Portfolio Manager, Bank

2 months ago


Boston, United States Gpac Full time

Here at gpac we are working with a financial institution that is looking for a Banking Portfolio Manager to join their growing team. As a portfolio manager, your main responsibility will be to oversee and manage a portfolio of banking clients, ensuring their satisfaction and profitability. You will act as a key point of contact for clients, providing expert advice on their portfolios and addressing their financial needs.

The ideal candidate will have a strong background in banking and finance, with experience in portfolio management. You should be detail-oriented, analytical, and have exceptional communication and interpersonal skills. In this role, you will have the opportunity to work with a diverse range of clients and develop strong relationships with key stakeholders.

Responsibilities:

  • Manage a portfolio of banking clients, ensuring their satisfaction and profitability
  • Provide expert advice on financial strategies and investment opportunities to clients
  • Conduct regular portfolio reviews and analysis to assess performance and make recommendations for adjustments
  • Collaborate with internal stakeholders to identify and pursue cross-selling opportunities
  • Stay up to date with industry trends and changes in regulations that may impact client portfolios
  • Build and maintain strong relationships with clients, acting as their trusted advisor
  • Monitor and manage risk within client portfolios

Qualifications:

  • Bachelor's degree in finance, business, or a related field
  • At least 5 years of experience in portfolio management within the banking industry
  • Solid understanding of financial markets, products, and investment strategies
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients
  • Detail-oriented and able to manage multiple projects simultaneously

To apply, email your resume to bethany.delahunt@gogpac.com

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.



  • Boston, Massachusetts, United States First Citizens Bank Full time

    Company Overview:This role is part of First Citizens Middle Market Banking, which delivers a range of financial solutions to midsize clients through a relationship banking model. The business offers deposit solutions, loans, treasury services and other banking products to manufacturers, distributors and a wide variety of service industries.The Assistant Vice...


  • Boston, Massachusetts, United States First Citizens Bank Full time

    OverviewFirst Citizens Bank is a leading financial institution with a 125-year tradition of service. As part of our team, you'll have the opportunity to work with clients across various industries, providing expert portfolio management services.We're looking for an experienced Strategic Portfolio Manager to join our Global Fund Banking team. In this role,...

  • Portfolio Manager

    3 weeks ago


    Boston, Massachusetts, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Portfolio Manager to join our Global Fund Banking team. As a key member of the team, you will be responsible for managing lending and credit aspects for both Venture Capital and Private Equity client relationships.About the RoleThis is a hybrid role that requires regular time spent inside and outside our Boston...


  • Boston, Massachusetts, United States First Citizens Bank Full time

    About the Role:We are seeking an experienced Portfolio Manager to join our team in Boston, MA. As a key member of our Global Fund Banking group, you will be responsible for managing all lending and credit aspects for both Venture Capital and Private Equity client relationships.Responsibilities:Lead the due diligence process and deal structuring...


  • Boston, Massachusetts, United States First Citizens Bank Full time

    Job SummaryWe are seeking an experienced Global Fund Banking Portfolio Lead to join our team. As a key member of our portfolio management group, you will be responsible for managing all lending and credit aspects for both Venture Capital and Private Equity client relationships.


  • Boston, MA, United States First Citizens Bank Full time

    Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Boston office. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner....


  • Boston, United States Webster Bank Full time

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....


  • Boston, Massachusetts, United States Gpac Full time

    Banking Portfolio Manager OpportunityWe are seeking a highly skilled Banking Portfolio Manager to join our growing team at GPAC, an award-winning search firm specializing in placing quality professionals within multiple industries across the United States. As a key member of our team, you will be responsible for overseeing and managing a portfolio of banking...


  • Boston, United States First Citizens Full time

    OverviewThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Boston office.Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial...


  • Boston, United States First Citizens Full time

    OverviewThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Boston office.Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial...


  • Boston, Massachusetts, United States First Citizens Bank Full time

    First Citizens Bank is seeking an experienced Investment Banking Relationship Manager to join our team in Boston. This hybrid role involves supporting senior relationship managers in cultivating, acquiring, growing and maintaining client relationships with private equity and venture capital firms.The successful candidate will have a strong background in...


  • Boston, Massachusetts, United States First Citizens Bank Full time

    Job Summary:We are seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our Global Fund Banking division, you will be responsible for managing lending and credit aspects for both Venture Capital and Private Equity client relationships.About Us:First Citizens Bank is a leading financial institution with a 125-year tradition...


  • Boston, United States First Citizens Full time

    OverviewThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.First CitizensMiddle Market Banking delivers a range of financial solutions to midsize clients through a relationship banking model. The business offers deposit solutions, loans, treasury services and other banking products...


  • Boston, Massachusetts, United States Northeast Bank Full time

    Job Opportunity: Risk Management ProfessionalWe are seeking a skilled and detail-oriented Risk Management Professional to join our team at Northeast Bank. This role is an exciting opportunity for someone who wants to make a meaningful impact in a growing organization.About the RoleThe Credit Risk Controls Manager will be responsible for identifying systemic...


  • Boston, United States CFA Institute Full time

    OverviewThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.First Citizens Middle Market Banking delivers a range of financial solutions to midsize clients through a relationship banking model. The business offers deposit solutions, loans, treasury services and other banking products...

  • Portfolio Banker

    1 week ago


    Boston, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our...

  • Portfolio Banker

    1 week ago


    Boston, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our...


  • Boston, Massachusetts, United States First Citizens Bank Full time

    OverviewThis is a hybrid role that requires regular work inside and outside our Boston office. The GFB Vice President, Relationship Management roles are responsible for supporting Relationship Managers who are Directors and Managing Directors in cultivating, acquiring, growing and maintaining Private Equity and Venture Capital client relationships by...


  • Boston, Massachusetts, United States CIBC Full time

    CIBC is a leading global financial institution with a long history of innovation and customer-centricity.Our investment team is seeking a highly experienced Portfolio Management Director to lead the design, implementation, and oversight of trade order management functions for centrally managed equity and fixed income strategies.This senior role will be...


  • South Boston, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...