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Manager Portfolio Performance Analyst Jobs in Minnesota

JLL

Senior Performance Analyst

Minneapolis, MN · Remote

$91K - $121K/yr

Senior Performance AnalystPosition Overview Design, develop, and implement comprehensive analytics ... Proven ability to manage, manipulate, and analyze raw data to draw conclusions and develop ...

Land O'Lakes

Seed Portfolio Manager

Arden Hills, MN

Core responsibilities include portfolio strategy, market and competitive analysis, forecasting and ... Monitor portfolio performance (share, volume, margin, inventory health) and recommend corrective ...

Land O'Lakes

Seed Portfolio Manager

Arden Hills, MN

Core responsibilities include portfolio strategy, market and competitive analysis, forecasting and ... Monitor portfolio performance (share, volume, margin, inventory health) and recommend corrective ...

Cargill

Senior Analyst, Corporate Strategy

Wayzata, MN · On-site

$90K - $110K/yr

The Senior Analyst, Corporate Strategy job partners to assess enterprise and portfolio performance ... PORTFOLIO & PERFORMANCE ASSESSMENT: Partners to assess industry structure, business models, key ...

Cargill

Senior Analyst, Corporate Strategy

Wayzata, MN · On-site

$90K - $110K/yr

The Senior Analyst, Corporate Strategy job partners to assess enterprise and portfolio performance ... PORTFOLIO & PERFORMANCE ASSESSMENT: Partners to assess industry structure, business models, key ...

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All JobsPortfolio Performance Analyst JobsManager Portfolio Performance Analyst JobsManager Portfolio Performance Analyst Jobs in Minnesota

Manager Portfolio Performance Analyst information

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 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, and why are they important?

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.

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 are the most commonly searched types of Portfolio Performance Analyst jobs in Minnesota? The most popular types of Portfolio Performance Analyst jobs in Minnesota are:
What cities in Minnesota are hiring for Manager Portfolio Performance Analyst jobs? Cities in Minnesota with the most Manager Portfolio Performance Analyst job openings:
Manager Portfolio Performance Analyst jobs near you

Manager, Portfolio Management & Special Asset

Stearns Bank NA.

Saint Cloud, MN • On-site

$160K - $205K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

At Stearns Bank, we’re helping people, entrepreneurs, small businesses, and local communities nationwide reach their full financial potential. Sound like something you want to be a part of? If so, we’re currently looking for a Manager, Portfolio Management.


Come see how we’re doing business unusual and charting our own path to reimagine a more inclusive financial services and banking ecosystem for all.

BENEFITS

Stearns Bank understands and respects that everyone is managing unique career, family, and wellness needs. That’s why we offer industry-leading benefits to employees to help them live healthy lives and bring their full selves to work every day. Benefits may vary for part-time positions. Some of those benefits include:

  • Employee Stock Ownership Plan & 401k Plan

  • Healthcare (Medical, Dental, Vision, Telehealth, Life insurance)

  • 12-week Paid Parental Leave and Medical Leave: With a cap of 20 weeks for eligible team members who qualify for both Medical and Parental Leave related to the birth of a child.

  • $5,000 Family Care Reimbursement: Childcare, Elder Care, Student Loan Debt, Pet expenses, Down Payment Assistance

  • PTO from 13 to 23 days depending on tenure. Cashout and Carryover options

  • 10 Days Sick Time

  • 11 Paid Holidays

  • 4 Days Volunteer Time

  • 2 Days Self Allowance Time

  • Tuition Assistance

For this position, we anticipate a salary range between $160,000 - $205,000. Final employment offers will be dependent upon the selected candidate’s relevant qualifications and experience.


JOB SUMMARY

The primary responsibilities of the Manager, Portfolio Management include communicating and working with both internal and external customers. The Manager, Portfolio Management is the primary point of contact for borrowers with existing small business and commercial loans classified in regular servicing status, that range in complexity. The Manager, Portfolio Management is responsible for diligently servicing customer requests through assessment of relevant facts, collection and review of borrower financial records and evaluation of the loan file for completeness. The Manager, Portfolio Management proactively monitors the portfolio to ensure credit risks are timely identified with suggested corrective action and potential change to the bank’s internal risk rating, as well as identifying potential new revenue opportunities. The Manager, Portfolio Management must perform critical job duties consistent with regulatory guidance, the SBA’s standard operating procedures and Bank loan policy. The Manager, Portfolio Management must work with credit team inclusive of portfolio and workout teams, lending teams, legal team, and other management to supervise the bank’s commercial and SBA loan portfolio to proactively identify and manage credit risks, identify, monitor, and handle problem credits, and enforce loan and credit documents. Assist with identifying and occasionally negotiate workout solutions to mitigate credit risks by securing paydowns and/or additional collateral and guarantors or exiting credit, pursuing full collection in collaboration with legal team, and recommend risk rating changes, changes in accrual status, charge downs and charge offs, and retention, workout and recovery strategies. This position is also responsible for the day-to-day management of the SBA Portfolio Managers. This includes, but not limited to hiring, coaching, performance reviews, responding to questions, and serving as a liaison between management and support staff.


RESPONSIBILITIES

  • Management and day-to-day supervision of the SBA and Portfolio Management Team, inclusive of the Special Assets team. This includes hiring, coaching, performance reviews, establishing and tracking KPIs/KRIs, and terminations. Assure that the staff is fully trained, that cross-training is provided, collaboration and teamwork is required and reinforced, and ongoing training opportunities are offered
  • Manage a portfolio of existing credit relationships ensuring credit quality, soundness of risk ratings, condition of credit files and adherence to Bank loan policy and regulatory guidance.
  • Strong knowledge of credit risk management practices and the regulatory loan risk rating scale, with ability to identify and escalate recommendations for changes.
  • Complete and document a defined number of loan reviews, which includes a preliminary evaluation of financial records, on a quarterly basis for all loans in the portfolio and classified in regular servicing status.
  • Prepare internal documentation, as applicable, to memorialize material changes to the loan since approval.
  • Demonstrate strong expertise in structuring and negotiating loan agreements, with proven ability to manage and resolve workout and distressed credit situations to maximize recovery and mitigate risk.
  • Oversee the credit department loan presentations or quarterly reviews to present to the chief credit officer and/or loan committee.
  • Work with the chief credit officer in preparation for loan committee review.
  • Respond to customer inquiries, credit requests or servicing requests in a timely manner, consistent with the Small Business Administration’s SOP 50 57 (4) and Bank loan policy.
  • Proactively identify cross-selling opportunities through borrower interactions, promoting bank lending and deposit products to drive relationship growth and portfolio production.
  • Review daily reports of delinquent loans and take affirmative action to collect payments on past-due accounts driving down delinquency and non-performing loans
  • Document customer communications, both written and verbal, in designated record-keeping platforms.
  • Conduct reviews of existing loans for compliance, quality, covenant, and exception monitoring, acting timely for action on both risk rating upgrade or downgrades
  • Monitor delinquent real estate tax reports.
  • Monitor all insurance requirements associated with the loan and determine whether force-placed insurance is appropriate.
  • Review documentation generated by SBA and Sr. Portfolio Managers and assist in any modifications that may be needed prior to the documents being executed.
  • Oversee the monitoring of Other Real Estate Owned Portfolio


REQUIREMENTS

  • Occasionally lift and/or move up to 10 lbs.
  • Ability to understand and follow instructions in English.
  • Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk or hear.
  • Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.


QUALIFICATIONS

  • Bachelor’s degree (B.A.) or equivalent from a four-year college or technical school; or four years related experience and/or training; or equivalent combination of education and experience.
  • Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition, and projections.
  • Strong knowledge of basic banking products, commercial lending products and ability to match solutions with the borrowers.
  • Excellent communication skills, both oral and written.
  • Excellent team management skills.
  • Ability to perform job responsibilities with minimal direction.
  • Strong presentation, written and verbal communication skills.
  • Ability to work independently and within a team.
  • Detail orientated.
  • Ability to multi-task and prioritize work to meet deadlines.
  • Excellent organizational skills.
  • Adaptable to changing job requirements and responsibilities.


THE COMPANY

Founded in 1912, Stearns Financial Services Inc. (SFSI) is a $3.2 billion, independently owned financial institution with locations in Minnesota, Florida and Arizona, and over 35,000 small business customers nationwide. Specializing in affordable housing financing, USDA and SBA lending, and small business and equipment financing, Stearns Bank is regularly recognized as one of the country’s top-performing banks and “Best Banks to Work For” by American Banker.

As a Star Tribune Top Workplaces award recipient and an award recipient of the Minnesota Business Magazine 100 Best Places to Work in Minnesota, Stearns takes pride in their team and holds their employees in extremely high regard. We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation. To learn more about Stearns Bank, visit www.StearnsBank.com

EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran’s status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.

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