Portfolio Management Officer
4 weeks ago
The Portfolio Officer is responsible for overseeing the management of a diverse portfolio of commercial real estate loans, multi-family and mixed-use loans, small business loans, non-profit loans, and loans to houses of worship. This role requires a strong analytical mind and excellent communication skills to effectively manage relationships with borrowers and external professionals.
Key Responsibilities- Prepare and submit timely annual credit reviews and risk rating evaluations of existing loans.
- Manage a loan portfolio, developing relationships with each borrower and growing the portfolio through specified budgeted amounts annually.
- Retain existing borrowers in the loan portfolio by actively preventing loan attrition.
- Review financial statements, tax returns, rent rolls, and cash flow projections to ensure compliance with loan covenants.
- Underwrite all loan and rate modification requests, as well as loan extension and renewal requests.
- College degree with an equivalent of 5-8 years of experience in underwriting and analyzing commercial real estate and business loans.
- Strong analytical and problem-solving skills, with the ability to independently resolve complex credit issues and analyze credit risks.
- Excellent verbal and written communication skills, with the ability to interact with borrowers, attorneys, accountants, appraisers, and other external professionals.
- Familiarity with federal, state, and local government funding sources for capital and operating needs of multi-family housing, commercial real estate.
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Portfolio Management Officer
4 weeks ago
New York, New York, United States Carver Federal Savings Bank Full timeJob Summary:The Portfolio Officer will be responsible for managing a portfolio of commercial real estate loans, multi-family and mixed-use loans, small business loans, non-profit loans, and loans to houses of worship. The ideal candidate will have a strong analytical and problem-solving skills, with the ability to underwrite and analyze commercial real...
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Chief Portfolio Officer
4 weeks ago
New York, New York, United States Selby Jennings Full timeAt Selby Jennings, we are seeking a seasoned professional to fill the role of Chief Portfolio Officer. This exciting opportunity is part of our continued growth and expansion in the direct lending space.The ideal candidate will have a strong background in private debt underwriting and portfolio management, with a proven track record of success. Experience...
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Associate Portfolio Management Office Specialist
3 weeks ago
New York, New York, United States Consolidated Edison Inc Full timeJob DescriptionUnder the guidance of a Specialist in the IT Portfolio Management Office (IT PMO), the Associate will contribute to the analysis of capital portfolio data, review of capital project information, and provide skilled and efficient support to the IT leadership department. The Associate is responsible for developing and fostering consistent...
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IT Portfolio Manager
4 weeks ago
New York, New York, United States Memorial Sloan Kettering Full timeJob DescriptionMemorial Sloan Kettering is seeking a skilled Principal Portfolio Manager to lead our technology portfolio strategy and drive business growth. As a key member of our IT team, you will be responsible for overseeing the strategic direction and execution of our project portfolio, ensuring alignment with our business goals and objectives.Key...
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Senior Credit Portfolio Officer
4 weeks ago
New York, New York, United States Citigroup Inc Full timeThe Credit Portfolio Senior Officer I is a senior-level position responsible for leading activities including credit review, credit approvals and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi's portfolio exposure to client and counterparties...
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Investment Portfolio Manager
7 days ago
New York, New York, United States Citigroup Inc Full timePortfolio Management RoleCitigroup Inc is seeking an experienced Portfolio Manager to join our team of investment professionals. This role is responsible for the daily management of Citigroup client separately managed account (SMA) portfolios and contributes to the investment team's capabilities.Key Responsibilities:Daily management of assigned fixed income...
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Portfolio Manager
4 weeks ago
New York, New York, United States ADP Full timeJob DescriptionAt ADP, we're driven by your success. We engage your unique talents and perspectives, welcoming your ideas on how to do things differently and better. In your efforts to achieve, learn, and grow, we support you all the way. If success motivates you, you'll thrive at ADP.We strive for every interaction to be driven by our CORE values:...
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Chief Portfolio Officer
1 month ago
New York, New York, United States Selby Jennings Full timeAn entrepreneurial platform in NYC is seeking a seasoned professional to lead Portfolio Management. The ideal candidate will oversee the post-investment relationship with multiple portfolio companies, from deal close to exit. This role offers a unique opportunity to drive growth and success in a dynamic environment.The successful candidate will possess:At...
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Portfolio Manager Associate
4 weeks ago
New York, New York, United States ReadyCap Commercial LLC Full timeJob SummaryAs a Portfolio Manager Associate at ReadyCap Commercial LLC, you will oversee and manage an existing portfolio of commercial real estate loans. This role involves working directly with Credit and Underwriters to review loan requests, analyze financial data, and ensure timely customer responses.Key Responsibilities:Perform underwriting analysis to...
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Investment Portfolio Manager
4 weeks ago
New York, New York, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking an experienced Portfolio Manager to join our team in New York City. The successful candidate will be responsible for the daily management of fixed income portfolios and will contribute to investment strategy development, communication, and implementation.Key ResponsibilitiesManage assigned fixed income portfolios on a...
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Chief Portfolio Officer
4 weeks ago
New York, New York, United States Selby Jennings Full timeThe Portfolio Management Director will be responsible for overseeing and monitoring the post-investment relationship with multiple portfolio companies from deal close to deal exit.This is an exciting opportunity to join a dynamic platform with significant growth potential.The ideal candidate will have:At least years of private debt underwriting/portfolio...
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IT Portfolio Management Associate
4 weeks ago
New York, New York, United States Consolidated Edison Company of New York, Inc. Full timeJob Summary:The IT Portfolio Management Office Associate will contribute to the analysis of capital portfolio data, review of capital project information, and provide skilled and efficient support to the IT leadership department under the Office of the CIO.This role is responsible for developing and fostering consistent project management practices within IT...
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Senior Credit Portfolio Manager
1 month ago
New York, New York, United States Apollo Global Management, Inc. Full timeJob Title: Senior Credit Portfolio ManagerAt Apollo Global Management, Inc., we're seeking a highly skilled Senior Credit Portfolio Manager to join our expanding Client Portfolio Management & Innovation team (CPMI). As a key member of our team, you will be responsible for developing and implementing strategic plans to drive growth and profitability in our...
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Portfolio Management Specialist
4 weeks ago
New York, New York, United States Sumitomo Mitsui Banking Corporation Full timeJob DescriptionSumitomo Mitsui Banking Corporation is seeking a highly skilled Analyst to join its Sponsor Finance Portfolio Management and Origination team.This role is responsible for managing a mid-market and large-cap portfolio of Private Equity-backed Leveraged loans, primarily rated single B (or equivalent). The position will interact with senior...
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Portfolio Management Professional
4 weeks ago
New York, New York, United States iCapital Full timeAbout the RoleiCapital is a leading provider of alternative investment solutions, and we are seeking a skilled Portfolio Management Professional to join our team.As a key member of our private markets portfolio management team, you will be responsible for evaluating new direct private company investment opportunities, monitoring and analyzing the existing...
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Assistant Portfolio Manager
4 weeks ago
New York, New York, United States Schroders Full timeAbout SchrodersWe are a global investment manager dedicated to helping our clients and society prosper. Our team of experts provides innovative investment solutions to institutions, intermediaries, and individuals around the world.The RoleWe are seeking an experienced Assistant Portfolio Manager to join our US High Yield team. As a key member of our team,...
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Assistant Portfolio Manager, Italy
2 months ago
NEW YORK , New York ,, New York, United States Skurnik Wines & Spirits - New York Full timeSkurnik Wines & Spirits is looking for NYC-based candidates interested in the Assistant Portfolio Management position. Candidates should be passionate about Italian wine and wish to develop a career path in portfolio management. This is an administrative position that reports to the Portfolio Director and consists of supporting the Sales Ambassador and...
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Senior Portfolio Manager
4 weeks ago
New York, New York, United States CBRE Full timeAbout the Role:We are seeking a skilled Portfolio Management Sr. Analyst to join our team at CBRE. As a key member of our portfolio management function, you will assist Portfolio Managers with managing medium to large accounts and fund portfolios.Key Responsibilities:Assist in executing due diligence of complex transactions and monitoring investments.Provide...
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Portfolio Manager I
4 weeks ago
New York, New York, United States Fifth Third Full timePortfolio Manager I Job DescriptionAt Fifth Third Bank, we are seeking a highly skilled Portfolio Manager I to join our team. As a key member of our coverage team, you will be responsible for managing transactions and business portfolio tasks. Your expertise in financial and risk analysis, including financial modeling, will be essential in making...
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Portfolio Manager
4 weeks ago
New York, New York, United States Franklin Templeton Investments Full timePortfolio Manager Job DescriptionAt Franklin Templeton Investments, we are seeking a skilled Portfolio Manager to join our Investment Team. As a Portfolio Manager, you will be responsible for managing multiple functional areas, including factor signals, portfolio construction, tax management, risk management, implementation, and platform...