Commercial Credit Underwriter & Portfolio Manager
Berkshire Bank
A regional financial institution located in Boston is seeking a qualified candidate to analyze and underwrite credit requests. The successful applicant will manage an existing portfolio of customers and ensure compliance with banking policies and financial covenants. Required qualifications include a Bachelor's degree and strong analytical skills, along with knowledge of credit analysis tools such as Moody's Credit Lens and nCino. This opportunity offers a competitive salary and a chance to work within a collaborative team environment. #J-18808-Ljbffr Berkshire Bank
$176.4k - $231.5k
Senior Quantitative Portfolio ManagerFull-TimeBoston, MAThe Opportunity The Senior Quantitative Portfolio Manager will oversee broad derivatives responsibilities across equity, interest... ..., volatility, foreign exchange, and credit. QPM is a small, highly collaborative...SuggestedFull timeTemporary work$175k - $200k
...opportunity employer.HarbourVest is seeking a Vice President, Portfolio Manager to join our Evergreen Solutions team on a permanent, full-... ...President, Portfolio Manager will be an integral part of our Credit Evergreen strategy which will initially consist of two funds...SuggestedPermanent employmentFull timeLocal area$96.8k - $159.03k
...Responsibilities include, but are not limited to the following: Portfolio Management, including Financial Reporting and Covenant Tracking... ...compile, and provide market analysis relative to a credit Assist in preparing/underwriting pre-deals and credit vehicles (both new loans and...SuggestedInterim role$55.59k - $102.47k
...Beacon Bank & Trust Department: Commercial Lending Reports to: Credit & Portfolio Admin Director Status:... ...Principal Objective To analyze and underwrite credit requests for Bank... ...customer character with Relationship Manager (RM). Recommend alternative...SuggestedWork at office$90k - $125k
...platform for asset-based lending and private credit. In ABL, the collateral is the credit, yet most lenders still manage it through emailed spreadsheets, monthly field... ...and appraisals. This is an ownership role. The Portfolio Manager runs a dedicated block of roughly 25 to...SuggestedFull timeLocal areaVisa sponsorshipWork visa- ...CIBC US in Boston seeks an Alternatives Client Portfolio Manager to act as a bridge between the alternative investment team, advisory channels... ...will educate advisors and clients on private equity, private credit, hedge funds, and other assets, tailoring portfolios to...
$200k - $230k
...visit CIBC.comWhat You’ll Be DoingAs the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment... ..., clients, and prospects about private equity, private credit, hedge funds, real assets, alternative solutions, and...Full timeLocal areaRemote work- ...relationship with Wells Fargo.Commercial Real Estate (CRE) provides... ...investors and asset managers, regional developers, and... ...Lead Commercial Real Estate Portfolio Manager - Tax Credit to manage a portfolio of stabilized... ...management.Review and underwrite general partner consent...Full timeWork experience placementWork at office
- ...Description: Position Summary The Commercial Portfolio Manager II is responsible for the... ...Commercial Relationship Managers and Credit Administration to support portfolio... ...quality. Assists in structuring and underwriting commercial real estate lending...Work at office
- ...Vice President, Portfolio Manager, Credit Evergreen About the Company Renowned private markets investment specialist Industry Venture Capital & Private Equity Type Private Equity Firm Founded 1982 Employees 1001-5000 Categories Consulting...
- Role: Quantitative Derivative Portfolio Manager Department: Investment Management Team: Quantitative Portfolio Management Location: Boston -... ...Risk. Multiple opportunities available with a focus on Rate, Credit, or FX derivative management. The Team: The Quantitative Portfolio...Full time
$125k - $140k
...Description The Climate Finance Portfolio Manager (VP) is responsible for the... ...an assigned portfolio of commercial solar, battery storage,... ...climate-related project finance credit, in collaboration with the... ...relationship managers, underwriters, borrowers, internal partners...For contractorsWork experience placementWork at officeRemote workVisa sponsorshipWork visa$100k - $225k
About Us Wellington Management offers comprehensive investment management capabilities that... ...our clients. About the Role THE ROLE The Portfolio Manager-Lead within the Quantitative... ...of systematic, model-driven equity and credit portfolios. This role emphasizes research...Remote workFlexible hours1 day per week$100k - $163k
...role:Wells Fargo is seeking a seeking a Senior Portfolio Manager to join our Credit Execution Team within the Commercial Bank, focusing on the Middle Market segment.... ...team and will play a critical role in credit underwriting, portfolio growth, and client relationship...Full timeWork experience placement- ...US:Independent and possessing more than fifteen years’ experience in its field, Alter Domus has become a leader in corporate and management services for private equity & infrastructure and real estate funds as well as listed and unlisted companies. Our staff of over 2,...Work at office
- HarbourVest Partners (U.K.) Limited is seeking a senior professional to support private credit portfolio construction and liquidity management. You will work with senior team members to analyze asset profiles, assist in capital allocation, and contribute to risk budgeting...
- ...identifying, proposing, and delivering Cash Management solutions? As a Cash Management... ...while maintaining and growing the existing portfolio. Deliver Results - Individually and as a... ...financial services, including personal banking, credit cards, mortgages, auto financing,...
- Eastern Bank in Boston is seeking an experienced Credit Analyst to manage portfolios, analyze financial statements, and track covenants for client files. The role involves coordinating with relationship managers and preparing updates for loan decisions. You will evaluate...Interim role
- Barings seeks a seasoned Client Portfolio Manager for Public Fixed Income, Emerging Markets Debt, based in Boston. You will partner with investment... ..., and support new business growth across EM debt and IG credits. The role requires 3-7 years experience, CFA/FINRA as desired...
- Eastern Bank is seeking an experienced credit/relationship professional to manage portfolios, prepare financial reports, and track covenants. The role involves... ...RMs, and contribute to a strong, client-focused commercial banking team in Boston. #J-18808-Ljbffr Eastern Bank
- Alter Domus is currently seeking a Fund Manager to join our Credit Fund Administration team at our Carmel, IN office.JOB DESCRIPTION:Act as ultimate “lead” in audit process;Hold ultimate responsibility for all client reporting;Serve as lead contact for client requests;...Work at office
$125k - $150k
..., employee‑owned alternative investment manager managing approximately $14 billion in assets... ...play a key role supporting a diverse portfolio of alternative investment strategies... ...Experience working with private equity, private credit, venture capital, hedge funds, or other...$80k - $105k
...TitleDynamo Software is a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored, highly... ...investors; administering the treasury function including lines of credit.What You'll Do (Day-to-Day)Monitor cash transactional activity...Local areaWorldwide$91k - $150k
...Business Banking, HENFP, CREB, HSTR. DFS, and GWIM underwriting, structuring and approving credit actions for new Treasury Management and Card credit requests, renewals, and... ...Qualifications:Minimum of 5-7 plus years of COMMERCIAL(Business Banking, Middle Market, Heath...Full timeWork experience placementWork at officeFlexible hoursDay shift$100k - $135k
...Fund Accountant (Credit) - $20B Investment Firm in Boston (Hybrid) Our client, a top investment firm in Boston, is looking to add a... ...Validate expense allocation to the funds and reimbursements to the management company Assist with and respond to ad hoc requests from LPs, IR...$60k - $70k
...process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor... ...buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail...Work at officeRemote work2 days per week$85k - $105k
...Fund Accountant – Credit | Boston, MA We are seeking a Fund Accountant to join a fast-... ...fund accounting, investor reporting, and portfolio performance, with direct exposure to how... ...distributions, and investor notices Review management fees, capital accounts, and fund...$120k - $225k
About UsWellington Management offers comprehensive investment management capabilities that... ...of Wellington’s private equity, private credit, and co-investment funds with over $9.1... ...administrator, including:Complex private portfolio company and/or private credit transactions...Full timeRemote workFlexible hours1 day per week$90k - $180k
About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of... ...administrator outputs and validation of:Complex private portfolio company and/or private credit transactions as well as public investment...Full timeRemote workFlexible hours1 day per week$81.4k - $153.5k
...activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal funding, and expense paymentsBecome an expert user in...Full timeWork experience placementInternshipWork at officeLocal area
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