Senior Portfolio Manager

3 hours ago

Tampa, United States ServisFirst Bank Full time
Job DescriptionJob Description

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Senior Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties.

The incumbent will:

  • Conduct financial analysis of credit for new and existing clients and prospects
  • Generate spreads, term sheets, and other information for loan requests and conduct underwriting
  • Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay
  • Build profiles and loan requests in nCino for approval
  • Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc.
  • Generate reports to determine past or current maturities that are not yet cleared and request any necessary information
  • Prepare memos outlining financial information for approvals from the appropriate parties
  • Track maturity for renewals monthly
  • Be actively involved in understanding documentation and closing process
  • Attend sales appointments with Officers as requested
  • Work on term sheets / commitment letters as directed by supervisors
  • Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.
  • Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note: Additional duties and responsibilities may be assigned.

MINIMUM QUALIFICATIONS

  • Bachelor’s degree in Finance, Accounting or a related field
  • Excellent written and verbal communication skills
  • Experience using Microsoft Outlook, Word and Excel
  • Experience in a position requiring attention to detail and data analysis
  • Excellent organizational skills and ability to multi-task
  • RMA and/or Moody training is a plus

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:

  • Sustained standing and sitting
  • Frequent use of PC, including typing or sustained attention to monitor
  • Occasional presentations requiring public speaking to small groups
  • Occasional lifting of basic office files or equipment up to 20 lbs
  • Normal office environment with comfortable internal temperatures and low level noise

EOE/AA

  • Senior Portfolio Manager

    4 weeks ago

    Tampa, FL , USA, United States Staffing in Motion Full time

    Job Title: Senior Portfolio ManagerAbout the Role:This position is with a leading Portfolio Management firm with over $200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis.Key Responsibilities:As a Senior...

  • Senior Portfolio Manager

    4 weeks ago

    Tampa, FL , USA, United States Fifth Third Bancorp Full time

    Investment Leadership OpportunityFifth Third Bank is seeking a seasoned investment professional to lead our portfolio management efforts. As a Senior Portfolio Manager, you will be responsible for developing and executing investment programs designed to achieve the objectives of large and complex client accounts.Key Responsibilities:Develop and implement...

  • Portfolio/Asset Management Associate

    3 weeks ago

    tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and...

  • Portfolio/Asset Management Associate

    3 weeks ago

    tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and...

  • Portfolio/Asset Management Associate

    3 weeks ago

    Tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and...

  • Senior Portfolio Strategist

    4 weeks ago

    Tampa, Florida, United States Coastal Wealth Full time

    Portfolio Manager RoleAs a Portfolio Manager at Coastal Wealth, you will be responsible for constructing and managing model investment portfolios, overseeing trading activities, and maintaining efficient portfolio operations.The role involves continuous portfolio monitoring, rebalancing, and conducting detailed research and analytics to ensure performance...

  • Portfolio/Asset Management Associate

    2 weeks ago

    tampa, United States Star Mountain Capital Full time

    Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary credit...

  • Portfolio/Asset Management Associate

    2 weeks ago

    tampa, United States Star Mountain Capital Full time

    Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary credit...

  • Portfolio/Asset Management Associate

    2 weeks ago

    Tampa, United States Star Mountain Capital Full time

    Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary credit...

  • Portfolio Manager

    2 weeks ago

    tampa, United States Holland & Knight LLP Full time

    We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.Job Description:The IT Portfolio Manager will work with a multitude of H&K departments to manage and deliver their strategic initiatives in alignment with the firm’s goals and objectives. The person fulfilling this role will work...

  • Portfolio Manager

    2 weeks ago

    tampa, United States Holland & Knight LLP Full time

    We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.Job Description:The IT Portfolio Manager will work with a multitude of H&K departments to manage and deliver their strategic initiatives in alignment with the firm’s goals and objectives. The person fulfilling this role will work...

  • Portfolio Manager

    3 weeks ago

    Tampa, United States Holland & Knight LLP Full time

    We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.Job Description:The IT Portfolio Manager will work with a multitude of H&K departments to manage and deliver their strategic initiatives in alignment with the firm’s goals and objectives. The person fulfilling this role will work...

  • Portfolio Management Vice President

    2 weeks ago

    tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and...

  • Portfolio Management Vice President

    3 weeks ago

    Tampa, United States Star Mountain Capital Full time

    Firm OverviewStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and...

  • Portfolio Manager

    2 weeks ago

    Tampa, United States Paragon Cyber Solutions Full time

    Paragon Cyber Solutions is an award winning 8(a), minority, woman, service disabled veteran-owned, CMMC-C3PAO certified small business based in Tampa, FL. We pride ourselves on delivering high-quality solutions that help our clients protect the integrity of their business operations. We have an immediate opening for a proactive and results driven Portfolio...

  • Portfolio Manager

    3 weeks ago

    Tampa, United States Paragon Cyber Solutions Full time

    Paragon Cyber Solutions is an award winning 8(a), minority, woman, service disabled veteran-owned, CMMC-C3PAO certified small business based in Tampa, FL. We pride ourselves on delivering high-quality solutions that help our clients protect the integrity of their business operations. We have an immediate opening for a proactive and results driven Portfolio...

  • Portfolio Management Specialist

    4 weeks ago

    Tampa, Florida, United States Staffing in Motion Full time

    Job SummaryThis role is with a large Portfolio Management firm with over $200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis.This is a relationship manager role where you are given a book of households...

  • Portfolio Management Analyst

    1 week ago

    Tampa, United States Toorak Capital Partners Full time

    Position: Portfolio Management Analyst Location: Tampa, FL Company Toorak Capital Partners is an integrated correspondent lending platform that acquires business purpose residential, multifamily and mixed-use loans throughout the U.S. and the United Kingdom. Headquartered in Summit, N.J., Toorak Capital Partners acquires these loans directly from a...

  • Portfolio Management Analyst

    1 week ago

    tampa, United States Toorak Capital Partners Full time

    Position: Portfolio Management Analyst Location: Tampa, FL Company Toorak Capital Partners is an integrated correspondent lending platform that acquires business purpose residential, multifamily and mixed-use loans throughout the U.S. and the United Kingdom. Headquartered in Summit, N.J., Toorak Capital Partners acquires these loans directly from a...

  • Portfolio Management Analyst

    1 week ago

    tampa, United States Toorak Capital Partners Full time

    Position: Portfolio Management Analyst Location: Tampa, FL Company Toorak Capital Partners is an integrated correspondent lending platform that acquires business purpose residential, multifamily and mixed-use loans throughout the U.S. and the United Kingdom. Headquartered in Summit, N.J., Toorak Capital Partners acquires these loans directly from a...