Top 36 Portfolio Manager I Jobs

Portfolio Manager I - Middle Market, Leveraged & Syndications
City National Bank —Irvine, CA
- $44.28 - $75.42 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Portfolio Manager I - Middle Market, Leveraged & Syndications
City National Bank —La Jolla, CA
- $44.28 - $75.42 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Franchise Finance - Specialty Banking Portfolio Manager I
NBH Bank —Atlanta, GA
- Overtime
- Microsoft Word
- Microsoft Excel
- Writing skills
- Paid time off
Quick Apply
7d
Portfolio Manager - Middle Markets C+I
IDBNY —Aventura, FL
- $110,000 - $145,000 a year
- Hybrid work
- Analysis skills
- Senior level
- Wellness program
- Paid holidays
Quick Apply
Portfolio Manager I
Woodforest National Bank —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee stock ownership plan
Regional Portfolio Manager I
Legacy Partners —Seattle, WA
- $130,000 - $145,000 a year
- Full-time
- Hybrid work
- Pass drug screening
- Business development experience
- Criminal background check
- Paid jury duty
- Health savings account
Credit Portfolio Manager I - C&I & CRE
TD Bank —Forest Hills, NY
- $97,240 - $145,600 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
- Health insurance
- Paid time off
2d
VP, Portfolio Relationship Manager, C & I
Banc of California —Los Angeles, CA
- Microsoft Excel
- Computer literacy
- Writing skills
- Paid parental leave
- Health savings account
Regional Portfolio Manager I
Robert Half —San Ramon, CA
- $71,000 - $105,000 a year
- Email
- Remote
- Background check
- Microsoft Outlook
- 5 years
- Paid parental leave
- Health savings account
Portfolio Manager - Senior I
BANK OF MARIN —Oakland, CA
- $128,976 - $180,562 a year
- Full-time
- 7 years
- Customer service
- Office
- Health insurance
- Tuition reimbursement
Middle Market Portfolio Manager I
South State Bank —Atlanta, GA
- Full-time
- Microsoft Word
- Customer service
- Mid-level
- On-the-job training
AVP, Portfolio Relationship Manager, C & I
Banc of California —Santa Ana, CA
- $75,000 - $112,500 a year
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid parental leave
- Health savings account
Commercial Portfolio Manager I
Park National Bank —Asheville, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
8d
Commercial Loan Portfolio Manager - I
First Command Financial Services, Inc. —Fort Worth, TX
- Hybrid work
- Data analysis skills
- Finance
- Analysis skills
Portfolio Manager I - Private Banking Commercial Real Estate
City National Bank —Irvine, CA
- $41.83 - $66.81 an hour
- Full-time
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Corporate Banking Portfolio Manager I
First Commonwealth Bank —Pittsburgh, PA
- 7 years
- Office
- Finance
Quick Apply
Portfolio Manager I
Jacksonville Housing Authority —Jacksonville, FL
- $55,000 - $65,000 a year
- Background check
- 5 years
- Computer literacy
Quick Apply
6d
Portfolio Risk Manager I
Truckstop —Boise, ID
- $55,000 - $60,000 a year
- Writing skills
- Mid-level
- Analysis skills
Quick Apply
Equipment Finance Portfolio Manager I
First Horizon Bank —Birmingham, AL
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Health savings account
VP Commercial Lending Portfolio Manager I
Union Savings Bank - CT —Danbury, CT
- Hybrid work
- Office
- Business development experience
- Bachelor's degree

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Portfolio Manager I - Middle Market, Leveraged & Syndications

City National Bank -
Irvine, CA

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Job Details

$44.28 - $75.42 an hour

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Underwriting
Managing banking or lending client portfolios
Portfolio management in underwriting

Full Job Description

PORTFOLIO MANAGER I - Middle Market, Leveraged & Syndications

WHAT IS THE OPPORTUNITY?

The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.

Primary responsibilities include:

Underwrite cash flow-based financing for public and private middle market companies across a variety of industries
Transaction types include syndicated loans and line of credit, trade finance, foreign exchange, acquisitions, recapitalizations, growth capital, etc.
Underwrite leveraged lending profiles and cash flow structures through projection modeling and enterprise value analysis.
Prepare quarterly and annual reviews, review covenant compliance and evaluate borrower amendment requests
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)

WHAT WILL YOU DO?

Teamwork: Mentors junior colleagues, 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 perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs 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: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank’s credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank’s strategic initiatives. Participate in ad-hoc projects to support the organization’s priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Bachelor's Degree or equivalent in Finance, Business, or related field
Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries

Additional Qualifications

Basic 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
Basic analytical skills, with the ability to interpret complex data and make informed decisions
Industry-specific knowledge and expertise

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $44.28 - $75.42 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

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.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Apply Now

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Portfolio Manager I jobs

Portfolio Manager I - Middle Market, Leveraged & Syndications

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