Portfolio Manager
axosbank.com
FVP, Portfolio Manager LeadThe FVP, Portfolio Manager Lead will oversee and manage a team responsible for the ongoing monitoring, risk assessment, and performance of a portfolio of non-real estate lender finance clients. This role is critical in ensuring credit quality, compliance with internal policies, and alignment with strategic objectives. The ideal candidate will have deep expertise in structured finance, asset-backed lending, and lender finance transactions, with strong leadership and analytical skills.Responsibilities:Lead the management of a diverse portfolio of non-real estate lender finance clients, including specialty finance companies, consumer lending platforms, and other non-bank financial institutionsEnsure timely and accurate risk monitoring, covenant compliance, and performance reportingConduct in-depth credit analysis and stress testing on underlying collateral and borrower performanceIdentify emerging risks and recommend proactive mitigation strategies.Act as a mentor for the portfolio management team, fostering a culture of accountability and continuous improvementAllocate resources effectively to meet portfolio objectives and deadlinesServe as a key point of contact for clients regarding portfolio performance and risk-related mattersCultivate long-term client relationships and identify product cross-sell opportunitiesCollaborate with credit, underwriting, and syndications teams to support new transactions and amendmentsEnsure adherence to regulatory requirements, internal credit policies, and audit standardsPrepare and present portfolio reviews to senior management and risk committeesQualifications:Bachelor's degree in Finance, Accounting, Business, or related field; MBA or formal credit training preferred15+ years in commercial lending, structured finance, or portfolio management, with a focus on non-real estate lender financeProven leadership experience managing teams and complex portfoliosStrong analytical and quantitative skills, including proficiency in financial modeling and risk assessmentExcellent communication, negotiation, and relationship management skillsFamiliarity with regulatory frameworks and capital marketsExperience managing syndicated credit facilities in an administrative agent roleAxos Employee Benefits May Include:Medical, Dental, Vision, and Life InsurancePaid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)HSA or FSA account and other voluntary benefits401(k) Retirement Saving Plan with Employer Match Program and 529 Savings PlanEmployee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed TradingAxos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
$102.36k - $190k
About the Role:A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.Proven ability to...SuggestedFull timeWork experience placementWork at officeImmediate start$75k - $85k
...Portfolio ManagerFairgrove Property Management provides industry-leading residential property management services to real estate investors and residents throughout Southern California. Founded in 1976, the Irvine, CA-based company makes owning investment properties profitable...SuggestedFull timeWeekend workAfternoon shift- ...Job Description Due to continued growth, we are seeking a Portfolio Manager to join our Construction Lending team. This role is responsible for overseeing an active portfolio of approximately 300 construction loans, proactively identifying and mitigating risk, ensuring...SuggestedWork at office
$121.6k - $182.4k
...welfare groups nationwide and have helped find homes for approximately 7 million animals through in-store adoption events. Portfolio Manager The Portfolio Manager applies advance experience in traditional project management and Agile practices. This role will owe...SuggestedMinimum wageLocal areaNight shift$75k - $85k
...Fairgrove Property Management provides industry-leading residential property management services to real estate investors and residents... ...California markets and is rapidly expanding across the West. A Portfolio Manager will oversee the day-to-day operations of 300 - 400...SuggestedFull timeWeekend workAfternoon shift- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...Full timeWork experience placementWork at office
- ...wines & spirits companies in the U.S. with a globally recognized portfolio of leading lifestyle beverage brands. Successful candidates... ...all designated markets to generate placements Proactively manage at least 100 key accounts, including weekly visits Frequently...Local area
- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed... ...recommend actions as needed.Prepare quarterly risk reviews and portfolio assessments.Evaluate Borrower requests (including amendments,...Full timeWork at officeLocal areaImmediate startFlexible hours
$80k - $90k
...Job Description Description: About Us Fairgrove Property Management provides industry-leading residential property management services... ...expanding across the West. Job Summary The Senior Portfolio Manager, under supervision of the Director of Operations,...Full time- ...Job Description Job Description Position Title : Senior Portfolio Manager FLSA Status : Exempt, Full-Time Summary : Performs client relationship management and provides real estate advice, lease renewal negotiations, construction management, and hourly...Hourly payFull timeContract workWork at office
$115.44k - $142.6k
Job Title:Assistant Vice President, Portfolio Manager- Lender FinanceLocation:CA - Los Angeles, La PlayaWhat you'll do:As Assistant Vice President, Portfolio Manager - Lender Finance you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing...Full time$110k - $125k
...Description Description: Who are we? We’re Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients’ needs. We...Temporary workLocal area$107.4k - $132.66k
...Assistant Vice President, Portfolio Manager- Lender FinanceLocation: CA - Los Angeles, La PlayaAs Assistant Vice President, Portfolio Manager - Lender Finance you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex...$140k - $160k
With over 30 years of experience in the acquisition, development, rehabilitation, and management of apartment communities across the Western United States, we are a trusted partner in the property management industry. At MG Properties, we focus on enriching lives - physically...Local area- IQ-EQ in San Diego is seeking an experienced accounting/finance professional to support private equity and hedge fund clients. You will assist, perform, and review financial tasks under guidance from our seasoned team. Responsibilities include journal entries, fee and ...
$95k - $105k
...capital call and distribution noticesTrack daily cash activity, including setting up wire payments and daily cash projectionsReview management and performance feesAssist in the review of the quarterly unaudited and annual audited financial statements in accordance with...$23.51 - $26.6 per hour
MAAC (Metropolitan Area Advisory Committee) is seeking an experienced Accountant in Chula Vista, CA. The role involves maintaining financial records, preparing financial statements, and ensuring accurate financial reporting. Candidates should possess a Bachelor’s Degree...Hourly pay- ...Reporting directly to the CFO, this is a hands-on controllership role supporting the corporate and management-company accounting infrastructure of a sophisticated private equity organization. The ideal candidate brings deep corporate accounting and controllership experience...Immediate start
- ...Senior Vice President, Fund Controller About the Company Fast-growing family of companies managing real estate equity and credit funds. Industry Investment Management Type Privately Held About the Role The Company is seeking an SVP Fund Controller...
- ...pride in keeping processes moving efficiently behind the scenes. The successful candidate will support the entire ProExec team by managing a variety of operational tasks, coordinating documentation, assisting with quoting activities, handling surplus lines processes, resolving...Work at officeRemote workFlexible hours
$100k
...low-income and 29% are uninsured. FHCSD provides care to all. Services include, but are not limited to adult care, chronic disease management, pediatrics, comprehensive women’s care including obstetrics, dental, vision, case management, physical rehabilitation, speech...Full timeLocal areaFlexible hours- ...the investment function for Integrated Private Wealth, including portfolio construction frameworks and implementation across UHNW client... ...asset allocation frameworks and investment strategiesDevelop and manage relationships with alternative investment managers and fund...Work at office
$22 - $26 per hour
...be awarded semi-annually based upon your achievement of performance goals and targets.About This JobThe Portfolio Analyst will support Credit & Portfolio Management by working with commercial borrowers and the portfolio management team to monitor loans. The role involves...Full timeWork at officeLocal area$68.64k - $72k
...is looking for a Property Manager . Come join our team! PURE Property Management offers a Comprehensive Total Rewards Package... ...agreements and lease renewals. Work strategically to maintain a low portfolio delinquency rate every month and communicate with owners as...Work at officeLocal area- We are looking for a Senior Property Manager to lead the day-to-day performance of residential and commercial assets in San Diego, California. This is a Contract position within the Real Estate & Property industry, suited for a detail-oriented individual who combines operational...Contract workLocal area
$96.14k - $115k
...mentoring, and developing a dynamic team that works well together to achieve departmental and organizational goals.As the Senior Property Manager, you'll be involved in all aspects of managing on behalf of our client. Working collaboratively and overseeing a dynamic team, you...Full timeTemporary workFor contractorsWork at officeLocal areaVisa sponsorshipWork visa$95k - $105k
...real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We’ve designed our... ...Property Manager is responsible for all financial aspects of the portfolio, assuring that all income due to owner is collected in a timely...Full timeTemporary workFor contractorsImmediate start- We are looking for an experienced Senior Property Manager to oversee a portfolio of commercial assets in San Diego, California. This is a contract position requiring onsite support and close collaboration with an established internal property management team. The ideal...Contract workWork at office
$116.03k - $136.5k
Job TitleSenior Property Manager (CRE)Job Description SummaryResponsible for the management of the Property Management staff as well as to oversee a significant portfolio or property and to serve as a point person on third-party relationshipsJob DescriptionESSENTIAL FUNCTIONS...Minimum wageFull timeContract workWork at officeFlexible hours- ...securities consistent with the County's investment policy. Perform portfolio analysis and prepare periodic performance reports for the... ...Professional experience in fixed income research or investment/treasury management. Solid understanding of investment principles and practices...Full timeWork at officeLocal area
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