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
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