Top 17 Portfolio manager Jobs in Annapolis, Md

Portfolio Manager
Burke & Herbert Bank & Trust —Annapolis, MD
- $70,000 - $110,000 a year
- Mid-level
- Office
- Finance
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4d
Portfolio Manager
CFG Bank —Baltimore, MD
- $90,000 - $110,000 a year
- Online Application
- Hybrid work
- Microsoft Excel
- Sales
- Mid-level
- Wellness program
- Disability insurance
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Multi-Asset Portfolio Manager
T. Rowe Price —Baltimore, MD
- $175,000 - $275,000 a year
- Full-time
- Hybrid work
- Office
- Analysis skills
- Bachelor's degree
- Paid time off
- Adoption assistance
Portfolio Support Manager
Fairstead ESC LLC —Baltimore, MD
- $85,000 - $95,000 a year
- Remote
- Mid-level
- High school diploma or GED
- Analysis skills
- Paid holidays
- Disability insurance
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5d
Portfolio Investment Analyst – Equity
T. Rowe Price —Baltimore, MD
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid time off
- Adoption assistance
3d
Senior Portfolio Manager/ Data Scientist (Sr. Portfolio Manager III MSRP)
State of Maryland - Maryland State Retirement and Pension Systems —Baltimore, MD
- $194,400 - $291,600 a year
- Online Application
- Computer Science
- System design
- Office
- Health insurance
- Dental insurance
3d
Multi-Asset Senior Portfolio Investment Analyst – TRPIM
T. Rowe Price —Baltimore, MD
- $95,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid time off
- Adoption assistance
Current and Future Leaders (Portfolio Manager)
Interclypse, Inc. —Annapolis Junction, MD
- Full-time
- Analysis skills
- Bachelor's degree
- Travel
Senior Program Analyst (Portfolio Manager)
Koniag Government Services —Fort Meade, MD
- $140,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Office
- Analysis skills
- Paid holidays
- Health insurance
10d
Senior Portfolio Manager
ANALYGENCE, Inc. —Fort Meade, MD
- Full-time
- Research
- Master's degree
- Bachelor's degree
3d
Lead Analyst, Investment Liaisons
T. Rowe Price —Baltimore, MD
- $110,000 - $236,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 6 years
- SQL
- Paid time off
- Adoption assistance
Analyst, Research and Portfolio Management
USNA Alumni Association & Foundation —Annapolis, MD
- $57,100 - $71,350 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- 403(b) matching
Quick Apply
Portfolio Manager - CMMI
Mitre —Baltimore, MD
- Bachelor of Science
- Office
- Master's degree
Quick Apply
Sr. Portfolio Manager
Birchmere Group —Fort Meade, MD
- Full-time
- Master's degree
- High school diploma or GED
- Bachelor's degree
Quick Apply
Investment Real Estate Underwriting Portfolio Manager 2
F.N.B. Corp. —Baltimore, MD
- $77,818 - $129,688 a year
- Overtime
- Customer service
- Computer literacy
- Bachelor of Science
- Health savings account
- Paid holidays
Portfolio Manager - CCIIO and CMCS
Mitre —Baltimore, MD
- Bachelor of Science
- Master's degree
- Analysis skills
Quick Apply

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portfolio manager jobs near annapolis, md

Portfolio Manager

Burke & Herbert Bank & Trust
Annapolis, MD

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Job Details

$70,000 - $110,000 a year
4 days ago

Qualifications

Underwriting
Managing client accounts
Account management

Full Job Description

JOB DESCRIPTION

Summary/Objective

The Portfolio Manager will support Commercial Banking Executives in the origination of new loans and management of credit portfolio. This role will work closely with the origination team and credit risk management in structuring transactions, reviewing and analyzing financial statements, conducting due diligence, assessing credit risk, preparing deal screen presentations, and monitoring and managing the credit portfolio.

Essential Functions:

Determine borrowing customer’s needs and develop appropriate loan structure in collaboration with Commercial Banking Executives.
Request, Review and Spread company/guarantor financial information.
Complete thorough, accurate, and in-depth analysis of new credit requests in a timely manner.
Maintain good working knowledge of the Bank’s lending policies and procedures and identify exceptions to credit policy.
Recommend appropriate risk ratings in accordance with credit policy guidelines.
Attend meetings and/or conference calls on transactions, lead due diligence discussions and develop deal indicative term sheets and deal screen presentations.
Structure transactions appropriately that meet client’s needs and bank’s requirements.
Perform comprehensive credit analysis (cash flow analysis, trend analysis, sensitivity analysis etc.) for deal screens and assist in presentation to credit committee in support of approval.
Monitor, review and evaluate ongoing compliance with financial covenants and reporting requirements.
Assist with renewals, extensions and annual credit reviews, as needed.
Perform other duties as directed.

Skills/Abilities

Proficiency with financial modeling and excellent financial analysis skills (balance sheets, income statements, cash flow statements, financial ratios, personal financial statements, tax returns etc.)
Thorough knowledge of C&I and CRE lending process, including credit evaluation and underwriting.
Strong verbal, written, interpersonal, and presentation skills.
Proven organizational skills, ability to work independently and be detail oriented and thorough.
Ability to work well on a team and develop collaborative partnerships across the banking platform.
Ability to work on multiple transactions simultaneously and prioritize assignments to meet deadlines.
Proficiency in Microsoft Office; knowledge of banking systems (LoanVantage preferred).

Education and Experience

Bachelor’s degree in business, Accounting, Finance or related field (or additional equivalent related experience)
Three or more years of underwriting and account management experience, preferably within a commercial lending environment.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

For Applicants located in Annapolis, MD: The anticipated salary range for this position is $70,000–$110,000 annually.

The ranges listed above for Maryland represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

Equal Employment Opportunity/M/F/disability/protected veteran status

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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Refine Your Search

portfolio manager jobs in annapolis, md

Portfolio Manager

Portfolio Manager

Multi-Asset Portfolio Manager

Portfolio Support Manager

Portfolio Investment Analyst – Equity

Senior Portfolio Manager/ Data Scientist (Sr. Portfolio Manager III MSRP)

Multi-Asset Senior Portfolio Investment Analyst – TRPIM

Current and Future Leaders (Portfolio Manager)

Senior Program Analyst (Portfolio Manager)

Senior Portfolio Manager

Lead Analyst, Investment Liaisons

Analyst, Research and Portfolio Management

Portfolio Manager - CMMI

Sr. Portfolio Manager

Investment Real Estate Underwriting Portfolio Manager 2

Portfolio Manager - CCIIO and CMCS

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