Portfolio Manager Job Description

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Portfolio Manager Job Description

Job descriptions
Banking and Financial Services

Job summary 1

We are seeking individual Portfolio Managers to join the firm. The Portfolio Manager is the principal contact with the client. They will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The ideal candidate will have extensive impact/mission-related investing expertise. The Portfolio Manager is responsible for maintaining ongoing relationships and leading in the development of new client relationships. Duties include managing the delivery of wealth management services to the client. This will involve maintaining regular communication with the client and working in consultation with the client’s other advisors. In addition, this position will oversee a group of client support personnel, including analysts and administrators in delivering investment management, tax, financial planning, and other pertinent financial services.

Duties & Responsibilities 1

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Requirements & Skills 1

Job summary 2

As the Portfolio Manager, you will analyze, develop and maintain reports on the strategies that support the customer approval process, decision engine logic, customer risk management, and pricing strategies for the organization. You will become a thought leader within the Strategic Analysis organization while growing and enhancing the team's quantitative capabilities. In this position, you will regularly collaborate with the Finance and Product Management teams to collect & analyze large sets of data, develop and conduct analyses, design and analyze underwriting strategies and make recommendations to manage customer risk, optimize pricing, maximize revenue, improve margins, and create significant value for the business.

Duties & Responsibilities 2

Develop solutions for extracting, managing, and analyzing existing data.
Partner with the Data Science team to develop customer underwriting strategies that will maximize profitable loan growth.
Utilize advanced statistical software to do descriptive and predictive statistical analysis.
- Perform cohort analysis to evaluate changes in portfolio behavior, decision engine logic, and pricing parameters.
- Create the necessary reporting to track changes and performance of approval decisions and pricing changes.
- Develop actionable business recommendations related to risk management, price optimization, and margin maximization.

Requirements & Skills 2

Job summary 3

The Portfolio Manager will be responsible for leading the Portfolio Management and Project delivery process. This individual will provide leadership, administration, decision-support, and facilitation of the portfolio of projects. The individual will support the planning and execution of initiatives within the portfolio, working with all departments and partnered stakeholders to analyze, redefine, and monitor activities to ensure maximum efficiency in support of our goals

Duties & Responsibilities 3

Requirements & Skills 3

Job summary 4

The Portfolio Manager will complete annual reviews, portfolio management, and some new deal packages. Proactively, and in partnership with the Lending team, this individual will complete requisite portfolio management responsibilities and expand the level of comfort and proficiency with basic underwriting packages that are reviewed by a supervisor or a higher-level Portfolio Manager.

Duties & Responsibilities 4

Obtain and monitor various loan portfolio reports, such as Maturing Loans, Past-Due Loans, and Annual Reviews and proactively assist lenders with requisite action plans.
Ensure that the bank has current financial information and that the information has been properly analyzed and on file and that proper and complete credit files are on hand.
Underwrite renewals, annual reviews, and modifications.
Assure that credits are accurately risk-rated and credits are properly monitored and reported.
Coordinate with the assigned Commercial Loan Officers and Loan Assistants all activities required to complete a credit package.
- Interact with Loan Officers, borrowers, or CPAs to obtain necessary financial information and complete the Credit Package.
- Prepare effective packages for credit approval circulation and present packages to the required level of credit authority.
- As time allows conduct annual site visits, attend loan closings, and other tasks required to support assigned lenders.

Requirements & Skills 4

Job summary 5

The Portfolio Manager is responsible for sourcing new investments, conducting due diligence, and monitoring the performance of the assigned portfolio. The position is expected to develop and propose new investment strategies and maintain current market knowledge of private equity markets, under the general oversight of the Senior Investment Officer and senior staff.

Duties & Responsibilities 5

Sources new investments for the portfolio utilizing industry relationships with general partners, limited partners, and the consultant community and presents new investment ideas to the team for investment consideration
Conducts due diligence on new investments, including references, company analysis, performance attribution, and full strategy reviews, and presents findings during the due diligence process the for discussion
- Manages the legal negotiation and closing process on new investments, coordinates the activities of internal and external counsel with general partner counsel to a successful conclusion
- Maintains regular and consistent communication with external advisors and managers, including participating in annual meetings and advisory committee meetings
- Maintains regular and consistent communication with internal staff for all matters related to private equity

Requirements & Skills 5

Job summary 6

This position will serve as a key support function for the production officers of the Commercial Banking area, focusing on developing and maintaining commercial lending and depository relationships for the Bank. The Portfolio Manager filling this position should be highly entrepreneurial and motivated, as this position should prepare them for success as a Commercial Banking leader within our organization.

Duties & Responsibilities 6

Requirements & Skills 6

Bachelor’s degree in Accounting, Finance, or related field.
One or two years experience in a financial institution or loan office setting preferred.
Strong financial and analytical skills.
Good organizational and interpersonal skills.
Can work in a team setting.
- Strong oral and written communication skills to effectively communicate with coworkers and customers about the financial institution’s loan and deposit products, programs, and policies.
- Can organize and prioritize time and activity under minimal supervision.
- Good knowledge of Microsoft Office Products including Word and Excel.

Job summary 7

The Portfolio Manager is responsible for the overall management of the servicing of multiple portfolios of commercial real estate mortgage loans. Duties include financial analysis of real estate assets, review, and interpretation of loan documents, analysis of borrower requests for lender consent, reporting, customer service for lenders and borrowers, and supervision of team members.

Duties & Responsibilities 7

Reviews financial statements and rent rolls and performs operating statement analysis reports in the lender's prescribed format.
Reviews and prepares recommendations for lender consent items such as leases, easements, ownership transfers, loan assumptions, and numerous other real estate-related issues.
Provides overall customer service to lenders and borrowers.
Reviews and interprets loan documents and monitors compliance with loan servicing agreements.
Responsible for managing and reviewing monthly watchlist reports and any other lender-specific reporting requirements.
- Supervises analysts.
- Special projects as required.
- Other duties as assigned.

Requirements & Skills 7

Job summary 8

We are looking for a Portfolio Manager.

Duties & Responsibilities 8

Requirements & Skills 8

7 or more years of Investment or Accounting experience.
Bachelor’s degree (preferred) in Business, Finance, Accounting, or a related field.
CFA, CPA, or CFP preferred.
- Client Investment or Financial Planning experience.
- Extensive knowledge of the investment, financial planning, and banking industry.
- Proficiency in using Morningstar, Riskalyze, eMoney, and any other financial software.

Job summary 9

We are looking for a responsible, team player to fill the position of Portfolio Manager.

Duties & Responsibilities 9

Assists Managers and the Team Lead by assessing prospective customers and executing other sales/customer-oriented projects.
Underwrites new transactions, renewals, modifications, and reviews ensuring the overall risk is assessed appropriately. Underwriting tasks include collecting financial information to assess past and future performance; developing prudent questions; conducting research; and reviewing appraisals, and environmental and other reports as warranted.
Assists in loan closings in conjunction with loan assistants and attorneys, ensuring compliance with the loan approval.
Resolves and addresses customer issues, inclusive of overdrafts and past due accounts, across the loan portfolio.
Proactively identifies and recommends opportunities to cross-sell additional loan and non-credit products to clients.
Services a portfolio of smaller loan relationships including interviewing loan applicants, gathering supporting financial documents, and negotiating loan terms with the assistance of a business banker.
- Performs projects and initiatives related to credit administration or across the company as needed.
- Enthusiastically support the Bank’s Guiding Principles and Brand Behaviors.
- Adheres to federal regulatory requirements and all established policies and procedures.

Requirements & Skills 9

A college degree in Business Administration, Economics, or a closely-related field.
A minimum of 3 years experience in commercial banking, including credit analysis.
Ability to gather and analyze financial and economic information, communicate conclusions, and negotiate loan arrangements.
The flexibility to learn and keep current with changing procedures and regulations, varying job assignments, technological advances, and new equipment.
- The ability to manage multiple priorities in a fast-paced, high-volume environment.
- Good communication, organization, and administrative skills.
- Computer skills with familiarity with Windows, Word, Excel, and other assigned software packages.

Job summary 10

The Portfolio Manager will serve as the primary liaison between the Sales division and our suppliers.

Duties & Responsibilities 10

Develops overall brand strategy by effectively using internal data, market research, and competitive intelligence
Works with leaders of the sales team to ensure that brand strategy is translated to marketplace activities that drive sales and profits.
Attend monthly brand meetings, prepare and present recaps on brand accomplishments, provide depletion, goal reviews of brands by suppliers, and update management team on any problems with select brands.
Develops strong relationships and communication with assigned suppliers including follow-up as needed.
Act as point person on pricing and troubleshoot pricing issues.
- Provides appropriate brand training to the sales force including presentations and marketing material
- Meets agreed-upon goals and objectives effectively and promptly.
- Arrives to work, appointments, meetings, and other work-related functions on time and as scheduled.

Requirements & Skills 10

Bachelor’s degree required. Concentration in Business Administration preferred
Excellent interpersonal relationship skills
Superior follow-through and the ability to handle multiple tasks with limited supervision
- Understanding of pricing to the marketplace
- Microsoft Office applications including Outlook, Excel, Word, and PowerPoint
- Valid Driver’s License

Frequently asked questions

What is the role of a portfolio manager?

The role of a portfolio manager is to oversee and manage investment portfolios on behalf of clients or organizations. This may involve developing and implementing investment strategies, monitoring market trends, and assessing risk and return on investment./p>

What are the skills required for a portfolio manager?

The skills required for a portfolio manager may include:

Strong analytical skills and knowledge of financial markets and instruments
Risk management skills and the ability to assess and mitigate investment risk
Excellent communication and interpersonal skills, as portfolio managers may need to interact with clients or other stakeholders
Ability to work well under pressure and meet deadlines
Knowledge of regulatory requirements and compliance procedures
Attention to detail and ability to manage large amounts of data and information.

Olivia Powell
Recruiting expert

Last updated Sep 30

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Portfolio Manager Job Description

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Frequently asked questions

What is the role of a portfolio manager?

What are the skills required for a portfolio manager?

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