Portfolio Manager jobs at Ascendo Resources

Korn Ferry has partnered with a growing multi-specialty medical practice dedicated to delivering high-quality, patient-centered care across a variety of clinical disciplines. We are seeking an experienced and detail-oriented Finance Manager to join our leadership team and support the continued expansion and operational excellence of our organization. Position Summary The Finance Manager oversees the financial health, planning, and reporting of the practice. This role is responsible for budgeting, forecasting, revenue cycle analysis, financial compliance, and supporting strategic decision-making for a complex clinical environment. The ideal candidate has strong healthcare finance experience, understands multi-specialty operations, and is comfortable working in a hybrid (remote + on-site) capacity. Key Responsibilities Financial Planning & Analysis Develop, manage, and monitor annual budgets, forecasts, and long-range financial plans. Prepare monthly, quarterly, and annual financial statements and variance analyses. Conduct financial modeling to support strategic initiatives, service line expansion, and capital investments. Revenue Cycle & Operations Partner with billing/coding teams to evaluate charge capture, reimbursement trends, denials, and AR performance. Identify opportunities to optimize revenue cycle processes across specialties. Monitor payer contracts and reimbursement changes impacting financial performance. Accounting & Compliance Oversee general ledger, month-end close, and reconciliation activities. Ensure compliance with GAAP, federal and state healthcare regulations, and internal policies. Coordinate with external auditors, tax preparers, and financial institutions. Leadership & Collaboration Provide financial insights to the executive team, physicians, and department leaders. Support development of performance dashboards and KPIs across service lines. Supervise finance staff and help build a culture of accuracy, accountability, and continuous improvement. Technology & Reporting Utilize EMR, practice management, and financial software to gather and analyze data. Improve reporting systems to enhance transparency, efficiency, and operational decision-making. Support implementation of new systems and tools as needed. Qualifications Required: Bachelor's degree in Finance, Accounting, Business Administration, or related field. 5+ years of finance or accounting experience Excellent analytical, communication, and problem-solving skills. Work Environment & Schedule Hybrid work arrangement: combination of on-site presence for meetings, audits, and operational oversight; remote days for analysis and reporting tasks. Ability to work in a fast-paced, multi-disciplinary clinical environment.

Korn Ferry has partnered with our client on their search for the role, Finance Manager (mostly remote, must live in Miami area). The Finance Manager will support the Sr. Director of Finance in establishing, implementing, and managing the company's finance function. This role will be responsible for operational finance execution, cost accounting, market facing operating expenses, and retail/market-facing analysis. In addition, this role will serve as a Business Partner to the Market President. The Finance Manager will supervise financial staff and work cross-functionally with manufacturing, supply chain, and retail leadership to ensure financial strategies are implemented effectively. This role requires strong expertise in manufacturing finance, retail analytics, and building reporting processes that measure KPIs and profitability drivers across the full sale cycle. ________________________________________ Essential Duties and Responsibilities Finance Function Support & Leadership Assist the Sr. Director of Finance in setting up the finance department, including processes, tools, and reporting infrastructure. Ensure timely and accurate execution of financial close, reporting, and compliance processes. Financial Planning & Analysis (FP&A) Lead the preparation of budgets, forecasts, and variance analyses. Deliver insights into market facing operating expenses (OPEX) and profitability trends across manufacturing and retail. Partner with the Sr. Director to develop financial models and business cases for strategic initiatives. Cost Accounting & Manufacturing Support Manage product costing, inventory valuation, and manufacturing variance reporting. Partner with operations to identify efficiency opportunities and control production costs. Monitor and report on inventory obsolescence and working capital impacts. Retail & Market-Facing Finance Partner with retail and sales leadership to evaluate store-level performance, pricing, promotions, and consumer activity. Ensure financial strategies developed by leadership are implemented across retail channels. Track and report on key retail performance drivers, including seasonality, product leaders, and loss leaders. KPI Execution & Analytics Implement and monitor KPIs defined by the Sr. Director of Finance & Massachusetts Market President Develop and maintain dashboards and reporting packages to ensure accurate tracking of financial and operational metrics. Ensure data-driven insights are integrated into decision-making at the retail and operational level. ________________________________________ Qualifications Education: Bachelor's degree in finance, Accounting, or related field required Experience 6+ years of finance experience, including FP&A roles in manufacturing and retail/consumer goods. Proven ability to lead teams and supervise staff. Experience implementing and monitoring KPIs and Financial dashboards. Technical Skills Proficiency with ERP systems (SAP, Sage, JD Edwards, NetSuite, or equivalent). Advanced Excel and financial modeling skills. Familiarity with BI and analytics tools (Power BI, Tableau). SE: 510768795

Korn Ferry has partnered with our client on their search for the role, Finance Manager (mostly remote, must live in Miami area). The Finance Manager will support the Sr. Director of Finance in establishing, implementing, and managing the company's finance function. This role will be responsible for operational finance execution, cost accounting, market facing operating expenses, and retail/market-facing analysis. In addition, this role will serve as a Business Partner to the Market President. The Finance Manager will supervise financial staff and work cross-functionally with manufacturing, supply chain, and retail leadership to ensure financial strategies are implemented effectively. This role requires strong expertise in manufacturing finance, retail analytics, and building reporting processes that measure KPIs and profitability drivers across the full sale cycle. ________________________________________ Essential Duties and Responsibilities Finance Function Support & Leadership Assist the Sr. Director of Finance in setting up the finance department, including processes, tools, and reporting infrastructure. Ensure timely and accurate execution of financial close, reporting, and compliance processes. Financial Planning & Analysis (FP&A) Lead the preparation of budgets, forecasts, and variance analyses. Deliver insights into market facing operating expenses (OPEX) and profitability trends across manufacturing and retail. Partner with the Sr. Director to develop financial models and business cases for strategic initiatives. Cost Accounting & Manufacturing Support Manage product costing, inventory valuation, and manufacturing variance reporting. Partner with operations to identify efficiency opportunities and control production costs. Monitor and report on inventory obsolescence and working capital impacts. Retail & Market-Facing Finance Partner with retail and sales leadership to evaluate store-level performance, pricing, promotions, and consumer activity. Ensure financial strategies developed by leadership are implemented across retail channels. Track and report on key retail performance drivers, including seasonality, product leaders, and loss leaders. KPI Execution & Analytics Implement and monitor KPIs defined by the Sr. Director of Finance & Massachusetts Market President Develop and maintain dashboards and reporting packages to ensure accurate tracking of financial and operational metrics. Ensure data-driven insights are integrated into decision-making at the retail and operational level. ________________________________________ Qualifications Education: Bachelor's degree in finance, Accounting, or related field required Experience 6+ years of finance experience, including FP&A roles in manufacturing and retail/consumer goods. Proven ability to lead teams and supervise staff. Experience implementing and monitoring KPIs and Financial dashboards. Technical Skills Proficiency with ERP systems (SAP, Sage, JD Edwards, NetSuite, or equivalent). Advanced Excel and financial modeling skills. Familiarity with BI and analytics tools (Power BI, Tableau). SE: 510768795

Korn Ferry has partnered with our client on their search for the role, Finance Manager (mostly remote, must live in Miami area). The Finance Manager will support the Sr. Director of Finance in establishing, implementing, and managing the company's finance function. This role will be responsible for operational finance execution, cost accounting, market facing operating expenses, and retail/market-facing analysis. In addition, this role will serve as a Business Partner to the Market President. The Finance Manager will supervise financial staff and work cross-functionally with manufacturing, supply chain, and retail leadership to ensure financial strategies are implemented effectively. This role requires strong expertise in manufacturing finance, retail analytics, and building reporting processes that measure KPIs and profitability drivers across the full sale cycle. ________________________________________ Essential Duties and Responsibilities Finance Function Support & Leadership Assist the Sr. Director of Finance in setting up the finance department, including processes, tools, and reporting infrastructure. Ensure timely and accurate execution of financial close, reporting, and compliance processes. Financial Planning & Analysis (FP&A) Lead the preparation of budgets, forecasts, and variance analyses. Deliver insights into market facing operating expenses (OPEX) and profitability trends across manufacturing and retail. Partner with the Sr. Director to develop financial models and business cases for strategic initiatives. Cost Accounting & Manufacturing Support Manage product costing, inventory valuation, and manufacturing variance reporting. Partner with operations to identify efficiency opportunities and control production costs. Monitor and report on inventory obsolescence and working capital impacts. Retail & Market-Facing Finance Partner with retail and sales leadership to evaluate store-level performance, pricing, promotions, and consumer activity. Ensure financial strategies developed by leadership are implemented across retail channels. Track and report on key retail performance drivers, including seasonality, product leaders, and loss leaders. KPI Execution & Analytics Implement and monitor KPIs defined by the Sr. Director of Finance & Massachusetts Market President Develop and maintain dashboards and reporting packages to ensure accurate tracking of financial and operational metrics. Ensure data-driven insights are integrated into decision-making at the retail and operational level. ________________________________________ Qualifications Education: Bachelor's degree in finance, Accounting, or related field required Experience 6+ years of finance experience, including FP&A roles in manufacturing and retail/consumer goods. Proven ability to lead teams and supervise staff. Experience implementing and monitoring KPIs and Financial dashboards. Technical Skills Proficiency with ERP systems (SAP, Sage, JD Edwards, NetSuite, or equivalent). Advanced Excel and financial modeling skills. Familiarity with BI and analytics tools (Power BI, Tableau). SE: 510768795

Job Title: Finance Manager Work Hours: 9:00 a.m. - 5:00 p.m. (Monday - Friday) Hours per Week: 37.5 Duration: 3+ months (with potential extension based on performance) Hourly Pay Rate: $45 - $48/hr Position Overview The Finance Manager will be responsible for overseeing key financial operations, including budget monitoring, reporting, and analysis for the department. The role requires a detail-oriented professional with strong analytical and reporting skills, advanced Excel proficiency, and prior experience with Oracle ERP systems. This position plays a critical role in supporting the DTP Finance Team through monthly closings, budget realignment, and financial reporting processes. Key Responsibilities Monitor monthly budgets, fund, and/or general ledgers for the department, including DTP realignment and MSSN for DTP Finance. Assist the DTP Finance Team in running operating reports in Oracle ERP during the first week of the close. Compare actuals versus budget during the month-end closing process; prepare accruals and reclassifications as needed. Prepare month-end reporting by DEL/TLT, analyze actual vs. budget variances, and provide detailed variance analyses. Consolidate OTPS budget data during the annual budget process (May-November). Assist with processing DTP purchase orders/requisitions, contracts, change orders, invoices, and check requests. Recommend and implement approved process improvements to enhance efficiency, and document updated procedures. Participate in ad hoc projects and assignments as directed by the Director of Finance. Required Skills & Qualifications Education: Bachelor's degree in Accounting, Finance, or a related field (CPA preferred but not required). Experience: Minimum of 5+ years of relevant experience in financial management or accounting. Technical Skills: Advanced proficiency in Microsoft Excel and MS Office Suite. Experience with Oracle ERP systems preferred. Analytical & Reporting Skills: Strong ability to compile, interpret, and present financial reports reflecting the organization's financial status and operations. Communication: Excellent written and verbal communication skills. Attention to Detail: Demonstrated ability to follow through on transactions and ensure accuracy in reporting. Other: Ability to manage multiple priorities, meet deadlines, and work collaboratively in a fast-paced environment. Physical & Administrative Requirements Light physical activity may be required. May hold signatory authority for expenditures and budget oversight responsibilities. Pride Health offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors

Korn Ferry has partnered with our client on their search for the role, Finance Manager (mostly remote, must live in Miami area). The Finance Manager will support the Sr. Director of Finance in establishing, implementing, and managing the company's finance function. This role will be responsible for operational finance execution, cost accounting, market facing operating expenses, and retail/market-facing analysis. In addition, this role will serve as a Business Partner to the Market President. The Finance Manager will supervise financial staff and work cross-functionally with manufacturing, supply chain, and retail leadership to ensure financial strategies are implemented effectively. This role requires strong expertise in manufacturing finance, retail analytics, and building reporting processes that measure KPIs and profitability drivers across the full sale cycle. ________________________________________ Essential Duties and Responsibilities Finance Function Support & Leadership Assist the Sr. Director of Finance in setting up the finance department, including processes, tools, and reporting infrastructure. Ensure timely and accurate execution of financial close, reporting, and compliance processes. Financial Planning & Analysis (FP&A) Lead the preparation of budgets, forecasts, and variance analyses. Deliver insights into market facing operating expenses (OPEX) and profitability trends across manufacturing and retail. Partner with the Sr. Director to develop financial models and business cases for strategic initiatives. Cost Accounting & Manufacturing Support Manage product costing, inventory valuation, and manufacturing variance reporting. Partner with operations to identify efficiency opportunities and control production costs. Monitor and report on inventory obsolescence and working capital impacts. Retail & Market-Facing Finance Partner with retail and sales leadership to evaluate store-level performance, pricing, promotions, and consumer activity. Ensure financial strategies developed by leadership are implemented across retail channels. Track and report on key retail performance drivers, including seasonality, product leaders, and loss leaders. KPI Execution & Analytics Implement and monitor KPIs defined by the Sr. Director of Finance & Massachusetts Market President Develop and maintain dashboards and reporting packages to ensure accurate tracking of financial and operational metrics. Ensure data-driven insights are integrated into decision-making at the retail and operational level. ________________________________________ Qualifications Education: Bachelor's degree in finance, Accounting, or related field required Experience 6+ years of finance experience, including FP&A roles in manufacturing and retail/consumer goods. Proven ability to lead teams and supervise staff. Experience implementing and monitoring KPIs and Financial dashboards. Technical Skills Proficiency with ERP systems (SAP, Sage, JD Edwards, NetSuite, or equivalent). Advanced Excel and financial modeling skills. Familiarity with BI and analytics tools (Power BI, Tableau). SE: 510768795

Korn Ferry has partnered with our client on their search for the role, Finance Manager (mostly remote, must live in Miami area). The Finance Manager will support the Sr. Director of Finance in establishing, implementing, and managing the company's finance function. This role will be responsible for operational finance execution, cost accounting, market facing operating expenses, and retail/market-facing analysis. In addition, this role will serve as a Business Partner to the Market President. The Finance Manager will supervise financial staff and work cross-functionally with manufacturing, supply chain, and retail leadership to ensure financial strategies are implemented effectively. This role requires strong expertise in manufacturing finance, retail analytics, and building reporting processes that measure KPIs and profitability drivers across the full sale cycle. ________________________________________ Essential Duties and Responsibilities Finance Function Support & Leadership Assist the Sr. Director of Finance in setting up the finance department, including processes, tools, and reporting infrastructure. Ensure timely and accurate execution of financial close, reporting, and compliance processes. Financial Planning & Analysis (FP&A) Lead the preparation of budgets, forecasts, and variance analyses. Deliver insights into market facing operating expenses (OPEX) and profitability trends across manufacturing and retail. Partner with the Sr. Director to develop financial models and business cases for strategic initiatives. Cost Accounting & Manufacturing Support Manage product costing, inventory valuation, and manufacturing variance reporting. Partner with operations to identify efficiency opportunities and control production costs. Monitor and report on inventory obsolescence and working capital impacts. Retail & Market-Facing Finance Partner with retail and sales leadership to evaluate store-level performance, pricing, promotions, and consumer activity. Ensure financial strategies developed by leadership are implemented across retail channels. Track and report on key retail performance drivers, including seasonality, product leaders, and loss leaders. KPI Execution & Analytics Implement and monitor KPIs defined by the Sr. Director of Finance & Massachusetts Market President Develop and maintain dashboards and reporting packages to ensure accurate tracking of financial and operational metrics. Ensure data-driven insights are integrated into decision-making at the retail and operational level. ________________________________________ Qualifications Education: Bachelor's degree in finance, Accounting, or related field required Experience 6+ years of finance experience, including FP&A roles in manufacturing and retail/consumer goods. Proven ability to lead teams and supervise staff. Experience implementing and monitoring KPIs and Financial dashboards. Technical Skills Proficiency with ERP systems (SAP, Sage, JD Edwards, NetSuite, or equivalent). Advanced Excel and financial modeling skills. Familiarity with BI and analytics tools (Power BI, Tableau). SE: 510768795

Korn Ferry has partnered with our client on their search for the role, Finance Manager (mostly remote, must live in Miami area). The Finance Manager will support the Sr. Director of Finance in establishing, implementing, and managing the company's finance function. This role will be responsible for operational finance execution, cost accounting, market facing operating expenses, and retail/market-facing analysis. In addition, this role will serve as a Business Partner to the Market President. The Finance Manager will supervise financial staff and work cross-functionally with manufacturing, supply chain, and retail leadership to ensure financial strategies are implemented effectively. This role requires strong expertise in manufacturing finance, retail analytics, and building reporting processes that measure KPIs and profitability drivers across the full sale cycle. ________________________________________ Essential Duties and Responsibilities Finance Function Support & Leadership Assist the Sr. Director of Finance in setting up the finance department, including processes, tools, and reporting infrastructure. Ensure timely and accurate execution of financial close, reporting, and compliance processes. Financial Planning & Analysis (FP&A) Lead the preparation of budgets, forecasts, and variance analyses. Deliver insights into market facing operating expenses (OPEX) and profitability trends across manufacturing and retail. Partner with the Sr. Director to develop financial models and business cases for strategic initiatives. Cost Accounting & Manufacturing Support Manage product costing, inventory valuation, and manufacturing variance reporting. Partner with operations to identify efficiency opportunities and control production costs. Monitor and report on inventory obsolescence and working capital impacts. Retail & Market-Facing Finance Partner with retail and sales leadership to evaluate store-level performance, pricing, promotions, and consumer activity. Ensure financial strategies developed by leadership are implemented across retail channels. Track and report on key retail performance drivers, including seasonality, product leaders, and loss leaders. KPI Execution & Analytics Implement and monitor KPIs defined by the Sr. Director of Finance & Massachusetts Market President Develop and maintain dashboards and reporting packages to ensure accurate tracking of financial and operational metrics. Ensure data-driven insights are integrated into decision-making at the retail and operational level. ________________________________________ Qualifications Education: Bachelor's degree in finance, Accounting, or related field required Experience 6+ years of finance experience, including FP&A roles in manufacturing and retail/consumer goods. Proven ability to lead teams and supervise staff. Experience implementing and monitoring KPIs and Financial dashboards. Technical Skills Proficiency with ERP systems (SAP, Sage, JD Edwards, NetSuite, or equivalent). Advanced Excel and financial modeling skills. Familiarity with BI and analytics tools (Power BI, Tableau). SE: 510768795

White & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide. Our long history as an international firm means we are perfectly placed to help our clients resolve their most complex legal challenges wherever they may be. With lawyers operating from more than 40 locations, working in virtually every country of the world, we have invested heavily in building a high-quality full-service practice competing at the top of the market. We are distinguished by our on-the-ground presence in the world's key financial markets and our strengths in handling complex cross-border work. It's not just about our global network of offices; it's the global interconnectedness of the Firm that our people, and our clients, value most. We work well together across geographic and practice boundaries. It's one of the reasons we attract and retain cross-border work. Our lawyers are globally minded, enterprising, collaborative and committed to excellence. Our people represent 90 nationalities and speak 80 languages. Our Functional Area Technology at White & Case plays a key role in enabling our lawyers is practicing law around the world. Our team comprises of three functions: Business Services - who maintain, develop and support our enterprise systems, Operations - who design, build and support our communications and data centre operations, and Support Services - who provide desktop, meeting and training support in the Firm's offices. Together we support our lawyers with leading edge technology and systems to deliver elite legal and best-in-class client service. Globally-minded, our team covers a range of technical disciplines and business skill sets. This encompasses from business analysts, data architects, application developers and engineering staff covering range of technologies that include virtualisation, cloud, networking, storage, collaboration services and security. We deploy the latest technology and hardware within our state of the art offices. Our technical support staff support and train our people on the latest hardware and operating systems, remote working capability and mobile devices. Our Shared Services centres provide Service Desk and Operation Centres that providing support and monitoring of Firm systems 24 x 7. Working closely with our business services colleagues in support of the Firm's Finance, HR, Marketing and KM Information Technology systems Drawing, Global Technology Services is at the heart of the Firm's global operations. Position Summary The Portfolio Manager is a key leader within the Technology Portfolio Team, responsible for managing and organizing the portfolio of initiatives that support the Infrastructure Operations unit. This unit delivers essential services across server and virtualization, storage, business continuity, identity and access management, automation, system monitoring, and IT operations platforms including messaging and collaboration systems. The Portfolio Manager leads the planning and execution of a dynamic mix of projects, programs, and business-as-usual (BAU) activities. This role plays a critical part in aligning delivery to strategic objectives, fostering cross-functional collaboration, and advancing operational excellence across the portfolio. Duties and Accountabilities1 General Responsibilities: * Collaborate with the Infrastructure Operations portfolio owner to define portfolio objectives, priorities, and execution strategies aligned with business and technology goals. * Provide oversight and coordination across multiple projects and programs to ensure alignment with the overarching portfolio vision, managing dependencies, mitigating risks, and maintaining delivery focus. * Serve as the primary liaison between project managers, program managers, product owners, governance forums, and technical teams to monitor initiative performance, resource allocation, and issue resolution. * Establish and deliver consistent portfolio-level performance, risk, and progress reporting to governance boards and senior leadership. * Lead portfolio governance activities, including steering committee participation, prioritization forums, and stakeholder communication. * Support financial and resource planning processes, including collaboration with finance teams to manage annual budgets and capacity plans. * Drive collaboration across technology and business teams to identify and address interdependencies, reduce redundancies, and foster synergies across infrastructure-related initiatives. * Represent the portfolio in cross-portfolio coordination efforts, sharing best practices and aligning with other Portfolio Managers on firmwide strategies and standards. * Ensure adherence to PMO methodologies and maintain high standards for project documentation, reporting, and delivery metrics. Supervisory Responsibilities: * Guide and support the work of project and program managers delivering initiatives within the Infrastructure Operations portfolio. * Promote effective team collaboration and alignment with delivery expectations. * Support performance management, mentorship, and continuous improvement within the Portfolio team. Required Skills and Abilities: * Proven experience in managing infrastructure-focused portfolios, including virtualization, storage, identity & access management, and operations platforms. * Strong portfolio, program, and project management capabilities with the ability to manage across strategic, operational, and BAU streams. * Experience in portfolio financial planning, reporting, and resource capacity management. * Strong leadership, organizational, and stakeholder engagement skills. * Deep understanding of IT service delivery, infrastructure dependencies, and operational excellence frameworks. * Familiarity with both Agile and Waterfall delivery methodologies. Qualifications * PMP or equivalent project management certification. * 10 years of experience in IT project/program management; 5 years in infrastructure or IT operations environments. * Bachelor's degree in Engineering, Information Technology, or a related field. * Demonstrated success in cross-functional collaboration and enterprise-level portfolio delivery. * Strong proficiency in Microsoft Project, Excel, PowerPoint, and reporting tools. Location & Reporting * This role is based in our New York or in Tampa office * Our standard office hours are 09:30am - 5:30pm * This role reports to the Senior Manager, Portfolio Operations Note to Recruitment Agencies Our Internal Recruitment team are responsible for all end-to-end lateral recruitment process. All agencies must sign White & Case terms of business which are often specific. Candidates submitted by an agency without terms of business agreed with the appropriate office, and/or outside of our online application tracking system, will not be considered a formal introduction. Any applications and CVs sent directly to White & Case Partners and employees will not be accepted as formal introductions. If you have any questions, please contact the Americas Lateral Recruitment team. Equal Opportunities White & Case is an Equal Employment Opportunity (EEO) employer and is committed to creating a diverse and inclusive workplace. It is our Firm's policy to recruit, employ, train, compensate and promote without regard to race, color, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law. Applicants who are interested in applying for a position and require an accommodation during the process should contact ********************************. Benefits White & Case LLP offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, vacation time, and leave programs (including parental leave). Exempt roles are also performance bonus eligible. The firm may modify and amend this job description at any time in its sole discretion. Nothing herein creates a contract of employment or modifies the at-will nature of employment

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Senior Analyst, Investment Product Management plays a critical role in supporting the operational and strategic needs of our investment platform. This position is responsible for managing relationships with asset managers, resolving operational challenges, and driving the successful onboarding of new Separately Managed Account (SMA) strategies. Responsibilities: SMA Strategy Onboarding- Manage the end-to-end onboarding process for SMAs and similar strategies, ensuring timely execution and clear, concise communication with all stakeholders. Relationship Management- Build and maintain strong, trusted relationships across departments to ensure alignment and transparency. Act as a liaison between internal teams and external partners to explain strategy availability, manage the pipeline of onboarding requests, and provide updates on progress. Collaboration- Collaborate with LPL Research, Product Risk Management, Operations, Legal, and Compliance to review and approve strategies requiring additional oversight. Product Management Operations- Own the day-to-day management of SMA investment products, including strategy onboarding, issue resolution, management reporting, and oversight of the SMA mailbox. Project Leadership- Lead and drive key initiatives and projects from inception through execution, ensuring alignment with business priorities and timely delivery. Industry Insight- Leverage and continuously expand industry knowledge to deliver competitive and innovative investment solutions. Continuous Improvement- Capture and analyze feedback from advisors and internal stakeholders to identify opportunities for process improvement What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements 3+ years of experience in the financial services industry Knowledgeable in the investment advisory product landscape, specifically SMAs Well-versed in a broad range of investment vehicles, including equities, mutual funds, ETFs, and fixed income Effective communicator with polished presentation skills Core Competencies Proven experience managing SMA onboarding processes and investment product operations. Strong understanding of investment products, particularly managed accounts and advisory platforms Excellent communication and interpersonal skills, with the ability to clearly articulate complex information to diverse audiences Foster a collaborative environment by actively engaging with cross-functional teams to solve problems and deliver results. Demonstrated ability to lead cross-functional initiatives and drive results in a fast-paced environment High attention to detail and commitment to delivering accurate, compliant, and timely solutions Strong organizational and project management skills Preferences Bachelor's degree in Business, Finance, Economics, or a related field Series 7, Series 66 Experience with process improvement, documentation, and issue resolution Due Diligence and product risk experience Proficiency in Microsoft Excel, PowerPoint, Lists, and other relevant tools; experience with investment platforms, Morningstar, or CRM systems is a plus Pay Range: $78,375-$130,625/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25

At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country. We are partners from a diverse set of backgrounds who truly listen - to understand where our clients are trying to go and bring the tools, data, and strategic insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Additionally, you will be responsible for prudent underwriting and effective credit and risk administration with particular emphasis on financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, regulatory compliance, and customer support. In this role, you will manage a portfolio of the most complex credits and will be expected to perform your role responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments. As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself. Primary responsibilities include + Managing a portfolio of the most complex credits and performing the functions of the position with only periodic oversight and is expected to perform with very limited supervisory intervention. + Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager, team leader, and senior managers across departments/teams. + Effective credit underwriting, credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support as needed for an assigned portfolio. + Structuring, underwriting, and documenting new business, renewals, and modifications as the credit expert within the first line of defense. + Oversee assigned portfolio of credits and anticipate portfolio problems and take action to develop solutions, handling multiple demands and competing priorities. + Meet deadlines and schedules associated with maintaining portfolio compliance with credit and risk policies. + Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit monitoring and administration with client directly. + Understands and stays up to date with industry and market information related to assigned markets and customers. Shares insights and learnings with other RMs and PMs. Qualifications, Education, Certifications and/or Other Professional Credentials + Proven expertise in credit underwriting and portfolio management, with a strong track record of managing complex commercial banking relationships. + Advanced proficiency in financial analysis, credit modeling, and risk evaluation, with a deep understanding of regulatory compliance and credit policy adherence. + Demonstrated ability to independently manage a portfolio of high-complexity credits, exhibiting expert knowledge of client businesses and credit structures. + Strong analytical and problem-solving skills, with the ability to anticipate portfolio issues and develop strategic solutions. + Excellent communication and interpersonal skills, with the capacity to collaborate effectively across teams and engage directly with clients to resolve complex credit matters. + In-depth knowledge of industry trends and market dynamics, with a commitment to sharing insights and fostering team-wide learning. + Experience in structuring, underwriting, and documenting new credit opportunities, renewals, and modifications within a first-line-of-defense framework. + Proven ability to meet deadlines and manage competing priorities in a fast-paced, client-focused environment. Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F Pay Transparency The salary range for this position is $175,000 - $210,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M. A&M is known for analyzing and resolving complex situations which often require the application of sophisticated valuation techniques. Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial and tax reporting, mergers and acquisitions, complex financial instruments, illiquid securities, and private equity and real-estate portfolios. This has resulted in our Valuation practice growing steadily year over year and becoming one of the most respected in the industry. How you will contribute You will lead a team to identify and evaluate the key financial and operational drivers necessary to ensure a robust valuation partnership with managers and investors. You will address complex valuation challenges from critical investment, regulatory and strategic perspectives to assessing value at the fund, portfolio, and investment level. You will have the opportunity to lead a highly skilled, and entrepreneurial team to service alternative asset managers with an array of different valuation services. Typical projects include valuating assets inside equity and credit investment portfolios for a variety of circumstances including regulatory compliance for investment, financial, and accounting reporting or auditing purposes. You will have the opportunity to get involved in multiple sophisticated valuation engagements covering a variety of securities such as non-performing and performing loans, preferred and common equity. Some of the main responsibilities are: * Developing, updating, and implementing financial models for discounted cash flow, guideline market multiples, market transactions and options valuations * Conducting detailed reviews and ensuring the accuracy of financial models and valuation analyses * Leading an engagement lifecycle, which follows process, timelines, and delivery of valuation schedules and narrative reports to clients. * Proactively communicating efficiently and effectively to all levels of the engagement team * Conducting the final quality control review of reports and other client deliverables * Clearly and articulately presenting findings to clients/Committees and other interested parties * Creating a learning environment by providing meaningful coaching to staff, leading pointed training sessions, and providing feedback to team members, while also facilitating the learning and development and growth opportunities of direct reports * Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients Who will you be working with? At A&M you will have the opportunity to work with a diverse team of supportive and motivated professionals that love to share their knowledge and depth of industry experience with others. We have an inclusive developmental environment where everyone has the opportunity to learn and grow. Our culture is characterized by openness and entrepreneurial thinking, with a foundation of mutual respect and high-quality standards for our work. We strive to remove bureaucracy in favor of recognizing effort and results through advancement opportunities and a motivating performance-based reward structure. Our Valuation team works with a variety of large-cap and mid-cap PE houses, corporate clients and financial institutions providing you with broad industry exposure. How will you grow and be supported? As a Manager, you will have the opportunity to take your career to the next level by working in several different areas of Valuation while gaining invaluable experience across different industries and sectors., Utilizing your critical thinking and research skills, you will have the opportunity to apply and advance your technical and analysis skills in complex, ambiguous situations. You will be working closely as a team with experienced professionals who will provide you with developmental feedback and growth opportunities. We offer competitive benefits and opportunities to support your personal and professional development. Click to learn about A&M's benefits. A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized and on the job training. Learn more about why A&M is a great place to work. Core Qualifications: * 5-7 years of valuation and modelling experience gained at a Big 4 or other reputable consulting firm, investment bank or independent valuation firm * Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.) * Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field * Qualified or studying for a professional qualification such as CFA/ASA/CPA preferred * Experience conducting Financial Analysis and Financial Modelling * Experience with Capital IQ * Advanced Microsoft Excel skills required; VBA, Macros, etc. a plus * Strong writing skills and experience with developing presentations and reports using PowerPoint and Microsoft Word * Excellent oral and written communication skills * Effective project management and organizational skills * Ambitious, results driven, self-starter with the ability to thrive in an entrepreneurial culture Your journey at A&M We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career. We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals. Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs The salary range is $130,000 - $140,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them. #LI-NS1 Inclusive Diversity A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way. Equal Opportunity Employer It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here. Unsolicited Resumes from Third-Party Recruiters Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country. We are partners from a diverse set of backgrounds who truly listen - to understand where our clients are trying to go and bring the tools, data, and strategic insights to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Additionally, you will be responsible for prudent underwriting and effective credit and risk administration with particular emphasis on financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, regulatory compliance, and customer support. In this role, you will manage a portfolio of the most complex credits and will be expected to perform your role responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments. As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself. Primary responsibilities include + Managing a portfolio of the most complex credits and performing the functions of the position with only periodic oversight and is expected to perform with very limited supervisory intervention. + Exhibit expert knowledge of clients/credits included in the portfolio when interacting with peers, Relationship Manager, team leader, and senior managers across departments/teams. + Effective credit underwriting, credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, and client support as needed for an assigned portfolio. + Structuring, underwriting, and documenting new business, renewals, and modifications as the credit expert within the first line of defense. + Oversee assigned portfolio of credits and anticipate portfolio problems and take action to develop solutions, handling multiple demands and competing priorities. + Meet deadlines and schedules associated with maintaining portfolio compliance with credit and risk policies. + Provide client management support for assigned portfolio, maintaining a regular level of direct client interaction, and demonstrating ability to resolve the most complex issues related to credit monitoring and administration with client directly. + Understands and stays up to date with industry and market information related to assigned markets and customers. Shares insights and learnings with other RMs and PMs. Qualifications, Education, Certifications and/or Other Professional Credentials + Proven expertise in credit underwriting and portfolio management, with a strong track record of managing complex commercial banking relationships. + Advanced proficiency in financial analysis, credit modeling, and risk evaluation, with a deep understanding of regulatory compliance and credit policy adherence. + Demonstrated ability to independently manage a portfolio of high-complexity credits, exhibiting expert knowledge of client businesses and credit structures. + Strong analytical and problem-solving skills, with the ability to anticipate portfolio issues and develop strategic solutions. + Excellent communication and interpersonal skills, with the capacity to collaborate effectively across teams and engage directly with clients to resolve complex credit matters. + In-depth knowledge of industry trends and market dynamics, with a commitment to sharing insights and fostering team-wide learning. + Experience in structuring, underwriting, and documenting new credit opportunities, renewals, and modifications within a first-line-of-defense framework. + Proven ability to meet deadlines and manage competing priorities in a fast-paced, client-focused environment. Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F Pay Transparency The salary range for this position is $175,000 - $210,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Join us at the intersection of INGENUITY & INCLUSION About the Role Infrastructure Engineering Inc. (IEI) is looking for great people to join our Team! We are looking for a Portfolio Manager who will have the opportunity to work on an innovative projects. We are a leading engineering firm known for quality and responsiveness; we also have a proven track record of success as a Prime civil engineering firm. The Portfolio Manager will work in the Engineering Project Delivery Division (EPD) and will be a direct report to the Engineer of Projects (EOP). The Portfolio Manager will have the responsibilities of coordinating the budgets and schedules for all Engineering deliverables and for monitoring, reporting and forecasting the Engineering deliverables for the assigned portfolio of projects within the Agency's Capital and Annual Operating Plans. The selected candidate will assist the EOP with Capital Plan Development by working with Design, Construction and the Line Departments on work plans, project prioritization and the assessment of project feasibility and deliverability, while supporting and fostering high levels of team performance. What You'll Do * Monitor the progress of assigned project portfolio and report the status of schedules and budgets. * Collaborate with the Engineering team to prepare Engineering proposals to accurately describe the tasks required to deliver the project scope and schedule in a timely fashion. Work with the lead Engineer/ Architect to develop the project scope, schedule and budget. Follow-up with design and construction task leads to negotiate the budget to ensure it is within the department Pro-Forma. Prepare revised proposals to capture changes to the project scope, schedule and budget. * Provide oversight of engineering delivery from Design through Construction closeout. * Ensure prompt and effective communication between staff during the design and construction phases. * Collaborate monthly with the Engineering Lead Principals to coordinate and update the Present and Planned workload (PPW). Along with the PMO representative, co-chair quarterly PPW meetings between the Lead Principals and Program Managers. * Work with Engineering and Line Department teams to optimize delivery of the Agency Capital Plan. * Work with the Chief Engineer's Office to prepare Board items for engineering authorizations associated with staff and construction cost expenditures. * Assist in the development of supporting materials (illustrations, tables, etc.). * Track and monitor flow of all documents from inception to distribution of final copies. * Establish and maintain electronic data library of all working and completed documents. To Be Successful You will bring your A-game every day and come ready to provide leadership, collaboration, and create a dynamic environment for your team! To join IEI's team and take on this role you will have the following qualifications: * Bachelor's degree from an accredited college or university. * A minimum of five years' experience in progressively more responsible positions in the development and delivery of A/E projects. * Demonstrated experience managing a variety of capital projects that involve significant design and construction elements, including the monitoring and reporting of cost forecasts against budgets and the management of project schedules. We'd Like for You to Have * Demonstrated ability to meet deadlines, work independently and prioritize work. * Strong planning and organizational skills. * Knowledge of Project management systems and platforms including Primavera (P6, and Risk Analysis) * Superior oral and written communication and presentation skills including experience making presentations in front of large client groups and upper management staff and communicating effectively with executive staff. * Strong interpersonal, leadership, negotiation and problem solving and decision-making skills. Benefits and Perks: * Highly competitive salary, and Bonus opportunities * Flexible Work Schedule * Medical, Dental, and Vision Benefits * Personal Paid Leave (Paid Time-Off) * 6-Week Parental Leave * Paid Holidays * Life Insurance * Short and Long-term Disability Program * 401K Program with Employer Match * Profit Sharing * Employee Assistance Program * Employee Referral Program * Employee Appreciation Program * IEI University * An opportunity to learn and grow - Professional Development Program * Opportunity to share ideas and express your point of view * You are welcome to be your authentic self * Philanthropic Outreach and Volunteer Opportunities Physical Demands The physical demands described here represent those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to fingers, handle, or feel objects, tools, or controls; climb; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee may lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Working Conditions: * A company vehicle is provided for fieldwork; a valid driver's license and acceptable driving record are required. * Ability to navigate active construction sites, including walking on uneven terrain, climbing, and occasional lifting or moving of up to 50 pounds. * Exposure at times to outdoor weather conditions, wet or humid environments, and typical construction-site hazards such as dust, fumes, chemicals, noise, vibration, and in-progress work areas. * Occasionally, may require extended or irregular hours, including evenings or weekends, to support project demands or respond to unexpected field situations. * Work is performed in both office and field environments, including time spent reviewing plans, reports, and project documentation. * Standard schedule is typically a 40-hour workweek, with flexibility for day or night shifts depending on project needs. Work Environment: The work environment described here reflects the conditions employees may encounter while performing the essential functions of this role. Reasonable accommodations are available to enable individuals with disabilities to perform these functions. Employees will work both in office and outdoor construction environments, sometimes for extended periods, and in varying weather conditions. Office noise levels are generally moderate, while construction sites may be loud and require hearing protection. Infrastructure Engineering Inc. (IEI) is committed to providing equal employment opportunities and full inclusion for individuals with disabilities. If you require a reasonable accommodation during the application process, interview, or other recruitment activities, please contact our Human Resources department at ************ or ****************. Accommodations will be provided in accordance with applicable laws and our commitment to equal opportunity. Applicants must be authorized to work for any employer in the U.S. at the time of hire. IEI is not able to sponsor or transfer employment visas at this time.

About Team / Role WEX Venture Capital is the global venture capital arm of WEX Inc., a global financial technology company that provides payment processing, information management, and fleet card payment solutions to businesses of all sizes, including over 19 million commercial vehicles. The mission of WEX Venture Capital is to position WEX to succeed in the most compelling emerging areas around our business, across mobility and B2B payments. We invest in startups with new technology and business models and then create new partnerships with WEX that pull WEX into new areas, while using our scale to accelerate the success of the companies we support. We are seeking a full-time Portfolio Operations Manager, WEX Venture Capital. The ideal candidate is highly motivated to drive portfolio support and fund operations so we can maximize the value we can create for our portfolio companies. We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry. How you'll make an impact * Create an innovative playbook for how to translate WEX's technology, global customer base and channel partnerships into strategic value for new and existing portfolio companies * Drive strategic partnerships and integrations for WEX's portfolio companies across WEX, from scoping through implementation and measurement * Communicate progress about WEX's portfolio companies to WEX's global employee base to generate new product and commercial opportunities that can help our portfolio companies grow * Craft partnerships and awareness of WEX Venture Capital within the electric mobility and fleet software ecosystems, including with venture capitalists, startups, accelerators, and incubators * Collaborate cross-functionally to support WEX's commercial and product teams with ongoing partnership efforts * Analyze performance for WEX's investments to drive decision-making and reporting * Assist in creating and presenting reporting memos and decks for WEX's executive leadership team and board of directors * Develop a vision for how to support the continued growth and success of our portfolio companies beyond WEX Experience you'll bring * Bachelor's Degree with 10+ years of experience in venture capital platform or operations roles, VC/accelerator program management, or sales, operations, or community roles at a high-growth startup. * High autonomy (we are a small but mighty team) with a track record of ideating and executing cross-functional projects and partnerships across a global, matrixed organization * Superior organizational, relationship-building, and communication skills with the ability to prepare executive-facing materials and work with stakeholders across WEX and our portfolio companies * Experience in managing multiple tasks under timelines with shifting priorities * Deep interest in both the climate technology industry and the venture-backed startup ecosystem * Entrepreneurial mindset and passion for building alongside founders, up for the challenge of helping them collaborate with a global organization You should expect * A collaborative and intellectually-stimulating working environment * The opportunity to engage with various stakeholders across the business * Mentorship from leaders across WEX, including: venture capital, corporate development, finance, strategy, product, marketing, general managers, executive leadership, and sales teams across the US and Europe The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section. Pay Range: $113,000.00 - $150,000.00

Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing business, supports the commercial banking team and recommends credit solutions that add value to the Customer. The Credit Portfolio Manager II manages a designated portfolio of commercial loans assuring all aspects of compliance with loan agreements, regulatory requirements and underwriting and risk rating policy are met. The job oversees the overall risk profile of a designated portfolio, identifying potential macro and micro risk issues (both positive and negative) early on. Depth & Scope: Manages complex credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; may manage overall analytical support and workflow production needs for a department Works on larger, complex deals, mainly focused on Middle Market and highly specialized lending May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives Acts as a consultant to business lines regarding credit issues, processes and procedures Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations May communicates credit decisions to Relationship Managers and Account Managers Manages and oversees workflow and adherence to policy for department Participates in organizational cost benefit analysis and implementation Manages activities by creating and maintaining quantifiable service level standards against business performance Ensures timeliness of information and efficiency in process and workflow Maintains confidentiality of credit and customer information at all times May lead a team of Credit Analysts within a region or market Education & Experience Bachelor's degree or work experience equivalent to a Bachelor's degree required 10+ years related experience required Strong understanding of commercial business development techniques and credit decisions Demonstrates credit and financial analysis skills Working knowledge of capital markets is a plus Refined negotiation skills Demonstrates communication skills, both verbal and written. Demonstrates PC skills Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Job Title SBA Portfolio Manager Team Lead Banesco USA is seeking an SBA Portfolio Manager Team Lead for our SBA Portfolio Managers business unit. * Develop and maintain comprehensive credit policies and procedures aligned with the bank's risk appetite and regulatory requirements, specifically for SBA programs. * Assist in the updating of credit policy and procedures related to SBA by drafting proposed changes, seeking consensus, and ultimately communicating any approved changes. * Exercise prudent credit judgment through individual loan authority as approved by the Board of Directors. * Monitor credit risk limits, concentration risk, and early warning indicators within the SBA portfolio. * Evaluate, approve, or decline policy exceptions and modifications to existing loans, within individual loan authority. * Monitor existing lending relationships assigned to the portfolio and complete annual, semi-annual, or quarterly reviews in a timely manner. * Maintain oversight of all ongoing monitoring requirements including, but not limited to, payment status, insurance, and timely payment of real estate taxes within the bank's loan portfolio. * Validate and analyze reports such as Third-Party Site Visits, Financial Statements, Borrowing Base Certificates, Appraisals, etc., to verify compliance. * Through ongoing portfolio management, detect early warning signs of deteriorating credit trends and recommend risk rating changes where applicable. * Act as a liaison between the customer and other departments of the bank to ensure the deferments and/or modifications are processed in an efficient and timely manner. * Prepare monthly Watch List comments and quarterly Adversely Classified Reports where applicable. Job Requirements * Education: Bachelor's degree in business, related field, or another acceptable alternative field required. MBA or advanced degree is preferred. * Experience: Ten (10) years of progressive risk management experience in a diverse lending setting is required, with at least five (5) years in a senior leadership role of supervisory authority. * Extensive knowledge of credit analysis, underwriting, and portfolio management. * Proven track record of successfully managing credit risk in a banking environment. * Experience in building/expanding national SBA 7a and Express loan programs, teams, and policies and designing/leading the execution of large-scale loan forgiveness processes (e.g., PPP) is highly desirable. * Strong analytical and problem-solving skills. * Effective ability to lead and motivate a team. * Advanced knowledge in financial software such as but not limited to nCino and Moody's. * Advanced knowledge of structuring and underwriting commercial credits, including specialized lending. * Strong client-centric skills, ensuring satisfaction of both internal and external customers. * Strong understanding of banking regulations and risk management frameworks. Benefits * Competitive base salary. * Paid time off. * Hybrid schedule. * 401k with employer match. * Tuition reimbursement. * Paid parental leave. * Free parking. * Medical, Dental, Vision. * Life Insurance. * Supplemental Insurances. * Short-Term & Long-Term Disability Benefits. About Us Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 14 countries. As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today's world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world. Our actions are rooted in our Values: Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark. At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us. #LI-HYBRID

Job Description Job Title SBA Portfolio Manager Team Lead Banesco USA is seeking an SBA Portfolio Manager Team Lead for our SBA Portfolio Managers business unit. Develop and maintain comprehensive credit policies and procedures aligned with the bank's risk appetite and regulatory requirements, specifically for SBA programs. Assist in the updating of credit policy and procedures related to SBA by drafting proposed changes, seeking consensus, and ultimately communicating any approved changes. Exercise prudent credit judgment through individual loan authority as approved by the Board of Directors. Monitor credit risk limits, concentration risk, and early warning indicators within the SBA portfolio. Evaluate, approve, or decline policy exceptions and modifications to existing loans, within individual loan authority. Monitor existing lending relationships assigned to the portfolio and complete annual, semi-annual, or quarterly reviews in a timely manner. Maintain oversight of all ongoing monitoring requirements including, but not limited to, payment status, insurance, and timely payment of real estate taxes within the bank's loan portfolio. Validate and analyze reports such as Third-Party Site Visits, Financial Statements, Borrowing Base Certificates, Appraisals, etc., to verify compliance. Through ongoing portfolio management, detect early warning signs of deteriorating credit trends and recommend risk rating changes where applicable. Act as a liaison between the customer and other departments of the bank to ensure the deferments and/or modifications are processed in an efficient and timely manner. Prepare monthly Watch List comments and quarterly Adversely Classified Reports where applicable. Job Requirements Education: Bachelor's degree in business, related field, or another acceptable alternative field required. MBA or advanced degree is preferred. Experience: Ten (10) years of progressive risk management experience in a diverse lending setting is required, with at least five (5) years in a senior leadership role of supervisory authority. Extensive knowledge of credit analysis, underwriting, and portfolio management. Proven track record of successfully managing credit risk in a banking environment. Experience in building/expanding national SBA 7a and Express loan programs, teams, and policies and designing/leading the execution of large-scale loan forgiveness processes (e.g., PPP) is highly desirable. Strong analytical and problem-solving skills. Effective ability to lead and motivate a team. Advanced knowledge in financial software such as but not limited to nCino and Moody's. Advanced knowledge of structuring and underwriting commercial credits, including specialized lending. Strong client-centric skills, ensuring satisfaction of both internal and external customers. Strong understanding of banking regulations and risk management frameworks. Benefits Competitive base salary. Paid time off. Hybrid schedule. 401k with employer match. Tuition reimbursement. Paid parental leave. Free parking. Medical, Dental, Vision. Life Insurance. Supplemental Insurances. Short-Term & Long-Term Disability Benefits. About Us Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 14 countries. As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today's world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world. Our actions are rooted in our Values: Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark. At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us. #LI-HYBRID

Job Title SBA Portfolio Manager Team Lead Banesco USA is seeking an SBA Portfolio Manager Team Lead for our SBA Portfolio Managers business unit. Develop and maintain comprehensive credit policies and procedures aligned with the bank's risk appetite and regulatory requirements, specifically for SBA programs. Assist in the updating of credit policy and procedures related to SBA by drafting proposed changes, seeking consensus, and ultimately communicating any approved changes. Exercise prudent credit judgment through individual loan authority as approved by the Board of Directors. Monitor credit risk limits, concentration risk, and early warning indicators within the SBA portfolio. Evaluate, approve, or decline policy exceptions and modifications to existing loans, within individual loan authority. Monitor existing lending relationships assigned to the portfolio and complete annual, semi-annual, or quarterly reviews in a timely manner. Maintain oversight of all ongoing monitoring requirements including, but not limited to, payment status, insurance, and timely payment of real estate taxes within the bank's loan portfolio. Validate and analyze reports such as Third-Party Site Visits, Financial Statements, Borrowing Base Certificates, Appraisals, etc., to verify compliance. Through ongoing portfolio management, detect early warning signs of deteriorating credit trends and recommend risk rating changes where applicable. Act as a liaison between the customer and other departments of the bank to ensure the deferments and/or modifications are processed in an efficient and timely manner. Prepare monthly Watch List comments and quarterly Adversely Classified Reports where applicable. Job Requirements Education: Bachelor's degree in business, related field, or another acceptable alternative field required. MBA or advanced degree is preferred. Experience: Ten (10) years of progressive risk management experience in a diverse lending setting is required, with at least five (5) years in a senior leadership role of supervisory authority. Extensive knowledge of credit analysis, underwriting, and portfolio management. Proven track record of successfully managing credit risk in a banking environment. Experience in building/expanding national SBA 7a and Express loan programs, teams, and policies and designing/leading the execution of large-scale loan forgiveness processes (e.g., PPP) is highly desirable. Strong analytical and problem-solving skills. Effective ability to lead and motivate a team. Advanced knowledge in financial software such as but not limited to nCino and Moody's. Advanced knowledge of structuring and underwriting commercial credits, including specialized lending. Strong client-centric skills, ensuring satisfaction of both internal and external customers. Strong understanding of banking regulations and risk management frameworks. Benefits Competitive base salary. Paid time off. Hybrid schedule. 401k with employer match. Tuition reimbursement. Paid parental leave. Free parking. Medical, Dental, Vision. Life Insurance. Supplemental Insurances. Short-Term & Long-Term Disability Benefits. About Us Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 14 countries. As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today's world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world. Our actions are rooted in our Values: Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark. At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us. #LI-HYBRID