Top 79 Portfolio manager Jobs in Boston Ma

Commercial Portfolio Manager II (C&I)
North Easton Savings Bank —South Easton, MA
- $83,534.28 - $112,771.28 a year
- Full-time
- Customer service
- Writing skills
- Data analysis skills
5d
Portfolio Manager
Winncoe Capital —Boston, MA
- $80,004.48 - $96,349.48 a year
- Full-time
- Research
- Math
- Computer skills
Quick Apply
11d
Portfolio Manager
Beacon Bank —Boston, MA
- $55,588 - $102,474 a year
- Mid-level
- Office
- Bachelor's degree
SMID Portfolio Manager & Research Analyst
Trillium Asset Management —Boston, MA
- $200,000 - $250,000 a year
- Full-time
- 11+ years
- Office
- Mentoring
- Profit sharing
- Disability insurance
2d
Manager, Portfolio Analytics
Geode Capital Management —Boston, MA
- $145,000 - $165,000 a year
- Hybrid work
- Azure
- Office
- SQL
- Profit sharing
- Commuter assistance
Quick Apply
Associate, Real Estate Portfolio Management
Bain Capital —Boston, MA
- $125,000 - $150,000 a year
- Full-time
- 11+ years
- Mid-level
- Office
Commercial Portfolio Manager
Eastern Bank —Boston, MA
- $96,802 - $159,032 a year
- Full-time
- Customer service
- 5 years
- Research
- Disability insurance
- Health insurance
Quick Apply
7d
Alternatives Client Portfolio Manager
CIBC —Boston, MA
- $200,000 - $230,000 a year
- Full-time
- Up to 50% travel
- Finance
- Business development
- Health savings account
- Health insurance
Senior Portfolio Growth Manager, Auto and Manufacturing, AWS Worldwide Startups
Amazon Web Services, Inc. —Boston, MA
- $147,900 - $220,200 a year
- Full-time
- Computer Science
- 5 years
- Military
- AD&D insurance
- Health insurance
Senior Portfolio Growth Manager, HCLS, AWS Worldwide Startups
Amazon Web Services, Inc. —Boston, MA
- $147,900 - $220,200 a year
- Full-time
- Computer Science
- 5 years
- Military
- AD&D insurance
- Health insurance
Client Portfolio Manager (Controller)
Supporting Strategies —Boston, MA
- $120,000 a year
- Management
- Mentoring
- Senior level
4d
Aesthetic Business Manager, Portfolio- Southern MA/Cape Cod, MA
Galderma —Boston, MA
- Full-time
- Mid-level
- Office
- Bachelor's degree
HOA Portfolio Property Manager
CHARLESGATE —Boston, MA
- $70,000 - $90,000 a year
- Full-time
- Office
- Senior level
- Health insurance
- 401(k)
Product Portfolio Manager I
Parker Hannifin Corporation —Woburn, MA
- $120,500 - $210,950 a year
- Full-time
- Sales
- Marketing
- Writing skills
- Paid parental leave
- Paid holidays
3d
Portfolio Manager
Vestmark, Inc. —Wakefield, MA
- $140,000 - $160,000 a year
- Remote
- 5 years
- Analysis skills
- Bachelor's degree
Quick Apply
Senior Investment Manager, Separately Managed Accounts
Fidelity Investments —Boston, MA
- $150,000 - $250,000 a year
- Full-time
- CPA
- 5 years
- Writing skills
- Loan repayment program
- Tuition reimbursement
4d
Fixed Income Portfolio Analyst, Securitized Team
Wellington Management —Boston, MA
- Email
- Mid-level
- Office
- Master's degree
- Commuter assistance
- Health savings account
CRE Portfolio Manager Team Lead - REIT's
Citizens Financial Group —Boston, MA
- $225,000 - $250,000 a year
- Overtime
- Background check
- Office
- Continuous improvement
- Health insurance
- Dental insurance
Commercial Portfolio Manager (C&I)
Rockland Trust —Burlington, MA
- Hybrid work
- Office
- Finance
- Analysis skills
- Wellness program
- Health insurance
5d
Content Portfolio Manager, NEJM Group
Massachusetts Medical Society —Boston, MA
- From $100,000 a year
- Bachelor's degree
- Military encouraged
- Senior level
- Paid holidays
- Health insurance
Quick Apply

I want to receive the latest job alert for portfolio manager in boston ma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

portfolio manager jobs near boston ma

Commercial Portfolio Manager II (C&I)

North Easton Savings Bank -
South Easton, MA

Apply Now

Job Details

Full-time
$83,534.28 - $112,771.28 a year
5 days ago

Qualifications

Debt covenant compliance
Customer communication
Credit risk report
Economics
Customer relationship building
Loan compliance checks
Financing agreements
Underwriting
Customer service
Bachelor's degree in finance
Writing skills
Regulatory compliance
Financial statement analysis
Cash flow monitoring
Data analysis skills
Financial report writing
Bachelor's degree in economics
Mid-level
Client relationship development
Portfolio performance measurement
Managing clients in a lending role
Bachelor's degree in business administration
Finance
Analysis skills
Bachelor's degree
Financial report interpretation
Customer engagement
Customer relationship management
Managing banking or lending client portfolios
Corporate finance analysis experience in risk and credit

Full Job Description

Description:

Position Summary

The Commercial Portfolio Manager II is responsible for the independent management and administration of assigned C&I commercial relationships. This role partners closely with Commercial Relationship Managers and Credit Administration to support portfolio quality, identify emerging risks and deliver responsive service to borrowers.

The Commercial Portfolio Manager II performs independent credit analysis, manages routine and moderately complex portfolio relationships, and serves as a primary portfolio contact for assigned borrowers. This role specializes in commercial and industrial (C&I) lending relationships, partnering with Commercial Relationship Managers to analyze business operations, cash flow, working capital needs and borrowing structures that support operating companies across a variety of industries.

Essential Job Responsibilities

The essential functions include, but are not limited to:

Independently manages assigned portfolio relationships and ongoing servicing requirements.
Monitors portfolio performance, covenant compliance, financial reporting requirements, and credit quality.
Evaluates emerging risks and recommends risk rating changes and corrective actions when appropriate.
Ensures portfolio compliance with Bank policies, procedures, and regulatory requirements.
Performs independent financial statement analysis, cash flow analysis, global cash flow analysis, working capital analysis and credit risk assessment.
Evaluates business operating performance, liquidity, leverage, and repayment capacity to identify emerging credit risks.
Assists in structuring and underwriting commercial and industrial lending facilities, including lines of credit, equipment financing, owner-occupied commercial real estate, and other commercial loan products.
Prepares annual reviews, renewals, modifications, and credit approval packages for assigned relationships.
Assists in structuring credit facilities and developing recommendations for routine and moderately complex transactions.
Develops industry, borrower, and business-specific risk assessments to support credit decisions.
Serves as the primary portfolio contact for assigned borrowers regarding financial reporting, covenant compliance, renewals, and servicing matters.
Participates in customer meetings and site visits and supports relationship development efforts.
Coordinates with Commercial Relationship Managers to identify opportunities to strengthen customer relationships.
Assists in evaluating and underwriting new commercial and industrial credit opportunities.
Prepares term sheets, commitment letters, and supporting documentation for new and existing relationships.
Supports portfolio growth initiatives through proactive borrower engagement and relationship support.
Provides guidance and support to less experienced Portfolio Managers and analysts.
Demonstrates increasing expertise in commercial credit, portfolio management, and relationship management practices.

Knowledge, Skill & Abilities

Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or related field preferred.
Minimum three (3) to six (6) years of commercial banking, credit analysis, portfolio management, or related experience.
Strong knowledge of commercial credit underwriting, financial statement analysis, cash flow analysis, working capital analysis, and loan documentation.
Knowledge of commercial and industrial lending structures, revolving lines of credit, borrowing base concepts, and business operating cycles preferred.
Ability to independently evaluate borrower performance and credit risk.
Strong written and verbal communication skills.
Strong relationship management and customer service skills.
Ability to manage multiple priorities with limited supervision.

Preferred Experience

Experience supporting commercial and industrial loan portfolios in a community or regional banking environment.
Experience analyzing operating companies across a variety of industries.

Physical Demands

This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one’s workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds.

Note

The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay Range Disclosure

The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change.

This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.

North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace.

Requirements:

Compensation details: 83534.28-112771.28 Yearly Salary

PI133323e4bcc6-25404-41120512

Apply Now

Refine Your Search

portfolio manager jobs in boston ma

Commercial Portfolio Manager II (C&I)

Portfolio Manager

Portfolio Manager

SMID Portfolio Manager & Research Analyst

Manager, Portfolio Analytics

Associate, Real Estate Portfolio Management

Commercial Portfolio Manager

Alternatives Client Portfolio Manager

Senior Portfolio Growth Manager, Auto and Manufacturing, AWS Worldwide Startups

Senior Portfolio Growth Manager, HCLS, AWS Worldwide Startups

Client Portfolio Manager (Controller)

Aesthetic Business Manager, Portfolio- Southern MA/Cape Cod, MA

HOA Portfolio Property Manager

Product Portfolio Manager I

Portfolio Manager

Senior Investment Manager, Separately Managed Accounts

Fixed Income Portfolio Analyst, Securitized Team

CRE Portfolio Manager Team Lead - REIT's

Commercial Portfolio Manager (C&I)

Content Portfolio Manager, NEJM Group

I want to receive the latest job alert for portfolio manager in boston ma

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected