Portfolio Manager
$100k - $130kNew Edge Associates a Talent Acquisition Firm
Portfolio Manager The Portfolio Manager is responsible for managing the credit quality, risk profile, and ongoing performance of an assigned commercial loan portfolio. This role partners closely with Relationship Managers to support new business opportunities and existing client relationships through strong credit analysis, underwriting, and portfolio monitoring. The Portfolio Manager ensures compliance with bank credit policies and regulatory standards while helping drive profitable, well-structured growth. Job Requirements Underwrite new loan requests, renewals, and modifications Perform financial statement and cash flow analysis Monitor portfolio performance, covenants, and risk ratings Identify and elevate potential credit issues early Prepare clear, well-supported credit memorandums Ensure compliance with credit policy and regulatory guidelines Collaborate with Relationship Managers and Credit Administration Qualifications Bachelor’s degree in Finance, Accounting, Business, or related field 3–7+ years of experience in commercial credit, underwriting, or portfolio management Strong knowledge of C&I and/or CRE lending Proficiency in financial spreading and cash flow analysis Excellent written, analytical, and communication skills Base pay range $100,000.00/yr - $130,000.00/yr Seniority level Director Employment type Full-time Job function Management Industry Banking #J-18808-Ljbffr
- ...stakeholders. Our team is skilled in market analysis, trading, risk management and delivering tailored customer solutions across North... ...Specific Description Deliver adjusted earnings targets by managing a portfolio of physical and financial wholesale power derivatives...SuggestedFull timeSeasonal workRelocation
- ...Job Overview Quantum World Technologies Inc. seeks an experienced Portfolio Manager to support the VP and other senior leaders in managing portfolio initiatives. The role involves reporting, stakeholder coordination, and presentation preparation, with a hybrid work arrangement...SuggestedContract work
- ...nd Fl 8201 Preston Rd Dallas, TX 75225, USA Location: On site at Dallas location listed in the job posting Summary The Senior Portfolio Manager proactively manages assigned commercial and corporate loan portfolio by monitoring performance, identifying trends, and escalating...Suggested
- ...L ocation: On site at location listed in job posting Summary Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to the commercial...SuggestedLocal area
- ...GENERAL DESCRIPTION OF POSITION The Association Banking Portfolio Manager is responsible for the management of an Association Banking loan portfolio, as well as underwriting and presenting community association loans for approval. ESSENTIAL DUTIES AND RESPONSIBILITIES...SuggestedWork at office
- ...Job Summary As a Portfolio Director you will lead a high-performing, cross‑functional portfolio team, driving client satisfaction, revenue... ...ongoing service delivery. The Portfolio Director will directly manage Associate Directors and Coordinators, providing mentorship and...Contract work
- ...identify early-stage, first-to-file candidates and lifecycle management strategies Oversee pipeline financial and demand forecasts, risk... ...sensitivities, and value drivers for investment decisions and portfolio prioritization Lead US Portfolio team initiatives, forecast...Local area
$120k - $170k
The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This role combines hands‑on portfolio management with leadership responsibilities...Local areaFlexible hours$78k - $130k
...-term track record of developing, redeveloping, acquiring and managing distinctive apartment homes in some of the best U.S. markets,... ...maintenance performance and team development across a diverse portfolio, the Portfolio Maintenance Manager role is your next step. AvalonBay...Full timeWork at officeLocal areaImmediate start$32 - $34.68 per hour
Job Title Accountant II / Fund Accountant Location Lake Mary, FL 32746 Pay Rate $32.00/hr – $34.68/hr Duration 6 Months (Extension based on performance) Role Summary The Accountant II – Finance (AIIF) is responsible for delivering efficient, SOX-compliant, and GAAP-aligned...Contract workWork experience placementFlexible hours$68k - $120k
...make an impact in the following ways: Ensure timely and accurate preparation of quarterly and annual financial reports for assigned portfolios Construct and/or lead various training classes - such as accounting for complex deal structures, record keeping within certain...Temporary workWork at officeWorldwideFlexible hours- ...Fund Accountant to join our client's team! The Fund Accountant manages the financial records and transactions of investment funds,... ...related issues. Research, as assigned, certain securities in Fund portfolios for the purpose of ensuring proper accounting treatment (such...
- BNY Mellon is seeking an Associate to join their Hedge Fund Accounting team in Lake Mary, Florida. This role involves reviewing data, tracking accounting records, and leading system-generated reporting efforts. The ideal candidate should have a Bachelor's degree in accounting...
- Associate – Hedge Fund Accounting Location: Lake Mary, Florida (4 days in office expectation). Overview Join BNY’s Hedge Fund Accounting team to support daily, weekly, and monthly accounting and reporting duties for complex funds. Key Responsibilities Review data and resolve...Work experience placementWork at office
$90k - $110k
...structuring and account opening process as well as internal meetings and investor calls throughout the launch Coordinate with the Management Company Accountants on management fee and incentive forecasts Review audited financials and fund tax preparation (K‑1, Federal +...Full timeRelocation$115k
...to $115,000 + Bonus Looking for work-life balance without sacrificing career growth? Our client is a well-established investment management organization with an exceptional reputation, strong employee tenure, and a collaborative team environment. This is an opportunity...Casual workWork at officeRemote work- BNY Mellon is seeking a Senior Specialist for their Hedge Fund Accounting Team located in Lake Mary, Florida. This role involves conducting comprehensive accounting services, mentoring junior team members, and interacting with clients regarding fund performance. Candidates...
$35 - $43 per hour
Base pay range $35.00/hr - $43.00/hr We are seeking a motivated and detail-oriented Fund Accountant to join our dynamic team in Lake Mary, Florida. This position offers the opportunity to work in a collaborative, fast-paced environment supporting mutual fund operations...Contract work3 days per week- At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams...Work experience placementWorldwideFlexible hours
- ...Private Banking Officer , you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians,... ...seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You’ll Do Build...
- ...capabilities. Essential Job Duties Ensure compliance with DoD cybersecurity mandates, including NIST 800-53 Rev. 5, FedRAMP, Risk Management Framework (RMF), and DoD IL-4/IL-5 security policies. Implement security monitoring solutions, conduct vulnerability assessments...Contract workWork at office
- ...Cash Management Sales Manager This position will work closely with product management and product development teams to define product needs to support growth objectives. The Cash Management Sales Manager will work to identify ways to improve client experience and enhance...Temporary workWork at officeLocal area
- ...Review financial content used in investor communications, internal management reporting, and various one-off analyses or initiatives Review... ...with groups spanning tax, deal/acquisition teams, portfolio and asset management, legal/compliance, client-facing investor...
- Hedge Fund Operations Manager job at Tandym Group. North Miami Beach, FL. A Hedge Fund in Florida is seeking an accomplished Hedge Fund Operations Manager to work full time in the Sunny Isles office. This is a critical role that interacts directly with traders, prime brokers...Full timeWork at office
- ...Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The IB team advises on Mergers & Acquisitions (M&...Interim roleWork at officeRelocation
- ...Energy Resources is seeking a Director of Asset-Level Financing within its Treasury. The Director will lead financing strategy and manage tax equity and finance transactions across renewables, storage, gas, transmission and related assets. You will interact with lenders...
- ...proprietary trading firm that allocates firm capital to disciplined traders and scales buying power based on performance and risk management. Trading from the Southeast: Trade US market hours from your local time zone — the NYSE opens at 9:30am local. The Southeast —...For contractorsLocal areaRemote work
- MSB Home Loans is an independent mortgage brokerage with 27+ years in the business and a 4.9-star reputation built on doing things the right way. We're adding to our team and looking for a motivated loan originator who wants to grow with a company that puts people before...Self employmentRemote workFlexible hours
- ...customer experience throughout the home financing process. As a Loan Officer at PRMI, you will be responsible for developing and managing your own pipeline through self-sourced referrals, Realtor partnerships, builder relationships, financial advisor connections, and...Local area
- ...Domestic, Non-QM, DSCR, and Commercial products Assist with client communication, documentation, and follow-ups Support pipeline management and deal execution Requirements Florida MLO license or willingness to obtain Strong communication and organizational skills Sales...Full timeWork from homeFlexible hours
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