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Rockbridge Search & Recruitment 22/02/2021

Portfolio Manager (Wine)

Ref #: 12
Location: N. California N. California 94558
Salary: Competitive
Sector: Banking
Type: Permanent
  • Develop reports and dashboards used to analyze the quality of the lease portfolio and monitor model performance.
  • Support the reporting and analytical needs of senior management as well as internal and external auditors and regulators.
  • Conduct portfolio stress tests to support delinquency and loss forecasting.
  • Develop and document statistical analytical models to analyze the portfolio.
  • Identify/highlight areas of deterioration and identify economic drivers and their impact on portfolio performance.
  • Participate in Portfolio Strategy and Asset Quality Meetings to provide insight on statistics and address committee requests for additional information.
  • Provide accurate reports and identifies issues that could impact decisions. Support policy / practice in the areas of measuring/quantifying risk exposure.
  • Bachelor’s degree in finance, accounting or closely related discipline preferred
  • Extensive experience working with, understanding, and analyzing large amounts of data
  • Demonstrated ability to efficiently retrieve data from multiple data sources with strong Access and Excel skills
  • Demonstrated management/leadership skills
  • Excellent written and verbal communication, problem solving and decision-making skills with ability to effectively communicate with senior management
  • Ability to assimilate complex business information, to communicate technical information, and to manage demand from multiple clients.

To qualify for the position, please include your resume