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Finance Portfolio Management Jobs (NOW HIRING)

Fifth Third

Credit Analyst II - Leveraged Finance Portfolio Management At Fifth Third Make banking a Fifth Third better ® . We connect great people to great opportunities. GENERAL FUNCTION: The Credit Analyst ...

CIBC

Portfolio Manager - Specialty Finance

Chicago, IL · On-site

$135K - $155K/yr

Portfolio Management** - Oversee a portfolio of specialty finance clients, ensuring strong performance and effective risk management. * **Client Relationship Building** - Engage directly with clients ...

CIBC

Portfolio Manager - Specialty Finance

Chicago, IL · On-site

$135K - $155K/yr

Portfolio Management** - Oversee a portfolio of specialty finance clients, ensuring strong performance and effective risk management. * **Client Relationship Building** - Engage directly with clients ...

BravoTech

Financial Portfolio Management Lead

Dallas, TX · On-site

$88K - $115K/yr

Financial Portfolio Management Lead Location: Dallas TX - Hybrid 3-4 days onsite Job Type: 6 months ... Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems ...

BravoTECH

Financial Portfolio Management Lead

Dallas, TX · On-site

$88K - $115K/yr

Financial Portfolio Management Lead Location: Dallas TX - Hybrid 3-4 days onsite Job Type: 6 months ... Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems ...

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Finance Portfolio Management information

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How much do finance portfolio management jobs pay per year?

As of Sep 11, 2026, the average yearly pay for finance portfolio management in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

Do I need a CFA to become a finance portfolio manager?

A CFA designation is not mandatory to become a finance portfolio manager, but it is highly valued and can enhance credibility and job prospects. Many portfolio managers also hold advanced degrees like an MBA and have strong skills in financial analysis, risk management, and investment strategies.

How much do finance portfolio managers make?

Finance portfolio managers typically earn a median annual salary ranging from $80,000 to $150,000, with experienced professionals and those managing large or complex portfolios earning significantly more. Compensation often includes bonuses, profit sharing, and other incentives, especially in investment firms or financial institutions. Salaries can vary based on location, experience, certifications like CFA, and the size of the managed assets.

What does a finance portfolio management do?

A finance portfolio management professional oversees investment portfolios to achieve clients' financial goals by analyzing market trends, selecting assets, and balancing risk and return. They use tools like financial models and may hold certifications such as CFA, working closely with clients or organizations to optimize investment strategies.

What are popular job titles related to Finance Portfolio Management jobs?

For Finance Portfolio Management jobs, the most frequently searched job titles are:

Infographic showing various Finance Portfolio Management job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Credit Portfolio Management / Portfolio Associate

Manhattan, NY • On-site

Jefferies
Investment Banking and Securities Dealing • 10K+ employees
Learn more about Jefferiesexternal

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

Jefferies Finance Portfolio Associate - Credit Risk & Portfolio Management Overview

Seeking a Portfolio Associate to support the management and monitoring of a diversified portfolio of leveraged and corporate loan exposures. This individual will partner closely with Underwriting, Leveraged Finance, Capital Markets, and Relationship Management teams to evaluate credit performance, identify emerging risks, and support credit decision-making throughout the life of a transaction.

The ideal candidate will have a strong foundation in credit analysis, financial statement analysis, and commercial lending, with experience monitoring non-investment grade companies.

Responsibilities Portfolio Management & Credit Monitoring

  • Monitor the ongoing credit performance of a portfolio of middle-market and large corporate borrowers.
  • Analyze quarterly and annual financial results, operating trends, liquidity, leverage, and cash flow performance.
  • Identify and escalate emerging credit risks, industry developments, and covenant compliance concerns.
  • Maintain risk ratings and recommend changes based on evolving borrower fundamentals.
  • Participate in annual reviews, portfolio reviews, watchlist discussions, and risk committee presentations.

Financial Analysis

  • Build and maintain detailed financial models.
  • Perform cash flow, liquidity, leverage, and debt service coverage analysis.
  • Conduct comparable company and capital structure analyses.
  • Assess borrower repayment capacity and downside risk scenarios.
  • Review management projections and variance-to-plan reporting.

Credit & Transaction Support

  • Evaluate amendments, waivers, covenant modifications, and restructuring requests.
  • Review credit agreements, loan documents, security packages, and collateral reporting.
  • Support underwriting efforts for new transactions, refinancings, and incremental financings.
  • Assist in preparing credit memoranda and approval materials.

Cross-Functional Partnership

  • Partner with Leveraged Finance, Capital Markets, Industry Coverage, Research, Trading, and Legal teams.
  • Present borrower updates and portfolio analysis to senior management.
  • Collaborate with relationship managers and deal teams on ongoing client developments.

Qualifications

  • 2-5 years of experience in:
    • Commercial Banking
    • Corporate Banking
    • Leveraged Finance
    • Credit Risk Management
    • Asset-Based Lending (ABL)
    • Portfolio Management
  • Experience analyzing non-investment grade and leveraged borrowers.
  • Strong understanding of commercial loan structures and credit documentation.
  • Familiarity with revolvers, term loans, ABL facilities, and covenant packages.
  • Financial modeling and credit underwriting experience.
  • Formal Credit Training Program preferred.
  • Bachelor's degree in Finance, Accounting, Economics, or related field.

Preferred Skills

  • Advanced Excel and financial modeling skills.
  • Strong accounting and financial statement analysis capabilities.
  • Familiarity with Bloomberg, Capital IQ, FactSet, or similar platforms.
  • Excellent analytical, communication, and presentation skills.
  • Ability to manage multiple priorities in a fast-paced environment.

New York, NY Full Time Base Salary Range of $100,000 - 150,000. 

#LI-DNI

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.

The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.


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