Senior Portfolio Manager

3 weeks ago


New Canaan, Connecticut, United States JCW Full time

We are seeking a highly skilled Portfolio Manager to join our team at JCW, a leading commercial bank. This exciting opportunity will involve overseeing middle market C&I loans and syndicated loans, with a focus on maximizing return and quality.

Key Responsibilities:

  • Portfolio Oversight: Ensure accurate and timely documentation of asset and client performance, and maintain ongoing monitoring to identify areas for improvement.
  • Asset Management: Actively manage the portfolio to optimize return and quality, and make informed decisions to drive business growth.
  • Client Engagement: Foster strong relationships with clients and commercial lenders, and engage in regular dialogue to stay informed about new developments and opportunities.

Requirements:

  • Education: Bachelor's degree in Business, Accounting, or Finance, or equivalent experience.
  • Experience: Minimum 3 years in a credit-related field, with a proven track record of success.
  • Client-Facing Skills: Experience in a client-facing role is highly valued, with excellent communication and interpersonal skills.


  • New Canaan, Connecticut, United States JCW Full time

    We are partnering with a dynamic commercial bank to find a seasoned Portfolio Manager to enhance their team. This role will primarily focus on middle market C&I loans, with opportunities to work on syndicated loans as well.Key ResponsibilitiesOversee the documentation and ongoing monitoring of asset and client performance to ensure optimal...


  • New Canaan, Connecticut, United States JCW Full time

    We are collaborating with a dynamic and rapidly expanding financial institution to identify a skilled Portfolio Manager. This role primarily focuses on middle-market commercial and industrial loans, with potential involvement in syndicated loan activities.Key ResponsibilitiesManage documentation and continuously assess asset and client...


  • New Canaan, Connecticut, United States JCW Full time

    We are collaborating with a dynamic and rapidly expanding financial institution to identify a Portfolio Manager to enhance their operations. This role primarily focuses on middle market commercial and industrial loans, with potential involvement in syndicated lending as well.Key ResponsibilitiesManage documentation and continuous assessment of asset and...


  • New Haven, Connecticut, United States M&T Bank Full time

    POSITION SUMMARYThe Senior Commercial Credit Portfolio Manager is responsible for overseeing and evaluating the credit risks associated with complex commercial loan portfolios and significant loan amounts. This role involves comprehensive financial analysis, industry evaluation, collateral assessment, and cash flow analysis to determine the capacity to meet...


  • New Canaan, Connecticut, United States Tandym Group Full time

    Tandym Group is seeking a skilled Senior Tax Accountant to manage external tax service providers and tax calendar deadlines. Key responsibilities include: * Managing and reviewing funds' and portfolio companies' tax distributions and calculations * Assisting with tax payments process and records * Providing support with tax notices * Assisting with...


  • New Canaan, Connecticut, United States Tandym Group Full time

    A leading financial services firm, Tandym Group, is seeking a highly skilled and analytical professional to fill the role of Senior Tax Accountant.Key ResponsibilitiesManage and review tax distributions and calculations for funds and portfolio companies.Oversee tax payments process and records, ensuring accuracy and compliance.Provide support with tax...


  • New Haven, Connecticut, United States Yale University Full time

    About the RoleWe are seeking a highly skilled Portfolio and Grant Accountant to join our team at Yale University.Key ResponsibilitiesUnder the direction of the Lead Administrator of the Department of Neuroscience and Department of Cellular and Molecular Physiology, the candidate will be responsible for managing the financial operations of the...

  • Portfolio Manager

    11 hours ago


    New Haven, Connecticut, United States Yale New Haven Health Full time

    Job Title: Portfolio AnalystOverview:To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values.These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.The Portfolio Analyst requires a...

  • Portfolio Manager

    5 days ago


    New Haven, Connecticut, United States Yale New Haven Health Full time

    Job Title: Portfolio AnalystJob Summary:The Portfolio Analyst plays a critical role in supporting the Strategic Sourcing department at Yale New Haven Health. This position requires a strong understanding of contract administration, procurement, sourcing, analytics, and project management. The successful candidate will be responsible for entering and...


  • New Britain, Connecticut, United States Sapphire Solutions Full time

    {"Job Title:Product Manager for Securities ProductsAbout the Role:We are seeking a highly motivated and experienced Product Manager for Securities Products to join our Sales Management department in Cologne. As a key member of our team, you will be responsible for the strategic development of our portfolio of sustainable and innovative investment...


  • New Haven, Connecticut, United States Criterion Executive Search Full time

    Job SummaryCriterion Executive Search is seeking a highly motivated and customer-focused Personal Lines Account Manager to join our team. As a Personal Lines Account Manager, you will be responsible for efficiently managing a high-volume generalist book of insurance business.Key ResponsibilitiesManage a high-volume Personal Lines Insurance portfolio...


  • New Canaan, Connecticut, United States Complete Staffing Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at Complete Staffing. As a key member of our accounting department, you will be responsible for providing financial expertise and guidance to our clients.Key Responsibilities:Prepare and review financial statements, including balance sheets and income statements.Conduct financial...


  • New Britain, Connecticut, United States TD Bank Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at TD Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, providing them with tailored financial solutions to meet their business...


  • New Britain, Connecticut, United States TD Bank Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at TD Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our customers, providing them with tailored financial solutions to meet their business...


  • New Canaan, Connecticut, United States Bankwell Full time

    About BankwellBankwell is a commercial banking institution with a significant asset base, serving the financial needs of businesses and individuals. Our organization prides itself on delivering high-quality banking services with a personal touch, leveraging the expertise and dedication of our experienced team of professionals. We excel in providing tailored...


  • New Haven, Connecticut, United States Abbott Laboratories Full time

    About Abbott LaboratoriesAbbott Laboratories is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals, and branded generic medicines.Job DescriptionWe are seeking a...


  • New Haven, Connecticut, United States Yale University Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Portfolio Manager to join our team at Yale University. The successful candidate will play a crucial role in supporting the management and growth of the portfolio associated with the Roberts Innovation Fund, a lab-to-market faculty accelerator program designed for the Yale School of Engineering...


  • New Canaan, Connecticut, United States Bankwell Full time

    About BankwellBankwell is a commercial banking institution with a significant asset base, serving the financial needs of businesses and individuals. Our organization prides itself on delivering high-quality banking services with a personal touch, leveraging the expertise and dedication of our experienced team of professionals. We excel in providing tailored...


  • New Canaan, Connecticut, United States Bankwell Full time

    About BankwellBankwell is a commercial banking institution with a significant asset base, serving the financial needs of businesses and individuals. Our organization prides itself on delivering high-quality banking services with a personal touch, leveraging the expertise and dedication of our experienced team of professionals. We excel in providing tailored...


  • New Haven, Connecticut, United States Yale University Full time

    Job SummaryWe are seeking a highly skilled Portfolio & Grant Accountant to join our team at Yale University. The successful candidate will be responsible for providing comprehensive financial and operational management support for our department, with a focus on financial planning, budgeting, and compliance.Key ResponsibilitiesManage and analyze complex...