Top 68 Portfolio manager Jobs in Wakefield, Ma

Senior Commercial Real Estate Portfolio Mgr
Cambridge Savings Bank —Waltham, MA
- $127,000 - $151,000 a year
- Full-time
- Hybrid work
- Research
- 3 years
- Finance
- Health insurance
- 401(k) matching
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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
6d
Portfolio Manager
Vestmark, Inc. —Wakefield, MA
- $140,000 - $160,000 a year
- Remote
- 5 years
- Analysis skills
- Bachelor's degree
Quick Apply
Portfolio Manager
Beacon Bank —Boston, MA
- $55,588 - $102,474 a year
- Mid-level
- Office
- Bachelor's degree
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
Portfolio Manager
Winncoe Capital —Boston, MA
- $80,004.48 - $96,349.48 a year
- Full-time
- Research
- Math
- Computer skills
Quick Apply
14d
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 – Public Fixed Income (Emerging Markets Debt)
Barings —Boston, MA
- Full-time
- Microsoft Excel
- Office
- 3 years
- Health savings account
- Paid holidays
2d
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
7d
Client Portfolio Manager (Controller)
Supporting Strategies —Boston, MA
- $120,000 a year
- Management
- Mentoring
- Senior level
8d
HOA Portfolio Property Manager
CHARLESGATE —Boston, MA
- $70,000 - $90,000 a year
- Full-time
- Office
- Senior level
- Health insurance
- 401(k)
Portfolio Support Manager
Peabody Properties, Inc. —Salem, MA
- $77,000 - $87,000 a year
- Mid-level
- Mentoring
- Leadership
- Paid training
- Paid holidays
Quick Apply
Portfolio Manager, Government Partnerships (DARPA & ARPA-H)
Lila Sciences —Cambridge, MA
- $168,000 - $272,000 a year
- Doctor of Philosophy
- Travel
- Senior level
Quick Apply
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
Associate, Real Estate Portfolio Management
Bain Capital —Boston, MA
- $125,000 - $150,000 a year
- Full-time
- 11+ years
- Mid-level
- Office
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
Portfolio Manager
Bank of New England —Salem, NH
- $85,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
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
10d
Commercial Portfolio Manager (C&I)
Rockland Trust —Burlington, MA
- Hybrid work
- Office
- Finance
- Analysis skills
- Wellness program
- Health insurance
9d
Infrastructure & Operation Portfolio Manager
Teradyne —North Reading, MA
- $132,000 - $211,300 a year
- 7 years
- Azure
- Microsoft Office
- Paid holidays
- Disability insurance

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portfolio manager jobs near wakefield, ma

Senior Commercial Real Estate Portfolio Mgr

Cambridge Savings Bank -
Waltham, MA

Quick Apply

Job Details

Full-time
$127,000 - $151,000 a year

Benefits

Health insurance
401(k) matching

Qualifications

Banking analysis in risk and credit
Employee relationship building
Research
Financial accounting
Computer skills
Real estate analysis experience in risk and credit

Full Job Description

POSITION: SENIOR COMMERCIAL REAL ESTATE 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 Senior Commercial Real Estate (CRE) Portfolio Manager, under the supervision of the CRE Portfolio Management Team Leader and assigned Loan Officers, assists with managing the credit risk and loan quality of the CRE loan portfolio by supporting and assisting CRE loan officers with preliminary review and underwriting of new prospective loan opportunities and existing portfolio administration issues including regular customer contact. In addition, they’re responsible for managing the collection of and monitoring of exceptions and related reporting of CRE customer financial information, as well as the management and preparation of a variety of monthly and quarterly portfolio management information reports as directed by supervisors; the position will be assigned responsibility for some smaller and low activity CRE loan accounts.

Key Result Areas:

Support and assist CRE loan officers as needed: Provide support as needed to loan officers with preliminary underwriting review of new prospective loans, research tenants, collect market, business and financial information. 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 team. Assist lenders in the management of the complete 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 (appraisal, environmental, building condition). Perform site inspections when needed.

Collection of CRE Division borrower and property specific financial information as required by loan approvals. Responsibilities include: Working with CRE customers for the timely collection of contractually required corporate financial statements, rent rolls, property operating statements, guarantor financial statements, tax returns via scheduled communications including letters, emails and follow-up phone calls. Manage the exception reporting process by keeping the assigned loan officers regularly informed via automated reporting systems. Monitor credit quality through the review of financial reporting information to provide early warning of possible deterioration. Coordinate the secure delivery of collected customer financial information to all participant banks. Interface when needed with Credit Administration in support of CRE portfolio audits by outside vendors and regulators.

Management reports: Responsible for collecting information and completion of regularly scheduled CRE management reports (Construction and Stabilization Risk Tracking Report). On an as needed basis assist in the coordination, design and development of various loan concentration and property sensitivity analysis reports in cooperation with Risk Management and Credit Department.

Customer Contact: Provide day-to-day point of contact for customer service issues that arise within the client base and promote good customer service. Cross-sell other bank services and products.

Additional Responsibilities: Coordinate activities and interaction with lending personnel and Credit Administration Division. Contribute to the effective team management of all CRE customer problems, issues and opportunities. Establish and maintain effective working relationships with other departments in the Bank. Perform additional duties as required.

Perform additional duties as required.

Qualifications:

College degree, preferably in business, finance, or accounting

3 to 5 years of Commercial Credit experience, with a focus on Commercial Real Estate lending

Solid understanding of financial accounting

Strong analytical skills

Excellent communication, customer service, and interpersonal skills

Ability to multi-task and pay attention to detail

Strong organizational skills and ability to work independently and meet deadlines

Strong computer skills (Excel, Word), including database management (Access)

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job.

Location: Hybrid/Waltham, MA
Salary Range: $127,000 - $151,000

The reasonably estimated salary for this role at Cambridge Savings Bank ranges from $127,000 - $151,000. 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.

Visa Sponsorship: Cambridge Savings Bank is unable to sponsor or take over sponsorship of an employment visa for this role at this time.

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. 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.

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Refine Your Search

portfolio manager jobs in wakefield, ma

Senior Commercial Real Estate Portfolio Mgr

SMID Portfolio Manager & Research Analyst

Portfolio Manager

Portfolio Manager

Manager, Portfolio Analytics

Portfolio Manager

Senior Portfolio Growth Manager, HCLS, AWS Worldwide Startups

Client Portfolio Manager – Public Fixed Income (Emerging Markets Debt)

Product Portfolio Manager I

Client Portfolio Manager (Controller)

HOA Portfolio Property Manager

Portfolio Support Manager

Portfolio Manager, Government Partnerships (DARPA & ARPA-H)

Alternatives Client Portfolio Manager

Associate, Real Estate Portfolio Management

Content Portfolio Manager, NEJM Group

Portfolio Manager

Commercial Portfolio Manager

Commercial Portfolio Manager (C&I)

Infrastructure & Operation Portfolio Manager

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