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Manager Portfolio Performance Analyst Jobs in Georgia

Huntington

Commercial Portfolio Mgr II

Atlanta, GA · On-site +1

Analysis of existing portfolio to identify trends and opportunities. * Maintain up-to-date knowledge of market/industry trends * Will serve as a mentor/coach to junior portfolio managers, credit ...

Huntington

Commercial Portfolio Mgr II

Atlanta, GA · On-site +1

Analysis of existing portfolio to identify trends and opportunities. Maintain up-to-date knowledge of market/industry trends Will serve as a mentor/coach to junior portfolio managers, credit analysts ...

Aquent

Performance Marketing Analyst

Atlanta, GA · On-site +1

$25 - $28/hr

Monitor, analyze, and optimize performance marketing metrics across diverse channels, including ... Hands-on experience with marketing automation and CRM platforms, specifically with reporting, list ...

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Manager Portfolio Performance Analyst information

What does a manager portfolio performance analyst do?

A Manager Portfolio Performance Analyst is responsible for overseeing the evaluation and reporting of investment portfolio performance. They analyze financial data, monitor portfolio returns, assess risk, and identify trends to help organizations optimize their investment strategies. This role often involves preparing detailed reports for senior management, ensuring compliance with investment guidelines, and collaborating with other teams to improve performance outcomes. Strong analytical skills and knowledge of financial markets are essential for this position.

What are the key skills and qualifications needed to thrive as a manager portfolio performance analyst?

To thrive as a Manager Portfolio Performance Analyst, you need strong analytical skills, financial acumen, and experience in portfolio management, often supported by a degree in finance, economics, or a related field. Familiarity with portfolio analysis tools, advanced Excel, data visualization platforms, and certifications like CFA or FRM are typically required. Exceptional communication, attention to detail, and leadership abilities help you convey insights and drive team performance. These skills are crucial for accurately assessing investment performance, mitigating risk, and supporting strategic decision-making in investment management.

How does a manager portfolio performance analyst typically collaborate with other departments to optimize investment outcomes?

As a Manager Portfolio Performance Analyst, you will regularly collaborate with teams such as portfolio management, risk, and client relations. This cross-functional interaction is essential for analyzing performance data, identifying trends, and providing actionable insights that inform investment strategies. Effective communication and teamwork are crucial, as you may present findings to senior leadership or clients, and work with IT or data teams to improve reporting tools. These collaborations help ensure that investment decisions are well-informed and aligned with organizational goals.

What is the difference between Manager Portfolio Performance Analyst vs Portfolio Analyst?

AspectManager Portfolio Performance AnalystPortfolio Analyst
ResponsibilitiesOversees portfolio performance, develops strategies, manages teamAnalyzes portfolio data, prepares reports, supports decision-making
Required CredentialsBachelor's degree, possibly certifications like CFABachelor's degree, often similar certifications
Work EnvironmentFinancial firms, investment departmentsFinancial firms, asset management companies
Employer UsageUsed in roles with managerial oversightUsed in analytical support roles

The Manager Portfolio Performance Analyst typically has leadership responsibilities, overseeing performance strategies and teams, while the Portfolio Analyst focuses on data analysis and reporting. Both roles require similar credentials and are found in similar environments, but differ in scope and seniority.

What cities in Georgia are hiring for Manager Portfolio Performance Analyst jobs?

Cities in Georgia with the most Manager Portfolio Performance Analyst job openings:

Manager Portfolio Performance Analyst jobs near you

Commercial Portfolio Mgr II

Huntington National Bank

Atlanta, GA • On-site

Full-time

Re-posted 19 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 170 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

Description
Summary:
The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions.
Duties & Responsibilities:
  • Manages a portfolio of commercial customers in partnership with the relationship manager.
  • Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account.
  • Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities.
  • Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue.
  • Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks. Will be responsible for risk rating new credits and ongoing updating of risk grades in assigned portfolio.
  • Responsible for underwriting quality, portfolio administration, and ongoing credit quality of assigned portfolio.
  • Will work directly with the Team Leader, Relationship Managers, Regional Commercial Management, and Regional Credit Officer.
  • Effectively present proposed credit actions in written analysis document and as necessary, verbally to Senior Loan Committee.
  • Conduct portfolio reviews with senior management
  • Must function in the team environment, where the colleague may be assigned to work with teams outside of their direct reporting line. Participation in special projects is expected.
  • Mentor Credit Analysts to develop required competencies and experience.
  • Prioritize work to meet customer expectations.
  • Analysis of existing portfolio to identify trends and opportunities.
  • Maintain up-to-date knowledge of market/industry trends
  • Will serve as a mentor/coach to junior portfolio managers, credit analysts and relationship managers.
  • Will have the ability to successfully interact with senior leadership, clients and prospects on a professional consultative basis.
  • Performs other duties as assigned.

Basic Qualifications:
  • Bachelor's Degree
  • Minimum of 3+ years of relevant experience in Commercial Banking.

Preferred Qualifications:
  • Formal credit training.
  • Proven and in-depth knowledge of credit products, risk assessment and debt structuring.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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