- Oversee documentation and ongoing monitoring of asset and client performance.
- Actively manage portfolio to maximize return and quality.
- Maintain close and key ongoing contact with clients in conjunction with commercial lenders. Engaging in daily dialogue with Lenders regarding new client developments.
- Bachelor's degree in Business, Accounting, or Finance; or equivalent experience
- Minimum 3 years in credit related field
- Experience in a client facing role is a plus.
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Senior Portfolio Manager
Found in: Lensa US 4 C2 - 6 days ago
jcw llc New Canaan, United StatesWe have partnered with an exciting, fast growing commercial bank to find a Senior Portfolio Manager to join their team. This position would mainly cover middle market C&I loans, but also could work with some syndicated loans. If you are looking to make a change to a more senior p ...
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Senior Portfolio Manager
Found in: Appcast Linkedin GBL C2 - 8 hours ago
JCW New Canaan, United StatesWe have partnered with an exciting, fast growing commercial bank to find a Senior Portfolio Manager to join their team. This position would mainly cover middle market C&I loans, but also could work with some syndicated loans. If you are looking to make a change to a more senior p ...
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Found in: Lensa US 4 C2 - 4 days ago
Patriot Bank, N.A. Stamford, United StatesUnderwrite new deals and annual review/financial analysis of existing borrows. · Prepare quarterly problem asset reports and risk rating changes. · Direct contact with borrower for collection of financial reporting and discussion of performance. · Negotiate with borrower, lend ...
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Found in: Lensa US 4 C2 - 4 days ago
Palm Bay International Port Washington, United StatesIf interested in this opportunity, please complete our brief survey by copying and pasting the link below into your web browser. · Taub Family Selections, a Taub family company, was established in 2010 with the mission of importing an exceptional portfolio of fine wines from som ...
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Found in: Lensa US 4 C2 - 1 day ago
FactSet Norwalk, CT, United StatesCobalt GP – acquired by FactSet in 2021 – is a portfolio monitoring tool. Cobalt is private capital's key to collecting, analyzing, and reporting on fund and portfolio company financial metrics. Private equity and venture capital funds use Cobalt's intuitive technology platform t ...
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OCIO Portfolio Manager
Found in: One Red Cent US eFC C2 - 13 hours ago
Morgan Stanley Purchase, United States Full timeResponsibilities · • Serve as Portfolio Manager to build and manage client portfolios for OCIO's clients · • The Portfolio Manager will be responsible for client portfolios' asset allocation and manager selection as well as risk management and monitoring · • Engage with clien ...
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OCIO Portfolio Manager
Found in: One Red Cent US eFC C2 - 2 days ago
Morgan Stanley Purchase, United States Full timeResponsibilities · • Serve as Portfolio Manager to build and manage client portfolios for OCIO's clients · • The Portfolio Manager will be responsible for client portfolios' asset allocation and manager selection as well as risk management and monitoring · • Engage with clien ...
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OCIO Portfolio Manager
Found in: Lensa US 4 C2 - 10 hours ago
Morgan Stanley Purchase, United States*Responsibilities* · ** · • Serve as Portfolio Manager to build and manage client portfolios for OCIO's clients · • The Portfolio Manager will be responsible for client portfolios' asset allocation and manager selection as well as risk management and monitoring · • Engage with cl ...
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SAP Portfolio Manager
Found in: Appcast US C2 - 1 day ago
truData Solutions Montvale, United StatesTitle: SAP Portfolio Manager · Start Date: ASAP · Duration: Contract to hire / Permanent · Location: Montvale, New Jersey – Onsite · Summary: · The SAP Applications Portfolio Manager is an essential member of the IT Project Management Office (PMO) and will report to the Senior Ma ...
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SAP Portfolio Manager
Found in: Appcast US C2 - 8 hours ago
Resource Informatics Group, Inc Montvale, United StatesWe are working on an SAP Portfolio Manager opportunity for our client based in Montvale, NJ. This is a contract-to-hire position. Please see the information below, and let me know if you have any questions. Thank you · Position Title: SAP Portfolio Manager · Location: Montvale, ...
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Asset Portfolio Manager
Found in: Jooble US O C2 - 1 day ago
Flagstar Bank Hicksville, NY, United StatesAn Asset Manager II, works under limited supervision and is responsible for managing and monitoring a portfolio of moderately complex M/F, CRE & ADC loans, etc. This may include participated loans, loans that display credit weakness and other loan credit issues requiring special ...
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Quant Fund Recruiting Senior Portfolio Manager
Found in: One Red Cent US eFC C2 - 2 days ago
Eka Finance Stamford, CT, United States Full timeRole:- · Develop a well-defined trading plan which addresses trading style, markets traded, risk management and required resources, keeping within self-defined trading style. · Execute plan within the context of the firm's risk management framework. · Maintain open communication ...
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Associate Portfolio Manager #AL18BAMNY
Found in: Lensa US 4 C2 - 2 days ago
Balyasny Asset Management Greenwich, United StatesAssociate Portfolio Manager (Greenwich, CT): Develop quantitative strategies to trade foreign exchange spot and forward contracts. Research various potential signals to forecast future foreign exchange moves, including looking at both academic and industry research to find the be ...
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Quant Fund Recruiting Senior Portfolio Manager
Found in: Lensa US 4 C2 - 10 hours ago
Eka Finance Stamford, United StatesRole:- · Develop a well-defined trading plan which addresses trading style, markets traded, risk management and required resources, keeping within self-defined trading style. · Execute plan within the context of the firms risk management framework. · Maintain open communication w ...
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Portfolio Management Analyst/Associate
Found in: Lensa US 4 C2 - 3 days ago
Starwood Capital Group Greenwich, United StatesResponsibilities: · Update and complete quarterly investor reports for all fund investors, containing commentary, financial snapshots and returns projections (including profit and IRR). Reporting packages include overviews of each fund and summary pages for individual investment ...
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Portfolio Manager, Italian Wine
Found in: Lensa US 4 C2 - 5 days ago
Taub Family Selections Port Washington, United StatesPortfolio Manager - Italian FocusIf interested in this opportunity, please complete our brief survey by copying and pasting the link below into your web Family Selections, a Taub family company, was established in 2010 with the mission of importing an exceptional portfolio of fi ...
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Wealth Portfolio Manager III
Found in: Lensa US 4 C2 - 10 hours ago
Citizens Financial Group, Inc. Tarrytown, United StatesCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. Were looking for talented individuals with a demonstrated track record of delivering a gold g Portfolio Manager, Wealth, Man ...
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Managing Director, Underwriting and Portfolio Management Team Lead
Found in: Jooble US O C2 - 1 day ago
Webster Bank White Plains, NY, United StatesIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, ...
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Director - Middle Market Underwriting & Portfolio Management
Found in: Lensa US 4 C2 - 3 days ago
Santander Bank Melville, United StatesDirector - Middle Market Underwriting & Portfolio Management · Melville, United States of America · Job Description: · Reviews, analyzes and evaluates risks in order to renew existing business or generate new accounts. Determines appropriate terms and conditions for coverages ...
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Managing Director, Private Equity Consulting
Found in: Zoho Direct Apply - 7 hours ago
Synergy Management Group Stamford, United StatesThis is a remote position. · About Us: · Synergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consulting services to institutional investors (private equity & venture capital), por ...
Senior Portfolio Manager - New Canaan, CT, United States - JCW
Description
We have partnered with an exciting, fast growing commercial bank to find a Senior Portfolio Manager to join their team. This position would mainly cover middle market C&I loans, but also could work with some syndicated loans. If you are looking to make a change to a more senior position in an exciting bank that can offer career growth opportunity, you should apply
Responsibilities
Qualifications
If you are interested in learning more about this role you can contact Michael Baker at
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