2,520 Portfolio jobs in the United States

Job Summary

We are seeking a highly experienced SBU Head - Insurance and Financial Services, with over 20 years of experience in strategic leadership sales service and marketing. The ideal candidate will have a proven track record in driving business growth leading cross-functional teams and achieving organizational goals. This hybrid role requires a deep understanding of the sales service and marketing domains to ensure the successful execution of business strategies.

Responsibilities

* Lead the strategic planning process for the SBU ensuring alignment with overall company objectives and market trends.
* Oversee the development and implementation of sales service and marketing strategies to drive business growth and profitability.
* Provide direction and support to cross-functional teams to ensure the successful execution of business plans and initiatives.
* Develop and maintain strong relationships with key stakeholders including customers partners and internal teams.
* Monitor and analyze market trends competitor activities and customer needs to identify opportunities for growth and improvement.
* Ensure the effective management of resources including budget personnel and technology to achieve business objectives.
* Drive continuous improvement in sales service and marketing processes to enhance efficiency and effectiveness.
* Collaborate with other business units to identify and leverage synergies and best practices.
* Ensure compliance with all relevant regulations policies and procedures.
* Provide regular updates and reports to senior management on the performance of the SBU.
* Foster a culture of innovation collaboration and excellence within the team.
* Support the professional development of team members through coaching mentoring and training.
* Represent the company at industry events conferences and other external engagements.

Qualifications

* Must have extensive experience in strategic leadership with a proven track record of driving business growth and achieving organizational goals.
* Should have deep domain expertise in sales service and marketing with a strong understanding of market trends and customer needs.
* Must possess excellent communication negotiation and relationship-building skills.
* Should have a strong analytical mindset with the ability to analyze data and make informed decisions.
* Must be able to work effectively in a hybrid work model with the ability to collaborate with remote and on-site teams.
* Should have a strong commitment to continuous improvement and innovation.

Salary and Other Compensation:

Applications will be accepted until March 17, 2025.

The annual salary for this position is between $187,500- $254,000 depending on the experience and other qualifications of the successful candidate.

This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans.

Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:

* Medical/Dental/Vision/Life Insurance
* Paid holidays plus Paid Time Off
* 401(k) plan and contributions
* Long-term/Short-term Disability
* Paid Parental Leave
* Employee Stock Purchase Plan

Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.

The Cognizant community:

We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive.

* Cognizant is a global community with more than 300,000 associates around the world.
* We don't just dream of a better way - we make it happen.
* We take care of our people, clients, company, communities and climate by doing what's right.
* We foster an innovative environment where you can build the career path that's right for you.

About us:

Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant (a member of the NASDAQ-100 and one of Forbes World's Best Employers 2024) is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.

Disclaimer:

Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Location: Golden, CO (or Golden, CO preferred)

Hours : Full Time

Company Description

The FOCUS Mission Foundation exists to support the work of FOCUS. FOCUS is a Catholic collegiate outreach whose mission is to share the hope and joy of the gospel to college and university students. Trained in Church teaching, prayer, sacred Scripture, evangelization and discipleship, FOCUS missionaries encounter students in friendship where they are, inviting them into a personal relationship with Jesus Christ and accompanying them as they pursue lives of virtue and excellence. Through Bible studies, outreach events, mission trips and one-on-one discipleship, missionaries inspire and build up students in the faith, sending them out to spread the good news and to live out the Great Commission: Go, therefore, and make disciples of all nations (Mt. 28:19).

Position Mission

Under the direction of the Director of Prospect Development, the Portfolio Manager will have a crucial role in the success of FOCUS' Mission Development efforts. They will ensure the successful execution of individual action plans for principal gift prospects, prepare analysis for portfolio review sessions and key benefactor reviews, and ensure high quality touchpoints for all assigned major benefactors. Our chances of success depend on the strength of our relationships with supporters and potential supporters, which is only done with excellence when a good plan is executed and results are analyzed regularly. Thus, the role of the Portfolio Manager will be crucial to FOCUS' efforts to raise the necessary funds to bring the Gospel to the world.

Position Responsibilities:

Prospect Management

• Have at least one weekly meeting with your area director/VP to
• For the assigned region or principal officer, manage prospect assignments, ensuring the right benefactors are being assigned/unassigned and then engaged with the appropriate frequency
  • o Assist Area Director of Philanthropy in constructing individual action plans for top benefactors in each region
  • o Manage and drive action plans to ensure all benefactors have increased engagement and are brought closer to Christ and the mission of FOCUS
• Work with Director of VIP and Benefactor Engagement to identify opportunities for Key Volunteers to assist with assigned prospects

Portfolio Metrics

• Analyze movement of prospects towards qualification and solicitation Assist & drive regular portfolio review sessions, ensuring good prospect penetration and qualification/disqualification of all assigned benefactors
• Assist & drive regular portfolio review sessions, ensuring good prospect penetration and qualification/disqualification of all assigned benefactor

Operations

• Responsible for assisting all area officers with CRM and technology related questions
• Ensure all prospect data (opportunities, call reports, prospect status and classification updates, etc.) is accurate and up to date for area benefactors, with more hands-on attention paid to the top 100 benefactors
• Work with Sr. Manager of Events to collaborate and execute on relevant local events (curating prospect/invite lists, assisting in RSVP process, uploading event information to CRM)
• Work with Communications Manager to ensure proper and pointed communication plans are being followed for assigned benefactors (included/excluded for direct response pieces, quarterly "On Mission" newsletters, etc.)
• Work with MD Communications team as needed to gather relevant information to share with benefactors upon request
• As a liaison to the Stewardship Coordinator, help hold officers in the region accountable for timely acknowledgment of gifts, stewardship reports, and monthly pledge reminders to ensure that benefactors feel stewarded beyond their expectations (personal and creative touchpoints). Perform quick research as needed on benefactors; otherwise, work with Sr. Researcher for in-depth research

Qualifications

• A practicing Catholic or Christian in good standing with the Catholic Church. There is no other background, qualification, or experience that can substitute for this requirement
• 3+ years of experience working in fundraising/philanthropy
• Strong computer skills
• Proficient knowledge of at least one CRM tool
• Proficient knowledge of Excel highly desired

Compensation & Benefits

For this role, we anticipate paying $60,000 - $70,000/year . (This role is also eligible for bonus pay.) This range is an estimate. The actual amount may be higher or lower than the provided range and will be adjusted based on various factors including qualifications, experience, abilities, geographic location, and duties.

As a FOCUS Mission Foundation staff member, you and your family will have access to several benefits that are designed to help care for the whole person and make your career with us rewarding. You will receive:

• Medical, Vision and Dental insurance
• Ability to contribute to a Health Savings Account
• Employer-provided life insurance
• Long-term disability insurance
• Option to purchase additional life insurance for yourself, your spouse and your child(ren)
• 403(b) retirement plan with a discretionary employer-match for eligible staff
• Option to purchase LifeLock Identity Protection
• Integrity-based Paid Time Off
• Paid parental leave
• We observe many paid holidays recognized by fellow Americans and also some of the feast days of Holy Mother Church. In addition, we recognize the Sacred Christmas Respite by closing the office from December 24-January 1 each year.

Eligibility for benefits depends on the type of position you hold (full-time, part-time or temporary), and your tenure with FOCUS Mission Foundation. Specific benefits may change at our discretion.

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.
  
  

Requirements For Success

• 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.
  
  

Conditions Of Employment

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

Ready to take your career to the next level? Apply now and become a vital part of our team!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Banking

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Portfolio Manager

Join our Property Management where professional growth meets a positive and supportive work environment. As a leading community management firm, GHCM is dedicated to providing quality service through an experienced and knowledgeable team. Our unique policies, up-to-date financial and management reports, and emphasis on training and leadership skills set us apart in the industry.

If you are a professional seeking a dynamic career with opportunities for growth, learning, and a supportive work environment, GHCM welcomes you. Join us and be a part of our journey to excellence in community management.

Join us as a Portfolio Manager and lead the effective management of our diverse property portfolio. Operating within the framework of relevant laws and regulations, you will be instrumental in ensuring the seamless functioning of our properties, reducing delinquency, and delivering exceptional service to our stakeholders.

CMCA AND AMS ARE REQUIRED FOR CONSIDERATION.

Responsibilities

Administration - Financial Reporting & Budget Administration:

• Maintain meticulous records for each property in the portfolio.
• Prepare comprehensive Monthly Management Reports for the Board of Directors, including site inspection reports and budgetary details.
• Act as the primary liaison for the Board of Directors, enforcing all Association regulations and policies.
• Facilitate competitive bidding for all contracts as per the Board's decisions.

Capital Improvements & Physical:

• Provide recommendations to the Board regarding property improvements and necessary repairs.
• Oversee budget implementation and authorize necessary expenditures.
• Monitor and maintain the physical elements of the properties, ensuring energy efficiency and compliance.

Personnel:

• Supervise on-site staff, ensuring all responsibilities are met efficiently.
• Coordinate with higher management on personnel needs and training requirements.

Property Maintenance:

• Negotiate contracts and maintain contract analysis for all associations.
• Conduct regular inspections of buildings and grounds, ensuring compliance with maintenance schedules.
• Monitor contractor activities, ensuring work quality and adherence to warranties.
• Oversee incident/accident reports, insurance claims, and potential litigation as per the Board's direction.

Public Relations:

• Provide guidance and support to the Board of Directors in property operations.
• Serve as the main point of contact for owners, government bodies, and external stakeholders.
• Represent GHCM in various capacities and contribute to business development efforts.

Qualification:

• Strong background in customer service.
• Excellent written and verbal communication skills.
• Ability to effectively communicate and motivate employees in association management.
• Preferably hold a college degree or equivalent certification.
• Preferred Certified Manager of Community Associations (CMCA) designation.
• Full working knowledge of GHCM operating policies and Microsoft Office products.
• Familiarity with third-party software used by GHCM and internet usage.

Physical Demands and Work Environment:

• Ability to navigate properties and stairs as required.
• Effective communication skills both verbally and in writing.
• Ability to interpret and convey detailed instructions accurately.
• Ability to use a computer and handle general office tasks.
• Ability to lift up to 25 pounds for various tasks.
• Comfortable working in both indoor and outdoor environments, including property inspections.

Benefits:

• Medical, Dental, Vision Insurance
• 401K Match

Portfolio Manager

Anywhere

Type: Contract-to-Hire

Category: Program/Project Management

Industry: Healthcare

Workplace Type: Remote

Reference ID: JN -

Date Posted: 08/04/2025

Shortcut:

• Description

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Description:

100% Remote

Our client has an exciting opportunity for a Portfolio Manager-Veteran's Affairs. This is a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring portfolio alignment to the customers mission, optimizing resource allocation, managing risk, and delivering measurable business value.

Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $80 - $0 / hr. w2

Responsibilities:

Customer Partnership & Strategic Alignment

• Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the VAs strategic roadmap.

• Participate in PI planning, governance, and operational forums to represent the portfolio and influence enterprise outcomes.

Delivery Leadership Across Programs

• Oversee execution of 4 product lines and 30+ concurrent projects, ensuring delivery meets or exceeds expectations for quality, timeline, and customer satisfaction.

• Lead and mentor 5-10 direct staff, while providing oversight of a team of over 100 project team professionals.

Provide leadership and oversight to ensure portfolio management processes align with CMMI standards , driving continuous improvement, process maturity, and compliance across all program areas.

Apply a deep understanding of SAFe Agile frameworks to guide cross-functional teams, align strategy with execution, and optimize delivery flow across the agile release train and broader enterprise portfolio.

KPI Management & Process Improvement

• Define, track, and analyze KPIs for individual programs and the broader portfolio to ensure operational health and customer value delivery.

• Use performance data to identify trends, risks, and areas for improvement.

• Implement internal measurements, process enhancements, and corrective actions to continuously improve efficiency, accountability, and customer outcomes.

• KPIs should include schedule adherence, budget variance, resource utilization rate, benefit realization, risk exposure, stakeholder satisfaction, change management, and project health scores.

• Provide clear, actionable reporting to internal leadership and government stakeholders based on KPI analysis.

Portfolio-Wide Risk Management

Implement and sustain a portfolio-wide risk management process to proactively identify, assess, and mitigate risks, including facilitation of regular risk reviews with program managers.

Establish and maintain standardized risk tracking and reporting practices for consistency across programs while ensuring risk mitigation strategies are actionable, measurable, and embedded into delivery plans.

Analyze risk trends to identify systemic issues and lead process improvements to enhance delivery resilience.

Resource Management & Operational Efficiency

• Develop and manage a portfolio-wide resource plan to ensure optimal allocation of delivery staff based on project demand.

• Identify cross-program synergies and drive process efficiencies to improve team performance and portfolio value.

• Coordinate closely with internal Contracts and Finance teams to manage renewals, modifications, and budget alignment.

Growth Enablement & Strategic Collaboration

• Partner with internal business development teams to shape and pursue new opportunities within the VA portfolio.

• Contribute to capture and proposal efforts by leveraging delivery insights and customer relationships.

• Lead or support strategic initiatives that expand the footprint and value of the CCSS program.

Stakeholder, Subcontractor & Partner Management

• Build and manage effective relationships with government stakeholders, subcontractors, and vendor partners.

• Actively monitor the performance of delivery partners to ensure cost-effective, high-quality execution.

Experience Requirements:

Required Qualifications

• U.S. Citizenship required.

• 10+ years of experience in program or portfolio management, with 57 years with VA experience

• 5+ years of Agile, PI planning, and governance experience.

• Demonstrated ability to lead large, cross-functional teams in delivering complex portfolios.

• Strong understanding of delivery metrics, performance reporting, and process improvement.

• Experience with federal contracts, IT program delivery, and budget management.

• Skilled in stakeholder engagement, risk management, and performance tracking.

• Ability to participate in technical and business discussions to ensure delivery alignment.

Preferred Experience

• Background in consulting or delivery leadership in a contractor role.

• Excellent written, verbal, and presentation skills to engage senior leaders and drive alignment.

• Proven success in leading delivery transformation or modernization initiatives.

Education Requirements:

• Bachelors Degree required, Masters preferred.

Certifications

• Required:

• Project Management Professional (PMP)

• Preferred:

• Program Management Professional (PgMP)

• PMI Risk Management Professional (PMI-RMP)

• SAFe Certification

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.

Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact

About Eliassen Group:

Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate.

Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Dont miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a 1,000 referral check!

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Ready to help us transform healthcare? Bring your true colors to blue.

What We Need

This Portfolio Manager will be within the Enterprise Technology (ET) team of BlueCross BlueShield of Massachusetts and will report into our Office of the CIO. The Technology Portfolio Manager will manage the performance of an assigned portfolio within our Corporate Technology Portfolio, with a focus on portfolio governance, strategic planning/alignment, and multi-year portfolio implementation planning.

Day-to-Day Responsibilities

Intake /Execution Management:

• Monitor the project intake process for assigned portfolio by evaluating project proposals and validating alignment with Focus Area priorities and target architecture, value proposition, resource availability, and risk/issue assessment and mitigation.
• Monitor the execution of assigned portfolio and identify risk/issue management opportunities , ensuring alignment with the organization's business strategy and objectives and target architecture.
• Communicate the value delivered on the technology portfolio within the assigned portfolio.
• Define and communicate the vision, objectives, and status of the IT portfolio to key stakeholders, ensuring transparency and accountability.
• Establish portfolio governance structures and processes to monitor the health of projects and drive continuous improvement for assigned portfolio.
• Implement portfolio management methodologies, best practices, and standards across the organization.
• Foster strong partnerships between IT, leadership, and business stakeholders.
• Facilitate quarterly business reviews and revalidate priorities for assigned portfolio.

Financial Management:

• Monitor the budget for the IT portfolio projects to ensure that resources are allocated appropriately and in line with organizational priorities.
• Identify opportunities for cost optimization
• Conduct financial risk analysis for assigned portfolio and provide recommendations to mitigate potential financial risks.

Resource Management

• Track resource utilization and address any resource gaps or conflicts prior to approval and facilitate resolution for your assigned portfolio.
• Maintain a strong understanding of resource capacity and assignments to ensure project schedules are realistic and achievable.

Risk and Issue Management:

• Identify and manage issues/risks related to assigned portfolio, including financial, scheduling, and resource constraints.
• Ensure all reported issues/risks are concise and have defined mitigation plans and strategies.

Reporting:

• Provide regular updates and reports on assigned portfolio performance to senior leadership, highlighting execution progress, value outcomes delivered, financial status, and resource allocation.

This document is not an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with the job. Employees may be required to perform other job-related duties.

What We're Looking For

• Must have at least 3-5 years previous experience working in technology strategy or delivering IT Projects.
• Professional consultant or project/portfolio management experience, and proven record in delivering business results, overcoming obstacles, and achieving critical milestones.
• Understanding of Healthcare Payer systems and business processes, and external environment
• Aptitude for relationship management across all levels of the organization, and demonstrated experience in maintaining, developing and transforming internal and external relationships at an executive level.
• Effective consensus building and negotiation skills.
• Strong communication and interpersonal skills; A keen sense of collaboration, facilitation, and teamwork
• Experience managing solution architects, engineers, and other technical roles
• Exhibits strategic thinking, analytical and research skills and experience making decisions on deliverable timelines.
• Strong planning, organizational skills, and action-oriented leader, able to effectively solve problems and achieve goals.
• Ability to balance tactical perspective and manage strategic direction.
• Strong presentation and story telling capabilities.
• Flexibility to work within a changing environment.
• High degree of initiative; Ability to work both independently and within a team.

#LI-Hybrid

Minimum Education Requirements:

High school degree or equivalent required unless otherwise noted above

Location
Boston, HinghamTime Type
Full time

Salary Range: $133,560.00 - $163,240.00

The job posting range is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, performance, shift, travel requirements, sales or revenue-based metrics, and business or organizational needs and affordability.

This job is also eligible for variable pay.

We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and a suite of well-being benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

WHY Blue Cross Blue Shield of MA?

We understand that the confidence gap and imposter syndrome can prevent amazing candidates coming our way, so please don't hesitate to apply. We'd love to hear from you. You might be just what we need for this role or possibly another one at Blue Cross Blue Shield of MA. The more voices we have represented and amplified in our business, the more we will all thrive, contribute, and be brilliant. We encourage you to bring us your true colors, , your perspectives, and your experiences. It's in our differences that we will remain relentless in our pursuit to transform healthcare for ALL.

As an employer, we are committed to investing in your development and providing the necessary resources to enable your success. Learn how we are dedicated to creating an inclusive and rewarding workplace that promotes excellence and provides opportunities for employees to forge their unique career path by visiting our Company Culture page. If this sounds like something you'd like to be a part of, we'd love to hear from you. You can also join our Talent Community to stay "in the know" on all things Blue.

At Blue Cross Blue Shield of Massachusetts, we believe in wellness and that work/life balance is a key part of associate wellbeing. For more information on how we work and support that work/life balance visit our "How We Work" Page.

Portfolio Manager Long/Short Equity (Healthcare, Consumer, Financials)

A growing, performance-driven long/short equity hedge fund is seeking experienced Portfolio Managers to join its team. The firm is expanding across Healthcare, Consumer, and Financials, and is looking for proven risk takers with a track record of generating alpha within these sectors.

The platform offers significant capital backing, strong infrastructure across trading, research and risk management, and a collaborative environment with direct access to senior decision-makers. Portfolio Managers will have the autonomy to run a dedicated book while benefiting from institutional-level support designed to maximize performance potential.

Key Requirements

• Established P&L track record in long/short equity.
• Deep sector expertise in Healthcare, Consumer, or Financials.
• Entrepreneurial mindset with ability to operate in a collaborative, institutional-quality platform.

This is an opportunity to join a high-caliber investment team with the resources and flexibility to support strong performers.

Please apply directly or reach out to discuss further:

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Join to apply for the Portfolio Manager role at CFBank

7 months ago Be among the first 25 applicants

Join to apply for the Portfolio Manager role at CFBank

About CFBank

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years weve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.

About CFBank

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years weve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.

About The Role

This position is an Officer-level position responsible for Portfolio Management, which includes monitoring the existing commercial loan portfolios, managing risk, involvement in managed assets (accounts showing signs of deterioration), and providing support to credit and underwriting as appropriate. This position reports to the Senior Commercial Risk Manager.

What Youll Do

• Support commercial lending and portfolio management activities, through prior commercial lending and credit expertise.
• Assist with the collection and tracking of client information to facilitate ongoing portfolio management including financial statements, tax returns, borrowing base and covenant calculations, annual reviews, renewals, and risk ratings.
• Manage an assigned portfolio of loans, working directly with clients, relationship managers, and other necessary internal and external parties.
• Analyze credit and loan documents and files independently in support of the review of accounts both assigned to your portfolio, and in assistance to the relationship managers.
• Develop and negotiate the strategies needed to enhance the creditworthiness of accounts, including modifications, restructurings, and workouts, in order to retain clients and minimize losses to the bank.
• Physically inspect properties pre- and post-foreclosure as requested.
• Interact with clients and external contacts including accountants, attorneys, appraisers, consultants, and title agencies as needed, acting as a liaison for CFBank to facilitate the lending, credit, and risk management processes.
• Assist Relationship Managers with underwriting, analysis, and Pre-Read Memos and Credit Approval Memos for proposed renewals and modifications of loans to existing clients and extension of new loans to existing and new clients.
• Maintain knowledge of the regulatory and compliance landscape, the banks policies and procedures, and understanding the unique needs of our organization such as product mix, asset class concentrations, loan structure, credit quality, and other considerations.
• Other projects in support of the banks Credit/Risk group, including assisting with 3rd party exam preparation, generation of reports for the group, and senior management.
• Prepare and present regular reporting to Management as requested.
  
  

Desired Qualifications

• At least 5 years of a combination of commercial underwriting, portfolio management and workout experience, preferably in middle market and real estate, within a Commercial or Regional Bank setting.
• Formal Commercial Credit training preferred.
• Must be a demonstrated team player with the ability to collaboratively work with a wide range of individuals throughout the many departments within the bank.
  
  

What We Offer

• Competitive compensation package including annual bonus opportunity that includes both cash and stock ownership
• Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
• Professional development opportunities including educational/training opportunities
• Accelerated 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting
• Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
• Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
• One of the most collaborative environments youll find, with a team of hard-working mutually invested professionals who are excited about shared success

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Other

Job function

• Job function Finance and Sales
• Industries Banking

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Portfolio Manager

Job Category: Commercial Lending

Location: On site at 200 W Congress St, Lafayette, LA 70501, USA

Description

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.

Essential Duties and Responsibilities

• Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
• Partners with Relationship Managers to:
• Meet with current and prospective clients to understand the specific customer requirements and needs.
• Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
• Answer client questions; ensure all data is accurate for loan underwriting.
• Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
• Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
• Assist in the pricing and structure of new loans and renewals.
• Coordinates closing and booking events.
• Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
• Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
• Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
• Performs all other duties as assigned.

Qualifications:

• Bachelor's degree in business, finance, accounting or equivalent work experience
• 2 years experience required; 2 - 4 years preferred
• Strong analytical abilities, credit underwriting skills
• Goal oriented, ability to take initiative using strong problem-solving skills
• Strong relationship building and interpersonal skills
• Accurate grammar, typing, and spelling skills
• Strong organizational skills
• Excellent computer proficiency (MS Office Word, Excel, PowerPoint, and Outlook)

About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

Benefit Highlights:

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.