Portfolio Manager jobs in United States
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Merchants National Bank · 1 day ago

Portfolio Manager

Merchants National Bank is seeking a Portfolio Manager to oversee and optimize a diverse portfolio of commercial real estate and loan assets. The role involves strategic decision-making regarding asset management to maximize returns and mitigate risks while ensuring compliance with financial goals and regulations.

BankingFinancial Services

Responsibilities

Manage and monitor a diversified portfolio of commercial real estate and loan assets, ensuring optimal performance and compliance with internal policies and external regulations
Conduct detailed financial analysis and due diligence on potential acquisitions, dispositions, and refinancing opportunities to inform investment decisions
Develop and implement risk management strategies to identify, assess, and mitigate portfolio risks, including credit, market, and operational risks
Collaborate with brokerage and asset management teams to negotiate transactions, manage tenant relationships, and oversee property performance
Prepare comprehensive reports and presentations for senior leadership, highlighting portfolio performance, risk exposures, and strategic recommendations

Qualification

Portfolio managementFinancial analysisRisk managementCommercial real estateDue diligenceFinancial modelingAsset management principlesAdvanced portfolio management softwareFinancial services experienceMarket trends understandingCommunication skillsNegotiation skillsTeam leadership

Required

Bachelor's degree in Finance, Economics, Business Administration, or a related field
Experience in portfolio management, commercial real estate, or loan portfolio management within the banking or financial services industry
Proven expertise in financial analysis, risk management, and due diligence processes
Strong knowledge of commercial real estate markets and asset management principles
Excellent communication and negotiation skills

Preferred

Professional certifications such as CFA, CAIA, or CCIM
Experience working in both London and Marysville financial markets
Familiarity with advanced portfolio management software and financial modeling tools
Demonstrated ability to lead cross-functional teams and manage complex transactions

Company

Merchants National Bank

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Merchants National Bank provides financial strength and customer service.

Funding

Current Stage
Growth Stage

Leadership Team

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Jacob DeHart
Chief Financial Officer and Vice President
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Denise Fauber
Chief Operating Officer
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Company data provided by crunchbase