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The Portfolio Manager is responsible for the proactive management of IFF loans post-close to monitor borrower compliance, identifying areas of risk, evaluating borrowers' long-term viability/performance and proactively mitigating potential defaults and loan loss.
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The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience.
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This position will be a key role in overseeing the support processes around portfolio management and will report to the Corporate Portfolio Manager (CPM). NYSIF is seeking to fill an Assistant Corporate Portfolio Manager role to support all aspects of the portfolio management function.
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JOB FUNCTION / SUMMARY:Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 3 is a supporting member of the client’s Credit Delivery Team, i.e., Relationship Manager (RM), Commercial Client Administrator (CCA), market leadership, credit officer, etc.
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Investment Advisor - Navy Federal Careers (oraclecloud.com) Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.
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Reporting to the VP - Corporate Real Estate, the Real Estate Portfolio Manager is responsible for the management of TDECU's Corporate Real Estate (CRE) portfolio, including Member Centers and corporate offices.
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Supports Senior URS Investment Professionals on portfolio and plan-level decisions such as rebalancing, liquidity management, and broad asset allocation themes. Oversees implementation and execution of portfolio(s), strategy(ies) and investment-specific recommendations.
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The Innovations Portfolio Manager is responsible for managing the design, development, and implementation of new health innovation products and services at DIHI. This position will perform both product management activities to ensure successful execution of product development efforts and research coordination activities to conduct relevant and appropriate research to accompany newly developed products and services.
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Established investment contact network to assist in relative value ideas, trading, debt issuance and other portfolio management related activities. Acts as a "First-Line-of-Defense" in identifying, communicating, assessing and managing all risks of the portfolio, including financial risk, including treasury operations, interest rate risk and credit risk.
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At CoBank, our Portfolio Manager – Project Finance provides relationship management and credit support to primary Relationship Managers, including origination, structuring, execution, and monitoring of Project Finance transactions for power and energy infrastructure assets.
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Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.
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Acts as technology lead on loan portfolio performance monitoring and reporting systems and technology, and managing credit exams and/or audit reporting with the support of Loan Operations and origination team members.
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Our experienced Managers hold prestigious designations, including GRI, Certified Manager of Community Associations (CMCA®), Association Management Specialist (AMS®), and Professional Community Association Manager (PCAM.
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Working knowledge of portfolio theory and experience with a broad range of investments including fixed income, equities, alternative investments. As a member of the Simmons Bank Wealth Management team, this individual works within a fee-only, fiduciary standard of care environment to develop and grow meaningful relationships by providing personalized investment service for high-net-worth individuals, families, and institutions.
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Familiarity with and willingness to master databases; CRM software (e.g., Dynamo, Backstop, Bipsync, Salesforce); portfolio analytics applications (e.g., Caissa, Solovis, Novus, Burgiss, MSCI); Bloomberg tools; accounting and custodial platforms (e.g., Eagle Investment Systems Star/Pace, BNY Mellon Nexen.
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Title: investment portfolio manager Company: College Loan
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