Top 95 Portfolio manager Jobs in Waltham 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
Quick Apply
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
6d
Portfolio Manager - Public Markets
FM —Boston, MA
- Full-time
- Bachelor of Science
- 11+ years
- Finance
- Disability insurance
- Health insurance
Portfolio Manager
Ballentine Partners, LLC —Waltham, MA
- $115,000 - $160,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Research
- Paid parental leave
- Disability insurance
Quick Apply
6d
Senior Manager, PMO Portfolio Management
Olympus —Westborough, MA
- $137,657 - $192,722 a year
- Full-time
- Hybrid work
- Microsoft Word
- Bachelor of Science
- Engineering
- Paid parental leave
- Paid holidays
Sr. Product Portfolio Marketing Manager
Omnicell —Boston, MA
- $110,390 - $205,010 a year
- Remote
- Marketing
- Writing skills
- Bachelor's degree
- Health insurance
- Dental insurance
9d
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
12d
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
Senior Manager, Group Portfolio Execution
Merck KGaA —Burlington, MA
- $123,500 - $185,300 a year
- Office
- Finance
- Business development
- Health insurance
- Paid time off
1d
Head of LS DDIT Portfolio Management
Merck KGaA —Burlington, MA
- $155,900 - $213,800 a year
- English
- Office
- Analysis skills
- Health insurance
- Paid time off
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
Vice President, Portfolio Management & Transformation
Triumvirate Environmental —Somerville, MA
- $230,000 - $320,000 a year
- Call employer
- Hybrid work
- 11+ years
- Office
- US work authorization
- Dental insurance
- 401(k)
Portfolio Specialist
Loomis Sayles & Company —Boston, MA
- $110,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
2d
Infrastructure & Operation Portfolio Manager
Teradyne —North Reading, MA
- $132,000 - $211,300 a year
- 7 years
- Azure
- Microsoft Office
- Paid holidays
- Disability insurance
Associate Director, Discovery Portfolio Management Strategic Planner, Discovery
AbbVie —Cambridge, MA
- $141,500 - $268,500 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Analysis skills
- Paid holidays
- Health insurance
1d
Product Owner- Underwriting & Portfolio Management Platforms
Citizens Financial Group —Boston, MA
- $111,000 - $148,000 a year
- Full-time
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Portfolio Account Manager-Clinical
Certara —Boston, MA
- Full-time
- Remote
- 3 years
- Doctor of Philosophy
- Travel
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
7d
Senior Consultant, Project Portfolio Management
Integrated Project Management Company —Boston, MA
- $130,000 - $165,000 a year
- Full-time
- 5 years
- Office
- Mentoring
- Paid holidays
- Relocation assistance
Quick Apply
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

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portfolio manager jobs near waltham 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 waltham ma

Senior Commercial Real Estate Portfolio Mgr

Commercial Portfolio Manager II (CRE)

Portfolio Manager - Public Markets

Portfolio Manager

Senior Manager, PMO Portfolio Management

Sr. Product Portfolio Marketing Manager

Associate Portfolio Manager

Senior Investment Manager, Separately Managed Accounts

Senior Manager, Group Portfolio Execution

Head of LS DDIT Portfolio Management

SMID Portfolio Manager & Research Analyst

Vice President, Portfolio Management & Transformation

Portfolio Specialist

Infrastructure & Operation Portfolio Manager

Associate Director, Discovery Portfolio Management Strategic Planner, Discovery

Product Owner- Underwriting & Portfolio Management Platforms

Portfolio Account Manager-Clinical

Portfolio Manager

Senior Consultant, Project Portfolio Management

Client Success Relationship Manager - Investment Management Portfolio

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