Investment Portfolio Manager, Sr. jobs in Nashville, TN

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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Portfolio Manager
  • First Horizon
  • Nashville, TN FULL_TIME
  • About Us
    First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

    Summary

    First Horizon is  seeking an experienced Commercial Portfolio Manager to work with the Music Sports and Entertainment Group (MSE) and Private Client team. This role partners with MSE and Private Client Relationship Managers in Nashville, Miami, Atlanta, and New Orleans and provides daily credit analysis, underwriting, and portfolio management support for assigned commercial and corporate borrowers. Borrowers under the Portfolio Manager’s management typically have bank debt between $5 million and $50 million. Some experience with MSE industry borrowers is preferred. Tasks are completed in a fast-paced, production-based environment and include leading the loan structuring, underwriting, origination, and servicing responsibilities for their assigned loan portfolio. The incumbent works independently with support from other members of the team, providing mentoring and guidance to junior members of the portfolio management team and working closely with Credit Analysts. The ideal candidate works well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.

     

    Key Responsibilities Include

    • Leading the analysis, underwriting, origination, and portfolio management of loans in a growing commercial and corporate portfolio.
    • Lead discussions with Senior and Executive Credit Officers pertaining to credit approvals and monthly portfolio management updates
    • Utilizing loan structuring, risk identification, and risk mitigation skills
    • Understanding and application of the Bank’s risk grading methodology and credit appetite
    • Managing complex relationships and ability to understand the nuances of MSE Industries and their unique cash flows.
    • Partnering with MSE and PC Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
    • Oversight of post-approval due diligence requirements and commercial loan documentation preparation.
    • Building and maintaining a portfolio mix of targeted high value and high potential clients, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
    • Partnering with junior members of the commercial team to delegate tasks related to the origination and servicing of the loan portfolio.
    • Providing feedback and guidance in order to develop the skills of these teammates.

    Qualifications Include

    • Minimum 5 to 7 years of commercial underwriting and portfolio management experience
    • Bachelor's degree (or equivalent in work experience) required.
    • Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals
    • Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners
    • Accurate typing, spelling and grammar skills. 
    • Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.
    • Strong written and oral communication skills. 
    • Strong organizational and customer service skills.  

    Benefit Highlights

    • Medical with wellness incentives, dental, and vision 
    • HSA with company match
    • Maternity and parental leave
    • Tuition reimbursement
    • Mentor program
    • 401(k) with 6% match
    • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

    Follow Us
    Facebook -- facebook.com/FirstHorizonBank
    Twitter -- twitter.com/FirstHorizonBnk
    LinkedIn -- linkedin.com/company/first-horizon-bank
    Instagram -- instagram.com/first_horizon
    YouTube -- youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q

    Corporate Diversity Commitment:
    We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

  • 23 Days Ago

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Portfolio Manager
  • ServisFirst Bank
  • Nashville, TN FULL_TIME
  • At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Office...
  • 1 Month Ago

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Portfolio Manager III
  • Bank of America
  • Nashville, TN FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 16 Days Ago

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Portfolio Management Manager
  • Tractor Supply Company
  • Brentwood, TN FULL_TIME
  • Overall Job Summary This position is responsible for Optimizing, Negotiating and Renewing the existing Lease Portfolio for a defined region. This role is expected to take ownership of their defined re...
  • 1 Month Ago

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Community Association Portfolio Manager
  • Ghertner & Co Inc
  • Spring, TN FULL_TIME
  • DescriptionPosition Overview:Manage a portfolio of properties in a way that preserves, enhances, and protects the value and standards of the homeowners associations for those properties and of Ghertne...
  • 1 Month Ago

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Senior Portfolio Manager
  • First Horizon
  • Brentwood, TN FULL_TIME
  • About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock...
  • 1 Month Ago

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0 Investment Portfolio Manager, Sr. jobs found in Nashville, TN area

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Senior Accountant
  • Alto Solutions, Inc
  • Nashville, TN
  • Be a Part of Something Big At Alto, we're changing the way people invest for the future. For too long, only the ultra-we...
  • 4/19/2024 12:00:00 AM

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Spa Supervisor
  • Highgate Hotels
  • Nashville, TN
  • Compensation Type Hourly Highgate Hotels Highgate is a premier real estate investment and hospitality management company...
  • 4/19/2024 12:00:00 AM

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Spa Director
  • The Joseph, a Luxury Collection Hotel, Nashville
  • Nashville, TN
  • Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the...
  • 4/18/2024 12:00:00 AM

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Director of Sales
  • Schulte Hospitality Group
  • Nashville, TN
  • HHTN-36960 Schulte Hospitality Group is seeking a dynamic, service-oriented Director of Sales to join our team! SHG is a...
  • 4/18/2024 12:00:00 AM

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Biologics Account Manager - (Nashville, TN)
  • Smith & Nephew
  • Nashville, TN
  • Biologics Account Manager (Nashville, TN) Life Unlimited. At Smith+Nephew we design and manufacture technology that take...
  • 4/18/2024 12:00:00 AM

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Trauma Associate Sales Representative (Nashville, TN)
  • Smith & Nephew
  • Nashville, TN
  • Associate Sales Representative - Trauma (Nashville, TN) Life Unlimited. At Smith+Nephew we design and manufacture techno...
  • 4/17/2024 12:00:00 AM

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Design Manager/Project Manager
  • Gensler
  • Nashville, TN
  • At Gensler, we design for people. We leverage our global perspective and local presence to innovate at every scale. We'r...
  • 4/16/2024 12:00:00 AM

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Cook 1
  • Highgate Hotels
  • Nashville, TN
  • Compensation Type Hourly Highgate Hotels Highgate is a leading real estate investment and hospitality management company...
  • 4/16/2024 12:00:00 AM

Nashville is the capital and most populous city of the U.S. state of Tennessee. The city is the county seat of Davidson County and is located on the Cumberland River. The city's population ranks 24th in the U.S. According to 2017 estimates from the U.S. Census Bureau, the total consolidated city-county population stood at 691,243. The "balance" population, which excludes semi-independent municipalities within Davidson County, was 667,560 in 2017. Located in northern Middle Tennessee, Nashville is the main core of the largest metropolitan area in Tennessee. The 2017 population of the entire 14-...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$136,081 to $225,987
Nashville, Tennessee area prices
were up 1.3% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
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Investment Portfolio Manager, Sr. in Abilene, TX
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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.
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