Portfolio Manager jobs in Louisiana

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)

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Commercial Portfolio Manager
  • M C Bank and Trust Co.
  • Metairie, LA FULL_TIME
  • Job Description: A Commercial Portfolio Manager is responsible for credit analysis, assisting and ensuring loan structures are appropriate, and balancing loan structures with credit policy and bank lending standards. A Commercial Portfolio Manager collaborates closely with Commercial Relationship Manager(s) and provides support to the Commercial Relationship Manager(s). Duties also include communicating effectively with internal partners and clients about existing portfolios, client development, and creating reports on portfolio activities. The job is fast paced and requires the completion of financial analysis and credit analysis to obtain a deeper understanding of the credit risks.

    Expectations:
    • Managing commercial credit analysis
    • Support commercial loan processing document preparation, servicing, and overall portfolio management.
    • Communicate with clients and prospects to collect financials and documentation to help facilitate commercial loan closings.
    • Support and facilitate complex commercial loan requests with the Commercial Relationship Manager(s).
    • Be an active participant in the annual renewal and new commercial loan request processes.
    • Monitor borrowing base reports, early warning, and other tracking reports, such as covenants, past dues, maturities, etc.
    • Oversee preparation and/or coordination of loan document completion and review.
    • Execute client transactional requests.
    • Review Commitment letters based on established requirements.
    • Examine moderate to high complexity loan documentation to ensure accuracy and accordance with loan approval requirements.
    • Facilitate loan closings in conjunction with and on behalf of Relationship Manager(s).
    • Ensure all loan approval conditions have been met within required time frame.
    • Proactively identify and escalate declining financial performance/negative indicators within the loan portfolio to Market Executives, Relationship Managers, Credit Administration and Loan Operations
    • Oversee moderate to higher complexity construction loans in accordance and in conjunction with the Construction Loan Administration group as needed.
    • Follow covenant testing protocols and manage waiver letter process when applicable.
    • Act as the first line of defense to recommend and process timely risk rating changes in conjunction with the Relationship Manager(s)
    • Initiate and/or complete loan modifications per established protocols.
    • Manage and maintain collateral requirements including ordering appraisals, environmental reports, and property searches.
    • Coordinate and assist with criticized loan reports as part of the Watch List program.
    • Act as a liaison with Commercial Loan Operations, Loan Review, Audit, examiners and other departments as required.
    • Schedule regular meetings/calls with Commercial Relationship Manager(s) and clients to stay well-informed of business activity/performance and serve as additional contact point.
    • Optimize client relationships and create an exceptional client experience.
    • Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency.
    • Work with on-site equipment
    • Complete other duties and special projects as requested by management.
    • Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank.
    • Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans.
    • Builds and maintains a positive working relationship with attorneys, appraisers, developers, and others to enhance the Bank’s image and reputation in the marketplace.
    • Stays abreast of products and services the Bank is providing.
    • Comply with all corporate standards and audit-related matters in specific areas of responsibility.
    • Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations; has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
    • Minimal travel for client servicing.
    Qualifications and Education Requirements
    • Bachelor’s Degree in Business, Finance or related degree preferred.
    • 2-3 years of commercial portfolio management experience.
    • Prior C&I, CRE, financial statement and tax analysis experience and background in credit analysis.
    Competencies
    • Excellent interpersonal skills.
    • Proficient in Microsoft Excel and Word.
    • Strong organization skills and high attention to detail.
    • Willing to assist and collaborate with coworkers and clients on a regular basis.
    • Be an effective and active listener, able to understand the opportunities/issues, and propose solutions
    • Possesses multi-tasking skills and function well under pressure.
    • Ability to remain composed under pressure and respond to clients and coworkers regularly.
    • Patience and willingness to help others in solving problems while maintaining a positive attitude.
    • Openness to wearing multiple hats and being a team player.
    • Ability to establish effective working relationships among team members.
    • Present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether verbally or written.
    • Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

    M C Bank is an Equal Opportunity / Affirmative Action employer, committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, or any other factor protected by applicable federal, state, or local laws. All hiring decisions are based on qualifications, merit, and business needs
  • 10 Days Ago

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Enterprise Accounts Portfolio Manager
  • Allied Universal®
  • Orleans, LA FULL_TIME
  • Enterprise Accounts Portfolio Manager Overview Allied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While wor...
  • 10 Days Ago

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Manager, Commercial Portfolio
  • Hancock Whitney
  • Orleans, LA FULL_TIME
  • Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access t...
  • 1 Month Ago

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Loan Portfolio Manager
  • GULF COAST BANK & TRUST
  • Metairie, LA FULL_TIME
  • DescriptionSummaryTo assist loan officers with the servicing and closing of commercial and consumer loans. ResponsibilitiesAssist loan officers as necessary with all aspects of loan closings.Engage ap...
  • 1 Month Ago

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Site Manager
  • Site Manager
  • Baton Rouge, LA FULL_TIME
  • RICOH IS LOOKING FOR A SITE MANAGER IN BATON ROUGE! We are seeking a highly motivated and experienced Site Manager to oversee the operations of our property. As a Site Manager, you will be responsible...
  • 13 Days Ago

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Start-Up Manager
  • Up Manager - Worley Careers
  • Cameron, LA FULL_TIME
  • Building on our past. Ready for the future Worley is a global professional services company of energy, chemicals and resources experts headquartered in Australia.? Right now, we’re bridging two worlds...
  • 1 Day Ago

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Portfolio Manager
  • Albert Bow
  • Chicago, IL
  • Portfolio Manager | Large cut of PnL | 100% remote I am working with an incredibly exciting capital management fund, who...
  • 3/29/2024 12:00:00 AM

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Portfolio Manager
  • GBC International Bank
  • Shoreline, WA
  • Job Summary The Portfolio Manager owns primary responsibility for the underwriting quality, portfolio administration, th...
  • 3/29/2024 12:00:00 AM

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Portfolio Manager
  • Atto Trading Technologies
  • Miami, FL
  • About Us Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in...
  • 3/29/2024 12:00:00 AM

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Portfolio Manager
  • Lynx Capital Group Ltd
  • Delray Beach, FL
  • Job Description Job Description Wealth and Portfolio Management firm with seasoned portfolio manager is looking for an a...
  • 3/29/2024 12:00:00 AM

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Portfolio Manager
  • Shuster Advisory Group, LLC
  • Pasadena, CA
  • Job Description Job Description Shuster Advisory Group, LLC is seeking an experienced portfolio manager who can add a fr...
  • 3/29/2024 12:00:00 AM

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Portfolio Manager
  • C2R Ventures
  • Boston, MA
  • Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billi...
  • 3/28/2024 12:00:00 AM

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Portfolio Manager
  • USAA
  • Colorado Springs, CO
  • Why USAA? Why USAA? Lets do something that really matters. At USAA, we have an important mission: facilitating the finan...
  • 3/28/2024 12:00:00 AM

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Portfolio Manager
  • First Horizon Bank
  • Huntsville, AL
  • About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial serv...
  • 3/8/2024 12:00:00 AM

Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico. The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast. The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$109,004 to $151,091