Quantitative Portfolio Manager jobs in Providence, RI

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Commercial Lending Portfolio Manager
  • Washington Trust
  • Providence, RI FULL_TIME
  • Overview: We are seeking a successful portfolio manager for our C&I Commercial Banking Group and Private Banking Group. This position will be a key contributor to the implementation of the overall growth plan of the division.   The Portfolio Manager will be responsible to personally manage an assigned credit portfolio of C&I clients, which includes traditional C&I, owner-occupied CRE and some Not-For-Profit credits. The individual will have additional management responsibilities of our Securities Based Lending portfolio.   We support a hybrid work environment with on-site availability in our Providence or Westerly offices.      Primary Responsibilities:   Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit reporting deliverables. Make recommendations to the senior staff and other credit approvers regarding credit amount, structure, and adherence to credit policies, guidelines and applicable regulatory compliance. Manage assigned portfolio by facilitating borrower financial reporting, proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all reporting, covenants, identifying issues, and following through for remediation, and adhering to compliance and regulatory reviews. Participate in the credit portion of client calls for in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements. Maintain timely renewals of loan maturities for the assigned portfolio and ensure timely completion of annual file updates. Participate in special projects to aid with the continuous improvement of portfolio management and support Management on a project/as need basis. Reports to SVP Commercial Lending (C&I/PCA)    Requirements/Qualifications: Bachelor’s degree in Finance or Accounting with formal credit training desired. 5 years of experience in commercial underwriting, including but not limited to Commercial & Industrial, owner-occupied real estate and not-for-profit. Construction loan underwriting and administration (construction budgets, sources/uses, construction draw administration, property entitlement, lease analysis and property valuation principles) is also desired. Advanced written, mathematical, and analytical skills that demonstrates an ability to analyze balance sheet structure, stress test income and identify cash flow trends. Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements. Excellent written, oral, organizational, and interpersonal skills used towards structuring, closing, maintenance, and problem resolution. A strong knowledge of loan documentation requirements. Ability to self-manage multiple tasks at one time to meet deadlines, whether working independently or a team environment. PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables.
  • 13 Days Ago

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VP, Credit Card Portfolio Manager
  • Navigant Credit Union
  • Smithfield, RI FULL_TIME
  • ABOUT: People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and com...
  • 13 Days Ago

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Portfolio Officer
  • HarborOne Bank
  • Providence, RI PART_TIME
  • Overview Job Description: This position reports directly to the SVP, Commercial Lending. The Portfolio Officer will actively work with assigned Lenders to structure, underwrite and monitor new loans, ...
  • 12 Days Ago

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Analyst, Portfolio Analytics and Reporting
  • Analytic Recruiting Inc.
  • Providence, RI FULL_TIME
  • A private equity investment manager is seeking a Performance and Data Analyst. This new role will be the firm’s expert on fund and portfolio investment performance and will work closely with the firm'...
  • 14 Days Ago

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Audit Senior Associate | Portfolio Company
  • CBIZ
  • Providence, RI FULL_TIME
  • Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: FS248AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-...
  • 29 Days Ago

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Audit Senior Associate II | Portfolio Company
  • CBIZ
  • Providence, RI FULL_TIME
  • Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: FS249AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-...
  • 29 Days Ago

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0 Quantitative Portfolio Manager jobs found in Providence, RI area

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Merrill Financial Solutions Advisor - Suburban Boston Market
  • Bank of America
  • Westborough, MA
  • Merrill Financial Solutions Advisor - Suburban Boston Market Wellesley Hills, Massachusetts;Westborough, Massachusetts; ...
  • 12/12/2024 12:00:00 AM

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Portfolio Lead - Neuroscience and Immunology
  • Danaher Corporation
  • Waltham, MA
  • For over 25 years, Abcam has been providing tools the scientific community needs to enable faster breakthroughs in criti...
  • 12/12/2024 12:00:00 AM

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Audit Manager | Portfolio Companies
  • CBIZ, Inc.
  • Providence, RI
  • With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and ...
  • 12/11/2024 12:00:00 AM

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Fixed Income High Yield Research Analyst
  • MFS Investment Management
  • Boston, MA
  • At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better...
  • 12/11/2024 12:00:00 AM

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Principal Quant Developer | Boston, MA, USA | Hybrid
  • Selby Jennings
  • Boston, MA
  • Principal Quant Developer Selby Jennings Boston, United States Apply now Posted 3 days ago Hybrid Job Permanent Negotiab...
  • 12/11/2024 12:00:00 AM

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Financial Advisor - Training Provided
  • Northwestern Mutual
  • Rockland, MA
  • Job Description Job Description A career with Northwestern Mutual brings mutual success. When you bring your talent, har...
  • 12/10/2024 12:00:00 AM

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Business Analyst
  • Ceres Group
  • Smithfield, RI
  • Business Analyst Description We are looking for a Business Analyst on behalf of our client, Fidelity Investments. This p...
  • 12/10/2024 12:00:00 AM

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Analyst, Portfolio Analytics and Reporting
  • Analytic Recruiting Inc.
  • Providence, RI
  • A private equity investment manager is seeking a Performance and Data Analyst. This new role will be the firm’s expert o...
  • 12/8/2024 12:00:00 AM

The Providence city limits enclose a small geographical region with a total area of 20.5 square miles (53 km2); 18.5 square miles (48 km2) of it is land and the remaining 2.1 square miles (5.4 km2) is water (roughly 10%). Providence is located at the head of Narragansett Bay, with the Providence River running into the bay through the center of the city, formed by the confluence of the Moshassuck and Woonasquatucket Rivers. The Waterplace Park amphitheater and riverwalks line the river's banks through downtown. Providence is one of many cities claimed to be founded on seven hills like Rome. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Quantitative Portfolio Manager jobs
$122,972 to $177,613
Providence, Rhode Island area prices
were up 1.6% from a year ago

Quantitative Portfolio Manager
Communicate the target portfolio strategy to various interested parties within RGA, including the C-suite, and gain approval for the target strategy.
January 23, 2023
Lead efforts to close the asset side of the transaction, including operational aspects of receiving the client portfolio.
February 05, 2023
Develop relationships with external contacts and internal cross-functional areas.
February 12, 2023
Develops asset and credit related pricing assumptions for Asset Intensive transactions, Structured Reinsurance transactions and upfront cash settled transactions involving credit risk to RGA.
February 28, 2023
Track record of developing investment strategies.
March 17, 2023
Negotiate investment guidelines and treaty terms with clients to deliver the flexibility necessary to manage asset risk and generate target return.
April 16, 2023
Develops transaction specific asset and hedging strategies that optimize excess yield vs.
April 25, 2023
Suggest and review new tools and frameworks to improve new business pricing process.
May 05, 2023
Graduate degree in finance related discipline.
May 15, 2023