Investment Portfolio Manager, Sr. jobs in Springfield, MA
Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added Investment Portfolio Manager, Sr. jobs
Commercial Portfolio Manager
- New Valley Bank & Trust
-
Springfield, MA
FULL_TIME
-
Job Summary
The Commercial Portfolio Manager supports the bank's lending activities by gathering and analyzing financial and business information related to loan requests. This role involves performing credit administration functions, managing customer relationships, conducting portfolio analysis, and collaborating with the Chief Lending Officer and lending team to ensure the sound management of the bank's commercial loan portfolio. The ideal candidate is highly analytical, detail-oriented, and customer-focused, with a deep understanding of commercial lending and credit practices.
Key Responsibilities
Credit Administration Functions:- Collect and analyze financial statements, tax returns, and other business information to evaluate customer and prospect loan requests.
- Assist in preparing loan presentations, underwriting analyses, and credit memos for approval.
- Conduct periodic loan reviews to ensure compliance with loan terms and conditions.
- Support loan closings by coordinating documentation, ensuring accuracy, and confirming compliance with policies.
- Monitor loan covenants and follow up with borrowers for required reporting.
- Act as back up support for assigned lender as a point of contact for customers, addressing inquiries regarding loan accounts, modifications, and other banking needs.
- Work closely with lenders to maintain strong client relationships and ensure excellent customer service.
- Assist in gathering updated financial and operational information from borrowers as needed.
- Conduct ongoing portfolio analysis to identify trends, concentrations, and risks.
- Track and report on key portfolio metrics, including delinquencies, risk ratings, and renewal schedules.
- Collaborate with the lending team to develop action plans for underperforming loans or high-risk accounts.
- Ensure adherence to bank credit policies, regulatory requirements, and risk management standards.
- Identify potential problem loans and recommend solutions to mitigate risk.
- Maintain detailed and accurate records of credit files and loan servicing activity.
- Partner with the Chief Lending Officer and lenders to achieve departmental and organizational goals.
- Support business development efforts by providing analytical insights and recommendations.
- Assist in special projects, audits, and other duties as assigned as the business need dictates.
Education and Experience:- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- Minimum of 3-5 years of experience in commercial lending, credit analysis, or portfolio management.
- Knowledge of financial statement analysis, credit underwriting, and risk management practices.
- Strong analytical and problem-solving skills.
- Excellent organizational skills with the ability to manage multiple tasks and deadlines.
- Effective written and verbal communication skills.
- High level of accuracy and attention to detail.
- Proficiency in financial analysis tools, loan servicing software, and Microsoft Office Suite.
- Strong interpersonal skills with the ability to build and maintain customer relationships.
- Accuracy and timeliness of financial analyses and credit reviews.
- Portfolio performance, including delinquency and risk rating trends.
- Customer satisfaction and responsiveness.
- Support and collaboration with the Chief Lending Officer and lending team.
This role is primarily office-based, with occasional travel to meet with customers or attend industry events as needed.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
New Valley Bank and Trust is committed to diversity and inclusion. We recruit and employ the best qualified individuals without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit-based factors. Equal employment opportunity applies to all personnel actions. - 10 Days Ago
Paraprofessional
- Granby Jr. Sr. High School
-
Granby, MA
FULL_TIME
- Granby Public Schools November 13, 2024 Position: Paraprofessional Job Goal: To assist teachers with providing a well-organized, smoothly functioning class environment in which all students can take f...
- 26 Days Ago
SR Project Manager
- eRichards Consulting
-
Springfield, MA
CONTRACTOR
- Our excellent client seeks a SR IT Project Manager for 10 month W2 contract to work on large complex projects. MUST be able to work on our W2. Please no agencies.Duties: Lead cross functional project ...
- 6 Days Ago
Sr. Manager of Production
- Callaway Golf
-
Chicopee, MA
FULL_TIME
- ABOUT THE BRAND:Callaway Golf is the leading manufacturer of premium golf clubs, balls, performance gear and accessories worldwide. Through an unwavering commitment to innovation, we push the limits o...
- 13 Days Ago
Portfolio Administrator
- Robert Half
-
Miami, FL
PER_DIEM
- We are on the search for an experience EXECUTIVE PERSONAL ASSISTANT to support an UHNW individual in Miami Beach, Florida. In this role, you will be responsible for managing high volume calendars, cli...
- 15 Days Ago
Sr. Financial Analyst & Asset Manager
- Robert Half
-
Boynton, FL
PER_DIEM
- We are seeking a Sr. Financial Analyst & Asset Manager to join our client's team. This role will be based in Boynton Beach, Florida. The primary job function will involve asset management and financia...
- 27 Days Ago
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0 Investment Portfolio Manager, Sr. jobs found in Springfield, MA area
National Operations & Construction Manager
- Aspen Square Management
-
Agawam, MA
- Overview of the Opportunity (This is not your average Construction Management position!) If youre interested in an oppor...
- 12/11/2024 12:00:00 AM
Senior Financial Advisor
- Transcend Practice Management
-
Pittsfield, MA
- Lead Financial Advisor Location: Pittsfield, MA: Full time, Hybrid (Must be able to commute several days each week to Pi...
- 12/10/2024 12:00:00 AM
Customer Service Specialist (4843)
- Ahlstrom-Munksj
-
Windsor Locks, CT
- You have a choice of where you want to work! We invite you along on our journey to Purify and Protect, with Every Fiber,...
- 12/10/2024 12:00:00 AM
Director, Media Execution, Personal Lines
- The Hartford Financial Services Group, Inc.
-
Hartford, CT
- Dir Marketing - MC06AE We're determined to make a difference and are proud to be an insurance company that goes well bey...
- 12/10/2024 12:00:00 AM
DSW Store Associate Part-Time
- Designer Brands
-
Enfield, CT
- General Summary The Store Associate provides friendly service to customers shopping in-store and those engaging through ...
- 12/9/2024 12:00:00 AM
Administrative Assistant
- Healthcare Realty Trust
-
South Windsor, CT
- Healthcare Realty Trust (NYSE:HR), a real estate investment trust, is recruiting for an Administrative Assistant for our...
- 12/9/2024 12:00:00 AM
Supply Chain Director
- Foxtronics EMS
-
Windsor, CT
- The Business Foxtronics EMS (or “Company”) is a manufacturer of printed circuit board assemblies (PCBAs), headquartered ...
- 12/7/2024 12:00:00 AM
Field Service Engineer (Springfield, MA)
- Abbott Laboratories
-
Springfield, MA
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 10/16/2024 12:00:00 AM
About Springfield, Massachusetts
Springfield is located at 42°6′45″N 72°32′51″W / 42.11250°N 72.54750°W / 42.11250; -72.54750 (42.112411, −72.547455). According to the United States Census Bureau, the city has a total area of 33.1 square miles (85.7 km2), of which 31.9 square miles (82.5 km2) are land and 1.2 square miles (3.1 km2), or 3.65%, are water. Once nicknamed "The City in a Forest," Springfield features over 4.0 square miles (10.4 km2) of urban parkland, 12% of its total land area.
Located in the fertile Connecticut River Valley, surrounded by mountains, bluffs, and rolling hills in all cardinal directions, Spring...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$194,192 to $310,255
Springfield, Massachusetts area prices
were up 1.6% from a year ago
were up 1.6% from a year ago
What does an Investment Portfolio Manager, Sr. do?
Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020