Portfolio Manager - CRE Credit

Responsibilities:
Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes.

Work within established systems to deliver prescribed outcomes for a designated area of financial control.

Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.

Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.

Advise others on how to design new processes and systems that meet professional standards.

Prepare and coordinate the completion of various data and analytics reports.
Edit document in line with organizational style guidelines and prepare information for publication.

Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards.

Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Contribute to stakeholder engagement by identifying stakeholders; by finding out their needs, issues, and concerns; and by reacting to these needs, issues, and concerns, arranging meetings and events and drafting supporting materials to promote understanding and commitment.

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.

Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills:
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Uses a comprehensive understanding of numerical concepts to perform mathematical operations such as report analysis independently while providing guidance and training to others.
Uses comprehensive knowledge and/or skills to act independently while providing guidance and training to others on identifying, assessing, prioritizing and managing risks.
Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.
Works without supervision and provides technical guidance when required on reviewing and creating relevant, lucid and effective reports.
Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives.
Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works without supervision and provides technical guidance when required on costing, budgeting and finance tasks.
Works with full competence to conduct an enterprise readiness assessment to determine the organization's readiness for change. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Works without supervision and provides technical guidance when required on identifying, assessing, prioritizing and managing project-related risks.
Works with full competence to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required on creating relevant, lucid and effective reports.
Works with full competence to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically works without supervision and may provide technical guidance.
Engages in strategic planning without supervision and provides technical guidance when required.

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

General Experience - 3 to 6 years

Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS)

Travel

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor
Priority will be given to protected veterans
EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT