Portfolio Manager jobs in Santa Ana, CA
The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Portfolio Manager jobs
- Farmers and Merchants Bank of Long Beach
-
Seal Beach, CA
FULL_TIME
-
Job Summary
The Portfolio Banker works closely with Relationship Managers and Regional Relationship Managers to evaluate the financial information and needs of prospective and existing borrowers. The Portfolio Banker is responsible for the gathering and analyzing credit information, for conducting extensive in-depth company, financial, and industry analysis, and performing due diligence to evaluate risk/return parameters of financing transactions as well as preparing Loan Worksheet Addendums and Speed Memo Addendums. The Portfolio Banker regularly interfaces with Clients, Relationship Managers, Regional Relationship Managers, Credit Administrators and Senior Management, and provides recommendations relating to credit extension decisions. Post loan boarding duties include following for financial reporting and financial covenant compliance and monitoring financial trends of borrowers and value of collateral. The Portfolio Banker is usually designated as the secondary point of contact for specific relationships and is to provide exemplary service to ensure customer satisfaction.
Essential Duties
- Analyze credit data, financial statements and pertinent information for credit worthiness to determine the degree of risk involved in extending credit
- Spread financial statements and Federal income tax returns on CASH Insight of borrowers and guarantors
- Analyze financial data such as revenue growth, profitability, cash flow, quality of management, and industry market share to determine expected repayment of loan
- Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations
- Prepares and presents credit reports to appropriate senior staff or committees for use in the making of lending decisions on new, renewal and extension loans
- Monitor credit risk by periodically evaluating financial trends, credit bureau reports, pay habits, and other sources of information of the borrower and guarantor(s)
- Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and updating all pertinent credit loan file information, and adherence to all loan agreements requirements including following for required financial reports and compliance with financial covenants
The requirements of this position have not been identified to include actions or activities that meet the definition of mortgage loan originator (MLO) under the Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E Act). At such time the position requirements change to meet the definition of a mortgage loan originator, an active and current loan originator ID issued through the National Mortgage Licensing System Registry will be required as a mandatory requirement of this position.
Required Knowledge
- Regulation E (EFT)
- Bank Secrecy Act
- FDIC Insurance
- Privacy Laws
- Regulation BB (CRA)
- Regulation B (ECOA)
- Regulation X (RESPA)
- Regulation Z (Truth about Lending)
- Fair Credit Reporting Act
- UCC
- Deposit Products
- Investment Products
- Loan Products
- Loan Documentations
- Account Services
- Trust Services
- Bank Operations
Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned.
Basic Knowledge, Skills and Abilities
- Judgment and Market Knowledge
- Time Management Skills
- Knowledge of Microsoft Office Products (Excel, Word, & Power Point)
- Clear understanding of the English Language (Spoken & Written)
- Advanced Mathematics Skills
- Telephone Skills
- Customer Service Skills
- Critical Thinking & Problem Solving Skills
- Ability to work independently
- Ability to actively listen & learn
- Ability to use oral communication techniques to sell products or services
- Ability to respectfully communicate with Supervisors and Co-workers
- Ability and desire to foster and interact in a team environment, and willingness to contribute to team efforts
Equipment Operated
- Telephones/Cell Phone
- Desk and/or Laptop Computers
- Standard office equipment (copiers, fax machines)
Physical Requirements & Work Environment
- Requires standing and/or sitting for prolong periods of time
- Requires lifting up to 10 lbs.
- Office setting w/controlled temperature
- Up to 10% traveling
Education and Experience
- High School Diploma or equivalent required
- Bachelor's degree (in Business, Accounting, Finance or related discipline is preferred but not required
- A minimum of 5-10 years of experience in field or related area with a strong emphasis on customer service, sales and credit portfolio management
Additional Requirements
- Ability to travel to various bank locations as needed
- Some Saturday hours are required
As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement each and every year.
This job description is not intended to be all-inclusive, and employees will also perform other duties as assigned by management as required.
Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.
- 16 Days Ago
- Panera Bread
-
Seal Beach, CA
FULL_TIME
- Are you ENTHUSIASTIC and GOOD with PEOPLE?Do you need a PART TIME and FLEXIBLE JOB?Would you like to be a part of a TEAM and receive EXCELLENTmeal discounts?How about a job you can be PROUD of? One th...
- 1 Month Ago
- Panera Bread
-
Santa Ana, CA
FULL_TIME
- Are you ENTHUSIASTIC and GOOD with PEOPLE?Do you need a PART TIME and FLEXIBLE JOB?Would you like to be a part of a TEAM and receive EXCELLENTmeal discounts?How about a job you can be PROUD of? One th...
- 2 Months Ago
- California
-
Seal Beach, CA
FULL_TIME
- As part of the Subway® Team, you as a Manager will focus on eight main things : Providing an excellent guest experience Ensuring that great food is prepared & served Managing inventory and money contr...
- 3 Days Ago
- Ultimate
-
Santa Ana, CA
FULL_TIME
- Job Description We are seeking an experienced bilingual Spanish Plant Manager for Santa Ana location. Work closely with VP of Ops and Safety Manager to lead the Plant. 8 Years minimum of experience as...
- 5 Days Ago
- Apple One
-
Santa Ana, CA
FULL_TIME
- Key Responsibilities· Project planning and execution, budgeting and cost control, team leadership and collaboration, and quality assurance and safety compliance on assigned projects.· Develop project,...
- 5 Days Ago
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0 Portfolio Manager jobs found in Santa Ana, CA area
- Property Management Company
-
Los Angeles, CA
- Job Description Job Description This position will oversee commercial office properties in the San Fernando Valley area....
- 12/13/2024 12:00:00 AM
- Kros-Wise
-
Norco, CA
- REQUIRED: MUST HAVE AN ACTIVE SECRET CLEARANCE We are seeking a detail-oriented, thorough, and organized Data Analyst to...
- 12/13/2024 12:00:00 AM
- BMO Financial Group
-
City Of Industry, CA
- This position will manage a team of Portfolio Managers to support the Emerging Middle Market C&I portfolio in Southern C...
- 12/13/2024 12:00:00 AM
- Pop-Up Talent
-
Irvine, CA
- VP, Portfolio Manager Irvine, CA 92618 Salary: $108-165K We are changing the banking industry for the better and fosteri...
- 12/12/2024 12:00:00 AM
- Prosum
-
Los Angeles, CA
- FULL-TIME EMPLOYMENT, Candidates must be either Citizens or Green Card Holders. Local Los Angeles or Orange County (Cali...
- 12/12/2024 12:00:00 AM
- Global IT Resources Inc.
-
Los Angeles, CA
- Job Description Job Description Looking for someone with academic medical center/hospital- based experience Local candid...
- 12/12/2024 12:00:00 AM
- BMO Financial Group
-
Downey, CA
- Come join our amazing team! We are currently searching for a C&I Commercial Portfolio Manager to join our Emerging Middl...
- 12/12/2024 12:00:00 AM
- System Soft Technologies
-
Los Angeles, CA
- Local candidates only, hybrid, some onsite required (onsite 2 days/week, or for meetings) • Work location: 2011 N. Soto ...
- 12/11/2024 12:00:00 AM
About Santa Ana, California
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