Vice President, Portfolio Management - Industrials Job at Wells Fargo (New York)

Vice President, Portfolio Management - TMT

Location

United States , Charlotte; New York

Salary:

119000.00 - 225000.00 USD / Year

Wells Fargo

Expiration Date

Until further notice

Requirements

5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire
Ability to travel up to 30% of the time

Job Responsibility

Manage and oversee credit aspects of a broad portfolio of public and private companies across the TMT sector
Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely monitoring, risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
Lead coordination and execution of loan booking, closing, legal documentation, compliance requirements, and final credit memos
Partner with senior bankers to prepare and present portfolio updates to senior leadership, risk management and coverage partners
Partner with Corporate Banking Relationship Management, Industry Coverage and Debt Capital Markets Bankers, and other product partners to support client coverage needs related to credit products. Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management. Engage with clients as needed
On-going coordination and partnership with Industrials Independent Risk Management related to borrower and/or portfolio needs
Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
Directly or indirectly manage, mentor and train junior team members
Responsible for adherence to all Wells Fargo credit policies and procedures. Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Mortgage Portfolio Risk Management - Vice President

The Credit Portfolio Officer is an senior-level position responsible for conduct...

Location

India , Haryana

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10-13 years of relevant experience
Knowledge of commercial risk analytics
Ability to apply credit and risk principles toward business goals
Demonstrated ability to synthesize, prioritize and drive results with a sense of urgency
Proven ability to remain organized in a fast-paced environment, managing multiple projects
Proven interpersonal, organizational and analytic skills
Bachelor's degree/University degree or equivalent experience
Flexible to work in 1 PM to 10 PM shift

Job Responsibility

Contribute to the development of new techniques and improvement of processes and work-flows by applying in-depth disciplinary knowledge and integrating subject matter and industry expertise within Risk Management
Develop recommendations to adjust credit policies by analyzing credit and financial performance and setting portfolio risk appetite
Utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, reconciliation, and quality testing
Research customer and/or management queries using risk systems and data and support ad-hoc risk policy analyses and projects as required
Participate in developing, testing, and optimizing credit policies, ensuring consistency and regulatory compliance, and assist in the implementation of those policies, processes and other related initiatives
Manage risk levels for the entire credit spectrum across multiple products and retail formats and prepare risk management presentations for senior management
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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

New

Credit Portfolio Officer (Best Buy Existing Customer Management) - Vice President

This position resides within the Citi Risk Management department, responsible fo...

Location

United States , Schaumburg; Wilmington

Salary:

114720.00 - 172080.00 USD / Year

Citi

Expiration Date

June 17, 2026

Requirements

5+ years of experience in credit card risk management or equivalent training and experience preferably in the financial services industry
Proven ability to apply credit and risk principles toward business goals
Demonstrated ability to synthesize and prioritize
Proven ability to remain organized in a fast-paced environment
Strong interpersonal, organizational and problem solving skills
Proven skills to manage effectively across cross functional areas in a matrix-organization
Extensive knowledge of SAS programming including macro and SQL and knowledge of Knowledge Studio
Bachelor's degree/University degree in Quantitative Fields such as Economics, Statistics, Mathematics, Business Finance or Engineering, or equivalent experience

Job Responsibility

Responsible for developing, analyzing and executing ideas and initiatives designed to achieve business growth and loss mitigation goals. This responsibility involves driving credit risk initiatives in Best Buy's Existing Customer risk management with high cross-functional and partner interactions, requiring strong interpersonal skills.
Understand applicable credit policies, industry regulations and the requisite impact of those governance items on initiatives
Develop recommendations to adjust credit policies by analyzing credit and financial performance utilizing statistical scoring, segmentation, regression and simulation techniques
Ability to leverage credit risk data experience and business acumen to observe key trends / threats / inaccuracies and drivers of those observations
Utilize Statistical Analysis System (SAS) in a UNIX environment to perform risk, financial and data analyses including profiling, sampling, forecasting and new program due diligence
Establish and leverage cross-functional partnerships and network with key internal and external constituencies
Prepare risk management presentations for senior management that include analytics on expected portfolio performance and areas of potential risk and/or opportunity
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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Has the ability to operate with a limited level of direct supervision.
Acts as SME to senior stakeholders and /or other team members.

What we offer

medical
dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Portfolio Credit Risk Management 2nd Lod Lead Analyst, Vice President

The Portfolio Credit Risk Management role oversees portfolio risk management act...

Location

United States , Getzville

Salary:

92000.00 - 138000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
Proven experience in overseeing, challenging, and reviewing credit portfolio management
Demonstrable understanding of credit analysis and counterparty risk with the ability to provide robust oversight and review
Solid experience in the review, challenge and oversight of loanable value methodology and portfolio stress testing
Ability to oversee, evaluate and challenge risk management tools and exposure monitoring processes
Proficient in accuracy and completeness of credit data with the capability to oversee, challenge and review data sets
Experience in overseeing, challenging, and reviewing risk management processes and portfolio risk reports
Comprehensive understanding of risk measurements with a proven oversight, challenge and review skill set
Competence in interpreting and analyzing complex financial data and making informed decisions
Understanding of credit analysis, counterparty risk, and portfolio stress testing

Job Responsibility

Oversee credit portfolio limits and stress testing, ensuring a balance between risk and reward and maintaining the company's risk appetite
Develop advanced methodologies for limit setting within the credit portfolio, factoring in industry trends, regulatory standards, and internal risk appetite
Manage comprehensive risk profiles, coordinating with regulatory bodies, conducting regular portfolio health checks and anticipatory identification of top risk factors
Direct regular portfolio analysis, providing updates on portfolio performance, market trends, and risk factors for ongoing risk assessment and mitigation
Lead governance discussions, interpreting limit governance rules and overseeing activities related to single name and distribution risk to ensure regulatory compliance
Represent and coordinate the second line of defense in terms of risk appetite engagement, effectively communicating and managing risk statements and assessments
Supervise the end-to-end framework for the adequacy of credit reserve and stress testing, ensuring proper management of the credit portfolio
Examine, challenge, and validate new account strategies and account management development for robust checks, minimizing potential risk exposure
Conduct rigorous internal and oversight reviews, probing into internal processes and controls, and managing any ensuing internal audits or regulatory examinations
Assess risk when making business decisions, using advanced analytical skills to evaluate potential risks and protect the firm's reputation

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Vice President, Portfolio Sales Director

The Vice President, Portfolio Sales Director is a senior leadership role respons...

Location

United States , Norwalk

Salary:

108400.00 - 201500.00 USD / Year

RX Global

Expiration Date

Until further notice

Requirements

Proven senior sales leadership experience, preferably within events, media, or complex B2B environments
Demonstrated success managing multi-product or multi-event portfolios with significant revenue responsibility
Excellent strategic planning, commercial acumen, and data-driven decision-making capabilities
Demonstrated success leading and developing senior sales leaders
Exceptional stakeholder management and executive-level communication skills
Operate as a strategic, enterprise-minded leader with a portfolio-first perspective
Balance long-term growth initiatives with near-term revenue delivery
Set a clear vision and holds teams accountable for disciplined execution
Act as a trusted partner to executive leadership and cross-functional peers

Job Responsibility

Develop, own, and execute a comprehensive sales strategy for the entire US event portfolio to achieve revenue, growth, and market expansion targets
Establish clear strategic plans for New Segments, New Business, International Sales, Sponsorship, and Digital revenue streams
Analyze market trends, customer insights, and competitive dynamics to identify growth opportunities and inform portfolio strategy
Ensure portfolio sales strategies are fully aligned with broader company goals and long-term business priorities
Ensure detailed sales plans are in place for all events within the portfolio a minimum of 10–12 months prior to each event
Set, manage, and oversee revenue targets across all events and commercial products within the portfolio
Ensure that sales targets and budgets are developed, approved, and administered 10–12 months in advance of each event
Provide clear, actionable insights and corrective actions to optimize performance and mitigate risk against targets
Lead, mentor, and performance-manage Sales Directors and Sales Managers across the portfolio
Ensure alignment of individual and team objectives with portfolio strategy and revenue priorities

What we offer

Country specific benefits (link provided)

Fulltime

Assistant Vice President, Portfolio Manager and Business Development

Assistant Vice President, Portfolio Manager and Business Development role for Af...

Location

United States , Atlanta

Salary:

145000.00 - 185000.00 USD / Year

Aflac

Expiration Date

Until further notice

Requirements

Bachelor’s degree in financial, mathematics, business administration or other quantitative discipline
Minimum of eight years of professional job-related work experience
At least 4 years in the insurance industry in a similar ventures, strategy, and/or corporate development preferred
Experience leading venture portfolio management and/or innovation efforts desired
Business unit experience preferred
Experience with storyboarding and developing high quality presentations
Strong educational background and/or experience in financial modeling, financial statement analysis and statistical analysis
Excellent quantitative, analytical and critical thinking skills
Demonstrated knowledge of complex business and financial analysis including applied statistical techniques
Strong judgement with the ability to analyze deal options and their implications

Job Responsibility

Leads Aflac Ventures’ portfolio management process
Works with portfolio companies to collect quarterly and annual reporting packages and metrics
Analyzes data and provides portfolio company performance reporting on an ongoing basis
Serves as liaison for Aflac business teams
Cultivates and manages relationships with Aflac teams and key business unit personnel
Work closely with business teams to understand their business priorities and strategic initiatives
Leads internal business development efforts
Identifies opportunities for startups and portfolio companies to engage with Aflac US business
Supports proof of concept and pilot projects as necessary
Leads portfolio review meetings

Fulltime

Credit Portfolio Officer - Vice President

At Citi, we get to connect millions of people across hundreds of cities and coun...

Location

India , Gurugram

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in credit risk management or lesser with relevant experience in acquisitions credit risk
Experience in the financial services industry preferred
Demonstrated accountability for delivery of a full range of services to one or more businesses/geographic regions
Consistently demonstrate clear and concise written and verbal communication
Proven negotiation skills often used at a senior level
Demonstrated ability to synthesize, prioritize and drive results with urgency
Ability to obtain support and buy-in across a wide range of internal and external audiences
Bachelor’s/University degree in statistics, mathematics, economics, or equivalent experience. Master’s/PhD degree is a plus

Job Responsibility

Support design, development & optimization of the acquisition credit policies for a $150B+ portfolio that generates 15MM new accounts annually
Perform quantitative analyses to assess risk-adjusted return, risk segmentation, and tradeoffs in acquisition policy changes
Prepare proposals and review with the stakeholders within Risk, document the effective challenge and incorporate inputs in revising the proposal
Collaborate with digital and marketing teams on channel specific underwriting policies
Partner with modeling team on new tools, machine learning and alternate data
Develop a testing framework to deploy learnings faster using repeatable playbooks and monitoring routines
Track and report on initiatives, performance results, emerging trends and opportunities to senior management
Ensure adherence to internal and external regulatory expectations
Respond to effective challenge from second line
Serve as SME for audits, model use and implementation of strategies

What we offer

Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
Expanded Paid Parental Leave Policy
Access to an array of learning and development resources
Programs that help employees balance their work and life, including generous paid time off packages
Resources and tools to volunteer in the communities in which they live and work

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

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Vice President, Portfolio Management - Industrials

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

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