Investment Portfolio Manager jobs in Worcester, MA

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)

C
Commercial Portfolio Manager
  • Clinton Savings Bank
  • Clinton, MA FULL_TIME
  • Job Description:
    The Portfolio Manager provides a wide range of credit related and monitoring functions relative to the ongoing management of the commercial loan portfolio while supporting one or more Commercial Relationship Manager. The Portfolio Manager is a client-facing role that acts as a primary or secondary point of contact for commercial relationships. The loan portfolio may consist of all types of commercial loans including but not limited to lines of credit, term notes, commercial real estate loans and/or commercial construction loans.

    • Compile and analyze credit and financial information of current and potential commercial banking customers; prepare complete and accurate credit proposals to enable informed decision making.
    • Monitor commercial loan portfolios for early identification of potential problems and ensure that all loans are properly risk rated.
    • Monitor loan delinquencies, maturities, renewals, amendments, modifications and extension of assigned portfolios. Perform routine collections of updates data/information and prepare scheduled loan reviews. Monitor/track reporting requirements within the covenants of the loan documents. Prepare covenant testing analysis, covenant memos and compliance reports as needed.
    • Provide assistance in the structuring and maintenance of commercial relationships, including negotiating, underwriting, pricing, credit quality, reporting of problems, completing in-depth reviews of financial statements and receiving all required documentation.
    • Work with the Credit Department to facilitate the preparation of credit underwriting and analysis of new loans, renewals and modifications.
    • Assist with the retention and expansion of existing client relationships, growth of total client assets and net growth in relationships.
    • Work with loan services to resolve operational issues in relation to commercial loans.
    • Monitor relevant market trends to identify emerging credit issues and inform management as needed.
    • Assist the Commercial Relationship Managers in the identification of cross-sell or referral opportunities and supports all commercial sales efforts.
    • Participate in and/or help prepare for calls with customers or Commercial Relationship Manager.
    • Coordinate with various partners within the Bank to ensure the best possible experience for the customer.
    • Stay abreast of all applicable policies and procedures, federal and state laws.
    • Prepare and review loan files for internal and external audits.
    • Maintain familiarity with credit policy changes.
    • Maintain loan files in compliance with the Bank’s credit policy.
    • Complete site visits as needed and prepare site visit reports for loans in your portfolio in accordance with credit policy and procedures
    • Participate in special project as needed and perform other duties as assigned.

    Job Requirements:
    Education, Training and Work Experience:

    • Bachelor’s Degree in finance or other related field of study or equivalent work experience is required.
    • Minimum 5 years commercial banking experience.
    • Knowledge of general banking operations and activities is desired.
    • Prior experience in credit analysis and/or preparation of credit memorandum for loan approvals is preferred.
    • Strong interpersonal and teamwork skills are needed.
    • Must be organized and able to multi-task while managing several items simultaneously
    • Demonstrated computer literacy in all Microsoft applications is necessary for success
    • Proven ability to work independently with limited supervision

    Clinton Savings Bank is an EOE AA M/F/Vet/Disability.
    Member FDIC Member DIF

    Job Type: Full-time

  • 3 Days Ago

U
Commercial Portfolio Manager
  • UniBank for Savings
  • Whitinsville, MA FULL_TIME
  • Opportunity Overview:We have a Unique opportunity for a dedicated commercial loan professional to become our next Portfolio Manager. We're looking for someone who believes in the mission of a communit...
  • 9 Days Ago

T
Technology Portfolio Underwriter
  • The Hanover Insurance Group
  • Worcester, MA FULL_TIME
  • Our Small Commercial Underwriting department is seeking a Portfolio Underwriter to join our Technology team. This is a full-time, exempt role. This role is eligible for a hybrid or a fully remote work...
  • 8 Days Ago

S
Investment Consultant - Shrewsbury, MA
  • SF Demo - FMR LLC
  • Shrewsbury, MA FULL_TIME
  • Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come joi...
  • 23 Days Ago

O
Senior Investment Research Analyst
  • OneDigital Northeast
  • Worcester, MA FULL_TIME
  • Description Position at Bartholomew & Company Senior Investment Research Analyst Bartholomew & Company Worcester, MA *This is an onsite position with hours Monday through Thursday 8:00-4:30, Friday 8:...
  • Just Posted

I
Maintenance Technician- Cirrus
  • Inland Real Estate Investment Corp
  • Ashland, MA FULL_TIME
  • Cirrus apartments in Ashland, MA has an opening for a full-time, Maintenance Technician! (www.liveatcirrusapartments.com) Qualified candidates must be professional and friendly. The maintenance tech i...
  • 13 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Investment Portfolio Manager jobs found in Worcester, MA area

J
Maintenance Technician
  • Jones Street Residential
  • Shrewsbury, MA
  • Company Profile Jones Street Investment Partners, LLC ("JSIP") is a real estate investment sponsor focused on multifamil...
  • 3/28/2024 12:00:00 AM

N
Financial Advisor **Training Provided**
  • Northwestern Mutual
  • Boston, MA
  • Job Description Job Description BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Representati...
  • 3/27/2024 12:00:00 AM

C
Director Applications ERP- Hybrid
  • CEI Group
  • Worcester, MA
  • Job Description Job Description Position Summary: Provides leadership and accountability for the ERP application portfol...
  • 3/27/2024 12:00:00 AM

N
Financial Advisor (Sales Role - Training Provided)
  • Northwestern Mutual
  • Woburn, MA
  • Job Description Job Description Financial Representative//Financial Services Professional Financial Representatives at N...
  • 3/26/2024 12:00:00 AM

E
Senior Finance Manager- Life Sciences
  • Entegris
  • Billerica, MA
  • Entegris is seeking a Senior Financial Manager, Life Sciences to provide key financial and decision support to the Vice ...
  • 3/25/2024 12:00:00 AM

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

N
Compliance Associate
  • NextPhase Search
  • Boston, MA
  • Compliance Associate, Investments, Boston/ Hybrid (2 days per week in office, 3 remote) About the Company/Role: Well est...
  • 3/25/2024 12:00:00 AM

R
Area Director of Sales
  • Residence Inn Worcester
  • Worcester, MA
  • Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 3/20/2024 12:00:00 AM

Worcester has a total area of 38.6 square miles (100 km2), 37.6 square miles (97 km2) of land and 1.0 square mile (2.6 km2) (roughly 2.59%) of water. Worcester is bordered by the towns of Auburn, Grafton, Holden, Leicester, Millbury, Paxton, Shrewsbury, and West Boylston. Worcester is known as the Heart of the Commonwealth, because of its proximity to the center of Massachusetts. The city is about 40 miles (64 km) west of Boston, 50 miles (80 km) east of Springfield, and 38 miles (61 km) northwest of Providence, Rhode Island. The Blackstone River forms in the center of Worcester by the conflue...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$127,334 to $190,389
Worcester, Massachusetts area prices
were up 1.6% from a year ago