Experience in governmental financial analysis, Demonstrated ability to read and understand fund accounting and restricted fund compliance, Effective verbal and written communication skills involving tribal leaders, finance teams, legal teams, other lenders, and prospects, Knowledge of bank policies and cross functional disciplines (cash management, loans, leases, syndications, and capital markets capabilities), Translation, implementation and monitoring of fixed income investment strategy across a number of fixed income portfolios, Monitoring of portfolios for compliance with mandate guidelines, risk profile and investment objectives, Evaluation of portfolio performance and attribution, Assist with input regarding portfolio activity to client reports and other communications, Act as Investment quarterback of client relationship by evaluating, designing and overseeing all aspects of portfolio construction including manager selection, Oversee completion of investment policy statement, Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions, Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients, Develop and recommend strategies to achieve the investment goals of clients, Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate, Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. Travelled on business trips (3-4 times a month) to build a portfolio of clients successfully, Managed a portfolio of 4 brands across Western Europe, worth €100 Million. ), Must possess current knowledge of financial markets as well as a comprehensive understanding of historical perspectives of the markets, Must have an in-depth understanding of investment management theory and ethics as well a comprehensive understanding of tax issues and trust and fiduciary laws; consistently apply existing risk management procedures and follow compliance directives; display solid judgment in managing financial contribution of assigned relationships with occasional oversight, Develop and present consulting proposals to senior management that describe project objectives, scope, methodology, project structure and deliverables, Leads and facilitates process improvement initiatives, Conducts studies of operations, workflows processes and develops the most cost efficient or productive way for processes; focuses on improving productivity or work methods reducing costs, Provides consultative services and analytic support to business management, Serves as a catalyst to identify and recommend improved performance through: capacity planning, resource allocation, work simplification, staff scheduling, service level management, revenue enhancement, organizational design, consolidation, performance measurement systems, training, strategic planning, productivity improvement, and expense control, Responsible for directing and coordinating business change activities associated with process improvements and system changes to ensure a smooth transaction for business unit managers, Works with business managers in conducting the required fact gathering and analysis necessary to document, quantify and specify process re-engineering efforts, Responsible for insuring that key projects are monitored through implementation to insure impact from other projects are understood and communicated to parties of interest, Perform liaison and client management functions between the Department and the Department's internal partners. Report results to clients, answer client questions and assist in the identification of additional business opportunities, Systems Development: Work with internal and external developers to design, develop and test tools to automate manual functions, improve risk controls and provide client friendly reports on performance and positions, Proven currency management/trading/analytical experience, Bachelor's degree (or equivalent) in Finance, Economics or Mathematics. Ensure members understand and are utilizing the benefits of CEB's products and services by evaluating a memberâs business needs and articulating our business model and value proposition. You will work closely with the clientâs Primary Relationship Manager (PRM) to proactively identify and implement strategies to address client needs. Our resume builder takes care of all the formatting so you can focus on the content. Do keep your formatting consistent between your resume, portfolio and cover letter; ... And with our payment options you can easily download your resume as a .pdf. - Instantly download in PDF format or share a custom link. Includes monthly financial reports and performance reports and business plans, Proactive and preventive maintenance programs to avoid cost and equipment failures, Follow-up and control of select capital and all expense projects to ensure quality, Manage over one million square feet of commercial & industrial facilities, Shared responsibility for all expense and select capital budgets in excess of $2 million, Trend, track and ensure all department results are achieved, Ensure standards for business conduct, ethics, training and safe workplace, Index portfolio management of global credit focusing on US and European credit, Maintain oversight of portfolios managed by global counterparts ensuring a deep understanding of portfolio positioning and client guidelines, Develop and maintain clear communication with global counterparts for co-management of portfolios, Investment of daily client subscriptions and ensure redemptions are dealt with in an efficient manner, Maintain general portfolio allocations and consistency with the groupâs portfolio strategy, Maintain overall portfolio compliance and organize the resolution of issues with the appropriate individuals, Monitor orders throughout the day and resolve of any data/compliance issues, Partner with Product Strategy to handle client enquiries and resolve issues by escalating matters to relevant parties including operations, compliance and risk in a timely fashion, Monitor corporate actions and process corporate actions elections for team as needed, Produce daily, periodic and ad hoc reporting required by product strategy or client facing teams, Establish strong business relationships with numerous internal teams (Business Management, BRS, GPAS, BPI, Operations, Compliance, Onboarding, Trading, RQA, etc. Keep your bullets simple, short and straight to the point. May assume overall responsibility for the credit quality of the loan portfolio, May make presentations on specific loans and participate in the bankâs Loan Approval Process, recommending approval and appropriate structure of credits, May serve as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services, Responsible for identifying cross sales opportunities of all bank products, Demonstrates ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities, Demonstrates strong communication skills (verbal, written, listening, presentation), Demonstrates trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations, Demonstrates proficiency in Microsoft Office (Excel, Word); Advent MOXY or AXYS; Thompson Reuters or Bloomberg; and Power Image, Demonstrates strong interpersonal skills to build relationships internally, as well as externally, Demonstrates ability to easily adapt to all defined technology platforms, Demonstrates competence in all trading requirements including portfolio modeling and order entry with the objective being to minimize trade errors, Ability to direct, as appropriate, members of service team to help ensure clients achieve their long term objectives and to build lasting client relationships, Willingness to pursue additional, advanced certifications and other training (CFA, CFP or other relevant license) as needed, Active in community and professional organizations, Implements the investment policy within portfolios for which UMB has investment responsibility and communicating this policy to institutional clients and consultants, Increases Assets under Management (AUM) and revenue by conveying the UMB investment process and policies to prospective clients to complete the sale of investment services, Builds and maintains customer relationships through quality customer services, anticipating client needs and communications to meet defined objectives, Communicates complex and detailed information related to investment management process and portfolio construction, Demonstrates proficiency in Microsoft Excel, Word and Outlook, Demonstrates proficiency in Advent MOXY or AXYS; Thompson Reuters or Bloomberg; and Power Image, Demonstrates strong leadership/influence skills, Demonstrates strong customer service skills, Demonstrates excellent written and verbal communication skills, Demonstrates the ability to easily adapt to all defined technology platforms, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience, An equivalent combination of education and experience may meet qualifications, Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc, Knowledge of banking products, services, policies, procedures and regulations, Solid credit skills in underwriting, financial modeling, valuations and adherence to policy, Requires solid customer service, relationship, organizational, analytical and creative problem solving skills, Must have solid communications skills, both verbal and written, Knowledge of various software applications including word processing and spreadsheets, Requires a bachelor's degree in Finance, Business or other related field and 6+ years of banking, relationship management, underwriting and credit experience or other directly related experience, Advanced knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc, Strong working knowledge of banking products, services, policies, procedures and regulations, Advanced credit skills in underwriting, financial modeling, valuations and adherence to policy, Requires excellent customer service, relationship, organizational, analytical and creative problem solving skills, Ability to prepare oral and written reports, Ability to work in a heavily deadline oriented environment, Must be organized, detail-oriented, and able to multi-task, Excellent computer skills (Excel, Word, PowerPoint, Access), Portfolio management for a broad array of individual, family and trust portfolios, generally balanced, but subject to the special needs of each client; including management of liquidity needs, traditional equity and fixed income portfolios, and opportunistic alternative investments as appropriate in each situation, Management of client relationships in coordination with the client service teams, including serving in many instances as the primary relationship manager, Active participation in the development of investment strategies for firm clients in coordination with the Portfolio Management and Investment Strategy teams, Maintenance of active contact with known referral source relationships and prospective clients and proactive efforts to develop new business opportunities, Development of opportunities with existing clients to provide additional services and manage additional assets, Contribute to the development of prospect presentations and on-going marketing materials, as well as input to enhance the marketing presence of our Private Client brand, Coordination of presentations of the firmâs investment and service capabilities, including developing content and managing meetings for prospective clients and their advisors, Participation in the development of new ideas, planning and execution of Private Client business development strategies with senior management and other team members, Experience in portfolio management for Private Client individuals and families including investment research, balanced portfolio management, asset allocation and alternative investment strategies, Knowledge of the various asset classes and investment management styles, asset allocation techniques, investment strategies, and strategic tax planning, Ability to operate independently with a high level of direct responsibility, while maintaining strong ties to the investment team at the firm and participating actively in the development and analysis of new strategies, Strong interpersonal skills â ability to deal effectively with a wide variety of people, and excellent communication skills, both verbal and written, Experience in developing new business using both traditional and alternative investment strategies, Highly motivated and self-starter capable of managing long-term relationships, and initiating and cultivating new client relationships, The role holder will operate within the Bankâs risk and operational guidelines and is responsible for ensuring that organizational standards are maintained and that the Banks policies and procedures are adhered to throughout the CBC in order to mitigate risk, Strong understanding of risk management and credit mitigates and strong credit knowledge, Good prioritizing, organizational and time management abilities, Track record of asset allocation experience, Strong understanding of behavioral finance, Willingness to challenge the conventional wisdom, Conflict Management & Resolution (Working), Commercial and Personal Lending Qualified with discretionary/approval limits, In-depth understanding of Commercial Products, Commercial Loan documentation, Commercial Lending Process and supporting processes, In-depth understanding of all operational and monitoring Commercial Processes and supporting technology, Providing hands-on project and portfolio management, Working with project stakeholders to support the execution and implementation of projects managed according to UBS Krakow project management methodology, Mapping and coordinating possible impact and co-dependency between projects, Monitoring projects progress and providing update reports on projects' status, Anticipating and managing possible project-related risks, Overlay Management: Access data from multiple locations both internal and external sources to determine required trades. 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