Portfolio Management Senior Associate - Private Bank jobs at Bank Of America
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1,153 jobs found
11.06.2025
BOA
Bank Of America Portfolio Management Officer I/II-Asset Based Finance United States, Texas, Dallas
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Works across the business, operations and technology to create the solution intent and architectural vision for complex solutions and prioritize functional and non-functional requirements into a technology backlog to enable...
Manage end-to-end onboarding for institutional investment management clients in coordination with TSOs. Serve as the central point of contact for onboarding activity, including document collection, issue resolution, and internal coordination....
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
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