Portfolio Manager Jobs

Job Title: Mortgage Loan Processor Company: Congress Capital Group Location: Brooklyn, NY Description: Established mortgage brokerage is looking for experienced loan processor with knowledge of Encompass360 LOS, Fannie/Freddie and FHA. Knowledge of SONYMA guidelines is a plus, but not mandatory. Busy office, professional and friendly staff. Mon-Fri 10am-6pm. Fax Resume to Register to View attn: New Hire.

Job Title: Risk Analyst I Company: Fidelity National Location: Saint Petersburg, FL Description: Shift will be until 11pm or midnight. Shift can be either (4) 10 hour days or (5) - 8 hour days which would include working one weekend day and having one weekend day and one day during the week off.Summary: Responsible for performing analyses on the losses associated with check fraud, check fraud patterns to build models and processes to minimize future loss. Use current processes to locate potential fraud activity and take necessary steps stop the activity.Essential Duties and Responsibilities:· Review real time check transactions to identify and stop fraudulent patterns· Develop new ways to identify and stop fraud· Use SQL to design database queries for use within the team· Prepare spreadsheet analysis for use in profiling or identifying fraud trends· Daily tracking of fraudulent activity, including live track of most wanted check writers· Data mining using various applications including Hyperion, Excel and Pathways· Profile, pattern and locate fraudulent check writers through analytical analysis· Research and report on calls received from merchant and other loss prevention/security agencies· Perform special project or requestsQualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education: Bachelors degree from a four year college or universityExperience: 1-3 years experience with data analysis preferredKnowledge, Skills and Abilities:· Knowledge and experience designing custom SQL queries· Experience using Hyperion, JavaScript or other SQL data mining software will be beneficial· Knowledge of modern office practices and procedures· Ability to analyze data and demonstrate analytical problem solving skills· Ability to create complex spreadsheets and demonstrate proficiency in the use of Microsoft Office, accounting, reporting and other related software· Ability to work within a budget· Ability to prepare financial reports· Ability to meet deadlines· Ability to handle stressful situations· Ability to maintain confidentiality· Ability to work in an organized manner· Ability to understand financial information· Ability to work with managers throughout the company in analyzing financial situations· Ability to communicate effectively verbally and in writingEEO/ AA Employer

Job Title: Credit & Portfolio Risk Mgr (Loss Forecasting) Company: Citigroup Location: Elk Grove Vlg, IL Description: Support the effort to perform effective credit loss forecasting for a $52 B Partnership group cards portfolio.This position will drive analytics that will help understand the portfolio dynamics, changes to credit policy and their impact on loss forecasts.The ideal candidate will have several years of experience in a large, sophisticated credit granting or risk management organization within a major consumer card, financial services, retailing or consulting business. Their experience will have been gained in high volume, medium-to high risk environments, where risk assessment, technological sophistication, and data mining techniques are critical to their success. This individual will bring exceptional qualitative and quantitative analytical orientation, an appreciation for broad-based risk issues and an ability to crystallize abstract concepts into numbers that can be incorporated into loss forecasting. This person will have a demonstrated record of performance including responsibility for credit loss forecasting and risk assessment in a sophisticated, fast-paced consumer credit environment. This experience is complimented by excellent overall business judgment.The candidate understands the short-and long-term delinquency, loss dynamics for risk in various products and portfolios, as well as the complete consumer finance cycle. This person will continuously look to develop / upgrade new/existing forecasting techniques by identifying ways of incorporating both on-us experience and the macro economic environment from a risk and profitability perspective and must have the ability to manage multiple tasks of varying difficulty.Candidate will be responsible for:1. Developing, Improving loss forecasting process.2. Assess risk levels for the entire credit spectrum across multiple products and retail formats consistent with program financial objectives.3. Apply an excellent working knowledge of consumer risk analytics and forecasting techniques which include concepts of segmentation, regression and their use.4. Tracking emerging trends and comparing with actuals and forecasts and provide updates on potential opportunities to senior management on a timely basis.5. Developing and maintaining the data infrastructure to support all loss forecasting initiatives.6. The candidate will have visibility to senior risk / finance managers on a regular basis and provide a review of the portfolio loss performance.Additionally, the candidate must be able to:1. Exhibit superior communication skills as the candidate interacts with portfolio risk managers / finance managers and business heads.2. Establish solid cross-functional partnerships and networks to contribute and develop accurate forecasts.· All new hires are subject to work eligibility verification via the DHS E-Verification System

Job Title: Regulatory Risk Manager Company: Citigroup Location: Long Island City, NY Description: Brief Description of the OrganizationCitigroup Corporate Center units include: Chief Financial Officer Group; Citigroup Operations & Technology; Audit Risk & Review; Global Risk Management; Global Compliance, Global Corporate Affairs, Human Resources & Business Practices; and Corporate Legal. Regulatory Risk Manager-09021354 Description The Corporate RWA Risk Reporting (CRRR) team is primarily responsible for: Ensuring that risk parameters used to determine regulatory Risk Weighted Assets (RWA) related to Credit, Operational, and Market Risk during quarterly Quantitative Impact Studies (QIS) and ongoing business as usual (BAU) are calculated in accordance to regulatory requirements. To be able to explain how RWA is derived at a given period and material changes in RWA from period to period to key stakeholders Board of Directors, or designated committees of relevant US legal vehicles Senior management at the corporate, sector, and regional levels Regulators To monitor ongoing compliance with the US final rules in a Business As Usual environment. To monitor the significance of "non-material" portfolios that by-pass the core Basel II infrastructure and, as a result, receive a default, conservative RWA treatment. Maintaining core metrics that monitor and explain movement inRWA, including the ability to: Monitor impact on RWA of material information quality issues for a given period. Will be responsible for firm-wide oversight of Data Quality including validity, completeness, timeliness and business correctness as it impacts Risk Management processes and/or regulatory reporting & capital requirements. Consolidating existing Data Quality work streams including, but not limited to: Obligor (GFCIDs) Basel 2 RWA data elements Wholesale & Retail exposure analysis Traded Product EAD methodologies and netting agreements Securitized Product attribute quality Equity portfolio simple risk weight quality checks Monitor trend of impact on RWA of material information quality issues from period to period. Monitor RWA trend due to material growth, other on or off balance sheet changes, and/or changes in risk profiles. Set up thresholds that will trigger further questioning to obtain root cause of shifts in RWA due to organic growth and/or changes in risk profiles. To be able to isolate the impact on RWA of information quality issues versus movements due to GAAP changes or economic reasons. Qualifications Responsiblities and Expectations Include: Analyze RWA movement from period to period and present findings to Senior Management Assist in identifying, monitoring and assessing the impact of data quality and integrity for the bank Oversee data analysis and traceability exercises across Basel systems, including transaction, customer, G/L and reference data Detailed knowledge of Basel Accord and its requirements Detailed business and technical knowledge in Citi's diverse infrastructure and systems with ability to act as an SME Enhance existing and create new business requirements, including translation to data requirements Lead review of new requirements with all applicable sectors and support testing/implementation plans Liaise with Risk, Finance, Operations and Technology teams to provide guidance, gather information and ensure specific project tasks will be completed on time Manage execution of any required testing activities, if needed Prepare ad-hoc and standardized reports per the needs of the business and technical users Willingness to take direct responsibility for analysis/deliverables of smaller, direct report analyst team A minimum of 5-8 years of relevant experience at a financial services company Ability and comfort level in managing the research of inquiries and emerging issues, including new regulations, industry practices, and/or new technologies Actively monitor and participate in change management activity (including involvement in User Acceptance Testing, Production Assurance Testing and Impact Analysis) to ensure consistency or improvement of data quality as a result of systems related changes.  Key Skills should include: Must be well versed in Basel II business driven rules Expert user in MS Suite, particularly MS Excel and Access Preferred data warehouse background Data analysis of Oracle databases Use of TOAD or similar tool in data analysis Advanced SQL skills Project management Strong written and verbal communication, presentation, and technical writing skills Team player, self-starter and quick learner Primary Location NAM-USA-NY-Long Island City Schedule Full-time Education Level Bachelor's Degree Shift Day Job Employee Status Regular Travel No Office Loaction / Address: 2 Court Square, Long Island City, NY

Job Title: CRE Portfolio Manager Company: Strategic Staffing Solutions Location: Bethesda, MD Description: Second level CRE Portfolio Manager.  Actively monitors the bank’s credit exposure to a portfolio of CRE loans and identifies works to resolves credit issues with portfolio loans.Responsibilities:-  Monitor CRE loan portfolio and address and resolve issues to maintain quality of credits -  Actively manage loan portfolio of individual loans - Monitor credit status and quality of loans on a regularly scheduled basis, including regularly communicating with the relationship manager regarding the financial health of the borrower - Track covenants, compliance issues, and past due payments through the life of a loan, including working with the relationship manager or borrower to resolve any addressable issues - Perform annual, quarterly, or more frequent reviews (depending on the risk rating and type of loan) to assess the risks associated with the borrower and the credit - On a continuous basis, work with the relationship manager, underwriter and borrower to address problems, delinquencies, or other changes in financial status- Analyze and synthesize data to assess credit risk of portfolio loans- Conduct company, industry, and market analysis to further assess borrower credit quality and broader context of current opportunity- Perform market and industry analysis to understand macroeconomic and industry drivers- Evaluate management team of borrower to determine stability of leadership and capability of management to achieve project goals- Assess value and risk associated with any collateral used to back the loan- Specify the loan’s risks and mitigants based on financial analysis and a further assessment of the borrower and the larger context - Synthesize and communicate results of analysis to involved parties (e.g., relationship manager, credit officer, borrower)- Present analysis regarding reviews and quarterly monitoring forms to relationship managers, credit officers, and other approval authorities, as needed- Distribute results of analyses so as to ensure accurate coding of pertinent loan data on the Bank’s core systems- Transfer loans to the Special Assets Group when the quality of a loan deteriorates beyond a specified credit rating,Typical Work Experience:Undergraduate business degree (accounting or finance preferred) with a minimum GPA of 3.0 OR MBA from an accredited university (finance concentration preferred).3+ Years experience in real estate credit functions such as  financial statement, lending analysis, underwriting or loan review.

Job Title: Sr Risk Manager, Carrier & Otis Company: UTC - CORP Location: Hartford, CT Description: United Technologies Corporation, a Fortune top 50 company is a dynamic global corporation operating at the leading edge of commercial and military aviation, aerospace systems, climate control, elevator design, security and fire protection as well as hydrogen fuel cell development Provide direction to Carrier and Otis business units on a global basis as they relate to insured and non insured liability and property risk exposures. Provide support/guidance to Carrier and Otis to develop loss control and mitigation programs that eliminate or reduce the risk of hazard loss to them.Understand and communicate to the Planning and Controller functions risk financing mechanisms to include premium costs, broker fees, TPA costs, global allocation models and actuarial analysis of deductible exposures.Provide leadership and exceptional customer service and outcomes as it relates to Risk Management processes within both businesses:o Asset Protectiono Claim Management - Supervise this position for entire departmento M&A (Integration)o Contract Reviewso Risk Finance supporto Cost Forecast supporto Risk Analyst support - Supervise this position for entire departmentManage brokers, insurers and TPA's of the corporation's to assure continuity of the programs and quality of risk management services provided to the Business Unit.Lead and implement various sub process improvement efforts utilizing ACE; UTC's global operations and quality system.Become a member of each business units Finance Council. Provide periodic updates on all relevant Risk Management issues to each CFOOther duties as necessary to put in place a leading global Risk Management program for Carrier and Otis. Bachelor's degree required, MBA preferred 7 years of Risk Management experience or significant UTC & BU experiences Industry designation(s) a plus Detail oriented Analytical thinker Superior communication skills Ability and desire to use ACE tools ACE Associate Certification within first 12 months of employment Exceptional attitude and work ethic United Technologies Corporation is An Equal Opportunity/Affirmative Action Employer.

Job Title: Credit & Portfolio Risk Manager Company: Citigroup Location: New York, NY Description: Key Responsibilities:The candidate will be an integral member of the FIRM Hedge Fund Credit Risk Team, and will be actively engaged in evaluating hedge fund credit risk by analyzing trading activity and ensuring Citi's exposure remains in-line with established risk guidelines.Performing "deep analytical dives" on the FIRM hedge fund portfolio, and preparing high-quality presentations to senior management.Partner with colleagues in the business to on-board new hedge fund accounts.Interacting with diverse groups across Risk, Business, Finance, Operations and Technology.Participating in stress testing of hedge fund portfolios.Development Opportunities:Gain knowledge of hedge fund industry and risk management practices.Develop understanding of financial market instruments and their inherent risks.Opportunity to expand responsibilities with time and assist with risk coverage of FIRM Hedge Fund Portfolio.Gain knowledge of all capital market products.

Job Title: Federal Business Risk Manager Company: Deloitte Location: Washington, DC Description: Federal Business Risk Manager Location: Washington, District of Columbia Firm Service: Enterprise Risk Services Reference Code: E10WAKEMGRBM030-RG Type of Position: Full-time Job Description Deloitte & Touche LLP's ("Deloitte & Touche's") Audit and Enterprise Risk Services (AERS) business has a risk-based approach, experienced professionals, comprehensive methodologies, and technical resources. Deloitte & Touche's services combine competency and experience in the areas of financial reporting, risk management, and compliance. Business Risk The Business Risk ("BR") service area is comprised of professionals that possess competency and experience in the areas of risk management, business and operational processes, internal auditing, financial reporting and other internal controls, and regulatory compliance.  Business risk professionals use these skills to assess, analyze, and improve the effectiveness and efficiency of governance, financial and operational control processes,  offer recommendations to improve operations, and assist clients with enterprise risk and compliance activities. Federal Practice - Deloitte & Touche LLP Deloitte & Touche's dynamic Federal Practice based in Washington D.C. and the surrounding Metropolitan area has opportunities for you to become part of their high-quality team that delivers innovative solutions to key Federal clients in audit and accounting, financial management and business process improvement. Federal Business Risk Managers must possess the following required qualifications: ·         9+ years of experience in Federal accounting, financial management, audit, internal controls and/or budget ·         Demonstrated experience with managing day to day aspects of Federal client relationships and projects.   ·         Demonstrated technical excellence, ability to lead and manage significant client engagements  ·         Must possess a consultative orientation and ability to deliver a broad range of innovative and value-added services ·         Proficiency with Microsoft Excel, Word, and PowerPoint  ·         Public accounting or audit experience in a professional services firm preferred ·         Candidates must be eligible to receive a Federal security clearance. Candidates that already possess an active Federal security clearance highly preferred.       Functions of the job: Will have the responsibility for quality of Federal Business Risk client deliverables, mentor and develop junior staff and develop client network.  Must be flexible with the travel requirements of client service projects. Candidates must also possess: BS/BA  with a preferred concentration in Economics, Finance, or Accounting.  MBA highly preferred. High quality verbal and written communication skills are required Be a self motivated individual that possesses excellent time management and organizational skills Strong analytical and briefing skills Position is based in our Washington DC office. Candidates must be open to travel to client site.  About Deloitte As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.Deloitte LLP and its subsidiaries are equal opportunity employers.

Job Title: Region Credit Portfolio Mgr 2 Company: Suntrust Location: Tampa, FL Description: Duties and Qualifications Responsible for the financial analysis, risk assessment and credit structure recommendation for Commercial LOB credits greater than $2.5mm.  Completes in depth analysis of financial data and other information provided by the client and/or the RM.  Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor and industry risks and trends.  Summarizes recommendations with supporting financial reports, confers with RM, and presents to the Region Commercial Credit Portfolio Manager or Region Credit Officers for final loan authorization.  Monitors an assigned credit portfolio and completes annual reviews; maintains a thorough understanding of the content and aggregate risks within the portfolio, trends and other key statistics. Collaborates with the Segment 2 RM to identify credit worthy prospects within targeted markets and assists in the prioritization relationship calling strategies.  The Region Manager will have credit authority to approve loans and is responsible for selection, management and retention of the team. Responsibilities: With Regions with greater than $1B in average outstanding commercial loan balances, has direct management responsibilities for the team of Commercial Portfolio Specialists and Managers (hire, fire, discipline, promotion, pay decisions, etc.) The Region Manager will have credit authority to approve loans. Handles the most sensitive or complex credit analysis/portfolio management.  Partners with Segment 2 Sales Managers to ensure superior client service, achievement of revenue objectives while maintaining adherence to the Banks credit policies. Coaches and provides training to a staff of professionals of varying skill levels with respect to individual client and portfolio risk management disciplines. Has achieved a mastery level knowledge of the risk acceptance criteria and local market dynamics. Minimum Requirements: Bachelors or Masters Degree in Accounting or Finance or in a related field, or an equivalent combination of education and experience. 7+ years demonstrated financial services experience with banking products in large markets or with portfolios of the most complexity or 5 years commercial portfolio management. Preferred Requirements: MBA or advanced degree or 8 -10 years of SunTrust Credit experience

Job Title: Portfolio Manager Company: Capital One Location: New York, NY Description: • Manage a portfolio of Community Development construction and permanent loans and low-income housing tax credit (LIHTC) fund investments from pre-closing to repayment or end of term. • Monitor loans for compliance with terms and conditions. • Monitor repayments and research and resolve past due loan issues. • Collaborate with Loan and Investment Administration to review and approve periodic construction loan advances, with particular attention to sources of funds, and resolve complex administrative issues. • Perform quarterly review of the progress of construction projects including post-closing issues, sources and uses of funds, lease-up or sales and conversion to permanent finance. • Manage modifications and extensions of loans; collaborate with the workout team, if necessary. • Review and make recommendations about risk ratings. • Collaborate with Loan and Investment Administration and legal counsel to complete the conversions of construction loans to permanent loans. • Monitor LIHTC fund investments by review of Syndicator fiscal health and competency, fund watchlist and variance from initial yield. • Support accounting function by monitoring LIHTC fund benefit schedules, financial statements and Schedule K-1s. • Perform annual Asset Reviews, or more frequently, as needed, including site inspections and guarantor analysis. Basic Qualifications: • Bachelor's Degree • 3 years of experience in the underwriting and/or portfolio management of commercial real estate and/or community development construction loans or LIHTC fund asset management. Preferred Qualifications: • 5+  years of experience in the underwriting and/or portfolio management of commercial real estate and/or community development construction loans or LIHTC fund asset management. • Strong oral and written communication, presentation and influencing skills with a high level of attention to detail. • Completion of credit training program. This position can be located in Houston, TX, New York, New York, or McLean, Va. Capital One will not file non-immigrant visa petitions for alien workers. As a recipient of TARP funding subject to the ARRA, Capital One will not sponsor new H-1B petitions or transfer existing H1B visas for new hires to Capital One.