Current jobs related to Portfolio Manager - Charleston - Burke & Herbert Bank & Trust
-
Portfolio Manager
4 weeks ago
Charleston, West Virginia, United States Burke & Herbert Bank Full timeJob SummaryThe Portfolio Manager will play a key role in supporting Relationship Managers in the origination of new loans and management of credit portfolio. This position will work closely with the origination team and credit risk management in structuring transactions, reviewing and analyzing financial statements, conducting due diligence, assessing credit...
-
Investment Portfolio Manager
3 weeks ago
Charleston, West Virginia, United States WesBanco Bank Inc. Full timeJob Title: Investment Officer/Portfolio ManagerDepartment: Trust InvestmentsLocation: One Bank Plaza, Wheeling, WV; WesBanco Center CHS South, Charleston, WV; Gihon Village, Parkersburg, WV or Wexford, Wexford, PAThis is a hybrid position, with a formalized schedule for remote and office work. Consideration will be given to the listed locations.Market: Upper...
-
Portfolio Manager
3 months ago
Charleston, United States Burke & Herbert Bank Full timeJOB DESCRIPTIONSummary/Objective The Portfolio Manager will support Relationship Managers 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...
-
Portfolio Trader
1 week ago
Charleston, West Virginia, United States Millennium Management Full timeJunior Portfolio Finance TraderMillennium Capital Partners LLP, a global hedge fund with a presence in the United States, Europe, and Asia, is seeking a talented Junior Portfolio Finance Trader to join our London office. Our team employs a global multi-strategy investment approach, engaging in a diverse range of trading and investing strategies.Key...
-
Investment Officer/Portfolio Manager
3 weeks ago
Charleston, United States WesBanco Bank Inc. Full timeJob Title - Department Investment Officer/Portfolio Manager - Trust Investments Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be One Bank Plaza, Wheeling, WV; WesBanco Center CHS South, Charleston, WV; Gihon Village, Parkersburg, WV or Wexford, Wexford, PA....
-
Portfolio Community Manager
2 weeks ago
Charleston, South Carolina, United States Ravenel Associates Full timeJob OverviewRavenel Associates is seeking an experienced Community Manager to oversee the operation and administration of premier regimes and HOA communities in Charleston County at an upscale Resort island.Key ResponsibilitiesSupervise the overall management of assigned community associations, ensuring compliance with management agreements and Association...
-
Portfolio Community Manager
2 weeks ago
Charleston, South Carolina, United States Ravenel Associates Full timeJob DescriptionRavenel Associates Inc. is seeking an experienced Community Association Manager to oversee the operation and administration of premier regimes and HOA communities in Charleston County at an upscale Resort island.The Community Association Manager will be responsible for providing overall supervision of assigned community associations,...
-
Regional Property Manager
1 month ago
Charleston, West Virginia, United States Pegasus Residential Full timeAbout Pegasus ResidentialPegasus Residential is a dynamic and forward-thinking organization that values its employees and offers a unique opportunity for growth and development. We are a third-party management company that specializes in managing a portfolio of Class A and B properties.Your Role as a Regional ManagerAs a Regional Manager, you will be...
-
Account Manager
3 weeks ago
Charleston, West Virginia, United States Tradesmen International Full timeJob SummaryWe are seeking a highly motivated and results-driven Account Executive to join our team at Tradesmen International. As an Account Executive, you will be responsible for obtaining orders or contracts for our services, building strong relationships with clients, and managing a portfolio of accounts to drive sales growth.Key ResponsibilitiesDevelop...
-
BTR Marketing Manager
3 weeks ago
Charleston, West Virginia, United States Brookfield Properties Full timeJob Title: BTR Marketing ManagerJoin Brookfield Properties, a leading real estate asset management company, as a BTR Marketing Manager. In this role, you will be responsible for developing and implementing marketing strategies to enhance property performance and drive business growth.Key Responsibilities:Develop and execute marketing plans to support...
-
Business Development Manager
2 weeks ago
Charleston, West Virginia, United States iTrip Charleston Beaches Full timeJob Title: Business Development ManagerWe are seeking a highly motivated and organized Business Development Manager to join our team at iTrip Charleston Beaches. As a key member of our operations team, you will be responsible for developing and executing business development strategies to expand our vacation rental property portfolio.Key...
-
Regional Property Manager
3 weeks ago
Charleston, West Virginia, United States Pegasus Residential Full timeRegional Property ManagerAt Pegasus Residential, we're committed to offering a career, not just a job. We're growing and thriving, and we're looking for a talented Regional Property Manager to join our team.Your Role:You'll be responsible for managing a portfolio of Class A and B properties, with a focus on lease-up in your metro area. This is a remote...
-
Store Manager I
1 week ago
Charleston, West Virginia, United States TD Bank, N.A. Full timeJob DescriptionJob Summary:The Store Manager I is a key leadership role responsible for driving the growth and profitability of our Consumer Business through the management of a Store portfolio. This includes developing and executing strategies to deepen customer relationships, increase sales, and improve customer satisfaction.Key Responsibilities:Lead and...
-
Commercial Property Manager
2 days ago
Charleston, United States Dunhill Staffing Systems Full timeWe are currently working with a well-established, local commercial real estate and property management agency seeking a Commercial Property Manager based in Charleston, SC. With a portfolio that includes commercial, industrial, hospitality, and mixed-use, this Senior PM role will manage properties throughout the Charleston region. You will work closely with...
-
Commercial Property Manager
3 days ago
Charleston, United States Dunhill Staffing Systems Full timeWe are currently working with a well-established, local commercial real estate and property management agency seeking a Commercial Property Manager based in Charleston, SC. With a portfolio that includes commercial, industrial, hospitality, and mixed-use, this Senior PM role will manage properties throughout the Charleston region. You will work closely with...
-
Regional IT Service Manager
3 weeks ago
Charleston, West Virginia, United States Hiab Full timeJob Title: Regional IT Service ManagerMacGregor is a leader in sustainable maritime cargo and load handling with a strong portfolio of products, services, and solutions. We are expanding our internal competencies and seeking an ambitious, experienced, and self-motivated IT/IM professional to join our Regional Service team as a Service Manager in the EUR...
-
Director of Asset Performance Management
4 weeks ago
Charleston, West Virginia, United States Stem Full timeJob Title: Director, Asset Performance Management ProductsStem is a leading provider of clean energy solutions and services, empowering organizations to maximize the value of their energy assets and portfolios. As the Director of Asset Performance Management, you will lead our APM product team in developing industry-leading solutions that drive business...
-
Sr Territory Manager, Business Development
4 weeks ago
Charleston, West Virginia, United States Nationwide Private Client Full timeJob Title: Sr Territory Manager, Business DevelopmentWe are seeking a highly skilled and experienced Sr Territory Manager, Business Development to join our team at Nationwide Private Client. As a key member of our Surety Underwriting team, you will be responsible for managing a portfolio of surety business, developing and executing business plans, and...
-
Regional IT Service Manager
5 days ago
Charleston, West Virginia, United States Hiab Full timeJob Title: Regional IT Service ManagerMacGregor is a leader in sustainable maritime cargo and load handling with a strong portfolio of products, services, and solutions. We are expanding our internal competencies and seeking an ambitious, experienced, and self-motivated IT/IM professional to join our Regional Service team as a Service Manager in the EUR...
-
Sales Account Manager
1 month ago
Charleston, United States Coca-Cola Consolidated Full timeRequisition ID:202891Posting Locations: CharlestonPay Range:$50,000-$62,500, depending on experienceRate Frequency:Click here to view a Day in the Life of our Teammates!Our Secret Ingredient is our Teammates. We offer great rewards, competitive pay, career advancement and growth opportunities.Full Time Teammates are also eligible for: Paid Training Paid Time...
Portfolio Manager
3 months ago
JOB DESCRIPTION
Summary/Objective
The Portfolio Manager will support Relationship Managers 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 Relationship Manager.
- 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 (Baker Hill NextGen, Synergy, SilverLake).
Education and Experience
- Bachelor’s degree in accounting, finance, or related field with proven academic excellence preferred.
- Formal credit training and three plus (3+) 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.
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.