Credit Card Product Manager jobs in Berkeley, CA

Credit Card Product Manager builds and directs credit card product strategies. Develops and implements marketing plans to drive business growth and meet business targets. Being a Credit Card Product Manager conducts regular review on market trends and studies competitor activities to identify opportunities. Initiates product ideas and ongoing features/benefits tailored for each target segment. Additionally, Credit Card Product Manager requires a bachelor's degree. Typically reports to a head of a unit/department. The Credit Card Product Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be a Credit Card Product Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Manager, Vista Credit Partners
  • Vista Equity Partners Management
  • Oakland, CA OTHER
  • Position Summary

    The Manager will work closely with the broader finance team to support and oversee aspects of the day-to-day operations of Vista Equity Partner’s growing credit platform. Fund structures may include master-feeder structures, open-ended structures, or closed-end structures, primarily investing in debt instruments and other opportunistic investments. In order to be successful in Vista’s dynamic and fast paced environment, the right candidate is an individual with a deep understanding of fund accounting, investment operations, and financial systems. Given the growth stage of the credit product line, this is a unique opportunity to learn all facets of the credit business and grow with the firm. Additionally, the role will have exposure to other areas of a growing private equity firm through frequent interaction with investment professionals, the compliance and investor relation teams.

     

    This role is based in Oakland, CA and is for an immediate start.

    Responsibilities

    • Assist with the continued development of process and procedures surrounding all aspects of accounting, financial and operational reporting, and performance analysis of the credit funds to build and improve effectiveness, efficiency, and accuracy of the growing platform.
    • Assist in the review and build out of monitoring controls over accounting & operational deliverables; including the review of all monthly, quarterly and annual fund accounting packages, including annual GAAP financial statements and footnote disclosures across multiple fund structures as well as ad-hoc and recurring investment team requests.
    • Actively manage the relationships and processes with third party partners, including the fund auditors, fund & bank loan administrators, and custodian banks.
    • Assist in the calculation and tracking of all limited partner capital balance reporting, including preparation and review of management fees, performance fees, capital contributions and distributions and limited partner account statements.
    • Manage the quarterly expense process and review of partnership expenses in-line with the governing documents.
    • Liaise with bank and trade counterparties for deal execution of both primary and secondary deals, review fund flows and settlement documentation, assist with KYC/AML procedures, as well as confirming principal & interest payments, and requirements surrounding leverage facility reporting. Maintain understanding of funding sources to determine liquidity needs for pipeline and deal flow needs.
    • Assist with new fund & product launches, including understanding fund structure and jurisdictions, coordination with various internal/external parties, review of draft legal documentation for reporting requirements/fee structures/etc.
    • Responsible for the initial setup & ongoing monitoring and review of the portfolio of investment’s asset attributes.  Work with investment team and counterparties to confirm asset transactions & updates to portfolio data.
    • Conduct asset pricing verification processes across the investment portfolios and liaise with the outsourced valuation service provider.  Verify pricing feeds to books & records and reconcile discrepancies as needed.
    • Liaise with the investor relations team to complete requests for existing and prospective investors, including ad-hoc reporting in coherence with side letter requirements, detailed performance calculations, and operational due diligence walkthroughs.
    • Assist in the review and completion of various regulatory deliverables including Form PF and Form ADV.

    Qualifications

    • BS/BA degree in business or related field.  
    • Big 4 experience is a plus
    • 5 years of relevant professional experience including public accounting, fund accounting, and investment operations experience in the fixed income or alternative asset management space, including closed-end and/or open-ended structures.
    • Strong finance, accounting, and investment operations skills, including system/technology skills and proficient to excellent in– Microsoft© Office Suite (Outlook, Word, Excel, and PowerPoint) experience.
    • Experience in Trade systems a plus, such as BMS Everest
    • Experience in working with Fund Administrators, Bank Loan Administrators, Valuation service providers, and CLO service providers is preferred.
    • Detail oriented, and a self-starter able to work in a fast-paced environment
    • Strong interpersonal, written, and verbal communication skills
    • Excellent organizational skills and ability to multi-task
    • Strong problem-solving and analytical skills
    • Strong teamwork skills and able to coordinate across multiple business functions
    • As a condition of employment, we require all employees to be fully vaccinated for COVID-19 prior to starting work. For purposes of this policy, “fully vaccinated” means two weeks after either (a) the single dose of a one-dose vaccine regimen, or (b) the second dose of a two-dose vaccine regimen. We will require that you provide proof of full vaccination prior to beginning your employment.  We are an equal opportunity employer, and will consider a request for exemption from this policy for medical reasons or sincerely-held religious beliefs where reasonable accommodations are possible without imposing undue hardship, to the extent required by law.
  • 16 Days Ago

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Senior Manager - R&D Product Development (Food/CPG)
  • R&D Product Development (Food/CPG) - Voyage Foods
  • Oakland, CA FULL_TIME
  • Who we areAt Voyage Foods, our mission is to make delicious, sustainable and accessible foods that are better for people and the planet. All of our products work together to support and sustain a food...
  • 1 Day Ago

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Branch Manager
  • OE Federal Credit Union
  • San Leandro, CA FULL_TIME
  • Overview As a Branch Manager, you will be responsible for maintaining member and co-worker relationships, managing branch operations, processes and staff, by building on our team-focused environment w...
  • 16 Days Ago

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Branch Manager
  • University Credit Union
  • Moraga, CA FULL_TIME
  • POSITION TITLE: BRANCH MANAGER FLSA STATUS: EXEMPTDEPARTMENT: MEMBER SERVICES REPORTING RELATIONSHIPSPOSITION REPORTS TO: VICE PRESIDENT, MEMBER SERVICESPOSITIONS SUPERVISED: ALL BRANCH DESIGNATED POS...
  • 1 Month Ago

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Credit Union Examiner
  • National Credit Union Administration
  • Oakland, CA FULL_TIME
  • Job DescriptionCredit Union Examiners plan, conduct, and complete examinations of federally insured and federally chartered credit unions. This includes analyzing credit union data to identify areas o...
  • 1 Month Ago

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Technical Coach
  • Sport Clips - Manager - CA821
  • Walnut Creek, CA FULL_TIME
  • Sport Clips Haircuts is Hiring! Do What You Love. Love What You Do. JOB DESCRIPTION As an Technical Coach (Hair Stylist Educator), you play an important role in developing our Teams by ensuring every ...
  • 10 Days Ago

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0 Credit Card Product Manager jobs found in Berkeley, CA area

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Financial Advisor
  • Priority Financial Group
  • Role: Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of ou...
  • 3/29/2024 12:00:00 AM

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Vice President Finance (Fund)
  • 3 Bridge Networks
  • We have partnered with a Private Equity fund that is in the process of seeking its first finance lead. The successful ca...
  • 3/29/2024 12:00:00 AM

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Personal Banker Danville branch
  • WELLS FARGO BANK
  • Danville, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/29/2024 12:00:00 AM

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Product Manager, Credit Cards
  • Robinhood Markets, Inc.
  • Menlo Park, CA
  • Role Robinhoods Credit Card Product team is building the next generation of spending products for all Americans, startin...
  • 3/28/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • San Francisco, CA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Personal Banker Roving - Diablo Valley District
  • WELLS FARGO BANK
  • Pleasant Hill, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker Roving - Diablo Valley District
  • WELLS FARGO BANK
  • Alamo, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker Roving - Diablo Valley District
  • WELLS FARGO BANK
  • Walnut Creek, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

Berkeley (/ˈbɜːrkli/ BURK-lee) is a city on the east shore of San Francisco Bay in northern Alameda County, California. It is named after the 18th-century Irish bishop and philosopher George Berkeley. It borders the cities of Oakland and Emeryville to the south and the city of Albany and the unincorporated community of Kensington to the north. Its eastern border with Contra Costa County generally follows the ridge of the Berkeley Hills. The 2010 census recorded a population of 112,580. Berkeley is home to the oldest campus in the University of California system, the University of California, B...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Credit Card Product Manager jobs
$106,787 to $155,646
Berkeley, California area prices
were up 4.5% from a year ago

Credit Card Product Manager in Lima, OH
A credit card product manager provides strategies to fuel growth in the credit card industry, as well as draw people in to increase revenue.
December 04, 2019
Credit Card Product Manager in Honolulu, HI
Responsible for building credit card product scorecards, conducting competitive research, industry analysis, portfolio tracking and deriving actionable insights.
November 28, 2019
Credit Card Product Manager in Lansing, MI
We are looking for a results focused thought-leader with strong analytical background who understands the credit card acquisitions, lifecycle management.
February 10, 2020