Loan Portfolio Manager Job at Morson Talent (London)

Avp Investment Portfolio Manager

Oversee and manage outsourced investment mandates for Sammons Financial Group As...

Location

United States , West Des Moines; Chicago

Salary:

160449.00 - 267415.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance or related field preferred
Minimum 10 years' of institutional investment, credit market, portfolio management, external manager oversight, insurance asset management, manager research, outsourced chief investment officer (OCIO), investment consulting, or related experience required
Experience conducting investment manager due diligence, performance oversight, and portfolio risk analysis required
Strong knowledge of fixed income markets, corporate credit analysis, portfolio risk management, benchmark-relative performance, and institutional investment governance required
Experience collaborating across investment, finance, risk, accounting, actuarial, legal, compliance, tax, operations, or other cross-functional teams required
Insurance general account investment experience preferred
Experience with statutory accounting, NAIC designations, RBC capital considerations, asset liability management (ALM), private credit, structured products, commercial mortgage loans, alternatives, or limited partnerships preferred
Experience presenting portfolio assessments and investment recommendations to leadership or governance forums preferred
Strong understanding of fixed income markets, corporate credit analysis, portfolio risk oversight, and insurance investment considerations
Strong quantitative and qualitative analytical skills, including ability to synthesize large amounts of investment data into actionable recommendations

Job Responsibility

Oversee and manage outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM), in partnership with SFGAM leadership
Lead day-to-day oversight of third-party asset managers across assigned mandates, including proactive manager dialogue, performance evaluation, portfolio risk assessment, and escalation of material risks
Partner with internal stakeholders and external managers to help ensure portfolios are managed consistent with investment objectives, liability considerations, regulatory expectations, capital efficiency targets, and enterprise risk tolerances
Utilize a strong understanding of fixed income markets, corporate credit analysis, insurance investment considerations, and manager-of-managers governance to support disciplined portfolio oversight and investment decision-making
Oversee third-party asset managers for assigned mandates, including recurring communication, performance evaluation, guideline monitoring, and assessment of manager capabilities, portfolio positioning, and credit risk exposures
Evaluate aggregate exposures across managers, entities, portfolios, and asset classes, including sector, issuer, rating, duration, liquidity, spread, structured credit, private asset, and concentration risks
Lead manager due diligence, benchmark-relative performance analysis, watch-list monitoring, and escalation of performance, organizational, operational, or risk management concerns
Partner with SFGAM leadership on portfolio recommendations, allocation adjustments, guideline modifications, new money deployment, and remediation actions for assigned mandates
Incorporate insurance investment considerations, including National Association of Insurance Commissioners (NAIC) designations, statutory accounting, Risk Based Capital (RBC) capital treatment, liquidity needs, and liability-aware portfolio construction, into portfolio analysis and recommendations
Prepare and present manager reviews, portfolio risk assessments, performance attribution, and investment recommendations to investment leadership and governance forums

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

Capital Markets and Loan Portfolio Mitigation, Vice President

The Treasury Capital Markets and Loan Portfolio Mitigation (CM&LPM) team is look...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in a related role of credit structuring and / or portfolio management
Excellent communication / interpersonal skills are a must (both verbal and written)
Ability to think strategically on micro tasks while ensuring suitability for macro business goals
Well organised, disciplined approach to work with a high level of attention to detail while remaining flexible to changeable environment
Ability to navigate through a large organisation to streamline and summarise multiple information points and create repeatable processes to build consistency in presenting information
Highly motivated, organised, detail and team-oriented with strong quantitative skills
Demonstrates a high level of integrity
Knowledge of synthetic securitisation and credit risk mitigation more broadly, including relevant regulatory frameworks
Advanced analytical and numerical competency
Knowledge of Bloomberg, booking systems, trading protocol, closing technicalities

Job Responsibility

Hands on involvement in CM&LPM’s synthetic securitisation programme: structuring, replenishments, maintenance
Focus on growing CM&LPM’s synthetic securitisation programme across multiple Citi businesses, including new asset classes
Potential to aid in external investor relationships and marketing in conjunction with sales management to build and maintain the franchise
Focus on continuing the technology build out of user interfaces for the synthetic securitisation programme
Assist in creating regular and ad hoc presentations of mitigation strategies for Senior managers
Monitoring the market risk and P&L of the CM&LPM hedge book
Research and development of new structured credit solutions for overall balance sheet management through liaising with other Citi businesses
Participate in various other ad hoc CM&LPM initiatives as they relate to the overall credit portfolio
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to secure required internal approvals and ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Programme
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Capital Markets and Loan Portfolio Mitigation Lead Analyst, Vice President

Are you looking for a career move that will put you at the heart of a global fin...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in a related role of credit structuring and / or portfolio management
Excellent communication / interpersonal skills are a must (both verbal and written)
Ability to think strategically on micro tasks while ensuring suitability for macro business goals
Well organised, disciplined approach to work with a high level of attention to detail while remaining flexible to changeable environment
Able to navigate through a large organisation to streamline and summarise multiple information points and create repeatable processes to build consistency in presenting information
Highly motivated, organised, detail and team-oriented with strong quantitative skills
Demonstrates a high level of integrity
Knowledge of synthetic securitisation and credit risk mitigation more broadly, including relevant regulatory frameworks
Advanced analytical and numerical competency
Understanding of any of front office trading or middle office functions including trade capture, risk management, margin, and credit systems

Job Responsibility

Hands on involvement in CM&LPM’s synthetic securitisation programme: structuring, replenishments, maintenance
Focus on growing CM&LPM’s synthetic securitisation programme across multiple Citi businesses, including new asset classes
Potential to aid in external investor relationships and marketing in conjunction with sales management to build and maintain the franchise
Focus on continuing the technology build out of user interfaces for the synthetic securitisation programme
Assist in creating regular and ad hoc presentations of mitigation strategies for Senior managers
Monitoring the market risk and P&L of the CM&LPM hedge book
Research and development of new structured credit solutions for overall balance sheet management through liaising with other Citi businesses
Participate in various other ad hoc CM&LPM initiatives as they relate to the overall credit portfolio
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to secure required internal approvals and ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Programme
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Commercial Banking Portfolio Manager

Wells Fargo is seeking a Commercial Banking Portfolio Manager.

Location

India , Bengaluru

Salary:

Not provided

Wells Fargo

Expiration Date

July 16, 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
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)
Working knowledge of Discounted Cash Flow, Comparable Company, and Precedent Transaction analysis
Working experience with Moody's Risk Analytics would be a plus
Should be aware of key factors which helps in assessing credit worthiness of borrower
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
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
Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions

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

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

Business Banking Investment Commercial Real Estate Underwriter Portfolio Manager

The Portfolio Manager IV is responsible for ensuring overall portfolio performan...

Location

United States , Westwood; Iselin; West Conshohocken; Short Hills

Salary:

118000.00 - 146000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

10+ years of experience and exhibited competency in various aspects of commercial real estate lending and/or portfolio management including financial analysis and credit structuring, understanding and applying credit policy, and credit monitoring and risk administration practices
Superior knowledge of loan and related legal documents
Must be skilled in proposing, negotiating and recommending credit and covenant structures
Must demonstrate practical and conceptual knowledge of credit and risk analysis and Banking regulations
Strong communication skills
and ability to influence others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions
Superior understanding of commercial real estate industry nuances applicable to the credits contained within group's portfolio
Ability to think critically, solve problems, strong attention to detail and effective decision maker
Bachelor's Degree preferred

Job Responsibility

Effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and as needed client support of pooled or individual portfolio
Independent interaction with Senior Management, Sales Team, Credit Products Manager, Credit Officer and Workout Officer, in order to discuss and resolve risk related issues
Independent review of financials, makes recommendations for approval of annual review/renewal, modifications, as well as, underwrites and recommends new money requests for approval to credit officers

What we offer

Annual discretionary bonus
Comprehensive medical coverage
Dental coverage
Vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs

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

Portfolio Manager II

The Portfolio Manager is a key member of the commercial banking coverage team, r...

Location

United States , Charlotte

Salary:

50.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

6–10 years of experience in commercial banking, corporate banking, or portfolio management
Prior experience as a Portfolio Manager, Credit Officer, Senior Credit Analyst, or Associate Relationship Manager
Direct responsibility for managing a commercial loan portfolio (not solely underwriting support)
Experience at a regional or super‑regional bank (e.g., Fifth Third, PNC, Truist, Regions, Huntington, KeyBank, U.S. Bank, etc.)
Bachelor’s degree in Finance, Business Administration, or a related field

Job Responsibility

Manage an assigned portfolio of commercial loans and ancillary credit exposure
Perform ongoing financial statement analysis, borrower monitoring, and risk assessments
Conduct annual and interim reviews, renewals, amendments, and waivers
Perform risk rating assessments, covenant compliance monitoring, borrowing base analysis, and policy interpretation
Identify early warning signals and proactively communicate credit concerns to business and risk partners
Lead or significantly contribute to credit underwriting packages for: New credit facilities, Refinancings and renewals, Amendments, extensions, and credit increases
Structure credit solutions, including covenant packages, collateral evaluation, guarantees, and mitigants
Partner closely with Relationship Managers, Credit Risk, and Legal through approval and documentation

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

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Loan Portfolio Manager

Job Description

Job Responsibility

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