Portfolio Manager

Portfolio Manager Finance Jobs

61 jobs found

VP - Lead Commercial Real Estate Portfolio Manager

Wells Fargo Irvine, CA

17d ago

$119k - $224k/yr Full time Manager Affordable Housing Commercial

Manager Affordable Housing Commercial

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Job Description

Based in Irvine, Wells Fargo is seeking a Vice President to lead a LIHTC and affordable housing portfolio within its Tax Credit Asset Manager team. The role functions as the primary liaison for general partners and internal groups, overseeing asset performance, financial health, and targeted asset-management initiatives in a fast-paced real estate environment.

Responsibilities

Independently oversee a LIHTC/affordable housing portfolio, acting as the main contact for general partners and Wells Fargo internal teams.
Monitor the performance of stabilized, construction, and lease-up assets by reviewing third-party reports, conducting inspections, evaluating market conditions, and performing site visits to identify risks and performance issues.
Analyze financial statements, tax returns, partnership documents, and sponsor financials to gauge asset health, compliance, and credit quality.
Identify emerging issues, propose recommendations, and implement action plans, including assessing and communicating risk rating changes to credit partners and senior leadership.
Review and underwrite general partner consent requests, such as loan refinances, changes in partnership structure, reserve releases, and adjustments to capital contributions.
Evaluate and process capital contribution requests and reserve withdrawals, ensuring calculations, adjusters, and documentation align with partnership agreements.
Provide leadership through coaching, mentoring, and supporting junior team members, while contributing to asset-management process improvements.
Oversee and track work outsourced to third-party vendors, ensuring accuracy, timeliness, and alignment with asset management standards.

Requirements

5+ years of Commercial Real Estate Portfolio Management experience, or an equivalent demonstrated through a combination of work experience, training, military experience, or education.

Technologies

Microsoft Excel

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Job Expectations

Ability to travel as needed
Willingness to work on-site in accordance with current office requirements
Ability to work additional hours as needed
Visa sponsorship is not available
This position is subject to FINRA background screening requirements. Candidates must pass a background check prior to hire. Individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Ongoing regulatory obligations include periodic screening and mandatory reporting of certain incidents.
Some compliance policies may apply regarding outside activities or personal investing; affected employees will provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable policy requirements if hired. Expectation details will be shared during recruitment.

Pay Range

Base pay range offered: $150,000 - $200,000.

The overall pay range listed is $119,000 - $224,000, and employees may be eligible for incentive opportunities.

Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic.

Posting End Date

Posting end date: April 18, 2026.

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Associate Portfolio Manager- Subscription Finance & Services

Citizens Boston, MA

18d ago

$91k - $110k/yr Full time Manager Associate Cash Flow

Manager Associate Cash Flow

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Job Description

Associate Portfolio Manager on Citizens Bank's Subscription Finance & Services team in Boston, MA, overseeing subscription credit facilities for sponsors with AUM over $1B, with a focus on portfolio oversight, credit monitoring, analytics, and risk management.

Responsibilities

Provide day-to-day support to senior Portfolio Managers and collaborate with junior analysts across the team.
Assist underwriting for new transactions, upsizes, and facility modifications.
Perform analytical reviews of fund performance, fundraising cycles, strategy, and LP base composition.
Monitor borrowing bases, capital call activity, collateral eligibility, covenant compliance, and exposure across the portfolio of subscription facilities.
Aid in coordinating periodic credit reviews, renewals, amendments, and waivers under guidance from senior team members.
Track LP credit quality, commitment changes, side-letter provisions, and concentration metrics.
Draft initial credit memoranda and risk-rating rationales.
Ensure accurate data management, timely reporting, and proper document tracking.
Manage documentation flow, data room content, and internal compliance requirements.
Coordinate with internal partners (Credit, Risk, Treasury, Capital Markets, Operations) to support ongoing facility administration.

Requirements

Bachelor’s degree is required.
1 to 3 years of experience in finance, banking, accounting, private equity/private capital, consulting, or related analytical roles.
Self-starter and collaborative team player with the ability to think strategically and thrive in a fast-paced, entrepreneurial environment.
Proven ability to follow up independently and drive projects as the project manager on assignments.
Internship or experience in corporate banking, underwriting, fund finance, private equity, credit, or leveraged finance is highly preferred but not required.

Benefits

Health, dental, and vision insurance
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off

Hours and Work Schedule

Hours per week: 40+
Work schedule: Monday through Friday

Pay Transparency

Salary range is $91,000 to $110,000 per year, with eligibility for an annual discretionary bonus.
Actual pay depends on location, skills, and experience.

Equal Employment Opportunity

Citizens and its affiliated entities provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability (physical or mental), perceived disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, victim of domestic violence, family status or parenthood, and other protected characteristics as required by law.

Why Work for Us

Citizens emphasizes a customer-centric culture and community involvement, offering a supportive, collaborative environment and access to training and tools designed to accelerate career growth.

Background Check

Any offer is contingent on a successful background check, which may include credit, motor vehicle records, public records, prior employment verification, and criminal checks. Results are reviewed in line with regulatory requirements and the job context, with further information provided with the offer.

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Business Banking Portfolio Manager II

EagleBank Bethesda, MD

24d ago

$67k - $105k/yr Full time Manager BakerHill B2B Banking

Manager BakerHill B2B Banking

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Job Description

Overview

EagleBank is a values driven organization that prioritizes relationships with customers, teammates, and shareholders. The company aims to be flexible, involved, responsive, strong, and trusted, delivering highly valuable service through meaningful connections. EagleBank supports inclusion, equity, and respect, and actively seeks opportunities to learn from one another. The bank invests in employee growth and wellbeing through mentorship programs, community service, and scholarship opportunities for continuing education. Benefits include maternity and parental leaves, wellness discounts, healthcare premium sharing, employer contributions to your Health Savings Account, and 100 percent 401(k) matching up to 4 percent. This role is based in Bethesda, MD with a projected annual salary range of $67,482.00 to $105,166.80, and additional compensation may be possible based on experience and skills.

Responsibilities

With limited supervision, the Business Banking Portfolio Manager II drives the credit process by gathering financial information, underwriting and spreading data, preparing and submitting credit packages for review and approval, and reviewing loan documentation for accuracy. They also work to clear documentation exceptions and manage loan maturities and past due accounts as needed.
Participates in the management, servicing, and growth of the small business lending portfolio to meet departmental profitability metrics.

Qualifications

Requirements

H.S. Diploma or General Education Degree (GED)
2 years of commercial credit analysis experience or portfolio management (a combination of commercial credit analysis and relevant lending experience will be considered)
In-depth knowledge of commercial loan documentation
Strong knowledge of credit underwriting, financial ratios, credit structures, cash flow, collateral, and guarantor analysis
Excellent verbal and written communication
Good customer service skills
Proficient in MS Word, Excel and Outlook
Strong organization skills, attention to detail and accuracy
Work effectively in a fast paced, high pressure environment

Preferences

Bachelor's Degree in Arts/Sciences (BA/BS) in Business, Finance or Accounting
4 years of commercial credit analysis experience or portfolio management (a combination of commercial credit analysis and relevant lending experience will be considered)
Formal credit training
Experience structuring and pricing loan transactions to achieve profitability metrics
BakerHill B2B software
LaserPro

Additional Information

Don't meet all the requirements? We encourage you to still apply if you think you are the right person to join our community. We are always interested in connecting with people inspired by our mission and values. If you are not hired for this position, your resume will remain available for the next year and might be considered for future openings. Note that you can update your resume as often as needed.

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Assistant Portfolio Manager

ELM Capital Management, LLC/Jones Law Group Pittsburgh, PA

28d ago

$30k - $65k/yr Full time Manager Assistant Charles Schwab

Manager Assistant Charles Schwab

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Job Description

Role overview

We are seeking a dedicated assistant portfolio manager to join ELM Capital Management, LLC / Jones Law Group. The role involves interfacing with clients, supporting the Senior Portfolio Manager with portfolio construction, asset transfers, and trades, and coordinating with clients and Charles Schwab regarding account matters.

Key responsibilities

Assist the Senior Portfolio Manager with portfolio construction and related tasks
Handle asset transfers and execute trades as directed
Serve as a point of contact for clients and liaise with Charles Schwab on account matters

Licensing and qualifications

Candidate must hold a Series 65 license or be willing to obtain one.

Employment type and compensation

Job types: Full-time and Part-time
Salary: $30,000.00 - $65,000.00 per year

Benefits

401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off

Location and relocation

Location: Pittsburgh, PA 15222. Relocation to the area is required before starting work.

Work arrangement

Work location: In person

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Portfolio Manager or Senior Portfolio Manager, Income Property Group

KeyBank National Association Cleveland, OH Hybrid

1mo ago

$80k - $150k/yr Full time Manager Senior Asset Quality

Manager Senior Asset Quality

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Job Description

Location

Office address: 127 Public Square, Cleveland, Ohio

Working arrangement: Hybrid remote in Cleveland, Ohio 44115

Overview

The Portfolio Manager role delivers relationship management support for a defined portfolio of clients, including active commercial real estate owners, investors, and developers. This position works closely with Relationship Managers to provide comprehensive financial guidance and solutions that help clients achieve their objectives while leveraging Key's product platform. Portfolio Managers contribute to the team’s revenue and risk management goals through activities such as credit monitoring, file maintenance, ongoing covenant compliance verification, business development and lending and sales support, and operational support.

Essential Functions

Proactively manage the portfolio to maximize profitability and maintain strong asset quality, with timely identification and resolution of issues and accurate loan risk rating assignments. Assist in resolving out-of-balance and default situations within the portfolio.
Assist in structuring and delivering credit and non-credit product solutions while applying sound risk management to maximize risk-adjusted returns on shareholder capital; assess risk materiality and mitigate accordingly.
Support the asset generation strategy that balances risk and return. Contribute to the team’s consultative process to deepen existing relationships, onboard new ones, and exit unprofitable relationships. Participate in call preparation.
Serve as a trusted advisor to clients and prospects. Build credibility with internal and external stakeholders based on sound judgment and timely, accurate information sharing. Share constructive feedback with teammates and stakeholders.
Collaborate with Credit, Product Partners, Closers, Servicing, technical services, and other partners to identify cross-sell opportunities, deepen client relationships, and overcome obstacles to deliver seamless execution.
Analyze business and personal financial statements to identify strengths and weaknesses and inform deal structures, pricing, and terms.
Deliver timely completion of write-ups, loan recommendations, and structuring, along with analysis of financial statements and identification of transaction strengths and weaknesses.
Underwrite construction and interim loans in accordance with KeyCorp credit policy requirements.
Coordinate and complete annual reviews, loan renewals, quarterly portfolio reviews, and asset quality reports timely. Monitor adherence to approved loan requirements, manage past-due items, reminder ticklers, portfolio follow-up, and credit files. Work with Portfolio Services to facilitate annual reviews and property inspections, monitor covenant compliance, and secure the bank’s position to avoid losses.
Participate in community and professional organizations to enhance expertise and visibility.
Perform other duties as assigned; responsibilities may change or new ones may be added at any time with or without notice.
Adhere to all KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in the best interests of Key and its clients.

Education and Experience

Education: Bachelor’s degree in accounting, finance or a related field is preferred, or equivalent experience is required.

Portfolio Manager experience: 1+ years of finance-related experience is preferred. Strong proficiency in MS Office, spreadsheets, Internet applications, and common business software; demonstrated ability to communicate effectively in writing and verbally (preferred).

Senior Portfolio Manager experience: Bachelor’s degree in accounting, finance or a related field or equivalent experience; at least 3+ years of commercial real estate underwriting and/or lending experience. Strong proficiency in MS Office, spreadsheets, Internet applications, and common business software; excellent written and verbal communication skills.

Preferred Qualifications

Master of Business Administration.
Broad knowledge of key product areas such as interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc.
Experience in credit and/or workout teams.
Outstanding credit skills, analytical skills, and financial acumen.
Excellent communication and listening skills. Uses analytical approaches to identify issues, evaluate options, and implement effective solutions that support portfolio goals.
Rapidly absorbs new information and adapts to evolving tools, processes, and business priorities. Uses time effectively and can manage multiple tasks to keep projects moving forward when needed.
Makes timely and informed decisions by balancing data insights, stakeholder input, and business impact.
Prioritizes stakeholder needs and delivers solutions that enhance user experience and business value.
Leverages quantitative analysis and performance metrics to guide strategic portfolio recommendations.

Core Competencies

All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands

General Office environment with prolonged sitting, in-person or phone communications with teammates and clients, frequent use of PC/laptop, and occasional lifting/pushing/pulling of items up to 10 pounds.

Travel

Occasional travel to include overnight stays.

Work Location Category

Hybrid (3+ days in the office).

Compensation and Benefits

This position is eligible to earn a base salary in the range of $80,000.00 to $150,000.00 annually. Placement within the pay range may differ based on skills, experience, and geographic location. Compensation also includes eligibility for incentive compensation which may include production, commission, and discretionary incentives.

Compensation for this role also includes eligibility for benefits the position is entitled to. Key has implemented an approach to employee workspaces prioritizing in-office presence while offering flexible options where the role can be performed effectively in a mobile environment.

Job Posting Expiration Date: 04/15/2026

Equal Opportunity and Accommodations

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

#LI-Hybrid

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Portfolio Manager Sr

City National Bank Los Angeles, CA

1mo ago

$123k - $209k/yr Full time Manager Banking Covenant Compliance

Manager Banking Covenant Compliance

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Job Description

The Portfolio Manager Sr role is part of the credit management team focused on delivering long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area. This position manages a sub-set of existing credits and plays a key role in originating new credits. Location: Los Angeles, CA 90071.

What is the Opportunity

The Portfolio Manager Sr provides comprehensive credit recommendations and presentations to key risk partners regarding prospects and existing clients, including moderate to complex new credit structures, modifications, and extensions. These recommendations are based on a thorough review of the borrower and guarantor financials, which may include current and historical financial statements, tax returns, projections, and cash flow pro formas. The incumbent will present credit recommendations within the bank's risk appetite and framework, adhering to bank policies, processes, and procedures. A strong client-service orientation and credit acumen are expected to respond to credit needs in a timely manner. Ongoing oversight and management of the portfolio is required, including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.

What You'll Do

Teamwork: Mentors junior colleagues and fosters a culture of continuous improvement and professional growth.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and performs underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client; prepares underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Conducts portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments, including developing and presenting individual credit recommendations.
Risk Management: Maintains effective risk management practices, upholding high standards of credit quality and origination in line with the bank's credit risk appetite and regulatory requirements.
Collaboration: Partners with Relationship Managers to successfully manage credit account relationships and works with cross-functional teams to ensure cohesive credit operations aligned with strategic initiatives.
Client Service: Delivers exceptional client service, understanding client needs and providing tailored credit solutions; participates in joint sales pitches with Relationship Managers.

What You Need to Succeed

Required Qualifications

Bachelor's Degree or equivalent in Finance, Business or related field
Minimum 7 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries

Additional Qualifications

Extensive experience in credit management and lending operations, with a strong understanding of risk management principles
Desire to build leadership and coaching skills, with the ability to train and develop talent
Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
Extensive analytical skills, with the ability to interpret complex data and make informed decisions
Industry-specific knowledge and expertise

What’s In It For You

Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks

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Credit Portfolio Manager I - Healthcare Practice Solutions

TD Bank Mount Laurel, NJ

1mo ago

$91k - $146k/yr Full time Manager Banking Commercial Banking

Manager Banking Commercial Banking

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Job Description

Location, Schedule and Compensation

Work Location: Mount Laurel, New Jersey, United States of America. Hours: 40 per week.

Pay Details: $91,000 - $145,600 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Department Overview

The Healthcare Practice Solutions Group is a specialized unit within TD that provides customized financing options to healthcare professionals across six defined NAICS codes, including dentists, veterinarians, physicians, optometrists, psychiatrists, and podiatrists. This role sits on a team of analysts serving the full TD footprint. Underwriters assess credit facilities primarily supported by Healthcare Practice Value and a borrower’s capacity for cash flow generation and global debt repayment. Responsibilities include thorough underwriting of both new and existing client relationships, along with limited portfolio management activities such as monitoring financial covenants and completing annual credit reviews.

Role Summary and Scope

The Credit Portfolio Manager I (CPM) gathers financial and general business information for customer and prospect loan requests. It involves performing financial analyses to inform credit decisions, contributing input to the group loan decision process based on credit risk and other key factors, and supporting the commercial banking team by recommending credit solutions that add value to the customer.

Key responsibilities include managing specific credit activities to ensure underwriting quality and timely execution, potentially overseeing analytical support and workflow for the department, and working on larger, more complex Middle Market deals. The CPM may lead, create, develop, and introduce commercial and credit related initiatives. It serves as a consultant to business lines on credit issues, processes and procedures, and acts as a resource for business lines, collaborating with senior management on various issues, managing expectations and timelines. The role partners with Lending/Credit Officers to address exceptions identified by internal or external auditors or examiners. Periodic customer-site inspections to audit accounts and verify loan terms may be performed. Coordination with Account and Relationship Managers for routine financial analyses and credit investigations is required, and credit decisions are communicated to Relationship Managers and Account Managers. The CPM manages workflow and policy adherence for the department, participates in cost-benefit analyses and implementation, and drives service level standards aligned to business performance. Ensuring timely information flow, process efficiency, and confidentiality of credit and customer data are ongoing responsibilities. The position may involve leadership within a regional or market level team of Credit Analysts.

Education and Experience

Bachelor's degree or equivalent experience
5+ years of related experience
Strong understanding of commercial business development techniques and credit decisions
Demonstrates a track record in business development
Wide network of outside referral sources for new business
Proven credit and financial analysis skills
Refined negotiation abilities
Effective verbal and written communication skills
Proficiency with PC applications

Physical Requirements

Never: 0%
Occasional: 1-33%
Frequent: 34-66%
Continuous: 67-100%
Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Never
Squatting – Occasional
Bending – Occasional
Kneeling – Never
Crawling – Never
Climbing – Never
Reaching overhead – Never
Reaching forward – Occasional
Pushing – Never
Pulling – Never
Twisting – Never
Concentrating for long periods – Continuous
Applying common sense to standardized problems – Continuous
Reading, writing and understanding instructions – Continuous
Arithmetic operations – Continuous

Who We Are

TD stands among the leading global financial institutions and ranks as the fifth largest bank in North America by branches. We aim to make every interaction, product, and experience exceptionally human and straightforward for more than 27 million households and businesses worldwide. With over 95,000 TD colleagues, we focus on building deeper relationships, disciplined execution, and a simpler, faster banking experience. We believe all colleagues are client facing and are committed to leadership in client experience as we reimagine banking for clients, colleagues, and communities.

The Total Rewards Package

TD’s Total Rewards package covers base salary plus variable compensation or incentive awards (eligibility for cash and/or equity incentives typically through participation in an incentive plan) and additional key programs such as health and well-being benefits, savings and retirement plans, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and recognition programs. For more details, learn more about our Total Rewards offering.

Additional Information

We are excited you are considering a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we strive to provide the support you need to thrive both professionally and personally.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as