Investment Portfolio Manager jobs in New Britain, CT

Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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PORTFOLIO MANAGEMENT ANALYST, DEBT INVESTMENT GROUP
  • Kennedy Wilson
  • Farmington, CT FULL_TIME
  • Founded in 1977, Kennedy Wilson is global real estate investment company headquartered in Beverly Hills, CA with 13 global offices. We own, operate and invest in real estate on our own and through our investment management platform. We focus on multifamily, office and industrial properties located in the Western United States, U.K, and Ireland. For further information on Kennedy Wilson, please visit www.kennedywilson.com.

    Kennedy Wilson has a successful track record of investing in debt opportunities alongside partners in our key markets across the globe. The debt-related investments include originating loans, primarily senior construction loans secured by high-quality real estate in the U.S as well as acquiring loans from financial institutions and other lenders.

     

    Key Responsibilities:

    • Tracking and analyzing the performance of assigned deals within the lender's commercial real estate portfolio, which includes both bridge and construction loans. Tasks include monitoring delinquencies, construction progress, lease-up, and market trends.
    • Working closely with borrowers to address any issues or challenges that may arise during the construction phase such as cost overruns, delays, or changes in market conditions to ensure successful project completion and loan repayment.
    • Identifying any potential risks and developing strategies to mitigate these risks.
    • Generating reports and risk assessments on loan performance, including key metrics such as loan-to-value ratios, debt service coverage ratios, and debt yields, to senior management and other stakeholders.
    • Prepare and organize required reports, memos, and other necessary documentation in a timely manner.
    • Building and maintaining relationships with borrowers, investors, and other stakeholders to foster collaboration and facilitate effective portfolio management strategies.
    • Adhering to internal Policies and Procedures relative to reporting requirements, risk management standards, and accounting principles.
    • Performing special projects as needed for the management team.
    • Traveling periodically to borrower sites to assess and monitor the property condition and/or construction progress.

     

    By incorporating these portfolio management responsibilities, the Analyst contributes to the overall success and stability of the lender's commercial real estate portfolio.

     

    Qualifications:

    • Bachelor’s degree in Accounting, Finance, or Economics preferred.
    • 1-3 years of total experience in commercial real estate, (commercial bank, investment bank, private equity, specialty finance, real estate finance, mezzanine firm, developer, or brokerage firm). Internship experience will be considered.
    • Strong knowledge of Microsoft Word, Excel, PowerPoint and other similar platforms.
    • Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements).
    • Ability to multi-task in a fast-paced environment.
    • Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses.
    • Superior interpersonal, writing, and oral communication skills.
    • Ability to travel on short notice.
    • Team player, ability to work within cross-functional teams.
    • Takes initiative and works with minimal oversight; proactively addresses problems with regards to work product, process, and personnel.

     

    Compensation Package:

    • Competitive Base Salary & Discretionary Bonus
    • Comprehensive Benefits
    • 401K retirement
  • 11 Days Ago

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Specialty Leasing Representative
  • Kohan Retail Investment Group, LLC
  • Waterbury, CT FULL_TIME
  • Job Title: Specialty Leasing Representative Department: Specialty Leasing Supervisor: Samantha Nelson, Sr. Director Specialty Leasing Position Overview: The Specialty Leasing Representative is respons...
  • 11 Days Ago

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IT Portfolio Architect, Gas Field Technologies (Hybrid)
  • EVERSOURCE
  • Berlin, CT FULL_TIME
  • IT Portfolio Architect, Gas Field Technologies (Hybrid)This is a hybrid role. The first three months are fulltime in the office.Our Team:Responsible for leading the overall information technology arch...
  • 14 Days Ago

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Manager
  • Dunkin' - Franchisee Of Dunkin Donuts
  • Rocky Hill, CT FULL_TIME
  • As a Dunkin' franchisee, we are committed to our employees as much as we are committed to our customers. We value hardworking and enthusiastic employees and we make it a priority to ensure their succe...
  • 1 Day Ago

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Manager
  • Subway - Independently Owned and Operated
  • Plantsville, CT FULL_TIME
  • System generated job type. Please do not delete or amend this job or job code
  • 24 Days Ago

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Manager
  • Popeyes
  • Waterbury, CT FULL_TIME
  • JOB DESCRIPTIONPosition: Manager Reports To: Above Restaurant LeaderJob Purpose: Manager or Multi- Unit Manager is responsible for leading the overall operations of the restaurant, including recruitin...
  • 26 Days Ago

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0 Investment Portfolio Manager jobs found in New Britain, CT area

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Finance Analyst
  • Atlantic Group
  • Norwalk, CT
  • -Small-business direct lender with ~65 employees, based in Norwalk, CT -The firm is seeking an analyst to perform monthl...
  • 4/23/2024 12:00:00 AM

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Financial Advisor
  • CNO Financial Group
  • Milford, CT
  • Join Us to Earn More Money and Make a Real Impact! Are you seeking a career that can offer more? Do you want to help peo...
  • 4/22/2024 12:00:00 AM

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Associate Financial Advisor
  • Fig Talent Solutions
  • Hartford, CT
  • JOIN OUR TEAM TODAY! One of our top Financial Advisors has an Associate Advisor position available in their Hartford, CT...
  • 4/22/2024 12:00:00 AM

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Financial Planner - Paraplanner
  • Hartford Financial Management Inc./HFM Wealth Management
  • Hartford, CT
  • Job Description Job Description We are seeking a dedicated Financial Planner/Paraplanner to join our team in providing c...
  • 4/21/2024 12:00:00 AM

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Associate Financial Advisor
  • FIG Talent Solutions
  • Hartford, CT
  • JOIN OUR TEAM TODAY! One of our top Financial Advisors has an Associate Advisor position available in their Hartford, CT...
  • 4/20/2024 12:00:00 AM

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Finance Analyst
  • Atlantic Group
  • Norwalk, CT
  • -Small-business direct lender with ~65 employees, based in Norwalk, CT -The firm is seeking an analyst to perform monthl...
  • 4/20/2024 12:00:00 AM

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Senior Financial Analyst
  • BlueTriton Brands
  • Stamford, CT
  • This is a Hybrid Position with Three Days Onsite and Two Days Remote!!! BlueTriton is a leading provider of spring and p...
  • 4/19/2024 12:00:00 AM

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AVP, Event Marketing
  • Synchrony Financial
  • Stamford, CT
  • Job ID: E2401574 Job Description: Role Summary/Purpose: Our Corporate Affairs team is a passionate group of marketers an...
  • 4/19/2024 12:00:00 AM

New Britain is a city in Hartford County, Connecticut, United States. It is located approximately 9 miles (14 km) southwest of Hartford. According to 2010 Census, the population of the city is 73,206. Among the southernmost of the communities encompassed within the Hartford-Springfield Knowledge Corridor metropolitan region, New Britain is home to Central Connecticut State University and Charter Oak State College. The city's official nickname is the "Hardware City" because of its history as a manufacturing center and as the headquarters of Stanley Black & Decker. Because of its large Polish p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$128,724 to $192,471
New Britain, Connecticut area prices
were up 1.7% from a year ago