The Senior Portfolio Manager analyzes daily investment activities (domestic and international) to ensure the success of portfolios. Responsible for managing, evaluating, and monitoring complex or high value investment portfolios in a banking environment. Being a Senior Portfolio Manager may require NASD series 6, 7 and 63 licenses. Requires a bachelor's degree. In addition, Senior Portfolio Manager typically reports to top management. Working as a Senior Portfolio Manager typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is gene ...rally independent and collaborative in nature.More Show Less
Create an Alert for Senior Portfolio Manager Jobs
Create a Job Alert
Get notified when new Senior Portfolio Manager jobs are posted
Overview. Central Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services. all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902. Job Summary. The Senior Portfolio Manager works directly with clients to d...
Senior Portfolio Manager. . Overview. Central Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services. all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902. . Job Summary. The Senior Portfolio Manager wo...
The Senior Lending Portfolio Manager is responsible for proactively monitoring and maintaining the compliance and soundness of the loan portfolio to which they are assigned. In addition to portfolio management, this position is a production support role and includes underwriting new loans and renewals of existing loans in close partnership with the assigned Loan Officer(s). The ideal candidate for this role will have direct experience in commerci...
Location. On site in Birmingham, AL. The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. SUMMARY. The Por...
The Senior Lending Portfolio Manager is responsible for proactively monitoring and maintaining the compliance and soundness of the loan portfolio to which they are assigned. In addition to portfolio management, this position is a production support role and includes underwriting new loans and renewals of existing loans in close partnership with the assigned Loan Officer(s). The ideal candidate for this role will have direct experience in commerci...
We’re hiring a Senior Portfolio Manager. Full Time • Private Wealth Management / Family Office • Salary: $130k–$200k Bonus Potential Ownership. Join a collaborative investment team where you’ll help shape portfolio strategy, manage multi-asset portfolios, and serve on the Investment Committee. This role includes direct client engagement, research, and mentoring junior team members. Ideal Candidate. CFA or CFA Level II candidate. 3–5 years of expe...
First Fiduciary Investment Counsel, Inc. 6100 Oak Tree Boulevard, Suite 185. Cleveland, OH 44131. www.firstfiduciary.com. To apply, please email Varun Tamaskar at varun@firstfiduciary.com. No phone calls, please. . Position: Senior Portfolio Manager. . . About First Fiduciary. . Founded in 1975, First Fiduciary Investment Counsel (FFIC) is a highly successful, independent, equity and fixed income investment advisory firm managing over $550 millio...
We are looking for a detail-oriented and experienced Senior Portfolio Manager to oversee the performance and management of a diverse loan portfolio. This role involves ensuring compliance with legal agreements, analyzing financial data, and conducting property inspections to maintain the health of the portfolio. The ideal candidate will work closely with senior leadership and collaborate with cross-functional teams to achieve organizational goals...
We are looking for a detail-oriented and experienced Senior Portfolio Manager to oversee the performance and management of a diverse loan portfolio. This role involves ensuring compliance with legal agreements, analyzing financial data, and conducting property inspections to maintain the health of the portfolio. The ideal candidate will work closely with senior leadership and collaborate with cross-functional teams to achieve organizational goals...
