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Underwriting Portfolio Management Jobs (NOW HIRING)

Wintrust

ABL Underwriting Portfolio Manager

Chicago, IL

$71K - $92K/yr

Wintrust provides community and commercial banking, specialty finance and wealth management ... Promote from within culture The ABL Underwriting Portfolio Manager is responsible for underwriting ...

Bank of New England

Portfolio Manager

Salem, NH · On-site

$85K - $100K/yr

... analysis, underwriting, portfolio management, or commercial lending * Strong understanding of financial statement analysis and commercial credit underwriting * Experience managing or supporting ...

Wintrust

ABL Underwriting Portfolio Manager

Chicago, IL · On-site

$71K - $92K/yr

Wintrust provides community and commercial banking, specialty finance and wealth management ... Promote from within culture The ABL Underwriting Portfolio Manager is responsible for underwriting ...

Bank of New England

Portfolio Manager

Salem, NH

$85K - $100K/yr

... analysis, underwriting, portfolio management, or commercial lending * Strong understanding of financial statement analysis and commercial credit underwriting * Experience managing or supporting ...

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Underwriting Portfolio Management information

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$48K

$103.1K

$158.5K

How much do underwriting portfolio management jobs pay per year?

As of Aug 7, 2026, the average yearly pay for underwriting portfolio management in the United States is $103,082.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,000.00 and $121,000.00 per year, depending on experience, location, and employer.

How much money does an underwriting portfolio management professional make?

An underwriting portfolio management professional typically earns a median annual salary ranging from $70,000 to $120,000, depending on experience, location, and industry sector. Senior roles or those with specialized skills and certifications can earn higher compensation, often exceeding $150,000 annually.

What are the key skills and qualifications needed to thrive in underwriting portfolio management?

To thrive in Underwriting Portfolio Management, you need a solid understanding of risk assessment, financial analysis, and insurance or lending principles, often supported by a relevant degree or industry certifications. Familiarity with portfolio management software, data analytics tools, and regulatory compliance systems is typically required. Strong analytical thinking, attention to detail, and effective communication are vital soft skills for making informed decisions and collaborating with stakeholders. These skills are crucial to ensuring the portfolio's profitability, managing risk exposure, and aligning with organizational goals.

What is the difference between Underwriting Portfolio Management vs Underwriting Analyst?

AspectUnderwriting Portfolio ManagementUnderwriting Analyst
CredentialsTypically requires a relevant insurance or finance certification, bachelor’s degreeSimilar credentials, often with a focus on data analysis or finance
Work EnvironmentStrategic, managing multiple policies and risk portfoliosAnalytical, assessing individual policies and risks
Industry UsageUsed in insurance companies, reinsurance, and risk management firmsCommon in insurance companies, underwriting departments
Primary FocusOverseeing and optimizing entire risk portfoliosEvaluating specific risks and supporting underwriting decisions

While both roles involve underwriting expertise, Underwriting Portfolio Management focuses on managing and optimizing a portfolio of risks, whereas Underwriting Analysts concentrate on assessing individual risks to inform underwriting decisions. The roles are complementary within the insurance industry, with portfolio managers taking a broader strategic view.

Is underwriting portfolio management a stressful job?

Underwriting portfolio management can be stressful due to the need to assess risk accurately, meet deadlines, and manage large volumes of data. Professionals in this role often work under pressure to ensure profitable and compliant portfolios, but stress levels vary depending on workload, organizational support, and experience. Strong analytical skills and time management are important for success in this field.

How does an underwriting portfolio management professional typically interact with other teams within an organization?

Underwriting Portfolio Management professionals frequently collaborate with teams such as risk, actuarial, claims, and sales to ensure that portfolio strategies align with organizational goals. They often work closely with underwriters to analyze and optimize the risk profile of the portfolio, as well as with data analytics or IT teams to gather and interpret performance metrics. Regular cross-functional meetings and reporting are common to facilitate informed decision-making and maintain alignment across departments. This collaborative environment helps identify emerging risks and opportunities, ensuring the portfolio remains balanced and profitable.

What is underwriting portfolio management?

Underwriting portfolio management is the process of overseeing and optimizing a collection of insurance or loan policies that an organization has underwritten. It involves analyzing the risk, profitability, and performance of the overall portfolio, rather than just individual policies. Portfolio managers use data and analytics to monitor trends, set risk limits, and make strategic decisions to ensure profitability and minimize losses. This role is essential in balancing risk exposure and achieving business goals for insurance companies, banks, or financial institutions.

What does an underwriting portfolio management do?

An underwriting portfolio management professional oversees a collection of insurance policies or loans, analyzing risk exposure and ensuring the portfolio aligns with company strategies. They monitor performance, adjust risk levels, and use data analysis tools to optimize profitability and manage potential losses.
More about Underwriting Portfolio Management jobs
What cities are hiring for Underwriting Portfolio Management jobs? Cities with the most Underwriting Portfolio Management job openings:
What states have the most Underwriting Portfolio Management jobs? States with the most job openings for Underwriting Portfolio Management jobs include:
What job categories do people searching Underwriting Portfolio Management jobs look for? The top searched job categories for Underwriting Portfolio Management jobs are:
Underwriting Portfolio Management jobs near you
Infographic showing various Underwriting Portfolio Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $103,082 per year, or $49.6 per hour.

Analyst, Specialty Underwriting and Portfolio Management - Corporate & Sponsor Lending

Capital One

Mclean, VA • On-site

Full-time

Posted 16 days ago

Capital One rating

7.7

Company rating: 7.7 out of 10

Based on 146 frontline employees who took The Breakroom Quiz

93rd of 170 rated banks

Job description

Analyst, Specialty Underwriting and Portfolio Management - Corporate & Sponsor Lending
The Commercial Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business.
This role supports the Corporate & Sponsor Lending - Cash Flow (CSL-Cash Flow) line of business. Capital One's CSL-Cash Flow group includes the Diversified Industries, Food & Beverage, Healthcare and TMT industry verticals within the Middle Market Bank. The group provides financing to medium to large companies for mergers and acquisitions, corporate growth, balance sheet re-financings and recapitalizations. The CSL-Cash Flow portfolio consists of over 560 clients and $30 billion in credit exposure. The CSL-Cash Flow Portfolio Management team is responsible for all portfolio management activities.
Primary Roles and Responsibilities:
  • Act as the primary account manager for a portfolio of ~15 loan accounts
  • Evaluate accounts and credit facilities by performing financial statement analysis, reviewing spreads, calculating adherence to compliance statements & loan covenants, and assessing the overall risk within the client's business, industry, customer base and geography
  • Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities
  • Perform research and analysis of industry and market data to complete financial projections
  • Ensure compliance with credit policies and procedures for existing accounts
  • Compile and synthesize loan, market and company information to complete annual client reviews, and other non-material loan amendments
  • Support underwriting team on material loan modifications including renewals, refinancing's and recapitalizations by assisting with due diligence, financial analysis and financial modeling
  • Prepare and present account updates to senior leadership during quarterly portfolio review
  • Work with internal partners to assist with closing process requirements

While in the role of Portfolio Analyst, you will experience the following:
  • Detailed coaching and development of current portfolio analyst skills
  • Exposure to clients through the participation in client calls and on-site visits
  • Exposure to more complex UW through mentorship with seasoned UW's, deal shadowing and other learning opportunities
  • Formal career guidance to assist in obtaining future roles within UW&PM

Basic Qualifications:
  • Bachelor's Degree or Military Experience
  • At least 2 years of experience in credit underwriting, portfolio management or asset management

Preferred Qualifications:
  • Bachelor's Degree in Accounting or Finance
  • Completed coursework or training in credit risk management

***At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
#UWPM
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Chicago, IL: $119,400 - $136,200 for Analyst, Specialty Underwriter & Portfolio Manager
McLean, VA: $131,300 - $149,800 for Analyst, Specialty Underwriter & Portfolio Manager
Plano, TX: $119,400 - $136,200 for Analyst, Specialty Underwriter & Portfolio Manager
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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