Investment Portfolio Manager jobs in Tampa, FL

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 Manager
  • Suncoast Credit Union
  • Tampa, FL FULL_TIME
  • Overview:

    The Portfolio Manager oversees the existing commercial and small business loan portfolio. Key responsibilities include underwriting new loan requests, processing renewals, annual reviews, covenant testing and modifications. An ideal candidate is an experienced commercial lending professional who is self-motivated to successfully manage responsibilities to meet deadlines.

    Responsibilities:
    • Underwrite new loan requests, renewals, annual reviews, and modifications on C & I, Construction & Development, Vehicle and Equipment loan requests on Conventional and SBA 504 / 7a loan products for corporate applicants
    • Manage requests ranging from $5M to $25M
    • Perform special financial statement analysis involving complex and interlocking relationships
    • Determine acceptable quality of collateral and loan-to-value ratios
    • Coordinate all activities required to complete a credit package with the assigned Commercial Loan Officers
    • Interact with Loan Officers, Members, or CPAs to obtain necessary financial information and complete the credit package
    • Prepare effective packages for credit approval circulation and present packages to the required level of credit authority
    • Obtain and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, and Annual Reviews
    • Assist lenders with requisite action plans in a proactive manner
    • Ensure that the credit union has current financial information and the information is correctly analyzed and on file
    • Ensure that accurate and complete credit files are on hand
    • Ensure that credits are accurately risk-rated and properly monitored or reported
    • Adhere and comply with all requirements of Regulation B Adverse Action Procedures - Florida Division
    • Manage and track covenants, borrowing bases, A-R Ageing, etc. for accounts
    • Assist in the preparation of weekly, monthly, or quarterly reports
    • Advise lenders on issues related to the credit policy, procedures, or forms
    • Conduct annual site visits, attend loan closings, and other tasks required to support assigned lenders
    • Evaluate and review existing relationships and new credit requests to make recommendations to the Credit Team
    • Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
    • Attend educational events to increase professional knowledge
    Qualifications:
    • Bachelor’s degree in a business-related field preferred (A comparable combination of work experience and training may be substituted for education requirements)
    • 4 years of experience in a credit-oriented and underwriting position within a commercial lending environment
    • Knowledge of credit underwriting, accounting, and loan documentation
    • Advanced level of interpersonal and social skills needed to interact with loan officers, administrative staff, and customers
    • Advanced mathematical, credit, and administrative skills
    • Proficient computer skills using Microsoft Word, Excel, and Outlook
    • Ability to write reports and business correspondence
    • Ability to effectively present information and respond to questions
    • Ability to prioritize tasks by effectively managing competing and changing priorities to meet required deadlines
    • Accurate, detail-oriented, and organized with task management
    • Ability to resolve difficult and complex problems
    • Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
    • Ability to influence others regarding policies, practices, and procedures
    • Strong knowledge and understanding of regulatory compliance to successfully perform job responsibilities
  • 4 Days Ago

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Portfolio Manager
  • Hueman PE Talent Solutions
  • Lutz, FL FULL_TIME
  • Condominium Associates is hiring a Portfolio Manager for their Pasco County properties. This position will work in an office setting and requires presence on-site at the various associations. The Port...
  • 10 Days Ago

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Portfolio Manager
  • AEVEX Aerospace
  • Tampa, FL FULL_TIME
  • The Portfolio Manager is responsible for managing the Internal Research & Develop (IR&D) program. This role will oversee the IR&D selection process, develop financial performance metrics and financial...
  • 12 Days Ago

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Portfolio Community Association Manager
  • FirstService Residential
  • Tampa, FL FULL_TIME
  • Job Overview: The Portfolio Community Association Manager functions to manage, direct and provide leadership to multiple assigned properties/books of business. Ensure properties are maintained and ope...
  • 4 Days Ago

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Portfolio Community Association Manager
  • Access Management
  • Lakeland, FL FULL_TIME
  • Why is Access Management an Employer of Choice? We believe in fostering a positive and supportive work environment that values our employees' well-being. If you're excited about the prospect of joinin...
  • 20 Days Ago

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Portfolio Community Association Manager
  • Access Management
  • Tampa, FL FULL_TIME
  • Why is Access Management an Employer of Choice? We believe in fostering a positive and supportive work environment that values our employees' well-being. If you're excited about the prospect of joinin...
  • 1 Month Ago

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0 Investment Portfolio Manager jobs found in Tampa, FL area

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Real Estate Acquisitions Associate Multifamily (Semi-Remote)
  • Advice Personnel
  • Tampa, FL
  • Real Estate Acquisitions Associate Multifamily (Semi-Remote) A prominent national real estate investment and management ...
  • 3/29/2024 12:00:00 AM

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Real Estate Acquisitions Associate Multifamily (Semi-Remote)
  • Advice Personnel
  • Tampa, FL
  • Real Estate Acquisitions Associate Multifamily (Semi-Remote) A prominent national real estate investment and management ...
  • 3/29/2024 12:00:00 AM

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Vice President of Wealth Sales
  • Staffing in Motion
  • Tampa, FL
  • Job Description Firm: Large Portfolio Management firm with over $200 billion in assets under management This is an insid...
  • 3/29/2024 12:00:00 AM

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Performance & Reporting Analyst
  • VanEck
  • Tampa, FL
  • VanEck is a privately held global asset management firm founded in 1955. We develop forward-looking, intelligently desig...
  • 3/28/2024 12:00:00 AM

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Financial Advisor/Wealth Manager - Tampa, FL
  • Florida Financial Advisors
  • Tampa, FL
  • Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own....
  • 3/26/2024 12:00:00 AM

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Financial Operations Analyst
  • Star Mountain Capital
  • Tampa, FL
  • Star Mountain Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less comp...
  • 3/26/2024 12:00:00 AM

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Real Estate Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • Tampa, FL
  • Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
  • 3/25/2024 12:00:00 AM

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Financial Planning Associate
  • Northwestern Mutual
  • Sarasota, FL
  • COMPANY OVERVIEW Northwestern Mutual is among the top financial services companies in the industry, helping clients achi...
  • 3/25/2024 12:00:00 AM

Tampa is a major city in, and the county seat of, Hillsborough County, Florida, United States. It is on the west coast of Florida on Tampa Bay, near the Gulf of Mexico, and is the largest city in the Tampa Bay Area. The bay's port is the largest in the state, near downtown's Channel District. Bayshore Boulevard runs along the bay, and is east of the historic Hyde Park neighborhood. Today, Tampa is part of the metropolitan area most commonly referred to as the "Tampa Bay Area". For U.S. Census purposes, Tampa is part of the Tampa-St. Petersburg-Clearwater, Florida Metropolitan Statistical Area....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$114,846 to $171,716
Tampa, Florida area prices
were up 1.1% from a year ago