Portfolio Manager

  • Posted: 25/03/2025
  • Salary: -
  • Location: New Canaan, Connecticut, United States
  • Job Type: Permanent/Fixed Term

Overview: 
A rapidly expanding commercial bank is looking for a Portfolio Manager to support the Team Leader in growing and managing relationships within a C&I portfolio. You’ll oversee loans in the portfolio, manage depository relationships, and provide excellent customer service. This role offers valuable experience and a path to future leadership in relationship management. 
 
Key Responsibilities: 

  • Support the Team in handling loan and depository relationships while cross-selling banking products. 
  • Analyze financial statements, assess creditworthiness, and prepare financial models to evaluate lending risks. 
  • Track covenant compliance, manage underperforming loans, and ensure proper risk rating documentation. 
  • Compile financial data, prepare credit documentation, and oversee cash flow, collateral schedules, and guarantor analysis. 

 

Qualifications: 

  • Bachelor’s degree advantageous  
  •  At least 5 years relevant experience  
  • Proficiency with Abrigo advantageous 
  • In-depth knowledge of credit products and regulatory requirements. 

Apply for this role