Mutual fund manager work from home jobs - 75 jobs

*Applications will be accepted until 11:59 PM AEST on 26 January 2026. We encourage you to apply early as the position may close sooner if a suitable candidate is found. Position: Long Term (Full Time) Classification: Level 15 Reports To: Senior Portfolio Manager Location: Based and have working rights in Fiji or Samoa *Candidates must have valid right to work in the country where they are based. Palladium cannot consider applicants who require work authorisation sponsorship for this role. About REnew Pacific Palladium is a global leader in the design, development, and delivery of Positive Impact - the intentional creation of enduring social and economic value. We work with governments, businesses, and investors to solve the world's most pressing challenges. With a team of more than 4,000 employees operating in 90-plus countries and a global network of over 35,000 experts, we help improve economies, societies, and, most importantly, people's lives. REnew Pacific is an AU$75M program over 4.5 years. It aims to scale and expand on the critical lessons learned in the DFAT-funded Business Partnerships Platform (BPP) pilot to support DFAT and the Australian Infrastructure Financing Facility for the Pacific (AIFFP) to address climate infrastructure mitigation, adaptation and resilience among Pacific states and help Australia be the climate infrastructure partner of choice in the Pacific. Purpose of Position The Portfolio Manager - South Pacific Region is an integral part of the REnew Pacific program and leads the in-country management of the program's portfolio of renewable energy projects in the southern Pacific Island Countries, particularly Fiji, Samoa, Tuvalu and/or others. The Portfolio Manager - South Pacific Region assists in the development and granting of projects and manages the day-to-day interactions with recipient partners, monitoring progress and supporting implementation. The role also contributes to implementation of REnew Pacific strategies and plans including related to GEDSI, localisation and monitoring, evaluation and learning. REnew Pacific staff work remotely from Australia's east coast and various Pacific nations. REnew Pacific does not have an operating office in the South Pacific region, so this position operates remotely. Depending on the circumstances of the candidate, REnew Pacific will work out a solution for a remote work location, or support communications infrastructure necessary to work from home. Primary Responsibilities Under the guidance and direction of the Senior Portfolio Manager, the Portfolio Manager - South Pacific Region will: Portfolio Management and Pipeline Development: Manage a portfolio of REnew Pacific projects and partnerships in South Pacific region, in accordance with grant agreements and the REnew Pacific Grant Management Framework Serve as the primary relationship manager for established grants and related partners, ensuring coordination and effective communication with partners Lead program processes, monitoring progress and key risks, maintaining excellent relationships and keeping the Senior Portfolio Manager and DFAT informed as appropriate Regularly liaise with DFAT Posts to ensure awareness and coordination of the portfolio. Support REnew Pacific partners to anticipate issues, problem solve and work adaptively in a dynamic context. Support the REnew Pacific team in the identification and pursuit of partnership and project opportunities. Coordinate partner engagement for pipeline development. Establish and maintain effective relationships with providers and suppliers of technical solutions for renewable energy in Pacific Island Countries (PICs) to ensure that locally-based firms and personnel participate in project development, design and delivery where possible Support REnew Pacific communications and public diplomacy activities including to frame and detail project level stories and lessons learned Lead project level reporting, analysis, and work planning, keeping REnew Pacific Management Information Systems up to date. Lead partner activities including training and capacity building Escalate complex issues to the Senior Portfolio Manager at the earliest opportunity Leadership and Management: Provide timely and accurate reporting through REnew Pacific systems, including health and safety incidents, fraud and child protection reporting as well as project activity reporting Champion REnew Pacific commitments such as promotion of gender equality, disability and social inclusion Other: Travel locally and internationally, as required. Any other tasks requested by the Senior Portfolio Manager or REnew Pacific's Portfolio Team and REnew Pacific Leadership Team as appropriate to the incumbent's experience and qualifications. Due to the evolving nature of our program, it is possible that the incumbent may be expected to undertake duties that fall outside the remit of their original Terms of Reference as reasonably required to ensure the ongoing success of the program. Reporting Requirements This role reports into Senior Portfolio Manager. Reporting requirements may include but are not limited to: Attendance at team meetings, other requested meetings and regional meetings (e.g. townhalls). Regular (minimum of monthly) one to one meetings with your line manager on the status of personal Key Result Areas (KRAs), career development discussions and any other matters. Minimum Education and Experience Required A degree in engineering, science, energy systems, natural resource management, or other relevant disciplines or equivalent level of experience. Experience with renewable energy projects in off-grid applications and/or demonstrated knowledge of renewable energy systems, with a focus on the Pacific Islands is highly desirable. Demonstrated experience in portfolio management, rural and community development and partnership skills. Project management, time management, reporting and analysis skills, including ability to manage budgets and write progress reports. Experience in research and producing written summaries and analyses. Demonstrated ability to work autonomously with limited supervision, to work to deadlines, and to balance competing priorities. Excellent written and oral communications skills with demonstrated experience in using communications strategically for advocacy purposes. Ability to prioritise and work calmly under pressure. Demonstrated commitment to diversity and inclusion, particularly in a cross-cultural context Equity, Diversity & Inclusion - Palladium is committed to embedding equity, diversity, and inclusion into everything we do. We welcome applications from all sections of society and actively encourage diversity to drive innovation, creativity, success, and good practice. We positively welcome and seek to ensure we achieve diversity in our workforce; and that all job applicants and employees receive equal and fair treatment regardless of their background or personal characteristics. These include: (but are not limited to) socio-economic background, age, race, gender identity and expression, religion, ethnicity, sexual orientation, disability, nationality, veteran, marital or Indigenous status. Safeguarding - We define Safeguarding as "the preventative action taken by Palladium to protect our people, clients and the communities we work with from harm". We are committed to ensuring that all children and adults who come into contact with Palladium are treated with respect and are free from abuse. All successful candidates will be subject to an enhanced selection process including safeguarding-focused interviews and a rigorous due diligence process. Apply now Share Save 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.

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Private Equity & Hedge Fund Accounting Teams. Our primary goal is to provide exceptional customer service, accounting and administration services to our hedge and private equity fund customers. As a Fund Accounting Manager, you will be responsible for the accounting operations and resolution of accounting issues for clients. What you will do: As the main contact for clients, we will need you to demonstrate your expertise in the area of offshore and domestic fund accounting and administration for alternative funds. You will manage the delegation of funds to your team, coordinate/onboard new fund set ups, serve as a liaison between clients and internals teams, and work closely with all parties to provide accurate and thorough accounting packages. As the record keepers for the fund, you and your team will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations. You will be required to adhere to our Anti-Money Laundering policies and procedures when reviewing all fund transactions. As a Fund Accounting Manager, you are responsible for ensuring your team is in compliance with our department's rules and regulations designed to stop the practice of generating income through illegal actions. You and your team will generate and reconcile all accounting reporting, such as month-end valuation reports. You will review and approve month-end valuations prior to distribution to client with a goal of 100% accuracy. In addition, you will authorize wire payments from fund's escrow accounts. You will correspond with investment managers and regarding day-to-day inquiries, including questions on transactions associated with the fund(s), administration servicing planning and reporting of funds and financial statements. Client engagement and a dedication to quality service is a must for success. You will connect with investment managers, transfer agents, and sales and service teams to resolve open issues and questions, getting in touch with internal technology support and vendor support when necessary to resolve any production issues or system support queries. You will conduct performance appraisals, monthly one-on-ones with your supervisors and analysts and provide career pathing and training. You will also ensure staffing requirements are met by assessing resource requirements, interviewing candidates and hiring employees. You will provide and champion a team environment to include individual development, promotions and disciplinary action. You will support the new business development and relationship teams for prospect calls, client visits and presentations. You will facilitate the on-boarding of new and converted clients by gathering client requirements, submitting any custom requests and communicating key deliverables to your team members. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career. What we need from you: BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience. Minimum of 5 years' experience in the fund services industry, alternatives experience required. Minimum of 2 years' supervisory or management experience. Intermediate skills in Microsoft Excel. What we would like from you: The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. Strong customer service skills as you will be communicating daily with your clients and other service providers. A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy. Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* The base salary pay for this role is $105,000 - $160,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval. Work location: Remote SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare. $110,060.00 - $170,590.00 The Fund Manager, Alternatives, will play a key role in managing proprietary alternative investment portfolios, including private investments and both liquid and illiquid alternative strategies, such as private equity, private real estate, private credits, hedge funds and other non-traditional asset classes (“Alternatives”). This role will assist senior leadership in sourcing, evaluating, and monitoring alternative investment managers and strategies, while ensuring adherence to investment guidelines and objectives. This position also involves supporting strategic initiatives, managing projects, and collaborating with internal teams and external partners. Essential Functions for this role include: Research, source and conduct due diligence on external investment managers to help construct an Alternatives investment portfolio in accordance with the funds' investment guidelines and risk-adjusted return objectives. Conduct qualitative and quantitative analysis on alternative investment funds and strategies. Through periodic comprehensive reviews of the existing investment portfolio and provide recommendations for improvement and optimization. Perform due diligence on existing and prospective managers across private equity, private credit, real estate, hedge funds, and other alternative asset classes, including onsite visits and conference attendance. Monitor adherence to investment guidelines and maintain strong relationships with asset managers. Assist in managing cash flows, capital calls, and rebalancing within alternative portfolios. Stay informed on market trends, economic developments, and alternative investment strategies. Prepare and present routine and ad hoc reports on portfolio performance, manager updates, and market insights for internal committees, regulatory filings, and client communications. Monitor existing portfolio, including frequent interactions with investment managers, review of quarterly reports, as well as attending annual meetings. Prepare quarterly performance reporting package. Maintain and strengthen the group's networks and relationships with institutional managers and institutional investors in the Alternatives space. Work closely with the Managing Director to review and provide recommendations for the Alternatives strategy, including the review of appropriate asset class goals and objectives, asset allocation, cash flow forecasting, as well as long-term growth strategies. Performs other duties as assigned. If you have the following skills, we encourage you to apply: 5+ years of portfolio management within private markets Bachelor's degree in business or a relevant field CAIA Certification - Preferred Requires 20% travel to annual member conferences Experience in investment management with a focus on alternative asset classes, including private investments and hedge funds Experience in one or more investment areas within the private market investing Experience fostering relationships among institutional managers and investors Experience in quantitative and qualitative analysis and/or management of external managers Experience in reviewing, evaluating and negotiating complex partnerships and contractual agreements Experience and skill in understanding and evaluating sophisticated investment strategies Strong analytical skills, understanding of portfolio construction, and familiarity with due diligence processes Excellent written, oral and interpersonal communication skills Strong computer skills (Excel, PowerPoint, Word) Must possess highest ethical standards Ability to communicate complex investment concepts clearly and effectively to various stakeholders Years of experience in type of industry Ability to work independently as well as in a collaborative, team-oriented environment To benefit your career and support your wellbeing, we offer: Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions Flexible and hybrid work schedules to support work-life balance Tuition reimbursement to support continued education Professional and career development opportunities, including courses and certifications Comprehensive wellness programs promoting physical, mental, and emotional health Volunteerism initiatives to encourage community engagement Click here to learn more about MissionSquare's benefits. Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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.

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

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

Management of all resources, and logistics required to perform services and maintenance activities on customers' site/property. These activities contribute to, maintain, repair and refurbish sold or existing products. Includes all types of maintenance service (preventive and remedial), manage maintenance facilities and field services engineering. Responsible for departmental operations planning/execution or is focused on execution of professional activities within a technical discipline. Functions with some autonomy but guided by established policies or review of end results. The job allows modification of procedures and practices covering work as long as the end results meet standards of acceptability (quality, volume, timeliness etc.). **Job Description** **Roles and Responsibilities** + Act as the single point of contact to the Greek Transactional and MMP customers for timely and satisfactory resolution of concerns covering a wide variety of support services offered for assigned region, product, or coverage area - Responsible for knowledge of assigned region, coverage area, or product lines, their associated configuration installations, and represents the most direct access to all appropriate internal functions to support the customer · Establish and maintain contact to provide on-going technical and business support to assigned customers in designated geographic region or coverage area + Includes direct people management responsibility including staffing and performance development. Utilizes in-depth knowledge of a technical discipline and analytical thinking and technical experience to execute policy/strategy. + Has knowledge of best practices and how own area integrates with others; is aware of the competition and the factors that differentiate them in the market + Uses some judgment and has some ability to propose different solutions outside of set parameters to address more complicated manufacturing processes with technical variety and/or interdependent production cycles. Uses technical experience and analytical thinking. Uses multiple internal and limited external sources outside of own teams to arrive at decisions. + Acts as a resource for colleagues with less experience. May lead small projects with low risks and resource requirements. Explains information; developing skills to bring team members to consensus around topics within field. Conveys performance expectations and may handle sensitive issues. **Required Qualifications** + For roles outside of the USA- This role requires advanced experience in the Services & Customer Service Management. Knowledge level is comparable to a Bachelor's degree from an accredited university or college ( or a high school diploma with relevant experience). + For roles in USA - Bachelor's degree from an accredited university or college (or a high school diploma / GED with at least 6 years of experience in Job Family Group(s)/Function(s)). **Desired Characteristics** + Strong oral and written communication skills. Demonstrated ability to analyze and resolve problems. Ability to document, plan, market, and execute programs. Established project management skills. **Additional Information** **Relocation Assistance Provided:** No \#LI-Remote - This is a remote position 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.

Insight Global is seeking a Portfolio Manager to work fully remote on a one-year contract, with the possibility of conversion to a full-time role or extension. This individual will support wholesale affiliate partners and oversee a portfolio of approximately 20-25 projects. The ideal candidate will have exceptional communication skills and strong leadership capabilities to collaborate closely with executive stakeholders. Day to day, they will manage a portfolio budget of $20-25 million and be responsible for EAC (estimate at completion) forecasting, burn rate analysis, and managing both labor and non labor budgets. They will also be expected to create forecast trends. All financial documentation will be maintained in Clarity. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - Ability to create PowerPoint presentations without direction for executive-level audiences - Strong communication skills to effectively engage with executives - Able to improve reporting, identifying process gaps (risk mgt), and building dashboard visibility for leadership - Experience managing a budget of at least $20 million o Establish funding buckets o Resource allocation o Burn Rate Analysis - Experience using Clarity (or a comparable financial documentation tool-excluding Microsoft tools) - Healthcare insurance experience (highly preferred)

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.

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.

Are you an ambitious leader with a vision for the future of venture capital? Do you dream of launching your own VC fund but need guidance, community, and the right tools to succeed? VC Lab, the world's premier venture capital accelerator, invites you to apply for our next cohort. What is VC Lab?VC Lab is an intensive, 14-week online accelerator that guides new and emerging managers through every step of launching a venture capital fund. Our program has helped over 500 firms worldwide, providing a rigorous curriculum, access to a global network, and best-in-class technology. We believe in democratizing access to venture capital and empowering values-driven individuals to reshape the industry. Scam WarningVC Lab and Decile Group never conduct screening interviews via chat, and we will never ask candidates to send money, purchase equipment, or share financial information. Scammers may impersonate real employee names. If you are contacted about a role outside our official channels, do not engage.What You'll Do Develop and refine your unique investment thesis and fund strategy Build and administer your fund, from structure to compliance and LP closing Connect with a diverse, global network of peers and mentors Close limited partners, manage due diligence, and launch your fund in under six months Who Should Apply Aspiring or experienced investors ready to lead their own fund Professionals with a strong network and a differentiated vision for the market Individuals committed to ethical and transparent practices (commitment to the Mensarius Oath) Motivated self-starters able to dedicate 20-30 hours per week to firm-building activities Make Fund Launch Even Faster with Start FundWant to get started immediately? The Decile Group's Start Fund platform allows you to launch an institutional-grade VC fund in less than one business day, with no upfront costs and streamlined operations. Start Fund is perfect for new managers seeking a fast, flexible, and affordable entry into venture capital. Important NoteThis is not a paid employment opportunity. By applying, you are expressing interest in joining the VC Lab Accelerator to launch and lead your own venture capital fund. There is no salary or compensation. Your reward is the chance to build, own, and grow your own fund with world-class support.

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

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.

Senior Director, Portfolio Management Suite: Credit Risk and Loan Administration Department: Portfolio Management Location: Fully US-based remote; must reside within commutable distance to an NFF office (Boston, Los Angeles, New York, Oakland, Philadelphia). Salary Range: $99,500 - $110,600 About Nonprofit Finance Fund Nonprofit Finance Fund (NFF ) is a nonprofit lender, consultant, and advocate. For more than 40 years, we've helped organizations access the money and resources they need to realize their communities' aspirations. Alongside others, we're working to build community wealth and well-being and put affordable housing, essential services, quality jobs, and excellent education within reach of more people. At NFF, we envision a world of shared prosperity, where communities have the capital, community assets, knowledge, and agency to thrive. Learn more about our work to achieve our vision through our Theory of Change and Values. About This Role Nonprofit Finance Fund is looking for talented and mission-driven Manager, Portfolio Management who specializes in commercial loans to support our Portfolio Management team in the post-closing relationship management of NFF's borrowers. The Portfolio Management team serves as the client point of contact once the loan has closed, and is responsible for payment performance, compliance monitoring, annual review, financial analysis, and risk mitigation. Portfolio Managers manage a broad array of loans and enable NFF to identify and resolve performance-related concerns. The Portfolio Management team also measures and presents lending business insights, credit risk, and performance metrics. This role offers a unique opportunity to work hands-on with our borrowers and leverage analytical skills to drive meaningful and lasting change in the communities we serve. NFF is a remote-first organization with offices in Boston, New York, Philadelphia, Oakland, and Los Angeles. This is a US-based remote role, with a strong preference for candidates within commutable distance to one of NFF's offices. NFF has core business hours where we expect all staff to be available from 9:00 am to 5:00 pm local time, and occasional travel (20%) is required. What You Will Do Essential responsibilities for this role include, but are not limited to: Portfolio Monitoring & Risk Management (35%) Oversee the performance of assigned loan portfolios and asset classes Analyze portfolio trends and identify emerging risks by evaluating payment performance, borrower financial ratios, pricing, economic conditions, and other relevant indicators Prepare quarterly loan impairment analyses for troubled loans within the assigned portfolio Produce annual portfolio reviews that surface trends, assess risk, and keep internal stakeholders informed of performance and concerns Deliver consistent, accurate financial and risk analyses during key loan events, including annual reviews, modifications, extensions, and defaults Relationship Management & Customer Service (35%) Deliver high-quality, responsive customer service across all borrower interactions, including answering questions and advising on loan transactions Serve as the primary post-closing relationship manager for NFF borrowers Proactively follow up with borrowers regarding covenant compliance, performance concerns, or other post-closing issues Compliance, Documentation & Workout Management (20%) Manage loan covenant compliance, including financial statement collection, periodic compliance testing, and borrower follow-up related to covenant violations Prepare loan documentation to implement approved changes or coordinate with legal counsel to ensure timely and accurate execution Analyze loan issues and propose solutions, clearly articulating risks and tradeoffs in formal credit memoranda Develop and support loan workout plans under the direction of the Senior Director and Chief Credit Officer, ensuring adherence to approved strategies Meetings and Other Duties As Assigned (10%) Attend internal and external meetings as needed As work and community/client needs change assignments, projects, and job duties will be assigned and may change Who You Are and Minimum Qualifications Minimum of five (5) years of professional Portfolio and/or Asset Management experience with financial analysis expertise in Financial Services, Commercial Real Estate, or other related fields Formal Commercial Credit training from a recognized bank or institution A Bachelor's degree in Accounting, Finance, Economics or a closely related field, or an equivalent combination of education and relevant experience within commercial banking and/or lending Proficient in creating and communicating credit, investment, or real estate analysis - formal writing and oral presentation to various stakeholders Proficient in effectively synthesizing information, organizing logical arguments, and summarizing key points Advanced knowledge of Excel with the ability to perform financial analysis and modeling Proficient experience in analyzing complex financial statements and tax returns Proficient in interpreting legal documents such as leases, mortgage notes, contracts, etc. Proficient in reviewing construction budgets, project plans, appraisals, inspection reports and other real estate documents Strong ability to draw conclusions from financial and market data to make sound recommendations regarding ongoing loan management Comfortable interfacing data between various computer applications/systems including Salesforce and Microsoft Office Applications All other equivalent combinations of work experience and training/education will also be considered The Strongest Candidates Will Have/Be Commitment to NFF's values and mission Experience working with communities with historical disinvestment Experience with affordable housing subsidy programs, historic tax credit programs and other economic development tools Learning orientation and commitment to continuous improvement, learning, and advancing equity in lending practices Ability to work proactively, independently, and effectively in a remote environment and build strong relationships with colleagues and partners across geographies and time zones Willingness to collaborate with a dynamic and mission-driven team Strong time management and organizational skills with the ability to effectively manage multiple priorities and deadlines in a fast-paced environment Benefits and Compensation NFF offers a generous benefits package that currently includes up to twenty (20) paid holidays/business closure days, three (3) floating holidays, unlimited flexible time off, group medical insurance with a funded health reimbursement account, dental and vision plans, life insurance and disability plans, a retirement plan with both a non-elective employer contribution (4%) and additional match contribution (2%), a “work from home” fund, and flexible spending accounts to cover health, dependent care, and commuter costs. This is an exempt, full-time role with an annual salary range of $99,500 - $110,600. A compensation offer is based on a candidate's background and years of relevant experience, with consideration for internal equity. Because of our strong commitment to equity and growth, we do not negotiate compensation offers.

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.

WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO? * Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. * Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. * Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent in Finance, Business or related field * Minimum 6 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Advanced experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Advanced analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Are you looking for a Challenge? Looking for an innovative organization and the opportunity to learn and grow professionally? We can help! We are seeking a Project Manager to support the United States Department of Agriculture (USDA) Forest Service's Special Uses division in North Carolina. This position is fully remote. ** Please note that this is a part-time position, (8) hours per week, on Tuesdays .** I've never heard of Terrestris. What do you do? At Terrestris, we leverage technology to create better mission outcomes through better human performance. We form strong client and team relationships through transparency and strive to create an environment where our team can let their excellence shine through. By finding, developing, and incorporating new ideas, we provide memorable services. Rooted in the USMC values of honor, courage, and commitment, Terrestris seeks to deliver extraordinary value to the American people by helping the Government become more efficient and effective. So, what will the Project Manager at Terrestris do? As the Project Manager you be responsible for managing the planning and implementation of complete projects. You will Plan, coordinate, develop, and / or manage the full cycle lifecycle of special use authorizations. You will integrate all functions and activities necessary to perform the project to meet the necessary requirements as well as plan and implement all aspects of a project to meet quality, statutory and regulatory requirements. Additionally, you will coordinate among stakeholders, ensure compliance, and perform implementation of all tasks specific to special uses. You will be responsible for planning, organizing, coordinating, scoping, directing, executing, monitoring, and controlling major aspects of the project, including monitoring, processing new proposals, advising on complex special use issues, advising on policy, processing amendments as well as interfacing with Forest support personnel. What does a typical day look like for the Project Manager? You will: Develop schedules, review title work, prepare preliminary and final title opinion packages, and work with forest to work through complex special use projects. Conduct records research and advise staff on complex special use issues. Perform on-site inspections and work directly with private citizens or organizations to process special use authorizations. Ensure all work is compliant with USDA Forest Service standards. Travel to project locations to work with landowners or conduct inspections via privately owned vehicle; project sites will be throughout the National Forests in North Carolina. What qualifications do you look for? You might be the professional we're looking for if you have: Authorization to work in the U.S. permanently without sponsorship. A High school diploma or equivalent. A minimum of (10) years of experience in special uses, advising on special uses legal or policy matters. Demonstrated experience in scheduling and communicating effectively with public and private citizens. Strong understanding, both theoretical and practical, of Federal Special Uses policy and process. Experience managing existing projects through the process lifecycle. Excellent written and verbal communication skills and the ability to engage stakeholders of diverse backgrounds and perspectives. Competency in computer use and proficiency in word processing software. A self-motivated mentality and the ability to work independently to achieve project or program goals. What kind of benefits does Terrestris Offer? We offer outstanding benefits including health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, and work-life programs. Our award programs acknowledge employees for exceptional performance and superior demonstration of our service standards. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in our benefit programs. Other offerings may be provided for employees not within this category. Terrestris is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status. Applicants must be authorized to work in the U.S. DILBERT © 2018 Scott Adams. Used By permission of ANDREWS MCMEEL SYNDICATION. All rights reserved.

United Community is seeking a highly experienced Portfolio Manager Senior to oversee and manage a portfolio of large commercial credits. This role is critical in ensuring the portfolio meets soundness, profitability, and growth objectives. The ideal candidate will provide expert credit, underwriting, and sales support, while also serving as a secondary contact for client relationships. What You'll Do Lead all aspects of local loan portfolio management, including annual reviews, covenant compliance, and collateral exceptions. Collaborate with senior leadership to maintain appropriate risk profiles. Manage and mentor a team of credit specialists, portfolio managers, and analysts. Oversee the preparation of credit memos, spreads, and related documentation. Participate in client calls, underwriting, credit presentations, and loan closings. Identify and mitigate credit risks through sound analysis and recommendations. Prepare commitment letters and review loan documentation. Support cross-sell initiatives and coach team members on relationship development. Assist lenders in prospecting and client engagement efforts. Requirements For Success Bachelor's degree in Finance or Accounting preferred. 7-10 years of experience in commercial lending or financial services. Deep knowledge of credit policy, banking regulations, and loan documentation. Proven ability to analyze complex financial statements and tax returns. Strong analytical, organizational, and time management skills. Excellent communication and interpersonal skills. Proficiency in internal systems and reporting tools. 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.