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Vice President Portfolio Manager Jobs (NOW HIRING)

First Resource Bank

VP, Portfolio Manager

Exton, PA · On-site

The VP, Portfolio Manager plays a key role in supporting the ongoing management and administration of the Bank's commercial lending portfolio. Reporting to the Chief Credit Officer, this position ...

First Resource Bank

VP, Portfolio Manager

Exton, PA · On-site

The VP, Portfolio Manager plays a key role in supporting the ongoing management and administration of the Bank's commercial lending portfolio. Reporting to the Chief Credit Officer, this position ...

First Resource Bank

VP, Portfolio Manager

Exton, PA · On-site

The VP, Portfolio Manager plays a key role in supporting the ongoing management and administration of the Bank's commercial lending portfolio. Reporting to the Chief Credit Officer, this position ...

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Vice President Portfolio Manager information

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$37K

$100.5K

$187.5K

How much do vice president portfolio manager jobs pay per year?

As of Aug 25, 2026, the average yearly pay for vice president 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.

What does a vice president portfolio manager do?

A Vice President Portfolio Manager is responsible for overseeing investment portfolios, typically managing assets on behalf of clients or an organization. They develop and implement investment strategies, analyze financial data, and assess market trends to maximize returns while managing risk. In addition to managing portfolios, they often lead teams of analysts and junior managers, communicate investment performance to stakeholders, and ensure compliance with regulatory requirements. Their role requires strong analytical skills, leadership abilities, and in-depth knowledge of financial markets.

What are some common challenges vice president portfolio managers face when balancing client objectives with risk management?

Vice President Portfolio Managers often encounter the challenge of aligning clients' return expectations with prudent risk management strategies. Clients may have ambitious goals or changing financial priorities, requiring the portfolio manager to communicate effectively about potential risks and justify investment decisions. Additionally, market volatility and regulatory changes can complicate portfolio adjustments, making it crucial to stay informed and agile. Strong analytical skills, transparent client communication, and close collaboration with research and compliance teams are vital to overcoming these challenges.

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

To thrive as a Vice President Portfolio Manager, you need a strong background in finance, investment analysis, and risk management, typically supported by a bachelor’s or master’s degree and often a CFA or similar certification. Expertise with financial modeling software, portfolio management systems, and advanced Excel is commonly required. Exceptional leadership, strategic thinking, and client relationship skills set top performers apart in this role. These abilities ensure sound investment decisions, effective team leadership, and strong client satisfaction, driving portfolio growth and organizational success.

What is the difference between Vice President Portfolio Manager vs Financial Advisor?

AspectVice President Portfolio ManagerFinancial Advisor
CredentialsCFP, CFA, Series 7/63/65CFP, Series 7/66
Work EnvironmentInstitutional or private wealth management firmsIndependent or bank-based financial planning
Employer & IndustryBanks, investment firms, private banksFinancial planning firms, banks, independent
Primary FocusManaging large portfolios, investment strategiesPersonal financial planning, client advice

The Vice President Portfolio Manager typically manages large investment portfolios within financial institutions, focusing on investment strategies and client wealth. In contrast, a Financial Advisor provides personalized financial planning and advice to individual clients. While both roles require similar certifications and work in related environments, their primary responsibilities and client focus differ significantly.

Is vice president portfolio manager a high position?

A Vice President Portfolio Manager is a senior-level role responsible for overseeing investment portfolios and making strategic decisions. It typically requires extensive experience, strong analytical skills, and often a professional certification such as CFA, indicating a high level of responsibility within financial institutions.

What cities are hiring for Vice President Portfolio Manager jobs?

Cities with the most Vice President Portfolio Manager job openings:

What states have the most Vice President Portfolio Manager jobs?

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What job categories do people searching Vice President Portfolio Manager jobs look for?

The top searched job categories for Vice President Portfolio Manager jobs are:

Vice President Portfolio Manager jobs near you
Infographic showing various Vice President Portfolio Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

VP, Portfolio Manager

Exton, PA • On-site

First Resource Bank
See more jobs at First Resource Bankexternal

Full-time

Posted 5 days ago

Job description

First Resource Bank, a thriving community bank headquartered in Exton, PA, and recognized as one of the "Best Places to Work," is seeking an experienced and motivated VP, Portfolio Manager to join our Credit Administration team.
The VP, Portfolio Manager plays a key role in supporting the ongoing management and administration of the Bank's commercial lending portfolio. Reporting to the Chief Credit Officer, this position partners closely with lenders, credit professionals, and customers to ensure the portfolio is proactively managed, credit relationships are appropriately monitored, and loan requests and renewals are supported with complete and accurate documentation.
In addition, the VP, Portfolio Manager will support construction and collateral functions within the Credit Administration Department. This may involve coordinating construction lending draw requests from Borrowers. The VP, Portfolio Manager may also complete 2nd level appraisal reviews, flood insurance checklists and municipality statement reviews as needed on a secondary basis. Appraisal, flood insurance and municipality statement reviews are primarily the responsibility of the Sr. Credit Officer.
This is an excellent opportunity for a collaborative credit professional who enjoys working across departments, building relationships, analyzing credit, and contributing to the overall strength and quality of a commercial loan portfolio.
Requirements
Monitor Commercial Loan Portfolio
  • Work closely with the lending team to oversee a segment of First Resource Bank's commercial loan portfolio, encompassing approximately 3-4 designated Lenders and roughly $350 to $400 million in outstanding loan balances.
  • The Portfolio Manager, VP may be asked to hold a portion of stabilized portfolio loans in their name without direct lender support.
  • Monitor annual review dates, financial ticklers and covenants to ensure First Resource Bank is maintaining current files for its loans and reviewing loans to determine risk in a timely manner.
  • Contact customers in coordination with the Lender on a regular basis with a focus on a high level of customer service to collect documentation and information needed for the loan files.

Prepare Annual Reviews:
  • Review customer financial information to determine financial performance and ability to continue servicing debt while identifying any potential weaknesses or risks based on updated information.
  • Prepare annual review memos with Risk Rating recommendation to be presented based on First Resource Bank's existing loan policy and exposure thresholds.
  • Prepare monthly Borrowing Base Certificates for relationships that require regular monitoring.
  • Prioritize collection of financial documentation and completion of reviews based on relationship exposure, last annual review date, covenant measurement requirement and other identified portfolio risk factors.

Credit / Loan Administration:
  • Assist in providing new loan request packages to the credit analyst queue by ensuring packages are complete with all necessary information to complete underwriting.
  • Maintain outstanding relationship and teamwork with other credit, lending and loan administrative staff.
  • Assist in coordinating required loan information with 3rd party loan review partner, bank examiners, CPA firm, etc. Assist these groups with accessing information in the Jack Henry bank enterprise core system as needed.

Construction/Collateral:
  • Support construction loan draw requests as needed by providing customer requests with supporting documentation to construction loan manager.
  • Support appraisal review process by completing 2nd level internal appraisal review checklist for certain loans >$1.0 million. This would be a secondary support function for the Senior Credit Officer.
  • Support flood insurance review process by completing pre-closing flood insurance acceptance checklist for certain loans located in a flood plain. This would be a secondary support function for the Senior Credit Officer.
  • Assist in coordinating preliminary and ongoing property, environmental and credit report orders as needed for new loans and existing portfolio loans.

Competencies:
  • Able to multitask while prioritizing responsibilities and tasks.
  • Able to communicate clearly orally and written
  • Effective inter-personal skills, working in a team environment
  • Highly organized, reliable and effective with management of time.
  • Strong analytical, problem solving and mathematical abilities
  • Ability to work extra hours including early mornings, evenings and weekends as needed to accommodate customers, prospects, community events, etc.
  • Ability to function well in a high-paced and at times stressful environment.
  • Excellent time management skills with a proven ability to meet deadlines.
  • Proficient with Microsoft Office Suite and various specific bank related software
  • Work with the Credit Department Manager and Chief Credit Officer in analyzing portfolio trends, delinquency trends, and other aspects of monitoring the loan portfolio.

Supervisory Responsibilities:
  • None

Education and Experience:
  • College degree preferred, particularly in related field of study such as Business Administration, Accounting, Finance, Economics, etc.
  • Previous credit and portfolio management experience for a minimum of 7+ years in banking industry.

Physical Requirements:
  • Ability to travel both inside and outside the Bank primary area to meet with partners, clients and to attend meetings as needed.
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

First Resource Bank is an Equal Opportunity Employer
Salary Description
Based on experience.

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