Loan Portfolio Manager
4 weeks ago
We are seeking a highly skilled Loan Portfolio Manager to join our team at Global Impact Investing Network. As a key member of our Impact Lending practice, you will be responsible for managing a significant portfolio of loans, providing technical assistance to borrowers, and ensuring the financial sustainability of our social enterprise partners.
Key Responsibilities- Manage a portfolio of loans, including post-closing process, risk assessment, and covenant compliance.
- Provide technical assistance to borrowers, including financial analysis, budgeting, and cash flow projections.
- Conduct site visits to borrowers, meet with senior leadership, and evaluate the effectiveness of our technical assistance programs.
- Collaborate with internal stakeholders, including the accounting team, finance team, and capacity building team, to ensure timely and accurate loan reporting and data collection.
- Identify and structure new loan origination opportunities within existing portfolio.
- 3+ years of experience in portfolio management, credit risk management, or a related field.
- Strong financial analysis skills, including the ability to spread and interpret financial statements and calculate key ratios.
- Excellent communication and interpersonal skills, with the ability to build trust with borrowers and hold them accountable for maintaining covenants and repayment.
- Prior experience underwriting loans for non-profits and/or small businesses.
- Knowledge of and strong interest in REDF's commitment to diversity, equity and inclusion, and bringing a DEI lens into the credit risk assessment process.
- A competitive salary range of $92,000 - $120,000, depending on location.
- A generous dollar-for-dollar retirement plan match up to 4% of your base compensation.
- Opportunities to learn continuously by building your skills and broadening your perspectives at conferences, workshops, and more.
- Flexible working schedules, support for big life events, and home office equipment for an ergonomic working space.
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Loan Portfolio Manager
1 month ago
San Francisco, California, United States Global Impact Investing Network Full timeJob DescriptionJob Title: Loan Portfolio ManagerJob Summary:We are seeking a highly skilled Loan Portfolio Manager to join our team. The successful candidate will be responsible for managing a significant portion of our growing loan portfolio, with a focus on actively managing loans from closing through repayment.Key Responsibilities:Conduct monthly or...
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Loan Portfolio Manager
4 weeks ago
San Francisco, California, United States Global Impact Investing Network Full timeJob DescriptionJob Title: Loan Portfolio ManagerJob Summary:We are seeking a highly skilled Loan Portfolio Manager to join our team at Global Impact Investing Network. The successful candidate will be responsible for managing a significant portion of our growing portfolio of loans, from closing through repayment. This includes asset management, standard and...
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Loan Portfolio Manager
4 weeks ago
San Francisco, California, United States Global Impact Investing Network Full timeJob SummaryThe Loan Portfolio Manager will be responsible for actively managing a significant portion of RIIF's growing portfolio of loans from closing through repayment. This role will involve a high level of engagement with RIIF borrowers, with a strong customer service focus.The successful candidate will have prior portfolio management experience with...
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Portfolio Manager
1 month ago
San Francisco, California, United States California Bank & Trust Full timeJob Title: Portfolio ManagerCalifornia Bank & Trust is seeking a seasoned Portfolio Manager to join our team in San Francisco, CA.About the Role:This is a key member of the deal team responsible for successfully managing Commercial Banking relationships. The Portfolio Manager will be intimately involved in the entire deal process from origination to ongoing...
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Portfolio Manager
4 weeks ago
San Francisco, California, United States California Bank & Trust Full timeAt California Bank & Trust, we are seeking a seasoned Portfolio Manager to join our team in San Francisco, CA. This key member of the deal team will be responsible for successfully managing Commercial Banking relationships.This role involves growing revenue by closing new business relationships and retaining and expanding existing relationships with...
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Commercial Banking Portfolio Manager
3 weeks ago
San Francisco, California, United States California Bank & Trust Full timeAbout the Role:California Bank & Trust is seeking a seasoned Commercial Banking Portfolio Manager to join our team in San Francisco, CA. As a key member of the deal team, you will be responsible for successfully managing Commercial Banking relationships from origination to ongoing management. This role requires a strong understanding of credit risk and the...
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SBA Portfolio Manager
4 weeks ago
San Gabriel, California, United States CTBC Bank Full timeJob SummaryWe are seeking a highly skilled SBA Portfolio Manager to join our team at CTBC Bank. As a key member of our commercial lending team, you will be responsible for managing a portfolio of SBA loans, analyzing credit risk, and developing strategies to minimize risk and maximize returns.Key ResponsibilitiesAnalyze and evaluate credit risk, interest...
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Portfolio Manager
4 weeks ago
San Francisco, California, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Portfolio Manager to join our team at BMO Financial Group. As a Portfolio Manager, you will be responsible for facilitating decision-making and analysis of credit information to support lending decisions and processes. You will maintain and promote a client service environment to satisfy and exceed customer needs...
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Senior Portfolio Manager
4 weeks ago
San Diego, California, United States Western Alliance Bank Full timeJob Title:Senior Portfolio ManagerLocation: Carmel ValleyWe are seeking a highly skilled Senior Portfolio Manager to join our team at Western Alliance Bank. As a key member of our Commercial Lending team, you will be responsible for analyzing, structuring, and underwriting complex technology loans.Key Responsibilities:Analyze and structure complex technology...
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Senior Portfolio Manager
4 weeks ago
San Diego, California, United States axosbank Full timeJob SummaryAs a Senior Portfolio Manager at Axos Bank, you will be responsible for managing and providing daily oversight of the Portfolio Management team. This includes continuous monitoring of the Bank's commercial loan portfolio, which includes C&I and specialty credits such as asset-based lending, fund finance, cash flow leveraged lending, and lender...
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IT Portfolio Manager
4 weeks ago
San Francisco, California, United States Tranzeal Full timeJob Title: IT Portfolio ManagerJob Summary: We are seeking an experienced IT Portfolio Manager to lead our IT Legal Portfolio Business Applications programs/projects from original concept through final implementation.Key Responsibilities:* Develop detailed program/project execution plan, and manage all implementation processes including projects financials,...
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Portfolio Manager Associate
1 month ago
San Francisco, California, United States EngineeringUK Full timeAbout this Role:We are seeking a highly skilled and detail-oriented Associate Portfolio Manager to join our Portfolio Management team. The successful candidate will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis. Our portfolio managers utilize cutting-edge portfolio risk and optimization technologies to...
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IT Portfolio Manager
4 weeks ago
San Francisco, California, United States Federal Reserve Bank of San Francisco Full timeJob Title: IT Portfolio ManagerAbout the Role:The Federal Reserve Bank of San Francisco is seeking an IT Portfolio Manager to lead all aspects of the San Francisco district's IT Digital strategy, technology investments, and storytelling. This role will drive technology investment planning with business stakeholders, ensuring alignment with the Bank's and...
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Portfolio Manager Associate
4 weeks ago
San Francisco, California, United States BlackRock Services Full timeAbout this roleWe are seeking a skilled Associate Portfolio Manager to join our Portfolio Management team at BlackRock Services. The successful candidate will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis. Our portfolio managers work with cutting-edge portfolio risk and optimization technologies, and ideal...
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Portfolio Manager
4 weeks ago
San Francisco, California, United States Statkraft Full timeJob DescriptionAt Statkraft, we're seeking a skilled Portfolio Manager to join our Origination team. As a key member of our team, you'll be responsible for managing our renewable energy portfolio, working closely with our business and various departments to provide daily pricing advice, forecasting, and support.Key responsibilities include:Building and...
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Portfolio Manager Associate
4 weeks ago
San Francisco, California, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Portfolio Manager Associate to join our team at City National Bank. As a key member of our investment management team, you will be responsible for implementing proprietary strategies and asset allocation for our clients and financial advisors.Key ResponsibilitiesPartner with portfolio managers to recommend initial...
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Portfolio Manager Associate
4 weeks ago
San Francisco, California, United States City National Bank Full timePortfolio Manager AssociateOpportunity OverviewAs a Portfolio Manager Associate at City National Bank, you will have the opportunity to work with a team of experienced portfolio managers to develop and implement investment strategies for clients. You will be responsible for assisting in the development of short- and long-term investment plans, as well as...
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Portfolio Manager Associate
4 weeks ago
San Francisco, California, United States EngineeringUK Full timeAbout this role:We are seeking a skilled Associate Portfolio Manager to join our Portfolio Management team at EngineeringUK. The successful candidate will be responsible for portfolio construction and rebalancing, as well as investment strategy analysis.The ideal candidate will have excellent problem-solving capabilities, a high degree of attention to...
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Associate Portfolio Manager
1 month ago
San Francisco, California, United States State Teachers' Retirement System Full timeJob Description and DutiesThis position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary.As a key member of the Private Equity team, you will contribute to the success of one of the largest private equity programs in the world. You will collaborate with world-class general partners, advisors, consultants,...
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Senior Portfolio Manager
1 month ago
San Francisco, California, United States SB Energy Full timeSenior Portfolio ManagerAre you a seasoned professional looking to leverage your expertise in energy trading and risk management to drive business growth? Do you have a passion for renewable energy and a desire to work with a dynamic team? We're seeking a Senior Portfolio Manager to join our Asset Management group at SB Energy, a leading company in the clean...