Investment Portfolio Manager, Sr. jobs in Rhode Island

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. 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. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Senior Portfolio Manager
  • Washington Trust
  • Providence, RI FULL_TIME
  • We are seeking a seasoned Senior Portfolio Manager with strong credit skills to support our commercial lending portfolio. This position will be a key contributor to the implementation of the overall growth plan.    Working in partnership with the Team Leader and other staff, this position will be responsible for underwriting of new transactions as well as effectively managing credit relationships within the existing commercial portfolio of C&I clients, which includes owner-occupied CRE and some Not-For-Profit clients. The individual in this role will have the opportunity to develop as the main point of contact for credit for these clients that are commercial borrowers that likely have wealth and deposit relationships with the bank.     *We offer a flexible hybrid schedule with on-site work in Providence, RI.      Primary Responsibilities:   Support the end-to-end credit management process including underwriting, structuring and documenting of loan transactions.  Underwriting includes financial, industry and risk analysis and development of projections. Assist in the legal documentation, loan closing and loan funding. Provide ongoing maintenance and management of the assigned portfolio, including updating files with current financial information, risk rating assessments, collateral monitoring, covenant monitoring, tracking delinquencies, industry trends, and watch for developing issues. Maintain timely renewals of loan maturities for the assigned portfolio and ensure timely completion of annual file updates. Covenant Compliance: Monitoring, testing and preparation of waivers. Facilitate borrower financial reporting submissions to the bank. Responsible for evaluating financial performance of borrower and guarantors based on a variety of factors determining an appropriate risk rating. Assure adherence to credit policies, guidelines and applicable regulatory compliance. Work with the team to develop a relationship plan and credit management strategy for key customers and loan prospects.     Requirements/Qualifications: Bachelor’s degree in Finance, Accounting, Business Administration or equivalent in professional experience.  Analytical background in commercial lending or other analytical experience is preferred such as formal credit training. Proven experience in the Commerical lending function and knowledge of bank policies and procedures required.    Strong credit skills, previous credit training required. Strong organizational, interpersonal, communication (both written and oral), research and computer skills, attention to detail, and ability to creatively analyze various situations and data. Proficient in spreading financial statements. Proficient in Microsoft Word and Excel.
  • 22 Days Ago

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Senior Portfolio Manager
  • The Washington Trust Company
  • Providence, RI FULL_TIME
  • Senior Portfolio Manager Providence, RI, USA Req #1077 Thursday, January 4, 2024 We are seeking a seasoned Senior Portfolio Manager with strong credit skills to support our commercial lending portfoli...
  • 23 Days Ago

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Portfolio Manager Team Leader
  • Washington Trust
  • Providence, RI FULL_TIME
  • Washington Trust is seeking a seasoned portfolio manager to serve as the Portfolio Manager Team Leader for our C&I Commercial Banking Group and Private Banking Group. This position will be a key contr...
  • Just Posted

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Audit Manager | Portfolio Companies
  • CBIZ
  • Providence, RI FULL_TIME
  • Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: FS213AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-...
  • 1 Day Ago

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Audit Manager | Portfolio Companies
  • CBIZ, Inc.
  • RI, RI FULL_TIME
  • With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual ...
  • 2 Days Ago

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Portfolio Manager Team Leader
  • The Washington Trust Company
  • Providence, RI FULL_TIME
  • Portfolio Manager Team Leader Washington Trust Advisors Weybosset Street, 10 Weybosset Street, Providence, Rhode Island, United States of America Req #1163 Tuesday, March 19, 2024 Washington Trust is ...
  • 4 Days Ago

Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$151,059 to $250,855

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020