Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Manager

$100k - $130k

New 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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Florida, NY vacancy
  •  ...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... 
    Suggested
    Full time
    Seasonal work
    Relocation

    NextEra Energy Resources

    Florida, NY
    1 day ago
  • 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... 
    Suggested
    Contract work

    Quantum World Technologies Inc.

    Florida, NY
    6 days ago
  •  ...Job Description Full time opportunity in Palm Beach Gardens for a licensed Property Manager. Must have experience managing homeowner’s associations. Duties include: Board Meetings Vendor Relations Frequent homeowner interaction, phones, etc. Outdoor field presence, inspections... 
    Suggested
    Full time
    Local area

    6AM City

    Florida, NY
    2 hours ago
  •  ...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... 
    Suggested
    Work at office

    Socket

    Florida, NY
    1 day ago
  •  ...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... 
    Suggested
    Contract work

    Aptia Insurance Service Group LLC

    Florida, NY
    2 days ago
  • $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 time
    Work at office
    Local area
    Immediate start

    AvalonBay Communities

    Florida, NY
    5 days ago
  • $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 area
    Flexible hours

    Cerity Partners Management LLC

    Florida, NY
    3 days ago
  • 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...

    BNY Mellon

    Florida, NY
    1 day ago
  • 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...

    BNY Mellon

    Florida, NY
    1 day ago
  • $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 work
    3 days per week

    IntePros

    Florida, NY
    2 days ago
  •  ...structuring and account opening process as well as both internal meetings and investor calls throughout the launch Coordinate with the Management Company Accountants on management fee and incentive forecasts Review of audited financials and fund tax preparation (K-1, Federal... 
    Relocation

    Leeds Professional Resources

    Florida, NY
    1 day ago
  • We're seeking a future team member for the role of Associate - to join our Hedge Fund Accounting team. This role location is Lake Mary, Florida In this role, you'll make an impact in the following ways: Review data and assist in resolving escalated problems that may arise...
    Work experience placement

    BNY Mellon

    Florida, NY
    1 day ago
  • $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 work
    Work experience placement
    Flexible hours

    Dexian

    Florida, NY
    2 days ago
  • $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 work
    Work at office
    Worldwide
    Flexible hours

    NACBA

    Florida, NY
    3 days ago
  •  ...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... 

    Leeds Professional Resources

    Florida, NY
    1 day ago
  • $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 work
    Work at office
    Remote work

    Bell & Associates, Inc.

    Florida, NY
    5 days ago
  • 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 placement
    Worldwide
    Flexible hours

    BNY Mellon

    Florida, NY
    1 day ago
  •  ...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 work
    Work at office

    SOSi

    Florida, NY
    6 days ago
  •  ...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 work
    Work at office
    Local area

    Orange Bank & Trust Company

    Chester, NY
    2 days ago
  • 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 time
    Work at office

    Downtown Boulder Partnership

    Florida, NY
    3 days ago
  •  ...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 role
    Work at office
    Relocation

    Portage Point Partners

    Florida, NY
    4 days ago
  •  ...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... 

    Green Key Resources

    Florida, NY
    4 days ago
  • 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 employment
    Remote work
    Flexible hours

    Citruscountychamber

    Florida, NY
    3 days ago
  •  ...and operational excellence. Maintain full compliance with lending regulations through timely disclosures and organized pipeline management. Promote sustainability and cross‑sell banking solutions. Support the bank’s ESG mission by practicing environmental responsibility... 
    Full time
    Temporary work
    Work at office
    Remote work

    Climate First Bank

    Florida, NY
    1 day ago
  •  ...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

    Primary Residential Mortgage

    Florida, NY
    3 days ago
  •  ...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 time
    Work from home
    Flexible hours

    The Q Kapital Group Corp

    Florida, NY
    3 days ago
  • $120k - $150k

     ...supports investment analysis, financial modeling, due diligence, portfolio monitoring, and transaction execution within a growing...  ...finance, excellent analytical skills, and an interest in investment management and alternative investments. Responsibilities as the... 
    Work at office
    Monday to Friday

    Atlantic Group

    Florida, NY
    2 days ago
  • $80k - $110k

     ...communicator with the ability to present insights to senior stakeholders Ideal Profile Proactive, detail‑oriented, and comfortable managing multiple workstreams Curious and resourceful, with strong ownership mentality Thrives in fast‑paced, entrepreneurial environments... 
    Full time

    Talent Haus

    Florida, NY
    5 days ago
  • $23 - $24 per hour

     ...interpersonal skills within the administrative field, including basic computer skills such as spreadsheets and data entry. Strong time management and organizational abilities.   Essential Functions · Complete initial client intakes and request required documentation,... 
    Hourly pay
    Part time
    Second job
    Work at office
    Local area

    RECAP INC

    Middletown, NY
    20 days ago
  •  ...to align fundraising goals with financial planning and annual budgets Oversee the grant writing team , including grant calendar management, proposal review, and submission coordination Identify and secure sponsorships, partnerships, and major gifts Support annual campaigns... 
    Remote job
    Flexible hours

    The Healing and CPTSD Foundation

    Warwick, NY
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!