Portfolio Manager jobs in Peoria, IL

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Commercial Portfolio Manager
  • Busey
  • Bloomington, IL FULL_TIME
  • Duties & Responsibilities:

    • Ensure the portfolio administration and risk management of each client relationship is in compliance with established bank credit policy, procedure, and business strategy as well as commercial and regulatory guidelines.
    • Responsible for credit risk and quality of the portfolio.
    • Monitor clients’ compliance with all terms/requirements set forth in Loan Agreement including but not limited to: repayment terms, loan covenants and financial reporting. Responsible for oversight of clients’ financial condition, ongoing operating performance and repayment ability of all other accounts. Takes necessary and appropriate action to ensure repayment of past due loans or overdrawn accounts.
    • Work with Relationship Managers and/or Market Presidents on due diligence and assessment of new loan opportunities.
    • Analyze customers’ financial data & structure and perform ongoing credit management

    • Coached in the responsibility of early detection of problem loans and generation of reports for management of weak and criticized loans.

    Qualifications:

    Knowledge of:

    • Strong understanding of credit structuring and monitoring skills, bank policy, compliance, the industry and market information
    • Strong sales and customer service skills
    • Strong oral and written communication skills

    Ability to:

    • Analyze and interpret numerical data
    • Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents
    • Make independent and difficult decisions within parameters of the Bank's loan policies
    • Originate new procedures and approaches to problems
    • Perform duties with frequent interruptions and time pressures in highly interruptive conditions

    Education

    • Requires Bachelor’s degree in Finance or Accounting.
    • Requires 5 or more years of professional work experience.
    • Pursuant of CFA Charter or like designation.
    • Requires knowledge of Microsoft Office.

     

    Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence.  

    Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.  

  • 7 Days Ago

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Assistant Portfolio Controller
  • *US LIM-LaSalle Investment Management, Inc.
  • La Salle, IL FULL_TIME
  • LaSalle Profile: LaSalle Investment Management (“LaSalle”) is a global real estate investment manager with $78 billion of private and public real estate assets under management and over 900 employees ...
  • 18 Days Ago

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Brand Partner Specialist-Territory, Automation Portfolio
  • IBM
  • Bloomington, IL FULL_TIME
  • IntroductionAt IBM, work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do...
  • 1 Month Ago

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Manager
  • Applebee's | The Bloomin’ Apple
  • Pekin, IL FULL_TIME
  • SPECIFIC FUNCTIONS AND DUTIES 1. Manages Restaurant Environment Ensures prompt friendly service according to company guidelines. Directs overall activities and performance of associates on a shift-by-...
  • 7 Days Ago

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Manager
  • Subway - 30965-0
  • Farmington, IL FULL_TIME
  • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
  • 10 Days Ago

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Manager
  • Subway - 29370-0
  • Farmington, IL FULL_TIME
  • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
  • 10 Days Ago

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0 Portfolio Manager jobs found in Peoria, IL area

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Systems Administrator
  • ARI
  • Peoria, IL
  • Job Description ARi is a fast-growing global engineering firm headquartered in East Peoria, IL, USA. Our power of “i” r...
  • 4/23/2024 12:00:00 AM

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Assistant Operations Manager
  • Adams Outdoor
  • Peoria, IL
  • Job Description Job Description JOB SUMMARY: Adams Outdoor Advertising (AOA), the 4th largest and largest private Outdoo...
  • 4/23/2024 12:00:00 AM

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Regional Business Manager
  • Adams Outdoor
  • Peoria, IL
  • Job Description Job Description JOB SUMMARY: Adams Outdoor Advertising (AOA), the largest private Outdoor Advertising fi...
  • 4/23/2024 12:00:00 AM

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Vice President - Finance
  • Illinois Mutual
  • Peoria, IL
  • Job Summary This position serves as Chief Financial Officer of the Company which includes directing the financial respon...
  • 4/22/2024 12:00:00 AM

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Certified Nursing Assistant (CNA)
  • Accolade Healthcare of East Peoria, LLC
  • East Peoria, IL
  • C.N.A.'s 8HR/12HR SHIFTS**** Amazing New Wage Program!! Accolade Healthcare IS the premier provider for post-acute rehab...
  • 4/22/2024 12:00:00 AM

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HCT - CPKH Nursing Administration
  • CARLE
  • Peoria, IL
  • To assist Registered Nurses and Licensed Practical Nurses in the provision of patient care by performing assigned patien...
  • 4/20/2024 12:00:00 AM

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Vice President - Finance
  • Illinois Mutual
  • Peoria, IL
  • Job Summary This position serves as Chief Financial Officer of the Company which includes directing the financial respon...
  • 4/19/2024 12:00:00 AM

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Certified Nursing Assistant (CNA)
  • Saxony Court of East Peoria
  • East Peoria, IL
  • C.N.A.'s 8HR/12HR SHIFTS**** Amazing New Wage Program!! Accolade Healthcare IS the premier provider for post-acute rehab...
  • 4/19/2024 12:00:00 AM

Peoria (/piˈɔːriə/ pee-OR-ee-ə) is the county seat of Peoria County, Illinois, and the largest city on the Illinois River. Established in 1691 by the French explorer Henri de Tonti, Peoria is the oldest European settlement in Illinois, and is named after the Peoria tribe. As of the 2010 census, the city was the seventh-most populated in Illinois (and the third largest outside the Chicago metropolitan area), with a population of 115,007. The Peoria Metropolitan Statistical Area had a population of 373,590 in 2011. Until 2018, Peoria was the global and national headquarters for Caterpillar Inc.,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$110,551 to $153,235
Peoria, Illinois area prices
were up 1.3% from a year ago