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Director Portfolio Management Jobs (NOW HIRING)

Amtrak

The Director Portfolio Management will be responsible for managing project development, identifying appropriate delivery methods, and advancing projects from concept to execution planning for the ...

Amtrak

The Director Portfolio Management will be responsible for managing project development, identifying appropriate delivery methods, and advancing projects from concept to execution planning for the ...

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Director Portfolio Management information

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$29K

$118.3K

$199.5K

How much do director portfolio management jobs pay per year?

As of Jul 3, 2026, the average yearly pay for director portfolio management in the United States is $118,331.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $168,500.00 per year, depending on experience, location, and employer.

What does a Director of Portfolio Management do?

A Director of Portfolio Management oversees a company’s portfolio of investments, projects, or products to ensure they align with organizational goals and deliver maximum value. This role involves strategic planning, resource allocation, performance monitoring, and risk management across multiple initiatives. Directors of Portfolio Management often work closely with senior leadership to prioritize projects, optimize returns, and adapt to market changes. They also lead teams of portfolio managers and analysts to track progress and report on overall portfolio performance.

What is the difference between Director Portfolio Management vs Portfolio Analyst?

AspectDirector Portfolio ManagementPortfolio Analyst
ResponsibilitiesOversees entire investment portfolios, develops strategies, manages teamsAnalyzes portfolio performance, supports decision-making, prepares reports
Required CredentialsTypically requires advanced degrees (MBA, CFA), extensive experienceOften requires a bachelor's degree, some experience, and certifications like CFA
Work EnvironmentSenior management, strategic planning, leadership rolesAnalytical, research-focused, supporting roles within investment teams

The main difference is that the Director of Portfolio Management leads and strategizes at a high level, while the Portfolio Analyst supports analysis and reporting. Both roles require financial expertise, but the director has broader responsibilities and leadership duties.

How does a Director of Portfolio Management typically collaborate with cross-functional teams to achieve organizational goals?

As a Director of Portfolio Management, you will frequently work with teams across project management, finance, product development, and senior leadership to align the portfolio’s strategy with business objectives. Effective collaboration involves facilitating regular portfolio reviews, communicating priorities, and resolving resource conflicts to ensure that projects are progressing as planned. Building strong relationships and maintaining open lines of communication are crucial, as you will be responsible for balancing competing interests while maximizing value from the portfolio. This cross-functional coordination is key to driving successful outcomes and ensuring the organization’s strategic goals are met.

What are the key skills and qualifications needed to thrive as a Director of Portfolio Management, and why are they important?

To excel as a Director of Portfolio Management, you need expertise in financial analysis, investment strategy, and risk management, typically backed by a degree in finance or business and often an MBA or a CFA designation. Familiarity with portfolio management software, financial modeling tools, and advanced analytics platforms is standard. Strong leadership, strategic thinking, and effective communication are crucial soft skills for guiding teams and engaging stakeholders. These competencies ensure the optimal allocation of assets, alignment with organizational goals, and sustained portfolio growth in a dynamic market.
More about Director Portfolio Management jobs
What cities are hiring for Director Portfolio Management jobs? Cities with the most Director Portfolio Management job openings:
What are the most commonly searched types of Portfolio Management jobs? The most popular types of Portfolio Management jobs are:
What states have the most Director Portfolio Management jobs? States with the most job openings for Director Portfolio Management jobs include:
What job categories do people searching Director Portfolio Management jobs look for? The top searched job categories for Director Portfolio Management jobs are:
Director Portfolio Management jobs near you
Infographic showing various Director Portfolio Management job openings in the United States as of June 2026, with employment types broken down into 97% Full Time, 2% Part Time, and 1% Temporary. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $118,331 per year, or $56.9 per hour.
Director Portfolio Management MMB

Director Portfolio Management MMB

Webster Bank

New Haven, CT • On-site

Full-time

Posted 28 days ago

Webster Bank rating

7.1

Company rating: 7.1 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

103rd of 144 rated banks

Job description

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
At Webster Bank, our financial intermediation activities are organized broadly around three distinct lines of business: the Consumer Bank, the Commercial Bank, and HSA Bank.
This position will be aligned with the Commercial Bank.
Commercial Banking delivers solutions to a wide range of companies, investors, government entities, and other public and private institutions. We help our clients achieve their business and financial goals through our deep expertise in Commercial & Institutional Lending, Commercial Real Estate, Capital Markets, Capital Finance and Treasury Management. Our Wealth Management team pairs holistic wealth solutions, including tailored lending, with commercial banking services, helping our clients achieve their financial goals.
The Director, Portfolio Management role will work within the Commercial Banking Middle Market division and will partner with portfolio and relationship managers to support (i) underwriting new commercial loans for private and publicly owned businesses and (ii) the ongoing portfolio management of existing lending relationships. Responsibilities will include conducting underwriting due diligence, financial analysis of borrowers and guarantors, preparation of internal credit memos, presentation of underwriting diligence and portfolio management results to credit committee, monitoring covenant compliance, risk ratings and credit quality of the portfolio, and other activities in support of the region's overall goals. Throughout the process the Portfolio Manager will interact with multiple internal and external stakeholders, including credit professionals, capital markets, company management, investment bankers, legal counsel, and operations personal. The position will also have the opportunity to teach and mentor junior deal team members.
Major Duties and Responsibilities
Underwriting
  • Lead underwriting due diligence and partner with relationship managers and junior deal team members to produce deal screen and underwriting documents
  • Interface with clients and other stakeholders to facilitate underwriting process
  • Detail debt financings and company financials utilizing Excel and Webster's credit management platform, Sageworks
  • Perform sensitivity analysis and modeling of projected cash flows
  • Draft approval document narrative, thoroughly identify all risks and mitigating factors, document variances to policy/procedures, and assign accurate risk grade
  • Responsible for presenting underwriting memos to credit committee
  • Support legal documentation drafting and negotiations
  • Facilitate loan closing process with commercial loan operations

Portfolio Management
  • Review, spread, and maintain periodic financial statements, compliance certificates and borrowing base reports
  • Engage with borrowers' CFOs (or similar position) to get qualitative updates on performance
  • Listen to annual or other interim lender update calls and ask questions, when appropriate
  • Ensure the timely completion of renewals, annual reviews, and interim analyses.
  • Ensure borrower is assigned an appropriate risk rating
  • Present internal portfolio review memos to senior credit executives at periodic meetings
  • Execute all amendments/waivers for existing borrowers
  • Maintain ticklers, covenants, and borrower credit files
  • Maintain customer information and data integrity on bank systems
  • Ensure compliance with all regulations, policies, and procedures

Other
  • Generate new ideas and recommendations for continuous process improvement
  • Represent Webster Bank as a brand ambassador at business and charitable events
  • Participate in special projects on an as-needed basis

EDUCATION, EXERIENCE & SKILLS
  • Education: Bachelor's degree; courses in accounting and finance field preferred
  • Experience: 4-7 years of prior professional experience or equivalent; professional experience in Accounting/Finance/Banking-related position is preferred
  • Excellent analytic skills and attention to detail
  • Strong written and verbal communication skills
  • Strong competency in Microsoft Office suite - including Excel and PowerPoint; experience with financial modeling is required
  • Good interpersonal skills with the ability to interface with relationship managers, portfolio managers, credit officers, clients, and senior management
  • The ability to answer unstructured business questions and work independently to drive tasks to completion
  • Locations: Connecticut: New Haven, Stamford, Hartford; Hybrid schedule

The estimated salary range for this position is $140,000.00 to $175,000.00. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
#LI- SJ1
Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

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