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Portfolio Manager jobs at CDW - 599 jobs

  • Commercial Lending Portfolio Manager

    JCW Group 3.7company rating

    New Haven, CT jobs

    JCW is looking to hire a Portfolio Manager to join the Commercial Lending department of a growing Commercial Bank in the greater New Haven area. If you have banking experience and are looking for a route to becoming a Lender - please apply! Requirements: 5 years of commercial banking experience is required Proven Credit and Relationship Management skills Thrives in a high-pressured environment and has the ability to work with tight deadlines Proficiency with Abrigo is a plus If this isn't the right fit but you are looking for Credit or Lending positions - drop a message to *******************************.
    $130k-227k yearly est. 5d ago
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  • Workout Portfolio Manager

    JCW Group 3.7company rating

    New Jersey jobs

    A local bank in New Jersey is seeking an experienced Workout Portfolio Manager to join their team. In this role, you will support the Asset Recovery Department by analyzing problem credits, assessing financial information, and recommending strategies to maximize recovery efforts. You will collaborate closely with Asset Managers to restructure non-performing or impaired loans, while ensuring compliance with policies, procedures, and regulations. This is a dynamic opportunity to contribute to minimizing loan losses and supporting the overall financial stability of the bank. Responsibilities: Support Asset Managers in developing strategies for restructuring problem and non-performing loans. Gather and analyze borrower and guarantor financial information to recommend effective workout solutions. Conduct quarterly and semi-annual loan reviews, including status updates, risk rating adjustments, and workout strategy recommendations. Qualifications: 3+ years of experience in commercial loan portfolio management, lending, or credit analysis/underwriting. Strong financial analysis skills with high accuracy and attention to detail. Excellent communication, problem-solving, and organizational skills.
    $114k-183k yearly est. 5d ago
  • Residential Branch Manager

    OPC Pest Services 4.1company rating

    San Jose, CA jobs

    We're the Industry Leader Because of Leaders Like You. When you're an Orkin Branch Manager, you're the leader cultivating a team to deliver top‑notch service from the industry leader with more than 120 years of protecting homes and businesses. Our Branch Manager position is for those who thrive on the challenge of growing a high‑performance business and team. Your competitive drive enables you to meet and exceed financial performance goals, and your desire to build a team helps you cultivate an exceptional work environment. You can take pride when your entrepreneurial skills lead to business growth while being supported by the industry leader. And you can earn your way to an annual rewards trip honoring top performers. You'll have more than a job-you'll have a career with growth potential and benefits that go beyond the basics. This includes a company vehicle, competitive pay and a 401(k) program. Not to mention, you'll receive opportunities to volunteer and give back. With Orkin's award‑winning training program, you'll receive all the tools you need to succeed. That means no industry experience required to start building your career. Plus, if there's one thing we know at Orkin, it's that pests keep coming back, and that makes our industry recession resistant. Ready to start a career with staying power? Apply now! Responsibilities As a Branch Manager, you'll be a leader in a high‑performance culture. Extensive training will prepare you to apply business acumen to revenue growth through achieving the highest customer satisfaction. Equally important is cultivating an employee culture that motivates performance, supports personal growth and inspires exceptional service. In addition to playing a key role in business success and professional development, Branch Managers also contribute to community service that improves the places where we live and work. You will… Assume leadership of an entire operation upon completion of training Demonstrate your proven track record of leadership development of others, to include field evaluations, addressing coaching opportunities and training Exemplify a service mindset to deliver customer retention results Inspire your team to deliver top‑notch service, accept constructive feedback and commit to continual improvement Drive revenue generation and growth, motivating the team through daily check‑ins of activities and holding teams accountable for results Showcase superior operational skills, with experience in managing a Profit and Loss (P&L) statement and strategically investing in growth with balancing expense margins Recognize and developing talent, during recruitment, selection and training across sales, service and customer service staff, including management Be willing to relocate to an open location within the region after 6-9 months of required training Benefits Competitive earnings and a company vehicle with gas card Pay ranges from $75,000 to $80,000 a year. Company provided iPhone and iPad with sales software Comprehensive benefits package including medical, dental, vision, maternity, & life Insurance 401(k) plan with company match, employee stock purchase plan Paid vacation, holidays, and sick leave Employee discounts, tuition reimbursement, dependent scholarship awards Industry leading, quality, comprehensive training program Why should you choose Orkin? Founded in 1901, Orkin is a global residential and business service provider who provides the most accurate, comprehensive, and efficient pest management services for both residential and commercial customers The Pest Management Industry is growing - and is a recession resistant line of business You have a service‑oriented mindset that leads you to build loyalty and trust with clients You hold yourself responsible to commitments You value being part of a team You want to join a company that supports the community Orkin is financially stable and growing as the largest subsidiary of Rollins, Inc. (NYSE: ROL), headquartered in Atlanta, GA Qualifications What do you need to be successful? Sales experience preferred High School Diploma or equivalent required Valid driver's license required Ability to obtain the appropriate pesticide license/certification if required (company paid) Ability to work in the field independently and interact with our great clients What will my work environment be like? Candidates must meet physical job requirements and safely perform the job duties with or without accommodations: Safely use a ladder within the manufacturer's weight capacity Occasionally lift and carry up to 50 lbs. Safely access crawl spaces, attics, confined spaces, roof tops, etc. including the ability to climb or balance and stoop, kneel, crouch, or crawl Wear personal protective equipment (PPE) which sometimes requires an OSHA‑compliant respirator Willing to work in different types of weather conditions Orkin is an Equal Opportunity/Protected Veterans/Individuals with Disabilities Employer #ORK729IND #J-18808-Ljbffr
    $75k-80k yearly 4d ago
  • Branch Manager - UniFirst

    Unifirst Corporation 4.6company rating

    Milpitas, CA jobs

    UniFirst Corporation has a current opening for a Branch Manager. Through a team of department managers, the Branch Manager is responsible for Sales, Route Service, and Office Administration at their Branch. In particular, the Branch Manager will be responsible for growing revenues and profitability in the market area while maintaining excellent customer service. A Career with UniFirst Offers: Training: With the most in-depth training platform in the industry, our employees get top quality skills training designed to enhance their performance and assist them with their career potential and advancement. Career Mobility: We're a growing company offering significant avenues for personal development and growth. Some companies like to promote from within, we love to! Technology: UniFirst's many cutting edge sales tools and innovative programs are designed with one purpose in mind - to help you succeed. Culture: Our unique community culture is what makes UniFirst an organization that stands out from the rest. Diversity: At UniFirst, you'll find an environment packed with different cultures, personalities, and backgrounds because we know it takes many kinds of people to make us successful. What you'll be doing: Develop, appraise, and meet budget requirements for the location including revenues, operating costs and profit margins. Responsible for growth, lost accounts, merchandise, delinquent accounts, contract renewals and negotiations, machinery, fleet vehicles, and assisting on new sales in present accounts. Manage the location as a profit center for UniFirst. Assist the Sales Department with soliciting new customers. Operate the location in line with company policies and procedures. Comply with DOT, OSHA, and state regulations regarding transportation, operations, and personnel as well as involvement with environmental compliance. Hire, train, supervise and discharge personnel at the location. Supervise and plan the activities of personnel at the location. Delegate responsibility to personnel at the location. Maintain morale of all employees at facility and give recognition where earned. Counsel and advise employees as needed. Give corrective action to employees as required. Ensure that quality and safety programs circulated by quality system are implemented at location. Qualifications What we're looking for: Bachelor's degree from four-year college or university or related experience or training within UniFirst Corporation required. Must be 21 years of age or older. A valid non-commercial driver's license in the state of residence and safe driving record is required. Meet DOT physical qualifications. Operate fleet vehicle within company safety guidelines. Individuals who drive their personal vehicles for business purposes will be required to comply with minimum auto insurance requirements per UniFirst's standards. Ability to read, analyze, and interpret general business reports, periodicals, professional journals, technical procedures, and governmental regulations. Ability to write reports, business correspondence, and procedures. Effectively present information and respond to questions from managers, clients, and customers. Understand and interpret financial reports and business plans. Apply mathematical concepts such as fractions, percentages, ratios, and proportions to practical situations. Define problems, collect data, establish facts, and draw valid conclusions. Company Overview: UniFirst is an international leader in the $18 billion-dollar garment services industry. We currently employ over 14,000 team partners who serve 300,000 business customer locations throughout the U.S., Canada, and Europe. We were included in the top 10 of Selling Power magazine's “Best Companies to Sell For” list and recognized on Forbes magazine's “Platinum 400 - Best Big Companies” list. As an 80-year old company focused on annual growth, there's never been a better time to join our team. Benefits Full range of benefits including 401k and profit sharing, health and life insurance, Employee Assistance Program (EAP), disability coverage, vacation, sick time, paid holidays, tuition reimbursement, 30% employee discounts, and more UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws. #J-18808-Ljbffr
    $52k-69k yearly est. 3d ago
  • Portfolio Manager - New York

    Caxton Associates 4.5company rating

    New York, NY jobs

    Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates' primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines. Our broad mandate allows us to trade across global markets and instruments, with a strong focus on alpha generation for our clients. Requirements The Role: Caxton Associates is seeking experienced Portfolio Managers across a range of strategies; including but not limited to: Discretionary Macro Emerging Markets Macro Equity Long/Short Event-Driven Fixed Income Relative Value Medium-Frequency Systematic Commodities In this role, you will be responsible for managing a significant capital allocation, implementing rigorous risk management, and contributing to our collaborative, research-driven environment. Within our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. We seek out professionals who can generate unique insights within their investment universe, contribute to the firm's broader strategic outlook, and leverage collective knowledge to generate alpha. Key Responsibilities: Independently manage a significant capital allocation by creating, executing, and monitoring an alpha-driven investment strategy. Construct portfolios designed to generate asymmetric returns with minimal correlation to traditional capital markets by identifying and capitalizing on variant market views. Implement robust risk management, continuously assessing the merits of all positions and investment theses. Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise. Ensure strict compliance with all industry regulations and internal risk controls. Requirements: Proven track record in portfolio management, demonstrated by strong investment acumen and a Sharpe Ratio greater than 1.5. A minimum of 5 years of experience managing capital preferably within a hedge fund. The capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors. Unwavering commitment to the highest standards of ethics and integrity. Exceptional decision-making abilities, with the capability to perform under pressure and adapt to evolving market conditions. Application Instructions: To apply, please submit: Your CV. A detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5). A comprehensive outline of your proposed investment strategy and process. If you're an experienced portfolio manager passionate about collaboration and financial markets, we'd love to connect with you. Benefits With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.
    $250k yearly Auto-Apply 60d+ ago
  • Consumer Equity L/S Portfolio Manager - New York

    Caxton Associates 4.5company rating

    New York, NY jobs

    Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates' primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments with a focus on alpha generation for our clients. Requirements The Role: Caxton Associates is seeking an Equity L/S PM with demonstrable alpha in global consumer equities. In this pivotal role, you will be entrusted with managing a significant capital allocation and overseeing rigorous risk management across all active positions. In our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. Professionals who can extract key insights from their investment universe to inform and shape the broader team's perspective and leverage this collective knowledge to generate alpha within their mandate will find this is the perfect platform for their talents. Key Responsibilities: Independently manage a significant capital allocation by creating, executing, and monitoring an Equity Long/Short strategy. Construct portfolios with a focus on maintaining low net delta, balanced factor and industry exposure, and high idiosyncratic risk attribution. Conduct thorough market and industry research, fundamental business analysis, and business cycle research. Implement stringent risk management, actively assessing the merits of all positions and investment theses. Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise. Ensure strict compliance with all industry rules, regulations, and internal company policies. Requirements: Proven track record in Equity Long/Short, demonstrated by robust investment acumen and a Sharpe Ratio greater than 1.5. A minimum of 5 years of experience in portfolio management, preferably within a hedge fund. Proficiency in financial modelling, sector analysis, business structure analysis, and conducting business cycle research. Demonstrated expertise in the industries and/or regions of focus, as well as risk management techniques for equity portfolios. Humility and the capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors. Unwavering commitment to the highest standards of ethics and integrity. Exceptional decision-making abilities, capable of performing well under pressure. Application Instructions: To apply, please submit your CV, a detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5), and a comprehensive outline of your proposed investment strategy and process. If you're an experienced portfolio manager with a passion for collaboration and a keen interest in financial markets, we'd love to connect with you. Benefits With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.
    $250k yearly Auto-Apply 60d+ ago
  • Portfolio Manager - New York

    Caxton Associates 4.5company rating

    New York, NY jobs

    Job Description Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates' primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines. Our broad mandate allows us to trade across global markets and instruments, with a strong focus on alpha generation for our clients. Requirements The Role: Caxton Associates is seeking experienced Portfolio Managers across a range of strategies; including but not limited to: Discretionary Macro Emerging Markets Macro Equity Long/Short Event-Driven Fixed Income Relative Value Medium-Frequency Systematic Commodities In this role, you will be responsible for managing a significant capital allocation, implementing rigorous risk management, and contributing to our collaborative, research-driven environment. Within our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. We seek out professionals who can generate unique insights within their investment universe, contribute to the firm's broader strategic outlook, and leverage collective knowledge to generate alpha. Key Responsibilities: Independently manage a significant capital allocation by creating, executing, and monitoring an alpha-driven investment strategy. Construct portfolios designed to generate asymmetric returns with minimal correlation to traditional capital markets by identifying and capitalizing on variant market views. Implement robust risk management, continuously assessing the merits of all positions and investment theses. Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise. Ensure strict compliance with all industry regulations and internal risk controls. Requirements: Proven track record in portfolio management, demonstrated by strong investment acumen and a Sharpe Ratio greater than 1.5. A minimum of 5 years of experience managing capital preferably within a hedge fund. The capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors. Unwavering commitment to the highest standards of ethics and integrity. Exceptional decision-making abilities, with the capability to perform under pressure and adapt to evolving market conditions. Application Instructions: To apply, please submit: Your CV. A detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5). A comprehensive outline of your proposed investment strategy and process. If you're an experienced portfolio manager passionate about collaboration and financial markets, we'd love to connect with you. Benefits With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.
    $250k yearly 5d ago
  • People and Culture Global Portfolio Manager

    Paula's Choice 3.7company rating

    Seattle, WA jobs

    Where Trust Leads, Bold Ideas Grow, and Community Thrives Paula's Choice, a global skincare leader founded in 1995, empowers individuals to define beauty on their own terms through science-backed products. Our mission comes to life through four core values that guide our actions, decisions, and impact: Build Trust: We set the standard for skincare, transparency, and shared knowledge. Be Bold: We lead through innovation and by challenging the status quo. Act with Kindness: We operate with respect and care-for our customers, colleagues, and the planet. Create Community: We believe in the power of connection-whether educating customers, supporting each other, or giving back, we grow stronger together. Our team spans North America, Australia/New Zealand, Europe, and the broader APAC region, collaborating globally to drive innovation. We offer space to thrive-personally, professionally, and through our comprehensive benefits package designed to support your well-being at every stage: Generous paid time off, including time off to volunteer Learning and development resources to support personal and professional growth Wellness benefits like meditation app memberships, product discounts, and free samples of our amazing products Most roles are fully remote (roles that are required to be at our Seattle HQ can be found in the details section of this job post) Great location - for roles that are hybrid or fully onsite, we're in the heart of Seattle's beautiful International District Did we mention we're a dog-friendly office? Our culture encourages continuous learning and is fueled by connection, curiosity, and cross-functional collaboration. Whether onsite, remote, or hybrid, we stay connected through shared initiatives that bring our teams together. If you're inspired by transparency, driven to make an impact, and eager to help foster community-we'd love to have you join us. How you'll have an impact at Paula's Choice: The People and Culture Global Portfolio Manager is responsible for leading and managing a strategic portfolio of global People & Culture initiatives that align with the organization's mission, values, and business objectives. This role ensures the successful delivery of people-focused programs across regions, including transformation projects, culture and values initiatives, talent development, and digital HR innovation. The role works directly with the VP, Global People & Culture for prioritization, governance, and execution of key people and culture projects that stretch across the global footprint. As a P&C Global Portfolio Manager, a typical day might include a mix of the following: Strategic Portfolio Management Manage the global People & Culture (P&C) project portfolio, ensuring alignment with business strategy and HR transformation goals. Oversee project governance, prioritization, and resource allocation across regions. Track progress, manage risks, and report on portfolio performance to senior leadership. Transformation & Change Leadership Drive global HR transformation initiatives, including digital HR systems, process redesign, and organizational change. Support change management needs for implementations and cutovers ensuring cultural alignment and smooth transitions. Champion continuous improvement and innovation in HR practices. Stakeholder Engagement & Communication Collaborate with regional HR leaders, business units, and executive stakeholders to ensure alignment and buy-in. Facilitate cross-functional collaboration and knowledge sharing across global teams. Develop and deliver clear, consistent communications on organizational changes, portfolio progress, program launches, and outcomes. Data & Insights Use data and analytics to inform decision-making, track KPIs, and identify opportunities for improvement. Maintain a central source of truth for all global P&C initiatives, ensuring transparency and accountability. Organization Design and Development Promote a culture of inclusion, engagement, and high performance. Support the development and implementation of global DEI strategies. Act as a thought partner to senior HR and business leaders on strategic people topics. The Details: We are based in Seattle, WA. Flexible to location, but local candidates are preferred. Hours: Typical PST Business Hours with flexibility Physical requirements: Ability to handle both sitting and screen time for long periods of time Travel requirements: ~5% What you'll bring to the table: Bachelor's or Master's degree in Human Resources, Business Administration, Organizational Development, or related field. 8-10+ years of progressive HR experience, with at least 3-5 years in a global or portfolio management role. Proven experience leading complex, cross-border HR projects or transformations. Growth mindset and curiosity with an eagerness to learn about other cultures and work environments. Comfortable with ambiguity, working autonomously, and providing recommendations on how to proceed. Excellent project management, communication, and stakeholder engagement skills. Experience with HRIS, project management tools, and data analytics platforms. Approximate Salary Range Based on Experience and Location: $115,000 - $130,000 USD/annually #LI-NG1 Paula's Choice Skincare determines the pay for positions using local, national, and industry-specific survey data. We evaluate external and internal equity and the cost of labor/prevailing wage index in the relative marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data and may be refined for a candidate's region/town/cost of living. For new hires, we strive to make competitive offers allowing the new employee room for future growth. The exact base salary is determined by various factors including experience, skills, education, geographic location, and budget. This position is also eligible for participation in the company discretionary bonus plan. Paula's Choice Skincare is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender identity, religion, sex, age, national origin, disability, veteran status, sexual orientation, genetic information or any other classification protected by Federal, State or Local law. We are committed to create a workplace that is inclusive of all. Where everyone feels empowered to bring their full authentic self to work. Please note: At any time, with or without notice, Paula's Choice reserves the right to add/delete/change the position's requirements. If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at ************************. This email is intended for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses. We take your privacy seriously. For details please see our Privacy Notice.
    $115k-130k yearly Auto-Apply 34d ago
  • Associate Portfolio Manager Program - NY

    Caxton Associates 4.5company rating

    New York, NY jobs

    Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco and Singapore. Caxton Associates' primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments. Requirements At Caxton Associates, we have a longstanding tradition of nurturing premier investment talent. Our commitment to professional development led to the creation of the comprehensive two-year Associate Portfolio Manager (APM) Program in 2012. This program is an exceptional pathway for high-potential buy-side investors, outstanding sell-side trading talent, or world-class quantitative analysts across a spectrum of hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies. The APM Program offers immersive exposure and intensive training, refining participant's investment skills with the ultimate objective of enabling advancement to a senior Portfolio Manager position within Caxton. Over a quarter of our current Portfolio Managers, many of whom are now our most respected PMs, have risen through this very program, underscoring its success. We are currently seeking candidates with a level of experience between 3 to 10 years in either asset management, hedge funds and/or market making. The ideal candidate should have expertise in, and ideally direct experience implementing, the proposed investment strategy and related markets. We appreciate entrepreneurial risk-takers with a desire to build and grow their investment strategy. The ability to work both independently and collaboratively with various stakeholders is crucial, as is a demonstrated capacity for continuous growth and evolution. If you harbor an unwavering passion for the financial markets, possess a strong work ethic, and meet the above criteria, we invite you to apply. Please submit your CV, investment track record (if available), and a detailed outline of your proposed investment strategy. A comprehensive strategy outline is a critical component of your application. We eagerly anticipate the opportunity to explore your potential and welcome your contribution to the continuing legacy of Caxton. Benefits For New York-based applicants, the base pay for this role is $175,000 annually. In addition to the base pay, successful candidates will receive a formulaic percentage of their trading profitability.
    $175k yearly Auto-Apply 60d+ ago
  • Associate Portfolio Manager Program - NY

    Caxton Associates 4.5company rating

    New York, NY jobs

    Job Description Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco and Singapore. Caxton Associates' primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments. Requirements At Caxton Associates, we have a longstanding tradition of nurturing premier investment talent. Our commitment to professional development led to the creation of the comprehensive two-year Associate Portfolio Manager (APM) Program in 2012. This program is an exceptional pathway for high-potential buy-side investors, outstanding sell-side trading talent, or world-class quantitative analysts across a spectrum of hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies. The APM Program offers immersive exposure and intensive training, refining participant's investment skills with the ultimate objective of enabling advancement to a senior Portfolio Manager position within Caxton. Over a quarter of our current Portfolio Managers, many of whom are now our most respected PMs, have risen through this very program, underscoring its success. We are currently seeking candidates with a level of experience between 3 to 10 years in either asset management, hedge funds and/or market making. The ideal candidate should have expertise in, and ideally direct experience implementing, the proposed investment strategy and related markets. We appreciate entrepreneurial risk-takers with a desire to build and grow their investment strategy. The ability to work both independently and collaboratively with various stakeholders is crucial, as is a demonstrated capacity for continuous growth and evolution. If you harbor an unwavering passion for the financial markets, possess a strong work ethic, and meet the above criteria, we invite you to apply. Please submit your CV, investment track record (if available), and a detailed outline of your proposed investment strategy. A comprehensive strategy outline is a critical component of your application. We eagerly anticipate the opportunity to explore your potential and welcome your contribution to the continuing legacy of Caxton. Benefits For New York-based applicants, the base pay for this role is $175,000 annually. In addition to the base pay, successful candidates will receive a formulaic percentage of their trading profitability.
    $175k yearly 24d ago
  • Portfolio Manager (Firearms Ranges)

    LMI 3.9company rating

    Washington, DC jobs

    LMI seeks an experienced Firearms Range Lead to provide support to a DHS portfolio of firearms ranges in need of oversight, assessment and analysis, and performance improvement with the goal of ensuring a portfolio of safe and adequate firearms ranges to meet the client's firearms training needs. Join our team of collaborative self-starters focused on delivering practical and efficient solutions to help DHS keep our nation safe while supporting the facilitation of legitimate trade and travel. LMI is a new breed of digital solutions provider dedicated to accelerating government impact with innovation and speed. Investing in technology and prototypes ahead of need, LMI brings commercial-grade platforms and mission-ready AI to federal agencies at commercial speed. Leveraging our mission-ready technology and solutions, proven expertise in federal deployment, and strategic relationships, we enhance outcomes for the government, efficiently and effectively. With a focus on agility and collaboration, LMI serves the defense, space, healthcare, and energy sectors-helping agencies navigate complexity and outpace change. Headquartered in Tysons, Virginia, LMI is committed to delivering impactful results that strengthen missions and drive lasting value. LMI has been named a 2024 #BestPlacestoWork in the United States by Built In! We are honored to be recognized as a company that values a people-centered culture, and we are grateful to our employees for making this possible! Responsibilities The Firearms range lead responsibilities are to Oversee the assessments and analysis of an existing firing range portfolio to determine portfolio capacity, capability and condition. Develop SOWs for studies, analyses, minor and major range improvement projects. Lead that assessment and analysis of the client's firing ranges, both at the level of individual ranges and across the portfolio.Oversee consultants and contractors in the execution of firearms ranges studies, analyses and improvement projects. Propagate top-level DHS guidance on firearms range operations and suitability into the decision-making process for range investments across the client's range portfolio. Mitigate health and safety risk to range stakeholders, including users and operators, by regularly assessing compliance with health and safety regulations. Monitor and mitigate the impacts of firearms range operations on outside stakeholders, including the natural environment, neighbors, etc. Track the status and task adjudication in the client's environmental compliance assessment (ECA) program for the firearms range portfolio. Support actions and activities resulting from compliance assessments. Instill standardization of use agreements; review existing agreements and prepare new agreements as needed. Perform ongoing analyses of the range portfolio to determine site-specific deficiencies and identify capacity and capability gaps within the portfolio. Develop a repeatable methodology to prioritize range capacity and capability gaps. Align the client's firearms range requirements to the DHS investment process through the development of a multi-year investment plan in accordance with the federal acquisition and budget process. Develop projects to infill gaps in the range portfolio in accordance with operational requirements and agency regulations and standards. Prepare a firearms range investment plan to include prioritized projects, associated cost estimates, and an overall implementation schedule. Provide regular briefings and reports to government leaders on the state of the firearms range program and the government's associated capability performance metrics. Lead meetings with stakeholders, including government leaders and program staff, other private sector contractors, service providers, and consultants. Qualifications Bachelor's Degree required in engineering, architecture, environmental science or related technical field. Master's degree or equivalent experience preferred. Minimum of eight (8) years' experience in facility, engineering and environmental management preferably with firearms ranges. Experience and famiiarity with building codes and regulations and providing strategic and tactical advice about associated implications and compliance. Experience in conducting feasibility studies, alternatives analyses, benefit-cost studies and other similar business cases. Experience preparing and developing multi-year investment plans aligned with federal acquisition and budget cycles. Familiar and versed in the built environment, including the planning and development of facilities from inception to operation (facility lifecycle). Prefer experience with firearms range facilities and familiar with firearms range operations as well as range development and construction. Able to gather, compile and analyze data at various levels to inform and guide government portfolio decisions. Experience facilitating meetings, activities and stakeholder working roups. Strong interpersonal skills as evidenced by having facilitated and coordinated the efforts of government stakeholders and private sector consultants including architects/designers, engineers, and environmental planners in the firing range realm. Able to bridge the gap between federal leaders and private sector service providers. Able to communicate clearly with a wide variety of stakeholders orally and in writing using software including the MS suite of products (PowerPoint, Word, Excel, Project) Able to collaborate well with others and build strong relationships across teams of varying backgrounds and disciplines. Professional certification in a relevant discipline such as a Project Management Professional (PMP), Certified Facility Manager (CFM), or similar is a plus. Ability to pass a government public trust background investigation, including financial, criminal, residential, educational, foreign affiliation, prohibited substance abuse, and employment verifications; active U.S. Customs and Border Protection background investigation (CBP BI) preferred. Please note that only U.S. citizens are eligible for a suitability determination. Target salary range: $108,000 - $140,000 Disclaimer: The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances.
    $108k-140k yearly Auto-Apply 60d+ ago
  • Senior Lead Commercial Banking Portfolio Manager

    W.F. Young 3.5company rating

    Charlotte, NC jobs

    About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership Required Qualifications: 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience with complex credit, underwriting, and debt structure for clients with annual revenue of $100MM to $2B Credit authority experience Strong partnership within internal and external partners Completion of a formal credit training program Comprehensive knowledge and understanding of core banking products and services such as, commercial lending and treasury management Experience developing and maintaining external and internal partnerships Experience in swiftly adopting and executing change management to enable business growth Experience identifying and mitigating risk, ensuring compliance with processes and procedures Excellent verbal, written, and interpersonal communication skills Bachelor's degree in accounting, finance, or business Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Ability to travel up to 10% of the time May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards #commercialbanking Location: 550 S Tryon Rd., Charlotte, NC 1699 Coral Way, Miami, FL 8901 Six Forks Rd., Raleigh, NC 171 17th St NW Bldg. 100, Atlanta, GA 1712 West End Ave, Nashville, TN U.S. only - Pay Range: Charlotte, NC/Miami, FL/Raleigh, NC/Atlanta, GA/Nashville, TN: $159,000 - $254,000 USD annually (this range may not be applicable to other locations) Posting End Date: 16 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $159k-254k yearly Auto-Apply 11d ago
  • Portfolio Manager-Vancouver and Oregon

    Riverview 4.5company rating

    Vancouver, WA jobs

    You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us - it's about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. SUMMARY This position is responsible primarily for analysis, monitoring and preparation of credit memorandums, criticized/classified loan memos and annual loan reviews for loan officers. Position is a support function to assist loan officers move loan requests through the approval process. ESSENTIAL DUTIES Works with existing clients and prospects as required to receive information as needed. Ensures that the financial analysis prepared by the Analyst Team is accurate. Analyzes financial spreads to determine if the loan requests meet Bank credit policy. Prepares credit memorandums, criticized/classified loan memos, and annual loan reviews in Credit Quest software program for lenders. Works with the Team Assistant to collect all necessary documents needed by the loan documentation team. Requests preliminary title reports, environmental reports and appraisals as directed by the loan officer. Analyzes borrowing base reports prepared by client and notifies loan officer of any discrepancies. Ensures timely and thorough monitoring of all credits through use of management reports such as Out of Compliance Report; Annual Loan Review Report; Delinquency Report and Maturing Loan Report. Understands and observes laws and regulations that relate to commercial lending. Additional duties and responsibilities. Other duties as may be assigned: Projects professionalism in both appearance and attitude when dealing with customers. Coordinates, when necessary, with other departments. Participates in and completes all required training modules with passing scores. Follows all state and federal laws, and all Riverview policies and procedures. RELATIONSHIPS Maintain strong working relationship with Commercial Loan Team Leader and peers in the lending area as well as other support areas. Maintains contact with clients to ensure that service levels are appropriate. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor's degree in a business, finance or related field is preferred, 2 or more years of commercial lending support experience, strong analytical skills, excellent communication skills, and knowledge of bank services, or equivalent combination of education and experience. SKILLS Ability to communicate with lenders and build strong working relationships. Ability to read, analyze and interpret business and personal financial statements and tax returns. Ability to understand bank lending policy and governmental regulations. Ability to prepare concise credit memorandums, annual loan reviews and criticized/classified loan memos that define the risk and financial condition of the borrower or prospect. Accurately analyze asset-based lending borrowing bases. Ability to effectively identify concerns or changes in financial position of borrowers and communicate to lending officer. Ability to work with mathematical and financial concepts such as global cash flow and other financial ratios that indicate the strength of a business or individual who borrows for business purposes. Ability to resolve with some assistance day-to-day problems and deal with a variety of issues that may arise in working with borrowers. Ability, with some assistance, to develop loan structure that protects the bank. Ability to define problems, collect data, establish facts, and draw valid conclusions. Basic skills associated with the general use of computers and business office equipment including developing a good working knowledge of the Credit Quest lending system. PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms in accessing and working with files. The employee is occasionally required to stand, walk, and stoop, kneel, crouch, or crawl. The employee may be asked to move files, boxes, or small pieces of furniture and must frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision in working with written forms and computers. WORK ENVIRONMENT While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock in working with standard office equipment indoors. The noise level in the work environment is usually moderate. COMMENTS In supporting the accomplishment of company and departmental goals, it is the employee's responsibility to do all that is necessary to provide quality service to customers and fellow employees while furthering the positive image and interests of Riverview Bank. It is also the employee's responsibility to continually strive to maximize personal growth. The salary for this role will be between $64,833 and $106,019. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. May be eligible for healthcare benefits, 401K plan, ESOP, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards.
    $64.8k-106k yearly 60d+ ago
  • Senior Investment & Treasury Analyst

    UL Standards & Engagement 4.2company rating

    Evanston, IL jobs

    At UL Research Institutes and UL Standards & Engagement, we know why we come to work. We have an exciting opportunity for a Senior Investment & Treasury Analyst at UL Research Institutes and UL Standards & Engagement, based in our Evanston, Illinois, office. The Senior Investment & Treasury Analyst is responsible for monitoring and evaluating existing investments and overseeing the organization's investment portfolio, including asset allocation and performance reporting for UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE). The role will support treasury and investment operations, as well as tax-related analysis within the Treasury office. The Senior Investment & Treasury Analyst must demonstrate strong analytical and risk-management capabilities, with knowledge of financial markets, investment strategies, financial models, and reporting. This is a hybrid role. UL Research Institutes and UL Standards & Engagement At UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE), we expand the boundaries of safety science to create a more secure and sustainable world. For more than a century, we have studied the unintended consequences of innovation, designed solutions to mitigate risk, created new safety standards and shared our findings with academia, scientists, manufacturers, and policymakers across industries. We identify critical safety and sustainability issues, asking the tough questions because we believe a safer world begins with knowledge. What you'll learn and achieve: As the Senior Investment & Treasury Analyst you will play a key role in the rapid growth of UL as you: Coordinate outsourced investment portfolio meetings and prepare related reporting materials. Support performance monitoring processes, including recalculating and reconciling investment returns, reviewing manager performance, and conducting outlier analysis to ensure portfolio alignment and compliance. Monitor and evaluate existing investments to support ongoing portfolio decisions. Supporting an on-going Investment operations Support annual audit related work for investment and treasury matters Develop advanced financial models, including rates of return, scenario analysis, projections, and sensitivity analyses. Support banking operations, including account administration, wire transfer payments, and credit card program administration Assist in developing cash flow forecasts and supporting day-to-day cash management activities Assist in preparing federal, state, and local tax filings, including Forms 990, 990-T, and 4720. Support tax function on-going compliance initiatives Coordinate across Finance, accounting, and legal to meet shared goals and objectives. Contribute to other treasury department specific and cross-functional initiatives. What you'll experience working at UL Research Institutes and UL Standards & Engagement: For the organizations across the UL enterprise, corporate and social responsibility isn't new. We have pursued our mission of working for a safer, more secure, and sustainable world for nearly 130 years, embedding conscientious stewardship into everything we do. People: Our people make us special. You'll work with a diverse team of experts respected for their independence and transparency and build a network, because our approach is collaborative. We collaborate across disciplines, organizations, and geographies to build the global scientific response that today's global challenges require. Interesting work: Every day is different for us here. We see what's on the horizon and use our expertise to build the foundations of a safer future. You'll have the opportunity to push the boundaries of human understanding as part of a team working to advance the public good. Grow and achieve: We learn, work, and grow together through targeted development, reward, and recognition programs. Values. Four core values guide our work: collaboration, respect, integrity, and beneficence. By living our values, we inspire the trust essential to fulfilling our mission and foster the partnerships that enable us to pursue a beneficent future in which we all can thrive. Total Rewards: All employees at UL Research Institutes and UL Standards & Engagement are eligible for bonus compensation. We offer comprehensive medical, dental, vision, and life insurance plans and a generous 401k matching structure of up to 5% of eligible pay. Moreover, we invest an additional 4% into your retirement saving fund after your first year of continuous employment. Depending on your role, you may be able to discuss flexible working arrangements with your manager. We also provide employees with paid time off, including vacation, holiday, sick, and volunteer days. What makes you a great fit: While no one candidate will embody every quality, the successful candidate will bring many of the following professional competencies and personal attributes: Knowledge of investment portfolio management and treasury operations acquired through relevant and increasingly complex work experience. Excellent financial modeling skills, including portfolio modeling, sensitivity analysis, and forecasting. Ability to combine quantitative and qualitative analysis; think critically; evaluate multiple perspectives; and translate complex information into recommendations that guide leadership decision-making. Strong verbal and written communication skills, with the ability to tailor delivery based on audience and context. Strong interpersonal and relationship-building skills, with the ability to collaborate across all levels of the organization. Superior quantitative and analytical capabilities, including advanced Excel and PowerPoint proficiency; experience with financial systems. Professional education and experience requirements for the role include: Bachelor's degree in accounting, finance, or equivalent. Professional qualification such as CPA, CMA or CA, preferred. Minimum five years direct work experience in various treasury functions. About UL Research Institutes and UL Standards & Engagement UL Research Institutes and UL Standards & Engagement are nonprofit organizations dedicated to advancing safety science research through the discovery and application of scientific knowledge. We conduct rigorous independent research and analyze safety data, convene experts worldwide to address risks, share knowledge through safety education and public outreach initiatives, and develop standards to guide safe commercialization of evolving technologies. We foster communities of safety, from grassroots initiatives for neighborhoods to summits of world leaders. Our organization employs collaborative and scientific approaches with partners and stakeholders to drive innovation and progress toward improving safety, security, and sustainability, ultimately enhancing societal well-being. Our affiliate, UL Solutions, stands alongside us in working for a safer and more sustainable world. UL Solutions conducts testing, verification and certification, and provides training and advisory services, along with data-driven reporting and decision-making tools, for customers around the world. Learn more about us and the offered benefits, visit our websites at UL.org and ULSE.org. Salary Range: $81,456.37-$112,002.51 Pay type: Salary
    $81.5k-112k yearly Auto-Apply 25d ago
  • Product Portfolio Manager - Sensors

    RS Group 4.3company rating

    Fort Worth, TX jobs

    Across the industrial design, manufacturing and maintenance worlds, we're the digital destination for product and service solutions to help our customers with the maintenance, repair and operation of their businesses. We provide global access to an unrivalled range of over 750,000 stocked industrial products. Each day our team of experts deliver solutions to resolve our customer's challenges across design, procurement, inventory and maintenance. We consistently strive to deliver the best possible service to all of our customers and challenge ourselves to provide a seamless procurement experience. We are one team. We deliver brilliantly. We do the right thing. We make every day better. These are our values. They unite our c.9,000 global colleagues and differentiate us from our competition. They are a mix of how we work today and how we must step up for the future. Most importantly, it is one set of values shaped by our people, for our people. Together, we can make great things happen. Aim for amazing and beyond. Product and Supplier Management is where the RS product portfolio comes to life. By partnering with over 500 world class suppliers, we develop a product offering to support our internal sales team and external customers. We engage cross-functionally with other departments such as Supply Chain, Marketing, and Content to create positive customer experiences in their search for the products to fit their applications. About the Role Role Purpose As Product Portfolio Manager, you will focus on building and accelerating the development, evaluation and execution of product expansion opportunities with existing and new suppliers. You will be a strong collaborator with an entrepreneurial mindset that is outcome oriented, someone with the ability to envision the big picture and implement tactically. Key Responsibilities Drive technology portfolio expansion by adding new products to our offer. Determine which products added should be stocked utilizing technology knowledge and data analysis tools to drive decisions. Influence new supplier acquisition for the product category in conjunction with the product category team. Collaborate with RS' Content team to ensure that product data held in the system is relevant and accurate. Understand existing portfolio landscape and dynamics and analyzing competitor product positioning to uncover opportunities for expansion. Engage with RS' Marketing team to ensure campaigns best represent RS'/Supplier's portfolio offering How I make a difference in this role The Product Portfolio Manager will determine the portfolio strategy and development of their assigned supplier base. They will use market intelligence, supplier recommendations, and internal reporting to create and maintain RS' product portfolio to drive financial performance and positive customer experiences. Essential Skills & Experience Strong analytic and decision-making skills utilizing multiple data points and Excel Effective communication skills - verbal, written and listening Exhibits a positive attitude and is dedicated to meeting the expectations and requirements of internal and external stakeholders including customers and suppliers. Strong teamwork and organizational skills Knows how to set priorities and can quickly zero in on what is critical Proficient in Microsoft Excel Strong interpersonal skills and be able to build effective relationships 3-5 years of Industrial distribution experience in similar role. Basic math skills in addition, subtraction, multiplication and division Presentation ability in front of the Supplier management team, suppliers, and other stakeholders in the business. Desirable Skills & Experience 4-year degree in Business or related field Knowledge of the specific product technology is HIGHLY desirable Supplier and technology obsessed attitude with a constant desire to learn more. Experience with Power BI Experience with Access Org Structure Reporting to Category Manager with key relationships with Supplier Managers and Product Director Equal Employment Opportunity RS Americas is an equal opportunity employer and maintains policies and practices that are designed to prevent and prohibit unlawful discrimination against any qualified employee or applicant on the basis of race, color, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, military/veteran status, disability, genetic information, citizenship status, or any other unlawful classification to the extent protected by law. This policy of non-discrimination applies to all employment practices, including hiring, compensation, benefits, promotion, training and termination. Employees who engage in unlawful discrimination will be subject to disciplinary action, up to and including termination. #LI-SC1 @LI-HYBRID
    $80k-126k yearly est. 60d+ ago
  • Product Portfolio Manager - Sensors Job Details | RS Group

    RS Group 4.3company rating

    Fort Worth, TX jobs

    Across the industrial design, manufacturing and maintenance worlds, we're the digital destination for product and service solutions to help our customers with the maintenance, repair and operation of their businesses. We provide global access to an unrivalled range of over 750,000 stocked industrial products. Each day our team of experts deliver solutions to resolve our customer's challenges across design, procurement, inventory and maintenance. We consistently strive to deliver the best possible service to all of our customers and challenge ourselves to provide a seamless procurement experience. We are one team. We deliver brilliantly. We do the right thing. We make every day better. These are our values. They unite our c.9,000 global colleagues and differentiate us from our competition. They are a mix of how we work today and how we must step up for the future. Most importantly, it is one set of values shaped by our people, for our people. Together, we can make great things happen. Aim for amazing and beyond. Product and Supplier Management is where the RS product portfolio comes to life. By partnering with over 500 world class suppliers, we develop a product offering to support our internal sales team and external customers. We engage cross-functionally with other departments such as Supply Chain, Marketing, and Content to create positive customer experiences in their search for the products to fit their applications. About the Role Role Purpose As Product Portfolio Manager, you will focus on building and accelerating the development, evaluation and execution of product expansion opportunities with existing and new suppliers. You will be a strong collaborator with an entrepreneurial mindset that is outcome oriented, someone with the ability to envision the big picture and implement tactically. Key Responsibilities * Drive technology portfolio expansion by adding new products to our offer. * Determine which products added should be stocked utilizing technology knowledge and data analysis tools to drive decisions. * Influence new supplier acquisition for the product category in conjunction with the product category team. * Collaborate with RS' Content team to ensure that product data held in the system is relevant and accurate. * Understand existing portfolio landscape and dynamics and analyzing competitor product positioning to uncover opportunities for expansion. * Engage with RS' Marketing team to ensure campaigns best represent RS'/Supplier's portfolio offering How I make a difference in this role The Product Portfolio Manager will determine the portfolio strategy and development of their assigned supplier base. They will use market intelligence, supplier recommendations, and internal reporting to create and maintain RS' product portfolio to drive financial performance and positive customer experiences. Essential Skills & Experience * Strong analytic and decision-making skills utilizing multiple data points and Excel * Effective communication skills - verbal, written and listening * Exhibits a positive attitude and is dedicated to meeting the expectations and requirements of internal and external stakeholders including customers and suppliers. * Strong teamwork and organizational skills * Knows how to set priorities and can quickly zero in on what is critical * Proficient in Microsoft Excel * Strong interpersonal skills and be able to build effective relationships * 3-5 years of Industrial distribution experience in similar role. * Basic math skills in addition, subtraction, multiplication and division * Presentation ability in front of the Supplier management team, suppliers, and other stakeholders in the business. Desirable Skills & Experience * 4-year degree in Business or related field * Knowledge of the specific product technology is HIGHLY desirable * Supplier and technology obsessed attitude with a constant desire to learn more. * Experience with Power BI * Experience with Access Org Structure Reporting to Category Manager with key relationships with Supplier Managers and Product Director Equal Employment Opportunity RS Americas is an equal opportunity employer and maintains policies and practices that are designed to prevent and prohibit unlawful discrimination against any qualified employee or applicant on the basis of race, color, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, military/veteran status, disability, genetic information, citizenship status, or any other unlawful classification to the extent protected by law. This policy of non-discrimination applies to all employment practices, including hiring, compensation, benefits, promotion, training and termination. Employees who engage in unlawful discrimination will be subject to disciplinary action, up to and including termination. #LI-SC1 @LI-HYBRID
    $80k-126k yearly est. 42d ago
  • Portfolio Manager - LCAM - Urgently Hiring!!!!!!!!

    PHP Distribution 4.4company rating

    Florida jobs

    Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management, financial oversight, and administrative support. Job Summary: As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health. Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities. Requirements Qualifications: Proficient in accounting software (experience with CINC is a plus). Strong attention to detail and accuracy in data entry. Excellent organizational and time-management skills. Effective communication and interpersonal skills. Ability to thrive in a fast-paced and collaborative environment. Education and Experience: High school diploma or equivalent 3+ years of relevant experience in property management. LCAM in the state of FL Driver's license Physical Requirements: Ability to sit or stand for extended periods while working on a computer or attending meetings. Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies. Frequent driving may be required to visit multiple communities and attend meetings. Ability to walk or navigate community grounds for property inspections or site visits. May need to climb stairs or access elevated areas during community evaluations or assessments. We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment. In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment. Salary Description $45,000 to $55,000
    $45k-55k yearly 6d ago
  • Portfolio Manager - LCAM - Urgently Hiring!!!!!!!!

    PHP Management Services 4.4company rating

    Saint Petersburg, FL jobs

    Full-time Description Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management, financial oversight, and administrative support. Job Summary: As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health. Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities. Requirements Qualifications: Proficient in accounting software (experience with CINC is a plus). Strong attention to detail and accuracy in data entry. Excellent organizational and time-management skills. Effective communication and interpersonal skills. Ability to thrive in a fast-paced and collaborative environment. Education and Experience: High school diploma or equivalent 3+ years of relevant experience in property management. LCAM in the state of FL Driver's license Physical Requirements: Ability to sit or stand for extended periods while working on a computer or attending meetings. Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies. Frequent driving may be required to visit multiple communities and attend meetings. Ability to walk or navigate community grounds for property inspections or site visits. May need to climb stairs or access elevated areas during community evaluations or assessments. We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment. In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment. Salary Description $45,000 to $55,000
    $45k-55k yearly 20d ago
  • Senior Investment Analyst

    New York Power Authority 4.0company rating

    White Plains, NY jobs

    The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals. The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions. The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio. Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar). #LI-JP1 Responsibilities * Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines. * Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses. * Support the management of all external relationships. * Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies. * Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required. * Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer. * Prepare documentation for all investment-related audit requests conducted internally or externally. * Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority. * Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company. * Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required. * Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization. Knowledge, Skills and Abilities * Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred. * Financial experience with exposure to accounting practices, long range planning, etc., preferred. * Experience with the development of financial models/tools to convey business impacts. * Excellent verbal and written communication skills. * Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions. * Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action. * Ability to make clear, concise recommendations to all levels of personnel. Education, Experience and Certifications * Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred. * Minimum 4 years of work experience in related field preferred. Physical Requirements The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities. The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov. Nearest Major Market: White Plains Nearest Secondary Market: New York City Job Segment: Financial, Bank, Banking, Database, Investment, Finance, Technology
    $98k-135k yearly 23d ago
  • Senior Retail Investment Research Analyst - Operational Due Diligence

    W.F. Young 3.5company rating

    Charlotte, NC jobs

    About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Conduct Operational Due Diligence research on new and existing investment firms on GMR's list Assist investment analysts in sourcing and adding strategies to GMR's recommended list. Evaluate third party investment firms through an operational lens Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers Perform risk analysis on third-party investment firms Cover a universe of third party investment firms, following GMR's stated process. Required Qualifications: 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in money manager research, particularly on the operational due diligence side. Experience writing commentary for various audiences Microsoft Excel skills Ability to create and deliver dynamic presentations Strong analytical skills with high attention to detail and accuracy Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Excellent verbal, written, and interpersonal communication skills Job Expectations: Hybrid work schedule (3 days in office and 2 days remote) Ability to travel up to 15% of the time This position is not eligible for Visa sponsorship Locations: 401 S. Tryon Street - Charlotte, NC 1 N. Jefferson Avenue - St. Louis, MO Posting End Date: 19 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $77k-112k yearly est. Auto-Apply 11d ago

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