Investment Portfolio Supervisor

4 weeks ago


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 Responsibilities

  • Manage documentation and continuous assessment of asset and client performance.
  • Proactively oversee the portfolio to optimize returns and maintain high-quality standards.
  • Establish and sustain vital ongoing relationships with clients alongside commercial lenders, engaging in regular discussions about client developments.

Required Qualifications

  • Bachelor's degree in Business, Accounting, or Finance; or equivalent professional experience.
  • A minimum of 3 years of experience in a credit-related position.
  • Experience in a client-facing capacity is advantageous.


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