Commercial Portfolio Manager
Beacon Hill Staffing Group
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Our client in the Dallas, TX area is looking for a Financial Portfolio Management Lead and Manager to help support a major enterprise investment portfolio. This is a long-term contract assignment with a high-impact technology finance team where you will lead financial planning, governance, reporting, and investment analysis while overseeing analysts responsible for day-to-day portfolio financial operations. Key Responsibilities Lead annual budgeting, forecasting, long-range planning, and financial reporting for technology initiatives Partner with Technology, Finance, Accounting, and Portfolio leaders to support funding and investment decisions Manage capital and operating expense portfolios, financial governance, and compliance activities Oversee financial analysis, variance reporting, forecasting, accruals, and portfolio performance metrics Support asset capitalization, project accounting, CWIP tracking, and asset lifecycle management Develop executive dashboards, presentations, and financial recommendations for senior leadership Mentor and guide analysts while driving process improvements and reporting efficiencies Qualifications Bachelor's degree in Finance, Accounting, Business, Economics, Information Systems, or related field 8+ years of experience in financial planning, budgeting, forecasting, accounting, or investment management Leadership experience managing teams or mentoring finance professionals Strong experience with CapEx, OpEx, financial modeling, and executive reporting Knowledge of financial controls, audits, compliance, and governance frameworks Advanced Excel and experience with ERP, reporting, or portfolio management tools Experience supporting technology organizations or large project portfolios preferred Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Company Profile Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting . Benefits Information Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future™ #J-18808-Ljbffr
$93k - $189k
DescriptionSummary: Huntington’s Commercial Portfolio Manager -Power & Utilities will co-manage a growing $4.5 billion book of business in the bank’s Power & Utilities vertical within Huntington’s Corporate Specialty and Government Banking group. In conjunction with Relationship...SuggestedFull timeWork at officeRemote workWork from homeFlexible hours$70k - $161k
DescriptionThis position is available to be filled at any Huntington Bank Corporate office location.Summary:The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves...SuggestedFull timeWork at officeRemote workWork from homeFlexible hours$98k - $127k
...Position SummaryThe Commercial Portfolio Manager II will be familiar with the relationships/borrowers in their loan portfolio, proactively managing the assigned portfolio to ensure adherence to credit policy, including completing various required actions, such as, Perform...SuggestedTemporary workLocal areaFlexible hours$98k - $127k
...Position SummaryThe Commercial Portfolio Manager II will be familiar with the relationships/borrowers in their loan portfolio, proactively managing the assigned portfolio to ensure adherence to credit policy, including completing various required actions, such as, Perform...SuggestedTemporary workLocal areaFlexible hours- ...the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager II is responsible for managing a portfolio of commercial loans and underwriting transactions. This position is accountable for the ongoing review and...Suggested
- ...take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager II is responsible for managing a portfolio of commercial loans and underwriting transactions . This position is accountable for the ongoing review and...Full time
$133.37k - $156.9k
...DescriptionPosition HighlightsThe Institutional Client Group (ICG) Portfolio Manager partners with ICG Relationship Manager(s) to successfully... ...banksStrong comfort levels of credit analysis on complex commercial and corporate credits ($100MM in Revenues and higher),...Full timeFor contractorsWork at officeLocal areaRemote workFlexible hours3 days per week$93k - $189k
...Huntington's Commercial Portfolio Manager - Power & Utilities Huntington's Commercial Portfolio Manager - Power & Utilities will co-manage a growing $4.5 billion book of business in the bank's Power & Utilities vertical within Huntington's Corporate Specialty and Government...Work at officeRemote workWork from homeFlexible hours- A financial institution in Dallas seeks a Loan Portfolio Manager to underwrite credit exposure and manage a commercial loan portfolio. The role involves assessing credit quality, conducting loan reviews, and working closely with lenders. An ideal candidate has a Bachelor...
- The Commercial Portfolio Manager II at Busey Bank will oversee a loan portfolio, proactively managing credit risk and portfolio performance. You will analyze borrower financials, structure loans, price transactions, and support relationship growth with clients and COIs...
$133.37k - $156.9k
...Institutional Client Group Portfolio Manager The Institutional Client Group (ICG) Portfolio Manager partners with ICG Relationship Manager... ...~ Strong comfort levels of credit analysis on complex commercial and corporate credits ($100MM in Revenues and higher), preferably...Temporary workFor contractorsWork experience placementWork at officeRemote workFlexible hours3 days per week- ...Portfolio Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter... ...Preferred Skills/Experience - Extensive knowledge of commercial/corporate lending and credit standards, policies, procedures...Temporary workWork experience placement
$105k - $130k
...growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service... ..., turns, value-add capex, budget review, variance analysis, portfolio expansion and dispositions. The Asset Manager will play a critical...Temporary workLocal areaRemote workHome officeVisa sponsorship$145k - $165k
We are currently seeking a Portfolio Manager to support our Commercial Banking Group. As a Portfolio Manager, you will be a senior member of the team and will be responsible for managing the risk of the portfolio and the individual credits that comprise the portfolio; taking...Full timeLocal areaFlexible hours- PlainsCapital Bank is seeking to hire a Loan Portfolio Manager.The Loan Portfolio Manager underwrites credit exposure and actively manages an assigned portfolio of commercial client relationships under the supervision of the Director, Portfolio Management. The typical portfolio...Bank staffWork at officeRelocation packageWeekend work
$175k - $225k
...and a winning culture? Start your Voyage -Apply NowJob PurposeThe Voya Investment Management (Voya IM) Mortgage Derivatives Team manages approximately $6 billion across a number of portfolios. Its flagship, the Voya Mortgage Investment Fund, is one of the largest and most...Full timePart timeWork experience placementWork at officeLocal areaFlexible hours- ...Third Coast Bank in Dallas is seeking a Senior Portfolio Manager for Asset-Based Lending to oversee credit, portfolio management, and risk for complex ABL relationships. You will work with ABL Relationship Managers, Credit, Field Examination, Loan Operations, and other...
- ...Portfolio Manager – Commercial & Consumer Lending | Dallas-Uptown Join an Award-Winning, Oklahoma-Rooted Community Bank Expanding in Dallas Are you a relationship-driven lending professional who thrives behind the scenes making deals happen? Our client — a regional community...
- ...Role type: Portfolio Manager Quantity of resources: 1 Resource will need experience and insights into the enterprise capital process to support the capital planning process for the business and partner with IT. They will also need experience managing the business, Ops...
- ...SitusAMC is seeking an experienced Asset Management professional to lead portfolio management and servicing oversight for a major client in the United... ...strong Excel and communication skills, and a background in commercial real estate asset management. #J-18808-Ljbffr...
$60.8k - $80k
...who helps brands show up effectively across both brand-building and performance-driven channels. This role combines strong account management fundamentals with a deep understanding of today's social, digital, and media landscape - bringing together creative, media,...Temporary workFreelanceWork at officeImmediate startFlexible hoursShift work- ...Program Director Program director oversees the development, implementation, and management of specific programs or initiatives within an organization, ensuring they align with strategic goals and objectives. Key responsibilities include: Strategic planning: Program...
- ...Sr. Portfolio Manager The Sr. Portfolio Manager role is positioned within Credit Administration and is integral to the success of each... ...Qualifications ~ Bachelor's degree in Finance, Accounting, Commercial Banking or equivalent/relevant program ~8+ years'...Work at office
- ...goes above and beyond to help our customers and each other, on a journey to reshape the future of identity security. As a Commercial Sales Manager, you will be responsible for creating and pursuing sales opportunities and have direct responsibility for engaging with...Full timeWork at office
- ...review the following job description:The Middle Market Senior Portfolio Manager (“Senior PM”) is responsible for the independent... ...&I landscape, a core growth strategy for Truist Corporate & Commercial Bank (TCCB). The Senior PM serves as a credit subject matter...Full timePart timeShift workDay 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
$125k - $170k
...aspire to alter the course of lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining and activating the integrated... ...within our total perfusion solution across muliple commercial channels. Your goal is to shift the customer conversation...Full timeRemote workWorldwideShift work$70k - $140k
DescriptionSummary: As a Regional Banking CRE Portfolio Manager, you'll play a highly visible role partnering directly with Regional Presidents... ..., and Credit Officers to help shape the success of our commercial real estate portfolio. This is an opportunity to combine deep...Full timeWork at officeRemote workWork from homeFlexible hours- ...Accenture’s Life Sciences MedTech Practice sits at the forefront of commercial innovation. In the face of increasing external macrodynamic... ...-only role. We are looking for a commercially driven Senior Manager who can walk into a room with a Business Unit President or...Full timeWork experience placementLive inWork at officeLocal area
$145k - $165k
...clients, our communities, and our planet. If this sparks your interest, you’re in the right place.Our team has an opening for a Commercial Manager. DLR Group has a network of 30+ studios across the United States. For this role, we encourage exceptional applicants across...Contract workWork at office
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