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Portfolio Officer Jobs (NOW HIRING)

World Bank

Portfolio Officer

Washington, DC · On-site

Each Portfolio Officer will own day-to-day management of an assigned portfolio segment, serving as the primary point of accountability for portfolio execution, compliance, and client delivery. DUTIES ...

The World Bank Group

Portfolio Officer

Washington, DC · On-site

Each Portfolio Officer will own day-to-day management of an assigned portfolio segment, serving as the primary point of accountability for portfolio execution, compliance, and client delivery. DUTIES ...

Hope Bank

Portfolio Officer - CBG

Fort Lee, NJ

$85K - $90K/yr

As the Portfolio Officer - CBG, you will be responsible for commercial loan underwriting and credit monitoring/reporting. As part of loan underwriting, you should be able to perform financial ...

East West Bank

SBA Portfolio Officer

San Marino, CA · On-site

$71K - $110K/yr

East West Bank is currently seeking a SBA Portfolio Officer. This position will be primarily responsible to underwrite SBA loans to East West Bank and US SBA policies and procedures. * Able to ...

East West Bank

SBA Portfolio Officer

San Marino, CA · On-site

$71K - $110K/yr

Overview East West Bank is currently seeking a SBA Portfolio Officer. This position will be primarily responsible to underwrite SBA loans to East West Bank and US SBA policies and procedures.

Bbcnbank

Portfolio Officer - CBG

Fort Lee, NJ · On-site

$85K - $90K/yr

As the Portfolio Officer - CBG, you will be responsible for commercial loan underwriting and credit monitoring/reporting. As part of loan underwriting, you should be able to perform financial ...

Hope Bank

Portfolio Officer - CBG

Duluth, GA

$85K - $90K/yr

As the Portfolio Officer - CBG, you will be responsible for commercial loan underwriting and credit monitoring/reporting. As part of loan underwriting, you should be able to perform financial ...

Bank of Hope

Portfolio Officer - CBG

Fort Lee, NJ · On-site

$85K - $90K/yr

As the Portfolio Officer - CBG, you will be responsible for commercial loan underwriting and credit monitoring/reporting. As part of loan underwriting, you should be able to perform financial ...

Citigroup, Inc.

Credit Portfolio Officer

Wilmington, DE · On-site

$151K - $175K/yr

A. seeks a Credit Portfolio Officer for its Wilmington, Delaware location. Duties: Perform quantitative and statistical analyses to identify high-risk pockets and emerging risks. Design credit tests ...

East West Bank

SBA Portfolio Officer

San Marino, CA · On-site

$71K/yr

Overview East West Bank is currently seeking a SBA Portfolio Officer. This position will be primarily responsible to underwrite SBA loans to East West Bank and US SBA policies and procedures.

Citi

Credit Portfolio Officer

Wilmington, DE · Hybrid

$151K - $175K/yr

A. seeks a Credit Portfolio Officer for its Wilmington, Delaware location. Duties: Perform quantitative and statistical analyses to identify high-risk pockets and emerging risks Design credit tests ...

Cathay Bank

AVP, Loan Portfolio Officer

Flushing, NY · On-site

$80K - $95K/yr

Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY AVP, Loan Portfolio Officer ("LPO") is responsible for maintaining and monitoring existing commercial loan ...

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How much do portfolio officer jobs pay per year?

As of Sep 10, 2026, the average yearly pay for portfolio officer in the United States is $97,185.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $152,500.00 per year, depending on experience, location, and employer.

What is a portfolio officer?

Portfolio Officers are professionals responsible for managing and overseeing a collection of projects, investments, or assets within an organization. They monitor performance, assess risks, and ensure that the portfolio aligns with the organization's strategic objectives. Their duties often include reporting on portfolio progress, optimizing resource allocation, and supporting decision-making processes to maximize value and minimize risks. Portfolio Officers typically work in sectors such as finance, investment, or project management.

How does a portfolio officer typically collaborate with project managers and stakeholders to ensure successful project delivery?

A Portfolio Officer works closely with project managers and stakeholders by regularly reviewing project progress, aligning initiatives with organizational goals, and facilitating clear communication across teams. They often organize portfolio review meetings, help prioritize projects based on resource availability, and ensure that risks and dependencies are managed effectively. This collaborative approach not only keeps projects on track but also supports timely decision-making and optimal use of resources.

What are the key skills and qualifications needed to thrive as a portfolio officer, and why are they important?

To thrive as a Portfolio Officer, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or a related field. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA or PMP are often highly valued. Excellent communication, organizational skills, and attention to detail help you effectively manage multiple projects and engage stakeholders. These competencies are crucial for overseeing investments, ensuring risk management, and achieving organizational objectives.

What does a portfolio officer do?

A portfolio officer manages a collection of investments, projects, or client accounts to ensure they meet organizational goals. They analyze performance data, assess risks, and develop strategies to optimize the portfolio's value, often using financial or project management tools. Strong analytical skills and industry knowledge are essential for this role.
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Portfolio Officer jobs near you
Infographic showing various Portfolio Officer job openings in the United States as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $97,185 per year, or $46.7 per hour.

Portfolio Officer

Washington, DC • On-site

World Bank
International Trade Financing • 1 - 5K employees
Learn more about World Bankexternal

Full-time

Posted 14 days ago

Key responsibilities

  • Manage the full post-signature lifecycle of an assigned portfolio segment, ensuring compliance with contractual obligations, policies, and standards.

  • Conduct due diligence, risk assessments, and monitor projects for early warning signals to identify and mitigate risks.

  • Manage client relationships, negotiate contract changes, and identify new business opportunities within the portfolio.

Job description

Build a career with impact. Working at the World Bank Group (WBG) provides a unique opportunity to help countries solve their greatest development challenges. As one of the largest sources of funding and knowledge for developing countries, the WBG is a unique partnership of five global institutions dedicated to ending poverty, increasing shared prosperity, and promoting sustainable development. With 189 member countries and more than 120 offices worldwide, the WBG works with public and private sector partners, investing in groundbreaking projects and using data, research, and technology to develop solutions to the most urgent global challenges.

Do you want to build a career that is truly worthwhile? The Multilateral Investment Guarantee Agency (MIGA) is a member of the World Bank Group with a mission to promote foreign direct investment into developing countries to help end extreme poverty and boost shared prosperity on a livable planet. MIGA houses the World Bank Group (WBG) guarantee platform which brings together products and experts from the World Bank, International Finance Corporation (IFC), and MIGA for simplicity, efficiency, and speed. MIGA serves as a one-stop shop for all WBG guarantee business, providing the best guarantee solutions for clients to meet project needs and development priorities. The platform provides three types of coverages: credit guarantees for loans to the public or private sector; trade finance guarantees for trade finance projects involving public entities; and political risk insurance against non-commercial risks for private sector projects or public-private partnerships. For more information, visit www.miga.org.

MIGA Portfolio Management
The PM team is seeking two Portfolio Officers who each combine strong execution capability with analytical rigor and client relationship skills. Each Portfolio Officer will own day-to-day management of an assigned portfolio segment, serving as the primary point of accountability for portfolio execution, compliance, and client delivery.

DUTIES AND RESPONSIBILITIES
 
Portfolio Management and Compliance
  Manage the full post-signature lifecycle of an assigned portfolio segment, ensuring compliance with all contractual obligations, MIGA policies, and institutional standards.
  Own portfolio execution for assigned projects: contract administration, amendments, waivers, consents, assignments, elections of coverage, and cancellations.
  Implement portfolio management plans and strategies across assigned projects, translating portfolio-level decisions from the Portfolio Manager into project-level actions.
  Coordinate across departments (Legal, Finance, E&S, Reinsurance, underwriting) on contract matters, ensuring timely feedback and follow-up.
  Ensure compliance with portfolio obligations including monitoring of regular reporting requirements (AMRs, financial statements, DEIs), premium payments, and coverage elections.

Risk Management and Early Warning
  Conduct due diligence and risk assessment for contract modifications, restructurings, and amendments, ensuring alignment with MIGA policies.
  Provide early warning signals for projects at risk: monitor covenant compliance, financial performance, political risk developments, and E&S triggers.
  Develop and maintain project-level risk assessments and contribute to portfolio-level risk reporting.
  Recommend and implement risk mitigation actions, including restructuring proposals, enhanced monitoring, or escalation to the Portfolio Manager and Senior Portfolio Officers.
  Support pre-claims monitoring and contribute to operational readiness for potential claims events in coordination with Legal (MIGLC).

Client Relationship Management
  Manage client relationships and ensure a high level of client satisfaction; negotiate changes in the contracts of guarantee with investors to ensure contracts are developed and documented in accordance with MIGA's policies and procedures while also satisfying the needs of clients.
  Connect with MIGA clients (in coordination with the Portfolio Manager, Senior Portfolio Officers, and Client Service Leaders) to maintain optimal MIGA coverage for existing projects.
  Proactively identify new business opportunities, upsell potential, and cross-selling opportunities with existing portfolio clients, feeding insights into the origination teams.
  Participate in selection of new business transactions with existing clients in MIGA portfolio. Provide formal portfolio-based input into pipeline selection and structuring decisions, drawing on portfolio experience and risk patterns.
  Maintain close contact with private sector investors, lenders and other institutions working on the development and implementation of MIGA projects in developing countries.

Pre-Claims and Evaluation Support
  Coordinate with MIGLC to represent MIGOP with respect to any pre-claims or claims issues; support MIGLC engagements on pre-claims from an operations perspective. Lead portfolio-side operational readiness for pre-claims scenarios, including distressed project playbooks.
  Identify and document evaluation findings and rate the guarantee projects on overall development outcomes, MIGA's effectiveness and the project's contribution to MIGA's financial results as part of the project evaluation report (PER) team.
  Collaborate with PER team colleagues to research, analyze and prepare evaluation reports.

Portfolio Analytics and Reporting
  Participate in strengthening MIGA's operational risk management and internal control processes, especially in areas related to underwriting and portfolio management.
  Assist the Portfolio Manager in various analytical reports and papers for MIGA's Management and the Board of Directors, including project modification papers to the Board of Directors for its concurrence, PRC/FAC memos; and provide input to quarterly EVP reports and annual Guarantee Portfolio paper.
  Analyze operational business results and portfolio trends, developmental impact, reasons for contract cancellation and lessons learned, and make subsequent recommendations to ensure a more balanced portfolio. Deliver decision-oriented analysis with clear actions, trade-offs, and recommended interventions.
  Direct and quality-assure analytical outputs from Portfolio Analysts, ensuring data accuracy and strategic relevance.

Knowledge Management and Team Leadership
  Build capacity and mentor Portfolio Analysts to improve their knowledge and skills for efficient work delivery. Provide structured guidance, assign analytical tasks, and conduct quality reviews of Analyst outputs.
  Contribute to knowledge management through relevant lessons learned from the portfolio and maintain feedback loops from portfolio to new business. Systematically document risk patterns, structuring issues, and client insights to strengthen institutional knowledge.
  Support onboarding and induction of new team members, including training on PM processes, systems, and portfolio tools.
  Champion use of digital tools, PM portal, and workflow automation to drive efficiency and reduce manual processing.

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