Junior Portfolio Manager Job at iCapital Network (New York)

Junior Portfolio Manager, iDPE

iCapital’s rapidly growing iDirect platform of registered evergreen funds is see...

Location

United States , Greenwich

Salary:

140000.00 - 220000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

4+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
Excellent written and verbal communication skills
High accuracy and attention to detail
Able to problem-solve and make logical business recommendations in a fast-paced environment
Professional demeanor with an entrepreneurial attitude and a strong sense of ownership

Job Responsibility

Perform due diligence on private companies and their industries alongside senior team members
Prepare investment memoranda
Oversee portfolio monitoring, portfolio analysis, and liquidity planning
Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams
Support external communications regarding the Fund, including engagement with prospective and existing investors
Track market trends, competitor activity, and industry developments
Create business development presentations as required

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Cre Portfolio Manager Team Lead - REIT's

Location

United States , Boston; Cleveland; Atlanta

Salary:

225000.00 - 250000.00 USD / Year

Citizens Bank

Expiration Date

July 31, 2026

Requirements

12+ years of commercial real estate loan underwriting experience with ability to manage and grow significant customer portfolio
Prior experience with REIT's - required
Exhibits strong level of knowledge of commercial sales, commercial products, credit, risk, and administration practices and processes
Skilled at maintaining good communication across business unit and broader organization
Skilled at developing and implementing both strategic and tactical solutions and systems in support of portfolio administration and business unit goals and objectives
BA degree, MA preferred with successful completion of a credit training/underwriting program
Proven credit management abilities with good computer skills for recording and tracking results
Comprehensive verbal and written communication skills, able to multi task and function under pressure to meet deadlines, strong organizational skills, customer service, developed influencing and negotiation skills, experience in managing the day to day and annual performance and developmental activities for direct and in-direct reports from entry to expert level PMs
Word, Excel, Power Point, spread sheet modeling, and presentation development and delivery skills
Advanced knowledge of different financial modeling systems and ability to coach others on use of internal systems that may include RARCR, ORA, FACT, and MFA

Job Responsibility

Manages a team of Commercial Real Estate Portfolio Managers and Credit Analysts, including those managing straightforward up to the most complex credits with the most complex corporate organization structures, documentation and/or collateral structures, including those with large exposures in complicated and/or specialized industries
Assures that all PMs are trained and kept up to date on Citizens Bank credit policy as well as credit issues affecting the general economy
Actively ensures compliance with federal regulations and Citizens Bank policies
Actively involved in assessing, developing and implementing credit and compliance policies
Designs and monitors internal systems to assure that all assigned work and ongoing monitoring is completed on a timely basis and in a manner that complies with all Citizens Bank internal policies
Prioritizes work that is assigned to the group, assure that work is appropriately distributed among the team members and is responsible for objective quality control of groups analytical and reporting work product to include accurate application of credit, risk, and other policies and practices required to effectively manage risk exposure and loss to the Bank
Manages the performance management and development process for all reports
Largely internally focused interacting with PMs, RMs, TLs, Division Executives, State Presidents, Credit Officers and Senior Management. Externally meets with customers/prospects to actively negotiate deals and solve customer/prospect requests and problems
Internally is viewed as a trusted advisor on credit and portfolio management issues/challenges to RMs
Proficient in recruiting and managing the recruiting process including a strong vision and understanding of talent selection and development

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Commercial Real Estate Underwriter/ Credit Products Portfolio Manager Sr.

The Senior CRE Credit Products Portfolio Manager is a strategic advisor responsi...

Location

United States , Hicksville

Salary:

106023.75 - 165862.00 USD / Year

Flagstar Bank

Expiration Date

Until further notice

Requirements

Undergraduate Degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field or 12+ years of equivalent experience
10+ Years in commercial credit analysis/structuring, underwriting, portfolio management and risk analysis
Deep expertise in structuring and negotiating complex credit agreements
Strong leadership skills with the ability to influence credit strategy and policy
In-depth understanding of macroeconomic factors and their impact on credit risk
Proven ability to manage large portfolios and advise senior executives
Exceptional communication and stakeholder management skills
As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients

Job Responsibility

Complex Credit Structuring & Underwriting: Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business needs
Portfolio Strategy & Risk Oversight: Proactively monitor portfolio risk, identifying industry trends and economic factors impacting credit quality
Client & Executive Leadership Engagement: Serve as a strategic partner to RMs and senior leadership, offering expertise in credit negotiations and deal execution
Credit Agreement Negotiation: Work directly with clients, legal counsel, and internal teams to structure and negotiate credit agreements
Team Leadership & Mentorship: Mentor junior credit professionals, providing training and leadership in credit risk best practices
Uses independent judgement and discretion to make decisions regarding assigned portfolio
Analyzes and resolves problems pertaining to the assigned portfolio

What we offer

medical
dental
vision
life
disability insurance
comprehensive leave program

Fulltime

Commercial Banking Portfolio Manager

Wells Fargo is seeking a Commercial Banking Portfolio Manager.

Location

India , Hyderabad

Salary:

Not provided

Wells Fargo

Expiration Date

November 06, 2026

Requirements

2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
MBA (Finance /Banking), Cost and Management Accountancy, Chartered Accountancy or post- graduation in Economics
2+ years of overall commercial credit experience across diversified asset class (includes corporate entities and real estate asset class)
Good knowledge on financial statements for various industries with ability to ascertain trends, ratios and call out key risks when compared to benchmarks (historical and industry performance)
Good knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis
Experience in assessing credit worthiness of borrower based on various qualitative and quantitative factors
Excellent communication skills, with special focus on business writing skills for credit reports
Ability to read, comprehend and synthesize data regarding borrower performance / market related information from multiple sources into one prescribed template
Intermediary to advanced excel skills would be a plus
Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight

Job Responsibility

Research complex credit investigations and diverse credit information for loans
Identify opportunity for process improvements within scope of responsibilities or functional area
Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables
Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers
Evaluate financial performance of companies / borrower / guarantor / commercial real estate asset class based on a variety of factors including past and current performance, management projections and market changes over the time period
Review of various financial statements, such as balance sheet, income statement, cash flows, and statement of changes in equity
Perform market research using various third party applications and compare performance of borrowing entity against market data to draw conclusion of overall performance
Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines
Document and synthesize findings based on above mentioned reviews into a credit report which would be for presented to lending officers and / or approval committees

Fulltime

Corporate Portfolio Manager (Accountancy)

We are seeking a Corporate Portfolio Manager to join our team and take charge of...

Location

United Kingdom , Exeter

Salary:

Not provided

Streets Chartered Accountants

Expiration Date

Until further notice

Requirements

ACA or ACCA Qualified
Practice and Managerial Experience
Technical skills: Strong knowledge of UK accounting standards (UK GAAP and/or IFRS) and a good understanding of tax compliance
Software proficiency: Proficient in accounting software including Xero, QuickBooks, and Sage
Leadership and mentoring
Client-focused communication
Analytical and organised
Business acumen
Audit experience (desirable)

Job Responsibility

Overseeing a portfolio of clients: Manage a portfolio primarily consisting of incorporated SMEs, acting as the main point of contact for your clients and ensuring their needs are met
Financial reporting and compliance: Prepare and review financial statements, annual accounts, tax returns, and periodic management reports for your clients
Strategic advisory: Provide strategic financial insights to clients to help them grow their businesses and improve their financial performance
Client relationship management: Serve as the trusted adviser for clients in your portfolio, handling day-to-day queries and proactively addressing their accounting and business needs
Team leadership and mentoring: Supervise and mentor a team of junior accountants and trainees
Quality control and compliance: Take responsibility for the quality of work produced by your team, implementing review processes to ensure compliance with UK GAAP/IFRS and the latest tax legislation
Continuous improvement: Work with the directors and senior management team to identify opportunities to improve internal processes or enhance the client service experience

What we offer

Holiday and Leave: 23 days plus bank holidays, with an additional day for your birthday
Pension & Financial: Company pension scheme with employer contributions and death in service cover
Professional Development: Ongoing training and clear progression opportunities, including potential advancement to senior management roles
Agile Working: Flexible and hybrid working options available after probation
Personal Health Cash Plan: NHS top-up plan to support routine healthcare costs
Team Culture: A collaborative, friendly environment where your contributions are valued

Fulltime

Cre Credit Products Portfolio Manager II

The CRE Credit Products Portfolio Manager II plays a key role in structuring and...

Location

United States of America , Hicksville

Salary:

90975.75 - 136956.00 USD / Year

Flagstar Bank

Expiration Date

Until further notice

Requirements

Undergraduate Degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field or 10+ years of equivalent experience
4+ Years in commercial credit analysis, underwriting, or portfolio management
Advanced financial modeling and risk assessment expertise
Strong negotiation skills and ability to collaborate with clients
Experience structuring complex loan transactions
Ability to analyze macroeconomic trends and their impact on credit risk

Job Responsibility

Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures
Continuously monitor assigned portfolio to proactively identify credit risks, trends, and financial performance concerns
Partner with RMs in negotiations and client discussions, ensuring alignment between client needs and risk appetite
Collaborate with legal teams to review and negotiate credit agreements, ensuring compliance with bank policies and risk management frameworks
Provide guidance to junior credit professionals, enhancing team capabilities and fostering a strong credit culture
Identify and raise to leadership improvement areas in credit processes and procedures
Use independent judgement and discretion to make decisions regarding assigned portfolio
Analyze and resolve problems pertaining to the assigned portfolio
Perform special projects, and additional duties and responsibilities as required
Consistently adhere to regulatory and compliance policies and standards

What we offer

medical
dental
vision
life
disability insurance
comprehensive leave program

Fulltime

CRE Credit Products Portfolio Manager Sr

The Senior CRE Credit Products Portfolio Manager is a strategic advisor responsi...

Location

United States of America , Hicksville

Salary:

106024.00 - 165862.00 USD / Year

Flagstar Bank

Expiration Date

Until further notice

Requirements

Education level required: Undergraduate Degree (4 years or equivalent) in Finance, Accounting, Economics, or a related field or 12+ years of equivalent experience
Minimum experience required: 10+ Years in commercial credit analysis/structuring, underwriting, portfolio management and risk analysis
Deep expertise in structuring and negotiating complex credit agreements
Strong leadership skills with the ability to influence credit strategy and policy
In-depth understanding of macroeconomic factors and their impact on credit risk
Proven ability to manage large portfolios and advise senior executives
Exceptional communication and stakeholder management skills
As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients

Job Responsibility

Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business needs
Proactively monitor portfolio risk, identifying industry trends and economic factors impacting credit quality
Serve as a strategic partner to RMs and senior leadership, offering expertise in credit negotiations and deal execution
Work directly with clients, legal counsel, and internal teams to structure and negotiate credit agreements
Mentor junior credit professionals, providing training and leadership in credit risk best practices
Proactively identifies and raises to senior leadership improvement areas in credit processes and procedures
Uses independent judgement and discretion to make decisions regarding assigned portfolio
Analyzes and resolves problems pertaining to the assigned portfolio

What we offer

Medical
Dental
Vision
Life
Disability insurance
Comprehensive leave program

Fulltime

Corporate Portfolio Manager

We are seeking a Corporate Portfolio Manager to join our team and take charge of...

Location

United Kingdom , Exeter

Salary:

Not provided

Streets Chartered Accountants

Expiration Date

Until further notice

Requirements

ACA or ACCA Qualified
Practice and Managerial Experience: previous experience in an accountancy practice environment, track record of managing a portfolio of corporate clients, proven experience in a senior role supervising staff and reviewing work, ideally as an Accounts Manager or Client Manager
Technical skills: strong knowledge of UK accounting standards (UK GAAP and/or IFRS) and good understanding of tax compliance
Software proficiency: proficient in Xero, QuickBooks, and Sage
Leadership and mentoring: excellent leadership qualities
Client-focused communication: exceptional communication and interpersonal skills
Analytical and organised: strong analytical and problem-solving abilities, keen attention to detail, well organised
Business acumen: commercial awareness
Audit experience (desirable)

Job Responsibility

Overseeing a portfolio of clients: manage a portfolio primarily consisting of incorporated SMEs, act as main point of contact, build and maintain strong long-term client relationships
Financial reporting and compliance: prepare and review financial statements, annual accounts, tax returns, periodic management reports, ensure accuracy and compliance with UK accounting standards and tax regulations, meet reporting deadlines
Strategic advisory: provide strategic financial insights to clients, advise on tax planning, cash flow management, business planning
Client relationship management: serve as trusted adviser, handle day-to-day queries, conduct client meetings, present findings, ensure client satisfaction
Team leadership and mentoring: supervise and mentor a team of junior accountants and trainees, review their work, provide guidance and training, foster professional development
Quality control and compliance: take responsibility for quality of work, implement review processes, ensure compliance with UK GAAP/IFRS and latest tax legislation
Continuous improvement: work with directors and senior management to identify opportunities to improve internal processes or enhance client service experience

What we offer

23 days plus bank holidays, with an additional day for your birthday
Company pension scheme with employer contributions
Death in service cover
Ongoing training and clear progression opportunities
Flexible and hybrid working options available after probation
Personal Health Cash Plan (NHS top-up plan)
A collaborative, friendly environment

Fulltime

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Junior Portfolio Manager

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