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Senior Portfolio Manager Jobs in Rochester, NY (NOW HIRING)

Northwest

Sr. Middle Market Banker

Webster, NY · On-site

$180K - $210K/yr

The Sr. Middle Market Banker is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing ...

Tompkins Community Bank

Wealth Advisor III

Pittsford, NY · On-site

$100K/yr

Develop and deepen a client portfolio through disciplined prospecting and relationship development, consistently delivering against the revenue expectations of a senior advisor * Manage inbound ...

L3HHCM20

Senior Manager, Facilities

Rochester, NY

Senior Manager, Facilities Job Code: 41882 Job Location: Rochester, NY Job Schedule: 9/80 ... This role leads facilities operations for a multi-site portfolio (directly and indirectly) that may ...

Starr Insurance Holdings, Inc.

Head of EPMO

Rochester, NY · On-site

$225 - $275/hr

... managers responsible for delivering high-visibility initiatives within the enterprise change portfolio. Reporting into the Office of CEO and as a trusted advisor to senior leadership, the Head of ...

Kiongroup

Software Engineering Manager

Henrietta, NY · On-site

Engineering & Project Portfolio Management * Manage engineering staffing and resource allocation ... Serve as a senior escalation point for customer concerns, project execution challenges, technical ...

Kiongroup

Software Engineering Manager

Henrietta, NY

Engineering & Project Portfolio Management * Manage engineering staffing and resource allocation ... Serve as a senior escalation point for customer concerns, project execution challenges, technical ...

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All JobsPortfolio JobsSenior Portfolio Manager JobsSenior Portfolio Manager Jobs in Rochester, NY

Senior Portfolio Manager information

See Rochester, NY salary details

$44.4K

$101.5K

$119.9K

How much do senior portfolio manager jobs pay per year?

As of Aug 27, 2026, the average yearly pay for senior portfolio manager in Rochester, NY is $101,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,900.00 and $114,900.00 per year, depending on experience, location, and employer.

What does a senior portfolio manager do?

A Senior Portfolio Manager is responsible for overseeing and managing investment portfolios on behalf of clients or institutions, with the goal of maximizing returns while managing risk. They develop investment strategies, analyze market trends, select appropriate securities, and continuously monitor portfolio performance. In addition, they often lead a team of analysts and junior managers, communicate with clients, and ensure portfolios align with clients’ financial goals and risk tolerance. Senior Portfolio Managers typically have extensive experience in finance, strong analytical skills, and a deep understanding of financial markets.

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

To thrive as a Senior Portfolio Manager, you need advanced knowledge of investment strategies, financial analysis, and portfolio construction, typically supported by a relevant degree and credentials like the CFA designation. Expertise in portfolio management software, financial modeling tools, and risk assessment systems is commonly required. Strong leadership, communication, and decision-making skills help build client trust and effectively manage teams. These competencies are crucial for delivering consistent investment performance, managing risk, and maintaining client satisfaction in a competitive financial environment.

How does a senior portfolio manager typically collaborate with analysts and other investment professionals within a firm?

Senior Portfolio Managers often work closely with research analysts, junior portfolio managers, and trading teams to develop and execute investment strategies. They rely on analysts to provide in-depth market research and sector insights, which inform asset allocation and security selection decisions. Regular team meetings and strategy sessions are common to ensure alignment and to adapt to market changes. Effective collaboration helps maintain a well-balanced portfolio and enables the Senior Portfolio Manager to make informed, timely investment decisions that align with client objectives.

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

AspectSenior Portfolio ManagerPortfolio Analyst
Required CredentialsTypically requires CFA, MBA, or similar certificationsOften requires a bachelor's degree; CFA is a plus
Work EnvironmentLeads investment strategies, manages portfolios, makes high-level decisionsConducts research, analyzes data, supports portfolio decisions
Employer & Industry UsageUsed in asset management firms, hedge funds, institutional investorsCommon in investment firms, banks, financial advisory companies

The main difference between a Senior Portfolio Manager and a Portfolio Analyst lies in their responsibilities and experience level. Senior Portfolio Managers oversee investment strategies and make high-stakes decisions, while Portfolio Analysts support these decisions through research and analysis. Both roles are integral to investment management but differ in scope and seniority.

What job categories do people searching Senior Portfolio Manager jobs in Rochester, NY look for?

The top searched job categories for Senior Portfolio Manager jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Senior Portfolio Manager jobs?

Cities near Rochester, NY with the most Senior Portfolio Manager job openings:

Senior Portfolio Manager jobs near you
Infographic showing various Senior Portfolio Manager job openings in Rochester, NY as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $101,462 per year, or $48.8 per hour.

Sr. Middle Market Banker

Webster, NY • On-site

Northwest
See more jobs at Northwestexternal

$180K - $210K/yr

Full-time

Re-posted 19 days ago

Job description

NY0341 Webster, NY0705 NY Region Business Office

Job Description

The Sr. Middle Market Banker is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The Sr. Middle Market Banker is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team.

Essential Functions

  • Develop and expand existing commercial banking relationships

  • Prospect actively and successfully bring in new relationships to Northwest

  • Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships

  • Meet or exceed budgeted goals

  • Actively participate in community and professional networking events

  • Develop meaningful "Centers of Influence" relationships

  • Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs

  • Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest

  • Manage a commercial loan portfolio of both credit and non-credit clients

  • Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required

  • Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis

  • Ensure non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate

  • As required, collect on delinquent accounts

  • Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management

  • Complete loan closings in partnership with Portfolio Management & the Loan Closers

  • Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management

  • Participate in continued sales, product and credit training

  • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations

  • Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency

  • Work as part of a team

  • Work with on-site equipment

Education and Experience preferred

  • Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing

  • 6 - 8 years of account relationship management experience

  • 6 - 8 years of experience consistently delivering strong sales performance

  • Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products

  • Strong negotiating skills in terms, loan structure, and pricing

  • Knowledge and understanding of risk management

  • Excellent verbal, written, and interpersonal communication skills

  • Ability to multitask and effectively prioritize responsibilities

The pay range for this position is generally $180,000 - $210,000 annually. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available.

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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