Manager, Portfolio Management at Jobgether – United States

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Manager, Portfolio Management in United States.

This role offers the opportunity to lead and manage post-closing portfolio operations in a mission-driven environment. As Manager, Portfolio Management, you will oversee a diverse portfolio of commercial loans, ensuring financial performance, compliance, and risk mitigation while maintaining strong borrower relationships. You will perform detailed financial analyses, monitor covenant compliance, and support strategic loan workouts. This position provides the chance to influence lending practices, optimize portfolio performance, and deliver meaningful impact to communities served. You will work closely with cross-functional teams, translating data into actionable insights while contributing to a collaborative and results-oriented environment. The role is remote-based within the US, with occasional travel required, offering a balance of autonomy, responsibility, and strategic impact.

• Oversee performance of assigned loan portfolios, analyzing trends, emerging risks, and borrower financials
• Conduct quarterly and annual portfolio reviews to evaluate risk and inform stakeholders of trends or concerns
• Manage post-closing borrower relationships, addressing covenant compliance, performance issues, and loan inquiries
• Prepare and review loan documentation for modifications, extensions, and workout plans
• Deliver accurate financial and risk analyses for key loan events, including annual reviews and defaults
• Collaborate with cross-functional teams to ensure alignment on portfolio performance, compliance, and risk mitigation
• Attend internal and external meetings and perform additional duties as assigned to meet business needs

• Minimum of 5 years of professional experience in Portfolio or Asset Management within financial services, commercial real estate, or related sectors
• Formal commercial credit training from a recognized bank or institution
• Bachelor’s degree in Accounting, Finance, Economics, or related field (or equivalent combination of education and experience)
• Expertise in analyzing financial statements, tax returns, construction budgets, appraisals, and project plans
• Strong proficiency in Excel and financial modeling; experience with systems like Salesforce and Microsoft Office
• Ability to synthesize complex information and communicate analysis clearly in written and oral form
• Demonstrated capability to work independently in a remote environment, manage multiple priorities, and collaborate effectively across teams and geographies

Preferred Qualifications:

• Experience with communities experiencing historical disinvestment
• Knowledge of affordable housing subsidy programs, historic tax credits, or other economic development tools
• Commitment to continuous learning, equity-focused practices, and improving portfolio management processes

• Annual salary range: $99,500 – $110,600 (based on experience and internal equity)
• Up to 20 paid holidays/business closure days, plus 3 floating holidays and unlimited flexible time off
• Group medical insurance with funded health reimbursement account, dental and vision plans
• Life insurance and disability coverage
• Retirement plan with 4% non-elective employer contribution and 2% additional match
• Work-from-home fund and flexible spending accounts for health, dependent care, and commuter expenses
• Remote-first work environment with occasional travel (~20%)