Portfolio Manager Jobs

Job Title: Sr. Portfolio Manager Company: Fifth Third Bank Location: Traverse City, MI Description: Employment Type: Regular Full/Part Time: Full Time FLSA Status: Exempt Division: Investment Advisors Location: FIFTH THIRD CENTER-MICHIGAN, TRAVERSE CITY, MI GENERAL FUNCTION: Directs a significant portion of the individual or trust account business activities, including direct management of client assets and supervision of Portfolio Managers. Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts DUTIES AND RESPONSIBILITIES: Manages a team that develops satisfied clients and new sources of asset management revenue through frequent contact. Personally handles those portfolios/relationships of some of the largest and most complex client accounts. Sets goals and expectations for and supervises the work of all levels of Portfolio Manager. Consult with major client relationships to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement for each relationship. Ensures that Portfolio Managers are fulfilling their role of providing investment management, client service and sales support and are acting within established guidelines. Work with management to develop business strategies, policies and procedures. Maintain awareness of new investment strategies, trends, techniques and products through regular contact with other industry professionals and bring raise new ideas to management. Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed. Ensure that all established investment policies and procedures are adhered to. Be aware of any changes in the areas of risk management and compliance that would result in a necessary change in policy. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.     Job Requirements   KNOWLEDGE & SKILLS REQUIRED: Bachelor's degree in a related field required, and the successful candidate is likely to have an advanced degree, such as an MBA or CFA. Generally, the incumbent should have ten or more years experience involving money management, and if a management position, staff management and departmental administrative responsibilities. Solid communication skills are required for this position.

Job Title: Risk Analysis Portfolio Manager - Automotive Finance Company: Automotive Personnel, LLC Location: Fountain Valley, CA Description: Portfolio Risk Analysis Manager - automotive captive lender Risk Analysis Portfolio Manager Great opportunity to join captive automotive lender - that is growing! Our client is seeking an experienced Portfolio Risk Analysis Manager. This high visibility position is responsible for monitoring portfolio performance through standard and ad/hoc portfolio analysis/reporting, throughout the customer life cycle, and improve operational portfolio performance through implementation of new applicant and behavioral scoring models, benchmark process flow studies, competitor analysis, forecasting, audit and communication/training. Essential Duties and Responsibilities: Monitor, track and make recommendations on portfolio performance Improve process flow through new and emerging technology Maintain and monitor risk based pricing in conjunction with Finance Department objectives Provide oversight to the company compliance program Perform statistical analysis and ad/hoc reporting to enhance transparency of the portfolio risk and performances Develop standard risk reports and communicate to Credit Risk Committee on a monthly basis Project management, as needed, to support business initiatives To insure a great fit for both the candidate and client, we are seeking candidates with the following experiences: 10+ years business experience required with demonstrated ability in quantitative analysis and a good working knowledge of lending, collections, and credit risk. Solid written and oral communications skills required. Bachelor’s degree in Business Administration, Accounting, Economics, Finance, Statistics, Computer Science, Management Science or related experience Master’s degree preferred An understanding of statistics Strong PC skills; SQL, Microsoft Access, Excel, Word, Brio, and Relational Database concepts. KnowledgeStudio a plus Prior scorecard and statistical model development experience is a plus The ability to understand business objectives and their relationship to the importance of individual projects Ten (10) or more years of relevant experience including seven (7) years of portfolio risk analysis, Automotive Finance industry preferred Contact the nation's leading automotive financial recruitment firm - Automotive Personnel, LLC - in confidence Don Jasensky Register to View x21 Register to View www.searchpro1.com

Job Title: REAL ESTATE PORTFOLIO MANAGER - Manhasset, NY Opportunity Company: First Sterling Financial, Inc. Location: Manhasset, NY Description: REAL ESTATE PORTFOLIO MANAGERSuperior Manhasset, NY Opportunity Join our Seasoned Asset Management Team! If you are looking for a dynamic, team oriented environment- submit your resume today for immediate consideration and jump start your career in FINANCE / REAL ESTATE. First Sterling is a nationally recognized leader in the syndication of affordable housing investments with a portfolio of over 600 multifamily properties nationwide. Due to continued growth, we seek an Asset / Portfolio Manager to join our Asset Management team for an exciting leadership opportunity. Ideal candidate has experience dealing with multifamily property operations as well as significant hands on management experience and ability to deal with investors on a nationwide portfolio of properties.  Strong written, analytical and communication skills required. Requirements:5+ years Real Estate experience in the Management, Operation, and/or Financial Assessment of Multifamily HousingBS/BA required, advanced degree a plusAbility to lead and manage a teamSuccessful track recordStrong written and verbal communication skills First Sterling offers a competitive salary and benefit package and a summer hours program. For immediate consideration and additional information please apply online or email directly to Register to View or fax: Register to View . Any candidate being considered will be contacted within 3 days of application. Thank you in advance for your interest.

Job Title: Client Service/Portfolio Manager (Investment Management) - Company: Location: los angeles, CA Description: Long established (50+ years) Los Angeles firm is seeking an individual to interface with clients regarding their investment portfolios. A Bachelors or Masters degree in Economics, Finance or a related field is required, as well as some experience in an investment management firm or bank trust department with client service responsibilities. You would be expected to work toward obtaining a C.F.A. designation. Location: Los Angeles Compensation: Competitive salary based on experience. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

Job Title: Commercial Credit Analyst, Portfolio Manager - Cincinnati, OH Company: US Bank Location: Cincinnati, OH Description: The Credit Analyst Portfolio Manager will have primary responsibility for the ongoing management of a commercial loan portfolio that would include approximately 35 or more lending relationships.   RESPONSIBLITIES:   -Underwrite loans, manages an assigned credit portfolio, manages risks, provides customer services, participates in joint sales calls with assigned Relationship Managers and adds value by making timely anad appropriate responses to prospect or customer credit questions.   -Identify industry trends that create risk for the bank and for the customer.   -Performs financial analysis including forecasting, loan convenant testing and collateral analysis while maintaining appropriate credit quality ratings.    -Monitoring of compliance reports typically used in the field of commercial lending, as well as accurately and effectively communicating with credit approval group, senior management, credit risk assessment and regulators s where appropriate.   -Identify and successfully cross-sell other bank products and make appropriate referrals while working closely with Relationship Manager in a team scenario in order to successfully manage the commercial relationship of the bank's customers.   Your Career is Here. Job Requirements Basic Qualifications - Bachelor's or Master's degree, or equivalent work experience - Seven to ten years of commercial lending experience - Three or more years of management/supervisory experience   Preferred Skills/Experience - Strong commercial lending and underwriting policy and experience. -Understanding all applicable laws, regulations, credit quality standards, company and business line policies and procedures. -Advanced knowledge of credit and credit quality - Well-developed analytical and problem-solving skills - Thorough knowledge of bank products and services - Ability to work effectively with individuals and groups in managing customer relationships - Excellent presentation, verbal and written communication skills

Job Title: Technology Risk Manager/Sr Consultant Company: Robert Half Finance & Accounting U.S. Location: Indianapolis, IN Description: Classification: Full Time Compensation: $70000 to $120000 per year An Opportunity that you won't find anywhere else!! Our client, a division of a Fortune 500 company, is seeking a Technology Risk Audit Senior or Manager for a ground floor opportunity that includes as part of its compensation package a Competitive Base + Bonus + Profit Sharing + 401K + Stock Options. This is your chance to become part of a growing Legacy! Responsible for Risk Assessment and Planning Identifying process owners and other key contacts Inventorying available internal controls documentation Responsible for Documentation of Process/Controls and Controls Evaluation Documenting objectives for each process Process mapping including identifying inputs/activities/outputs, sourcing risks and indicating control points Reviewing key performance indicators to evaluate adequacy of controls Assessing effectiveness of control design Design & perform tests to validate control operating effectiveness Responsible for Control Design/Remediation and Implementation Designing controls for gaps found in the internal control environment Revising process documentation to reflect these control improvements Assisting clients in implementing these controls 5+ years of experience in Technology Risk Project management Process orientation Strong communication skills Ability to integrate into a team oriented environment Internal or External Audit experience Flowcharting software knowledge (preferable Visio) Interviewing skills Knowledge of internal controls Communication skills Flexibility to travel Contact Bob Hatcher with Robert Half at Register to View or e-mail to [Click Here to Email Your Resumé] Robert Half Finance & Accounting pioneered specialized financial recruitment and today is the worldwide leader. We specialize in placing professionals on a full-time basis in a variety of areas, including accounting, finance, bookkeeping, payroll, credit & collections, audit and taxation. For six decades we have been matching highly skilled accounting and finance professionals with our clients' positions. Our relationship with industry-leading companies in more than 350 locations around the globe gives you unparalleled access to exciting career opportunities. We encourage you to work with us to find out why FORTUNE magazine ranked us #1 in our industry on the list of America's Most Admired Companies. (Source: FORTUNE, March 19, 2007). Robert Half Finance & Accounting is an Equal Opportunity Employer Job Requirements Intermediate Audit, Financial, Intermediate MS Excel, None, None. By Clicking 'Apply Now' you are agreeing to Robert Half Terms of Use

Job Title: COMMERCIAL PORTFOLIO MANAGER III Company: Fifth Third Bank Location: Louisville, KY Description: Employment Type: Regular Full/Part Time: Full Time FLSA Status: Exempt Division: Commercial Location: FIFTH THIRD CENTER-LOUISVILLE, LOUISVILLE, KY GENERAL FUNCTION: Provide support to relationship managers, with large or Upper Middle Market portfolios that have very complex degree of difficulty, in their daily duties in underwriting and monitoring credit, existing and proposed credit requests, providing high level customer service support, assisting in cross sell effort and performing special projects for the department manager. Prepares documentation required for the processing of loans, reviews status of existing loans, takes appropriate action on loans that are mature or past due, and assists relationship managers in loan closings. ESSENTIAL DUTIES & RESPONSIBILITIES: Supports the Department Manager, Team Leader, and/or Relationship Managers in their sales and credit underwriting efforts including industry and company research, Blue memo preparation and assisting in the sales proposal process, including accompanying the Relationship Managers on customer and prospect calls, and various other sales/customer oriented projects. Completes all requirements of loan bookings, to include all preparation, review, documentation and filing. Develops a working knowledge of all customers, businesses, and prospect opportunities. Responsible for all loan document preparation, including third party document coordination, completion and review. Collects and reviews all required collateral information. Reviews current account status, to include but not limited to, Past Due accounts and Notes Matured. Makes appropriate recommendations for these accounts. Supports the Relationship Manager in monitoring on n on-going basis information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. This will consist of but not be limited to statement, covenant and insurance tracking, Dual Risk Rating updates, and Admin Loan Status Report updated and other commercial scorecard items.

Job Title: Associate Portfolio Manager Company: MoneyCrossing Location: San Francisco, CA Description: Associate Portfolio Manager Responsibilities: Analyze credit and will assist in the management of short term credit and corporate bond fixed income funds. Periodic portfolio rebalancing, risk analysis, attribution analysis and trading. Incumbent acts independently within established investment policy guidelines. Incumbent assists more senior portfolio managers in handling a full set of fixed income portfolios. Requirements: A Bachelor's degree in a business is required. 2 years of work (investment industry preferred) experience.There will be charge of $29.95 per month (or a lower monthly rate based on agreement length) after your 7 day FREE Trial to use our service.

Job Title: Senior Level Program/Portfolio Manager Company: Britstan Technology Location: Oakland, CA Description: This position is for a senior level program/portfolio manager or group manager/director level professional with extensive experience in the area of data intelligence/data warehousing that can manage an enterprise wide marketing analytics program for a large California based Client.This position will be reporting to a Senior Vice President and must have experience presenting to *C* Level Executives on such topics as program status, funding, strategic direction, technical issues future requirements and ROI analysis.Along with dealing with senior management, this position will manage multiple teams/projects, vendors, internal IT and business stakeholders and participate in high level steering committees, governance and PMO teams to help formulate the future direction of business intelligence and to insure compliance with existing and future corporate systems, standards and strategy.Marketing Experience is highly desired, as is experience in deployment of Epsilon Data Analytics or like systems. Financial or insurance sales and marketing experience is also a plus. The contract is expected to run through 2009 and travel will be required between Southern and Northern California

Job Title: Risk Management Specialist Company: Susan Russo Location: Walnut Creek, CA Description: Risk Management Specialist Conducts on-site reviews to determine risk factors. Provides risk management recommendations, interventions and consultation to policyholders regarding risk management issues. Develops and presents and implements risk management services and products, including but not limited to, educational programs focused on lowering and preventing policyholder loss exposures. Acts as technical advisor as needed to risk management specialists. Serves as resource to Risk Management Department for complex risk management issues.  PRINCIPAL DUTIES AND RESPONSIBILITIESIncumbent must have the skills and ability to perform the following essential job duties and responsibilities with or without reasonable accommodation:·        Collaborates with management on the development of strategic planning for the Risk Management Department. ·        Provides leadership regarding planning and developing short-term and long-term departmental and interdepartmental projects as assigned.·        Supports and provides leadership to Risk Management Department through ongoing contributions to enduring and concurrent risk management materials, products, services, group practice and/or hospital programs in conjunction with management. ·        Leads special project teams, including preparation of reports and implementation plans, as requested by departmental management.·        Acts as technical advisor to less experienced Risk Management Specialists for policyholder inquiries, site reviews, reports and presentations.  At management request, provides initial training and ongoing mentoring of Risk Management Specialists.·        Conducts policyholder site reviews and prepares comprehensive reports and recommendations. ·        As assigned based on the complexity of the situation and experience, conduct on-site and clinical interventional risk management visits, prepare confidential reports and give presentations as to the level of compliance with risk management programs and intervention.·        Prepare and present verbal and written Risk Management analysis to the Peer Review Committee and to the Risk Management Committee.·        Responds to individual policyholder risk management inquiries by phone, letter and intra-departmental referrals Researches and provides in-depth analyses of emerging risk management issues in healthcare, medicine, law, government regulatory standards and professional liability. Consults with and acts as an informational resource providing risk management information to company staff, medical societies, and policyholders. Develops and presents programs to groups of physicians, office staff and hospital staff. ESSENTIAL JOB REQUIREMENTS·        Undergraduate degree with major in healthcare-related field. Current state licensure as RN, NP, or PA or Master’s degree.  Additional insurance courses, risk management courses, or risk management designation such as CPHRM or ARM desirable.·        Three to five years’ experience in healthcare field required. This includes direct experience working with healthcare organizations, knowledge of credentialing, quality assurance, medical records management, medical group management, hospital administration, regulatory issues and current health care issues.·        Minimum of three years’ experience in a medical malpractice/risk management environment, including a minimum of one year’s experience with demonstrated proficiency as a Risk Management Specialist  or comparable professional liability insurance company  experience.·        Prior experience in a leadership role, including ability to evaluate and determine project priorities, and work in a team environment. ·        Ability to work independently with minimal direction and supervision. Exercise independent judgment in solving complex problems.·        Ability to research topics, makes recommendations, and communicates to individuals and groups through both oral and written means. ·        Effective presentation skills, including public speaking.·        Available for travel, which could include air travel and extended overnight stays.·        Own or lease an automobile.  Proof of valid California Driver’s license and registration. Able to operate motor vehicle continuously for up to eight hours in any one day.·        Employees must be able to pay for certain business expenses in advance.  Examples include such items as airline tickets, rental cars, hotel deposits, seminar registrations, etc.  Employees are eligible for reimbursement for such expenses through the company’s Expense Reimbursement Policy.    Please submit your confidential resume in a Word document to: Register to View