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Investor remote jobs - 221 jobs

  • Diversified Markets Portfolio Manager

    Farm Credit Services of America 4.7company rating

    Remote job

    We are seeking a Diversified Markets Portfolio Manager to join our Farm Credit family! This position supports the growth of an assigned portfolio by collaborating with Association leaders to manage a portfolio of capital markets clients through the lending process. Providing ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are exceeded. The portfolio Manager is responsible for client relationships as well as on-going lending and servicing support. Responsibilities: Credit Portfolio Management: The role involves supporting capital markets activities by collaborating in lending processes, preparing investor materials, and assisting with underwriting and syndication efforts. It also includes developing new business, expanding existing client relationships through research and judgment, ensuring consistent credit administration, and representing the organization at capital market events. Credit Analysis & Administration: The role ensures adherence to credit policies and regulatory standards, maintains strong credit administration ratings, and conducts thorough applicant interviews using differential analysis. It involves assessing credit risk, making decisions within authority, staying current through training, and ensuring compliance with disclosure requirements for all loan types. Portfolio Servicing: The role involves monitoring loan portfolios to ensure timely and sound servicing, conducting periodic reviews, gathering information for renewals, and making informed recommendations. It also includes identifying deteriorating credit conditions and performing risk assessments to suggest necessary adjustments. Requirements: • Education and/or experience equivalent to a Bachelor's degree in Business Administration, Agriculture Economics, Finance, Accounting, or related fields. MBA preferred. • 3-7 years related work experience preferred • Ability to communicate effectively with all levels of the organization • Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the borrower and the Association • Ability to travel within the assigned territory and occasional travel across the association • Ability to work independently and as a team member under minimal supervision • Excellent computer skills • Focus on problem solving skills with solutions-driven results • Current awareness of economic developments and production technology affecting agriculture in the region Other Details: AgSouth is an Equal Opportunity Employer, including veterans and individuals with disabilities. Why AgSouth? When you work here, you have an opportunity to make a difference for agriculture and rural communities. Part of the national Farm Credit System, we are an agricultural lending cooperative that provides loans for land, production agriculture, farm equipment, crop insurance, leasing, and home mortgages. Our $4 billion portfolio of customers and strong presence in local communities across North Carolina, South Carolina, and Georgia allow us to effectively serve our member-borrowers as the largest agricultural lender in the southeast. At AgSouth, we value our employees and provide them room to grow both personally and professionally. If you're looking for more than just a job, consider joining the AgSouth family! What can we offer you? • Competitive pay, with paid vacation, holidays and sick leave, as well as paid time off for volunteering • Corporate incentive plan with spot bonuses for top-notch work • Medical, dental and vision insurance, as well as life and disability insurance • Flexible spending and health savings accounts • Generous 401(k) matching contributions, as well as additional employer contributions • Reimbursement for approved higher education pursuits • A wellness program for employees, which includes resources for a healthier lifestyle • Corporate learning programs for professional development • Other perks, such as employee discounts on select cell phone providers, computers, etc.
    $104k-206k yearly est. Auto-Apply 60d+ ago
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  • Global Portfolio Manager

    Logitech 4.0company rating

    Remote job

    Logitech is the Sweet Spot for people who want their actions to have a positive global impact while having the flexibility to do it in their own way. The Role and Team: As the Global Portfolio Manager, you will strategically drive the business side of new product introductions and manage the lifecycle of a set of products within the Audio Solutions portfolio. You will be responsible for developing portfolio rationale, leading upstream go-to-market activities, managing sustaining activities that promote operational excellence, and driving commercial initiatives to ensure the continued success of launched products. Additionally, you will work closely with partners related to your product portfolio. This role requires a strong understanding of the audio solutions market, strategic thinking, and excellent cross-functional collaboration skills. You will work with various stakeholders, including product development, sales, marketing, and supply chain teams, as well as external partners. Reporting to the Head of Business for the Mobile & Audio Solutions Business Unit, your role will have a global scope, with opportunities for domestic and international travel. Contribution * Market Analysis: Monitor market trends, competitor activities, and customer feedback to identify opportunities and inform product strategy. * New Product Introduction (NPI) Management: Drive the business side of NPIs, including developing portfolio rationale, defining the business opportunity, and GTM activities. * Operations Oversight: Collaborate closely with the Operations team to drive S&OP, forecasting, and inventory management, ensuring product availability and optimizing supply chain efficiency. * Commercial Initiatives: Drive commercial initiatives to keep the launched portfolio alive, such as derivatives, pricing strategies, and channel development with the Commercial team. * Financial Management: Track financial performance, and provide regular reports to stakeholders. * Cross-Functional Collaboration: Collaborate with product development, sales, marketing, and supply chain teams to ensure alignment and drive execution. Key Qualifications * Market & Consumer Insights: Skilled in audio tech, ability to analyze user behavior, B2C & B2B industry trends, and competitive landscapes to drive portfolio decisions. * Portfolio Strategy Development: Expertise in creating and executing product portfolio strategies based on market data and business objectives. * Financial Acumen: Experience in budgeting, forecasting, and financial analysis. * Go-to-Market Support: Experience supporting sales teams with product roadmaps, messaging, and launch strategies. * Operations Knowledge: Solid understanding of operational processes, with the ability to influence and guide improvements. * Cross-functional Collaboration: Proven ability to work with product development, marketing, sales, and supply chain teams. * Stakeholder Influence: Strong ability to align diverse teams and influence decision-making at all levels of the organization. * Analytical and Problem-Solving Abilities: Skilled at analyzing data, identifying trends, and developing solutions. * Excellent Communication Skills: Strong verbal and written communication skills to articulate strategies, provide updates, and resolve conflicts effectively. * Presentation & Storytelling: Strong ability to craft and deliver compelling presentations for internal and external stakeholders. Education Bachelor's degree in Business Administration, or related field; Master's degree is a plus OR relevant industry experience. Compensation This position offers an annual base salary typically between $ 121000 and $ 191,000. In certain circumstances, higher compensation will be considered based on the business need, candidate experience, and skills. Logitech offers benefits such as Medical Coverage, Dental Coverage, Vision Coverage, Traditional and Roth 401(k) Plans, Flexible Spending Accounts, Employee Share Purchase Plan (ESPP), Basic and Additional Life Insurance, Disability Coverage, Adoption and Surrogacy Assistance, Tuition Reimbursement Plans, Commuter Benefits, Paid Time Off, Paid Holidays, Bereavement Leave, and Paid Parental Leave. Logitech also offers Wellness Programs, Health Savings Account Plans, access to Expert Medical Opinions, Identity Theft Protection, Breast Milk Delivery to Nursing Mothers on Business Travel, access to a Group Legal Plan, Donations Matching Programs, Employee Product Discounts, and access to Auto, Home, and Pet Insurance. #LI-SN1 Across Logitech we empower collaboration and foster play. We help teams collaborate/learn from anywhere, without compromising on productivity or continuity so it should be no surprise that most of our jobs are open to work from home from most locations. Our hybrid work model allows some employees to work remotely while others work on-premises. Within this structure, you may have teams or departments split between working remotely and working in-house. Logitech is an amazing place to work because it is full of authentic people who are inclusive by nature as well as by design. Being a global company, we value our diversity and celebrate all our differences. Don't meet every single requirement? Not a problem. If you feel you are the right candidate for the opportunity, we strongly recommend that you apply. We want to meet you! We offer comprehensive and competitive benefits packages and working environments that are designed to be flexible and help you to care for yourself and your loved ones, now and in the future. We believe that good health means more than getting medical care when you need it. Logitech supports a culture that encourages individuals to achieve good physical, financial, emotional, intellectual and social wellbeing so we all can create, achieve and enjoy more and support our families. We can't wait to tell you more about them being that there are too many to list here and they vary based on location. All qualified applicants will receive consideration for employment without regard to race, sex, age, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability. If you require an accommodation to complete any part of the application process, are limited in the ability, are unable to access or use this online application process and need an alternative method for applying, you may contact us toll free at *************** for assistance and we will get back to you as soon as possible.
    $121k-191k yearly Auto-Apply 60d+ ago
  • HD Power Outage Management - Customer Portfolio Manager - CPM CS

    GE Vernova

    Remote 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: January 20, 2026For 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 January 08, 2026.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 5d ago
  • Investment Manager

    Legalist

    Remote job

    Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. 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
  • Portfolio Success Manager

    Shipbob 3.8company rating

    Remote job

    As a member of the ShipBob Team, you will... Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob. Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights. Experience a High-Performance Culture and Clear Purpose: Our commitment to delivering results creates a goal-driven, high-performance culture where everyone is empowered to contribute to our mission with a clear understanding of their direct impact and accountability. We measure success in tangible ways, allowing each team member to see the positive outcomes of their work and celebrate shared victories. Location: Remote in these states: AL, AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI Role Description: The Portfolio Success Manager (PSM) brings premier account management strategy to their portfolio of enterprise level merchants at ShipBob. A PSM focuses on driving expansion solutions domestic and international, building executive level relationships and trusted partnership, and managing an account team and processes for smooth business operations. Their mission is not only to provide a world-class merchant experience, but also strategies and relationships that are built to last. A PSM will need to be comfortable running strategic in-person business reviews, innovating both externally with the client and internally within ShipBob to help the organization evolve with our top client's needs. Success for a PSM is building a robust account team and processes with SOPs and reporting capabilities, run and close complex expansion deals, and develop relationships and close partnership contracts at an executive level. This role reports to the Senior Manager, Merchant Success. What you'll do: Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience. Manage a book of high revenue clients and grow their business within ShipBob. Source and close expansion deals within your merchant book of business. Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants. Collaborate cross departmentally with multiple stakeholders. Coach and build an effective account team to elevate the merchant experience through best-in-class communication, process management, and de-escalation. Analyze merchant supply chains to identify performance opportunities, efficiencies, and risk mitigation strategies. Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business. Experience with data analytics - reviewing and utilizing data to make decisions. Additional duties and responsibilities as necessary. What you'll bring to the table: 8-10 years of experience in sales and merchant services in a related industry. Experience in ecommerce preferred. Proven experience in business reviews with internal and external stakeholders, with confidence in presenting to C-suite executives. Established ability to negotiate and deliver contractual partnership deals. Demonstrated ability to manage and foster a positive team culture. Ability to build consultative and executive-level customer relationships. Excellent conflict resolution abilities and negotiation experience. Advanced written and verbal communication skills. Desire to work in a fast-paced environment. Advanced experience in Microsoft Office Suite. This role will require up to 15% of travel. Perks & Benefits: Medical, Dental, Vision & Basic Life Insurance Paid Maternity/Parental Leave Program Flexible Time Off Program Paid Sick Leave Wellness Days (1 day/quarter) 401K Match Comprehensive Benefits Package >>> ******************************** See Our High-Performing Culture >>> Check us out on Instagram (@lifeatshipbob) We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions. About You: The work we do at ShipBob is both challenging and rigorous, which means our environment isn't the right fit for everyone, and that's okay. We welcome energetic high performers who thrive in a dynamic, collaborative, results-driven environment. We value individuals who embrace accountability and humility, push boundaries, and are motivated by challenging work. Every team member, no matter their role or tenure, is expected to roll up their sleeves and tackle the complex problems we face in today's global supply chain. Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (********************************culture/). About Us: ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob's proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob's dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago. ShipBob provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis.
    $93k-182k yearly est. Auto-Apply 29d ago
  • Applications Portfolio Manager - Microsoft Platforms

    Michael Baker 4.6company rating

    Remote job

    Michael Baker International is seeking an experienced “Application Portfolio Manager” as part of its IT organization. The Portfolio Lead will be accountable for operationalizing and strengthening the seamless exchange of knowledge across the enterprise through effective deployment of existing and new technologies, processes, and practices. This portfolio manages the Microsoft 365 suite including SharePoint, Teams, Power Platform and other M365 based applications and project collaboration environments across all business units and corporate functions to help improve the speed and accuracy of project collaboration, operations, and reporting. Additionally, there are several Microsoft-based custom applications that are maintained within this portfolio. Portfolio responsibility includes technology vision and best practice deployment and business process integration of the M365 suite of applications as well as CX and Marketing platforms. The ability to form strong relationships with stakeholders, proactively manage risk, and facilitate high performing teams are essential in this role. RESPONSIBILITES Portfolio & Applications Management Lead the full lifecycle of enterprise applications including the M365 stack that includes SharePoint, Teams, Power Platform as well as CX and Marketing platforms. Build, manage, and set the direction of the Knowledge Management portfolio and its team members Create, capture, organize, and assess knowledge assets for enterprise use. Coordinate with cross-functional organizations to align KM strategy with broader organizational learning strategies. Develop a robust technology roadmap for implementing knowledge management that builds upon industry best practices and leverages tooling and process advancements. Promote the use of knowledge management tooling and processes to facilitate sharing of knowledge. Build and drive the culture of knowledge sharing within site operations and serve as the advocate for KM initiatives within site operations. Strategic analysis of the current knowledge environment and planning of a future knowledge/information architecture. Translate business needs into long-term technical solutions to solve problems. Apply industry best practices and standards, leading-edge technology, and innovative solutions to complex problems. Lead and advise business users company-wide in the creation and maintenance of MS-SharePoint, MS-Groups and MS-Teams based intranet and project portal sites and coordinate maintenance/configuration/customization needs with in-house and/or third-party IT service providers. Function as the Subject Matter Expert for Microsoft 365 tools and processes Create and advertise use cases for Microsoft tools, and assist businesses in adoption Provide support, training, and information to drive adoption and ensure professionals are successful in utilizing Microsoft 365 tools Lead implementation of new tools, including project management and change management activities Oversee end user support for Microsoft 365 and CX applications Support, educate and assist business unit and Site Portal Administrator's management of content and layout within the SharePoint portal environment. Collaborate with marketing and customer success teams to deliver personalized, data-driven experiences. Team Development and Stakeholder Engagement Meet with business decision makers to determine functional requirements and translate business and customer requirements into scalable solutions. Partner with business process owners for development, maintenance, and analysis for future centralization of knowledge within the platform. Mentor and develop KM and CX team members. Foster a collaborative, high-performance environment focused on innovation and delivery. Build strong relationships with business units, leaders, and IT partners to identify needs and deliver impactful solutions. Operational Excellence Ensure quality, compliance, and security across all managed applications and platforms. Adoption: Roadmap, develop, coordinate, and manage implementation of enterprise SharePoint, Microsoft 365 and other tools and best practices. Internal Processes: Lead information management process definition and implementation. Enterprise Content Management: Provide support for enterprise content management consolidation and best practices-based toolset adoption. Services Support: Work with business to manage information needs. Training and Education: Create and provide administrator and end user sessions as necessary to support appropriate tool use. PROFESSIONAL REQUIREMENTS Bachelor's degree in Computer Science, Information Technology, or related field. 10+ years of progressive experience in IT, portal, content management, .com sites and/or engineering applications, including leading large-scale projects and initiatives in a complex organization. Expertise in M365, SharePoint, Power Platform as well as varied CX and Content Technologies. Proven experience defining and executing Knowledge, Document Management and Marketing strategies at scale. Strong background in business analysis, solution architecture, and portfolio management. Experience managing cross-functional teams and external partners. Excellent communication, presentation, and stakeholder management skills. Demonstrated ability to drive adoption and deliver measurable results. PREFERRED QUALIFICATIONS Experience in the Architectural, Engineering, and Consulting (AEC) industry. Supervisory and training experience. Application portfolio management in complex, multi-business environments. COMPENSATION The approximate compensation range for this position is $140,000- $180,000. This compensation range is a good-faith estimate for the position at the time of posting. Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location. BENEFITS We offer a comprehensive benefits package including: Medical, dental, vision insurance 401 (k) Retirement Plan Health Savings Account (HSA) Flexible Spending Account (FSA) Life, AD&D, short-term, and long-term disability Professional and personal development Generous paid time off Commuter and wellness benefits #LI-KR2 #LI-REMOTE
    $140k-180k yearly Auto-Apply 60d ago
  • Quantitative Portfolio Manager - Custom Indexing (L/S strategies)

    O'Shaughnessy Asset Management

    Remote job

    O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS . CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. For more firm information, please visit ************ Summary: CANVAS is a revolutionary custom indexing platform that enables financial advisors to create personalized, tax-efficient portfolios at scale. OSAM's investment team is hiring a Quantitative Portfolio Manager to join the team in either New York, NY, Stamford, CT, or other nearby location with the possibility of remote work. The Portfolio Manager will help expand OSAM's capabilities across systematic equity strategies, including long-only and long-short mandates. Come join our growing team and help shape the future of investing! Role Overview: The Portfolio Manager plays a central role in developing, implementing, and managing systematic long-only and long-short equity strategies within OSAM's quantitative framework. The role requires deep expertise in portfolio construction, alpha research, and risk management-paired with a curiosity-driven mindset and the ability to collaborate across research, trading, and technology functions. As a Portfolio Manager, you will contribute to advancing OSAM's investment platform by designing robust, research-backed strategies that align with client objectives and the firm's culture of transparency, discipline, and intellectual rigor. What are the Responsibilities of the Portfolio Manager? Research & Alpha Development - Develop and refine factor-based models targeting persistent sources of alpha. Conduct empirical research into new signals, portfolio construction methods, and cross-sectional and time-series relationships. Incorporate insights from behavioral finance, accounting changes, and market microstructure to improve alpha efficiency. Collaborate with Research Analysts and Quant Developers to evaluate factor performance, turnover, and risk. Portfolio Construction & Risk Management - Design and manage long-only and long-short portfolios that balance alpha generation, liquidity, and risk constraints. Utilize optimization frameworks to manage exposures, sector constraints, and factor diversification. Monitor real-time risk exposures, attribution, and performance drivers across multiple investment universes. Integrate and enhance risk models (statistical and fundamental) to support portfolio and firm-level oversight. Implement systematic position sizing, short borrow management, and leverage controls consistent with mandate guidelines. Partner with the Trading teams to ensure efficient execution of trades with minimal slippage and market impact. Qualifications & Experience: 5+ years of experience in quantitative portfolio management or research, with direct exposure to long-only, long-short equity and/or multi-factor strategies. Advanced degree (Master's or Ph.D.) in Finance, Mathematics, Statistics, Computer Science, Engineering, or related field. Strong programming skills (Python and SQL required; C# preferred) and familiarity with large data environments. Deep understanding of portfolio optimization, risk models, and execution cost modeling. Demonstrated ability to manage live portfolios and make data-driven investment decisions. CFA designation preferred but not required. Must be eligible to work in the U.S. without current or future sponsorship - unable to provide visa support Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $195,000 - $225,000, depending on level of relevant experience and geographic location, plus bonus. #LI-US #Director #Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton *Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $195k-225k yearly Auto-Apply 57d ago
  • Loan Portfolio Manager (Remote)

    Member Business Financial Services

    Remote job

    Member Business Financial Services, L.L.P. (MBFS), a credit union-owned company, is looking for a Loan Portfolio Manager! This position will work closely with the Member Business Financial Services, LLC Relationship Managers and C-suite management at client credit unions to proactively and efficiently manage their loan portfolios. This includes directing the annual review process, loan modifications, and communicating with credit union contacts and borrowers. Collaborate with the participation department to speak with credit union leaders and decision makers to market and sell participation opportunities. Provide concierge style services to smaller credit unions and their members and discuss loan opportunities with their leadership. Responsibilities Include: Collaborate with VP of Participation Lending in working with Relationship Managers on participation write-ups and offerings and contacting C-suite leadership at credit unions to proactively find participants, track participation dollars needed, and determine solutions to fund loans. Coordinate workflow with Sales Support Coordinators by tracking workloads, delegating, and directly handling issues as they arise. Work with Relationship Managers and Sales Support Coordinators as needed to facilitate due diligence collection and new loan closings. Perform general portfolio management and assist with servicing issues by working directly with the Servicing team and contacting borrowers and C-suite leadership at credit unions. Work with C-suite leadership to elevate servicing issues and questions to the proper decision makers at credit unions. Handle the tracking of the participation interests for each loan and effectively communicate with the lead and participant credit unions. Direct the annual review process: Contact borrowers and accountants to collect financial information required to perform annual reviews. Review loans and relationships to determine what is needed, communicate with borrowers ensuring all documents are received and completed properly, and upload documents to nCino and submit into queue for completion. As needed, contact Relationship Managers and MBFS Sales Support Coordinators for support, as well as credit union leadership to discuss potential issues including non-compliance and unresponsiveness. Coordinate loan review efforts with Relationship Managers so the relationship statuses can be communicated to the credit unions. Direct change in terms (CIT) and loan modification process in collaboration with Relationship Managers, performing the following: Review loans to determine if there are participant credit unions on the loan; Review documentation such as appraisals and loan agreements to determine original collateral values; Collect Agreements of Sale when borrowers are selling collateral (seeking partial releases); Create communications to C-suite leadership at all participant credit unions involved seeking approvals and determining if new appraisals will be required; Coordinate new appraisals with Originations where appropriate; Follow up with current collateral values; Calculate amounts to provide collateral release recommendations to keep credit unions at or below the original loan-to-value (LTV) on the loan. Where applicable, coordinate changes in guarantors, rate adjustments, and document collection, perform analyses, and provide recommendations to credit union leadership. Requirements: Five to eight years of similar or related experience. Working knowledge of commercial lending and credit operations, risk rating, credit score models, and other industry practices as it relates to loan portfolio management. Knowledge of credit union regulations, lending policies, and procedures. Working knowledge of data mining, including competitor data and industry trends. Must have knowledge of the following: Loan documents, Insurance requirements, Underwriting practices, Title insurance requirements, Workout procedures, NCUA regulations. Proven ability to read, analyze, and interpret small and large data sets and to determine appropriate analytical techniques to use in conducting analyses. Highly developed negotiation, listening, team building, influencing, and facilitation skills, and the adaptability to respond to change quickly. Advanced analytical and problem solving skills. Proven ability to effectively collaborate with all levels of the organization and work both as a member of a team and independently as required. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
    $85k-145k yearly est. 21d ago
  • Remote Technical Portfolio Manager - REMOTE

    Jobgether

    Remote job

    This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Remote Technical Portfolio Manager. In this vital role, you will oversee and ensure the successful delivery of key initiatives in IT portfolio management. You will collaborate with IT team members and stakeholders to align portfolio needs and deliver outcomes that drive business objectives. This role is essential in managing complex IT programs and maintaining partner relationships, ultimately contributing to technological advancement and business value.Accountabilities Oversee the governance, execution, and delivery of complex IT programs and initiatives. Develop and implement program governance frameworks and methodologies. Monitor program progress, identify risks and issues, and implement mitigation strategies. Ensure programs are delivered on time, within budget, and to quality standards. Facilitate cross-functional collaboration to resolve dependencies and conflicts. Lead program steering committees and decision-making forums. Establish and maintain effective governance structures for the IT portfolio. Develop and implement communication strategies to keep stakeholders informed. Build and maintain strong relationships with key business partners and IT stakeholders. Provide regular status updates and reporting to executive leadership. Requirements Bachelor's degree in Computer Science, Information Technology, Business Administration, or related field; Master's degree preferred. 5 - 7 years of experience in IT portfolio management, program management, or related roles. Proven track record of successfully managing complex IT programs and portfolios. Strong understanding of IT governance frameworks and portfolio management methodologies. Experience with program management tools and techniques (e.g., MS Project, Jira, ServiceNow). Excellent communication and presentation skills. Strong leadership abilities with experience influencing without direct authority. Demonstrated ability to manage multiple priorities in a fast-paced environment. Experience in stakeholder management and building strong partner relationships. Knowledge of Agile and traditional project management methodologies. Strong analytical and problem-solving skills. Experience in budget management and resource allocation. Understanding of IT infrastructure, applications, and development processes. Ability to translate technical concepts for non-technical audiences. Relevant certifications (e.g., PMP, PgMP, ITIL, SAFe) are a plus. Benefits Remote work flexibility with the possibility to work from anywhere in the contiguous United States. Competitive compensation structure designed to attract and retain top talent. Salary ranges that reflect the minimum and maximum target for each labor market zone. Potential for bonuses and additional benefits beyond base salary. Opportunities for professional development and growth. Access to emerging technologies and industry trends. Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1
    $85k-153k yearly est. Auto-Apply 3d ago
  • Systematic Portfolio Manager - Crypto / CeFi

    Elliot Partnership

    Remote 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 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. 27d ago
  • Manager, Media Investment

    Tinuiti 4.3company rating

    Remote job

    Who we are: Tinuiti is the largest independent full-funnel marketing agency in the U.S. across the media that matters most, with $4 billion in digital media under management and more than 1,200 employees. Built for marketers who demand growth and accountability, Tinuiti unites media and measurement under one roof to eliminate waste-the biggest growth killer of all-and scale what works. Its proprietary technology, Bliss Point by Tinuiti, reveals the truth around growth and waste, and how to capitalize on it. With expert teams across Commerce, Search, Social, TV & Audio, and more, Tinuiti delivers measurable results with brutal simplicity: Love Growth. Hate Waste. We support 100% remote work for this role! We'd love to hear from you if: Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized folks tend to only apply when they check every box. So if you think you qualify, but don't necessarily meet every single point on the job description, please still get in touch. The Manager, Media Investment plays a key role in ensuring our clients' ads effectively reach their core audiences through high-quality brand safe campaigns, and are carried out with best in class media acumen, cost negotiation, and strategic thinking. You'll lead a team focused on questioning the status quo in media buying and delivering exceptional value to our clients. Your expertise will be essential to client performance across channels-primarily TV, audio, and display-serving as a key liaison with our media partners and the agency's client teams, and developing innovative strategies to meet our brand's diverse needs. This role requires a strategic thinker with excellent knowledge of media buying, particularly in video and audio advertising, long-standing proven relationships with key media publishers and networks to help support our buying footprint, and the ongoing drive to stay abreast of technological and industry developments to provide guidance and education to peers and clients. As a Manager, Media Investment you will focus on: Media Buying and Investment Strategy: Research, vet, and execute media plans for large agency clients, ensuring that they run efficiently and accurately through both hands-on management and team delegation. Initiate opportunities for strategic expansion, optimization, and campaign growth-particularly for our largest, most complex accounts. Contribute as a subject matter expert in at least one focused area of the overarching TV/audio/programmatic landscape, facilitating team education and operational processes. Team Leadership: Lead, manage, and mentor Associates and/or Senior Associates in our department, fostering an environment of creativity, learning, collaboration, and continuous improvement. Campaign Performance: Oversee daily and bigger picture campaign delivery across channels, ensuring strategies are appropriately implemented, errors are kept to a minimum, and goals are being achieved Collaboration: Interface with network partners, vendors, and internal teams to ensure smooth campaign execution, moderately complex problem solving, and innovative thinking with a solution-oriented mindset Partner Engagement: Reliable and consistent knowledge of TV, audio, and display trends through educational meetings with publishers as well as your own independent research, utilizing insights to make informed media recommendations and fostering knowledge sharing among your peers. Demonstrate clear investment in external relationships at the sales level with moderate to large networks and regularly cascade new information and specifics to our agency, advocating for our needs, and maintaining strong ties with these valued partners. Media Negotiation: Evaluate partner materials and negotiate media plans and costs ranging from performance campaigns to upper funnel/brand efforts, with a clear ability to vet new offerings and assess the value of media opportunities for the clients you work on. Use your general knowledge of the wider media marketplace to contextualize media opportunities and their potential, and use that insight and your partner relationships to negotiate highly competitive costs and terms. Team Projects: Accountable for moderately complex projects that have a visible impact on the Media Investment department, showcasing your flexibility and creativity in improving how we function with clients and media partners alike Professional Qualifications: 5-7 years of experience in a media agency or publisher environment, with a focus on media buying in linear TV, OTT, digital audio, and/or display advertising Proven track record of leveraging partner relationships and industry knowledge to negotiate and execute high-value media opportunities, and demonstrable ongoing relationships with key media salespeople in the industry Experience leading a small team of individual contributors Direct hands-on-keys experience in industry platforms (DSPs, research tools) Baseline knowledge of incrementally testing, in-channel and cross-channel measurement solutions and best practices (ex: MMM, ghost bidding, conversion lift) Demonstrated organizational skills with exceptional attention to detail and follow-through, and a proven ability to oversee process and QA of team's work product Self-motivated with a passion for learning, asking questions, and thriving in a collaborative setting Working knowledge of strategic marketing and communication skills to promote new media opportunities internally and directly with clients Proficiency in Microsoft Excel and strong business writing and presentation skills Excellent time management capabilities, managing multiple tasks against tight deadlines Knowledge of data/audience collaboration tools such as LiveRamp and third party ad servers like Flashtalking a plus Competencies: Strategic Thinking: Ability to identify and propose integrated media strategies that align with client objectives and industry trends, using a strong knowledge of our agency and client's business objectives to tailor your recommendation to suit their individual needs Media Acumen: An excellent understanding of the media marketplace as it relates to TV, audio, and display channels and the key partners and tactics therein; seen as a go-to expert by your peers as well as specific client contacts Leadership: Willingness to challenge, motivate, and develop a team and help them achieve their individual goals, address focus areas, and support their deliverables Communication: Highly trusted communicator with strong negotiation skills. Capable of liaising with partners and presenting complex information in an understandable format to achieve specific goals, and coach others on developing this skillset Technical Skills: Skilled in reviewing campaign data to make informed decisions and overseeing and/or executing those needs in a live buying environment, with a strong attention to fine detail of your work as well as that of the team you work with Collaboration: Works seamlessly with internal teams and external partners to drive agency and client success through knowledge sharing, a positive attitude, an open mind, the desire to support our collective work and the ability to move projects forward Time Management: Demonstrated ability to manage multiple projects, delivering on schedule and with excellent follow-through and tactfully holding colleagues accountable for the same The annual base salary range for this roles' listed level is currently $85,000-$95,000 plus performance bonus of up to 10%. Grade level and salary ranges are determined through interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. We will provide more information on our benefits and equity upon requests. Disclosure as required by the Colorado Equal Pay for > Equal Work Act, C.R.S. § 8-5-101 et seq FLSA Classification: Exempt We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Benefits: Unlimited PTO: At Tinuiti, we believe you deserve time to rest, recharge, and enjoy life unplugged. When you prioritize time for yourself, you're able to bring your best self to work. That's why we offer unlimited paid time off, a fully remote environment, and flexibility to take the time you need, when you need it. On top of that, we provide 20 paid holidays, including multiple long weekends, to ensure you have dedicated time to step away and disconnect. We're proud to offer above-industry standard work-life balance, consistently rated as one of the most loved benefits by Tinuitians year after year. Healthcare: Medical, Dental, Vision, Life & Disability, Flex Spending Accounts Retirement: Match up to 4% of your contributions at 100% with immediate vesting Perks and Wellness: Fringe, Forma, Unlimited Telemedicine and Teletherapy available at no cost, Thankful giving, Equity Parental Leave: Birthing parents receive 16 weeks of leave with 100% pay (partners 12 weeks) after the birth or adoption of a child. Learning and Development: On-demand learning (powered by LinkedIn Learning), mentorship program, leadership and management development programs and resources Disclaimer: This description has been designed to indicate the general nature and level of work performed by employees within this position. The actual duties, responsibilities, and qualifications may vary based on assignment or group. Tinuiti is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
    $85k-95k yearly Auto-Apply 22d ago
  • Portfolio Manager, NextGear Capital (Baltimore/DC Market)

    Cox Holdings, Inc. 4.4company rating

    Remote 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 $107,200.00 - $160,800.00. 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 assigned Baltimore/DC 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. The geographic territory assigned will be in the Atlanta Northwest area. * The Candidate must permanently reside in assigned geographic territory . 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 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. No OPT, CPT, STEM/OPT or visa sponsorship now or in future.
    $107.2k-160.8k yearly Auto-Apply 4d ago
  • Portfolio Manager - Cash Flow Lending

    Northwest Bank 4.8company rating

    Remote job

    The Portfolio Manager, Cash Flow Lending role is responsible for the ongoing monitoring process for the Bank's commercial loans within the Cash Flow Lending vertical to ensure timely portfolio monitoring, accurate risk ratings, and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring, working under limited supervision. Essential Functions Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate Responsible for the timeliness and accurate aggregated reporting of the Cash Flow Lending portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance Engage with customers to gain a thorough understanding of the borrowers' business model, financial performance, and industry trends to effectively evaluate sources of repayment and accurately assign risk ratings Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate. Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance Present analysis or address questions during credit discussions or presentations Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds, including industry concentrations and leveraged finance exposure Coordinate and conduct quarterly portfolio reviews to assess the overall performance and risk profile of the cash flow lending portfolio including leveraged lending exposure and distribution, asset quality metrics and trends, industry concentrations, top exposures, maturity profile, and pipeline. Ensure compliance with Northwest's policies and procedures and applicable regulations Complete other related duties as assigned in support of Credit Management's support function Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education and Experience preferred Bachelor's degree Accounting, Finance, Economics, or related degree 3-5 years of Commercial underwriting, public accounting, financial analysis, or credit risk management This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day. INDEPENDENCE, OH 6480 Rockside Woods Blvd S Suite 345 Independence, OH 44131 COLUMBUS, OH HQ 3 Easton Oval Columbus, OH 43219 BUFFALO, NY 375 Essjay Road Suite 100 Buffalo, NY 14221 MOUNT JOY, PA 101 East Main Street Mount Joy, PA 17552 WARREN, PA 100 Liberty Street Warren, PA 16365 ERIE, PA 800 State Street Erie, PA 16501 PITTSBURGH, PA Bellevue 532 Lincoln Avenue Bellevue, PA 15202 FISHERS, IN 11 Municipal Drive Suite 150 Fishers, IN 46037 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $102k-194k yearly est. Auto-Apply 60d+ ago
  • ASSOCIATE PORTFOLIO MANAGER

    State of California 4.5company rating

    Remote job

    This position is eligible for incentive compensation and has a maximum incentive opportunity of 50% of base salary. The CalSTRS Investments Branch is seeking an experienced individual to work as a Associate Portfolio Manager (APM) on the Fixed Income team. The Fixed Income division is dedicated to maximizing risk-adjusted total return within a multi-asset class portfolio. Fixed Income is managed internally and externally using lower-risk enhanced, and higher-risk active mandates that provide value through innovative/active strategies. These strategies incorporate fundamental and systematic factor-based methods of security selection and asset-allocation in order to generate returns that exceed benchmarks. In addition, the team manages several strategies and programs that reside in other divisions or serve the total fund including Treasury Inflation Protected Securities (TIPS), Long Duration Treasuries, Cash Management, Reverse Repo execution, and Currency/FX management and execution services. Under the general direction of the Portfolio Manager, the incumbent provides independent analysis and consultation regarding development and implementation of various risk management, investment program strategies, processes and controls for the CalSTRS Interest Rates, Inflation Sensitive and Long Duration US Treasury Portfolios (Portfolios). The incumbent will consult on, recommend and participate in the implementation of asset allocation and various credit strategies consistent with policies and procedures. The ideal candidate will possess the following skills: * Broad and extensive investment management experience from a major financial institution or firm or government agency * Experience leading or supporting large Fixed Income related portfolios * Experience serving as a leader, mentor, or supervisor * Experience using investment related tools such as BlackRock, Bloomberg, etc. * Knowledge of investment strategies and portfolio implementation process * Ability to manage multiple critical projects with comprehensive project management skills. * Ability to research, lead, coordinate and mitigate risks relating to implementation and initiatives * Ability to develop and evaluate risks, processes, and controls * Ability to develop change management and communication strategies * Ability to work collaboratively across multiple asset classes and within the organization * A high degree of initiative, professionalism, confidentiality, and ability to work well under pressure in a fast-paced environment * Ability to independently perform research, analyze data and present ideas/recommendations clearly and concisely to management * Advanced degree in Finance, Business, Economics or a closely related field and/or CFA completion An incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analysts (CAIA) may receive a 5% monthly base pay differential. Only one 5% base pay differential is eligible regardless ofthe number of certifications. Relocation benefits may be available. In July 2025, the State of California implemented the Personal Leave Program 2025. This program reduces employees' monthly base pay inexchange for paid leave credits. This position is subject to PLP 2025 and will have a monthly base pay reduction of 3% in exchange for 5 hours ofleave credits for the duration of the program. The salary ranges shown on this job posting do not reflect the reduced amounts. Does this opportunity seem right for you? If so, see the Application Instructions section below and apply now. You will find additional information about the job in the Duty Statement. Working Conditions CalSTRS offers a hybrid approach including in-office and remote work solutions based on business needs. All staff of CalSTRS are employees of the State of California and subject to California employment taxes and withholdings. Upon appointment, staff are required to provide a current California address to CalSTRS Human Resources to be used as a remote work location. Minimum Requirements You will find the Minimum Requirements in the Class Specification. * ASSOCIATE PORTFOLIO MANAGER Additional Documents * Job Application Package Checklist * Duty Statement Position Details Job Code #: JC-503963 Position #(s): ************-002 Working Title: Associate Portfolio Manager, Fixed Income Classification: ASSOCIATE PORTFOLIO MANAGER $11,667.00 - $17,500.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions: 1 Work Location: Yolo County Telework: Hybrid Job Type: Permanent, Full Time Department Information CalSTRS: Securing the financial future and sustaining the trust of California's educators CalSTRS is the largest educator-only pension fund in the world, providing retirement, disability and survivor benefits to California's more than 1 million public school educators and their families. The Investments Branch manages a portfolio that is broadly diversified into seven asset categories with assets totaling approximately $389.5 billion as of November 30, 2025. In 2024, the CalSTRS Investments Branch was named one of the Best Places to Work in Money Management by the Pensions & Investments magazine for the tenth time since 2013. CalSTRS is committed to setting best practice precedents, implementing innovative diversity and inclusion principles, motivating positive change, and advancing the worlds investment markets. We do this by establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to maximize returns and leverage opportunities for positive change. Our two U.S. Green Building LEED Platinum-certified headquarters buildings in West Sacramento, California, feature sustainable construction, abundant natural lighting, an organic garden, sustainable beekeeping and ergonomic functionally designed workspaces. We offer a variety of on-site amenities to our team members, including two full-service cafés, two free fitness centers, a bicycle rental library and a child care center with a covered playground. Team members enjoy walks along the Sacramento River and nearby seasonal farmers markets. In addition to our state-of-the-art amenities, we offer thriving wellness and sustainability programs, an award-winning employee recognition program, and ongoing training, learning and development opportunities. We offer competitive benefits, flexible work hours and hybrid work options. We are committed to creating a workplace where our team members thrive. If you're looking for a rewarding career and are interested in becoming part of a diverse and inclusive workforce where talent, expertise and wellness are valued, we encourage you to find out more about our many career options at CalSTRS.com/about-CalSTRS. Special Requirements Exam This position requires a current Associate Portfolio Manager examination. If you need to take the examination or if your score has expired, click here to gain list eligibility. CalSTRS Personal Trading Program Investment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees' personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information. Upon accepting a position within the Investment Branch, you will be required to disclose your personal broker account information and be required to utilize a personal broker from a designated list as provided by CalSTRS. Background Investigation Prior to employment with CalSTRS, a background investigation (BI) will be conducted. The BI consists of a Personal History Statement and fingerprinting through the Department of Justice. The BI will check criminal and civil records and, if applicable, verify education and check driving records. CalSTRS Disclosure Requirements This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code that applies to CalSTRS team members and the Political Reform Act, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700). Incompatible Activities This position is subject to the provisions of Government Code Section 19990. Upon accepting a position at CalSTRS, you will also be required to comply with the CalSTRS Incompatible Activities Policy by ensuring that outside work or activities are compatible and align with your professional activities or workplace obligations. Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 1/22/2026 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at ********************** When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: State Teachers' Retirement System N/A Attn: Recruitment P.O. Box 15275, MS 31 Sacramento, CA 95851-0275 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: State Teachers' Retirement System N/A CalSTRS, Attn: Recruitment 100 Waterfront Place West Sacramento, CA 95605 08:00 AM - 05:00 PM Required Application Package Documents The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job: * Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at ********************** All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. * Resume is required and must be included. * Other - A Cover Letter is required and must be included. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Benefits CalSTRS offers a competitive pay schedule and a work-life-balance for all its employees. The State of California provides comprehensive benefits packages determined by the employee's bargaining unit and conditions of employment. Some benefits include: * Alternative work schedules * Flexible work hours * Remote work options * Medical benefits, including health, dental and vision insurance * Paid holidays and a defined benefit retirement program * More than four weeks of vacation/sick leave for leaders * More than three weeks of vacation/sick leave for staff * Health insurance in retirement * Employee Assistance Program * Loan forgiveness under the federal Public Service Loan Forgiveness Program For the latest information on the benefits offered by the state of California, explore the Health Benefits Summary provided by CalHR. Contact Information The Human Resources Contact is available to answer questions regarding the position or application process. Human Resources Contact: Recruitment ************** *********************** Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office. EEO Contact: EEO Officer ************** ********************** California Relay Service: ************** (TTY), ************** (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device. ADDITIONAL APPLICATION INSTRUCTIONS * Electronic applications through your CalCareer account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail or drop off a hard copy of your application packet. Please provide the following information on your application: PN: ************-002, RPA: 0393, JC-503963. * If education is being used to meet the minimum qualifications, please submit a copy of your transcripts/degree. * Training and Development (T&D) assignments may be considered for this position. If you are applying as a T&D, please indicate this in the eligibility section of your application. * Candidate may be selected by application packet review only. * Multiple positions may be filled from this recruitment. * Submission of an incomplete STD 678 may result in disqualification. Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
    $102k-179k yearly est. Easy Apply 3d ago
  • Portfolio Manager

    Whitecase

    Remote 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
    $68k-124k yearly est. Auto-Apply 45m ago
  • Portfolio Manager, Major Accounts

    Kapitus 4.1company rating

    Remote job

    The Major Accounts Portfolio Manager at Kapitus is responsible for the ongoing management and performance of a portfolio of funded merchant accounts. This role serves as the primary steward of account health throughout the entire contract lifecycle-leveraging internal tools, cross-functional resources, and client engagement strategies to ensure maximum portfolio return. The Major Accounts Portfolio Manager will actively monitor payment compliance, execute renewal assessments, apply payment optimization tools, manage special asset situations, and lead foreclosure or legal escalation activity when necessary. The ideal candidate has strong financial acumen, relationship-management skills, problem-solving ability, and understands how to balance risk mitigation with revenue opportunities. What you will do: Portfolio Oversight & Payment Performance Monitor daily, weekly, and monthly payment activity across assigned funded accounts to ensure contractual compliance. Identify payment risk trends and proactively engage merchants to resolve delinquencies or barriers to repayment. Utilize company-approved payment assistance tools (payment reduction programs, re-aging, work-outs, etc.) to maintain eligibility and enhance recovery outcomes. Client Relationship Management Serve as the primary point of contact for merchants within the major accounts portfolio. Conduct strategic touchpoints with merchants to understand business health, revenue changes, capital needs, and performance drivers. Educate merchants on available Kapitus programs, tools, and renewal opportunities. Revenue & Renewal Strategy Evaluate accounts for potential renewals or upsell opportunities based on payment performance and business need. Partner with Sales/Originations teams to hand off qualified renewal opportunities. Track and forecast renewal pipeline activity. Special Asset / Workout Management Lead work-out strategies for distressed accounts, applying structured repayment and compliance solutions. Initiate and manage foreclosure activity in accordance with company policy when applicable. Collaborate with internal legal and external counsel to monitor litigation status and enforce repayment terms. Cross-Functional Leadership Act as the captain of internal resource coordination for each account, ensuring efforts across teams (Legal, Collections, Underwriting, Sales) align to maximize lifecycle return. Maintain accurate records, account notes, risk ratings, and portfolio analytics. Provide reporting on portfolio trends, performance metrics, and escalated accounts. What we are looking for: Required 3+ years of experience in portfolio management, merchant financing, asset management, commercial lending, or related financial services role. Strong ability to analyze financial statements, cash flow trends, and payment behaviors. Exceptional communication and relationship-building skills with external clients and internal stakeholders. Proficient problem-solving and conflict-resolution skills. Ability to manage multiple priorities while maintaining high attention to detail. Preferred Experience in alternative lending, MCA, leasing, or commercial credit. Familiarity with legal processes related to collections, foreclosure, and contract enforcement. Kapitus Total Rewards Package Includes: Competitive Base Salary Range of $63,500-$101,900 Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant's final salary will depend on a number of factors including the applicant's geographic location, skills, and experience. Annual Incentive Compensation Eligibility - Up to 10% annually Health Insurance:We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families. 100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance , ensuring our employees have comprehensive protection without any personal expense. Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events. Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones. LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include: Pet and car insurance discounts. Financial services such as LegalShield. Relaxation and stress management tools, including a fully covered annual subscription to The Calm App. Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life. Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events. Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities. Paid Time Off and Sick Time Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future. About Kapitus: Kapitus is one of the most reliable and respected names in small business financing. As both a direct lender and a marketplace built with a trusted network of lending partners, we can provide small businesses with the financing they need when, and how it is needed. We have spent our entire existence building a culture that makes us excited to come to work in the morning. Our company is fast paced, teammates need to be self-directed and have an internal motivation to do the right thing, even when the right thing takes a lot of hard work. We show our teammates our appreciation by offering great benefits, competitive pay and solid opportunity for growth. Company Mission: At Kapitus, our mission is to help small business owners grow their organizations by providing tailored, transparent, and ethical financing solutions. We invest in every business owner's story and we are dedicated to building lasting relationships to champion their goals. We promise to keep the best interests of our clients at the center of the financing process by operating with transparency, fairness, and integrity. Consideration will be given to qualified remote candidates residing in states where Kapitus and/or one of its subsidiaries has an established physical presence.
    $63.5k-101.9k yearly Auto-Apply 39d ago
  • Portfolio Manager

    Pennington Partners and Co 4.2company rating

    Remote job

    About the Company Founded in 2016, Pennington Partners is building a premier financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families. Our culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and challenge ourselves every day. We are an ensemble of exceptional professionals with multi-disciplinary backgrounds who value independent judgment, integrity, and fresh ideas. While the firm is gaining scale and institutional structure, we remain committed to our entrepreneurial culture, agility, and flexibility. About the Position Working with some of the most successful families in the country brings with it a commitment to Client Service and Portfolio Management excellence, this position at Pennington is the face of Portfolio Management excellence and engagement with our Operating Partner Families in different markets across the United States. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success. They understand how clear, concise communication combined with reliable execution and follow-through play an important part of our success as a firm. What You'll Do Leading the analysis of the client portfolios, and interfacing with clients to discuss updates. Researching alternative portfolio allocations and proposing methods to improve our existing client reporting processes. Monitoring and managing existing investments to ensure compliance with the terms of the investments and with client investment policy statements. Participating in the Portfolio initiatives that evaluate and improve the asset allocation process of the firm's investment committee, including conducting research into new alternatives strategies. Utilizing relationships with general partners and other investment professionals to monitor fund developments; designing reports to track markets investment and other activity; and assisting in developing agendas for investment conferences and other events. Performing related assignments or special projects as may be required. What You'll Need Minimum of a BA/BS degree. Graduate degree preferred, not required. CFA or CPWA accredited certifications are required. Highly motivated and an ability to work in an entrepreneurial environment. 5+ years of experience in finance, preferably at a private investment firm, investment advisory firm, or investment research consultant. Demonstrated skills interfacing with clients and a passion for improving their lives. Strong written and verbal communication skills, including ability to succinctly explain complex ideas. Ability to multi-task, thrive and adapt in a dynamic, fast-paced environment. Extraordinary organizational and project management skills. What You'll Get. We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary - Competitive compensation (base salary + target bonus) Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
    $102k-172k yearly est. 60d+ ago
  • Portfolio Manager

    United Community Bank 4.5company rating

    Remote job

    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 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. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.
    $60.5k-93.1k yearly Auto-Apply 5d ago
  • Regional Portfolio Manager | Print & Supplies | North America Sales Strategy (Remote Anywhere US)

    Zebra Technologies 4.8company rating

    Remote job

    Remote Work: Yes At Zebra, we are a community of innovators who come together to create new ways of working. United by curiosity and a culture of caring, we develop smart solutions that anticipate our customer's and partner's needs and solve their challenges. Being a part of Zebra Nation means you are seen, heard, valued, and respected. Drawing from our unique perspectives, we collaborate to deliver on our purpose. Here you are a part of a team pushing boundaries today to redefine the work of tomorrow for organizations, their employees, and those they serve. You'll have opportunities to learn and lead in a forward-thinking environment, defining your path to a fulfilling career while channeling your skills toward causes you care about - locally and globally. Come make an impact every day at Zebra. Are you a thought leader who thrives at the intersection of cutting-edge technology and bold business strategy? Are you driven to define the future of a market-leading portfolio? Zebra is on a mission to empower the world's leading businesses with a performance edge. We are looking for a visionary Regional Portfolio Manager (RPM) to be the architect of our Print & Supplies Solutions portfolio in North America. This isn't just a role; it's a platform to own, innovate, and drive the commercial success of a critical business unit. You will be the central voice of the market, shaping our products and orchestrating their journey from concept to customer impact. We're looking for a leader with a proven track record of turning technical innovation into business revenue. This remote role must reside in the US, near a major metro airport with the ability to travel 50-75% nationwide. Strong preference to hire either near/around Lincolnshire, IL or Holtsville, NY. Responsibilities: + Architect the Strategic Roadmap: Own and champion the 30-month product roadmap. You'll identify high-growth opportunities and influence investment priorities to keep Zebra at the forefront of the industry. + Be the Voice of the Customer: Translate deep market insights into clear, actionable product requirements. You'll ensure our solutions are not just innovative but are precisely what our customers need to solve their biggest challenges. + Mastermind Flawless Launches: Develop and execute powerful, cross-functional go-to-market strategies. You will be the trusted advisor who ensures our sales teams, channel partners, and customers are ready for every launch. + Drive Revenue & Growth: Align the entire organization-from Sales and Finance to Marketing and our Business Units-around a unified revenue forecast. You will manage and quantify the revenue impact of our product strategy in alignment with key internal stakeholders. + Empower Our Teams to Win: Serve as the ultimate domain expert. You'll engage directly with strategic customers, equip our sales force with compelling solution content, and build advocacy with our vast partner community. Qualifications: + Bachelor's degree or equivalent experience. + 8+ years of B2B sales experience mapping advanced technical solutions to market needs, with a history of directly impacting business growth. + Must have experience with Printing and Supplies solutions if external; willing to be flexible on this product knowledge if internal. + Must reside in the US, near a major metro airport, with the ability to travel 50%-75% of the time to be in the field with our customers and teams. Strong preference to hire either near/around Lincolnshire, IL or Holtsville, NY. Preferred Qualifications: + Deep familiarity with Zebra's AVS, Supplies, or Sensor portfolios. + Experience working within B2B ecosystems, including ISVs, Integrators, and Resellers. + A deep understanding of the full product lifecycle, from initial concept to market maturity and end-of-life. You are as comfortable discussing technical architecture as you are presenting a business case to the C-suite. + World-class presentation skills and the ability to command a room, whether you're engaging with internal executives, key partners, or strategic customers. + An exceptional ability to translate complex technical features into clear, compelling value for non-technical audiences. + An advanced degree (MBA or technical) is highly preferred. + Proven expertise in product planning, market needs assessment, and advocating for technical requirements. + Fluency in Microsoft Office and PowerBI. #LI-Remote Zebra is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other basis prohibited by law. If you are an individual with a disability and need assistance in applying for a position, please contact us at workplace.accommodations@zebra.com Know Your Rights: ************************************************************************************************* Conozca sus Derechos: ******************************************************************************************* We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Zebra is a federal contractor and is committed to an alcohol and drug free workplace. As a result, all U.S. based employees are subject to the Drug and Alcohol Free Workplace Policy and Procedure. Zebra Total Rewards includes more than just pay and is structured to meet the needs of our changing global business and evolving talent. We are committed to providing our employees with a benefits program that is comprehensive and competitive - including healthcare, wellness, inclusion networks, and continued learning and development offerings. We offer community service days, in addition to the traditional insurances, compensation, parental leave, employee assistance program and paid time off offerings depending on the country where you work. Salary: USD 141300.00 - USD 211900.00 Yearly Salary offered will vary depending on your location, job-related skills, knowledge, and experience. Additionally, all Zebra roles are eligible for cash incentive programs. For example, sales roles have additional opportunity to earn substantial variable compensation tied to quota achievement. In most other roles, the Zebra annual cash incentive program links Company and individual performance together. Some roles may also be eligible for long-term incentive equity awards. To protect candidates from falling victim to online fraudulent activity involving fake job postings and employment offers, please be aware our recruiters will always connect with you via @zebra.com (********************************* email accounts. Applications are only accepted through our applicant tracking system and only accept personal identifying information through that system. Our Talent Acquisition team will not ask for you to provide personal identifying information via e-mail or outside of the system. If you are a victim of identity theft contact your local police department. Zebra Technologies leverages AI technology to evaluate job applications using objective, job-relevant criteria. This approach enhances efficiency and promotes fairness in the hiring process. However, every decision regarding interviews and hiring is made by our dedicated team, because we believe people make the best decisions about people. For more on how we use technology in hiring and how we process applicant data, see our Zebra Privacy Policy.
    $94k-113k yearly est. 25d ago

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