Portfolio Manager

2 weeks ago


Stamford, United States Patriot Bank, N.A. Full time
  • Underwrite new deals and annual review/financial analysis of existing borrows.
  • Prepare quarterly problem asset reports and risk rating changes.
  • Direct contact with borrower for collection of financial reporting and discussion of performance.
  • Negotiate with borrower, lenders, and other stakeholder to achieve favorable outcomes.
  • Assist with the development and implementation of problem loan strategies as needed to maximize recoveries and minimize losses.
  • All employees are responsible for compliance with the Bank Secrecy Act and in some roles, OFAC regulations. Depending on your job responsibilities, more or less aspects of the regulations may apply, but at a minimum, all employees are responsible for reporting suspicious activity they identify in the course of performing their job duties. This includes activities conducted by customers, fellow employees, board members, and vendors.
Requirements
  • Candidate must have SBA experience and familiarity with the SOP.
  • Well-developed analytical skills with experience underwriting SBA and/or conventional C&I credit with the ability to prepare analysis addressing financial condition, operating performance, and cash flow.
  • Workout experience a plus, but not required.
  • Strong written and verbal communication skills. This position will require frequent interaction with borrower and internal stakeholders.
  • Proficient in Microsoft office programs.
  • Familiarity with Abrigo/Sageworks a plus, but not required.
Education
  • Associate degree or 1 -3 years of relevant experience in SBA, banking, or business services.

This position will be based in one of our CT offices, with a hybrid work option.

  • Stamford, United States CareerBuilder Full time

    Position Summary: Grayscale is looking for a Portfolio Consultant (Internal Sales) to support our investors and distribution initiatives. Our Portfolio Consultants are passionate about sales, clients, and supporting new business growth and development. The role will gain deep insights about Grayscale, our products, our clients, and cryptocurrency....

  • Portfolio Consultant

    2 weeks ago


    Stamford, United States Grayscale Investments Full time

    Position Summary: Grayscale is looking for a Portfolio Consultant (Internal Sales) to support our investors and distribution initiatives. Our Portfolio Consultants are passionate about sales, clients, and supporting new business growth and development. The role will gain deep insights about Grayscale, our products, our clients, and...

  • Portfolio Consultant

    2 weeks ago


    Stamford, United States Grayscale Investments Full time

    Grayscale Investments is the world's largest digital currency asset manager. Through its family of investment products, Grayscale provides access and exposure to the digital currency asset class in the form of a traditional security without the challenges of buying, storing, and safekeeping digital currencies directly. With a proven track record and...


  • Stamford, United States Eka Finance Full time

    Role:- Develop a well-defined trading plan which addresses trading style, markets traded, risk management and required resources, keeping within self-defined trading style. Execute plan within the context of the firms risk management framework. Maintain open communication with senior management, risk management and fellow portfolio managers. Meet with...


  • Stamford, United States Eka Finance Full time

    Role:-     Develop a well-defined trading plan which addresses trading style, markets traded, risk management and required resources, keeping within self-defined trading style. Execute plan within the context of the firm’s risk management framework. Maintain open communication with senior management, risk management and fellow portfolio managers. Meet...


  • Stamford, United States Eka Finance Full time

    Role:-     Develop a well-defined trading plan which addresses trading style, markets traded, risk management and required resources, keeping within self-defined trading style. Execute plan within the context of the firm’s risk management framework. Maintain open communication with senior management, risk management and fellow portfolio managers. Meet...


  • Stamford, Connecticut, United States Xl Catlin Full time

    AXA XL's Risk Management Function defines processes, rules and governance to empower the business to take on risks in a secured environment, thus enhancing value creation and protecting the capital, liquidity, earnings and reputation of the company for the long term.Cyber insurance is one of the fastest growing lines of business within Property & Casualty...


  • Stamford, CT, United States Eka Finance Full time

    Role:- Develop a well-defined trading plan which addresses trading style, markets traded, risk management and required resources, keeping within self-defined trading style. Execute plan within the context of the firm’s risk management framework. Maintain open communication with senior management, risk management and fellow portfolio managers. Meet with...


  • Stamford, United States AXA Group Full time

    Location - London/Paris/USA A commercial lines (re)insurer, AXA XL is subject to a range of risks as a result of its underwriting activities. AXA XL’s Risk Management Function defines processes, rules and governance to empower the business to take on risks in a secured environment, thus enhancing value creation and protecting the capital, liquidity,...


  • Stamford, United States Top Prospect Group, Inc. Full time

    Job DescriptionJob DescriptionLONG TERM CONTRACT / 55-60HR / IT PROJECT MANAGER The Project Manager will be a member of the Enterprise Solutions & Applications (ESA) Application Services team within the Global IT Organization. The ideal candidate will be highly collaborative, organized, and analytical with a strong background in project management and...


  • Stamford, United States AXA Group Full time

    Principal Business Architect New York, NY I Stamford, CT I USA Reporting to Head of Business Architecture, as part of the Global Transformation and Change Delivery team, you will be supporting the development and implementation of this capability.Acting as a core member and representative of the Global Business Architecture capability you will be...


  • Stamford, United States Atlantic Group Full time

    Company: $10B+ AUM Hedge Fund/Private EquityRole: Senior Valuation Associate/ManagerLocation: Stamford, CT - 5 days in officeResponsibilities:Utilize market color and information from internal and external sources to value CLO, ABS, SRT and other structured products across the firm.Build new and update existing valuation models to calculate fair value ranges...


  • Stamford, United States Atlantic Group Full time

    Company: $10B+ AUM Hedge Fund/Private EquityRole: Senior Valuation Associate/ManagerLocation: Stamford, CT - 5 days in officeResponsibilities:Utilize market color and information from internal and external sources to value CLO, ABS, SRT and other structured products across the firm.Build new and update existing valuation models to calculate fair value ranges...


  • Stamford, United States Complete Staffing Solutions, Inc. Full time

    Job DescriptionJob DescriptionWe have partnered with an elite Condo Management company out of Stamford who is looking for a Property Manager to oversee a portfolio of 15 properties, work directly with their boards and handle all tenant relations and financials.CMCA & CAM certifications are MUST HAVES for this roleSalary range of $90-110KThe ideal individual...


  • Stamford, United States Aspen Insurance Holdings Limited Full time

    Since Aspen was founded in 2002, we have become a leading, diversified specialty insurance and reinsurance company. We respond thoughtfully and creatively to find the best outcomes for our clients and business partners through carefully-tailored solutions. We believe the way we work is just as important as the work we do, and we are guided by our core values...


  • Stamford, United States Aspen Insurance Group Full time

    Since Aspen was founded in 2002, we have become a leading, diversified specialty insurance and reinsurance company. We respond thoughtfully and creatively to find the best outcomes for our clients and business partners through carefully-tailored solutions.We believe the way we work is just as important as the work we do, and we are guided by our core values...


  • Stamford, United States Aspen Insurance Group Full time

    Since Aspen was founded in 2002, we have become a leading, diversified specialty insurance and reinsurance company. We respond thoughtfully and creatively to find the best outcomes for our clients and business partners through carefully-tailored solutions.We believe the way we work is just as important as the work we do, and we are guided by our core values...


  • Stamford, United States Aspen Insurance Group Full time

    Since Aspen was founded in 2002, we have become a leading, diversified specialty insurance and reinsurance company. We respond thoughtfully and creatively to find the best outcomes for our clients and business partners through carefully-tailored solutions. We believe the way we work is just as important as the work we do, and we are guided by our core values...

  • Wealth Management

    2 weeks ago


    Stamford, United States CareerBuilder Full time

    Solutions Associate Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and...


  • Stamford, United States Digital Currency Group Full time

    **What You'll Be A Part Of**: Founded in 2015 by CEO Barry Silbert, Digital Currency Group is the most active investor in the blockchain sector with a mission to accelerate the development of a better financial system through the proliferation of digital assets and blockchain technology. Today, DCG sits at the epicenter of the industry, backing more than 200...