2,587 Portfolio jobs in the United States

Portfolio Manager/FI Portfolio Management Job #: req33720 Organization: World Bank Sector: Treasury Grade: GF Term Duration: 3 years 0 months Recruitment Type: International Recruitment Location: Washington, DC,United States Required Language(s): Fluency in English required, proficiency in one of other 5 official languages of the UN is a plus Preferred Language(s): Closing Date: 7/30/2025 (MM/DD/YYY) at 11:59pm UTC Description Do you want to build a career that is truly worthwhile? The World Bank Group is one of the largest sources of funding and knowledge for developing countries; a unique global partnership of five institutions dedicated to ending extreme poverty and promoting shared prosperity. With 189 member countries and more than 120 offices worldwide, we work with public and private sector partners, investing in groundbreaking projects and using data, research, and technology to develop solutions to the most urgent global challenges.For more information, visit . The World Bank Treasury Are you inspired by a global mission to endpoverty? Do you want to build a career in finance with a global impact? TheWorld Bank Treasury is one ofthe few places where you can be on the leading edge of finance as it sits atthe only nexus of finance, innovation, and international development. We managethe institution's finances to enable all World Bank operations and lending.Each year, we issue over $50 billion in bonds, prudently manage over $00billion in assets, and process over 7 trillion in transactions. Departments & Teams Treasury has three departments and a compliance and controls team. Learnmore about our organization: . With us, you won't just work in financial markets: you'll help create new ones. The World Bank Treasury launched a global recruitment campaign to attract the best and brightest talent in the world. We encourage you to learn more about Treasury, organization, people and careers at Poverty has no borders, and neither does excellence. With employees based in Washington, Paris, Singapore, Chennai, and Tokyo, the World Bank Treasury represents over 50 nationalities, and our leadership team hails from all regions of the world . We are proud to be an equal opportunity and inclusive employer. We have a dedicated and committed workforce and do not discriminate based on gender, race, ethnicity, religion, disability, sexual orientation, or gender identity. Learn more about Treasury's greatest strength: its diverse and dedicated staff. Duties and Accountabilities: The Portfolio Manager will be part of the Strategy and Sustainability team within the Asset Management unit. The role focuses on credit analysis, idea generation, and portfolio implementation for corporate bonds across the broader Sustainable Fixed Income Strategy for Trust Funds. The Portfolio Manager will apply bottom-up credit analysis, evaluate new investment opportunities, monitor existing holdings, and contribute to strategic investment decisions. Additionally, the Portfolio Manager will ideally support one or more other key responsibilities on the team. Other responsibilities often include programming and data analysis, database construction, task automation, asset allocation, sustainable investing, and impact reporting. 1. Conduct fundamental credit analysis of individual investment-grade corporate issuers across sectors and geographies. 2. Build and maintain financial statement models to track issuer performance, assess creditworthiness, and support valuation analysis. 3. Identify relative value opportunities across the fixed income universe and within the corporate bond market. 4. Monitor issuer newsflow in real time, assess credit implications, and communicate views promptly to the team. 5. Track earnings releases, participate in earnings calls, and translate management commentary into credit insights and portfolio actions. 6. Engage with rating agencies to understand rating drivers, clarify issuer developments, and benchmark internal views. 7. Liaise with dealer counterparties and sell-side research analysts to stay current on market developments and inform investment views. 8. Build and maintain relationships with issuers, including through investor calls and non-deal roadshows. 9. Support internal investment governance processes through written credit memos, issuer summaries, and portfolio reviews. 10. Contribute to tactical asset allocation efforts and thematic research across the Strategy and Sustainability team. 11. Identify and implement efficiencies in the team's daily work processes. 12. Ability to manage multiple complex tasks while delivering high-quality results. Selection Criteria 1. Masters degree in Business, Finance, Economics, Mathematics, Statistics or a related field with minimum 5 years of relevant experience preferably in fixed income functions and/or asset management. A Bachelors degree, together with an additional level of direct relevant professional experience, will also be considered for selection. Internationally recognized professional qualification, such as a CFA, CAIA, FRM, or progress toward one, is a plus. 2. Credit Analysis Experience: Minimum 5 years of experience conducting in-depth, single-name fundamental credit analysis of corporate bonds, ideally investment grade, across sectors and geographies. 3. Financial Modeling and Analytical Skills: Strong proficiency in financial statement analysis and modeling; ability to assess creditworthiness and derive forward-looking credit views using both fundamental and market-based factors. 4. Investment Skills: Proven track record of identifying investment opportunities, assessing relative value, and applying sound investment judgment within a risk-managed framework. 5. Product Knowledge: Familiarity with a broad range of fixed-income instruments, including corporate bonds, government bonds, SSAs, covered bonds, and derivatives such as interest rate swaps, FX forwards, and futures. Experience in direct trading of these instruments is an advantage. 6. Stakeholder Engagement: Proven ability to liaise with external stakeholders such as rating agencies, sell-side analysts, dealer counterparties, and corporate issuers to inform investment views. 7. Communication Skills: Excellent written and verbal communication skills, with a demonstrated ability to produce high-quality analysis and effectively present investment views. 8. Technical Proficiency: Advanced proficiency in Excel and Bloomberg; working knowledge of Python or similar programming tools is a plus. 9. Strong interpersonal skills and ability to collaborate across global teams. 10. Proven capacity to manage multiple priorities, respond to market developments in real time, and maintain analytical rigor under pressure. 11. Strong interest in portfolio management, asset allocation, sustainable investing, and or impact reporting. WBG Culture Attributes: 1. Senseof Urgency – Anticipating and quickly reacting to the needs of internaland external stakeholders. 2. ThoughtfulRisk Taking – Taking informed and thoughtful risks and making courageousdecisions to push boundaries for greater impact. 3. Empowermentand Accountability – Engaging with others in an empowered and accountablemanner for impactful results. World Bank Group Core Competencies The World Bank Group offers comprehensive benefits, including a retirement plan; medical, life and disability insurance; and paid leave, including parental leave, as well as reasonable accommodations for individuals with disabilities. We are proud to be an equal opportunity and inclusive employer with a dedicated and committed workforce, and do not discriminate based on gender, gender identity, religion, race, ethnicity, sexual orientation, or disability. Learn more about working at the World Bank and IFC , including our values and inspiring stories. #J-18808-Ljbffr

Location: Washington, DC (On-Site/Office)

Assist in the pre-acquisition award planning, preparing and maintaining of current and future acquisition requirements, as well as engage in post-award performance monitoring and tracking for legacy and future requirements.

Use knowledge of Federal Acquisition Regulations and policies to advise on program and contractual matters in the acquisition planning stages.

Provide pre-award support drafting task order requirements packages, including requirements documents (statements of work, performance work statements), evaluation criteria, independent government cost estimates, quality assurance surveillance plans, service level agreements, and other acquisition support documentation as required.

Provide post-award review: project tracking and analysis, burn rates analysis, project milestone deliverables, staffing, funds run out dates, and other duties as assigned.

Work across departments and division to gather and understand requirements on programs and potential solutions - business function, user, technology, security, etc.

Provide post-award quality assurance monitoring and controlling: create quality assurance & surveillance plans (QASP) and performance requirement summary matrices (PRSM) and adjust, report, and monitor quality assurance monthly.

Conduct tradeoff, risk, and other critical analyses, and provide recommendations to support the customer programs.

Bachelor's degree required, master's degree or advanced training in management consulting is preferred.

10 years of experience, with 5 providing management and technical direction to project personnel.

Demonstrated experience in multiple IT-related functional disciplines (e.g., two or more of: acquisition/contracts management, business analysis, project management, development, infrastructure architecture, security, quality assurance, etc.).

Expert Microsoft Excel and PowerPoint skills and abilities.

Must have an active/current TS/SCI with CI-Poly or ability to pass a CI-Poly.

DoD and IC experience desired.

Ability to effectively prioritize and execute tasks while under pressure.

Travel will be required within the Washington National Capital Region (NCR) on an as-needed basis for customer or corporate requirements.

$140k - $155k

Health insurance: Medical, dental, and vision plans.

Retirement plans: 401(k) with company match.

Paid time off: PTO and holidays.

Professional development: Tuition assistance for courses and certifications.

Fitness & wellness stipend

Electronic stipend

Applicants with a physical or mental disability, who require a reasonable accommodation for any part of the application or hiring process, may e-mail their request to or call . Determinations on request for reasonable accommodation will be made on a case-by-case basis. Axiologic Solutions and its subsidiaries are an equal opportunity employer, as such we do not discriminate against any employee or applicant for employment as protected by applicable laws.

Join to apply for the Portfolio Manager role at Office of Technology and Solutions Integration

16 hours ago Be among the first 25 applicants

Join to apply for the Portfolio Manager role at Office of Technology and Solutions Integration

This range is provided by Office of Technology and Solutions Integration. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Job Description And Duties

Are you ready to revolutionize Californians lives by championing cutting-edge technology and data initiatives that enhance their access to and utilization of health and human services? If youre passionate about a Healthy California for All, we invite you to join our dynamic team that ensures every Californian is actively informed and effortlessly linked to a comprehensive, inclusive, and equitable array of health and human services tailored to their unique needs. The California Health and Human Services (CalHHS) Office of Technology and Solutions Integration (OTSI) aims to create a workforce and infrastructure that delivers accessible, affordable, and top-notch services for everyone. Were crafting a care-delivery system that respects and addresses the social, cultural, and linguistic diversity of the individuals we serve. As part of our exciting journey, we collaborate with departments to strategize and implement IT and data solutions that support fair, affordable program services.

As a Portfolio Specialist With OTSIs Portfolio Delivery Support Divisions (PDS) Enterprise Solution Alignment Support (ESAS) Unit, Youll Have The Opportunity To

• Act as a strategic advisor, offering project support services and overseeing the planning, development, and implementation of IT Projects and Services for CalHHS departments and offices.
• Drive project planning forward while ensuring it aligns with CalHHS Agency and Statewide requirements, focusing on identifying and mitigating project risks.
• Conduct analyses and impact assessments of project performance, working closely with department project teams to review Project Status Reports (PSRs), Independent Project Oversight Reports, and Independent Verification and Validation (IV&V) Reports. Youll propose recommendations to OTSI leadership on effective IT project risk and issue mitigation strategies.
• Take charge of assigned work related to monthly reporting and help develop, implement, and maintain a framework to monitor the health of the CalHHS IT Project Portfolio.
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries IT Services and IT Consulting

Referrals increase your chances of interviewing at Office of Technology and Solutions Integration by 2x

West Sacramento, CA $100,000.00-$00,000.00 1 month ago

Rancho Cordova, CA 104,563.00- 154,088.00 2 weeks ago

Sacramento, CA 100,000.00- 130,000.00 4 weeks ago

Roseville, CA 80,000.00- 120,000.00 1 month ago

Sacramento, CA 133,300.00- 146,000.00 2 weeks ago

Folsom, CA 85,400.00- 106,200.00 1 week ago

Sacramento, CA 110,000.00- 150,000.00 1 year ago

Folsom, CA 85,400.00- 106,200.00 1 week ago

Roseville, CA 100,000.00- 125,000.00 21 hours ago

Sacramento, CA 10,000.00- 90,000.00 1 month ago

Yolo County, CA 220,008.00- 340,008.00 3 weeks ago

Folsom, CA 39,000.00- 125,000.00 2 days ago

Sacramento, CA 101,500.00- 186,000.00 2 weeks ago

Elk Grove, CA 19,000.00- 23,000.00 1 day ago

Greater Sacramento 130,800.00- 241,000.00 2 weeks ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Portfolio Manager role at United Community

1 day ago Be among the first 25 applicants

Join to apply for the Portfolio Manager role at United Community

Get AI-powered advice on this job and more exclusive features.

United Community is seeking a highly skilled Portfolio Manager . The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio.

What You'll Do

• Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
• Provide credit and sales support to Commercial Lending.
• Analyze complex financial statements and prepare credit analysis packages.
• Serve as a secondary contact on client relationships.
• Identify cross-sell opportunities with new and existing clients.
• Assist in the loan process, including underwriting and closing.
• Prepare commitment letters and review loan documents.
• Assist lenders in their prospecting efforts.
  
  

• Bachelors Degree in finance or accounting preferred.
• 5+ years of experience in commercial lending.
• Proficient knowledge of credit policy, banking regulations, and loan documentation.
• Ability to analyze complex financial statements and tax returns.
• Strong interpersonal and communication skills.
• Excellent organizational and time management skills.
• Ability to work effectively within the company's credit culture.
• Proficiency with in-house financial reporting applications, including Navigator.
• Good mathematical, reading comprehension, and writing skills.
• Participation in required compliance training.
  
  

• Must be able to pass a criminal background & credit check
• This is a full-time, non-remote position
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

Referrals increase your chances of interviewing at United Community by 2x

Get notified about new Portfolio Manager jobs in Raleigh, NC .

Raleigh, NC $150,000.00-$50,000.00 1 month ago

Raleigh, NC 340,000.00- 380,000.00 2 days ago

Raleigh, NC 85,000.00- 90,000.00 21 hours ago

Cary, NC 102,387.00- 176,946.00 1 week ago

Apex, NC 145,000.00- 170,000.00 2 weeks ago

Raleigh-Durham-Chapel Hill Area 1 day ago

Apex, NC 145,000.00- 170,000.00 2 weeks ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Based in Northern, VA, Axiologic Solutions LLC has opportunities for you to become part of our high-quality team delivering innovative solutions to key federal clients. We are currently seeking a Portfolio Manager to provide project management and acquisition planning support for customer projects in the DoD and IC community.

Responsibilities:

• Assist in the Pre-Acquisition Award planning, preparing and maintaining of current and future acquisition requirements, as well as engage in Post-Award performance monitoring and tracking for legacy and future requirements.
• Use knowledge of Federal Acquisition Regulations and policies to advise on program and contractual matters in the acquisition planning stages.
• Provide Pre-Award support drafting Task Order Requirements Packages, including requirements documents (Statements of Work, Performance Work Statements), Evaluation Criteria, Independent Government Cost Estimates, Quality Assurance Surveillance Plans, Service Level Agreements, and other acquisition support documentation as required.
• Provide Post-Award review: Project tracking and analysis, burn rates analysis, project milestone deliverables, staffing, funds run out dates, and other duties as assigned.
• Work across departments and division to gather and understand requirements on programs and potential solutions business function, user, technology, security, etc.
• Provide Post-Award Quality Assurance monitoring and controlling: Create Quality Assurance & Surveillance Plans (QASP) and Performance Requirement Summary Matrices (PRSM) and adjust, report, and monitor Quality Assurance monthly.
• Conduct tradeoff, risk, and other critical analyses, and provide recommendations to support the customer programs.

Education and/or Experience, and Other Qualifications:

• Bachelor's Degree required, Master's degree or advanced training in management consulting is preferred.
• 10 years of experience, with 5 providing management and technical direction to project personnel.
• Demonstrated experience in multiple IT-related functional disciplines (e.g., two or more of: Acquisition/Contracts Management, Business Analysis, Project Management, Development, Infrastructure Architecture, Security, Quality Assurance, etc.).
• Expert Microsoft Excel and Power Point skills and abilities.
• Must have an active/current TS/SCI with CI-Poly or ability to pass a CI-Poly.
• DoD and IC experience desired.
• Ability to effectively prioritize and execute tasks while under pressure.

Travel Requirements:

• Travel will be required within the Washington National Capital Region (NCR) on an as-needed basis for customer or corporate requirements.

Salary Range: $140k - $155k

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Summary

Makes and services a wide variety of loans, commercial real estate loans or lines of credit, most of which involve large amounts of money and important customers. The Portfolio Manager is responsible for identifying, soliciting and retaining existing commercial business relationships and/or commercial real estate relationships including loans and deposits as well as other services and products offered by the Bank. The Portfolio Manager must work independently, with or through the management of the Department sales and service efforts to ensure retention of existing relationships as well as the growth of these relationships. The incumbent is involved in the analysis of customer/prospect business finances needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests. The incumbent is responsible for managing a portfolio of customers and is required to expand the existing relationships, attract new relationships, and analyze customers banking needs for the suitability of all bank products and services.

Essential Duties & Responsibilities

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Exercises discretion and independent judgement in presenting complex solutions to existing customers and prospects. Must have a complete understanding of complex and multifaceted financial products and services.
• Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
• Rejects loans by explaining deficiencies to customers.
• Participates in all Department functions necessary to contribute to the achievement of Department earnings and growth objective that can be measured and actively participates in various community and civic activities.
• Contributes significantly to meeting or exceeding the Departments budgetary goals and ensures that deposit, loan and net income goals are met.
• Works independently, with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed.
• Is compliant with all CBB policies and procedures to ensure a passing or better, Audit.
• Works independently, with or through the manager to ensure the Banks CRA policies and objectives are met for its assigned service area.
• Works independently, with or through Management of the Departments sales and service efforts to ensure retention and growth of existing relationships.
• Manage personal sales efforts that meet or exceed Department goals with a specific production goal based on experience.
• Provide, present and promote The Citizens Experience to all external and internal customers.
• Other duties as assigned.
  
  

• Deploy and manage proprietary trading strategies across global markets.
• Leverage the firm's infrastructure and capital to optimize performance.
• Collaborate with a core team to share insights, tools, and best practices.
• Maintain clear communication and reporting in a remote-first environment.

• Proven Track Record: Demonstrated success in consistently profitable trading strategies.
• Independent & Entrepreneurial: Comfortable operating autonomously while contributing to a collaborative culture.
• Strong Communicator: Able to clearly articulate strategy, risk, and performance remotely.
• Scalability Mindset: Experience or ambition to scale strategies with additional capital and infrastructure.
• Asset Class Flexibility: Open to traders across:
  • Futures
  • FX
  • Fixed Income
  • Commodities (e.g., natural gas, oil, metals)
  • Equity Options (excluding single-name equities)

• Capital & Autonomy: Flexible capital allocations ranging from $1M to $25M+ , based on strategy strength and track record.
• Attractive Payouts: Competitive profit-sharing model with quarterly payouts and performance-based scaling.
• Technology & Infrastructure: Direct exchange connectivity, robust tech stack, and support for discretionary, grey-box, or algorithmic strategies.
• Supportive Environment: Flat organizational structure, direct access to leadership, and a strong sense of community.
• No Capital Constraints: For high-performing strategies, capital is not a limiting factor.

• Stand-alone PMs or small teams with a clear edge.
• Traders with mid-frequency or hybrid strategies.
• Professionals seeking a platform that values performance, transparency, and partnership

East West Bank is currently seeking a Portfolio Manager for our Fund Finance business in the Eastern U.S region. This individual will work with the Managing Director of the Eastern region and other team members in structuring, underwriting and managing a portfolio of loans within the Fund Finance space. Main differentiating factor as seniority increases is the "consultative" approach this PM demonstrates when dealing with their clients and internal constituents. This position handles needs for a wide array of borrowers with different credit structures and depository requirements. Must have experience in underwriting loans within the Fund Finance space.

• Assist Relationship Manager in underwriting, managing and structuring fund financing loans including capital call lines, management company lines, NAV facilities and hybrid facilities, according to the Bank established guidelines and policies.
• Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.
• Co-manage commercial relationships by analyzing financial data to determine the merits of specific loan requests and recommend structure as well as aggressively managing the client relationship.
• May make presentations on specific loans and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits.
• Analyze and create financial loan write-ups to generate new loans.
• Assist in accurately risk rating loans/credits.
• Manage the renewal process by working with the Relationship Manager, the client and the credit department including increase/amendment/waiver.
• Partner with the Relationship Manager as the point of contact for the client; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners.
• Work with credit analysts in reviewing existing credits.
• Ongoing monitoring of credit/Covenant Compliance.
• Develop problem loan credit solutions.
• Responsible for credit risk and quality of the portfolio.
• Ensure the portfolio administration and risk management of each client relationship is in compliance with established EWB credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
• Perform other administrative duties required for the maintenance of a portfolio of clients.
• Perform other duties and special projects as needed.

• Bachelor's degree or combination of education and directly related experience.
• Has 10 plus years of banking experience with direct portfolio management experience.
• Demonstrates strong underwriting and projection skills.
• Has strong understanding of credit policy and procedures and is able to accurately risk-rate loans/credits, evaluates both cash-flow and collateral-based loans/credits.
• Has strong knowledge in fund finance loans.
• Must be proficient in Excel for purposes of financial modeling.

The base pay range for this position is USD $80,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Artisan Partners' EMsights Capital Group seeks an experienced portfolio specialist to represent the strategies managed by the team. The portfolio specialist will primarily interact with the investment team along with prospects and clients, investment committees, boards and others to support new business opportunities and service clients through investment discussions, portfolio reviews, market reviews and investment solution positioning and performance reviews. The ideal candidate has deep knowledge of emerging markets debt, the competitive landscape and global asset management trends. The ability to support the team's growth with a proven sales record to identify and win new business is a plus.

Location: Boston, MA

Base Salary Range: $150,000 - $200,000

Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

The candidate can expect to:

• Serve as a trusted advisor to the portfolio managers and partner to the business leader
• Identify, develop and cultivate a high quality, sophisticated client base across distribution channels, and geographies
• Preserve investment team time by providing product specialist services, cultivating and maintaining an intimate understanding of the portfolio and investment philosophy and process
• Provide support to the existing client base via routine and ad hoc client service efforts; ability to independently communicate performance attribution, portfolio design and structure, asset allocation and security selection
• Monitor and actively report on competitor and product trends
• Act as a liaison between the distribution team and marketing support teams regarding client requests, new business development (Finals/Request For Proposal/Request For Information, etc.), cash flows and marketing materials
• Partner with team's investment writer to contribute to commentary and thought leadership, with a mind for continual enhancement of messaging
• Assist in the ongoing monitoring of industry publications and news to identify potential investors and new search activity
• Collect and communicate portfolio/market information and client background to head of business development in preparation for client/prospect/consultant meetings. (i.e., attribution, presentations, portfolio updates, etc.)

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

• At least 10 years of experience at a buy side firm with a combination of portfolio specialist and sales experience
• Deep knowledge of the emerging markets debt space and investment strategies
• Effective communication skills to clearly articulate the team's investment process, differentiated approach and competitive edge
• Strong interpersonal skills to cultivate relationships internally and externally
• Entrepreneurial approach with a desire to build a top-tier investment franchise
• Demonstrable sales success through persistence, creativity and commitment to a shared vision
• Ability to travel on a regular basis; domestic and global (25%)
• CFA and/or MBA is strongly desired
• FINRA Series 3, 7 and 63 licenses are required for the role (or obtained within initial 6 months of employment)

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.