Investment Portfolio Manager, Sr. jobs in Galveston, TX

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Assistant Portfolio Manager
  • American National Family of Companies
  • League, TX FULL_TIME
  • Job Posting

    American National is seeking an Assistant Portfolio Manager to work onsite in our League City, TX location.


    What would you do?

    • Serve as asset/portfolio manager for a sub-portfolio of the company’s mortgage loan and real estate analysis.
    • Perform situational analysis of investments to assess valuation, performance, analyze problems, and propose solutions.
    • Work with partners on business planning, capital needs, problem solving, underwriting and valuation.
    • Work with borrowers and correspondents in valuing underlying collateral for mortgage loans, analyzing potential distress, negotiating potential solutions to problem loans.
    • Work with investment sale brokers to sell properties, including reviewing and approving Offering Memorandum, responding to information requests, contract negotiations, etc.
    • Negotiation and conflict resolution.
    • Present investment recommendations to Mortgage Loan and Real Estate Investment Committee and Investment Committee.
    • Conduct market tours and property inspections.
    • Maintain market knowledge of industry and market trends – be a student of the industry.
    • Conduct face-to-face meetings with partners, correspondents, and borrowers in support of relationship management.
    • Provide detailed underwriting analysis, answering any questions or concerns from committee members to provide justifications for their approval and merit of the company’s investment.
    • Manage and review monthly construction draws, equity fulfillments, and construction loan conversions.
    • Function as a liaison with other professionals, such as attorneys and loan servicing professionals, to facilitate loan workouts and modifications.

    Qualifications

    • Bachelor’s Degree in Finance, Real Estate, or Business.
    • Four to Six years of experience in the real estate or mortgage financing industry.
    • Exceptional people and communication skills, including collaboration in a team environment.
    • Excellent relationship management skills with the ability to maintain good working relationships with all levels of employees, management, and third parties.
    • Excellent communication skills, both written and verbal.
    • Ability to handle multiple tasks and be detail oriented.
    • Ability to present information to groups of individuals at varying levels within the enterprise.
    • Exceptional data and analytical skills.

    Preferred Qualifications

    • Experience across sectors (multi, hospitality, office, retail, industrial, land) and capital stack (debt, equity, JVs) preferred.
    • Proficiency in Excel and Argus preferred.

    American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.


    American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.


    Hiring Practices

    The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.


    American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team.


    American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.


    Nearest Major Market: Galveston
    Nearest Secondary Market: Houston
    Job Segment: Real Estate, Underwriter, Relationship Manager, Mortgage, Equity, Sales, Insurance, Customer Service, Finance

  • 25 Days Ago

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Investment Advisor - PNC Investments
  • PNC
  • Alvin, TX FULL_TIME
  • Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
  • 7 Days Ago

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Director, Investment Accounting (Real Estate)
  • American National Family of Companies
  • League, TX FULL_TIME
  • Director, Investment Accounting American National is seeking a full-time, Director of Investment Accounting to effectively lead team members, originate/administrate the investment accounting process f...
  • 14 Days Ago

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Sr. Maintenance Technician
  • Shriners Children's
  • Galveston, TX FULL_TIME
  • Company Overview Shriners Children’s is a family that respects, supports, and values each other. We are engaged in providing excellence in patient care, embracing multi-disciplinary education, and res...
  • 17 Days Ago

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Sr Programmer Analyst II
  • American National Insurance Company
  • League, TX FULL_TIME
  • Job DetailsJob PostingThe successful Senior Cobol Developer is an experienced application developer who can pair technical concepts and skills with knowledge of the Company's internal policies and pro...
  • Just Posted

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Sr. Biocontainment Veterinarian
  • UTMB Health Careers
  • Galveston, TX FULL_TIME
  • Job Description:Function: To provide advanced veterinary care for many species of research animal through disease prevention, surgery, clinical care, and health monitoring and quality assurance measur...
  • 3 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Galveston, TX area

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Relationship Manager II
  • Frost (Cullen/Frost Bankers)
  • Baytown, TX
  • Job Description It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial...
  • 4/25/2024 12:00:00 AM

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Sr Operations Engineer
  • BASF
  • Freeport, TX
  • Sr Operations Engineer **LOCATION** **COMPANY** **JOB FIELD** **JOB TYPE** **JOB ID** **LOCATION** **COMPANY** **JOB FIE...
  • 4/25/2024 12:00:00 AM

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Remote Sales Agent - No Cold Calling
  • The Maddox Agency
  • Pearland, TX
  • Job Description Job Description Position: Account Executive / Field Agent / Leadership Position Employment Type: Full ti...
  • 4/24/2024 12:00:00 AM

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Vice President for Institutional Advancement/Executive Director of COM Foundation
  • College Of Mainland
  • Texas City, TX
  • Vice President for Institutional Advancement/Executive Director of COM Foundation Please see Special Instructions for mo...
  • 4/24/2024 12:00:00 AM

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Hotel Maintenance Engineer
  • Pathfinder Hospitality
  • Houston, TX
  • Hotel Maintenance Engineer Do you like working with your hands? Do you get satisfaction out of being everyone's Mr./Ms. ...
  • 4/24/2024 12:00:00 AM

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I&E Technician
  • Stolt-Nielsen
  • Houston, TX
  • Job Description Are you excited to join the world's top bulk liquids terminal(s)? If so, you should join Stolthaven Term...
  • 4/22/2024 12:00:00 AM

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DSW Store Associate Part-Time
  • Designer Brands
  • Webster, TX
  • General Summary Store Associates provide friendly service to customers shopping in-store and those engaging through omni...
  • 4/21/2024 12:00:00 AM

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Cook 2
  • Hampton Inn Houston Hobby
  • Houston, TX
  • Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 4/21/2024 12:00:00 AM

The city of Galveston is situated on Galveston Island, a barrier island off the Texas Gulf coast near the mainland coast. Made up of mostly sand-sized particles and smaller amounts of finer mud sediments and larger gravel-sized sediments, the island is unstable, affected by water and weather, and can shift its boundaries through erosion. The city is about 45 miles (72 km) southeast of downtown Houston. The island is oriented generally northeast-southwest, with the Gulf of Mexico on the east and south, West Bay on the west, and Galveston Bay on the north. The island's main access point from the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$144,171 to $239,421
Galveston, Texas area prices
were up 1.2% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020