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Portfolio Manager jobs at First Service - 454 jobs

  • Community Portfolio Manager

    Firstservice Corporation 3.9company rating

    Portfolio manager job at First Service

    As a Portfolio Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Boards and communities. This position has oversight of all aspects related to the business and operations of the communities. The purpose of this role is to create a single point of contact in the communities, enhance communication and create effective oversight of staff and operations. The Portfolio Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the associations and staff. Your Responsibilities: * Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting. * Review organization structure, s, and functions. Make recommendations to the Board as to any potential changes. * Partner with public, private and volunteer organization to provide community services when necessary. * Support the activities of the various Board sub-committees. * Knowledge of all Community Governing documents. Provide recommendations on revisions. * Continual process of seamless connection between the Board of Directors and committees. * Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed. * In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors. * Monitor and report on the monthly financial position of the association. * Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up. * Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable. * Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate. * As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs. * Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements. * Attend and participate in professional group meetings. Stay abreast of new trends and innovations in fields of community management and community programming. * On-site visibility throughout the common areas and facilities. * Understanding of all agreements for corporate implementation. * Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program. * Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions. * Perform building inspections of interior and exterior of property and prepare action plan for opportunities. * Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses. * Regular attendance and punctuality Skills & Qualifications: * Bachelor's Degree in Business or related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable of not required by the state. * A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments. * Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred. * Understanding of physical building management, Condominium law, financial planning and law affecting property management. * Valid Driver's License and State Mandated Vehicle Insurance * Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent. What We Offer: As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions. Compensation: Competitive salary, commensurate with experience Disclaimer Statement: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time. Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics. Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company. Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel national_****************************. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_****************************; we will respond in accordance with Local Law 144, within 30 days.
    $122k-211k yearly est. 2d ago
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  • Portfolio Community Manager

    Firstservice Corporation 3.9company rating

    Portfolio manager job at First Service

    The Portfolio Manager is responsible for the day-to-day servicing of the clients and homeowners of the association assigned in the portfolio by providing exceptional service through project management and operational oversight for the various corporations. Through effective multi-tasking, the Manager is responsible for maintaining proper operations for each association through prompt communications to the board (and owners) on necessary topics and issues through established procedures of FirstService and the Association. It also includes maintaining constructive relationships with the Boards and/or ensuring the continuity and profitability of the relationship between FirstService and the Boards. Compensation: $65,000-$70,000 annually FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, certifications, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future. Your Responsibilities: * Responsible for operations and administrative management of an assigned portfolio of communities. * Recommend and implement procedures that ensure compliance with federal, state, and local laws as well as with all community association governing documents and policies. * Track non-compliance/violation issues, and send appropriate notices according to established policies. * Manage architectural control process ensuring compliance with established design guidelines and policies for design review. * Inspect building and exterior common areas, building systems, landscape, and other common amenities and then ensure necessary repair and maintenance activities are conducted in a timely manner. * Establish, draft, execute, and supervise the community annual budget, manage capital improvements, review monthly financial statements, prepare variance reporting, monitor community A/P, and delinquent accounts, and approve and code all vendor invoices. * Secure competitive contract bids, present comparative bid reviews, supervise and ensure compliance with all executed contract terms and conditions, and oversee community and contractor liability insurance requirements. * Review monthly financials with the Regional Director and Board when necessary. * Plan, organize, and assist the Board in conducting Board and annual membership meetings. * All other duties as assigned. Skills and Qualifications: * Strong financial literacy and ability to understand and interpret financial information. * Exceptional interpersonal and communication skills, enabling the development of strong working relationships. * Strong problem-solving skills with the ability to navigate through change and find effective solutions. * Able to identify issues and resolve them before problems arise. * Able to work independently with little supervision. * Superb judgment and decision-making skills. * Highly skilled in prioritizing tasks and adjusting to incoming demands. Education and Experience: * 1+ years of HOA management experience with CMCA preferred. * Property management experience preferred. Physical Requirements: * Sit at a desk using a computer in an office setting. * Walk and move throughout the community common areas and facilities. * Sit and stand for moderate periods of time. Work Location: Las Vegas, NV Work Hours: Monday to Friday What We Offer: * 10 company paid holidays * Medical, dental, vision * HSA and FSA * Company-paid life insurance and Employee Assistance Plan * Supplemental life, disability, accident, critical illness, hospital indemnity * Identity theft, legal services * Pet insurance * 401(k) with company match About us: FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada. Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development. Experience exceptional service with a fulfilling career in property management with FirstService Residential. To learn more about our company, culture, and exciting career opportunities visit ************************************* Disclaimer: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time. FirstService Residential is an equal-opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check. Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics. Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company. Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel national_****************************. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_****************************; we will respond in accordance with Local Law 144, within 30 days.
    $65k-70k yearly 2d ago
  • Design Manager - Asset Management

    CMTS LLC 4.1company rating

    Los Angeles, CA jobs

    Every day at CMTS, we undertake impactful infrastructure projects that positively impact lives and communities. CMTS has 40-years of extensive industry experience, which ensures a strong foundation for ongoing success. Our company values employees by fostering a culture of learning, personal development, and well-being. We prioritize work-life balance and ethical business practices and engage with our community through employee-driven initiatives. Join us on our journey of growth and success! We are currently seeking a highly motivated Design Manager - Asset Management located in Los Angeles, CA. Required Education: Graduation from a recognized college or university with a bachelor's degree in architecture or engineering Preferred Certifications/Licenses: A valid Certificate of Registration as an Architect by the California State Architectural Board or Professional Engineer by the State Board for Professional Engineers and Land Surveyors Required Qualifications: In order to become a candidate, you must possess the following skills and abilities: 10+ years professional experience managing the facilities design, or the planning and coordination of capital projects Experience of overall design, contract administration, cost estimating, and scheduling activities 5 years experience of design, planning and construction of educational facilities or similar public agencies Responsibilities: Plans, organizes, and directs the design activities for the School Upgrade Program and critical repair projects. Functions as the lead design professional in the Design Department providing quality review, implementation of policy and procedures and interface and coordinates with the Division of State Architects (DSA) Manages, develops, and coordinates the District's design process for the Facilities Planning and Development Division to ensure that plans are within functional program, budgetary, environmental and legal requirements Manages multiple projects through interaction with Architects, consultants, and District personnel from project conception, through draft to final review, approval, and handoff to Project Execution Oversees the building design process to ensure compliance with LAUSD's standards and guidelines for the District by working with design professionals and various District administrators to ensure that new and modernized structures meet both educational and building standards requirements Establishes and follows a process to identify and select the architectural firm best suited for each project based on the firms' qualifications and ability to meet performance standards Provides Architects with clear and consistent direction with regard to goals and objectives, standards, site, schedule, and budget for each project Establishes and follows an effective and efficient design review process to ensure that the design meets the overall goals and objectives for the project, provides maximum value for dollars budgeted, and are appropriate and enduring to meet the functional needs of the District, the local community, and the environment Ensures that decisions are made in a timely manner Ensures that all steps within the project are documented and that the documentation meets legal requirements Reviews design changes submitted to ensure project remains within budget Recommends architectural firm assignment from an established list of pre-qualified architectural firms Participates in community relations and outreach programs to create understanding and acceptance of District building projects design within the community Coordinates with a host of professional staff who support the design function for the District Develops continuing education opportunities, i.e., seminars and workshops, to learn and share-up-to-date information on working with architects and contractors Coordinates project activities with other District organizational branches and departments such as the Office of the Environmental Health and Safety, A/E Design Services, Maintenance and Operations, School Occupancy Transitional Unit, Asbestos Technical Unit and Local Districts Performs other duties as assigned Salary: $189,000-$200,000/yr. Bonus Pay: A bonus may be granted to employees depending on individual performance, employee utilization, attendance, tenure, and furtherance of other non-financial corporate goals; bonus opportunities are available at management's discretion. CMTS LLC offers 100% company-paid medical, dental, vision, 401k, life, and long-term disability insurance coverage for employees. CMTS, LLC is an Equal Opportunity Employer that does not discriminate based on actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, pregnancy, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state, or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.
    $189k-200k yearly 5d ago
  • Branch Manager

    Sunbelt Rentals, Inc. 4.7company rating

    Columbus, OH jobs

    Are you seeking an entrepreneurial, empowering workplace that allows you to: • Have overall responsibility for the performance of a multi-million dollar revenue business • Leverage your current leadership skills to build a success driven team • Build a successful career with a multi-unit or sales leadership career track Sunbelt Rentals--the fastest growing rental business in North America--is seeking a Branch Manager. The Sunbelt Rentals branch manager is titled "Profit Center Manager" because the role is responsible for the overall direction, coordination, and evaluation of the rental center business unit. This includes leading all aspects of Sales, Customer Service, Fleet Maintenance, and Logistics, including achievement of financial and performance goals. The role is also responsible for the unit's operational and financial reporting functions. Education or experience that prepares you for success: • Business Management degree with at least 1 year of Rental Industry experience OR 3-4 years of Rental Industry experience • Must have a valid driver's license and acceptable driving record history Knowledge/Skills/Abilities you may rely on • Strong leadership and communication skills • Understanding of P&L and other key financial controls • Experience in outside sales or other experience in negotiation and influencing • Experience in construction or industrial markets helpful • High level of accountability, time management and willingness to learn all aspects of the business
    $37k-50k yearly est. 1d ago
  • Finance Manager

    Pella Corporation 4.7company rating

    Pella, IA jobs

    Finance Manager- Channel & Field Sales Pella, Iowa (Hybrid- 3 days in office) Partners with cross-functional teams, assisting with the preparation, analysis, and delivery of the monthly financial reporting, budgeting process, and forecasting process for specific functional areas. These processes must follow Pella Corporate guidelines and policies. Responsible for analysis of monthly activity and trends to support the operating business plans. Will review, research, and explain variances to budget and forecasts. Special Projects and other duties as assigned and based on business necessity. Responsibilities Partner with Channel and Field Sales leadership teams, delivering meaningful business insights to help improve financial acumen and performance. Responsible for monthly P&L reporting, business case support, and maintenance of cost allocation methodologies. Provide ongoing support to designated functional teams and team members. This may include recurring reports, ad-hoc support, responding to questions, investigation, and follow-up, providing guidance, and participation in various team events and activities. Provide financial support for discounting, promotional, or other sales programs effectiveness. Analyze sales trends and support sales and operations planning processes; identify poor performing customers supported by recurring reports and ad-hoc requests for improvement plans. Responsible for monthly cyclical activities to support cross-functional partners. Lead in the preparation of expense budgets and forecasts. Recommend and implement process and methodology improvements. Maintain cost center, account structure, and financial allocations, as necessary. Ensure that proper internal controls are in place. In addition, based on the needs of the business; will participate in other projects as assigned. SUPERVISORY RESPONSIBILITIES Supervises Financial Analyst and Finance Manager roles. EDUCATION and/or EXPERIENCE Bachelor's degree with finance or accounting related experience. Seven to ten years of related experience desired, including experience developing financial reports, metrics and modeling. LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to successfully manage multiple competing priorities while maintaining a view of the overall strategy. COMPUTER SKILLS Word, Excel, and Power Point. Financial systems exposure (Oracle and OneStream) and understanding of reporting tools such as Power BI, are preferred. CERTIFICATES, LICENSES, REGISTRATIONS CPA or CMA designation desired.
    $83k-110k yearly est. 2d ago
  • Branch Manager

    Penhall Company and Penhall Technologies 4.3company rating

    San Leandro, CA jobs

    The Branch Manager is responsible for overseeing and directing the staff and daily operations of the assigned branch. This role ensures the delivery of exceptional customer service, achievement of sales and productivity goals, and the development of strong business relationships within the community. The Branch Manager has full P&L responsibility and plays a key role in driving business growth and employee development. Duties and Responsibilities: Develop and implement strategic plans to drive growth within the local market. Identify and pursue new business opportunities and partnerships to increase market share through our service, large project, and advanced services lines. Champion and coordination of the internal initiation phase of the project life cycle. Lead initiatives to enhance Penhall Company's brand awareness and reputation in the community. Full P&L responsibility, including budgeting, forecasting, and financial reporting. Analyze financial performance and implement strategies to maximize profitability and cost-efficiency. Ensure branch operations are aligned with company financial objectives and guidelines. Lead, mentor, and develop employees with a focus on safety, training, skill enhancement, and career progression. Create a positive, engaging workplace culture that encourages teamwork and high performance. Exhibit strong emotional intelligence to effectively manage, motivate, and inspire the branch team. Build and maintain relationships with key customers, suppliers, and community partners. Act as the face of Penhall Company in the market, engaging in community events, trade shows, and networking opportunities. Ensure customer satisfaction by delivering quality service and addressing customer needs promptly. Collaborate with regional leadership, business development, safety, and operational teams to align branch activities with company goals. Promote a culture of teamwork within the branch and across the organization, leveraging internal resources to meet business objectives. Conduct regular staff meetings to clearly communicate goals and objectives. Provide guidance and leadership to enable staff to meet these goals. Commits to regular job-site visits and completes required documentation. Identify training needs and opportunities for staff development. Develop and implement plans to meet those needs. Perform other related duties as assigned by the manager. Required Skills and Abilities: Strong leadership and management skills. Excellent sales, customer service, and interpersonal skills. Proficient verbal and written communication skills. Strong organizational skills and attention to detail. Ability to prioritize tasks and delegate as appropriate. Proficiency in Microsoft Office Suite or related software. Essential Core Competencies: Strategic Thinking: Ability to set long-term objectives and create actionable plans for market growth. Financial Acumen: Strong understanding of P&L management, budgeting, and financial analysis to make informed decisions. People Orientation: Commitment to employee development, engagement, and fostering a positive work environment. Servant Leadership: Prioritizing the growth, development, and well-being of employees and team members to foster a collaborative, empowered, and highly motivated workforce.. Emotional Intelligence: High EQ with the ability to manage relationships, navigate challenges, and resolve conflicts effectively. Drives Vision & Purpose: Painting a compelling picture of the vision and strategy that motivates others to action. Results Orientation: Consistent focus on achieving desired outcomes and delivering high-quality performance. It involves setting clear goals, prioritizing tasks, and taking accountability for reaching specific, measurable results. Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. Safety Focused: Adhering to safety protocols by fostering a culture that prioritizes the well-being of employees, customers, and the community. Education and Experience: Associate's degree or equivalent industry experience required; Bachelor's degree preferred. At least 3-5 years of branch management experience, with at least one year as an Assistant Branch Manager preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Ability to walk job sites when necessary. May be required to travel to job sites and other locations. Legal Disclaimer: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a)) This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.
    $49k-67k yearly est. 2d ago
  • Portfolio Manager

    Quinn Residences 4.7company rating

    Chattanooga, TN jobs

    Quinn Residences is the leading owner, operator, and developer of purpose-built, dedicated single-family rental communities across the Southeast. Founded in 2020 and headquartered in Atlanta, our mission is to deliver high-quality, well-located homes that offer the best of both worlds: the space and privacy of homeownership with the flexibility and convenience of renting. Each Quinn community is intentionally designed and professionally managed to provide a rich living experience. We offer thoughtfully crafted homes, curated amenities, and a true neighborhood connection, all wrapped in a maintenance-free lifestyle. For more information, visit *********************** JOB SUMMARY: The Multi-Site Community Manager/Portfolio Manager works closely with the Regional Operations Manager to oversee all operational aspects of an assigned residential community, including financial performance, resident satisfaction, staff supervision, and vendor coordination. Reports to: Regional Operations Manager Supervises: Under the direction of the Regional Operations Manager supervises all on-site staff including any outside contractors and vendors performing work on the property. This role is full time in-person position based at our Chattanooga Hub in Chattanooga, TN. ESSENTIAL RESPONSIBILITIES: Responsible for all on‑site operations of the assigned community: Meeting or exceeding the annual budget regarding NOI. Providing leadership, hiring, training, evaluating, and supervising all on site associates. All on‑site operations functions. Promoting and upholding all company policies. JOB DESCRIPTION: Develop yearly operating budgets/forecasts and sales/marketing plans. Accurately create, prepare, and convey all operational and financial data to the Regional Manager in a timely manner. Work with Regional Manager to identify community goals and objectives. Establish and implement leasing goals, while managing an effective lease expiration program. Analyze operational information for impact on NOI, identify trends and recommend appropriate strategies and adjustments. Monitor the timely receipt and reconciliation of rent collections and ensure statutes are followed. File timely evictions on non-paying residents. Effectively show, lease, and move in prospective residents Implement programs for resident retention and service request follow-ups. Effectively maintain product knowledge of community and competitive communities through consistent evaluation of market conditions and trends. Direct efforts to implement sales and marketing plans which effectively maximize income and result in high occupancy. Ensure that an adequate number of vacant homes are always market ready and available for showing. Design an effective preventative maintenance program to monitor service request turnaround and ensure the responsiveness of the maintenance staff. Ensure all assigned company training is taken as assigned and scheduled. Maximize rental income while minimizing expenses through effective planning and control. Regularly evaluate ways to increase NOI by increasing income and reducing expenses where possible. Create staffing schedules and ensure they are consistent with community needs. Participate in planned resident and company activities. Evaluate and recommend changes on rent/pricing strategies that maximize rent growth. Ensure all marketing materials, websites, internet listing sources and printed material are accurate and updated. Analyze and evaluate monthly and/or quarterly financial statements. Write clear and concise variance reports to substantiate the analysis. Promote and teach safe work practices among on-site staff and ensure all safety programs are implemented and followed. Perform annual performance reviews on all supervised associates. Oversight of all daily operations. Complete incident reports on all incidents that pose a threat to person or property and notify the Regional Manager of these incidents so further action may be pursued if deemed necessary. Promoting and upholding all company policies and procedures. Ensure that there are no liability issues at the community and if any are discovered they are reported immediately to the Regional Manager. Negotiation of all service contracts. Oversight of all capital or improvement projects including ongoing renovation projects. Maintain a superior customer service relationship with residents, co-workers, and vendors Light travel may be required depending on the location of each community. In addition, travel may be needed for corporate meetings and functions. All other tasks as assigned by the Regional Manager or corporate personnel. QUALIFICATIONS: General knowledge of all aspects of Property Management At least 4 years of property management experience as a community manager Ability to learn and use various types of computer software programs including but not limited to: Yardi, Microsoft Outlook, Blue Moon, credit screening software, revenue management system, excel and word. High School Diploma
    $92k-163k yearly est. 11d ago
  • Client Portfolio Manager

    SBM Site Services 4.1company rating

    Point, PA jobs

    SBM is an international company providing facilities support services to some of the world's leading Fortune 500 companies. Our dedication to delivering the highest quality service and cost savings solutions with the least environmental impact possible has launched SBM into the top one percent of service providers in the facilities maintenance industry. Today, SBM services more than 350 million square feet throughout the United States, Canada, and Latin America, with plans to expand globally in Asia, Europe and the Middle East. Our innovative employee programs, supportive management structure, and extensive career advancement opportunities make SBM a great place to work. As a result, our turnover rate is one-fourth the national average. We respect and promote the professional and personal growth of our employees and are committed to the success of one another. Teamwork, integrity and compassion are core values of our company, and we go to great lengths to ensure that our employees are satisfied and rewarded for the work that they do. Job Description The Insite Portfolio Manager is accountable to ensure that all of the sites within their portfolio are fully compliant with utilizing Insite. Regardless of the size of the site, the Portfolio Manager will need to work with the operations team and identified contacts to assure the compliant utilization and management of the Insite Product. CORE DUTIES AND RESPONSIBILITIES · Work with National Account Manager to setup the Insite system for all of the client's sites, to include: establishing KPI's for the sites and Scorecards for the entire portfolio; setting goals for critical metrics; setting up audit profiles, including criteria and schedule · Train the users at the assigned clients' sites on the Product, to include: use, purpose, process and expectations · Ensure each manager within the portfolio is accountable for following the process and meeting the expectations; run compliance reports and communicate findings with the National Account Manager; identify and correct missed expectations · Ensure that the Product is being used with customers by tracking weekly reports and updates · Hold team update meetings monthly and employee surveys quarterly · Hold weekly meetings with the portfolio to review results Qualifications SKILLS AND QUALIFICATIONS 5th year college or university program certificate; or 2 - 4 years of related experience or training Project Management skills are required Ability to write reports, business correspondence and procedure manuals Able to effectively present information and respond to questions in front of groups of managers, clients, customers and the general public Knowledge of spreadsheet and word processing software Additional Information COMPENSATION Annual salary range is $40,000 - $55,000 per year. An attractive health benefit plan is offered including medical, dental and vision plans, and two weeks of vacation. APPLICATION INSTRUCTIONS For immediate consideration, please apply online For more information about SBM Site Services, please visit our website at ********************** SBM is an EEO
    $40k-55k yearly 60d+ ago
  • Client Portfolio Manager

    Sbm Site Services 4.1company rating

    Point, PA jobs

    SBM is an international company providing facilities support services to some of the world's leading Fortune 500 companies. Our dedication to delivering the highest quality service and cost savings solutions with the least environmental impact possible has launched SBM into the top one percent of service providers in the facilities maintenance industry. Today, SBM services more than 350 million square feet throughout the United States, Canada, and Latin America, with plans to expand globally in Asia, Europe and the Middle East. Our innovative employee programs, supportive management structure, and extensive career advancement opportunities make SBM a great place to work. As a result, our turnover rate is one-fourth the national average. We respect and promote the professional and personal growth of our employees and are committed to the success of one another. Teamwork, integrity and compassion are core values of our company, and we go to great lengths to ensure that our employees are satisfied and rewarded for the work that they do. Job Description The Insite Portfolio Manager is accountable to ensure that all of the sites within their portfolio are fully compliant with utilizing Insite. Regardless of the size of the site, the Portfolio Manager will need to work with the operations team and identified contacts to assure the compliant utilization and management of the Insite Product. CORE DUTIES AND RESPONSIBILITIES · Work with National Account Manager to setup the Insite system for all of the client's sites, to include: establishing KPI's for the sites and Scorecards for the entire portfolio; setting goals for critical metrics; setting up audit profiles, including criteria and schedule · Train the users at the assigned clients' sites on the Product, to include: use, purpose, process and expectations · Ensure each manager within the portfolio is accountable for following the process and meeting the expectations; run compliance reports and communicate findings with the National Account Manager; identify and correct missed expectations · Ensure that the Product is being used with customers by tracking weekly reports and updates · Hold team update meetings monthly and employee surveys quarterly · Hold weekly meetings with the portfolio to review results Qualifications SKILLS AND QUALIFICATIONS 5th year college or university program certificate; or 2 - 4 years of related experience or training Project Management skills are required Ability to write reports, business correspondence and procedure manuals Able to effectively present information and respond to questions in front of groups of managers, clients, customers and the general public Knowledge of spreadsheet and word processing software Additional Information COMPENSATION Annual salary range is $40,000 - $55,000 per year. An attractive health benefit plan is offered including medical, dental and vision plans, and two weeks of vacation. APPLICATION INSTRUCTIONS For immediate consideration, please apply online For more information about SBM Site Services, please visit our website at ********************** SBM is an EEO
    $40k-55k yearly 12h ago
  • Portfolio Acquisition Lead

    MMC Consulting 4.1company rating

    Washington, DC jobs

    Job Description MMC Consulting (MMC) is a customer-centric provider of transformative solutions whose mission is to help government clients become better fiduciaries of taxpayer resources. Through management consulting activities that include program management, acquisition support, and workforce development training, we collaborate with our clients to deliver value added solutions to their mission critical activities. A disadvantaged, certified woman-owned small business, MMC is dedicated to enhancing our client's ability to efficiently engage, empower, and execute our missions with excellence. Position Description MMC Consulting has an exciting new opportunity to support the protection of our nation's borders. Responsibilities include the following: Work closely with Portfolio Assistant Program Managers for Business (APMBs) to support Acquisition Management, Program Financial Management, Budget Development, Spend Plan Development, OMB 300 Business Cases, Asset Capitalization, and Fund Execution and Accountability. The Acquisitions professionals will: Provide life cycle management and sustainment of PMOD-deployed systems. This shall include: Collecting, monitoring, and tracking deployed system performance. Identifying, reporting, and assisting with the resolution of operating and support deficiencies. Developing strategies to optimize system performance. Preparing for and participating in system CCBs and supporting the planning and implementation of system engineering changes. Providing input for the operations and maintenance budget formulation and reporting process for assigned systems and programs. Preparing for and participating in technical interchange meetings. Provide acquisition support and expert advice in the preparation and review of acquisition documents for the PMOD. Specific tasks include providing system acquisition and program management services to facilitate the cradle-to-grave system acquisition process within the PMOD. Provide acquisition support services to the PMOD during the acquisition life cycle. Common activities include integration planning with other pre-award efforts and providing source selection tools and support. Provide services for the Planning, Programming, Budgeting, and Accountability process for resource allocation planning, congressional justifications, and acquisition planning. Have knowledge of and follow DHS MD 102 and be able to successfully support the PMOD through complex system acquisitions. Provide support to the PMOD Portfolio PMs regarding contract issues involving scope, compliance, modifications, and alternative contract solutions. Identify requirements, deliverables, and specifications that should be included in acquisitions. Support the PMOD to develop and update documentation to support acquisition strategy, planning, and execution. Work closely with the Assistant Program Managers for Business (APMBs). We are searching for incumbent personnel and external talent. Minimum Qualifications BA/BS & 6+ Yrs Exp Preferred Qualifications Department of Homeland Security / Customs and Border Protection experience desired. Additional Information 1. Telework will be authorized. 2. Must be a U.S. citizen. 3. If required, degree must be from a US-accredited institution. Powered by JazzHR FepPjVZ0pg
    $135k-219k yearly est. 29d ago
  • Portfolio Acquisition Lead

    MMC Consulting 4.1company rating

    Washington jobs

    MMC Consulting (MMC) is a customer-centric provider of transformative solutions whose mission is to help government clients become better fiduciaries of taxpayer resources. Through management consulting activities that include program management, acquisition support, and workforce development training, we collaborate with our clients to deliver value added solutions to their mission critical activities. A disadvantaged, certified woman-owned small business, MMC is dedicated to enhancing our client's ability to efficiently engage, empower, and execute our missions with excellence. Position Description MMC Consulting has an exciting new opportunity to support the protection of our nation's borders. Responsibilities include the following: Work closely with Portfolio Assistant Program Managers for Business (APMBs) to support Acquisition Management, Program Financial Management, Budget Development, Spend Plan Development, OMB 300 Business Cases, Asset Capitalization, and Fund Execution and Accountability. The Acquisitions professionals will: Provide life cycle management and sustainment of PMOD-deployed systems. This shall include: Collecting, monitoring, and tracking deployed system performance. Identifying, reporting, and assisting with the resolution of operating and support deficiencies. Developing strategies to optimize system performance. Preparing for and participating in system CCBs and supporting the planning and implementation of system engineering changes. Providing input for the operations and maintenance budget formulation and reporting process for assigned systems and programs. Preparing for and participating in technical interchange meetings. Provide acquisition support and expert advice in the preparation and review of acquisition documents for the PMOD. Specific tasks include providing system acquisition and program management services to facilitate the cradle-to-grave system acquisition process within the PMOD. Provide acquisition support services to the PMOD during the acquisition life cycle. Common activities include integration planning with other pre-award efforts and providing source selection tools and support. Provide services for the Planning, Programming, Budgeting, and Accountability process for resource allocation planning, congressional justifications, and acquisition planning. Have knowledge of and follow DHS MD 102 and be able to successfully support the PMOD through complex system acquisitions. Provide support to the PMOD Portfolio PMs regarding contract issues involving scope, compliance, modifications, and alternative contract solutions. Identify requirements, deliverables, and specifications that should be included in acquisitions. Support the PMOD to develop and update documentation to support acquisition strategy, planning, and execution. Work closely with the Assistant Program Managers for Business (APMBs). We are searching for incumbent personnel and external talent. Minimum Qualifications BA/BS & 6+ Yrs Exp Preferred Qualifications Department of Homeland Security / Customs and Border Protection experience desired. Additional Information 1. Telework will be authorized. 2. Must be a U.S. citizen. 3. If required, degree must be from a US-accredited institution.
    $145k-216k yearly est. Auto-Apply 60d+ ago
  • Portfolio Investment Manager, US

    Lightsource Bp 3.6company rating

    San Francisco, CA jobs

    **Join Us in Driving the Energy Transition** We are **Lightsource bp** , and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade, we've been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions. Our large-scale solar and energy storage projects help deliver affordable, reliable power while supporting global decarbonisation. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light model, partnering extensively with third-party debt, structured financing, tax equity, and common equity to bring projects to life. Our people and projects are at the heart of what we do-and now, we're looking for _your_ expertise to help us grow our US portfolio. **About the Investment Management Team** Our **Investment Management (IM) Team** acts as the primary liaison with capital providers once financing transactions close, overseeing the relationship from daily reporting to commercial interaction until exit. We coordinate across LSbp teams-Structured Finance, Asset Management, Finance, Power Marketing, Legal, and more-to ensure projects deliver strong operational and financial performance. The team is organized into three verticals: + **Portfolio Management** + **Valuation & Financial Modelling** + **Insurance** You'll join our **Portfolio Management Team** , currently based in Europe and Sydney, but with growing presence in the US to support our expanding portfolio. **The Role** As a **US Portfolio Investment Manager / Senior Portfolio Investment Manager** , you will be the "eyes and ears" of the IM Team for the portfolios you manage, acting as the day-to-day contact for capital providers (debt institutions and equity partners). You'll work closely with a US-based Commercial Investment Director and Valuation team, ensuring covenant compliance, accurate debt servicing, optimized cash distributions, and proactive portfolio performance tracking. **Key responsibilities include:** + Managing relationships with capital providers, ensuring timely covenant reporting and responses to waiver/approval requests + Overseeing debt service payments, letters of credit, and ancillary facilities + Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models + Identifying areas for commercial and financial optimisation + Collaborating with LSbp teams on legal documentation, M&A activities, and refinancing initiatives + Contributing to cross-portfolio initiatives and sharing best practices globally **Who We're Looking For** **Essential qualifications & experience:** + **Minimum 4 years** of experience in project finance documentation, reporting, or covenant management + Engagement with capital providers in a portfolio management capacity (financial institution or sponsor) + Strong financial and accounting skills, with ability to interpret P&L, cash flow, and balance sheets + Experience working in complex, matrix-style, multinational environments + Bachelor's degree in **Engineering** , **Business** , **Finance** , or a related field **Preferred experience:** + Financial modelling skills in project-related or investment environments + Direct involvement with budgets, forecasts, and operational asset portfolios + Collaboration with legal teams on commercial documentation **Personal qualities:** + Analytical and detail-oriented, with strong planning and organisational skills + Excellent written and verbal communication skills + Self-motivated, collaborative, and able to manage diverse stakeholder relationships **We Offer** + **Competitive compensation:** $140,000 to $160,000 annually plus a 20% annual bonus + Health, dental, prescription, and vision care for US team members starting **your first day of employment** with **zero premiums** for employee-only coverage + Retention bonuses + Four weeks of vacation and three weeks of sick leave annually **plus 11 paid holidays** + 401(k) plan, with a **3% nonelective employer contribution** + Hybrid working environment ( **Tuesday-Thursday in office, Monday & Friday remote** ) + Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150 + Lifestyle Savings Account and more! **Why You'll Want to Work With Us** Our company is a place where you can be yourself and grow-a place where your ideas and opinions matter. **Be you:** We pride ourselves on being an inclusive community, where every individual is valued and treated with respect. **Be responsible:** Our culture is driven by our core values-from operating safely to ensuring our solar projects are responsible and promote biodiversity. **Be recognized:** Alongside competitive pay, we offer annual bonus opportunities, retention incentives, health insurance, retirement contributions, and other local benefits. **Be inspired:** Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems, and biodiversity worldwide. **Our core values:** Safety, Integrity, Respect, Sustainability, and Drive guide everything we do, shaping meaningful low‑carbon energy projects that create a sustainable future. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status, or disability status.Individuals with disabilities may request reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in interviews, etc.). To request an accommodation, please contact us during the recruitment process.
    $140k-160k yearly 25d ago
  • Portfolio Investment Manager, US

    Lightsource Bp 3.6company rating

    San Francisco, CA jobs

    Join Us in Driving the Energy Transition We are Lightsource bp, and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade, we've been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions. Our large-scale solar and energy storage projects help deliver affordable, reliable power while supporting global decarbonisation. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light model, partnering extensively with third-party debt, structured financing, tax equity, and common equity to bring projects to life. Our people and projects are at the heart of what we do-and now, we're looking for your expertise to help us grow our US portfolio. About the Investment Management Team Our Investment Management (IM) Team acts as the primary liaison with capital providers once financing transactions close, overseeing the relationship from daily reporting to commercial interaction until exit. We coordinate across LSbp teams-Structured Finance, Asset Management, Finance, Power Marketing, Legal, and more-to ensure projects deliver strong operational and financial performance. The team is organized into three verticals: * Portfolio Management * Valuation & Financial Modelling * Insurance You'll join our Portfolio Management Team, currently based in Europe and Sydney, but with growing presence in the US to support our expanding portfolio. The Role As a US Portfolio Investment Manager / Senior Portfolio Investment Manager, you will be the "eyes and ears" of the IM Team for the portfolios you manage, acting as the day-to-day contact for capital providers (debt institutions and equity partners). You'll work closely with a US-based Commercial Investment Director and Valuation team, ensuring covenant compliance, accurate debt servicing, optimized cash distributions, and proactive portfolio performance tracking. Key responsibilities include: * Managing relationships with capital providers, ensuring timely covenant reporting and responses to waiver/approval requests * Overseeing debt service payments, letters of credit, and ancillary facilities * Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models * Identifying areas for commercial and financial optimisation * Collaborating with LSbp teams on legal documentation, M&A activities, and refinancing initiatives * Contributing to cross-portfolio initiatives and sharing best practices globally Who We're Looking For Essential qualifications & experience: * Minimum 4 years of experience in project finance documentation, reporting, or covenant management * Engagement with capital providers in a portfolio management capacity (financial institution or sponsor) * Strong financial and accounting skills, with ability to interpret P&L, cash flow, and balance sheets * Experience working in complex, matrix-style, multinational environments * Bachelor's degree in Engineering, Business, Finance, or a related field Preferred experience: * Financial modelling skills in project-related or investment environments * Direct involvement with budgets, forecasts, and operational asset portfolios * Collaboration with legal teams on commercial documentation Personal qualities: * Analytical and detail-oriented, with strong planning and organisational skills * Excellent written and verbal communication skills * Self-motivated, collaborative, and able to manage diverse stakeholder relationships We Offer * Competitive compensation: $140,000 to $160,000 annually plus a 20% annual bonus * Health, dental, prescription, and vision care for US team members starting your first day of employment with zero premiums for employee-only coverage * Retention bonuses * Four weeks of vacation and three weeks of sick leave annually plus 11 paid holidays * 401(k) plan, with a 3% nonelective employer contribution * Hybrid working environment (Tuesday-Thursday in office, Monday & Friday remote) * Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150 * Lifestyle Savings Account and more! Why You'll Want to Work With Us Our company is a place where you can be yourself and grow-a place where your ideas and opinions matter. Be you: We pride ourselves on being an inclusive community, where every individual is valued and treated with respect. Be responsible: Our culture is driven by our core values-from operating safely to ensuring our solar projects are responsible and promote biodiversity. Be recognized: Alongside competitive pay, we offer annual bonus opportunities, retention incentives, health insurance, retirement contributions, and other local benefits. Be inspired: Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems, and biodiversity worldwide. Our core values: Safety, Integrity, Respect, Sustainability, and Drive guide everything we do, shaping meaningful low‑carbon energy projects that create a sustainable future. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status, or disability status.Individuals with disabilities may request reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in interviews, etc.). To request an accommodation, please contact us during the recruitment process. Nearest Major Market: Austin
    $140k-160k yearly 24d ago
  • Portfolio Investment Manager, US

    Lightsource Bp 3.6company rating

    Denver, CO jobs

    **Join Us in Driving the Energy Transition** We are **Lightsource bp** , and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade, we've been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions. Our large-scale solar and energy storage projects help deliver affordable, reliable power while supporting global decarbonisation. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light model, partnering extensively with third-party debt, structured financing, tax equity, and common equity to bring projects to life. Our people and projects are at the heart of what we do-and now, we're looking for _your_ expertise to help us grow our US portfolio. **About the Investment Management Team** Our **Investment Management (IM) Team** acts as the primary liaison with capital providers once financing transactions close, overseeing the relationship from daily reporting to commercial interaction until exit. We coordinate across LSbp teams-Structured Finance, Asset Management, Finance, Power Marketing, Legal, and more-to ensure projects deliver strong operational and financial performance. The team is organized into three verticals: + **Portfolio Management** + **Valuation & Financial Modelling** + **Insurance** You'll join our **Portfolio Management Team** , currently based in Europe and Sydney, but with growing presence in the US to support our expanding portfolio. **The Role** As a **US Portfolio Investment Manager / Senior Portfolio Investment Manager** , you will be the "eyes and ears" of the IM Team for the portfolios you manage, acting as the day-to-day contact for capital providers (debt institutions and equity partners). You'll work closely with a US-based Commercial Investment Director and Valuation team, ensuring covenant compliance, accurate debt servicing, optimized cash distributions, and proactive portfolio performance tracking. **Key responsibilities include:** + Managing relationships with capital providers, ensuring timely covenant reporting and responses to waiver/approval requests + Overseeing debt service payments, letters of credit, and ancillary facilities + Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models + Identifying areas for commercial and financial optimisation + Collaborating with LSbp teams on legal documentation, M&A activities, and refinancing initiatives + Contributing to cross-portfolio initiatives and sharing best practices globally **Who We're Looking For** **Essential qualifications & experience:** + **Minimum 4 years** of experience in project finance documentation, reporting, or covenant management + Engagement with capital providers in a portfolio management capacity (financial institution or sponsor) + Strong financial and accounting skills, with ability to interpret P&L, cash flow, and balance sheets + Experience working in complex, matrix-style, multinational environments + Bachelor's degree in **Engineering** , **Business** , **Finance** , or a related field **Preferred experience:** + Financial modelling skills in project-related or investment environments + Direct involvement with budgets, forecasts, and operational asset portfolios + Collaboration with legal teams on commercial documentation **Personal qualities:** + Analytical and detail-oriented, with strong planning and organisational skills + Excellent written and verbal communication skills + Self-motivated, collaborative, and able to manage diverse stakeholder relationships **We Offer** + **Competitive compensation:** $140,000 to $160,000 annually plus a 20% annual bonus + Health, dental, prescription, and vision care for US team members starting **your first day of employment** with **zero premiums** for employee-only coverage + Retention bonuses + Four weeks of vacation and three weeks of sick leave annually **plus 11 paid holidays** + 401(k) plan, with a **3% nonelective employer contribution** + Hybrid working environment ( **Tuesday-Thursday in office, Monday & Friday remote** ) + Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150 + Lifestyle Savings Account and more! **Why You'll Want to Work With Us** Our company is a place where you can be yourself and grow-a place where your ideas and opinions matter. **Be you:** We pride ourselves on being an inclusive community, where every individual is valued and treated with respect. **Be responsible:** Our culture is driven by our core values-from operating safely to ensuring our solar projects are responsible and promote biodiversity. **Be recognized:** Alongside competitive pay, we offer annual bonus opportunities, retention incentives, health insurance, retirement contributions, and other local benefits. **Be inspired:** Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems, and biodiversity worldwide. **Our core values:** Safety, Integrity, Respect, Sustainability, and Drive guide everything we do, shaping meaningful low‑carbon energy projects that create a sustainable future. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status, or disability status.Individuals with disabilities may request reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in interviews, etc.). To request an accommodation, please contact us during the recruitment process.
    $140k-160k yearly 25d ago
  • Portfolio Investment Manager, US

    Lightsource Bp 3.6company rating

    Denver, CO jobs

    Join Us in Driving the Energy Transition We are Lightsource bp, and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade, we've been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions. Our large-scale solar and energy storage projects help deliver affordable, reliable power while supporting global decarbonisation. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light model, partnering extensively with third-party debt, structured financing, tax equity, and common equity to bring projects to life. Our people and projects are at the heart of what we do-and now, we're looking for your expertise to help us grow our US portfolio. About the Investment Management Team Our Investment Management (IM) Team acts as the primary liaison with capital providers once financing transactions close, overseeing the relationship from daily reporting to commercial interaction until exit. We coordinate across LSbp teams-Structured Finance, Asset Management, Finance, Power Marketing, Legal, and more-to ensure projects deliver strong operational and financial performance. The team is organized into three verticals: * Portfolio Management * Valuation & Financial Modelling * Insurance You'll join our Portfolio Management Team, currently based in Europe and Sydney, but with growing presence in the US to support our expanding portfolio. The Role As a US Portfolio Investment Manager / Senior Portfolio Investment Manager, you will be the "eyes and ears" of the IM Team for the portfolios you manage, acting as the day-to-day contact for capital providers (debt institutions and equity partners). You'll work closely with a US-based Commercial Investment Director and Valuation team, ensuring covenant compliance, accurate debt servicing, optimized cash distributions, and proactive portfolio performance tracking. Key responsibilities include: * Managing relationships with capital providers, ensuring timely covenant reporting and responses to waiver/approval requests * Overseeing debt service payments, letters of credit, and ancillary facilities * Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models * Identifying areas for commercial and financial optimisation * Collaborating with LSbp teams on legal documentation, M&A activities, and refinancing initiatives * Contributing to cross-portfolio initiatives and sharing best practices globally Who We're Looking For Essential qualifications & experience: * Minimum 4 years of experience in project finance documentation, reporting, or covenant management * Engagement with capital providers in a portfolio management capacity (financial institution or sponsor) * Strong financial and accounting skills, with ability to interpret P&L, cash flow, and balance sheets * Experience working in complex, matrix-style, multinational environments * Bachelor's degree in Engineering, Business, Finance, or a related field Preferred experience: * Financial modelling skills in project-related or investment environments * Direct involvement with budgets, forecasts, and operational asset portfolios * Collaboration with legal teams on commercial documentation Personal qualities: * Analytical and detail-oriented, with strong planning and organisational skills * Excellent written and verbal communication skills * Self-motivated, collaborative, and able to manage diverse stakeholder relationships We Offer * Competitive compensation: $140,000 to $160,000 annually plus a 20% annual bonus * Health, dental, prescription, and vision care for US team members starting your first day of employment with zero premiums for employee-only coverage * Retention bonuses * Four weeks of vacation and three weeks of sick leave annually plus 11 paid holidays * 401(k) plan, with a 3% nonelective employer contribution * Hybrid working environment (Tuesday-Thursday in office, Monday & Friday remote) * Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150 * Lifestyle Savings Account and more! Why You'll Want to Work With Us Our company is a place where you can be yourself and grow-a place where your ideas and opinions matter. Be you: We pride ourselves on being an inclusive community, where every individual is valued and treated with respect. Be responsible: Our culture is driven by our core values-from operating safely to ensuring our solar projects are responsible and promote biodiversity. Be recognized: Alongside competitive pay, we offer annual bonus opportunities, retention incentives, health insurance, retirement contributions, and other local benefits. Be inspired: Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems, and biodiversity worldwide. Our core values: Safety, Integrity, Respect, Sustainability, and Drive guide everything we do, shaping meaningful low‑carbon energy projects that create a sustainable future. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status, or disability status.Individuals with disabilities may request reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in interviews, etc.). To request an accommodation, please contact us during the recruitment process. Nearest Major Market: Austin
    $140k-160k yearly 24d ago
  • Product Portfolio Manager (944)

    American Builders and Contractors Supply Co 4.0company rating

    Beloit, WI jobs

    ABC Supply is North America's largest wholesale distributor of exterior and interior building products. ABC Supply is proud to be an employee-first company. In fact, we have won the Gallup Exceptional Workplace Award every year since its inception in 2007, and Glassdoor has named us one of the best places to work in the country. Be part of a company that recognizes your talents, rewards your efforts, and helps you reach your full potential. At ABC Supply, we have YOUR future covered. Role Overview: As a Product Portfolio Manager, you will play a pivotal role in defining the product portfolio vision, strategy, and roadmap to deliver value to both the business and its customers. You will take ownership of the strategic direction of the Field Facing portfolio, ensuring alignment with business objectives, customer needs, and market opportunities. Collaborating with cross-functional teams, including engineering, sales, and operations, you will translate business goals into actionable plans. In addition to your portfolio management responsibilities, you will have direct people management duties, including hiring, line management, and leadership of a team of Product Managers. You will provide strategic guidance and prioritize the work to ensure successful execution at the team level. While the Product Managers focus on near term roadmaps and tactical execution, you will own the overall vision, ensuring alignment across stakeholders and maintaining a strong focus on driving business outcomes and customer satisfaction. Key Responsibilities: Portfolio Vision & Strategy: Define and communicate the portfolio vision and strategy, ensuring alignment with the company's business objectives and customer needs. Portfolio Strategic Planning: Create and maintain a portfolio roadmap and strategy documents that reflect strategic priorities and supports value delivery. Strategic Portfolio Lifecycle Management: Own and optimize the product portfolio lifecycle across multiple initiatives. Evaluate product performance, market fit, and strategic alignment to guide investment decisions, sunsetting and innovation. Ensure the portfolio reflects evolving business priorities and customer needs, balancing short-term delivery with long-tern value creation. Customer & Market Insights: Conduct market research, customer interviews, and competitive analysis to identify opportunities and trends. Use these insights to inform the portfolio strategy and ensure it meets evolving customer and market needs. Obsession with Customer Experience: Prioritize and champion the customer's experience in every aspect of product development. Ensure that all portfolio decisions, features, and enhancements are driven by a deep understanding of customer needs and feedback. Continuously seek ways to improve the customer journey and deliver exceptional value. Champion Product Experimentation Frameworks: Partner with customer enablement, engineering and design teams to design, implement and learn from product testing methodologies to increase understand utilization of the portfolio and inform future strategic plans and decisions. Collaboration with Product Managers: Provide direction and support to Product Managers, ensuring they have a clear understanding of the product vision and strategy. Collaborate with them to ensure the backlog is aligned with strategic goals and that team-level work drives desired outcomes. Stakeholder Alignment: Partner with internal stakeholders, including sales, marketing, operations, and finance, to gather requirements, manage expectations, and align portfolio strategy with business goals. Act as the primary point of contact for executive leadership regarding portfolio direction. Cross-Functional Collaboration: Facilitate alignment and collaboration across engineering, design, and operations teams to ensure product development efforts are cohesive and focused on delivering customer value. Customer-Centric Focus: Act as the champion of the customer within the organization. Ensure that product decisions are informed by a deep understanding of customer needs and deliver meaningful value. Product Development Oversight: Collaborate with engineering and design teams to define product features and specifications. Work with Delivery Managers to ensure smooth execution, removing roadblocks, and fostering a culture of flow and continuous delivery. Performance Tracking & Data-Driven Decisions: Define and track product success metrics, such as customer adoption, satisfaction, and business impact. Use data-driven insights to iterate on the portfolio strategy and roadmap. Go-to-Market Strategy: Lead the development and execution of go-to-market strategies for new features and products. Collaborate with sales and marketing teams to ensure successful launches and clear communication of value propositions. Continuous Improvement: Foster a culture of innovation and continuous improvement. Regularly assess product performance and process efficiency, driving refinements to deliver greater customer and business impact. Risk Management: Proactively identify and mitigate risks throughout the product lifecycle, ensuring smooth product development and successful launches. Ethical Leadership: Uphold ethical standards in all product development efforts, ensuring alignment with company values and promoting responsible innovation. People Management Responsibilities: Hiring: Lead the recruitment process for Product Owners, ensuring the team is composed of skilled and motivated individuals. Line Management: Provide direct supervision, mentorship, and performance management for Product Owners, fostering their professional growth and development. Talent Management: Implement effective talent management strategies to foster a high-performing team. Mentoring: Provide mentorship and guidance to Product Owners, fostering their professional growth and development. Leadership: Inspire and guide the team, setting clear expectations and providing the support needed to achieve strategic goals. Essential Attributes, Skills & Experience: Product & Product Portfolio Management Expertise: Proven experience (7+ years) Product Management roles, with a minimum of 5 years managing a portfolio of Products, ideally in a B2B, retail or supply chain environment. A track record of successfully launching and managing products that deliver customer and business value. Strategic Thinking & Execution: Ability to define and drive a clear product vision and strategy while managing the tactical execution through collaboration with Product Managers and cross-functional teams. Organizational Leadership: Exceptional ability to hire, lead, coach, mentor and support a team of Product Managers as direct reports. Ability to lead with empathy and support a culture of excellence within assigned area of the ABC Product organization. Customer-Centric Mindset: Strong commitment to understanding customer needs and translating them into meaningful product outcomes. Ability to balance customer and business priorities effectively. Analytical Skills: Proficiency in using data to make informed decisions, track product performance, and refine strategies. Experience with tools and methodologies for testing product experience, analyzing market trends and customer behavior. Collaboration & Leadership: Exceptional leadership and communication skills, with a proven ability to influence and inspire cross-functional. Skilled in collaborating with stakeholders at all levels, from executives to delivery teams. Technology Savvy: Strong understanding of technology platforms and software development processes, with the ability to translate technical constraints into business decisions. Flow & Agile Practices: Experience with flow-based principles and metrics (e.g., cycle time, throughput) to ensure effective product development and delivery. Familiarity with Agile and Lean methodologies is a plus. Entrepreneurial Spirit: A proactive, self-starter mentality with a passion for innovation and continuous improvement. Ability to think strategically while managing day-to-day operations. Cultural Fit: Alignment with ABC's mission and values, valuing our role in helping our customers build the American dream. Desirable Attributes, Skills & Experience: Wholesale Distribution Experience: Familiarity with the logistics or wholesale distribution industry and its unique challenges and opportunities. Financial Acumen: Ability to manage product budgets, forecast revenue, and understand financial metrics related to product performance. UX/UI Design Knowledge: Understanding of user experience and interface design to effectively collaborate with design teams and advocate for exceptional user experiences. Industry Knowledge: Familiarity with the logistics, e-commerce, or software development industries and an understanding of their unique challenges and opportunities. Benefits may include: Health, dental, and vision coverage - eligible after 60 days, low out of pocket 401(k) with generous company match - eligible after 60 days, immediately vested Employer paid employee assistance program Employer paid short term and long-term disability Employer paid life insurance Flex spending Paid vacation Paid sick days Paid holidays Equal Opportunity Employer / Drug Free Workplace ABC Supply values diversity and we actively encourage women, minorities, and veterans to apply.
    $71k-127k yearly est. Auto-Apply 53d ago
  • Senior Investment Analyst

    Toll Brothers Inc. 4.4company rating

    New York, NY jobs

    Join an award-winning company! Who are we? Since 1967, Toll Brothers has been building luxury homes and communities in the best locations in the U.S. Today, we're a Fortune 500 company operating in over 60 markets. We're the country's premier luxury builder with the widest range of product offerings and price points in the industry, serving first-time, move-up, active-adult, and second-home buyers. From the homes we build to the talent we recruit, we know that to be the best, we have to work with the best. Toll Brothers is a place where diverse perspectives and experiences are welcomed and where employees of all backgrounds are treated with fairness, dignity and respect. We believe every employee should feel safe to be their true and authentic self at work. Our employees are our family, and we strive to uphold the values that our founders instilled in us, creating an exceptional place to work that is inclusive to all. Toll Brothers, America's leading luxury home builder, seeks a Senior Investment Analyst for our division in New York City, New York. What is the opportunity? This position is on-site 5 days per week Toll Brothers City Living is hiring an Investment Analyst for its New York area investments team. Candidates should have deep experience working through the full lifecycle of real estate transactions, preferably with exposure to ground up condominium development. Candidates must be proactive, quantitative, creative, and collaborative. What are the primary responsibilities? * Qualify, diligence, underwrite and help execute the acquisition of ground up condominium development sites and conversion opportunities * Construct detailed and comprehensive financial models * Prepare thoughtful and compelling deal memos and investment books * Create thorough market research reports and competitive set analyses. * Co-ordinate closing due diligence and interface with equity partners and lenders * Work with group leadership to conceptualize and formulate investment strategies * Work with the development and construction teams to execute project business plans through the full lifecycle of development. Does this describe you? * Expert financial modeling skills, with an emphasis on building and auditing complex cashflows and formulas in Excel * Understanding of the fundamentals of real estate development, finance, and valuation, including property-level due diligence, real estate law and construction * Experience with New York area transactions and/or developments * Ability to clearly articulate the Toll Brothers narrative, strategy and value proposition to investors, sponsors, brokers, and other potential collaborators * Self-motivated and team-oriented, with strong time management skills and the ability to prioritize deadlines. This is an excellent opportunity to join one of the nation's most respected Fortune 500 companies! Qualifications Do you have these qualifications? * Essential: * 2-4 years of relevant underwriting work experience, including direct real estate investing experience (ideally at a top-tier real estate development or investment firm) * Bachelor's degree (graduate degree preferred). The salary for this position is $110,000-$125,000 plus an annual discretionary bonus. We offer an excellent compensation and benefits package that includes comprehensive medical/dental, 401(k) with a company match, discounted stock purchase, discounts on mortgages, homes, and much more! Come see why Toll Brothers has been attracting and retaining some of the best professionals in the industry! APPLY ONLINE TODAY! Toll Brothers is committed to ensuring equal employment opportunity. All employment decisions, policies, and practices are in accordance with applicable federal, state, and local anti-discrimination laws. Toll Brothers will not engage in or tolerate unlawful discrimination (including any form of unlawful harassment) on account of a person's sex (including pregnancy), age, race, color, religion, national origin, ancestry, citizenship, physical or mental disability, sexual orientation, gender nonconformity, status as a transgender individual, gender identity, genetic information, marital status, family responsibility, armed services, or any other status protected by law.
    $110k-125k yearly Auto-Apply 41d ago
  • Portfolio Manager

    Firstservice Corporation 3.9company rating

    Portfolio manager job at First Service

    As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Board and community. This position has oversight of all aspects related to the business and operations of the community. The purpose of this role is to create a single point of contact in the community, enhance communication and create effective oversight of staff and operations. The Community Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the association and staff. Your Responsibilities: * Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting. * Review organization structure, s, and functions. Make recommendations to the Board as to any potential changes. * Partner with public, private and volunteer organizations to provide community services when necessary. * Support the activities of the various Board sub-committees. * Knowledge of all Community Governing documents. Provide recommendations on revisions. * Continual process of seamless connection between the Board of Directors and committees. * Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed. * In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors. * Monitor and report on the monthly financial position of the association. * Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up. * Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable. * Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate. * As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs. * Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements. * Attend and participate in professional group meetings. Stay abreast of new trends and innovations in the fields of community management and community programming. * On-site visibility throughout the common areas and facilities. * Understanding of all agreements for corporate implementation. * Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program. * Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions. * Perform building inspections of interior and exterior of property and prepare action plan for opportunities. * Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses. * Regular attendance and punctuality Skills & Qualifications: * Bachelor's degree in business or related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable to not required by the state. * A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments. * Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred. * Understanding of physical building management, Condominium law, financial planning and law affecting property management. * Valid Driver's License and State Mandated Vehicle Insurance * Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent. Physical Requirements / Working Environment The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary. * Must be able to sit and stand for extended periods of time. * Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business. * Must have finger dexterity for typing/using a keyboard. * Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks on uneven areas. * Talking and hearing occur continuously in the process of communicating with guests, supervisors, and other associates. * Capable of working extended hours, to include evenings, weekends and holidays as necessary. * This position may alternate between working indoors in a controlled climate and with proper lighting, to an outdoors setting with variable climate and lighting. * Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills. * Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays. Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns. * Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs. What We Offer: As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions. Compensation: $60,000 - $68,000 annually Disclaimer Statement: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time. Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics. Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company. Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel national_****************************. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_****************************; we will respond in accordance with Local Law 144, within 30 days.
    $60k-68k yearly 10d ago
  • Portfolio Manager

    Firstservice Corporation 3.9company rating

    Portfolio manager job at First Service

    As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Board and community. This position has oversight of all aspects related to the business and operations of the community. The purpose of this role is to create a single point of contact in the community, enhance communication and create effective oversight of staff and operations. The Community Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the association and staff. Your Responsibilities: * Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting. * Review organization structure, s, and functions. Make recommendations to the Board as to any potential changes. * Partner with public, private and volunteer organizations to provide community services when necessary. * Support the activities of the various Board sub-committees. * Knowledge of all Community Governing documents. Provide recommendations on revisions. * Continual process of seamless connection between the Board of Directors and committees. * Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed. * In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors. * Monitor and report on the monthly financial position of the association. * Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up. * Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable. * Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate. * As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs. * Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements. * Attend and participate in professional group meetings. Stay abreast of new trends and innovations in the fields of community management and community programming. * On-site visibility throughout the common areas and facilities. * Understanding of all agreements for corporate implementation. * Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program. * Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions. * Perform building inspections of interior and exterior of property and prepare action plan for opportunities. * Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses. * Regular attendance and punctuality Skills & Qualifications: * Bachelor's degree in business or related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable to not required by the state. * A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments. * Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred. * Understanding of physical building management, Condominium law, financial planning and law affecting property management. * Valid Driver's License and State Mandated Vehicle Insurance * Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent. Physical Requirements / Working Environment The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary. * Must be able to sit and stand for extended periods of time. * Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business. * Must have finger dexterity for typing/using a keyboard. * Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks on uneven areas. * Talking and hearing occur continuously in the process of communicating with guests, supervisors, and other associates. * Capable of working extended hours, to include evenings, weekends and holidays as necessary. * This position may alternate between working indoors in a controlled climate and with proper lighting, to an outdoors setting with variable climate and lighting. * Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills. * Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays. Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns. * Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs. What We Offer: As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions. Compensation: $60,000 - $68,000 annually Disclaimer Statement: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time. Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics. Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company. Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel national_****************************. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_****************************; we will respond in accordance with Local Law 144, within 30 days.
    $60k-68k yearly 10d ago
  • Senior Manager - Investment Wholesaler Trainer & Analyst

    Megatel Homes 4.1company rating

    Dallas, TX jobs

    Senior Manager - Investment Wholesaler Trainer & Analyst Company: Megatel Capital Investment (MCI) About Us: Megatel Capital Investment (MCI) is the capital markets division of the Megatel Group, a fully integrated residential real estate company headquartered in Dallas, Texas. Since 2006, Megatel has grown into one of the nation's most successful private developers and homebuilders, specializing in large-scale, amenity-rich lagoon communities. MCI provides the growth capital and financing needed to bring these visionary developments to life. Role Overview: We are expanding our sales management team and seeking a strategic, data-driven, and motivational Senior Manager - Investment Wholesaler Trainer & Analytics. This leadership role blends investment product sales expertise with training, analytics, and operational oversight. You'll be responsible for elevating the performance of our internal and external wholesalers through coaching, training programs, and data-informed strategy, while driving alignment across departments and ensuring compliance. Key Responsibilities: Sales Team Leadership: Manage day-to-day operations of the Dallas-based sales desk team, mentoring internal and external wholesalers to exceed performance goals Training & Development: Design and deliver training programs on investment products, market trends, sales strategies, and compliance requirements Sales Strategy & Analytics: Analyze sales data, market trends, and competitor activity to identify growth opportunities and inform strategic initiatives Performance Tracking: Develop dashboards and reports to monitor KPIs and provide actionable insights to senior leadership Process Optimization: Identify inefficiencies and implement improvements using data and technology to scale operations and automate reporting Cross-Functional Collaboration: Partner with marketing, product development, finance, and IT to ensure cohesive messaging and strategic alignment Client Insights: Translate data into customer behavior insights to refine targeting and segmentation strategies Compliance Oversight: Ensure adherence to regulatory standards and conduct principal reviews Recruitment Support: Assist in identifying and onboarding top talent for the sales team SalesForce CRM Management: Oversee CRM usage and reporting to enhance productivity and visibility Qualifications Desired Qualifications: FINRA Series 7, 24, and 63 licenses Bachelor's degree in a related field 5+ years of experience selling alternative investment products 3+ years of team management experience Proven success in exceeding sales goals Established relationships within IBD/RIA channels Strong leadership and motivational skills Exceptional verbal, written, and interpersonal communication skills Proficiency in Salesforce CRM and reporting tools Excellent time management and organizational abilities
    $76k-127k yearly est. 14d ago

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