Stonegate Bank (Formerly Regent Bank)
Direct Greenhouse career site

Portfolio Manager

Location
Edmond, OK
Listed
Today

About the Role

The Portfolio Manager will be responsible for overseeing and optimizing a diverse portfolio of commercial real estate assets to maximize returns and minimize risks. This role involves conducting thorough financial analyses, due diligence, and market research to inform investment strategies and decisions.

The Portfolio Manager will collaborate with various stakeholders, including asset managers, brokers, and financial analysts, to ensure effective asset management and alignment with organizational goals. Additionally, the role requires continuous monitoring of market trends and portfolio performance to identify opportunities for growth and improvement.

Ultimately, the Portfolio Manager plays a critical role in driving the financial success of the portfolio while adhering to risk management protocols.

Minimum Qualifications

  • Bachelor's degree in Finance, Real Estate, Business Administration, or a related field.
  • Minimum of 5 years of experience in portfolio management or asset management within the commercial real estate sector.
  • Strong understanding of financial analysis, risk management, and due diligence processes.

Preferred Qualifications

  • Master's degree in Finance, Real Estate, or a related field.
  • Professional certifications such as CFA, CAIA, or CPM.
  • Experience with loan portfolio management and brokerage operations.

Responsibilities

  • Develop and implement investment strategies for the commercial real estate portfolio.
  • Conduct financial analyses and due diligence on potential acquisitions and existing assets.
  • Monitor portfolio performance and market trends to make informed recommendations.
  • Collaborate with internal teams and external partners to optimize asset management.
  • Prepare and present reports on portfolio performance to senior management and stakeholders.

Skills

  • The required skills in commercial real estate and portfolio management are essential for analyzing market conditions and making strategic investment decisions.
  • Financial analytical skills are utilized daily to assess the performance of assets and identify areas for improvement.
  • Risk management expertise is crucial for evaluating potential risks associated with investments and ensuring compliance with regulatory standards.

Due diligence skills are applied when assessing new opportunities, ensuring that all aspects of an investment are thoroughly vetted. Additionally, strong asset management and brokerage skills facilitate effective collaboration with various stakeholders, enhancing the overall performance of the portfolio.

Read the original posting

From Stonegate Bank (Formerly Regent Bank)'s careers page, first listed on Rolev.ai on November 12, 2026. Rolev.ai is not the employer.

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Common questions

Where is the Portfolio Manager job at Stonegate Bank (Formerly Regent Bank) located?

This Portfolio Manager position at Stonegate Bank (Formerly Regent Bank) is located in Edmond, OK. Always check Stonegate Bank (Formerly Regent Bank)'s application page for specific state eligibility or relocation policies.

How do I apply for the Portfolio Manager position at Stonegate Bank (Formerly Regent Bank)?

This listing links directly to Stonegate Bank (Formerly Regent Bank)'s Greenhouse application page. You can apply directly on Stonegate Bank (Formerly Regent Bank)'s site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.