Responsible for managing, evaluating, and monitoring investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. Requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. Occasionally directed in several aspects of the work. Gaining ... exposure to some of the complex tasks within the job function. Typically requires 2 -4 years of related experience.More Show Less
Create an Alert for Portfolio Manager I Jobs
Create a Job Alert
Get notified when new Portfolio Manager I jobs are posted
Description. What The Role Is. The Portfolio Manager has a primary responsibility to underwrite, structure, document and monitor an assigned portfolio of commercial loans, under the supervision of the Commercial Loan Division Manager and in partnership with credit, appraisal and loan operations department, credit administration and lending administration. They also act as an extension of the relationship team and shares the responsibility for dev...
Description. What The Role Is. The Portfolio Manager has a primary responsibility to underwrite, structure, document and monitor an assigned portfolio of commercial loans, under the supervision of the Commercial Loan Division Manager and in partnership with credit, appraisal and loan operations department, credit administration and lending administration. They also act as an extension of the relationship team and shares the responsibility for dev...
Position Summary. Responsible for helping to manage the Commercial & SBA loan portfolio as assigned to the department. The employee will perform loan reviews on the existing portfolio to reaffirm risk ratings, and upgrade/downgrade when applicable, and ensure borrowers are in compliance with covenants. In addition, the employee will be required to occasionally contact borrowers, conduct site visits and customer meetings, and work with the credit ...
