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Description

Position Title: Senior Portfolio Manager

Summary:

Robert Half has partnered with an organization seeking a Sr. Portfolio Manager. This role will support the organization with bond issuance, financing initiatives, and portfolio management while driving client development to build pipelines for financing programs.

Key Responsibilities:

+ Portfolio Management:

+ Manage bond transactions from application to closing.

+ Analyze financial data and loan documents for clients

+ Prepare credit memos

+ Maintain documentation and ensure compliance with policies.

+ Prepare reports for board meetings

+ Client Development:

+ Lead business development activities for financing opportunities

+ Strengthen external relationships with financial institutions and funding agencies.

Requirements:

+ Bachelors Degree in related field preferred

+ Experience in lending programs, banking, nonprofits or equivalent background.

+ Preferred: Financial accounting and bond experience.

This role is based in Hartford, CT with the opportunity to work hybrid 2 days/week. Top notch benefits, pension, flexibility, and work life balance. This organization prides itself on their strong tenure and growth opportunities. To be considered please send your resume to Kelsey.Ryan@roberthalf(.com)

Local candidates only.

Requirements

• Previous experience in a similar role is highly desirable

•Experience in lending programs, banking, nonprofits or equivalent background.

• Preferred: Financial accounting and bond experience.

• Demonstrated ability to build and maintain relationships with clients

• A Bachelor’s degree in related field

• Must be detail-oriented and possess strong analytical skills

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .