Top 96 Portfolio manager Jobs in Dorchester, Ma

Corporate Banking Portfolio Manager
Cambridge Savings Bank —Waltham, MA
- $110,000 - $132,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
- 401(k) matching
Quick Apply
13d
Portfolio Manager - Public Markets
FM —Boston, MA
- Full-time
- Bachelor of Science
- 11+ years
- Finance
- Disability insurance
- Health insurance
Commercial Portfolio Manager II (CRE)
North Easton Savings Bank —South Easton, MA
- $83,534.28 - $112,771.28 a year
- Full-time
- Customer service
- Writing skills
- Data analysis skills
14d
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
23h
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
Portfolio Manager
The Schochet Companies —Braintree, MA
- $150,000 - $170,000 a year
- Background check
- 7 years
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
Associate Portfolio Manager
Brown Advisory —Boston, MA
- $115,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid parental leave
Portfolio Manager
MassMutual —Boston, MA
- $148,300 - $194,600 a year
- Full-time
- Office
- 3 years
- Finance
- Commuter assistance
- Paid holidays
2d
Sr. Product Portfolio Marketing Manager
Omnicell —Boston, MA
- $110,390 - $185,000 a year
- Remote
- Marketing
- Writing skills
- Bachelor's degree
- Health insurance
- Dental insurance
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
Client Success Relationship Manager - Investment Management Portfolio
SS&C Technologies —Boston, MA
- $160,000 - $180,000 a year
- Online Application
- Hybrid work
- Bachelor of Science
- Bachelor's degree
- Product management
- Paid holidays
- Health insurance
VP, Asset Management and Portfolio Operations
Fidelity Investments —Boston, MA
- $185,000 - $265,000 a year
- Full-time
- 7 years
- Office
- Analysis skills
- Loan repayment program
- Health insurance
HOA Portfolio Property Manager
CHARLESGATE —Boston, MA
- $70,000 - $90,000 a year
- Full-time
- Office
- Senior level
- Health insurance
- 401(k)
C&IS Portfolio and Program Manager
Point32Health —Canton, MA
- $155,125.60 - $232,688.40 a year
- Full-time
- Computer science
- Computer Science
- Office
- Disability insurance
- Health insurance
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
- Health insurance
Project Manager, Salesforce Portfolio
Athenahealth —Boston, MA
- $105,000 - $179,000 a year
- Full-time
- Analysis skills
- Continuous improvement
- Senior level
- Commuter assistance
- Tuition reimbursement
6d
Insurance Portfolio Manager
Mercer —Boston, MA
- $155,000 - $309,500 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- GAAP
- Health insurance
- 401(k)
15h
Client Portfolio Manager (Controller)
Supporting Strategies —Boston, MA
- $120,000 a year
- Management
- Mentoring
- Senior level
HR Portfolio Manager
The MITRE Corporation —Bedford, MA
- Full-time
- Oracle
- 5 years
- Bachelor's degree
14d
Portfolio Manager
Ballentine Partners, LLC —Boston, MA
- $115,000 - $160,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Research
- Paid parental leave
- Disability insurance
Quick Apply
14d

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portfolio manager jobs near dorchester, ma

Corporate Banking Portfolio Manager

Cambridge Savings Bank -
Waltham, MA

Quick Apply

Job Details

Full-time
$110,000 - $132,000 a year
13 days ago

Benefits

Health insurance
401(k) matching

Qualifications

Employee relationship building
Research
Bachelor's degree
Corporate finance analysis experience in risk and credit
Computer skills

Full Job Description

POSITION: Corporate Banking Portfolio Manager

Position Summary:

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity. The Corporate Banking Portfolio Manager, under the supervision of the SVP Head of Commercial Portfolio Strategy & Analytics, will assist with managing the credit risk and loan quality of the C&I loan portfolio, through the preparation of credit analyses for loans being proposed, renewed, or reviewed. In addition, the Corporate Banking Portfolio Manager is tasked with developing background information, spreading of financial statements in Sageworks, analyzing financial and other information, and preparing loan packages for use in the commercial loan approval and review process.

Key Result Areas:

Support and assist C&I loan officers as needed:

Provide support as needed to loan officers with preliminary underwriting review of new prospective loans, research industries, collect market, business and financial information, and spreading financials.

Work with loan officers on existing loan modifications/extensions, information gathering, assist in preparation of the LOS and other portfolio customer related issues.

Assist in managing the credit approval process for the completed new loan and existing loan renewal process from origination to closing and post-closing monitoring.

Assist loan officers in preparing and updating credit file rating summaries and portfolio reviews.

Assist loan officers in the ordering and review of third-party reports.

Review all legal documents with account officer to ensure compliance with the loan approval prior to closing and be a secondary contact to the Bank’s attorneys.

Collection and Monitoring of C&I Borrower financial information as required by loan approvals. Responsibilities include:

Work with C&I customers for the timely collection of contractually required corporate financial statements, interim financials, A/R aging reports, guarantor financial statements, and tax returns via scheduled communications including letters, emails and follow-up phone calls.

Monitor credit quality through the review of financial reporting information and covenant compliance calculations to provide early warning of possible deterioration and maintenance of appropriate risk ratings.

Perform credit investigations on borrowers when required by contacting suppliers and customers, obtaining bank references, and reviewing personal and business credit reports.

Management Reports:

Responsible for collecting information and completion of regularly scheduled C&I management reports.

Oversee the tracking of individual financial exceptions, including financials, annual reviews, covenant compliance calculations, etc. and work with the Loan Officers to clear them.

Customer Contact:

Provide day-to-day point of contact for customer service issues that arise within the client base and promote superior customer service.

Attend joint client calls with lending officers, when appropriate; to better understand aspects of credits being analyzed and become the secondary contact for requests.

Additional Responsibilities:

Ensure that the Bank's guidelines, loan policies, and procedures are adhered to in approval of new and existing loans.

Establish and maintain effective working relationships with other departments in the Bank.

Design and development of various loan concentration and property sensitivity analysis reports in cooperation with Risk Management and Credit Department on an as needed basis.

Cross-departmental collaboration and assistance with the CRE Portfolio Management department on an as needed basis.

Perform additional duties as required.

Qualifications:

Four-year college degree, preferably in business, finance, economics or accounting

4+ years credit analysis experience, to include C&I experience

Completion of a formal credit training program

Solid understanding of financial accounting, along with strong analytical and computer skills

Knowledge of commercial lending operations and regulations preferred

Strong communication, customer service and interpersonal skills

Ability to work independently and meet deadlines

Location: Hybrid/Waltham, MA
Salary Range: $110,000 - $132,000

The reasonably estimated salary for this role at Cambridge Savings Bank ranges from $110,000 - $132,000. Cambridge Saving Bank will determine actual compensation for the role based on factors including, but not limited to, the successful candidate’s skills, qualifications, and experience. In addition, Cambridge Savings Bank offers a wide range of comprehensive and inclusive employee benefits for full-time roles including healthcare, parental planning, mental health benefits, performance bonus opportunities, a 401(k) plan and match, flexible time off, and others.

About Cambridge Savings Bank:

Cambridge Savings Bank is a full-service banking institution with over $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. In March 2026, Kroll Bond Rating Agency affirmed CSB’s investment-grade rating, reinforcing the bank’s position as a reliable business leader. To learn more about how we can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS # 543370.

Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.

Quick Apply

Refine Your Search

portfolio manager jobs in dorchester, ma

Corporate Banking Portfolio Manager

Portfolio Manager - Public Markets

Commercial Portfolio Manager II (CRE)

Commercial Portfolio Manager II (C&I)

Alternatives Client Portfolio Manager

Portfolio Manager

Associate Portfolio Manager

Portfolio Manager

Sr. Product Portfolio Marketing Manager

SMID Portfolio Manager & Research Analyst

Client Success Relationship Manager - Investment Management Portfolio

VP, Asset Management and Portfolio Operations

HOA Portfolio Property Manager

C&IS Portfolio and Program Manager

Senior Investment Manager, Separately Managed Accounts

Project Manager, Salesforce Portfolio

Insurance Portfolio Manager

Client Portfolio Manager (Controller)

HR Portfolio Manager

Portfolio Manager

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