Manager, Closely Held Assets

What you’d do

Manages and monitors a portfolio of low- to moderate-complexity closely held assets such as LP, LLC, and private corporation interests held in trusts, estates, and foundations. Supports valuations, transactions, and asset decisions while meeting fiduciary, regulatory, and risk standards. Full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Bachelor's in finance, accounting, or related field
• 5+ years in commercial credit, business analysis, or trust administration
• Portfolio management of closely held assets
• Knowledge of fiduciary, regulatory, and risk standards