Green Card Portfolio Manager Jobs
Portfolio Manager roles at U.S. asset management firms, banks, and insurance companies regularly qualify for EB-2 and EB-3 green card sponsorship through the PERM labor certification process. Your employer files on your behalf, certifying your role requires specialized financial expertise. Sponsorship leads to permanent residency, not a temporary status renewal.
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Get Access To All JobsLocation: On site in Orlando, FL
SUMMARY
The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Key Responsibilities Include:
- Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
- Partners with Relationship Managers to:
- Meet with current and prospective clients to understand the specific customer requirements and needs.
- Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
- Answer client questions; ensure all data is accurate for loan underwriting.
- Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
- Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
- Assist in the pricing and structure of new loans and renewals.
- Coordinates closing and booking events.
- Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
- Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
- Performs all other duties as assigned.
Qualifications Include:
- Bachelor (4-year college) degree at least 10 years of experience or equivalent combination of education and experience.
About us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
Benefit Highlights
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Location: On site in Orlando, FL
SUMMARY
The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Key Responsibilities Include:
- Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
- Partners with Relationship Managers to:
- Meet with current and prospective clients to understand the specific customer requirements and needs.
- Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
- Answer client questions; ensure all data is accurate for loan underwriting.
- Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
- Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
- Assist in the pricing and structure of new loans and renewals.
- Coordinates closing and booking events.
- Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
- Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
- Performs all other duties as assigned.
Qualifications Include:
- Bachelor (4-year college) degree at least 10 years of experience or equivalent combination of education and experience.
About us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
Benefit Highlights
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Portfolio Manager
Document your CFA and advanced credentials early
PERM labor certification requires your employer to prove no qualified U.S. worker displaced you. A CFA charterholder designation or a master's degree in finance strengthens the EB-2 case and narrows the qualified-worker pool the DOL audit considers.
Target firms with active PERM filing histories
Asset managers, hedge funds, and insurance companies that have filed PERM applications before are far likelier to have established processes and legal counsel. Search OFLC disclosure data by SOC code 13-2099 to identify these employers before applying.
Clarify the EB-2 versus EB-3 pathway upfront
If your offer letter specifies a master's degree or equivalent, push for an EB-2 filing rather than EB-3. For most countries outside India and China, EB-2 priority dates are current, which cuts years off your wait for permanent residency.
Use Migrate Mate to filter sponsoring employers
Searching broadly for Portfolio Manager openings wastes time on roles with no green card pathway. Migrate Mate lets you filter specifically for employers with EB-2 and EB-3 sponsorship history, so every application you send has a real path to permanent residency.
Verify the prevailing wage tier before accepting an offer
DOL assigns a wage level to your PERM position, and Level I or II wages for Portfolio Manager roles can sometimes underrepresent your actual compensation. Check the OFLC Wage Search to confirm the offered salary meets at least the Level II prevailing wage for your metropolitan area.
Green Card Portfolio Manager: Frequently Asked Questions
Does a Portfolio Manager role typically qualify for EB-2 or EB-3 sponsorship?
Most Portfolio Manager positions qualify for EB-2 sponsorship when the role requires a master's degree or its equivalent in finance, economics, or a related field. If the job description accepts a bachelor's degree plus progressive experience, the employer may file under EB-3 instead. The distinction matters because EB-2 priority dates are current for most nationalities, while EB-3 can involve longer waits depending on your country of birth.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B is a temporary status requiring renewal every three years and subject to the annual lottery cap. PERM-based green card sponsorship has no annual cap at the EB-3 level for most nationalities, leads to permanent residency rather than temporary authorization, and lets you change employers after your I-140 is approved and you have 180 days of approved status under AC21 portability rules. The tradeoff is timeline: PERM processing alone can take six to eighteen months before the I-140 stage begins.
What documents should I prepare before a Portfolio Manager green card process starts?
Your employer will need proof that you meet the minimum qualifications stated in the PERM job description. Gather official transcripts for your finance or economics degree, a CFA certificate if applicable, and employment verification letters covering at least five years of relevant investment or asset management experience. USCIS may issue a Request for Evidence if degree field equivalency is unclear, so a credential evaluation from a DOL-recognized agency is worth obtaining early.
How do I find Portfolio Manager jobs that actually sponsor green cards?
Most job postings don't advertise PERM sponsorship directly, which makes filtering by employer filing history the most reliable method. Migrate Mate aggregates employers who have sponsored EB-2 and EB-3 green cards in finance and investment roles, letting you target your search toward firms that have already navigated the PERM process rather than employers who may decline to sponsor once you're in the interview stage.
Can I change employers after my green card process has started?
You can port your approved I-140 petition to a new employer in a same or similar occupational classification once your adjustment of status application has been pending for at least 180 days. For Portfolio Manager roles, a move from a hedge fund to an asset management firm would typically qualify as a same or similar position under USCIS portability rules, but your new employer's immigration counsel should confirm the SOC code alignment before you resign.