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Remote Sba Portfolio Manager Jobs (NOW HIRING)

Vestmark, Inc.

Portfolio Manager

OR · Remote

This position can be based out of Wakefield, MA or Remote. Key Responsibilities: * Be a key ... Provide day-to-day portfolio management of direct index portfolios including portfolio construction ...

Vestmark, Inc.

Portfolio Manager

$140K - $160K/yr

This position can be based out of Wakefield, MA or Remote. Key Responsibilities: * Be a key ... Provide day-to-day portfolio management of direct index portfolios including portfolio construction ...

Futran Tech Solutions Pvt. Ltd.

Portfolio Manager

Portfolio Manager Location: Remote JD: Resource will need experience and insights in to the enterprise capital process to support the capital planning process for the business and partner with IT.

New

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

Avidbank

Portfolio Manager

San Jose, CA · On-site +1

$90K - $140K/yr

Portfolio Manager Position type: Full-time Pay range: $90,000 - $140,000 Division: Specialty ... Thrives in a dynamic and remote work environment * Skilled communicator (written and verbal)

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

System One

Portfolio Manager

Vienna, VA · Remote

Business Portfolio & Value Manager Location: Vienna, VA Type: Contract Compensation ... N/A Work Model: Hybrid - onsite and remote Hours: 40.0 Responsibilities * Govern business ...

Mercor

Associate Portfolio Manager

New York, NY · Remote

$150/hr

Portfolio Manager (Buy-Side) Type: Contract Compensation: $150/hour Location ... Remote Role Responsibilities * Provide high-level input on portfolio construction and asset ...

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Remote Sba Portfolio Manager information

See salary details

$37K

$100.5K

$187.5K

How much do remote sba portfolio manager jobs pay per year?

As of Jul 17, 2026, the average yearly pay for remote sba portfolio manager 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.

How does a Remote SBA Portfolio Manager typically collaborate with loan officers and underwriters to manage loan portfolios effectively?

As a Remote SBA Portfolio Manager, effective collaboration with loan officers and underwriters is crucial for ensuring loan compliance and portfolio health. Communication is often handled via email, video calls, and project management tools to review loan performance, address borrower inquiries, and resolve any documentation or servicing issues. Regular virtual meetings help align on risk assessment, loan modifications, and renewals. Building strong relationships remotely requires proactive updates, clear documentation, and responsiveness to ensure all team members stay informed and compliant with SBA guidelines.

What is a Remote SBA Portfolio Manager?

A Remote SBA Portfolio Manager is a finance professional who oversees and manages a portfolio of Small Business Administration (SBA) loans from a remote location. Their responsibilities include monitoring loan performance, ensuring compliance with SBA regulations, communicating with borrowers, and managing risk. They work with lenders and borrowers to resolve issues, process servicing actions, and provide ongoing support to ensure successful loan repayment. This role requires strong analytical, communication, and organizational skills, as well as knowledge of SBA lending guidelines.

What are the key skills and qualifications needed to thrive as a Remote SBA Portfolio Manager, and why are they important?

To thrive as a Remote SBA Portfolio Manager, you need a solid understanding of SBA lending regulations, credit analysis, portfolio management, and typically a bachelor's degree in finance, business, or a related field. Familiarity with loan servicing software, financial analysis tools, and knowledge of SBA loan programs and documentation requirements are essential. Strong organizational skills, attention to detail, and effective communication are crucial soft skills for managing client relationships and ensuring compliance. These competencies ensure accurate loan oversight, risk mitigation, and regulatory adherence, all of which are vital for protecting the lender and supporting small business clients.
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Remote Sba Portfolio Manager jobs near you
Infographic showing various Remote Sba Portfolio Manager job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 5% Part Time, and 5% Contract. Highlights an 100% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.
Portfolio Manager

Portfolio Manager

Vestmark, Inc.

OR • Remote

Other

Re-posted 3 days ago

Job description

Vestmark has been supporting clients' direct indexing solutions for more than a decade.  As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Portfolio Manager in our direct indexing investment management team.  This person will be a key member of the portfolio management team, contribute to the development of direct indexing solutions, and manage the day-to-day personalized portfolios including portfolio management and rebalance, ESG customizations and tax optimization.  In addition, this person will work in a fast paced, dynamic environment with a growth mindset to support future expansions of new products and asset classes.  This position can be based out of Wakefield, MA or Remote.

Key Responsibilities: 

  • Be a key contributor in the development and implementation of direct indexing solutions
  • Provide day-to-day portfolio management of direct index portfolios including portfolio construction, rebalance, monitor index changes and corporate actions, manage client activities and trade review
  • Provide tax transitioning and tax loss harvesting to maximize tax efficiency
  • Provide portfolio analysis, reporting and monitoring of direct index strategies and ad-hoc analysis
  • Work closely with trading, client service, operations to improve portfolio management efficiency, maximize investment outcome and ensure client success
  • Collaborate with internal stakeholders to improve investment processes, and enhance investment management tools and systems

Qualifications:

  • Bachelor's degree in a relevant field required, Graduate degree and CFA designation strongly preferred
  • 5-7+ years of hands-on investment management experience
  • Experience managing equity portfolios maximizing tax efficiency while tracking an index, experience managing direct index portfolios strongly preferred
  • Experience in tax loss harvesting and generate tax alpha
  • Strong understanding of direct indexing, customizations, ESG and sustainability investing, and tax optimization
  • Strong operational experience running, analyzing, and improving processes and systems
  • Working knowledge and experience using equity risk models and portfolio optimizers
  • Excellent communication and collaboration skills, team-player
  • Strong quantitative and analytical skills
  • Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1  #LI-Remote

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