
Demonstrated collaboration with multiple corporate banking stakeholders including coverage teams, risk and products
Comprehensive knowledge of corporate banking business including related products, pertinent regulations and the lending and credit approval process
Demonstrated leadership, organizational, negotiation, presentation sales, client-relationship building, analytical and credit skills
Consistently demonstrate clear and concise written and verbal communication
Experience in originating, structuring and executing transactions and financings
Experience with large, global corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
Strong understanding of capital management and ability to efficiently allocate capital across the portfolio
Strong track record of developing complex client relationships and balancing capital, returns and credit appetite
Experience with managing diverse teams and demonstrated commitment to talent development

Job Responsibility

Lead in the origination, structuring, and execution of transactions and financings and foster and leverage ongoing global relationships inside and outside of the organization
Manage credit risk of the client portfolio and allocate capital prudently through partnership with senior credit officers and capital management
Provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, structured finance, share repurchase, and interest rate and equity derivatives for a selected client portfolio
Provide sophisticated financial solutions tailored to clients’ needs and act as a content provider on industry and market trends
Meet revenue and other financial goals by leveraging Citi’s full spectrum of Institutional Client Groups (ICG) products and services and ensure solutions meet or exceed internal risk, return and compliance requirements, ethical standards, and anticipated future changes in the marketplace
Proactively leverage industry trends and client solutions to propose new ideas and content for clients
Partner with ICG partners to execute episodic transactions and drive client planning by delivering product agnostic solutions, client access, and effective capital allocation
Identify and lead new business opportunities enabling a balanced growth of the client portfolio
Recruit and develop diverse talent for the Corporate Bank and serve as a mentor to junior bankers
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Credit Financing - Collateralized Loan Obligation - Vice President

The Underwriter is a strategic professional who contributes to credit strategies...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10 years previous credit authority experience within a financial institution and familiarity working in regulatory, compliance, policy environment
Proven analytical skills including the ability to assess structural components of individual transactions, quality of underlying pool assets, and asset managers' capabilities, strategies, underwriting, portfolio management, and track records
Demonstrated knowledge of structured finance/securitization of Private Credit, Middle Market or Broadly Syndicated Loans along with leveraged loans, high yield credits and ability to deal with complex and variable issues where development of an approach/ action involves weighing various alternatives and balancing potentially conflicting needs
Good analytical skills in filtering, prioritizing and validating potentially complex material from multiple sources
Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
Effective interpersonal and written/verbal communication skills
Pro-active disposition with ability to work autonomously and within a team
proficiency with various business applications (e.g., Excel, Word, PowerPoint)
Experience in technology or operation/process enhancements

Job Responsibility

Appropriately assess credit risk and other risk considerations when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup's clients and assets by driving compliance with applicable laws, rules and regulations
adhering to Policy
applying sound ethical judgment regarding personal behavior, conduct and business practices
and escalating, managing and reporting control issues with transparency
Interface with and support bankers in underwriting requests for credit extensions of securitization facilities for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards
Participate in due diligence and prepare a detailed written credit memo for periodic monitoring including annual reviews and quarterly memos on existing transaction that includes detailed analysis of the business terms, structural elements, strengths and prevailing risk factors, asset types, and compliance with internal underwriting guidelines in rendering a final credit recommendation to Risk
Perform ongoing monitoring of individual transaction and portfolio trends in a timely fashion
Keep abreast of latest research and developments in industry, product, and rating agency criteria
Maintain familiarity and compliance with Citibank Wholesale Credit Risk policies/standards/procedures and regulatory policies to ensure the business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors and/or reviewers
Assists business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels. Work with management team on prioritization and implementation of approved actions

What we offer

Global workforce benefits
Work-life balance support

Fulltime

New

Data Center Project Director

The Data Center Project Director leads the strategic management of complex data ...

Location

Luxembourg , Luxembourg

Salary:

Not provided

JLL

Expiration Date

Until further notice

Requirements

Bachelor's degree in Engineering, Architecture, Construction Management, or equivalent technical discipline
Master's degree preferred
Professional certifications such as PMP, P3O, or equivalent project management credentials
Data center-specific certifications (Uptime Institute, DCCA, or similar) highly valued
12+ years of progressive project management experience with minimum 8 years focused on data center or critical infrastructure projects
Proven track record managing data center projects from 10MW to 100MW+ capacity with project values exceeding €50M
Deep understanding of critical infrastructure systems including UPS, PDUs, CRAC/CRAH units, generators, fire suppression, and building management systems
Comprehensive knowledge of data center design standards, industry regulations, and commissioning processes
Experience with both new construction and live environment upgrades requiring zero-downtime execution
Understanding of hyperscale, colocation, and enterprise data center business models and operational requirements

Job Responsibility

Provide executive-level project leadership for data center developments valued from €50M to €500M+, including hyperscale, colocation, and enterprise facilities
Develop and execute comprehensive project strategies encompassing scope definition, timeline optimization, budget management, and resource allocation across multiple concurrent projects
Lead business development initiatives, including proposal development, client presentations, and strategic relationship management with key stakeholders
Drive continuous improvement initiatives to enhance project delivery methodologies and organizational capabilities
Serve as primary executive interface for C-level clients, investors, and key stakeholders throughout the project lifecycle
Facilitate strategic decision-making processes, manage expectations, and ensure alignment between project objectives and broader organizational goals
Coordinate with utility providers, regulatory authorities, and local governments to secure necessary approvals and infrastructure connections
Lead executive steering committee meetings and board-level project reviews
Oversee technical delivery of critical infrastructure systems including power distribution (up to 100MW+), advanced cooling systems, fire suppression, security systems, and backup power generation
Ensure compliance with industry standards including TIA-942, Uptime Institute Tier classifications, ASHRAE guidelines, and local regulatory requirements

What we offer

Entrepreneurial, inclusive culture
Total Rewards program reflecting commitment to helping you achieve your ambitions in career, recognition, wellbeing, benefits and pay

Fulltime

Emerging Corporate Relationship Manager

The Emerging Corp Relationship Manager is a strategic professional who stays abr...

Location

India , Kochi; Coimbatore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
Sound knowledge of banking and investment products and process
Track record of providing sound banking and financial advice and solutions to clients
Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions
Demonstrates advanced level of Early Warning Detection skills
Demonstrates advanced credit skills
able to structure all type of credit deals
Ability to work effectively in team setting
Ability to coordinate multi-functional teams to provide an exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)

Job Responsibility

Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
Introduces solutions to clients in building and strengthening an effective portfolio
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs
Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate Know Your Client (KYC) and other compliance deliverables are met
Identifies cross-sell opportunities to deepen and increase share of wallet
Maximizes client experience by proactive sharing markets updates, trend and intelligence
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
Networks with clients to identify avenues for new business opportunities
Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes

Fulltime

Technical Solutions Architecture Advisor

The Technical Solutions Architecture Advisor at NTT DATA will leverage over 10 y...

Location

India , Bangalore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

10+ years demonstrated gradual experience in IT Outsourcing and Managed Services delivery, solutioning/pre-sales, sales, product management or a corporate leadership role in managed services or consulting, with Bachelor's Degree, or equivalent
In-depth experience in creating and managing the creation of infrastructure outsourcing solutions and cost models
Technical thought leadership, organizational agility and ability to communicate affectively within a global team
Exhibited maturity in conducting business and developing deep relationships with key partners
Excellent verbal/written communication skills
Strong analytical and problem-solving skills
Ability to organize and prioritize work flows, multiple tasks and work independently
Experience with end user services product portfolio structures and pricing models
Proven end user services domain and technical expertise in the following areas: Service Desk, Field Services, Endpoint management (including mobility and BYOD), messaging and collaboration, desktop engineering (including VDI, cloud VDI and Application Virtualization) and asset lifecycle management services
In depth knowledge of services support models and related interdependencies in support of an workplace services ecosystem

Job Responsibility

Support NTT DATA Services business development efforts by collaborating and providing the required inputs into new opportunities to enable the solutioning and accurate incorporation of NTT DATA Services workplace services offerings and capabilities
Work with solution design team members and sales to establish accurate costing and pricing techniques
Ensure that new client solutions are architected and designed in an optimum way to achieve the expected levels of functionality and quality
Promote existing and new capabilities about the workplace services offerings to internal groups, partners and clients
Build opportunity level cost models and supports benchmarking efforts against market pricing, positioning strategy and partner strategy
Keep abreast of new technologies and products emerging in the Workplace Services area
Refine the definition and validation of new features leading to new solution development, including understanding of what a Client “complete” solution comprises of, its ecosystem, partner dependencies, and use cases, as required
Participate in establishing and maintaining Workplace Services practice architecture standards and supporting processes
Determine where development and enhancement of capabilities or offerings is needed by analyzing relevant opportunities, gathering inputs from strategic accounts and NTT DATA Services internal and external partners
Facilitate and coordinate collaborative dialog with sales, pre-sales and delivery teams, to provide consolidated input for relevant corporate stakeholders as they relate to new capabilities and repeatable solutions

Portfolio Manager - Institutional Client Group - Technology

U.S. Bank National Association

Location:
United States , San Francisco, CA ▼
Cincinnati, OH
Newport Beach, CA
Charlotte, NC
New York, NY

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 26, 2026

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