Investment Portfolio Manager jobs in New Brunswick, NJ

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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AT, Portfolio Manager
  • First Commerce Bank
  • Lakewood, NJ FULL_TIME
  •  

    Requirements for AT, Portfolio Manager:

    • Minimum of three (3) years related experience
    • Bachelor’s degree in business, accounting, finance, economics, or related field of study required.
    • Formal credit training in CRE/C&I and Personal Cash Flow Analysis is preferred.
    • A strong understanding of general credit and risk principles, mitigants, and banking policies/procedures.
    • Excellent in reading, writing, grammar, mathematics skills, & communications skills.
    • Strong organization skills and ability to proactively manage & prioritize workflow. 
    • Proficient in:
      • PC skills (Microsoft Office: Excel, Word, & Outlook)
      • Thorough knowledge of current lending and loan review regulations, banking regulations, procedures, and operations.
      • Ability to analyze and interpret financial statements: businesses, CRE and personal.

    We offer the following excellent benefits to our Full-Time employees:

    • Medical insurance
    • Dental insurance
    • Vision insurance
    • Life Insurance (employer paid)
    • 401(k) matching
    • PTO (Paid Time Off)
    • Paid Federal Bank holidays
    • LTD insurance (employer paid)
    • Flexible spending account
    • Health savings account (employer contribution)
    • LifeMart (employee discount program)

    General Responsibilities:
    The Portfolio Manager will support the rapid growth generated by the Commercial Banking team. In this role you will be assigned a Commercial Lender and portfolio to analyze and maintain. You may also assist in achieving goals assigned to Commercial Lender as established in annual operating plan. Portfolios will consist of a mixture of CRE, C&I, Construction and SBA and range in dollar size from $70MM to $300 MM. 

    Your responsibilities will include:

    • Manage an assigned portfolio of commercial customers in partnership with a Commercial Loan Officer.
    • Provide support and oversight of reporting for portfolio management (delinquency, problem loans, exceptions, tickler tracking etc.) as designated by VP Credit Administration and or CCO/CLO
    • Coordinate collection, track and perform review of financial statements, tax returns, conditions/covenants.
    • Coordinate/assist Credit Administration with modifications/renewals/extensions within portfolio as determined by VP Credit Administration
    • Monitor assigned portfolio for early warning signs of financial weakness or other risks, and work with Commercial Loan Officer to develop an appropriate plan to discuss with VP, Credit Administration, CCO and CLO
    • Prepare credit packages for renewals and new loan requests.
    • Prepare, update, and maintain credit files, both paper and electronic
    • Underwrite new complex commercial loan transactions and/or requests for significant relationships in assigned portfolio.
    • Provide credit recommendations to the appropriate level of credit administration.
    • Serve as secondary contact for customer support as deemed by Commercial Loan Officer
    • Support Commercial Loan Officer with execution/collection of loan documents.
    • Provide support for internal and external audits, loan review, compliance, and regulatory exams.
    • Maintains a working knowledge of Bank operating policies and procedures which impact commercial services
    • Assists in achieving goals assigned to Commercial Lenders as part of the assigned department's annual operating plan.
    • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
    • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements.
    • Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
    • Communicates with management and staff personnel in order to integrate goals and activities.
    • Responds to inquiries relating to his/her particular area, or to requests from other Bank personnel, customers, etc., within given time frames and within established policy.

    First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service.  We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors.

    First Commerce Bank is an Equal Opportunity Employer.  All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law.

  • 13 Days Ago

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Portfolio Manager
  • Manasquan Bank
  • Wall, NJ FULL_TIME
  • Please note: this is not a remote-based rolePRIMARY PURPOSEThe Portfolio Manager is responsible for the maintenance, monitoring and credit risk management of assigned commercial loan portfolios. Activ...
  • 17 Days Ago

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IT Director
  • HCI Equity Portfolio Partners
  • Lakewood, NJ FULL_TIME
  • Regent Cabinets is hiring a full-time IT Director to work onsite in either our Lakewood, NJ or North East, MD office. As an Information Technology Director, you will be responsible for overseeing all ...
  • 10 Days Ago

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Sales Coordinator - Construction
  • HCI Equity Portfolio Partners
  • Lakewood, NJ FULL_TIME
  • Regent Cabinets has an immediate opening for a Sales Assistant for their Lakewood, NJ location! This is a full-time position that plays a critical role in preparing accurate orders for projects by gat...
  • 10 Days Ago

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Business Banking Commercial Real Estate Underwriter Portfolio Manager IV
  • Citizens Bank, N.A.
  • Iselin, NJ OTHER
  • DescriptionThe Portfolio Manager IV is responsible for ensuring overall portfolio performance and asset quality remains strong and can independently address and develop strategies and actions to resol...
  • 13 Days Ago

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Garage Co-Manager
  • Garage Clothing - Co manager-Natick, Mass
  • Freehold, NJ FULL_TIME
  • Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of Montreal's Top Employers 2020 and as one of Canada’s Top em...
  • 18 Days Ago

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0 Investment Portfolio Manager jobs found in New Brunswick, NJ area

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Front Office Hedge Fund Recruiter - Recruitment Agency Client of Talent Focus (New York City)
  • Talent Focus Executive Search and Consulting
  • New York, NY
  • Our client is a global financial services recruitment agency that requires a high calibre recruiter, to join their Hedge...
  • 3/29/2024 12:00:00 AM

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Biotech Analyst (Hedge Fund)
  • DTG Consulting Solutions, Inc.
  • New York, NY
  • Sizable and reputable hedge fund in New York seeks Equities Analyst/Associate to support senior members of biotech inves...
  • 3/28/2024 12:00:00 AM

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Analyst, Underwriting and Portfolio Management
  • Churchill
  • New York, NY
  • Analyst, Underwriting and Portfolio Management New York,NY Churchill Asset Management Job Title: Analyst Division: Under...
  • 3/26/2024 12:00:00 AM

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Manager, IT/DTS Financial Operations
  • Hackensack Meridian Health
  • Stirling, NJ
  • Description: Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients ...
  • 3/26/2024 12:00:00 AM

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Manager, IT/DTS Financial Operations
  • Hackensack Meridian Health
  • Edison, NJ
  • Description: Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients ...
  • 3/25/2024 12:00:00 AM

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Financial Professional
  • Prudential Advisors
  • Hillsborough, NJ
  • Job Description Job Description The Financial Professional Associate career with Prudential Advisors is multi-faceted. I...
  • 3/25/2024 12:00:00 AM

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Manager, IT/DTS Financial Operations
  • Hackensack Meridian Health
  • Cranbury, NJ
  • Description: Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients ...
  • 3/25/2024 12:00:00 AM

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Financial Professional
  • Prudential Advisors
  • Basking Ridge, NJ
  • Job Description Job Description The Financial Professional Associate career with Prudential Advisors is multi-faceted. I...
  • 3/25/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 5.789 square miles (14.995 km2), including 5.227 square miles (13.539 km2) of land and 0.562 square miles (1.456 km2) of water (9.71%). New Brunswick is in Raritan Valley (a line of cities in central New Jersey). New Brunswick is on the south side of Raritan Valley along with Piscataway Township, Highland Park, Edison Township, and Franklin Township (Somerset County). New Brunswick lies southwest of Newark and New York City and northeast of Trenton and Philadelphia. New Brunswick is bordered by Piscataway, Highland Park...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$136,420 to $203,974
New Brunswick, New Jersey area prices
were up 1.5% from a year ago