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  • Asset Manager

    Insight Global

    Investor job in Columbus, OH

    Title : Forklift Asset Manager Travel : 25% Salary : $95,000 - $135,000 Must Haves : 5 years in Manufacturing Environment Experience as a Reliability Engineer Program Manager Experience - with technical / mechanical skills Heavy Equipment Experience INTEGRITY - willing to go out with the team and create relationships Job Summary : Primary Job Responsibilities: Ownership of the ADS Forklift Program Serve as the primary leader of ADS's Forklift Program, overseeing a fleet of more than 700 powered industrial vehicles and material handling assets. Responsible for driving strategic initiatives that enhance operational performance, ensure regulatory compliance, and strengthen vendor relationships across the enterprise. Preventative Maintenance & Work Order Management Build and sustain robust preventative maintenance protocols while supporting work order systems to ensure timely and effective service delivery. Powered Industrial Material Handling Equipment Lifecycle Management Oversee asset creation and ensure accurate preventative maintenance scheduling in compliance with Fixed Asset accounting standards. Vendor & Predictive Service Coordination Collaborate with key vendors to ensure optimal asset performance and reliability across all sites. Cross-Functional Support Provide support across the ADS network, fostering a culture of collaboration and continuous improvement. Safety Program Integration Partner with site teams and safety leaders to implement proactive safety measures and ensure compliance with company standards for mobile equipment. Data-Driven Decision Making Analyze maintenance and asset data to identify trends, forecast needs, and drive strategic improvements. SOP Development & Training Draft and publish standard operating procedures for program initiatives, and lead training efforts to ensure consistent execution. Vendor Relationship Management Cultivate and maintain strategic partnerships with service providers to enhance reliability and innovation. Continuous Improvement Leadership Drive the implementation of PM programs and initiatives through a continuous improvement lens, ensuring long-term sustainability and effectiveness. Reporting & Initiative Tracking Provide clear and actionable reporting on key initiatives, including special projects, asset history, and equipment performance metrics. Job Skills: Fleet Maintenance Program Leadership Proven experience managing comprehensive forklift and material handling equipment programs to ensure uptime and safety. Operational Expertise comprehensive understanding of manufacturing operations and material handling systems across diverse industrial environments. Telematics System Integration Hands-on experience implementing and supporting telematics solutions to optimize fleet performance and data-driven decision-making. Project Management Strong ability to lead cross-functional projects, manage timelines, and deliver results aligned with business goals. Communication Skills Excellent verbal and written communication, enabling effective collaboration with internal teams and external partners. Problem Solving & Root Cause Analysis Skilled in diagnosing complex issues and implementing sustainable solutions to improve fleet reliability. CMMS & Maintenance Software Proficiency Fluent in computerized maintenance management systems (CMMS) and other digital tools for asset tracking and service scheduling. Business Software Expertise Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint) and other business analytics tools. Vendor Relations Experienced in managing vendor partnerships and ensuring service quality and cost efficiency. Capital Investment Justification Ability to develop detailed business case models to support strategic capital investments in fleet assets.
    $95k-135k yearly 4d ago
  • Diversified Markets Portfolio Manager

    Farm Credit Services of America 4.7company rating

    Remote investor 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 28d ago
  • Investor Community Manager/Lead

    Public.com 4.2company rating

    Remote investor job

    About Us: Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it's raised over $400M from investors like Accel and Tiger Global. The Role Public is looking for an Investor Community Manager to be our front-line presence across social media and online investing communities. You'll engage directly with investors, creators, and market voices to elevate Public's profile, spark authentic conversations, and generate leads for our growth team. This isn't a social media content role - it's active participation. You'll be out in the wild where investors actually talk, from X (Twitter) and LinkedIn to Discord, Reddit, and niche finance communities. You'll help shape Public's reputation among traders and investors by being part of the conversation, bringing others on our team into the mix when their voices add value, and ensuring Public shows up where our investors (and future investors) are. To put it plainly: we need somebody that in their personal life loves social media and loves the world of investing, markets, economics and can leverage that for success in this role. What You'll Do Engage directly with investors online: Join conversations across X, LinkedIn, Reddit, and more - sharing insights, perspectives, and commentary that reflect Public's mission and expertise. Raise Public's profile: Proactively participate in trending finance discussions, comment threads, and creator communities where Public should have a voice. Activate internal voices: Tag in and collaborate across the Public team to jump into relevant conversations. Support lead generation: Identify and surface high-value connections and potential partners for the growth team. Track performance: Measure engagement, sentiment, and lead outcomes from proactive community activity. Who You Are A natural conversationalist who thrives in fast-moving online spaces. An active investor who markets, and is deeply familiar with the language of trading communities. Equally comfortable chatting with a retail investor, creator, or institutional voice. Authentic, personable, and genuinely curious. You care about connecting, not just posting. Self-directed and proactive, owning opportunities to engage with investors across channels. Strategic thinker who can balance community building with tangible growth impact. Experience Experience in community management, social engagement, or growth roles, ideally in fintech, investing, or trading. Solid understanding of markets, trading platforms, and investor culture. Strong writing and communication skills with an authentic, human voice. Comfortable navigating analytics to understand what's working and where to lean in further. Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.
    $95k-181k yearly est. Auto-Apply 55d ago
  • Investment Manager

    Legalist

    Remote investor 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. We are looking for an Investment Manager to join our growing investment team. You'll be responsible for leading and driving sales engagement and should be highly motivated to solve critical challenges facing our counterparties. If you're looking to take your career to the next level and join a collaborative, dynamic company, this opportunity from Legalist could be the one for you. Core responsibilities: Pursue revenue boosting opportunities in multiple channels such as direct prospecting, lead follow-up, networking, and partner / channel relationships. Design, develop, and execute on mutual action plans to form a winning closing strategies. Form value propositions to prospective partners that appeal to their needs and requirements, eventually growing the professional relationship and further anticipating business needs. Harmonize efforts with other functional teams in the organization. You'll be more effective at your job over time, as you learn the answers to questions without having to ask the rest of the team. Build and maintain relationships with partners and third parties to increase Legalist's opportunities. Required experience for this role: Bachelor's Degree in Business, Communication, or related field desirable or equivalent experience from an accredited institution. 1 - 2 years experience in an Inside Sales/Business Development position. Strong verbal and written communication skills. Self-driven, results-oriented with a positive outlook and a clear focus on high quality and business profit. Excellent time management and organizational skills.
    $87k-153k yearly est. Auto-Apply 60d+ ago
  • HD Power Outage Management - Customer Portfolio Manager - CPM CS

    GE Vernova

    Remote investor job

    SummaryThrough relentless innovation and continuous collaboration with our customers, GE Gas Power, part of GE Vernova, is providing more advanced, cleaner, and efficient power that people depend on today and building the energy technologies of the future. What Impact you'll make: As the Site Customer Portfolio Manager located at our Client's site in the greater area of Corpus Christi South Texas with a dynamic customer base you will need to demonstrate accountability for functional, business, and broad company objectives for Gas Power within GE VERNOVA. You will be responsible for the profitability and customer satisfaction for assigned contract/s and customer obligations, fulfill service agreement obligations, fixed price, material program management, and interact with members of the customer service, parts and transactional services, field service, repair service, and/or other teams. Your high levels of operational judgment are required to achieve objectives under our SQDC principles. The role is subject to operating policy objectives. There is moderate autonomy within the role. High levels of operational judgment are required to achieve outcomes required.Job Description What you'll do As the Customer Portfolio Manager, you will serve as a liaison between internal/external organizations and your assigned customer(s), own the customer relationship, customer communication and contribute to the overall business strategy inclusive of the P&L's and Growth Opportunity for this Portfolio located in Corpus Christi. Develop and own site customer communication plan, coordinate and facilitate regular "Customer meetings" reviewing open items and action plans and reviewing existing and new GE Vernova products/services that could provide value for the customer at the site. Oversee Gas Power warranty and applicable commercial considerations including concessions as they arise balancing maximum benefits for the customer and GEV. Be responsible for developing outage scope/communicating scope to the field services team. Be responsible for outage/non-outage parts planning including requests for quotes, providing quotes to customers, placing/managing parts orders through delivery, and invoicing for parts as applicable. Provide leadership in owning and driving all emergent/forced outage matters to resolution. Prepare, organize, and facilitate pre-outage planning meetings, post-outage meetings and outage milestone meetings including On-Site Repairs and Part and Component Repairs performed in GRS addressing repairs issues in the GEV network. Own contract leadership and fulfillment including all project deliverables and understanding the T&Cs and contract requirements such as LD & Bonus structure. What you'll bring: (Basic Qualifications) Bachelor's Degree from an accredited University (OR an Associates degree from a college or 7 years of experience in a power generation industry) Minimum of 7+ years of Outage Management with Technical Field knowledge of Heavy Duty Gas Turbine/and or Steam Power Equipment experience What will make you stand out: You have a passion for leading by example with exceptional communication skills, time management and leadership in a proactive service environment. Including excellent Presentation skills with advanced knowledge in Microsoft tools such as excel, and Power Point is strongly desired You are someone who brings vision for Lean Standard Work/Process Improvement with high level of operational judgment to achieve the position's objectives Other Eligibility Requirement: National Relocation offered to Texas US area only Must be legally authorized to work in the United States No Sponsorship nor is Immigration service offered This position also requires inter-company travel up to 50% of the time. Benefits Available to You GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: ******************************************************* Our compensation & benefits are designed to help you manage your personal and family needs, while rewarding high performers. We offer a robust benefits package depending on your employment status and your national requirements. A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today. GE invests to provide opportunities to grow your career by providing a path for continued on-the-job learning and development. Inclusion & Diversity At GE, we believe in the value of your unique identity, background, and experiences. We are committed to fostering an inclusive culture, where everyone feels empowered to do their best work because they feel accepted, respected and that they belong. About GE Gas Power GE Gas Power engineer's cleaner, more accessible energy that people depend on, powering growth and prosperity for people everywhere. Our leading technologies produce a third of the world's electricity thanks to our talented people, who make gas work for our customers, stakeholders, and the world. Through relentless innovation and continuous partnership with our customers, we are building the energy technologies of the future and providing the cleaner, more efficient power people depend on today. For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $119,600 - $199,400 USD Annual. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, geographic location, and skill set. This position is also eligible for a 15% annual performance bonus. This position will stay open on the career website until at least 11/8/2025. The Company pays a geographic differential of 110%,120% or 130% of salary in certain areas of the USA. Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling, and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity 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. General Electric Company, Ropcor, Inc., their successors, and in some cases their 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. GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova 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 Vernova 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: Yes #LI-Remote - This is a remote position Application Deadline: December 06, 2025For candidates applying to a U.S. based position, the pay range for this position is between $119,600.00 and $199,400.00. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set.Bonus eligibility: discretionary annual bonus.This posting is expected to remain open for at least seven days after it was posted on November 18, 2025.Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability benefits, life insurance, 12 paid holidays, and permissive time off.GE Vernova Inc. or its affiliates (collectively or individually, “GE Vernova”) sponsor certain employee benefit plans or programs GE Vernova 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 GE Vernova welfare benefit plan or program. This document does not create a contract of employment with any individual.
    $119.6k-199.4k yearly Auto-Apply 17d ago
  • Portfolio Manager

    Whitecase

    Remote investor job

    Portfolio Manager Firm SummaryWhite & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide. Our long history as an international firm means we are perfectly placed to help our clients resolve their most complex legal challenges wherever they may be. With lawyers operating from more than 40 locations, working in virtually every country of the world, we have invested heavily in building a high-quality full-service practice competing at the top of the market. We are distinguished by our on-the-ground presence in the world's key financial markets and our strengths in handling complex cross-border work. It's not just about our global network of offices; it's the global interconnectedness of the Firm that our people, and our clients, value most. We work well together across geographic and practice boundaries. It's one of the reasons we attract and retain cross-border work. Our lawyers are globally minded, enterprising, collaborative and committed to excellence. Our people represent 90 nationalities and speak 80 languages. Our Functional AreaTechnology at White & Case plays a key role in enabling our lawyers is practicing law around the world. Our team comprises of three functions: Business Services - who maintain, develop and support our enterprise systems, Operations - who design, build and support our communications and data centre operations, and Support Services - who provide desktop, meeting and training support in the Firm's offices. Together we support our lawyers with leading edge technology and systems to deliver elite legal and best-in-class client service. Globally-minded, our team covers a range of technical disciplines and business skill sets. This encompasses from business analysts, data architects, application developers and engineering staff covering range of technologies that include virtualisation, cloud, networking, storage, collaboration services and security. We deploy the latest technology and hardware within our state of the art offices. Our technical support staff support and train our people on the latest hardware and operating systems, remote working capability and mobile devices. Our Shared Services centres provide Service Desk and Operation Centres that providing support and monitoring of Firm systems 24 x 7. Working closely with our business services colleagues in support of the Firm's Finance, HR, Marketing and KM Information Technology systems Drawing, Global Technology Services is at the heart of the Firm's global operations. Position SummaryThe Portfolio Manager is a key leader within the Technology Portfolio Team, responsible for managing and organizing the portfolio of initiatives that support the Infrastructure Operations unit. This unit delivers essential services across server and virtualization, storage, business continuity, identity and access management, automation, system monitoring, and IT operations platforms including messaging and collaboration systems. The Portfolio Manager leads the planning and execution of a dynamic mix of projects, programs, and business-as-usual (BAU) activities. This role plays a critical part in aligning delivery to strategic objectives, fostering cross-functional collaboration, and advancing operational excellence across the portfolio. Duties and Accountabilities1General Responsibilities:Collaborate with the Infrastructure Operations portfolio owner to define portfolio objectives, priorities, and execution strategies aligned with business and technology goals. Provide oversight and coordination across multiple projects and programs to ensure alignment with the overarching portfolio vision, managing dependencies, mitigating risks, and maintaining delivery focus. Serve as the primary liaison between project managers, program managers, product owners, governance forums, and technical teams to monitor initiative performance, resource allocation, and issue resolution. Establish and deliver consistent portfolio-level performance, risk, and progress reporting to governance boards and senior leadership. Lead portfolio governance activities, including steering committee participation, prioritization forums, and stakeholder communication. Support financial and resource planning processes, including collaboration with finance teams to manage annual budgets and capacity plans. Drive collaboration across technology and business teams to identify and address interdependencies, reduce redundancies, and foster synergies across infrastructure-related initiatives. Represent the portfolio in cross-portfolio coordination efforts, sharing best practices and aligning with other Portfolio Managers on firmwide strategies and standards. Ensure adherence to PMO methodologies and maintain high standards for project documentation, reporting, and delivery metrics. Supervisory Responsibilities:Guide and support the work of project and program managers delivering initiatives within the Infrastructure Operations portfolio. Promote effective team collaboration and alignment with delivery expectations. Support performance management, mentorship, and continuous improvement within the Portfolio team. Required Skills and Abilities:Proven experience in managing infrastructure-focused portfolios, including virtualization, storage, identity & access management, and operations platforms. Strong portfolio, program, and project management capabilities with the ability to manage across strategic, operational, and BAU streams. Experience in portfolio financial planning, reporting, and resource capacity management. Strong leadership, organizational, and stakeholder engagement skills. Deep understanding of IT service delivery, infrastructure dependencies, and operational excellence frameworks. Familiarity with both Agile and Waterfall delivery methodologies. QualificationsPMP or equivalent project management certification. 10+ years of experience in IT project/program management; 5+ years in infrastructure or IT operations environments. Bachelor's degree in Engineering, Information Technology, or a related field. Demonstrated success in cross-functional collaboration and enterprise-level portfolio delivery. Strong proficiency in Microsoft Project, Excel, PowerPoint, and reporting tools. Location & ReportingThis role is based in our New York or in Tampa office Our standard office hours are 09:30am - 5:30pmThis role reports to the Senior Manager, Portfolio OperationsNote to Recruitment AgenciesOur Internal Recruitment team are responsible for all end-to-end lateral recruitment process. All agencies must sign White & Case terms of business which are often specific. Candidates submitted by an agency without terms of business agreed with the appropriate office, and/or outside of our online application tracking system, will not be considered a formal introduction. Any applications and CVs sent directly to White & Case Partners and employees will not be accepted as formal introductions. If you have any questions, please contact the Americas Lateral Recruitment team. Equal OpportunitiesWhite & Case is an Equal Employment Opportunity (EEO) employer and is committed to creating a diverse and inclusive workplace. It is our Firm's policy to recruit, employ, train, compensate and promote without regard to race, color, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law. Applicants who are interested in applying for a position and require an accommodation during the process should contact talent. acquisition@whitecase. com. BenefitsWhite & Case LLP offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, vacation time, and leave programs (including parental leave). Exempt roles are also performance bonus eligible. The firm may modify and amend this job description at any time in its sole discretion. Nothing herein creates a contract of employment or modifies the at-will nature of employment Primary Location: United States-New York Other Locations: United States-Tampa Expected Workplace: Onsite Job Posting: Nov 4, 2025, 8:12:04 PM Salary range for New York market: 93,000 - 240,000 US Dollars (USD) YearlySalary range in other markets will vary Refer a friend for this job Tell us about a friend who might be interested in this job. All privacy rights will be protected. Refer a friend
    $106k-186k yearly est. Auto-Apply 23h ago
  • Systematic Portfolio Manager - Crypto / CeFi

    Elliot Partnership

    Remote investor job

    Crypto Portfolio Manager | Senior Crypto Quant Trader Cryptocurrency trading | Digital Assets | CeFi | Systematic Trading NYC or US based (remote) A stealth mode systematic crypto trading firm is looking to add a Portfolio Manager / Senior Quant Trader to its ranks. The firm is led and backed by the biggest names on the Street and the founders have decades of experience. This is a rare opportunity to join a growing A-team with incredible talent density, meritocratic culture, no politics and razor-sharp focus on outcome. They are seeking a demonstrably strong candidate with leading knowledge of the digital assets market to implement a fully systematic or grey box strategy, managing a mostly CeFi oriented crypto portfolio of spot and/or perps. The candidate will be expected to have a systematic trading track record of at least 2 years with a sharpe above 2.5. Pay-out is top of the industry on a PnL basis. The successful candidate will also receive: Access to Capital and high % pay-out Interesting team growth opportunity Collaborative culture Required: Detailed CV and Investment process plan Min 2 year track record of risk adjusted returns Sharpe ratio above 2 PM must have managed live capital of minimum $5m BSc / MSc in Quant Math or Science discipline
    $106k-186k yearly est. 60d+ ago
  • Portfolio Manager

    Mercor

    Remote investor job

    Job Description Mercor is hiring on behalf of a frontier AI investment lab pioneering the integration of machine learning, data analytics, and active portfolio management. The Lab blends quantitative research, fundamental analysis, and AI-powered modeling to identify market inefficiencies and consistently generate alpha. We're seeking an experienced Portfolio Manager to lead investment strategy design, portfolio construction, and risk oversight within this cutting-edge environment where AI and human judgment converge. Role Overview As Portfolio Manager, you'll be responsible for developing, executing, and managing investment strategies supported by advanced AI tools and a world-class research team. This is a remote, flexible opportunity (20-30 hrs/week) suited for experienced PMs who want to leverage AI-driven insights while maintaining autonomy and work-life balance. Responsibilities Design and execute portfolio strategies that integrate both fundamental and AI-generated insights. Manage portfolio construction, optimization, and risk analytics to ensure consistent performance. Monitor and analyze portfolio attribution, exposures, and performance metrics across asset classes. Collaborate with data scientists and engineers to refine quantitative models and signals. Lead and mentor analysts, fostering a culture of analytical rigor and innovation. Communicate investment outlooks, performance updates, and strategy rationale to stakeholders. Qualifications 8+ years of experience in investment management, including 5+ years as a lead or co-Portfolio Manager. Proven track record of alpha generation and strong risk-adjusted performance. Expertise in portfolio optimization, asset allocation, and factor analysis. Skilled in Bloomberg, FactSet, and portfolio analytics tools; familiarity with Python, R, or quant methods preferred. Exceptional leadership and communication skills; collaborative, data-driven mindset. CFA, MBA, or equivalent quantitative background strongly preferred. Why Join Flexible, 20-30 hour/week schedule - ideal for experienced PMs seeking high-impact, part-time engagement. Gain exposure to AI-assisted investing, working alongside engineers, quants, and researchers. Help shape next-generation portfolio strategies that blend human intuition with machine intelligence. Work remotely with a global, fast-moving team driving innovation at the intersection of finance and frontier technology. Opportunity to mentor emerging analysts and influence how AI transforms asset management.
    $106k-186k yearly est. 18d ago
  • Applications Portfolio Manager - Microsoft Platforms

    Michael Baker 4.6company rating

    Remote investor 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 20d ago
  • Equipment Finance Portfolio Manager (remote or onsite)

    Northwest Bank 4.8company rating

    Remote investor job

    The Equipment Finance Portfolio Manager is responsible for the ongoing monitoring process for the Bank's Commercial loans associated with the Equipment Finance vertical, to ensure timely and accurate risk ratings and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Equipment Finance Senior Account Executives, 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 reporting of the commercial 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, regularly, to discuss operating performance and business results including covenant compliance. Gain a thorough understanding of the borrowers' business model and industry trends to effectively evaluate sources of repayment and accurately assign risk rating. 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. Liaison between Equipment Finance Senior Account Executives, Credit Risk, the Underwriting Team and Special Assets to ensure necessary credit approvals are obtained and appropriately documented and loan operating system reflects accurate commercial loan data. Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds. 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 + Experience preferred Bachelor's degree in Bachelor's Degree in Accounting, Finance, Economics, or related discipline 3-5 years of relevant experience in Commercial Lending as a Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with moderate to complex loans and documentation. Equipment Finance experience 3-5 years of experience in commercial credit or public accounting 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 Pittsburgh Business Office 525 William Penn Place Suite 3550 Pittsburgh, PA 15222 FISHERS, IN 11 Municipal Drive Suite 150 Fishers, IN 46037 #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $102k-194k yearly est. Auto-Apply 57d ago
  • Portfolio Manager, NextGear Capital (San Francisco and Bay Area, CA)

    Cox Holdings, Inc. 4.4company rating

    Remote investor job

    Company Cox Automotive - USA Job Family Group Customer Care Group Job Profile Portfolio Manager III - NGC Management Level Individual Contributor Flexible Work Option Can work remotely but need to live in the specified city, state, or region Travel % Yes, 75% of the time Work Shift Day Compensation Compensation includes a base salary of $104,600.00 - $157,000.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program. Job Description Job Summary The Portfolio Manager manages and grows a portfolio of dealer clients across the San Francisco, CA territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying and mitigating pre-default account risk, and supporting post-default collections on defaulted accounts. Candidates must live within assigned San Francisco Metro, CA Territory: San Francisco, San Leandro, Oakland, San Bruno, Fremont, Hayward, Union City, Sunnyvale, Burlingame, Belmont, Newark, San Mateo. Responsibilities Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000 by acting as floor plan subject matter expert to their portfolio of clients. Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually by collaborating with internal partners to drive revenue and maximize profitability through prudent account management, controlled growth and risk mitigation. Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies and expectations. Collect and analyze client financial information and various internal reports and dashboards to assess and monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk. Utilize company provided historical data and tools to identify targets for opportunity of growth and determine clients that are having financial distress. Collaborate and strategize with Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts within a specified timeframe. Minimize loss and maximize recovery. Physical inspection of inventory, and accuracy of audits and repossession as necessary. Inspect what is expected to ensure quality control, inventory, audit self- reconciliation, addition of inventory and buying behaviors. Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company. Operate with the highest level of integrity and always strive to achieve the best outcome for both the clients and our company. Detailed documentation in Salesforce all prudent conversations, activities and client interactions as required by the company KPI's. Complete all Salesforce campaigns as required by the company. Responsible for onboarding of new clients to ensure a positive and successful client experience. Cultivate Cox Automotive cross functional business unit relationships and opportunities. Participate and support other projects and initiatives as required. Perform all other duties as assigned. Job Knowledge, Skills and Abilities: Knowledge of the automotive industry (various sectors). Knowledge of the finance industry (various sectors). Proficiency of reading and analyzing financials, such as profit & loss, balance sheet, tax returns and bank statements preferred. Strong financial acumen with working knowledge of key financial tools and terminology. Ability to identify risk indicators through data tools. Ability to communicate a proactive performance plan on continuous basis individually and client level. Strong presentation, verbal and written communication skills. Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization. Strong time management skills with ability to manage deadlines. Strong negotiation and collection skills. Strong analytical and problem-solving skills. Ability to work independently and in a remote environment. Ability to maintain a high level of safety awareness and take necessary safety precautions. Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce. Education and Experience: BA/BS with 4+ yeas related experience in finance, client facing, customer service, B2B, account management and/ or collections required. Candidate can also have a combination of a MS degree and 2+ years, or 8 years of experience in lieu of a degree. Automotive and/or floorplan industry background preferred. Financial knowledge and acumen preferred. Physical Demands: Ability to visit clients at least 60% of the time with occasionally required overnight travel. Ability to sit and stand for extended periods of time. Valid driver's license is required for this position. Disclaimer: The description is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Drug Testing To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited. Benefits The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
    $104.6k-157k yearly Auto-Apply 4d ago
  • Salesforce Client Portfolio Manager

    Global Career Website

    Remote investor job

    About Astound Digital At Astound Digital, we are pioneers in the digital landscape, dedicated to transforming how the world interacts with technology, data, and creativity. Our role as trusted advisors in the digital landscape empowers the world's most innovative brands with frictionless, end-to-end customer experiences. We are known for our comprehensive solutions, proven expertise, and collaborative, nimble approach that instills confidence in our clients. We embrace the power of Artificial Intelligence (AI) to drive innovation, efficiency, and better outcomes for our clients and employees. Join us to navigate and lead in the ever-changing digital world, where your impact will extend beyond the ordinary. Job Purpose We're looking to add a dynamic Salesforce Client Portfolio Manager to the Astound Digital team. As a Client Portfolio Manager, you build and nurture strong client relationships, ensuring the success and satisfaction of our clients. You serve as a trusted advisor, collaborating with clients to identify and meet their needs, drive retention, and help them achieve their business goals. In this role you'll get to: Overall responsibility for the delivery team supporting both client success and sales teams. Create frameworks and approaches to key consultancy offerings to give structure and confidence to our customer, and support scoping new client engagements and involvement in pitches Responsible for delivering the quarterly and yearly strategic goals for the market delivery team and how this aligns to the teams personal objectives Grow our accounts across the full range of Astound's services through development of client strategies and plans supporting client success teams. Drive demand, improve win-rates and increase client advocacy by positively impacting Astound's positioning as modern Salesforce experts through thought leadership, market knowledge and insight Drive and win billable consulting engagements Work with our Global Consulting market leads to support the development of the consultancy team proposition around the two key areas of structured digital strategy and digital change and the development of consultancy propositions and go-to-market strategies Understand Salesforce market trends. Salesforce Expertise: Stay updated on the latest Salesforce features, applying this knowledge to enhance outcomes and propose innovative solutions. Provide thought leadership on Salesforce best practices, tools, and methodologies to drive successful project deliveries. Familiarize the team with customer's needs and development process. Take ownership of the project. Collaborate with the project team to drive closure to problems and open issues. Your skills and qualifications: Overall experience of 7+ years with a minimum of 5+ years serving as a Subject Matter Expert/Client Portfolio Manager for Salesforce Core or other capability technical implementations. Excellent knowledge of Salesforce Community Strong understanding of Salesforce SDLC. Proven background in driving digital innovation across technology, customer experience, data, process, and service offerings from development of the vision and strategy, obtaining internal support and approvals through business case development through to leading the execution of the plan. Demonstrated experience successfully building and managing a team Bachelor's degree preferred; Master's degree plus 2+ Salesforce certifications Good to have: Strategic thinking and business acumen Great client relationship building skills Proven ability to build trust-based relationships within the client organization, including C suite executives and business decision makers, through demonstrated knowledge, executive presence and superb listening skills. Understanding of financial and ROI models, with the ability to review digital cross-channel sales, margin and profitability analytics and marketing reports to derive insights and propose actions Strong verbal, written and presentation business communications skills Leadership and mentorship capabilities to manage team of direct reports, influencing and building strong relationships with cross-functional leaders across the broader organization, working collaboratively to achieve results Ability to combine data/evidence-based thinking with creativity and insight Be able to balance day to day client delivery and new business development What we offer in return Off-the-Charts Career Growth: Сlear career path and a performance review system, career coaching, training and certifications, mentoring and knowledge sharing; Well-being is Top Priority: Parental leave, flexible time off, comprehensive health and medical plans; Real Work-Life Balance: Remote, in-office, or hybrid working modes; flexible hours; work-life balance support on every stage and level; Culture of Success: Culture of collaboration that encourages innovation every step of the way; 8 offices spanning four continents bring diverse perspectives that drive tangible results for our clients worldwide. Why work for Astound Digital? Whether you're working directly with our world-renowned clients or with your Astound colleagues from around the globe, you will shape the future of digital commerce, using emerging technologies and innovative approaches. Grow your career with Astound Digital and discover exciting opportunities while doing the work you love! #LI-CT1 #L1-REMOTE
    $85k-153k yearly est. Auto-Apply 8d ago
  • Portfolio Transaction Manager

    Truehold

    Remote investor job

    Job Description The Portfolio Transaction Manager oversees and executes all real estate transactions across an established property portfolio, ensuring accuracy, compliance, risk mitigation, and operational excellence at scale. Key Responsibilities Own end-to-end execution of portfolio-related real estate transactions, maintaining precision, timeliness, and legal compliance Coordinate with internal teams (legal, finance, underwriting, operations, asset management) to manage transaction workflows and align on key requirements Manage external partners including title companies, brokers, attorneys, appraisers, and vendor networks to ensure consistent performance and SLA adherence Maintain accurate transaction records, documentation, and system-of-record updates across all portfolio assets Identify portfolio-level risks (title issues, lien concerns, missing documents, valuation discrepancies) and drive resolution strategies Lead diligence review for each transaction, ensuring data accuracy and identifying gaps before closing Drive continuous improvement initiatives based on transaction patterns, bottlenecks, and operational insights Ensure transactions comply with all regulatory, contractual, and internal policy requirements Serve as the primary point of contact for escalation and problem-solving on complex or time-sensitive portfolio transactions Required Qualifications 3-7+ years of experience in real estate transactions, portfolio operations, title/escrow, acquisitions/dispositions, or asset management Strong understanding of real estate contracts, title reports, closing processes, and standard due diligence requirements Demonstrated ability to manage a high volume of concurrent transactions with accuracy and urgency Experience coordinating with cross-functional teams and external vendors Exceptional attention to detail and strong organizational skills Strong analytical and problem-solving skills, especially for recurring or systemic transaction issues Excellent communication and documentation abilities Proven ability to build and refine operational processes Preferred Qualifications Experience in single-family rental, institutional real estate, or multi-market portfolios Familiarity with transaction management systems, CRMs, title platforms, or workflow tools Knowledge of regulatory and compliance requirements related to property transactions Experience scaling operational workflows in a fast-paced or high-growth environment We provide A collaborative, people-first culture with a passion for doing good and enjoying doing it A unique opportunity to build our brand in the early stages Competitive benefits and compensation, including 401(k) w/match Choice between hybrid and fully remote work Flexible PTO (with a 3-week minimum) 9 paid holidays
    $81k-145k yearly est. 15d ago
  • Portfolio Manager

    Ria Recruiting

    Remote investor job

    Portfolio Manager - Tempo Wealth (Remote or Hybrid options available depending on location) Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Portfolio Manager to join our expanding team and play a key role in shaping our investment strategy and portfolio management processes. This position can be fully remote for qualified candidates outside the Cleveland area, or hybrid for those within commuting distance to our Independence office. Salary & Benefits Salary Range: $100,000 - $140,000, commensurate with experience and credentials Company-paid health insurance 401(k) with safe harbor contribution Group life and disability insurance Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer Significant growth opportunity with a career path toward Chief Investment Officer No business development requirements Key Responsibilities Manage portfolios for an existing clientele composed primarily of executives in public and private companies Conduct due diligence on private and alternative investments Analyze prospective client portfolios to identify strengths and gaps Build and maintain portfolio models and manage portfolio sleeves Oversee trading operations and supervise staff involved in execution and rebalancing Participate in and ultimately lead the firm's Investment Committee Serve as the primary investment contact for complex client and prospect relationships requiring customized investment solutions Monitor performance dispersion and risk characteristics for ongoing suitability Perform and summarize due diligence reviews for private and alternative investments Stay current on industry developments, attending relevant conferences and webinars Collaborate with the team on new investment technology initiatives Recommend and manage infrastructure enhancements to ensure efficient implementation of investment strategies Qualifications CFA Charter holder in good standing (required) Minimum 5 years of portfolio management experience Proven experience with alternative and private investments Excellent written and verbal communication skills, both internally and client-facing Strong analytical and organizational abilities with acute attention to detail Technology-savvy, with the ability to quickly learn and master investment platforms Demonstrated growth mindset and adaptability within a dynamic, innovative environment Experience with Advyzon (CRM/reporting), Schwab, or Altruist platforms a plus Hiring Process Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments. Tempo Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $100k-140k yearly 42d ago
  • Enterprise Portfolio & Value Manager (President's Office)-12171-Remote

    Shuvel Digital

    Remote investor job

    Enterprise Portfolio & Value Manager sought to facilitate lean portfolio management for a strategic enterprise portfolio amidst agile transformation. Seeking a collaborative agile champion to implement and oversee a portfolio of value streams, including lean governance, funding and portfolio operations while learning and navigating corporate culture. Experience in agile enterprise transformation required. RESPONSIBILITIES: Oversee launch of value stream(s) as part of enterprise portfolio Oversee framework to govern the intake, prioritization and decisioning of work to maximize value flow Oversee the portfolio Kanban and ensure stop/pivot/persevere portfolio governance decisions are made to ensure prioritized value is delivered Monitor Lean Budgeting guardrails to govern the funding of work Ensure portfolio roadmaps for planned work are created and maintained Oversee portfolio reporting of metrics, objectives & key results, advocating for the inclusion of value metrics Work closely with executive stakeholders and provide key information to support decision making and align prioritization of projects with strategic objectives. Work with Agile Coach to identify gaps in existing lean portfolio management; advocate for and implement improvements Coordinate adjustments to the portfolio as necessary when strategic demands necessitate a change in delivery and/or scope of work Serve as primary point of contact to strategic goal owners and enterprise initiative owners for projects and related issues Build and maintain relationships with lines of business, team members, management, key stakeholders and/or external contacts (e.g., vendors, etc.) QUALIFICATIONS: Bachelor's degree in Business Administration, Finance, or related field, or the equivalent combination of education, training and experience Significant experience in managing complex, cross-organizational programs Advanced knowledge of Scaled Agile (SAFe) Lean Portfolio Management (LPM) Advanced knowledge of project management best practices, including change management, risk management, executive reporting, and aggregation of project data Advanced skill to track and monitor project progress, identify project and process gaps, recommend controls and communicate progress to business leaders Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals Extensive experience in working with all levels of staff, management, stakeholders, vendors Advanced consultative, conflict resolution, negotiation and facilitation skills to gain consensus and ensure delivery of initiatives Significant experience in delivering presentations to virtual and in person teams Advanced critical thinking, analytical, and problem solving skill DESIRED: Experience with launching value streams and enterprise level Lean Portfolio Management (LPM)
    $81k-144k yearly est. 60d+ ago
  • Portfolio Strategy Manager (USA Remote)

    Turnitin 3.9company rating

    Remote investor job

    When you join Turnitin, you'll be welcomed into a company that is a recognized innovator in the global education space. For over 25 years, Turnitin has partnered with educational institutions to promote honesty, consistency, and fairness across all subject areas and assessment types. Over 21,000 academic institutions, publishers, and corporations use our services: Feedback Studio, Originality, Gradescope, ExamSoft, Similarity, and iThenticate. Experience a remote-centric culture that empowers you to work with purpose and accountability in a way that best suits you, supported by a comprehensive package that prioritizes your overall well-being. Our diverse community of colleagues are all unified by a shared desire to make a difference in education. Turnitin is a global organization with team members in over 35 countries including the United States, Mexico, United Kingdom, Australia, Japan, India, and the Philippines. Turnitin, LLC is an equal opportunity employer- vets/disabled. Turnitin is seeking an analytical and resilient Portfolio Strategy Manager to join our Product team. This individual will make recommendations to expand our product offerings and drive growth by identifying new opportunities, defining target markets, and developing strategic initiatives. This highly visible role requires a strategic thinker with a background in performing qualitative and quantitative market and user research and translating your findings into business recommendations and execution plans. You will work in partnership across all functions and levels within the company to shape priorities. If you enjoy operating with a significant degree of autonomy and ambiguity across functions and global regions, getting your hands into data and packaging the most valuable insights, and seeing the tangible impact of your strategy work, please consider applying. Responsibilities: * Market Analysis and Opportunity Identification: * Conduct research, including internally and in the market, and analysis to identify emerging trends, unmet customer needs, and potential new market opportunities. * Define and size new target markets, providing data-driven insights into market attractiveness and potential. * Analyze competitor strategies, market positioning, and potential threats. * Portfolio Strategy Development: * Develop and articulate clear and compelling strategic frameworks for new product offerings and portfolio growth. * Define the strategic rationale, target audience, value proposition, and key success metrics for new product initiatives. * Collaborate cross-functionally to align product roadmaps with the overall portfolio strategy. * Strategic Planning and Execution Support: * Develop business cases and financial models to evaluate new opportunities. * Work cross-functionally to ensure alignment and effective execution of strategic initiatives. * Present strategic recommendations and insights to executive leadership and other key stakeholders. Characteristics for Success: * Self-motivated and self-managing, with strong organizational skills. * Able to see the big picture, even while diving into the details, and continue driving toward the question to be solved / problem at hand even as focus, priorities and tasks evolve. * Able to work independently, scoping and managing projects from inception to completion, proactively procuring guidance and resources necessary for success. * Able to break down complex and ambiguous questions with a mix of analytical rigor, customer insight and input from internal and external data sources. * Comfortable working cross-functionally, understanding diverse perspectives and positions within the context of the overarching goal(s) at hand. * Bias towards action, operating with a high degree of autonomy and ownership * While not a Product Manager, possesses an understanding of product development processes and user experience principles. Required: * Bachelor's degree in Business, Economics, Math, Statistics, Engineering or a related field. * 3-5 years of experience in strategy consulting, product strategy, market analysis, or a similar strategic role within a technology-driven industry. * Proven ability to conduct market research, analyze data, and derive actionable insights. * Financial modeling and business case development experience for investment recommendations. * Comfort with ambiguity and making recommendations that account for missing or imperfect data. * Excellent written and oral presentation and communication skills. * Strong collaboration and teamwork skills, and enthusiasm for our company values. Desired: * Master's degree in Business Administration (MBA) or a related advanced degree. * Experience in education and/or the ed tech industry. * Experience working internationally and/or cross-culturally. * Generally curious, enthusiastic about collaborative problem-solving. * Experience with strategic frameworks and methodologies. Tii Elements: * Collaboration & influencing * Curiosity * Adaptability * Cultural awareness The expected annual base salary range for this position is: $83,400/year to $139,000/year. This position is bonus eligible / commission-based. As a Remote-First company, actual compensation will be provided in writing at the time of offer, if extended, and is determined by work location and a range of other relevant factors, including but not limited to: experience, skills, degrees, licensures, certifications, and other job-related factors. Internal equity, market and organizational factors are also considered. Total Rewards @ Turnitin Turnitin maintains a Total Rewards package that is competitive within the local job market. People tend to think about their Total Rewards monetarily - solely as regular pay plus bonus or commission. This is what they earn in exchange for what they do. However, Turnitin delivers more than just these components. Beyond the intrinsic rewards of unleashing your potential to positively impact global education, and thriving in an organization that is free of politics and full of humble, inclusive and collaborative teammates, the extrinsic rewards at Turnitin include generous time off and health and wellness programs that offer choice and flexibility and provide a safety net for the challenges that life presents from time to time. Experience a remote-centric culture that empowers you to work with purpose and accountability in a way that best suits you, supported by a comprehensive package that prioritizes your overall well-being. Our Mission is to ensure the integrity of global education and meaningfully improve learning outcomes. Our Values underpin everything we do. * Customer Centric - We realize our mission to ensure integrity and improve learning outcomes by putting educators and learners at the center of everything we do. * Passion for Learning - We seek out teammates that are constantly learning and growing and build a workplace which enables them to do so. * Integrity - We believe integrity is the heartbeat of Turnitin. It shapes our products, the way we treat each other, and how we work with our customers and vendors. * Action & Ownership - We have a bias toward action and empower teammates to make decisions. * One Team - We strive to break down silos, collaborate effectively, and celebrate each other's successes. * Global Mindset - We respect local cultures and embrace diversity. We think globally and act locally to maximize our impact on education. Global Benefits * Remote First Culture * Health Care Coverage* * Education Reimbursement* * Competitive Paid Time Off * 4 Self-Care Days per year * National Holidays* * 2 Founder Days + Juneteenth Observed * Paid Volunteer Time* * Charitable contribution match* * Monthly Wellness or Home Office Reimbursement* * Access to Modern Health (mental health platform) * Parental Leave* * Retirement Plan with match/contribution* * varies by country Seeing Beyond the Job Ad At Turnitin, we recognize it's unrealistic for candidates to fulfill 100% of the criteria in a job ad. We encourage you to apply if you meet the majority of the requirements because we know that skills evolve over time. If you're willing to learn and evolve alongside us, join our team! Turnitin, LLC is committed to the policy that all persons have equal access to its programs, facilities and employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $83.4k-139k yearly 60d+ ago
  • Asset Management - Tax Smart Strategies - Portfolio Manager - Associate

    JPMC

    Investor job in Columbus, OH

    The Tax Smart Strategies team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM), and manages $25B in AUM in active and index tax aware / direct-indexing strategies. As a Portfolio Manager - Associate, on the Tax Smart Strategy Portfolio Management team you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies. Job responsibilities: Assist with daily portfolio management for direct indexing and tax aware SMA portfolios Manage ongoing oversight of portfolio and strategy level performance and attribution Translating research into actionable and investable systematic investment processes and portfolios Partnering with technology, quant, product and client teams to design, build and improve scalable investment platforms Required qualifications, skills and capabilities: 2-5 years of full-time relevant work experience Detail oriented and process driven Strong data analysis and excel skills Experience using portfolio optimizers and risk models Experience with tax optimization preferred Familiarity with separately managed accounts Familiarity with index methodologies Preferred qualifications, skills and capabilities: Python/SQL experience desirable Python/SQL experience desirable Progress towards MBA, CFA and/or equivalent desirable
    $77k-139k yearly est. Auto-Apply 60d+ ago
  • Branch Relationship Manager

    Telhio Credit Union 3.8company rating

    Investor job in Westerville, OH

    Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Branch Relationship Manager (BRM) is the key position that connects our branches to our community. With your leadership and expertise, the BRM role is a key part of the community and market that your branch represents. By meeting with new businesses and market chambers, you will drive the business back to your teams, allowing for opportunities for staff to create lasting relationships with our members. The Branch Relationship Manager is responsible for the day-to-day operations and activities at their Retail location(s). You are responsible for hiring and developing staff. You will lead your team to achieve performance excellence through effective coaching and development. With the help of your team, you will lead the branch to perform to goals set forth within Telhio's strategic goals. You will direct all aspects of branch operations, drive deposit growth, drive partner products and coach all employees towards member service excellence and sales success. Responsibilities Lead, plan and manage branch financial performance Direct, manage and develop Tellers, Relationship Bankers and other branch team members through effective coaching and training. Inspire each member of the branch team to achieve performance excellence and create lasting member relationships. Create a positive culture, where teamwork is paramount, excellent member service is achieved, and accountability is desired Recruit, retain and hire talent based on business needs Conduct quarterly and annual performance evaluations for all direct reports Build lasting member relationships internally and externally to contribute to achieving branch results Partners with Business Banking on joint business appointments, as needed, to build relationships with Small Businesses in the market. Attend community and volunteer events. Communicates openly with team and possesses the ability to make tough decisions. Manage and lead staff to conduct branch operations in accordance with our policy and procedures Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent changes, delays, or unexpected events Collaborating with Credit Union partners to elevate member experience, system processes and relationship building for members Manage and correct member complaints and handle all escalated items. Process member transactions accurately and efficiently (i.e. deposits, withdrawals, transfers and more) when applicable Open deposit and lending accounts and complete maintenance for existing and new members when applicable Other job duties and functions as assigned by leadership Responsible for all branch operations and audits. Ensure proper timekeeping for all branch staff. Manage & Lead Staff to conduct Branch Operations. Ensuring branch has all the necessary marketing and supplies to operate. Ensures proper branch cash levels are maintained by managing cash delivery/shipment. All scheduling done efficiently and effectively to accommodate member needs Responsible for branch performance in all metrics, including, but not limited to: Sales performance Member service Operational efficiencies Manage employee development and training effectively Ensure on-the-floor marketing materials are current. Ensure all necessary reporting is updated. Inform and update staff regarding new marketing promotions. Attend training/meetings as required by management. Lead meeting, as necessary, with branch employees. Complete all necessary reporting as required by management Mentor, coach, and motivate other team members (new and existing). Give regular feedback to staff on work performance by engaging in daily conversations with individuals and groups. Builds and maintains a dynamic culture. Completes performance reviews bi-annually, as directed by Telhio Leadership. Qualifications: High School Diploma/Equivalent (Required) Associates degree (Preferred) 3-5 years leadership experience (Required) 6-8 years of Retail Banking experience (Required) 1-3 years of Business Banking experience (Preferred) Notary License (Upon hire/ Required) NMLS Designation (Upon hire/ Required) Demonstrates in depth knowledge of financial products and banking regulations Demonstrates strong member advisory skills Demonstrates experience with/broad understanding of personal and commercial financial solutions Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability. What you will earn: Competitive salary Opportunity to earn incentive and bonus Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer PI5861a5c29a56-31181-39083808
    $69k-97k yearly est. 8d ago
  • Portfolio Manager

    United Community Bank 4.5company rating

    Remote investor job

    Portfolio Manager United Community is seeking a highly skilled Portfolio Manager. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio. What You'll Do Manage larger commercial credits to ensure portfolio soundness, profitability, and growth. Provide credit and sales support to Commercial Lending. Analyze complex financial statements and prepare credit analysis packages. Serve as a secondary contact on client relationships. Identify cross-sell opportunities with new and existing clients. Assist in the loan process, including underwriting and closing. Prepare commitment letters and review loan documents. Assist lenders in their prospecting efforts. Requirements for Success: Bachelor's Degree in finance or accounting preferred. 5+ years of experience in commercial lending. Proficient knowledge of credit policy, banking regulations, and loan documentation. Ability to analyze complex financial statements and tax returns. Strong interpersonal and communication skills. Excellent organizational and time management skills. Ability to work effectively within the company's credit culture. Proficiency with in-house financial reporting applications, including Navigator. Good mathematical, reading comprehension, and writing skills. Participation in required compliance training. Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $74k-111k yearly est. Auto-Apply 60d+ ago
  • Consultant - Portfolio Manager (Fractional/Contract Role)

    Arootah

    Remote investor job

    Arootah is an early-stage advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah's Network of Business Advisors serving Arootah's clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at ***************************** for more information. WHO WE NEED: Arootah is searching for experienced Portfolio Managers to consult to our highly prestigious client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in the role of a Portfolio Manager, you have specific, hands-on experiencing building, managing, and overseeing a portfolio of investments for a leading Alternative Asset Firm or Family Office. What You'll Do All aspects of the day-to-day management and oversight of investment portfolios, including portfolio optimization, investment selection, cash management and risk management. Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives for accounts or family relationships. Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies. Analyze, research, propose and implement financial solutions. Maintain a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research. Perform diligent & deep dive fundamental research on universe of investments. Collect, organize, and synthesize both qualitative and quantitative data necessary to make decisions on individual investment opportunities. Prepare and maintain data on current and prospective investments. Provide in-depth analysis on a regular basis on individual investment and portfolio analytics and overall performance. Build reporting and analysis for internal and external stakeholders. Problem solve to streamline and automate inefficient processes including security selection, position weighting, buy/sell and add/trim recommendations. Identify gaps or key areas of improvement, any potential risks, mitigations, and value-add suggestions. Provide in-depth analysis on a periodic basis on individual fund analytics and overall portfolio performance. Ensure the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with sense of care and accuracy on your assigned accounts. Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions. Evaluate the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Provide advice and guidance to Arootah clients who seek help with their portfolio/investment management needs. This will involve consulting Alternative Asset Managers and Family Offices and sharing your experience as a Portfolio Manager in helping clients to: Develop realistic and effective monthly action plans. Identify internal and contextual roadblocks. Break apart goals into actionable steps. Devise a plan of action for each goal. Provide the client with resources associated with implementing their action plan. Implement policies, procedures, and control measures. Review, analyze and report on client tools and resources to ensure industry best practices. Evaluate each client's advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices. Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.). Qualifications Minimum of Bachelor's Degree in Accounting, Finance, or Business Administration, or in a related field. CFA designation. MBA, Advanced Degree in Accounting, Financial, Mathematical or Quantitative Analysis is a plus. CFP or any industry designations a plus. Minimum 10+ years specific portfolio management experience in which consistent long term investment performance has met objectives. 5+ years experience as an analyst and/or extensive industry experience preferred including a deep knowledge of trading. Understand a wide variety of investing styles across public and private markets and the principles of asset allocation and portfolio construction. Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments. Solid knowledge of asset allocation, portfolio construction, and portfolio risk management. Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.). Excellent written and verbal communication skills. Outstanding analytical skills, detail-oriented, proactive, and self-motivated. Collaborative, diplomatic, and can cross-functionally partner with different internal stakeholders. Experience in/comfort with a role with a degree of ambiguity, requiring creative analysis and action. Proven ability to work independently, prioritize work, and achieve results. Ability to quickly build rapport and work with a team. Job Status Contractor Hours are based on the needs of the assigned client (0-40 hours per week). Join a well-funded disruptor in finance and technology.Enjoy the flexibility of remote work and choosing your assignments.Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join! For more information, visit us at Arootah.com.
    $105k-188k yearly est. Auto-Apply 60d+ ago

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