Investments manager work from home jobs - 491 jobs
Senior Portfolio Manager, Field Innovation - Climate Impact
NRG Consulting Group
Remote job
A prominent global philanthropy fund is seeking a Senior Portfolio Manager for Field Innovation with a focus on tackling challenges in energy transition. The role involves strategic leadership in renewable energy finance and coal phase out, supporting initiatives through strong collaboration across sectors. Candidates should have substantial experience in relevant areas, particularly in coal finance, and excellent communication skills. The position offers a competitive salary range of $120,000-$140,000 and flexible work options including remote work for those in compatible time zones.
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$120k-140k yearly 5d ago
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Asset Manager - Distressed Assets
Talently
Remote job
Job Title: Asset Manager
Salary: $130,000-$155,000
Skills: Turnaround Asset Management, Distressed Assets, Value-Add Strategies, Financial Analysis, Property Management
About the Real Estate Company / The Opportunity:
Seize the opportunity to lead the recovery and repositioning of complex real estate assets for a forward-thinking organization in the real estate industry. As an Asset Manager specializing in distressed assets, you will play a pivotal role in restoring value and stabilizing performance across a portfolio of underperforming or distressed multifamily, commercial, and mixed-use properties. This remote position requires extensive travel nationwide, direct engagement with senior leadership, and the chance to drive meaningful impact through expertise in operational execution and financial oversight.
Responsibilities:
Conduct deep financial and operational reviews of distressed properties to diagnose causes of underperformance.
Evaluate rent rolls, occupancy, expense trends, tenant quality, and market positioning to develop effective turnaround strategies.
Create and implement comprehensive asset recovery plans, including leasing initiatives, expense controls, capital improvements, and management changes.
Lead repositioning efforts for value-add assets with renovations, amenity upgrades, and rebranding.
Partner with leasing, property management, and capital project teams to optimize rent pricing, marketing, and tenant retention.
Monitor day-to-day property operations, recommending staffing changes, process improvements, and vendor renegotiations.
Prepare and present asset updates and financial reports to leadership and external partners.
Oversee CapEx planning and support refinancing, sale preparation, or recapitalization as assets stabilize.
Must-Have Skills:
4+ years of experience in real estate asset management, specifically dealing with distressed asset turnaround
Strong proficiency in financial modeling
Ability to lead cross-functional teams and enact influence
Bachelor's degree in Real Estate, Finance, Business, or related field.
$130k-155k yearly 1d ago
Remote Tax Manager-Lead In-House Tax Team
Solid Rock Recruiting LLC
Remote job
A rapidly growing financial services company is seeking a Tax Manager to lead and build in-house tax services. This role offers a unique opportunity for growth and ownership in shaping a new department. Ideal candidates will have CPA qualifications, strong tax experience, and leadership skills. Compensation ranges from $120,000-$170,000+ based on experience, alongside comprehensive benefits and performance bonuses.
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Atlantic Union Equipment Finance ("AUEF"), a subsidiary of Atlantic Union Bank ("AUB"), continues to grow and enhance its underwriting and portfolio management team to house and consistently manage credit risk activities of its equipment finance clients. AUEF's objective is to provide integrated end-to-end credit underwriting, identification, measurement, management, and monitoring of AUB's equipment finance clients. The position is responsible for providing an independent perspective in underwriting and managing complex equipment finance loans/leases and relationships up to the AUB's legal lending limit. The position partners with Relationship Managers, Credit Officers, and the Equipment Finance Underwriting Manager in delivering credit solutions through underwriting, portfolio management, deal team management, and extensive internal and external client interaction. A Credit Portfolio Manager IV is expected to be a subject matter expert (SME) in equipment finance, their respective portfolio, and adheres to all regulatory and compliance guidelines.
Position Accountabilities
Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned the more complex credits and larger portfolios within Equipment Finance.
Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables.
Prepare detailed short or long-term financial projections within a vendor provided solution such as nCino, Moody's Risk Analyst, or within an Excel spreadsheet.
Make recommendations to Relationship Managers and Credit Officer regarding credit amount, structure, and policy compliance.
Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews.
Participate or lead client calls with the borrower's CFO (or similar position) and Relationship Managers to address in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements.
Participate in special projects to aid with the continuous improvement in underwriting and portfolio management.
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients. and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders.
This senior position may mentor CPMs I, II, and III, as appropriate.
Generate new ideas and recommendations for continuous process improvement.
Participate in special projects on an as-needed basis
Organizational Relationship
This position reports to the Equipment Finance Underwriting Manager
Position Qualifications
Education & Experience
Bachelor's degree in Accounting or Finance and seven or more years of experience in a commercial lending environment
Knowledge & Skills
Experience underwriting across multiple industries and asset types.
Knowledge of Equipment Leasing concepts is a plus.
Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations.
Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends.
Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities.
Skilled in the analysis of financial statements, tax returns and cash flows of commercial & industrial companies.
Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within nCino, Moody's or other software packages.
Excellent written, oral and interpersonal skills, to include structuring, negotiating, closing, maintenance, modifications and problem resolution
PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables.
Ability to research industry sources and equipment types needed for credit evaluations.
Strong organization skills with the ability to self-manage time and work flow to meet deadlines.
Ability to manage multiple projects at one time.
Ability to work independently as well as within a team environment
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$104k-168k yearly est. 3d ago
Seasonal Tax Manager: Banking & Capital Markets (Remote)
Ernst & Young Oman 4.7
Remote job
A global consulting firm is seeking a Seasonal Tax Manager specializing in Banking and Capital Markets. The role involves providing tax guidance and consulting, preparing tax provisions, and enhancing controls. Candidates should have a bachelor's degree, a valid CPA license, and at least 5 years of tax experience. The position supports a flexible work model, with most engagements requiring in-person collaboration 40-60% of the time. Competitive hourly compensation of $90-$120 inclusive of diverse benefits is offered.
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$90-120 hourly 2d ago
Senior Tax Manager -Japanese Bilingual[Remote)
A-Staffing Inc.
Remote job
About the job Senior Tax Manager -Japanese Bilingual(Remote) This job description outlines the role of a Senior Tax Manager responsible for managing corporate tax compliance, tax planning, and accounting for income taxes for a US-based organization and its subsidiaries. This position involves significant collaboration with internal finance teams, external tax advisors, and service providers to ensure effective tax operations. The role is also designed with a view toward succession for the current VP-level Director of Tax, starting as a mid-level manager with hands-on operations and team leadership responsibilities, progressively assuming higher leadership responsibilities.
Essential Duties & Responsibilities:
Manage and oversee federal, state, and international tax filings, including preparation, review, and submission of supporting documentation.
Monitor and interpret tax law changes to maintain compliance and identify tax-saving opportunities.
Develop strategies for responding to tax audits and coordinate practical responses.
Collaborate with external tax advisors to develop tax strategies and enhance overall group tax efficiency.
Evaluate and refine tax reporting processes to improve operational efficiency and accuracy.
Develop internal tax awareness programs and compliance policies to reduce company-wide tax risk.
Support M&A tax due diligence and provide input on tax-efficient deal structuring.
Talent Management & Succession Planning:
Supervise and mentor tax staff, providing technical guidance and performance feedback.
Work alongside the current VP to facilitate a smooth transition and progressively assume leadership responsibilities.
Other Responsibilities:
Maintain open communication with other personnel and departments.
Keep the EVP informed of status and progress.
Maintain professional and technical knowledge through continuous learning and networking.
Maintain professional conduct and ethical standards, complying with company policies.
Perform other duties as required by management.
Qualifications:
Experience: 7-10 years of professional tax experience with a combination of both public accounting firms and corporate tax departments focusing on corporate and partnership income tax reporting, research, and planning.
Education: A Bachelors degree in Accounting or Taxation is required, and a Masters degree in Taxation is preferred.
Licenses & Certificates: CPA is preferred.
Technical Knowledge & Skills: Requires advanced knowledge of Taxation, Tax research, and Financial accounting, as well as intermediate skills in Tax software, Tax research tools, and advanced skills in MS Excel. Proficiency in MS Word, PowerPoint, and Outlook is also expected. Familiarity with specific tax software like Onesource Income Tax and Sage Fixed Asset Software is expected.
Expected Competencies:
Operational Supervision.
People Management.
Fostering collaboration.
Establishing policies & procedures.
Excellent communication (oral and written) and interpersonal skills.
Work Environment:
Generally sedentary work, with occasional standing, walking, grasping, and light lifting.
Minimal business travel may be required.
May be required to work beyond normal business hours.
English is required, but proficiency in Japanese is a plus.
Remote work will be considered from the other state.
$67k-94k yearly est. 2d ago
Manager, Multimedia Assets
American Society for The Prevention of Cruelty To Animals
Remote job
The ASPCA is seeking a detail-oriented and proactive Manager, Multimedia Assets to oversee the organization, accessibility, and strategic use of our growing library of photo and video content. This individual will play a critical role in ensuring our multimedia assets are well-maintained, legally compliant, easy to find, and effectively leveraged across teams to support the ASPCA's storytelling and brand efforts.
Reporting to the Director, Multimedia Production, the Manager, Multimedia Assets will support content planning and delivery by organizing and curating mission-aligned collections for internal and external use. This includes helping to develop and maintain spotlight collections, content packs, and campaign toolkits that ensure teams across the ASPCA can easily access and deploy high-impact visual content.
The ideal candidate is organized, collaborative, and knowledgeable in asset management best practices, with a working understanding of photography and video production. They will work closely with the multimedia team to support production workflows, including managing project files, archiving content, and maintaining storage systems. This role also serves as a resource for staff across departments-helping them locate the right content for their needs, understand how to use it appropriately, and raise awareness of what's available within our growing media library.
Where and When You'll Work
This position is based in New York City at the ASPCA's 8th Avenue office in New York, NY but does not require full-time onsite work; the role allows for flexibility to work from home to the extent approved by the manager and Department Head. This role involves 10%-20% travel.
What You'll Get
Compensation
Starting pay for the successful applicant will depend on a variety of factors, including but not limited to education, training, experience, business needs, internal equity, market demands or budgeted amount for the role. The target hiring range is for new hire offers only, and compensation may increase beyond the maximum hiring range based on performance over time. The maximum of the hiring range is reserved for candidates with the highest qualifications and relevant experience. The expected hiring salary ranges for this role are set forth below and may be modified in the future.
The target hiring range for this role is $72,000-$77,000.
Benefits
At the ASPCA, you don't have to choose between your passion and making a living. Our comprehensive benefits package helps ensure you can live a rewarding life at work and at home. Our benefits include, but are not limited to:
Affordable health coverage, including medical, employer-paid dental, and optional vision coverage.
Flexible time off that includes vacation time, sick and bereavement time, paid parental leave, 10 company paid holidays, and paid personal time off that allows you even more flexibility to observe the days that mean the most to you.
Competitive financial incentives and retirement savings including a 401(k) plan with generous employer contributions - we match dollar for dollar up to 4% and provide an additional 4% contribution toward your future each year.
Robust professional development opportunities including classes, on-the-job training, coaching and mentorship with industry-leading peers, internal mobility, opportunities to support in the field, and so much more.
For more information on our benefits offerings, visit our website.
Responsibilities:
Responsibilities will include, but are not limited to:
Asset Management & Accessibility (50%)
Maintain and manage the ASPCA's digital asset management (DAM) platform, ensuring assets are organized, searchable, and up to date
Create and enforce metadata standards, naming conventions, and organizational protocols that support ease of use and legal compliance
Track licensing, permissions, and usage rights for all visual content, ensuring assets are used appropriately and within scope
Regularly review and update asset categories, remove outdated materials, and upload new content in a timely and accurate manner
Leverage asset usage data and analytics to identify content trends, inform future asset needs, and guide strategic decisions about photo and video coverage.
Support content recaps and reporting efforts by tracking asset engagement and contributing to monthly activity summaries
Respond to internal photo and video requests, helping staff identify and access assets that align with their needs and brand guidelines
Promote awareness of the DAM platform and available content across departments through training, updates, and resource sharing
Contribute to spotlight collections, content packs, and campaign toolkits by identifying and organizing assets that align with organizational priorities.
Maintain clear records of asset usage and gaps in coverage, proactively identifying content needs based on organizational priorities
Photo + Video Production Support (40%)
Assist with photo and video capture for projects and events, as needed
Assist with preparing multimedia assets for distribution, including basic editing, formatting and exporting for use across platforms.
Ensure all content added to the library meets technical and brand standards
Build and maintain strong working relationships with creative, editorial, and program teams to understand content needs and workflows
Provide guidance on proper asset usage, file types, and export settings for digital and print channels
Provide training to staff on photo + video asset library and best practices
Additional Responsibilities (10%)
Participate in departmental planning and cross-functional initiatives.
Contribute to team brainstorming and creative ideation across marketing efforts.
Perform other duties as assigned in support of the organization's mission and storytelling goals.
Qualifications:
Familiarity with DAM platforms (preferably Widen) and a strong understanding of metadata, tagging, and asset workflows
Working knowledge of photo and video formats, file types, and usage best practices across digital platforms
Strong organizational skills and attention to detail, with the ability to manage multiple projects and priorities
Excellent communication and collaboration skills; comfortable working with cross-functional teams and providing training or support
Ability to take initiative, solve problems, and work independently
Basic photography and/or video capture and editing skills (Adobe Creative Suite, Lightroom, Photoshop, Bridge, Premiere Pro, etc.)
Passion for animal welfare and alignment with the ASPCA's mission
Exemplifies the ASPCA's Core Values:
Has Commitment and dedication to improving the lives of animals
Demonstrates Ownership and feels responsible for outcomes
Believes in Team - that we are stronger together
Seeks to Elevate others and reimagine what is possible
Focuses on Impact, specifically making change for animals
Work Experience:
At least 3 years of experience in digital asset management
3+ years in visual content production, or related role preferred, but not required
Experience working in a nonprofit or mission-driven organization is a plus, but not required.
Qualifications:
Language:
English
Education and Work Experience:
$72k-77k yearly 2d ago
Tax Manager
Councilor, Buchanan & Mitchell, P.C 3.7
Remote job
Councilor, Buchanan & Mitchell, P.C. (CBM), a leading accounting and business advisory firm serving clients across Washington, DC, Baltimore, and the Mid-Atlantic region, is currently seeking an experienced senior tax professional. The ideal candidate will have a minimum of six years of public accounting and tax experience and will work on compilation, review, and tax engagements - primarily for clients in the auto dealership industry. Remote work and flexible schedule are available. Anticipated start date for this position is early 2026.
Essential Functions
Manage tax related processes, procedures, and team
Prepare personal, corporate, estate, and trust tax returns, including more complex cases
Review and approve all returns, with the exception of those dealing with specialized issues requiring the expertise of another manager or director
Review tax accruals and associated working papers
Assume responsibility for the smooth flow of tax returns
Act as director-in-charge for a variety of clients, and act as key client for a variety of engagements
Bill and discuss fees with clients
Complete complex tax planning, including preparation of BNA projections
Analyze IRS notices and draft responses
Review IRS notice responses prepared by other tax personnel
Represent clients before the IRS
Communicate tax developments to the firm
Perform more complex tax research and review the research projects of others
Assist accounting and auditing staff members in client meetings
Delegate work to and supervise/manage work of tax staff, senior tax accountants, and tax supervisors
Participate in tax department administrative projects
Work with directors to establish standards for the tax staff and evaluate and counsel tax staff members
Act as a resource for tax team
Contribute to the client service team by producing quality work with quick turnaround and attentive service
Develop a general understanding of the firm\'s philosophy and tax opinions
Establish good working relationships with all directors and staff members
Other Functions
Possess time management and organization skills
Demonstrate industry expertise
Assist with recruitment and training of other tax department personnel
Develop an entrepreneurial approach to client service and develop good working relationships with client personnel
Maintain contacts with peers, develop a network of business contacts, meet with prospective clients, and cultivate referrals
Write articles and make presentations
Develop a broad general knowledge of economic, political, and business conditions
Accept volunteer positions in community organizations
Perform other duties as assigned
Job Qualifications
Bachelor\'s degree in accounting or another related program
Advanced degree (generally a law degree or a master\'s in taxation) is strongly desired
CPA certification
At least six years of recent relevant public accounting, tax, and review experience (experience with pass-through entities is preferred)
At least two years of management experience and the ability to lead and develop professional staff
Proficiency in the use of computers and tax software programs (Document, Engagement, CCH Suite - Axcess Tax, QuickBooks, etc.)
Ability to manage multiple client engagements and prioritize work
About CBM
At CBM, it is our goal to hire talented, energetic people who are enthusiastic about what they do. We offer a mentorship program to encourage individuals to grow professionally and develop in their careers. CBM offers today\'s accounting professionals opportunities for advancement in a fast-paced environment that allows for both professional success and work-life balance.
CBM offers a diverse, flexible work environment, and we are proud to offer a competitive salary, a comprehensive benefits package, growth opportunities, and a team-oriented environment.
Company Benefits
401(k) and Profit-Sharing Plan
10 Paid Holidays
Paid Time Off
Bereavement/Jury Duty Leave
Paid Parental Leave
FSA/Dependent Care
Life Insurance
Short and Long-Term Disability
Volunteer Community Service Day
Healthcare Benefits - medical, dental, vision & other programs
Paid Parking & Metro
S subsidized Employee Wellness and Fitness Program
Mentorship Program - Project Clear Path
Professional Training & Development
Tuition Reimbursement
CPA and Other Certifications Assistance
Professional Memberships
Business Casual Work Environment
Fun Firm Activities
CBM is an Equal Opportunity Employer dedicated to diversity and inclusion
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$80k-113k yearly est. 1d ago
Senior Manager, Tax (Remote)
Jazz Pharmaceuticals 4.8
Remote job
Brief Description
This position will be responsible for a variety of tax issues including preparation/review of federal, state, and local tax returns and income tax provision. Opportunities will also exist for exposure to various other specialty areas including: corporate income and franchise taxes, credits and incentives, sales/use/withholding taxes and other special projects. This role will be involved in day-to-day projects within the Tax team and will have the opportunity to work with other functional groups, including finance, human resources, legal, R&D and IT, as well as external advisors.
Essential Functions
Responsibilities for this position will include, but not be limited to, the following:
Preparation/review of federal/state/local income tax returns; including:
reconciling book to tax differences;
preparing state and local apportionment and state adjustment schedules; and
preparing and maintaining tax attribute schedules;
Preparation/review of federal and state income tax estimates and extensions;
Supervising information gathering for tax provisions and tax returns;
Preparation/review of quarterly and annual income tax provision, including:
current calculation;
maintaining deferred tax balances, uncertain tax positions, and TARF; and
other related schedules/memo and disclosures;
Preparation of tax account forecasts and monthly accruals;
Assist with research and supervision of responses to notices regarding federal, state, and local tax issues;
Providing support and/or manage IRS and state income/franchise tax audits;
Providing assistance with technical research on various tax issues;
Maintaining proper audit and compliance documentation;
Assist in the establishment of and ensures adherence to budgets, schedules, work plans, and performance requirements;
Assist in developing and mentoring other members of the Tax team; and
Assisting in ad hoc/special projects (e.g. Section 382 study, credit study, etc)as needed.
Required Knowledge, Skills, and Abilities
Highly organized with great attention to detail.
Self-starter, with an ability to work independently and as part of a team.
Ability to multi-task and handle a variety of tax assignments in a fast-paced environment including being flexible to geographic time zones.
Ability to prioritize tasks appropriately, meet deadlines, execute with accuracy and recognize when issues need escalation. Strong communication skills (written and verbal) and analytical skills.
Proficient in Excel, including pivot table and vlookup.
Responsibilities may require a work schedule that may include working outside of “normal” work hours, in order to meet business demands.
Required/Preferred Education and Licenses
Seven to nine years of recent experience in US corporate income tax with a combination of Big Four and multinational corporate tax department. Experience with ASC 740 is required. Preference will be given to candidates with Big 4 experience.
Bachelor's degree in Accounting or Business, or an equivalent combination of education and practical experience.
CPA preferred.
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$83k-114k yearly est. 4d ago
Senior Tax Manager - Remote with Bay Area Partnership Path
Atalnt LLC
Remote job
A forward-thinking accounting firm is seeking a Senior Tax Manager for a partnership track position. The role involves leading tax planning and consulting for diverse clients while managing relationships and mentoring staff. Candidates must hold an active CPA license and have over 10 years of tax accounting experience. This position offers remote flexibility with minimal travel. Join a culture that values entrepreneurship and work-life balance!
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A tax consulting firm is seeking a Senior Tax Manager in a fully remote role. You will provide tax compliance, consulting, and planning services primarily for high-net-worth individuals. The position requires a CPA and over 8 years of experience in tax planning, leadership skills, and a strong background in federal compliance. This role offers the opportunity to grow in a collaborative environment that values work/life balance, with competitive salary ranging from $122,300 to $231,870 based on qualifications.
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A professional services firm is seeking a Senior Tax Manager to provide tax compliance and consulting services primarily for high-net-worth individuals. This fully remote position requires 8+ years of experience in tax planning and a CPA certification. Responsibilities include leading client engagements, performing technical reviews of tax returns, and mentoring staff. The firm values flexibility and work/life balance, offering a supportive work environment with professional development opportunities.
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$72k-100k yearly est. 2d ago
Diversified Markets Portfolio Manager
Farm Credit Services of America 4.7
Remote job
We are seeking a Diversified Markets Portfolio Manager to join our Farm Credit family! This position supports the growth of an assigned portfolio by collaborating with Association leaders to manage a portfolio of capital markets clients through the lending process. Providing ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are exceeded. The portfolio Manager is responsible for client relationships as well as on-going lending and servicing support.
Responsibilities:
Credit Portfolio Management: The role involves supporting capital markets activities by collaborating in lending processes, preparing investor materials, and assisting with underwriting and syndication efforts. It also includes developing new business, expanding existing client relationships through research and judgment, ensuring consistent credit administration, and representing the organization at capital market events.
Credit Analysis & Administration: The role ensures adherence to credit policies and regulatory standards, maintains strong credit administration ratings, and conducts thorough applicant interviews using differential analysis. It involves assessing credit risk, making decisions within authority, staying current through training, and ensuring compliance with disclosure requirements for all loan types.
Portfolio Servicing: The role involves monitoring loan portfolios to ensure timely and sound servicing, conducting periodic reviews, gathering information for renewals, and making informed recommendations. It also includes identifying deteriorating credit conditions and performing risk assessments to suggest necessary adjustments.
Requirements:
• Education and/or experience equivalent to a Bachelor's degree in Business Administration, Agriculture Economics, Finance, Accounting, or related fields. MBA preferred.
• 3-7 years related work experience preferred
• Ability to communicate effectively with all levels of the organization
• Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the borrower and the Association
• Ability to travel within the assigned territory and occasional travel across the association
• Ability to work independently and as a team member under minimal supervision
• Excellent computer skills
• Focus on problem solving skills with solutions-driven results
• Current awareness of economic developments and production technology affecting agriculture in the region
Other Details:
AgSouth is an Equal Opportunity Employer, including veterans and individuals with disabilities.
Why AgSouth?
When you work here, you have an opportunity to make a difference for agriculture and rural communities. Part of the national Farm Credit System, we are an agricultural lending cooperative that provides loans for land, production agriculture, farm equipment, crop insurance, leasing, and home mortgages. Our $4 billion portfolio of customers and strong presence in local communities across North Carolina, South Carolina, and Georgia allow us to effectively serve our member-borrowers as the largest agricultural lender in the southeast.
At AgSouth, we value our employees and provide them room to grow both personally and professionally. If you're looking for more than just a job, consider joining the AgSouth family!
What can we offer you?
• Competitive pay, with paid vacation, holidays and sick leave, as well as paid time off for volunteering
• Corporate incentive plan with spot bonuses for top-notch work
• Medical, dental and vision insurance, as well as life and disability insurance
• Flexible spending and health savings accounts
• Generous 401(k) matching contributions, as well as additional employer contributions
• Reimbursement for approved higher education pursuits
• A wellness program for employees, which includes resources for a healthier lifestyle
• Corporate learning programs for professional development
• Other perks, such as employee discounts on select cell phone providers, computers, etc.
$104k-206k yearly est. Auto-Apply 60d+ ago
Portfolio Success Manager
Shipbob 3.8
Remote job
As a member of the ShipBob Team, you will...
Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob.
Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights.
Experience a High-Performance Culture and Clear Purpose: Our commitment to delivering results creates a goal-driven, high-performance culture where everyone is empowered to contribute to our mission with a clear understanding of their direct impact and accountability. We measure success in tangible ways, allowing each team member to see the positive outcomes of their work and celebrate shared victories.
Location: Remote in these states: AL, AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
Role Description:
The Portfolio Success Manager (PSM) brings premier account management strategy to their portfolio of enterprise level merchants at ShipBob. A PSM focuses on driving expansion solutions domestic and international, building executive level relationships and trusted partnership, and managing an account team and processes for smooth business operations. Their mission is not only to provide a world-class merchant experience, but also strategies and relationships that are built to last. A PSM will need to be comfortable running strategic in-person business reviews, innovating both externally with the client and internally within ShipBob to help the organization evolve with our top client's needs. Success for a PSM is building a robust account team and processes with SOPs and reporting capabilities, run and close complex expansion deals, and develop relationships and close partnership contracts at an executive level. This role reports to the Senior Manager, Merchant Success.
What you'll do:
Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience.
Manage a book of high revenue clients and grow their business within ShipBob.
Source and close expansion deals within your merchant book of business.
Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants.
Collaborate cross departmentally with multiple stakeholders.
Coach and build an effective account team to elevate the merchant experience through best-in-class communication, process management, and de-escalation.
Analyze merchant supply chains to identify performance opportunities, efficiencies, and risk mitigation strategies.
Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business.
Experience with data analytics - reviewing and utilizing data to make decisions.
Additional duties and responsibilities as necessary.
What you'll bring to the table:
8-10 years of experience in sales and merchant services in a related industry. Experience in ecommerce preferred.
Proven experience in business reviews with internal and external stakeholders, with confidence in presenting to C-suite executives.
Established ability to negotiate and deliver contractual partnership deals.
Demonstrated ability to manage and foster a positive team culture.
Ability to build consultative and executive-level customer relationships.
Excellent conflict resolution abilities and negotiation experience.
Advanced written and verbal communication skills.
Desire to work in a fast-paced environment.
Advanced experience in Microsoft Office Suite.
This role will require up to 15% of travel.
Perks & Benefits:
Medical, Dental, Vision & Basic Life Insurance
Paid Maternity/Parental Leave Program
Flexible Time Off Program
Paid Sick Leave
Wellness Days (1 day/quarter)
401K Match
Comprehensive Benefits Package >>> ********************************
See Our High-Performing Culture >>> Check us out on Instagram (@lifeatshipbob)
We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions.
About You:
The work we do at ShipBob is both challenging and rigorous, which means our environment isn't the right fit for everyone, and that's okay. We welcome energetic high performers who thrive in a dynamic, collaborative, results-driven environment. We value individuals who embrace accountability and humility, push boundaries, and are motivated by challenging work. Every team member, no matter their role or tenure, is expected to roll up their sleeves and tackle the complex problems we face in today's global supply chain.
Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (********************************culture/).
About Us:
ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob's proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob's dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago.
ShipBob provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis.
$93k-182k yearly est. Auto-Apply 7d ago
Portfolio Manager - Cash Flow Lending
Northwest Bank 4.8
Remote job
The Portfolio Manager, Cash Flow Lending role is responsible for the ongoing monitoring process for the Bank's commercial loans within the Cash Flow Lending vertical to ensure timely portfolio monitoring, accurate risk ratings, and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring, working under limited supervision.
Essential Functions
Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate
Responsible for the timeliness and accurate aggregated reporting of the Cash Flow Lending portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance
Engage with customers to gain a thorough understanding of the borrowers' business model, financial performance, and industry trends to effectively evaluate sources of repayment and accurately assign risk ratings
Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information
Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate.
Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements
Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance
Present analysis or address questions during credit discussions or presentations
Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds, including industry concentrations and leveraged finance exposure
Coordinate and conduct quarterly portfolio reviews to assess the overall performance and risk profile of the cash flow lending portfolio including leveraged lending exposure and distribution, asset quality metrics and trends, industry concentrations, top exposures, maturity profile, and pipeline.
Ensure compliance with Northwest's policies and procedures and applicable regulations
Complete other related duties as assigned in support of Credit Management's support function
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Education and Experience preferred
Bachelor's degree Accounting, Finance, Economics, or related degree
3-5 years of Commercial underwriting, public accounting, financial analysis, or credit risk management
This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day.
INDEPENDENCE, OH
6480 Rockside Woods Blvd S
Suite 345
Independence, OH 44131
COLUMBUS, OH
HQ
3 Easton Oval
Columbus, OH 43219
BUFFALO, NY
375 Essjay Road
Suite 100
Buffalo, NY 14221
MOUNT JOY, PA
101 East Main Street
Mount Joy, PA 17552
WARREN, PA
100 Liberty Street
Warren, PA 16365
ERIE, PA
800 State Street
Erie, PA 16501
PITTSBURGH, PA
Bellevue
532 Lincoln Avenue
Bellevue, PA 15202
FISHERS, IN
11 Municipal Drive
Suite 150
Fishers, IN 46037
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$102k-194k yearly est. Auto-Apply 60d+ ago
Applications Portfolio Manager - Microsoft Platforms
Michael Baker 4.6
Remote job
Michael Baker International is seeking an experienced “Application Portfolio Manager” as part of its IT organization. The Portfolio Lead will be accountable for operationalizing and strengthening the seamless exchange of knowledge across the enterprise through effective deployment of existing and new technologies, processes, and practices.
This portfolio manages the Microsoft 365 suite including SharePoint, Teams, Power Platform and other M365 based applications and project collaboration environments across all business units and corporate functions to help improve the speed and accuracy of project collaboration, operations, and reporting. Additionally, there are several Microsoft-based custom applications that are maintained within this portfolio.
Portfolio responsibility includes technology vision and best practice deployment and business process integration of the M365 suite of applications as well as CX and Marketing platforms.
The ability to form strong relationships with stakeholders, proactively manage risk, and facilitate high performing teams are essential in this role.
RESPONSIBILITES
Portfolio & Applications Management
Lead the full lifecycle of enterprise applications including the M365 stack that includes SharePoint, Teams, Power Platform as well as CX and Marketing platforms.
Build, manage, and set the direction of the Knowledge Management portfolio and its team members
Create, capture, organize, and assess knowledge assets for enterprise use.
Coordinate with cross-functional organizations to align KM strategy with broader organizational learning strategies.
Develop a robust technology roadmap for implementing knowledge management that builds upon industry best practices and leverages tooling and process advancements.
Promote the use of knowledge management tooling and processes to facilitate sharing of knowledge.
Build and drive the culture of knowledge sharing within site operations and serve as the advocate for KM initiatives within site operations.
Strategic analysis of the current knowledge environment and planning of a future knowledge/information architecture.
Translate business needs into long-term technical solutions to solve problems.
Apply industry best practices and standards, leading-edge technology, and innovative solutions to complex problems.
Lead and advise business users company-wide in the creation and maintenance of MS-SharePoint, MS-Groups and MS-Teams based intranet and project portal sites and coordinate maintenance/configuration/customization needs with in-house and/or third-party IT service providers.
Function as the Subject Matter Expert for Microsoft 365 tools and processes
Create and advertise use cases for Microsoft tools, and assist businesses in adoption
Provide support, training, and information to drive adoption and ensure professionals are successful in utilizing Microsoft 365 tools
Lead implementation of new tools, including project management and change management activities
Oversee end user support for Microsoft 365 and CX applications
Support, educate and assist business unit and Site Portal Administrator's management of content and layout within the SharePoint portal environment.
Collaborate with marketing and customer success teams to deliver personalized, data-driven experiences.
Team Development and Stakeholder Engagement
Meet with business decision makers to determine functional requirements and translate business and customer requirements into scalable solutions.
Partner with business process owners for development, maintenance, and analysis for future centralization of knowledge within the platform.
Mentor and develop KM and CX team members.
Foster a collaborative, high-performance environment focused on innovation and delivery.
Build strong relationships with business units, leaders, and IT partners to identify needs and deliver impactful solutions.
Operational Excellence
Ensure quality, compliance, and security across all managed applications and platforms.
Adoption: Roadmap, develop, coordinate, and manage implementation of enterprise SharePoint, Microsoft 365 and other tools and best practices.
Internal Processes: Lead information management process definition and implementation.
Enterprise Content Management: Provide support for enterprise content management consolidation and best practices-based toolset adoption.
Services Support: Work with business to manage information needs.
Training and Education: Create and provide administrator and end user sessions as necessary to support appropriate tool use.
PROFESSIONAL REQUIREMENTS
Bachelor's degree in Computer Science, Information Technology, or related field.
10+ years of progressive experience in IT, portal, content management, .com sites and/or engineering applications, including leading large-scale projects and initiatives in a complex organization.
Expertise in M365, SharePoint, Power Platform as well as varied CX and Content Technologies.
Proven experience defining and executing Knowledge, Document Management and Marketing strategies at scale.
Strong background in business analysis, solution architecture, and portfolio management.
Experience managing cross-functional teams and external partners.
Excellent communication, presentation, and stakeholder management skills.
Demonstrated ability to drive adoption and deliver measurable results.
PREFERRED QUALIFICATIONS
Experience in the Architectural, Engineering, and Consulting (AEC) industry.
Supervisory and training experience.
Application portfolio management in complex, multi-business environments.
COMPENSATION
The approximate compensation range for this position is $140,000- $180,000. This compensation range is a good-faith estimate for the position at the time of posting. Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location.
BENEFITS
We offer a comprehensive benefits package including:
Medical, dental, vision insurance
401 (k) Retirement Plan
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Life, AD&D, short-term, and long-term disability
Professional and personal development
Generous paid time off
Commuter and wellness benefits
#LI-KR2 #LI-REMOTE
$140k-180k yearly Auto-Apply 60d+ ago
Portfolio Manager (Product & Tech)
Paylocity 4.3
Remote job
Job DescriptionDescription:
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
Help Paylocity enhance communication and enable employees to connect, collaborate, and create from anywhere with a position in Product & Technology!
Want to develop the strategies and principles needed to deliver compelling software? Join our team and help us enhance our all-in-one software platform, elevate our one-of-a-kind technology, and improve the employee experience.
Take your career to the next level at one of G2's Top 100 Software Companies. Explore our Product & Technology positions to see where you fit!
This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary.
The Paylocity Program Management community is pioneering technologies to bring businesses closer together at a global scale. Our team's mission is to enable Product & Technology to close the gaps between current performance and our short & long-term company goals. The Portfolio Program Manager will partner with Area Vice Presidents, Product and Engineering leads to prioritize and align roadmap efforts to company objectives and outcomes.
You will be responsible for guiding high-level goals and roadmaps, monitoring and communicating progress for a specific Product Area. Teams span across product, engineering, design, infrastructure, IT, marketing, ops, sales and more.
Portfolio Program Manager Responsibilities
Portfolio Management: The primary responsibility is to manage the portfolio of projects, ensuring that they align with the organization's strategic objectives. This includes selecting and prioritizing projects based on their potential value and alignment with business goals.
Resource Allocation: Allocate resources across various projects within product area. This involves balancing the needs of different projects and ensuring that resources are used effectively.
Governance and Monitoring: Establish and enforce Program Management Office framework, processes, and standards for managing the portfolio. Monitor roadmap adherence and project health using tools like dashboards and reports, and track progress, outcomes, and risks associated with each project.
Metrics and Reporting: Tracking and reporting on projects and programs within the Portfolio. Program Managers will report on individual projects and programs and will report up to the Portfolio Manager to enable holistic portfolio reporting on total initiatives, launch dates, risks, resource constraints, milestones and critical dates. Reporting and dashboarding is completed in Jira, therefore a strong background in Atlassian is required.
Stakeholder Engagement: Communicate the portfolio vision, scope, outcomes, status and health to stakeholders. This includes managing relationships with key stakeholders and reporting to technical, business, and executive audiences on project and portfolio performance, roadmap adherence, risks and mitigation, dependencies and issues.
Defining Vision and Scope: Define the vision and scope of the portfolio, including setting criteria for project selection and evaluation. This involves identifying projects that fit the organization's mission and objectives.
Risk Management: Identify and mitigate risks that could impact the portfolio's success. This includes assessing the risks associated with individual projects and the portfolio as a whole.
Continuous Improvement: Evaluate program management office framework and project success to identify and implement strategies for improvement. This may include developing new processes or tooling, improving existing processes, or improving routines and cadences.
Minimum Qualifications:
7+ years of Program Management experience
Experience working in Product and Software Development
Experience delivering tech programs or products from inception to delivery.
Experience operating autonomously across multiple teams, demonstrated critical thinking, and thought leadership.
Communication experience and experience working with technical management teams to develop systems, solutions, and products.
Organizational, coordination and multi-tasking experience.
Analytical and problem-solving experience with large-scale systems.
Experience establishing work relationships across multi-disciplinary teams and multiple partners in different time zones.
Experience working with product teams to build and deliver end-to-end customer focused products with technical knowledge of the underlying platforms and technologies.
Experience with Jira and Smartsheet
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
The base pay range for this position is $114k - $170k/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via **************************
Requirements:
$114k-170k yearly 1d ago
Portfolio Manager
Pennington Partners and Co 4.2
Remote job
About the Company
Founded in 2016, Pennington Partners is building a premier financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families.
Our culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and challenge ourselves every day. We are an ensemble of exceptional professionals with multi-disciplinary backgrounds who value independent judgment, integrity, and fresh ideas. While the firm is gaining scale and institutional structure, we remain committed to our entrepreneurial culture, agility, and flexibility.
About the Position
Working with some of the most successful families in the country brings with it a commitment to Client Service and Portfolio Management excellence, this position at Pennington is the face of Portfolio Management excellence and engagement with our Operating Partner Families in different markets across the United States.
This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success. They understand how clear, concise communication combined with reliable execution and follow-through play an important part of our success as a firm.
What You'll Do
Leading the analysis of the client portfolios, and interfacing with clients to discuss updates.
Researching alternative portfolio allocations and proposing methods to improve our existing client reporting processes.
Monitoring and managing existing investments to ensure compliance with the terms of the investments and with client investment policy statements.
Participating in the Portfolio initiatives that evaluate and improve the asset allocation process of the firm's investment committee, including conducting research into new alternatives strategies.
Utilizing relationships with general partners and other investment professionals to monitor fund developments; designing reports to track markets investment and other activity; and assisting in developing agendas for investment conferences and other events.
Performing related assignments or special projects as may be required.
What You'll Need
Minimum of a BA/BS degree. Graduate degree preferred, not required.
CFA or CPWA accredited certifications are required.
Highly motivated and an ability to work in an entrepreneurial environment.
5+ years of experience in finance, preferably at a private investment firm, investment advisory firm, or investment research consultant.
Demonstrated skills interfacing with clients and a passion for improving their lives.
Strong written and verbal communication skills, including ability to succinctly explain complex ideas.
Ability to multi-task, thrive and adapt in a dynamic, fast-paced environment.
Extraordinary organizational and project management skills.
What You'll Get.
We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World).
Salary - Competitive compensation (base salary + target bonus)
Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement.
Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage.
Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.
EQUAL EMPLOYMENT OPPORTUNITY
It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
$102k-172k yearly est. 60d+ ago
Senior Investment Analyst
Legalist
Remote job
Intro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
Core responsibilities:
Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members
Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures
Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments
Partner with the origination team to identify, evaluate, and help close target counterparties
Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
Strong written and verbal communication skills with both technical and non-technical stakeholders
Thrives in a fast-paced, growth-oriented environment
$82k-143k yearly est. Auto-Apply 2d ago
Growth and Portfolio Manager - MRO
GE Aerospace 4.8
Remote job
SummaryThe Growth & Portfolio ManagementManager will partner directly with the Growth & Portfolio Management Leader for ATMRO to support GE Aerospace's aggressive growth objectives, including expanding shop visit capacity and scaling OE engine output. This role will serve as a critical thought partner and execution lead, supporting inorganic growth initiatives, portfolio analytics, and operational planning across the ATMRO network.
The ideal candidate is highly analytical, structured, and comfortable operating at the intersection of strategy, M&A, and operations, with strong ownership of models, data, and executive-facing analyses.Job Description
Roles and Responsibilities
Strategy, Analytics & Decision Support
Develop and refine analytical models to support ATMRO growth initiatives, including capacity expansion, M&A business cases, and portfolio trade-off decisions.
Analyze complex operational, financial, and market data to generate insights on network performance, capacity constraints, and growth opportunities.
Prepare clear, executive-ready materials to support strategy discussions, operating reviews, and investment decisions.
M&A, Portfolio & Inorganic Growth Support
Support identification, screening, and evaluation of acquisition targets, joint ventures, and strategic partnerships aligned with ATMRO growth objectives.
Assist in financial, operational, and strategic due diligence, including market sizing, synergy modeling, and integration planning.
Help track deal pipelines, portfolio performance, and post-transaction value capture initiatives.
Operational Planning & Network Optimization
Support multi-year capacity planning for shop visits and OE engine output, including scenario modeling and sensitivity analyses.
Partner with operations, finance, and supply chain teams to translate growth plans into executable roadmaps.
Help define and track KPIs to measure the impact of growth initiatives on throughput, cost, quality, and delivery.
Facilitation & Execution
Plan and facilitate working sessions, leadership workshops, and cross-functional reviews related to growth strategy, portfolio priorities, and execution planning.
Coordinate inputs across functions (operations, finance, legal, engineering, HR) to ensure alignment and follow-through.
Drive structured problem-solving using lean and continuous improvement methodologies (Kaizen, Kata, Hoshin Kanri).
Qualifications
Basic Qualifications
Bachelor's degree in Engineering, Business, Economics, Operations, or a related field.
5+ years of experience in strategy, management consulting, corporate development, portfolio management, or operations analytics.
Strong financial modeling, analytical, and problem-solving skills.
Experience building executive-level presentations and synthesizing complex analyses into clear recommendations.
Preferred Qualifications
Experience in aerospace, aviation MRO, industrial services, or advanced manufacturing.
Exposure to M&A, due diligence, or post-merger integration work.
Background in top-tier consulting, corporate strategy, PE portfolio operations, or internal GE strategy roles.
Familiarity with lean and continuous improvement methodologies.
Advanced Excel / modeling skills; experience with data tools (Tableau, Alteryx, SQL, Python) a plus.
Characteristics of a Successful Candidate
Highly structured thinker with strong attention to detail.
Comfortable working in ambiguity and solving open-ended problems.
Strong communicator who can influence without authority.
Bias toward action and ownership; thrives as a close partner to senior leadership.
Curious, learning-oriented, and motivated by building scalable growth platforms.
Why This Role Matters
This role offers a unique opportunity to work directly with senior ATMRO leadership on high-impact growth and investment decisions that shape the future of GE Aerospace's global MRO network. The position provides significant exposure to executive leadership, complex deal environments, and large-scale operational transformation - with a clear path to broader leadership roles over time.
GE Aerospace offers comprehensive benefits and programs to support your health and, along with programs like HealthAhead, your physical, emotional, financial and social wellbeing. Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach from GE Aerospace; and the Employee Assistance Program, which provides 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Aerospace Retirement Savings Plan, a 401(k) savings plan with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness.
GE Aerospace (General Electric Company or the Company) and its affiliates each sponsor certain employee benefit plans or programs (i.e., is a “Sponsor”). Each Sponsor reserves the right to terminate, amend, suspend, replace or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual.
Additional Information
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: No
#LI-Remote - This is a remote position