Senior Portfolio Manager Job Description

Senior Portfolio Manager Job Description

179 votes for Senior Portfolio Manager
Senior portfolio manager provides risk management leadership with other bank products including private student loans, FFELP, Personal Loans, and CRA investments as needed.

Senior Portfolio Manager Duties & Responsibilities

To write an effective senior portfolio manager job description, begin by listing detailed duties, responsibilities and expectations. We have included senior portfolio manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Partner with Corporate Strategy Program Manager for input into strategic planning process
Define, analyze, and shape enterprise investment portfolio
Develop enterprise portfolio for prioritization of business and IT initiatives
Accountable for enterprise portfolio execution
Monitor, track, and report on portfolio status and health
Responsible for enterprise portfolio governance
Creation and implementation of equity models
Identifying and supporting continuous improvements, with a particular focus on performance, risk control and efficiency
Supporting new product creation
Create annual real estate portfolio budgets for rent and other lease related expenses

Senior Portfolio Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Senior Portfolio Manager

List any licenses or certifications required by the position: PMP, PMI, MBA, ITIL, CISSP, CFA, CAPM, FMA, CFM, NABCEP

Education for Senior Portfolio Manager

Typically a job would require a certain level of education.

Employers hiring for the senior portfolio manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Economics, MBA, Business/Administration, Education, Management, Computer Science, Engineering

Skills for Senior Portfolio Manager

Desired skills for senior portfolio manager include:

Bank’s structures
Changing economic
Products and procedures
Social and governmental environment and industries/sectors in US
Bridge loans
Cash management
Construction loans
Familiarity with non-profit community and economic development organizations
Interest rate management
Key product areas

Desired experience for senior portfolio manager includes:

Demonstrating senior leadership within the Corporate Banking team
Ensuring focus on delivering the requirements of the role
Minimum 8 years’ experience ideally in the Commercial or Corporate environment
Excellent analytical, communication, and conceptual synthesis skills
Individual possesses excellent people management skills and can serve as an effective role model for others be a catalyst in recognizing, developing and implementing change within an organization
Against an increasing competitive backdrop, the Commercial segment of CMB seeks to grow Net Income, through the acquisition of quality customers, the retention of quality customers identifying their needs, providing solutions and in doing this improve the average return per customer

Senior Portfolio Manager Examples


Senior Portfolio Manager Job Description

Job Description Example
Our growing company is looking for a senior portfolio manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for senior portfolio manager
  • Electrical sign-offs Construction applications and sign – offs
  • Interact with client’s supervisors as required
  • Monitor work assignments, working hours, scheduling and performance of all service contractors and personnel providing services to our client
  • Review and approve PO’s as requires
  • Submit daily spend to SPM for approval
  • Comply with the PO guidelines within the MSA
  • Comply with Building Operations policy & procedures including emergency procedures
  • Seek personal and professional growth
  • Manage construction projects for facility when required
  • Relation with Service-Teams around the world Relationship Managers/Assistants
Qualifications for senior portfolio manager
  • Minimum 10 year experience in the Financial Service industry preferably in Commercial Real Estate
  • Experience with project management and portfolio management software
  • Communication ability – must speak fluent English and be able to communicate effectively with PMs (that means they need to understand the L/S equity business, and that they need to be reasonably pedagogical/sociable)
  • Strong analytical/problem solving skills (quantitatively savvy, should know some statistics)
  • Motivated, hard-working, self-starter (will-do attitude)
  • Experience managing very large project portfolios with a breath of projects ranging from business as usual changes to high complexity and organizational impact

Senior Portfolio Manager Job Description

Job Description Example
Our innovative and growing company is hiring for a senior portfolio manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior portfolio manager
  • Communicating with clients and prospects
  • Tour properties on a regular basis and conduct property inspections Ensure follow-through of any required corrective action
  • Following Bank Credit policy, structure, underwrite, and close Commercial Real Estate Loans
  • Make recommendations to the appropriate level of credit administration
  • Service and maintain an assigned Commercial Real Estate portfolio and work with prospective clients
  • Manage commercial portfolio risk on an ongoing basis by monitoring customer credit-worthiness, adherence to loan terms and general business conditions
  • Negotiate services and order outside appraisals and inspections
  • Proactively engage and partner with stakeholders – both within GPS other global functions across the organization – to identify & address business needs and help facilitate effective and informed decision-making
  • Assist in consolidating technology and product roadmaps, highlight investment gaps, and provide insights on strategic investment allocation across the broader portfolio
  • Attend Key phase exit reviews, highlight and summarize product development gaps and investment needs
Qualifications for senior portfolio manager
  • Contract Management and Relationship Management experience within outsourcing arrangements
  • Excellent business and commercial acumen
  • Up-to-date knowledge of the global IT supplier landscape, services offered, and pricing
  • Advanced knowledge of supplier management
  • Understanding and working knowledge of Technology Supplier Contracts
  • Advanced knowledge of technology related risks and controls and regulatory requirements

Senior Portfolio Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for a senior portfolio manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior portfolio manager
  • Continuously identify and mitigate risks and impediments to new product success
  • Maintain competency models for assigned portfolio(s)
  • Collaborate with Channel Management and Development and Business Development teams to result in successful the product launches
  • Champion agile principles in new product development to drive innovation, efficiency and increased ROI
  • Identify and analyze key credit risks and mitigants
  • Identify risks within each transaction and corresponding mitigants
  • Review legal documents and seek additional approvals to ensure compliance, if necessary
  • Appropriately document and mitigate all Bank policy exceptions
  • Effective and timely communication with credit management, borrower, and agent banks with internal partners such as Treasury Management, Corporate Banking, Operations, Accounting, Legal, engaging partners as appropriate throughout the underwriting process
  • Occasionally work with Senior Account Executives on transaction prescreens for early identification of credit issues providing structural, analytical, and indicative risk rating assistance
Qualifications for senior portfolio manager
  • Demonstrated expertise in working closely with many different internal clients to successfully manage objectives and results
  • Demonstrated ability to implement strategies and plans
  • Recognized management and credible leadership abilities
  • Demonstrated team player with ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements
  • Takes responsibility and initiative to facilitate conflict resolution, consensus building and problem solving
  • Ability to work effectively both in positive and negative situations

Senior Portfolio Manager Job Description

Job Description Example
Our growing company is hiring for a senior portfolio manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior portfolio manager
  • Define and track process adherence metrics across markets and agencies
  • This role will ensure strong focus on audit and adherence to compliance on Global Collections processes
  • Ensure that the partner is audit ready 24 x7
  • Documentation of daily, weekly, monthly engagement actions with partners and management
  • Thorough understanding of market dynamics, local regulatory requirements
  • Planning the portfolio structure, packaging and communicating the portfolio roadmap plan, tracking and measuring results in creative ways that look beyond the company’s current value propositions
  • Establish strong relationships with SDS leaders and Product leaders across technology and business functions
  • Collaborate with other Portfolio Managers to ensure portfolio and product alignment
  • Leading the design and maintenance of documentation of these due diligence activities
  • Author the solution launch plan, the solution handbook that will be used to coordinate external communications
Qualifications for senior portfolio manager
  • Expertise in all asset classes
  • Strong team player, able to work under pressure
  • Good IT knowledge (Office, Bloomberg, Avaloq)
  • Detail oriented, strong communication (both verbal and written) and the ability to thrive in a team environment are critical
  • Postsecondary education, preferably with a graduate-level degree in business administration
  • Bachelors degree in Business, Accounting, or Engineering or 15 years equivalent industry experience

Senior Portfolio Manager Job Description

Job Description Example
Our company is looking for a senior portfolio manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior portfolio manager
  • Prioritize projects based on “mandatory”, “essential”, and “optimum" project portfolio benefit to the organization
  • Conduct scenario planning and analyses to justify the selection and relative risks involved
  • Verify that all projects add value to the organization
  • Demonstrate that the projects and timing in the portfolio are conducted within the capacity of the organization
  • Ensure stakeholder engagement and responsibility is assigned for securing actualization of intended benefits
  • Report actual benefits relative to intended benefits over the longer term
  • Regularly report status and make recommendations to senior management
  • Chair project portfolio governance meeting
  • Develop and implement business plans which support the operational plans and strategies of LMI
  • Develop, maintain & control integrity of LMI pricing models, pricing process governance , documentation & controls
Qualifications for senior portfolio manager
  • Bachelor’s Degree with minimum 5-7 years of industry experience
  • 10+ years experience in senior level technology related program/project management
  • PMP or equivalent designation
  • The individual will be responsible for following and ensuring the adherence of the business to the broad, strategic direction of CMB
  • Proven ability to operate across multiple regions in a large bank by building networks and leading teams that may not be directly managed
  • Undergraduate degree in Business, Accounting, or Engineering or fifteen (15) years equivalent industry experience

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