Top 41 Portfolio manager Jobs in Miami Fl

Portfolio Manager - Commercial Banking (Middle Market)
CIBC —Miami, FL
- $150,000 - $170,000 a year
- Full-time
- 5 years
- Microsoft Office
- Finance
- Health savings account
- Health insurance
Senior Portfolio Manager - Mako Knee (Hybrid)
Stryker —Fort Lauderdale, FL
- $102,600 - $171,000 a year
- Full-time
- Microsoft Excel
- 6 years
- Analysis skills
- Health savings account
- AD&D insurance
Regional Portfolio Manager
Seacoast Bank —Fort Lauderdale, FL
- 5 years
- Research
- Office
Quick Apply
Community Association Manager, Portfolio
Florida Property Management Strategies LLC —Miami, FL
- $65,000 - $72,000 a year
- Weekends as needed
- Ability to walk for extended periods
- Mid-level
- Driver's License
Quick Apply
3d
Portfolio Management - Valuations & Analytics, AVP
Blackstone Group —Miami, FL
- $135,000 - $200,000 a year
- Full-time
- 6 years
- CPA
- Office
- Health insurance
- Dental insurance
Portfolio Manager
International Finance Bank —Miami, FL
- Full-time
- Background check
- Spanish
- Pass drug screening
Quick Apply
Director, Strategic Joint Ventures & Partnerships
Royal Caribbean Group —Miami, FL
- Full-time
- Office
- Bachelor's degree
- Mentoring
Portfolio Maintenance Manager
Equity Residential —Miramar, FL
- $78,000 - $130,000 a year
- Full-time
- 5 years
- Residential
- Driver's License
- Paid holidays
- Health insurance
Portfolio Manager III
Bank of America —Miami, FL
- Full-time
- CPA
- Customer service
- Writing skills
Brand Portfolio Manager – South America
Sazerac Company —Miami, FL
- $72,000 - $108,000 a year
- Hybrid work
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
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 Maintenance Manager
AvalonBay Communities —Miramar, FL
- $78,000 - $130,000 a year
- Full-time
- OSHA
- 5 years
- Residential
- Paid holidays
- Health insurance
Credit Products Commercial Portfolio Manager
Regions —Miami, FL
- $113,686.65 - $136,216.50 a year
- Full-time
- 5 years
- Office
- Finance
- Health savings account
- Health insurance
11d
PORTFOLIO MANAGEMENT OFFICER - FLORIDA
FirstBank Florida —Miami, FL
- Customer service
- Office
- Finance
Commercial Portfolio Manager I
South State Bank —Fort Lauderdale, FL
- Full-time
- Microsoft Word
- Customer service
- Computer literacy
- On-the-job training
Sr. Manager, Destination Development
Royal Caribbean Group —Miami, FL
- Writing skills
- Office
- Master's degree
11d
Portfolio Manager, NextGear Capital (Fort Lauderdale, Fla Territory)
Cox Automotive —Davie, FL
- $89,400 - $134,000 a year
- Full-time
- Spanish
- Microsoft Outlook
- Mid-level
- Paid jury duty
- Paid holidays
8d
IT Portfolio Manager, Security
University of Miami —Miami, FL
- Full-time
- Hybrid work
- 7 years
- Analysis skills
- University
- Health insurance
- Dental insurance
Sr. Analyst, Portfolio & Asset Management
Vacatia —Fort Lauderdale, FL
- Full-time
- Mid-level
- Analysis skills
- Travel
Quick Apply
Portfolio Manager- Commercial
YMP Real Estate Management LLC —Miramar, FL
- Office
- Bachelor's degree
- Continuous improvement
Quick Apply
16h

I want to receive the latest job alert for portfolio manager in miami fl

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 miami fl

Portfolio Manager jobs in Miami, FL

Director Of Partnerships jobs in Miami, FL

Senior Portfolio Analyst jobs in Fort Lauderdale, FL

Senior Portfolio Manager jobs in Fort Lauderdale, FL

Portfolio Manager jobs in Miramar, FL

Assistant Vice President jobs in Miami, FL

Community Associate jobs in Miami, FL

Portfolio Manager jobs in Fort Lauderdale, FL

Plant Manager jobs in Georgia

Portfolio Manager jobs in Arlington, TX

Portfolio Manager jobs in Phoenix, AZ

Portfolio Manager jobs in Woodland Hills, CA

Athletics Equipment Manager jobs in New York State

Portfolio Manager jobs in Ohio

Project Manager jobs in Philadelphia, PA

Infrastructure Manager jobs in Minnesota

Manager jobs in Louisville, KY

Automotive Sales Manager jobs in Los Angeles, CA

Infrastructure Manager jobs in Burleson, TX

Infrastructure Manager jobs in Des Moines, IA

Portfolio Manager - Commercial Banking (Middle Market)

CIBC -
Miami, FL

Apply Now

Job Details

Full-time
$150,000 - $170,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Closing coordination
Opening bank accounts
Debt covenant compliance
Business development management
Credit risk report
Financial sales
Sales proposal development
Internal controls
Wire transfer payment processing
Cash flow analysis
Valuation analysis
Customer relationship building
Data analysis reporting
Referral-based lead generation
Underwriting
Commercial loans
5 years
Promoting bank products
Account development
SOX
Microsoft Office
Financial performance report preparation
Trend analysis
Finance
Cross-selling
Salesforce Cloud
Business development
Analysis skills
Managing clients in a finance role
Team management

Full Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

The Portfolio Manager primary purpose is to ensure objectives related to credit underwriting and internal portfolio management are met, in addition to supporting the workflow of the Commercial Team of RMs and commercial lending associates. This position will provide approval within established guidelines for daily credit/portfolio administrative activity. The Portfolio Manager will be responsible for but not limited to the following activities. Primary responsibilities for this position will be that of Underwriting and Portfolio Management and execution of 1A risk management activities in a manner consistent with CIBC’s risk culture.

Client Sales

Serve as the client’s primary contact/resource/advocate at the Bank for portfolio related issues/reporting/maintenance or new requests on existing credit

Renewal activities with existing clients – PM leading associated activities with RM input

Remain active and engaged in periodic client calls and visits for assigned portfolio

Maintain Salesforce pipeline on existing clients (draws, increases, paydowns, payoffs)

Client Onboarding/Closing

Loan closing process – responsible for driving the closing process with internal closing team and Portfolio Coordinator

Engage RM as needed; primarily with respect to material changes to negotiated business terms with the client

Client Portfolio Maintenance

Work with CIS Relationship Support to update / correct identified data issues

Address upcoming maturities and annual reviews on time; help remediate payment past dues

Ensure all customer financial reporting / covenants are collected on time

Support closing team to ensure collection of outstanding loan document exceptions

Follow up on past due real estate taxes / insurance certificates to clear exceptions

Prepare CAMP reports and quarterly trend cards / reviews

Prepare FAS 114 memo / analysis

Complete quarterly SOX controls and ensure accurate risk ratings at all times for covered portfolio

Respond to approval requests for overdrafts, manual wires, NSF wires, ACH suspensions, etc.

Review borrowing base availability and approve loan advances

Coordinate onboarding, deposit account opening and TM setup activities

Respond to approval requests for overdrafts, manual wires, NSF wires, ACH suspensions, etc.

Review borrowing base availability and approve loan advances

Review pricing grid / tickler reports to ensure pricing and fees have been applied / adjusted correctly

Remain active and engaged in periodic client calls and visits for assigned portfolio

Renewal activities with existing clients – PM leading associated activities with RM input

Has direct client contact in performing responsibilities as needed

Client Penetration/Cross Sell

Consults with the RM on cross-sell opportunities

Management Responsibilities and Team Training

Mentor and provide situational training support to Associates and Sr. Associates

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.

How You'll Succeed

Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients and centers of influence. Actively monitor and manage these relationships by fully understanding our clients’ goals, purpose and the status of our clients’ business.
Teamwork - Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community in order to leverage that profile into effective working relationships with new and existing clients and internal partners.
Client experience - Proactively assess your clients’ needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries or issues in order to provide “best in class” service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You demonstrate experience in Commercial Middle Market and/or Mid-corporate Banking, demonstrated business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You have a degree/diploma in Business, Finance, Accounting, or a related field.
Values matter to you. You bring your real self to work, and you live our values – trust, teamwork and accountability.
You have demonstrated a minimum of 5 years of experience in Commercial Banking including experience in client relationship management and formal credit training.
You have demonstrated experience in loan structuring and business development.
Maintain active in industry events to maintain current market knowledge and client relationships.
Completion of Commercial Banking Training Program or equivalent is desirable.

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $150,000 - $170,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Apply Now

Refine Your Search

portfolio manager jobs in miami fl

Portfolio Manager - Commercial Banking (Middle Market)

Senior Portfolio Manager - Mako Knee (Hybrid)

Regional Portfolio Manager

Community Association Manager, Portfolio

Portfolio Management - Valuations & Analytics, AVP

Portfolio Manager

Director, Strategic Joint Ventures & Partnerships

Portfolio Maintenance Manager

Portfolio Manager III

Brand Portfolio Manager – South America

Portfolio Manager - Middle Markets C+I

Portfolio Maintenance Manager

Credit Products Commercial Portfolio Manager

PORTFOLIO MANAGEMENT OFFICER - FLORIDA

Commercial Portfolio Manager I

Sr. Manager, Destination Development

Portfolio Manager, NextGear Capital (Fort Lauderdale, Fla Territory)

IT Portfolio Manager, Security

Sr. Analyst, Portfolio & Asset Management

Portfolio Manager- Commercial

I want to receive the latest job alert for portfolio manager in miami fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected