Senior Portfolio Manager

JCW Group

New Canaan, CT

JOB DETAILS
SALARY
$125,000–$165,000 Per Year
SKILLS
Banking Services, Commercial Banking, Credit Risk, Financial Analysis, Financial Modeling, Healthcare, Investment Management, Loan Review, Loans, Microsoft Excel, Performance Analysis, Regulations, Risk, Support Documentation
LOCATION
New Canaan, CT
POSTED
2 days ago

Posted: 13/03/2026 Location: New Canaan, Connecticut, United States Salary: $125,000 - $165,000 Job type: Permanent


This role is for a Portfolio Manager within the Private Client Team at a commercial bank, focusing on a book of C&I relationships with a concentration in Healthcare. The position involves overseeing lending and deposit portfolios, conducting financial analysis, building financial models, and monitoring portfolio performance. Key responsibilities include reviewing loan files, verifying risk ratings, and supporting credit documentation. Candidates should have at least 5 years of diversified C&I banking experience, a solid understanding of credit products and regulations, proficiency in Excel (knowledge of Abrigo is a plus), and a preferred bachelor's degree. This full-time opportunity offers a competitive salary within a supportive team environment.

About the Company

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JCW Group