3,496 Portfolio Manager jobs in the United States

Description
We are looking for a skilled Portfolio Manager to join our team in Boca Raton, Florida. In this role, you will oversee investment portfolios, conduct in-depth financial analysis, and develop strategies that align with clients' financial goals and risk tolerance. This position offers an exciting opportunity to work closely with clients and contribute to their long-term financial success.
Responsibilities:
- Manage and monitor investment portfolios to ensure alignment with clients' financial objectives.
- Conduct thorough financial and risk analyses to inform strategic investment decisions.
- Execute trades and optimize portfolio performance based on market trends and economic conditions.
- Collaborate with clients to tailor investment strategies to their specific goals and risk tolerance.
- Stay updated on market trends, regulatory changes, and emerging investment opportunities.
- Work closely with Estate Planning Attorneys to ensure asset preservation for clients' beneficiaries.
- Provide clear and effective communication to clients regarding portfolio performance and strategy adjustments.
- Develop and implement innovative solutions to enhance portfolio management processes.
- Ensure compliance with all relevant financial regulations and industry standards.
- Identify and address potential risks within the portfolio to safeguard client investments.
Requirements
- Proven experience in portfolio management and investment strategies.
- Strong analytical skills and a deep understanding of financial markets.
- Familiarity with trading practices, including fixed income and securities trading.
- Excellent communication and interpersonal skills to build and maintain client relationships.
- Ability to work independently while contributing to a collaborative team environment.
- Bachelor's degree in Finance, Economics, or a related field.
- Securities licenses or financial certifications required
- Previous experience in wealth management or financial planning minimum 5 years
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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Portfolio Manager

Zurich North America is currently hiring a **Portfolio Manager** working out of our Schaumburg, IL headquarters. The Portfolio Manager will be responsible for operational management of IT governance adherence. Understands the different delivery approaches (waterfall, Agile/Scrum, ZurichLean) to provide the appropriate support, governance engagement, monitoring and process controls in aiding the IT project/program manager in maintaining the success of the IT portfolio.
Key Accountabilities:
+ Comply with governance guidelines to ensure adherence with the Zurich Project Management Framework and the Zurich Risk Policy throughout all project phases from funding submission through project closure.,
+ Support the sponsor, business lead, and project manager to ensure all aspects of business case (case for change, benefits, financials, technical solution, etc.) are clearly defined. Ensures relevant stakeholders are engaged in evaluating the business case.
+ Recognize and make appropriate recommendations to apply different delivery approaches (waterfall, Agile/Scrum, Zurich Lean) and funding approaches
+ Ensures good financial stewardship by providing insights on financial forecasting and alignment to approved budget.
+ Support risk management planning by conducting thorough reviews and analysis. Offer insights and recommendations to project managers to enhance response planning and risk control, increasing the chances of positive outcomes and reducing the likelihood of negative events.
+ Lead, coordinate, and ensure the successful execution of monthly governance activities for active IT projects, supporting project and program managers. Responsibilities include, but are not limited to, advance month-end preparations, financial forecast reconciliation, status reporting, and risk management.
+ Independently collate and analyze data using pre-determined tools, frameworks, and methods to provide advance insights on active projects to IT leadership.
+ Oversee the prompt collection, creation, distribution, storage, and management of project artifacts, ensuring proper control and monitoring.
+ Able to apply effective decision-making to keep the IT portfolio compliant with all governance requirements, while maintaining an audit trail to safeguard the organization.
Additional Job Functions:
+ Drive operational excellence and foster a culture of continuous improvement by evaluating project and program deliverables as well as business processes. Identify opportunities to enhance efficiency within ZNA governance, IT portfolio management, and project management operations.
+ Based on the need of the project, support internal and external relationships with Group PMO, business partners and suppliers as required.
Business Accountabilities:
+ Utilize established tools and processes to improve the tracking key project metrics such as budgets and schedules and highlight variances to manage and control specific project variables.
+ Support the risk assessment process from the business case development through execution lifecycles to ensure the 'health' of the portfolio by individual project successes.
+ Build relationships with project/program managers across a portfolio to assist in project delivery.
Performance Management Accountabilities:
+ Model behaviors that demonstrate commitment to corporate values.
+ Provide input into performance management discussions of project team members.
+ Educate team members and business partners on area of technical expertise.
+ Provide guidance and support for team members.
+ Take action to manage own personal development and encourage others to do the same.
Basic Qualifications:
+ Bachelors Degree and 5 or more years of experience in the Project Management or Program Management areaOR
+ High School Diploma or Equivalent and 7 or more years of experience in the Program Management areaOR
+ Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Project Management or Program Management area
Preferred Qualifications:
+ Strong verbal and written communication skills, organizational and analytical skills
+ Ability to lead cross-functional/business project teams
+ Experience with Microsoft Office and project tracking tools
+ Project Management Institute Project Management Professional certification (PMP)
+ P&C Insurance, Financial Services experience
+ Project management with Waterfall and Agile experience
+ Experience with delivery and management of technical projects OR Experience with Software Development Life Cycle (SDLC) methodologies
+ Experience working with vendors
At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please clickhere ( . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education.
The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $81,800.00 - $133,900.00, with short-term incentive bonus eligibility set at 10%.
As an insurance company, Zurich is subject to 18 U.S. Code § 1033.
A future with Zurich. What can go right when you apply at Zurich?
Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere ( to learn more.
Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Location(s): AM - Schaumburg
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-JM1 #LI-ASSOCIATE #LI-HYBRID
EOE Disability / Veterans

About Neuberger Berman Group LLC:
**_Neuberger Berman_** is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.
**Job Description:**
As a leading asset manager with a history of successfully managing insurance assets, NB is well positioned to capitalize on trends both in favor of additional outsourcing as well as additional focus on asset managers' insurance expertise.
The Insurance Investments team advises on, structures, and manages portfolios for insurance clients across asset classes. The Insurance Portfolio Manager will manage US fixed income portfolios for insurance clients across the globe. The PM is responsible for portfolio positioning, monitoring risk, and managing to clients' bespoke objectives and constraints. Depending on the client, the PM must manage across the spectrum of buy-and-maintain portfolios to total return portfolios. The Insurance Portfolio Manager will also be responsible for representing the breadth of the Fixed Income platform to insurance clients and growing Neuberger Berman's insurance business. Success will be measured by business growth.
This role will be deeply integrated into both Insurance Investments and Fixed Income. The function will be supported by the research, trading, and PM capabilities of Fixed Income and the asset allocation, capital optimization, and insurance accounting expertise of the Solutions team within Insurance Investments.
**Responsibilities:**
+ Grow the Insurance Investment business
+ Manage insurance fixed income portfolios
+ Represent the fixed income platform's products and market views to insurance clients
+ Collaborate closely with NB fixed income business, including PMs, traders, research, tech, ops, etc.
+ Collaborate with Solutions team on strategic asset allocation and other portfolio modeling exercises
+ Oversee the implementation and maintenance of portfolio management and reporting systems (Aladdin and Clearwater)
**Qualifications:**
+ 10+ years of experience in insurance and/or asset management
+ Experience managing third party insurance assets
+ Deep knowledge of fixed income markets, especially including IG
+ Familiarity with US insurance accounting and regulatory landscape
+ Excellent communication and presentation skills commensurate with a client-facing role
+ Ability to develop strong relationships with both internal and external clients
+ Strong level of self-direction, ownership and initiative
#LI-MW1
#LI-Hybrid
Compensation Details
The salary range for this role in Illinois is $200,000-$00,000 and the salary range for the role in New York is 200,000- 300,000. This 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, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other 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, production, 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.**
_Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages 538 billion in client assets (as of June 30, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:

*PORTFOLIO MANAGER*
WHAT IS THE OPPORTUNITY?
Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals.
WHAT WILL YOU DO?
* Relationship Management
* Expand and deepen relationships with financial advisors and clients.
* Act in a leadership role and as technical resource for advisors.
* Ensure that advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Handle advisor and client communication. Serve as the central point of the relationship.
* Prepare client presentations.
* Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications.
* Facilitate and conduct individual meetings and presentations.
* Operate and represent City National Rochdale with the highest level of integrity and work ethic.
* Account and Portfolio Management
* Manage an assigned group of investment portfolios.
* Work closely with clients and advisors, advising them on strategies to achieve investment goals.
* Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance.
* Trade implementation and strategic rebalancing for new and existing client accounts.
* Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client.
* Manage cash flow, reinvestment and liquidity requirements.
* Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed.
* Attend client meetings.
* Business Development
* Work with advisors to acquire new business, work on bringing in additional assets from existing clients.
* Investment Strategy/Trading and Research
* Demonstrate expert knowledge of both internal and external investment solutions.
* Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues.
* Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets)
* Risk Management and Compliance
* Follow appropriate Regulation 9 process.
* Accurately complete various compliance related reporting in a timely manner.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* CFA - Charter Financial Analyst
* Master's Degree
* A minimum of 10 years of investment management experience
* FINRA Series 7 and 66 licenses (or ability to obtain)
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,548 - $208,711 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-DN1
#CA-DN1

**Description**
**Location:** **On site at location listed in the job posting**
**Summary**
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. More information is available at ( .
**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
**Follow Us**
Facebook ( formerly Twitter
LinkedIn ( ( 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.

Portfolio Manager
Job ID

Posted
25-Jun-2025
Role type
Full-time
Areas of Interest
Capital Markets
Location(s)
Atlanta - Georgia - United States of America, Houston - Texas - United States of America
CBRE is using this platform to provide general information to individuals who want to learn more about a career at CBRE. If an opportunity opens that matches your qualifications, we will reach out to you at that time. We are growing a world-class organization with a world-class team and appreciate your interest in CBRE. We welcome you to explore our Careers ( page and apply directly to any positions that interest you. We will not consider the submission of resumes on this platform as an expression of interest in any posted position at CBRE.
**About the role**
Responsible for overall management of the servicing of multiple portfolios of commercial mortgage loans using fundamental concepts, practices and procedures associated with commercial real estate finance.
**What you'll do**
+ Responsible for monitoring the performance of assigned loan portfolios.
+ Serves as a primary contact and as an intermediary between master servicers, special servicers, commercial lenders, rating agencies and borrowers.
+ Provides overall customer service to lenders and borrowers.
+ Reviews and prepares recommendations for lender consent items such as leases, loan assumptions and numerous other real estate related issues.
+ Reviews and interprets loan documents and monitors compliance with loan servicing agreements.
+ Responsible for managing and reviewing monthly Watch list reports and any other lender specific reporting requirements.
+ Participate in conference calls with lenders advising certificate holders and/or special servicers updating them on Watch list loans and other specific investor requests.
+ Provides formal supervision to individual employees within single functional or operational area. Recommends staff recruitment, selection, promotion, advancement, corrective action and termination. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.
**What you'll need**
+ To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's degree from a four-year college or university and 5 years industry experience; or 7-to-10 years related experience; or equivalent combination of education and experience. Knowledge of the commercial loan servicing industry.
+ Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. Ability to respond successfully to sensitive issues.
+ Require sophisticated knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis.
+ Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires sophisticated analytical and quantitative skills.
+ Proficient in Microsoft Suite Products including: Word, Excel, Power Point and Outlook. Experienced in using loan servicing database system (McCracken Strategy preferred).
+ Decisions made with detailed understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project timelines. Errors in judgment may cause short-term impact to department.
**Why CBRE**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
**Disclaimers**
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. Include any other disclaimers that are applicable for the role that are not automatically populated in Talent Source. Delete this section if not applicable. Examples of relevant disclaimers include U.S. state pay transparency requirements, sponsorship eligibility, COVID-19 requirements, etc.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
+ Establishes cross-selling initiatives to increase penetration with client.
+ Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
+ May coordinate closing with closing department, clients and attorneys.
+ Serves as a daily escalation resource to ensure client expectations are met or exceeded.
+ Acts as a trusted advisor to assigned business/group.
+ Influences and negotiates to achieve business objectives.
+ Recommends and implements solutions based on analysis of issues and implications for the business.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Helps determine business priorities and best sequence for execution of business/group strategy.
+ Acts as the prime subject matter expert for internal/external stakeholders.
+ Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Maintains current on financing trends in target clients' markets, and communicate same to team members.
+ Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
+ Oversees preparation of concise, well reasoned credit correspondence.
+ Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
+ Negotiates transactions with clients and provides deal structuring expertise.
+ Oversees documentation and ongoing monitoring of asset and client performance.
+ May manage work flow of other analysts by aligning tasks with departmental goals and objectives.
+ Provides accurate financial analysis and risk assessment of new and existing customers.
+ Partners with internal stakeholders for accurate, detailed client information.
+ Develops credit information to make lending decisions on new, renewal and extension loans.
+ Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
+ Prepares summary, present facts and offer opinions concerning credit worthiness.
+ Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
+ Provides input into the planning and implementation of operational programs.
+ Builds effective relationships with internal/external stakeholders.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$88,800.00 - $165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

**Description**
**Introduction**
Do you want to join an organization that invests in you as a(an) Portfolio Manager? At HealthTrust, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years.
**Benefits**
HealthTrust offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:
+ Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
+ Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.
+ Free counseling services and resources for emotional, physical and financial wellbeing
+ 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)
+ Employee Stock Purchase Plan with 10% off HCA Healthcare stock
+ Family support through fertility and family building benefits with Progyny and adoption assistance.
+ Referral services for child, elder and pet care, home and auto repair, event planning and more
+ Consumer discounts through Abenity and Consumer Discounts
+ Retirement readiness, rollover assistance services and preferred banking partnerships
+ Education assistance (tuition, student loan, certification support, dependent scholarships)
+ Colleague recognition program
+ Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence)
+ Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits ( Eligibility for benefits may vary by location._**
You contribute to our success. Every role has an impact on our patients' lives and you have the opportunity to make a difference. We are looking for a dedicated Portfolio Manager like you to be a part of our team.
**Job Summary and Qualifications**
**The Portfolio Manager is responsible for maintaining knowledge of the Indirect Strategic Sourcing contract portfolio and communicating the benefits and value of that portfolio to both internal and external audiences.**
The contract portfolio managed tends to include:
+ mostly multi-source or optional contracts that require less conversion activity, or
+ mostly categories less than $5m in spend, or
+ mostly categories that are less sensitive to members (e.g. commodities)
The Portfolio Manager must have a mid-to-high level knowledge of the contracts, suppliers and products in their portfolio.
**What you will do in this role:**
Communications: Communicate contract portfolio benefits and value. Audiences include:
+ HealthTrust account management team
+ Advisory Boards
+ Current members (Supply Chain, End-users)
+ Suppliers (National Account Manager)
Portfolio Management: Manage, maintain and improve the performance of the contract portfolio, both operationally and financially.
+ Construct and manage simple contract amendments with supplier
+ Address product additions, deletions and changes during contract term.
+ Be the liaison between sourcing, account management, and customer service.
+ Understand supplier new product offerings and collaborate with advisory board lead and business unit leader to assess products.
+ Develop contract launch materials and ensure all contract materials are maintained accurately in HealthTrust systems.
+ Oversee contract implementation with supplier and communication of contract implementation to HealthTrust Account Management.
Customer Service: Provide exceptional customer service to internal and external customers. Including but not limited to:
+ Resolving customer issues (pricing, product complaints, etc.)
+ Oversee product recall communications.
+ Assist account management with member needs related to portfolio (materials management and end-user level)
Portfolio Promotion: Develop strategies and tactics to promote contract portfolio.
+ Marketing/promotional opportunities
+ Contract Launch / Contract Lunch-and-Learns
+ Newsletters, bulletins, and other communication tactics.
Sourcing Process Knowledge: Basic understanding of a sourcing process (RFI, RFP, Negotiation, Contracts)
Collaboration: Collaboration is required with multiple internal and external stakeholders:
+ Legal staff on development and finalization of simple amendments
+ Contract analysts on product/price loading of amendments
+ Communications team on contract launch/implementation
+ Account Management in their member-facing duties related to the portfolio
+ Sourcing team as contracts transition to bid cycle
+ Committee and Board leads to resolve member reported product quality issues
+ Suppliers
Supplier Relationship Management: Manage and maintain supplier relationships.
+ Conduct supplier business reviews
+ Scorecard supplier performance
+ Build collaborative working relationships
Supplier Knowledge: Basic understanding or aptitude to develop supplier knowledge.
Contract Compliance: Report contract compliance issues to supervisor and account management.
Policies & Procedures: Maintain timely achievement of all assigned initiatives ensuring activities adhere to all established policies and procedures and standards of business conduct.
**What qualifications you will need:**
+ **Accredited College Bachelor's Degree**
+ **1 to 3 years of relevant work experience preferred. Relevant work experience includes, but is not limited to:**
+ **Contract/portfolio management**
+ **Overseeing supplier relationships**
+ **Account Management of a client where duties include implementation or support related to a contract portfolio.**
+ **Must have strong analytical skills with the ability to create or interpret potentially complex financial models.**
+ **Solid knowledge of all MS Office Products**
+ **Excellent oral, written communication skills and presentation skills.**
**Demonstrated ability to:**
+ Maintain grace under pressure in difficult situations while displaying a high level of professional courtesy
+ Align internal and external resources to achieve objectives.
+ Manage complex projects and meet timeline deliverables.
+ Pay attention to details.
+ Work effectively as part of a team
+ Lead resources that may not be directly managed
+ Comprehend, and interpret complex instructions, proposals, and contract language
+ Listen and separate ancillary information from the primary content being communicated, ask appropriate questions to clarify and confirm understanding.
In today's challenging business environment of cost pressures, supply disruptions, and workforce shortages, it is crucial for providers to efficiently manage expenses and enhance performance. HealthTrust, in collaboration with 1,800 hospitals and health systems, offers a specialized group purchasing organization (GPO) membership model designed to deliver immediate and sustainable cost savings. Their team of experts provides tailored value acceleration engagements to address specific needs, delivering unparalleled benefits. With nationwide purchasing power and a focus on overall spending management, HealthTrust offers unmatched pricing advantages on supplies, along with industry-leading benchmarks and best practices. The dedicated team is committed to guiding and implementing performance enhancements in cost, quality, and outcomes.
HCA Healthcare has been recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years. HCA Healthcare spent an estimated $ .7 billion in costs for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.
"Good people beget good people."- Dr. Thomas Frist, Sr.
HCA Healthcare Co-Founder
We are a family 270,000 dedicated professionals! Our Talent Acquisition team is reviewing applications for our Portfolio Manager opening. Qualified candidates will be contacted for interviews. **Submit your resume today to join our community of caring!**
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Portfolio Manager
Job ID

Posted
25-Jun-2025
Role type
Full-time
Areas of Interest
Capital Markets
Location(s)
Atlanta - Georgia - United States of America, Houston - Texas - United States of America
CBRE is using this platform to provide general information to individuals who want to learn more about a career at CBRE. If an opportunity opens that matches your qualifications, we will reach out to you at that time. We are growing a world-class organization with a world-class team and appreciate your interest in CBRE. We welcome you to explore our Careers ( page and apply directly to any positions that interest you. We will not consider the submission of resumes on this platform as an expression of interest in any posted position at CBRE.
**About the role**
Responsible for overall management of the servicing of multiple portfolios of commercial mortgage loans using fundamental concepts, practices and procedures associated with commercial real estate finance.
**What you'll do**
+ Responsible for monitoring the performance of assigned loan portfolios.
+ Serves as a primary contact and as an intermediary between master servicers, special servicers, commercial lenders, rating agencies and borrowers.
+ Provides overall customer service to lenders and borrowers.
+ Reviews and prepares recommendations for lender consent items such as leases, loan assumptions and numerous other real estate related issues.
+ Reviews and interprets loan documents and monitors compliance with loan servicing agreements.
+ Responsible for managing and reviewing monthly Watch list reports and any other lender specific reporting requirements.
+ Participate in conference calls with lenders advising certificate holders and/or special servicers updating them on Watch list loans and other specific investor requests.
+ Provides formal supervision to individual employees within single functional or operational area. Recommends staff recruitment, selection, promotion, advancement, corrective action and termination. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.
**What you'll need**
+ To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's degree from a four-year college or university and 5 years industry experience; or 7-to-10 years related experience; or equivalent combination of education and experience. Knowledge of the commercial loan servicing industry.
+ Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. Ability to respond successfully to sensitive issues.
+ Require sophisticated knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis.
+ Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires sophisticated analytical and quantitative skills.
+ Proficient in Microsoft Suite Products including: Word, Excel, Power Point and Outlook. Experienced in using loan servicing database system (McCracken Strategy preferred).
+ Decisions made with detailed understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project timelines. Errors in judgment may cause short-term impact to department.
**Why CBRE**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
**Disclaimers**
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. Include any other disclaimers that are applicable for the role that are not automatically populated in Talent Source. Delete this section if not applicable. Examples of relevant disclaimers include U.S. state pay transparency requirements, sponsorship eligibility, COVID-19 requirements, etc.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)