Senior Portfolio Manager
1 week ago
Job Summary:
Sunflower Bank, N.A. is seeking a skilled Portfolio Manager III to join our team in Austin, TX. The successful candidate will be responsible for gathering, analyzing, and interpreting financial and credit information to assess the creditworthiness of Sunflower Bank's customers.
Key Responsibilities:
- Assist Commercial Bankers in supporting new and existing loan relationships, focusing on maximizing credit quality and minimizing risk.
- Review and analyze financial and credit information, such as financial statements, tax returns, and credit reports, to determine creditworthiness for borrowers and guarantors.
- Determine the need for a more thorough investigation or additional information and contact appropriate sources for such information.
- Prepare detailed financial and analytical reports for each entity analyzed, including historical financial data and trends, detailed cash flow analysis, global cash flow analysis, and simple projections.
- Research pertinent industry and market information relevant to customers' lines of business.
- Prepare a written summary of analysis for new and existing loan relationships, especially in regards to the sufficiency of cash flow, collateral, and other repayment sources.
- Assess overall strengths and weaknesses of credit relationships.
Requirements:
- Bachelor's Degree in Accounting, Business, Economics, Finance, or similar field, or equivalent experience.
- 7+ years of experience in credit analysis/portfolio management in a commercial lending environment.
- Sound knowledge of underwriting in areas of commercial lending, such as commercial real estate, commercial and industrial lending, and SBA lending.
Benefits:
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
Sunflower Bank, N.A. is an equal opportunity employer and welcomes applications from diverse candidates. We strive to be the financial backbone of our customers' lives and know that starts with our team.
-
Senior Portfolio Manager
1 week ago
Austin, Texas, United States Western Alliance Bank Full timePortfolio Management RoleThe Senior Portfolio Manager position at Western Alliance Bank is responsible for analyzing and structuring complex financial transactions. This role involves coordinating with cross-functional teams to ensure seamless execution and closing of major deals. The ideal candidate will have a strong background in portfolio management and...
-
Senior Investment Portfolio Manager
2 weeks ago
Austin, Texas, United States BOK Financial Full timeJob Title: Senior Investment ManagerWe are seeking a highly skilled Senior Investment Manager to join our team at BOK Financial. As a Senior Investment Manager, you will be responsible for managing complex investment portfolios for our clients, providing sound financial advice, and helping them achieve their investment goals.Key Responsibilities:Manage...
-
Senior Manager, Credit Portfolio Management
4 days ago
Austin, Texas, United States Charles Schwab Full timeYour Opportunity at Charles SchwabAt Charles Schwab, you'll have the chance to make a meaningful impact on your career. Here, innovative thinking meets creative problem-solving, driving us to challenge the status quo and transform the finance industry together.The Bank's Retail Credit Risk Manager is responsible for developing, managing, and supervising...
-
Portfolio Manager
2 weeks ago
Austin, Texas, United States Amherst Full timeJob Title: Portfolio AnalystAmherst is seeking a highly motivated and analytical individual to join our Merchant Banking team as a Portfolio Analyst. In this role, you will play a key part in strategic modeling and capital planning, collaborating closely with senior management and leading institutional investors.Key Responsibilities:Develop and maintain...
-
Portfolio Manager
4 days ago
Austin, Texas, United States Amherst Full timePortfolio ManagerAmherst is seeking a highly motivated Portfolio Manager to play a key role in strategic modeling and capital planning. The ideal candidate will have a strong analytical mindset and excellent communication skills.Key Responsibilities:Create and maintain financial models and underwriting, including cash flow projections, fund-level waterfalls...
-
Senior Portfolio Manager
2 weeks ago
Austin, Texas, United States Worth Ross Management Co Inc Full timeJob SummaryThe Senior Portfolio Manager is a key leadership position responsible for overseeing the operational, administrative, financial, and human resources functions of one or more communities. The successful candidate will provide exceptional service, ensuring that properties are maintained and operated in accordance with company objectives.Key...
-
Commercial Portfolio Manager
3 weeks ago
Austin, Texas, United States Southside Bank Full timeJob Title: Commercial Portfolio ManagerSouthside Bank is seeking a highly skilled Commercial Portfolio Manager to join our team. As a Commercial Portfolio Manager, you will be responsible for managing a designated portfolio of commercial loan customers in partnership with the Relationship Manager.Key Responsibilities:Manage a designated portfolio of...
-
Senior Portfolio Manager
5 days ago
Austin, Texas, United States Western Alliance Bank Full timePortfolio Management Role at Western Alliance BankThe AVP, Portfolio Manager position at Western Alliance Bank is responsible for analyzing and structuring complex financial transactions. This involves coordinating with various stakeholders to ensure seamless closing of major deals. The ideal candidate will have a strong understanding of financial markets...
-
Investment Portfolio Manager
2 weeks ago
Austin, Texas, United States UTIMCO Full timeJob Opportunity at UTIMCOUTIMCO's Public Equity team is seeking a highly skilled and motivated individual to join their team as a Senior Analyst or Associate. The successful candidate will be responsible for assisting the Public Equity team with analysis and research, as well as monitoring and creating reports on external manager performance, exposures, and...
-
Senior Portfolio Manager
4 days ago
Austin, Texas, United States Sunflower Bank, N.A. Full timeJob Summary:Sunflower Bank, N.A. is seeking a highly skilled Portfolio Manager to join our team. As a key member of our commercial lending team, you will be responsible for analyzing and interpreting financial and credit information to assess the creditworthiness of our customers.Key Responsibilities:Analyze financial and credit information, including...
-
Investment Portfolio Manager
1 week ago
Austin, Texas, United States UTIMCO Full timeUTIMCO Investment OpportunityWe are seeking a highly motivated investment professional to join our 12-person hedge fund and fixed income team. The ideal candidate will have prior investment experience and a strong analytical skillset.Key Responsibilities:Monitor individual manager performance and risk on a regular basis, fostering valued relationships with...
-
Senior Program Manager
4 weeks ago
Austin, Texas, United States Artmac Soft LLC Full timeJob OverviewArtmac Soft LLC is seeking a seasoned Senior Program Manager to lead large-scale and complex projects. As a key member of our team, you will be responsible for managing project documentation, schedules, and risks, as well as communicating project status to stakeholders.Key ResponsibilitiesDevelop and manage key project documents, including the...
-
Program Director/Full-time Faculty
3 days ago
Austin, Texas, United States Portfolio Resident Services Full timeAbout the Role:We are seeking a highly motivated and organized individual to join our team as a Program Coordinator. As a key member of our team, you will be responsible for providing CORES certified resident services, including programs that build knowledge, marketable skills, and enhance a healthy lifestyle.Key Responsibilities:Develop and implement a...
-
Portfolio Manager
4 days ago
Austin, Texas, United States Cox Enterprises Full timeJob SummaryThe Portfolio Manager is a key role within Cox Automotive, responsible for managing and growing a portfolio of dealer clients with lines of credit ranging from $100,000 to $2,500,000 within the Austin, Texas geographic territory. This position requires a strong understanding of the automotive industry, finance, and client relationships.Key...
-
Regional Portfolio Manager
1 week ago
Austin, Texas, United States AOG Living Full timeRegional Portfolio ManagerAOG Living seeks an experienced Regional Portfolio Manager to oversee the management of our multi-property residential portfolio in the Nashville, TN market.Key Responsibilities:Ensure fiscal accountability for portfolio performanceDevelop and implement annual budgets for assigned propertiesMonitor and manage the portfolio rent...
-
Associate Portfolio Manager
3 days ago
Austin, Texas, United States Dimensional Fund Advisors, L.P. Full timeJob Summary:Dimensional Fund Advisors, L.P. is seeking a skilled Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will be responsible for managing portfolios, implementing our investment philosophy, and interacting with clients. This role requires strong philosophical alignment with our investment strategy, a background in...
-
Director, Portfolio Management
1 month ago
Austin, Texas, United States Realtor Careers Full timeAbout the RoleWe are seeking a highly skilled Director, Portfolio Management to join our team at Realtor Careers. As a key member of our organization, you will be responsible for leading the build out of best-in-class portfolio management functions, driving product development collaboration, processes, and execution.The ideal candidate will have a strong...
-
Quantitative Portfolio Manager
1 month ago
Austin, Texas, United States WorldQuant Full timeJob Title: Book Portfolio ManagerWorldQuant is seeking a highly skilled Book Portfolio Manager to join our team. As a key member of our portfolio management team, you will be responsible for developing and implementing systematic strategies that drive investment returns.Key Responsibilities:Develop and implement systematic strategies that utilize statistical...
-
Portfolio Manager II
4 days ago
Austin, Texas, United States Texas Capital Bank Full timeJob DescriptionAt Texas Capital Bank, we are seeking a highly skilled Portfolio Manager II to join our Credit Administration team. This role is critical to the success of our business, and we are looking for a talented individual who can drive strategic vision and lead our team to excellence.Key Responsibilities:Oversee credit-related responsibilities for...
-
Portfolio Manager III
2 weeks ago
Austin, Texas, United States Sunflower Bank, N.A. Full time{"title": "Portfolio Manager III", "description": "Job SummarySunflower Bank, N.A. is seeking a seasoned Portfolio Manager III to oversee the assessment of creditworthiness for our customers. As a key member of our team, you will be responsible for analyzing financial and credit information to determine the creditworthiness of our customers, focusing on...