The Tax Smart Strategies team within Customized Managed Account Solutions is part of J.P. Morgan Asset Management (JPMAM), and manages $25B in AUM in active and index tax aware / direct-indexing strategies.
As a Portfolio Manager - Associate, on the Tax Smart Strategy Portfolio Management team you will focus on partnering with research teams to build, implement and oversee tax managed investment strategies.
Job responsibilities:
Assist with daily portfolio management for direct indexing and tax aware SMA portfolios
Manage ongoing oversight of portfolio and strategy level performance and attribution
Translating research into actionable and investable systematic investment processes and portfolios
Partnering with technology, quant, product and client teams to design, build and improve scalable investment platforms
Required qualifications, skills and capabilities:
2-5 years of full-time relevant work experience
Detail oriented and process driven
Strong data analysis and excel skills
Experience using portfolio optimizers and risk models
Experience with tax optimization preferred
Familiarity with separately managed accounts
Familiarity with index methodologies
Preferred qualifications, skills and capabilities:
Python/SQL experience desirable
Python/SQL experience desirable
Progress towards MBA, CFA and/or equivalent desirable
$77k-139k yearly est. Auto-Apply 60d+ ago
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Process Administrator - Auto Finance
Huntington National Bank 4.4
Columbus, OH
DescriptionSummary: This Process Administrator position provides 'Simply the Best' customer service at all times. Under minimum supervision, performs a variety of assignments that are moderately complex and require detailed knowledge of company and/or department procedures. We're looking for a self-starter who wants to grow with us!
Duties and Responsibilities:
Under minimum supervision, perform a variety of assignments that are moderately complex and require detailed knowledge of company and/or department procedures.
Receives, classifies, reconciles, interprets, consolidates, maintains and/or summarizes multiple sources of records, files or documents.
Compiles regular and special reports drawing data from a variety of sources.
Exchanges information and resolve problems where multiple non-standard solutions are available. •Refers unusual cases to team leader or supervisor.
This position is typically cross-trained to perform various functions in the area.
May train less experienced employees and/or organize work flow.
Performs other duties as assigned.
Basic Qualifications:
High School Diploma or GED required
1-3 years of work experience in a processing type function.
Preferred Qualifications:
Excellent in customer service, highly motivated, focused, and goal oriented
Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
Strong organizational skills with attention to detail, planning and follow-up
Ability to multi-task
PC and internet proficiency Based on experience, this position may be hired at the senior level.
Proficiency in Microsoft Office Products, and the ability to type a minimum of 35 wpm required.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$61k-74k yearly est. Auto-Apply 16d ago
Bank Risk Investment Officer
PNC 4.1
Cleveland, OH
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Bank Risk Investment Officer within PNC's Market Risk Oversite organization, you will be based in a location within the PNC footprint.
We are seeking a risk manager to join our team, reporting directly to the Head of Capital Markets Risk Oversight. This role is critical in managing market risk across the Capital Markets business, with a strong focus on Interest Rate Derivatives, FX, Commodities, Structured Products, and advanced risk metrics such as VaR, CVA, and stress testing.
Key Responsibilities Include:
Strategic Oversight: Support the Head of Capital Markets Risk Oversight in defining and executing the risk oversight strategy for trading and structured products.
Risk Framework Development: Design, implement, and continuously enhance market risk assessment, limit frameworks, and monitoring tools.
Analytics & Technology: Develop and maintain advanced analytics leveraging Python and SQL; build tools to improve risk transparency and decision-making.
Cross-Functional Collaboration: Work closely with Front Office, Finance, IT, Legal, Compliance, and other stakeholders to ensure integrated risk management.
Daily Risk Monitoring: Oversee risk exposures, validate adherence to limits, and escalate breaches promptly.
Quantitative Analysis: Quantify and analyze complex risks including PFE, VaR, CVA, and stress scenarios.
Regulatory Engagement: Represent Market Risk Oversight in regulatory and audit reviews, ensuring timely and accurate responses.
Capital Markets Committees: Actively participate and provide risk insights to senior management and governance forums.
Preferred Qualifications Include:
Experience: 5-10 years in Capital Markets risk management or related roles.
Product Knowledge: Good understanding of at least one of following market: Interest Rate Derivatives, FX, Commodities, Structured Products, and associated risk methodologies.
Technical Skills: Proficiency in Python and SQL; ability to develop analytics and automate processes. Knowledge of Murex is a strong plus.
Risk Metrics Expertise: Hands-on experience with VaR, PFE, stress testing, and other advanced risk measures.
Education: Bachelor's or Master's degree in Finance, Economics, Mathematics, or related field.
Collaboration: Strong ability to partner across functions and influence stakeholders.
Growth Mindset: Willingness to learn, adapt, and grow within the organization.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Establishes Line of Business vision and strategy, initiatives and activities associated with building, testing, and/or validation of quantitative models used for important business decisions and policies. Oversees robust and comprehensive model review testing and quantitative analysis in accordance with all applicable review procedures and lifecycle standards.
+ Creates Line of Business vision and establishes strategies needed to develop new model frameworks.
+ Oversees the most complex qualitative and quantitative assessments of all aspects of models including theoretical aspects, model design and implementation as well as data quality and integrity. Grants Line of Business approval on the reviews of complex reports and associated quantitative analysis. Validates existing models and assesses model risks.
+ Evaluates identified model risks and reaches conclusions on strengths and limitations of the model. Reviews and approves the preparation and analysis of detailed documents for validation and regulatory compliance.
+ Directs, motivates, develops and manages the performance of the management team and key staff.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Analytical Thinking, Credit Risks, Data Analytics, Financial Analysis, Model Development, Operational Risks, Quantitative Models, Risk Appetite
**Competencies**
Bank Quantitative Analysis, Consulting, Data Gathering and Reporting, Predictive Analytics, Quantitative Techniques, Regulatory Environment - Financial Services, Testing
**Work Experience**
Roles at this level typically require a university / college degree as well as a Masters degree, PhD, or certifications. Industry-relevant experience is typically 8+ years. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $125,000.00 - $276,900.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 12/12/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$77k-147k yearly est. 41d ago
Senior Portfolio Manager, Fixed Income
Johnson & Johnson 4.7
Brunswick, OH
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at *******************
Job Function:
Finance
Job Sub Function:
Treasury
Job Category:
People Leader
All Job Posting Locations:
New Brunswick, New Jersey, United States of America
Job Description:
Johnson & Johnson is recruiting for a Senior Portfolio Manager, Fixed Income to be located in New Brunswick, NJ.
The Senior Portfolio Manager, Fixed Income is a key member of the investment team that is responsible for managing a global asset pool exceeding $50 billion. This role is expected to lead the full lifecycle of public market fixed income investments, including manager and fund selection, due diligence, onboarding, monitoring, termination, and transition management. Furthermore, the position serves as a subject matter expert in liability-driven investing (LDI), analyzing liability profiles and recommending tailored investment strategies. Reporting directly to the VP, Head of Public Markets, the Sr. Manager will drive strategic execution across all aspects of fixed income investment activity.
Major Responsibilities
Lead all public market fixed income investment activities globally.
Identify and evaluate fixed income funds and managers across diverse fixed income mandates.
Conduct investment and operational due diligence; manage hiring, integration, monitoring, and termination of managers.
Maintain a pipeline of viable investment opportunities and managers.
Monitor and communicate performance of fixed income investments worldwide.
Assess and enhance reporting for liability-driven investments.
Track industry trends to identify top-performing managers and assess their potential fit within Johnson & Johnson's DB/DC plans and select non-U.S. plans.
Recommend appropriate benchmarks for fixed income portfolios.
Assign and communicate manager ratings to investment leadership and committees.
Measure and manage active risk across fixed income portfolios.
Source and evaluate new strategic and tactical investment opportunities.
Prepare and present performance reports to global investment committees.
Collaborate with investment team members and actuaries to understand liability dynamics and recommend hedging strategies (especially for U.S., Canada, and select European plans).
Monitor U.S. pension funded status and collaborate with the CIO, Pension Plans and the VP, Head of Public Markets on any potential asset allocation changes resulting from a change in funded status.
Lead asset/liability studies for smaller plans and collaborate across asset classes and cross-functionally to implement approved changes.
For select non-U.S. plans and in partnership with local committees, oversee benefit investments, asset allocation, liquidity, funding and risk management; design and implement liability hedging programs.
For select new non-U.S. plans, review investment arrangements; evaluate recommendations for local investment providers; review local consultants' proposals and challenge local consultants' assumptions; analyze potential investment implications of plan design changes and recommend appropriate action.
Qualifications:
Minimum of a Bachelor's Degree is required, an undergraduate degree in Business, Finance, Economics, or Statistics is strongly preferred.
CFA, CAIA, CPA, or MBA is preferred
Strong quantitative and analytical skills required.
Deep expertise in public fixed income markets and strategies.
Minimum of 5 years in institutional investment, with experience selecting fixed income managers.
Knowledge of private credit is a plus.
Proficiency in tools such as eVestment, Morningstar, Bloomberg, Backstop, and Factset.
Advanced Excel skills, including modeling, are required
Strong presentation capabilities, including an ability to clearly explain complex concepts to diverse audiences.
Must be a self-starter, work independently with minimal supervision, as well as be a team player with excellent communication and relationship-building skills.
Ability to thrive in a dynamic environment, manage multiple priorities, and demonstrate intellectual curiosity.
Willingness to travel 25-30%, including internationally.
Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via
*******************/contact-us/careers
. Internal employees contact AskGS to be directed to your accommodation resource.
Required Skills:
Preferred Skills:
Leadership, Pension Administration, Pension Analysis, Pension Communications, Pension Systems, Process Improvements, Risk Assessments, Treasury Management
The anticipated base pay range for this position is :
$122,000.00 - $212,750.00
Additional Description for Pay Transparency:
Subject to the terms of their respective plans, employees are eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)).
This position is eligible to participate in the Company's long-term incentive program.
Subject to the terms of their respective policies and date of hire, employees are eligible for the following time off benefits:
Vacation -120 hours per calendar year
Sick time - 40 hours per calendar year; for employees who reside in the State of Colorado -48 hours per calendar year; for employees who reside in the State of Washington -56 hours per calendar year
Holiday pay, including Floating Holidays -13 days per calendar year
Work, Personal and Family Time - up to 40 hours per calendar year
Parental Leave - 480 hours within one year of the birth/adoption/foster care of a child
Bereavement Leave - 240 hours for an immediate family member: 40 hours for an extended family member per calendar year
Caregiver Leave - 80 hours in a 52-week rolling period10 days
Volunteer Leave - 32 hours per calendar year
Military Spouse Time-Off - 80 hours per calendar year
For additional general information on Company benefits, please go to: - *********************************************
$122k-212.8k yearly Auto-Apply 51d ago
Bank Risk Investment Officer
PNC Financial Services Group, Inc. 4.4
Cleveland, OH
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Bank Risk Investment Officer within PNC's Market Risk Oversite organization, you will be based in a location within the PNC footprint.
We are seeking a risk manager to join our team, reporting directly to the Head of Capital Markets Risk Oversight. This role is critical in managing market risk across the Capital Markets business, with a strong focus on Interest Rate Derivatives, FX, Commodities, Structured Products, and advanced risk metrics such as VaR, CVA, and stress testing.
Key Responsibilities Include:
Strategic Oversight: Support the Head of Capital Markets Risk Oversight in defining and executing the risk oversight strategy for trading and structured products.
Risk Framework Development: Design, implement, and continuously enhance market risk assessment, limit frameworks, and monitoring tools.
Analytics & Technology: Develop and maintain advanced analytics leveraging Python and SQL; build tools to improve risk transparency and decision-making.
Cross-Functional Collaboration: Work closely with Front Office, Finance, IT, Legal, Compliance, and other stakeholders to ensure integrated risk management.
Daily Risk Monitoring: Oversee risk exposures, validate adherence to limits, and escalate breaches promptly.
Quantitative Analysis: Quantify and analyze complex risks including PFE, VaR, CVA, and stress scenarios.
Regulatory Engagement: Represent Market Risk Oversight in regulatory and audit reviews, ensuring timely and accurate responses.
Capital Markets Committees: Actively participate and provide risk insights to senior management and governance forums.
Preferred Qualifications Include:
Experience: 5-10 years in Capital Markets risk management or related roles.
Product Knowledge: Good understanding of at least one of following market: Interest Rate Derivatives, FX, Commodities, Structured Products, and associated risk methodologies.
Technical Skills: Proficiency in Python and SQL; ability to develop analytics and automate processes. Knowledge of Murex is a strong plus.
Risk Metrics Expertise: Hands-on experience with VaR, PFE, stress testing, and other advanced risk measures.
Education: Bachelor's or Master's degree in Finance, Economics, Mathematics, or related field.
Collaboration: Strong ability to partner across functions and influence stakeholders.
Growth Mindset: Willingness to learn, adapt, and grow within the organization.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Establishes Line of Business vision and strategy, initiatives and activities associated with building, testing, and/or validation of quantitative models used for important business decisions and policies. Oversees robust and comprehensive model review testing and quantitative analysis in accordance with all applicable review procedures and lifecycle standards.
* Creates Line of Business vision and establishes strategies needed to develop new model frameworks.
* Oversees the most complex qualitative and quantitative assessments of all aspects of models including theoretical aspects, model design and implementation as well as data quality and integrity. Grants Line of Business approval on the reviews of complex reports and associated quantitative analysis. Validates existing models and assesses model risks.
* Evaluates identified model risks and reaches conclusions on strengths and limitations of the model. Reviews and approves the preparation and analysis of detailed documents for validation and regulatory compliance.
* Directs, motivates, develops and manages the performance of the management team and key staff.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Analytical Thinking, Credit Risks, Data Analytics, Financial Analysis, Model Development, Operational Risks, Quantitative Models, Risk Appetite
Competencies
Bank Quantitative Analysis, Consulting, Data Gathering and Reporting, Predictive Analytics, Quantitative Techniques, Regulatory Environment - Financial Services, Testing
Work Experience
Roles at this level typically require a university / college degree as well as a Masters degree, PhD, or certifications. Industry-relevant experience is typically 8+ years. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $125,000.00 - $276,900.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 12/12/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$89k-121k yearly est. 41d ago
Senior Portfolio Manager, Fixed Income
6090-Johnson & Johnson Services Legal Entity
Brunswick, OH
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at *******************
Job Function:
Finance
Job Sub Function:
Treasury
Job Category:
People Leader
All Job Posting Locations:
New Brunswick, New Jersey, United States of America
Job Description:
Johnson & Johnson is recruiting for a Senior Portfolio Manager, Fixed Income to be located in New Brunswick, NJ.
The Senior Portfolio Manager, Fixed Income is a key member of the investment team that is responsible for managing a global asset pool exceeding $50 billion. This role is expected to lead the full lifecycle of public market fixed income investments, including manager and fund selection, due diligence, onboarding, monitoring, termination, and transition management. Furthermore, the position serves as a subject matter expert in liability-driven investing (LDI), analyzing liability profiles and recommending tailored investment strategies. Reporting directly to the VP, Head of Public Markets, the Sr. Manager will drive strategic execution across all aspects of fixed income investment activity.
Major Responsibilities
Lead all public market fixed income investment activities globally.
Identify and evaluate fixed income funds and managers across diverse fixed income mandates.
Conduct investment and operational due diligence; manage hiring, integration, monitoring, and termination of managers.
Maintain a pipeline of viable investment opportunities and managers.
Monitor and communicate performance of fixed income investments worldwide.
Assess and enhance reporting for liability-driven investments.
Track industry trends to identify top-performing managers and assess their potential fit within Johnson & Johnson's DB/DC plans and select non-U.S. plans.
Recommend appropriate benchmarks for fixed income portfolios.
Assign and communicate manager ratings to investment leadership and committees.
Measure and manage active risk across fixed income portfolios.
Source and evaluate new strategic and tactical investment opportunities.
Prepare and present performance reports to global investment committees.
Collaborate with investment team members and actuaries to understand liability dynamics and recommend hedging strategies (especially for U.S., Canada, and select European plans).
Monitor U.S. pension funded status and collaborate with the CIO, Pension Plans and the VP, Head of Public Markets on any potential asset allocation changes resulting from a change in funded status.
Lead asset/liability studies for smaller plans and collaborate across asset classes and cross-functionally to implement approved changes.
For select non-U.S. plans and in partnership with local committees, oversee benefit investments, asset allocation, liquidity, funding and risk management; design and implement liability hedging programs.
For select new non-U.S. plans, review investment arrangements; evaluate recommendations for local investment providers; review local consultants' proposals and challenge local consultants' assumptions; analyze potential investment implications of plan design changes and recommend appropriate action.
Qualifications:
Minimum of a Bachelor's Degree is required, an undergraduate degree in Business, Finance, Economics, or Statistics is strongly preferred.
CFA, CAIA, CPA, or MBA is preferred
Strong quantitative and analytical skills required.
Deep expertise in public fixed income markets and strategies.
Minimum of 5 years in institutional investment, with experience selecting fixed income managers.
Knowledge of private credit is a plus.
Proficiency in tools such as eVestment, Morningstar, Bloomberg, Backstop, and Factset.
Advanced Excel skills, including modeling, are required
Strong presentation capabilities, including an ability to clearly explain complex concepts to diverse audiences.
Must be a self-starter, work independently with minimal supervision, as well as be a team player with excellent communication and relationship-building skills.
Ability to thrive in a dynamic environment, manage multiple priorities, and demonstrate intellectual curiosity.
Willingness to travel 25-30%, including internationally.
Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via
*******************/contact-us/careers
. Internal employees contact AskGS to be directed to your accommodation resource.
Required Skills:
Preferred Skills:
Leadership, Pension Administration, Pension Analysis, Pension Communications, Pension Systems, Process Improvements, Risk Assessments, Treasury Management
The anticipated base pay range for this position is :
$122,000.00 - $212,750.00
Additional Description for Pay Transparency:
Subject to the terms of their respective plans, employees are eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)).
This position is eligible to participate in the Company's long-term incentive program.
Subject to the terms of their respective policies and date of hire, employees are eligible for the following time off benefits:
Vacation -120 hours per calendar year
Sick time - 40 hours per calendar year; for employees who reside in the State of Colorado -48 hours per calendar year; for employees who reside in the State of Washington -56 hours per calendar year
Holiday pay, including Floating Holidays -13 days per calendar year
Work, Personal and Family Time - up to 40 hours per calendar year
Parental Leave - 480 hours within one year of the birth/adoption/foster care of a child
Bereavement Leave - 240 hours for an immediate family member: 40 hours for an extended family member per calendar year
Caregiver Leave - 80 hours in a 52-week rolling period10 days
Volunteer Leave - 32 hours per calendar year
Military Spouse Time-Off - 80 hours per calendar year
For additional general information on Company benefits, please go to: - *********************************************
$122k-212.8k yearly Auto-Apply 51d ago
Asset Management- Private Securitized Portfolio Manager - Executive Director
Jpmorgan Chase & Co 4.8
Columbus, OH
JobID: 210696837 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 As a highly motivated Securitized Credit PM in our team in Columbus or New York, you will focus on expanding the private securitized platform. GFICC manages a broad range of strategies, through funds and/or separate accounts. Our team has a demonstrated long-term track record of strong performance and is responsible for $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs. We are seeking a highly motivated Securitized Credit PM to join our team in Columbus or New York that will focus on expanding the private securitized platform. This role is ideal for candidates with 10+ years of experience structuring and/or investing in private securitized who are eager to work closely with senior professionals in sourcing, structuring and investing in private securitizations. You will be part of a collaborative and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process.
Job Responsibilities
* Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations
* Actively monitor market themes and sector trends to identify investment opportunities
* Build and maintain relationships with both internal and external participants, including portfolio managers, investment specialists, issuers, rating agencies, and broker-dealers
* Handle all aspects of private securitization including sourcing, structuring, negotiating (legal, rating agency, issuer) and closing transactions
* Continually monitor Private Securitized holdings to ensure alignment with credit views and with client risk appetite and guidance. Facilitate ongoing credit analysis, including internal ratings and valuation
Required qualifications, capabilities and skills
* 10+ years of securitized credit experience across one or more sub-sectors
* Knowledge of multiple securitized sectors including ABS, CMBS, RMBS and CLO
* Knowledge of Intex and/or Trepp
* Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints
* Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks
Preferred qualifications, capabilities and skills
* CFA Charter-holder preferred
* Ideal experience as a research analyst, portfolio manager or banker
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings.
Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.
Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy.
Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer.
Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure.
Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational.
**Qualifications**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis.
+ Mastery level proficiency with MS Office Desktop applications.
+ Strong interpersonal skills and solid written/verbal communication are essential.
+ Sound credit skills essential.
+ Must have strong attention to detail.
+ Ability to prioritize workflow and multi-task in a fast-paced environment.
**Preferred Qualifications:**
+ Has successfully held similar role with commercial financial institution or like experience.
+ Industry or sub-sector expertise.
+ Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino)
\#Memphis #Nashville #Cincinnati #ColumbusOH
The annual base salary for this position is $140,000 - $170,000.
Additional incentive pay is available for this position.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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$140k-170k yearly 10d ago
Portfolio Manager (IT Manager 1)
Dasstateoh
Ohio
Portfolio Manager (IT Manager 1) (26000099) Organization: Job & Family ServicesAgency Contact Name and Information: ************************* Unposting Date: Jan 26, 2026, 4:59:00 AMPrimary Location: United States of America-OHIO Compensation: $47.90Schedule: Full-time Classified Indicator: UnclassifiedUnion: Exempt from Union Primary Job Skill: Information TechnologyTechnical Skills: Customer Service, Management, Project ManagementProfessional Skills: Attention to Detail, Customer Focus, Organizing and Planning, Written CommunicationPrimary Technology: Not Applicable Agency OverviewWho We AreThe Ohio Department of Job and Family Services (ODJFS) supports Ohioans and their families through the following programs:Cash and Food AssistanceEmployment Services and Workforce DevelopmentUnemployment InsuranceAdult Protective ServicesChild SupportPublic service is an honorable way to serve the community in a hands-on dedicated way. You can make a difference in someone's world!Guiding PrinciplesWe will be a leader in customer satisfaction.We will have a reputation that attracts and retains talented, diverse, and dedicated employees.We get better at what we do every day.Job DutiesOffice of Information ServicesThe Office of Information Services (OIS) works to support the business functions and the delivery of health, human, and employment services through the application of information technology. OIS supports the delivery of programs to millions of recipients through the development and round-the-clock operation of automated information systems. Due to the number of end-users and technologies supported, OIS is one of the largest and most complex IT organizations within Ohio state government. Learn more about the Office by visiting the ODJFS OIS webpage.What You Will DoThe Portfolio Manager leads a team of seven project managers and provides strategic oversight for the IT project portfolio. This role focuses on driving alignment with organizational goals, ensuring portfolio health, and fostering collaboration across teams. The Portfolio Manager plays a critical role in guiding project delivery, mitigating risks, and supporting governance standards. Reporting to the IT Project Portfolio Manager, this position emphasizes leadership, continuous improvement, and stakeholder engagement. Duties include but are not limited to: Oversee and lead a team of project managers (PMs). Direct PMs on project scope and manage scope changes. Ensure sponsor and stakeholder communications with the Project Management Office (PMO). Identify risks, manage issues, and coach on project best practices. Assign incoming projects to project managers while maintaining balanced workloads. Develop and expand the ODJFS Clarity system annually; research functionality and build reports and dashboards.Collaborate with the enterprise PMO to establish and maintain system job aids and standards, and support the Clarity Admin team.Attend project meetings and business steering committee meetings. Support the ODJFS project governance process. Monitor the project portfolio to assess project health, issues, and risks. Resolve issues with internal and external stakeholders.Schedule: Full-time Hours: Standard workdays are Monday through Friday. Hours are between 7:00 a.m. and 6:00 p.m.Travel: Occasional travel within the state of Ohio.PN(s): 20041043Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsThe candidate, at minimum, must have the following: Option 1:Completion of undergraduate core coursework in computer science, or completion of undergraduate core coursework in any academic major which included at least one course in each of the following: advanced-level computer programming language (for example, COBOL, Delphi, Java, Powerbuilder, Visual Basic, Pl 1, SAS PCS, Pacbase, Full Visual Suite, Designer 2000, Developer 2000, C, C++, Visual C, ECL, or Visual Studio), logic-based mathematics, data base concepts (for example, Oracle, Microsoft Access, Paradox, Sybase, IMS DB, DB2, Cache, DMS, or RDMS), computer systems analysis & design, & basic data processing concepts;Additional 6 1/2 years (78 mos.) exp. commensurate with job duties to be performed & knowledges & skills required as outlined in approved position description on file for position to be filled as advertised in job posting.;18 mos. exp. in performing project management functions as defined in series purpose. Option 2:8 1/2 years (102 mos.) exp. commensurate with job duties to be performed & knowledges & skills required as outlined in approved position description on file for position to be filled as advertised in job posting;18 months exp. in performing project management functions as defined in series purpose.Option 3:12 mos. exp. as Information Technology Supervisor 3, 64119, or equivalent.Option 4:In offices of statewide information technology policy & planning, positions require completion of undergraduate core coursework in computer science, or completion of undergraduate core coursework in any academic major which included at least one course in each of the following: advanced-level computer programming language (for example, COBOL, Delphi, Java, Powerbuilder, Visual Basic, Pl 1, SAS PCS, Pacbase, Full Visual Suite, Designer 2000, Developer 2000, C, C++, Visual C, ECL, or Visual Studio), logic-based mathematics, data base concepts (for example, Oracle, Microsoft Access, Paradox, Sybase, IMS DB, DB2, Cache, DMS, or RDMS), computer systems analysis & design, & basic data processing concepts;3 yrs. exp. in utilizing word processing software;3 yrs. exp. in utilizing internet browser(s) for research;54 mos. exp. which included following: knowledge of information technology architecture components, developing information technology strategic plans, preparing & making presentations/public speaking, writing information technology related policy & procedures, preparing & monitoring budget, providing cost & resources estimates, & contract management;2 yrs. exp. in utilizing e-mail system;18 mos. exp. in project management or lead role on information technology project;12 mos. exp. in utilizing spreadsheet software;12 mos. exp. as Information Technology Supervisor 3, 64119, or equivalent.Or the equivalent of Minimum Class Qualifications For Employment noted above.Tips For Your ApplicationWhen completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered.Pay InformationThis position is in the State of Ohio's E1 Pay Schedule, Pay Range 16. Unless required by legislation or union contract, starting salary will be the minimum salary of that pay range (step 1, currently $47.90 per hour). These ranges provide a standardized pathway for pay increases. With continued employment, new hires move to the next step in the range after 6 months and annually thereafter. Cost of Living Adjustments increase wages in these ranges each fiscal year. The current step progression wages are in the table below. Pay Range 16Step 1Step 2Step 3Step 4Step 5Step 6Step 7 Step 8Hourly$47.90$50.15$52.90$55.88$58.94$62.31$64.87$67.90Annual$98,800$104,312$110,032$116,230$122,595 $129,605 $134,930$141,232Months of EmploymentAt Hire6 Months18 Months30 Months42 Months 54 Months 66 Months 78 Months Supplemental InformationADA NoticeIf you require an accommodation based on a disability for any step of the selection process, please contact ada_******************* Background check information The final candidate selected for this position will be required to undergo a criminal background check. Some positions may require drug testing and/or fingerprinting. Criminal convictions do not necessarily disqualify candidates from consideration.LocationNOTICE: This position will be headquartered in an ODJFS facility in one of the following cities- Columbus, Akron, or Dayton. This determination will take into account the proximity to the applicant's home address.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$98.8k-141.2k yearly Auto-Apply 2h ago
Portfolio Manager (IT Manager 1)
State of Ohio 4.5
Ohio
Portfolio Manager (IT Manager 1) (26000099) Organization: Job & Family ServicesAgency Contact Name and Information: ************************* Unposting Date: Jan 26, 2026, 4:59:00 AMPrimary Location: United States of America-OHIO Compensation: $47.90Schedule: Full-time Classified Indicator: UnclassifiedUnion: Exempt from Union Primary Job Skill: Information TechnologyTechnical Skills: Customer Service, Management, Project ManagementProfessional Skills: Attention to Detail, Customer Focus, Organizing and Planning, Written CommunicationPrimary Technology: Not Applicable Agency OverviewWho We AreThe Ohio Department of Job and Family Services (ODJFS) supports Ohioans and their families through the following programs:Cash and Food AssistanceEmployment Services and Workforce DevelopmentUnemployment InsuranceAdult Protective ServicesChild SupportPublic service is an honorable way to serve the community in a hands-on dedicated way. You can make a difference in someone's world!Guiding PrinciplesWe will be a leader in customer satisfaction.We will have a reputation that attracts and retains talented, diverse, and dedicated employees.We get better at what we do every day.Job DescriptionOffice of Information ServicesThe Office of Information Services (OIS) works to support the business functions and the delivery of health, human, and employment services through the application of information technology. OIS supports the delivery of programs to millions of recipients through the development and round-the-clock operation of automated information systems. Due to the number of end-users and technologies supported, OIS is one of the largest and most complex IT organizations within Ohio state government. Learn more about the Office by visiting the ODJFS OIS webpage.What You Will DoThe Portfolio Manager leads a team of seven project managers and provides strategic oversight for the IT project portfolio. This role focuses on driving alignment with organizational goals, ensuring portfolio health, and fostering collaboration across teams. The Portfolio Manager plays a critical role in guiding project delivery, mitigating risks, and supporting governance standards. Reporting to the IT Project Portfolio Manager, this position emphasizes leadership, continuous improvement, and stakeholder engagement. Duties include but are not limited to: Oversee and lead a team of project managers (PMs). Direct PMs on project scope and manage scope changes. Ensure sponsor and stakeholder communications with the Project Management Office (PMO). Identify risks, manage issues, and coach on project best practices. Assign incoming projects to project managers while maintaining balanced workloads. Develop and expand the ODJFS Clarity system annually; research functionality and build reports and dashboards.Collaborate with the enterprise PMO to establish and maintain system job aids and standards, and support the Clarity Admin team.Attend project meetings and business steering committee meetings. Support the ODJFS project governance process. Monitor the project portfolio to assess project health, issues, and risks. Resolve issues with internal and external stakeholders.Schedule: Full-time Hours: Standard workdays are Monday through Friday. Hours are between 7:00 a.m. and 6:00 p.m.Travel: Occasional travel within the state of Ohio.PN(s): 20041043Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsThe candidate, at minimum, must have the following: Option 1:Completion of undergraduate core coursework in computer science, or completion of undergraduate core coursework in any academic major which included at least one course in each of the following: advanced-level computer programming language (for example, COBOL, Delphi, Java, Powerbuilder, Visual Basic, Pl 1, SAS PCS, Pacbase, Full Visual Suite, Designer 2000, Developer 2000, C, C++, Visual C, ECL, or Visual Studio), logic-based mathematics, data base concepts (for example, Oracle, Microsoft Access, Paradox, Sybase, IMS DB, DB2, Cache, DMS, or RDMS), computer systems analysis & design, & basic data processing concepts.Additional 6 1/2 years (78 mos.) exp. commensurate with job duties to be performed & knowledges & skills required as outlined in approved position description on file for position to be filled as advertised in job posting.18 mos. exp. in performing project management functions as defined in series purpose. Option 2:8 1/2 years (102 mos.) exp. commensurate with job duties to be performed & knowledges & skills required as outlined in approved position description on file for position to be filled as advertised in job posting.18 months exp. in performing project management functions as defined in series purpose.Option 3:12 mos. exp. as Information Technology Supervisor 3, 64119, or equivalent.Option 4:In offices of statewide information technology policy & planning, positions require completion of undergraduate core coursework in computer science, or completion of undergraduate core coursework in any academic major which included at least one course in each of the following: advanced-level computer programming language (for example, COBOL, Delphi, Java, Powerbuilder, Visual Basic, Pl 1, SAS PCS, Pacbase, Full Visual Suite, Designer 2000, Developer 2000, C, C++, Visual C, ECL, or Visual Studio), logic-based mathematics, data base concepts (for example, Oracle, Microsoft Access, Paradox, Sybase, IMS DB, DB2, Cache, DMS, or RDMS), computer systems analysis & design, & basic data processing concepts.3 yrs. exp. in utilizing word processing software.3 yrs. exp. in utilizing internet browser(s) for research.54 mos. exp. which included following: knowledge of information technology architecture components, developing information technology strategic plans, preparing & making presentations/public speaking, writing information technology related policy & procedures, preparing & monitoring budget, providing cost & resources estimates, & contract management.2 yrs. exp. in utilizing e-mail system.18 mos. exp. in project management or lead role on information technology project.12 mos. exp. in utilizing spreadsheet software.12 mos. exp. as Information Technology Supervisor 3, 64119, or equivalent.Or the equivalent of Minimum Class Qualifications For Employment noted above.Tips For Your ApplicationWhen completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered.Pay InformationThis position is in the State of Ohio's E1 Pay Schedule, Pay Range 16. Unless required by legislation or union contract, starting salary will be the minimum salary of that pay range (step 1, currently $47.90 per hour). These ranges provide a standardized pathway for pay increases. With continued employment, new hires move to the next step in the range after 6 months and annually thereafter. Cost of Living Adjustments increase wages in these ranges each fiscal year. The current step progression wages are in the table below. Pay Range 16Step 1Step 2Step 3Step 4Step 5Step 6Step 7 Step 8Hourly$47.90$50.15$52.90$55.88$58.94$62.31$64.87$67.90Annual$98,800$104,312$110,032$116,230$122,595 $129,605 $134,930$141,232Months of EmploymentAt Hire6 Months18 Months30 Months42 Months 54 Months 66 Months 78 Months Supplemental InformationADA NoticeIf you require an accommodation based on a disability for any step of the selection process, please contact ada_******************* Background check information The final candidate selected for this position will be required to undergo a criminal background check. Some positions may require drug testing and/or fingerprinting. Criminal convictions do not necessarily disqualify candidates from consideration.LocationNOTICE: This position will be headquartered in an ODJFS facility in one of the following cities- Columbus, Akron, or Dayton. This determination will take into account the proximity to the applicant's home address.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$98.8k-141.2k yearly Auto-Apply 18h ago
Wealth Management Portfolio Manager
Park National Bank 3.8
Columbus, OH
JOB RESPONSIBILITIES * Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients * Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions. * Establish and implement investment objectives on a client-by-client basis.
* Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed.
* Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances.
* Complete all regulatory reviews.
* Advise and mentor new Portfolio Managers, when applicable.
* Evaluate mutual fund portfolios and other models used for global rebalancing.
* Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
* Deliver a consistent, high level of service within our Serving More standards
* Other duties as assigned
DESIRED KNOWLEDGE, SKILLS AND ABILITIES
* Interpersonal/Customer Service Skills
* Written and Verbal Communication
* Ability to understand and follow directions
* Adaptable to change
* Basic Computer Skills
* Leadership/Management Skills
* Ability to influence others
* Ability to build collaborative relationships
* Organizational Skills/Detail Oriented
* Analytical Thinking
* Able to Multi-Task or Juggle Priorities
* Problem/Situation Analysis
* Technical Expertise
* Strategic Planning and Decision Making
* Creativity
* Ability to develop or mentor others
* Ability to work as part of a team
EDUCATION AND EXPERIENCE
* Must possess high school diploma or equivalent
* Bachelor's degree in business or equivalent combination and work experience
* 2-4 years of specialization experience
SCHEDULE
Department hours are Monday through Friday 8 am to 5 pm. This position is salary, exempt, and full-time. A minimum 40 hours is required. Early morning and evening appointments as needed. This is a hybrid role and will require travel between our Downtown Columbus and Newark, Ohio offices.
Physical Requirements: This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.
$87k-119k yearly est. 60d+ ago
Sr Portfolio Owner Manager- Payments Products
PNC 4.1
Cleveland, OH
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Sr Portfolio Owner Manager within PNC's Treasury Management organization, you will be based in Pittsburgh, Chicago, Charlotte or New York. Other locations may be considered.
Job Summary
Payments Knowledge:
- In-depth knowledge of back-end payment processing (specifically wire,
ACH, instant payments, and card)
- Participate in working sessions with product management to develop
product roadmap.
Technical/Design/Delivery
- Ability to understand complex technical workflows and provide
recommendations for improvements.
- Technical- experience managing complex technical projects/programs,
including an understanding of how to use agile to deliver quickly,
accurately in a high risk business
- Communication skills targeted to audiences from developers and BA's to
senior executives
- Design thinking mentality
- Ability to identify, prioritize, and solve challenges daily and help teams do
the same. Ability to use creativity to solve and challenge the status quo
- Transformative mindset.
- Management, people skills
- Documentation including visualization of complex workflows and precision
in describing complex needs
Production/Client Support
- Ability to provide guidance during stressful production issues.
- Engage in complex customer implementations to ensure a seamless end to
end implementation.
**Job Description**
+ Represents the business and sets the strategic vision for highly complex portfolios. Makes trade-offs across teams, e.g., funding and resource allocation; ensures alignment where needed. Approver of teams' prioritization and major deliverables.
+ Is the main interface with Senior leadership and other portfolios/executives, especially when there are decisions (i.e., reprioritization) to be made across portfolios. Engages with other Portfolios/ executives when information/ scope of the teams not enough to make decisions
+ Is an extension of the Product Owner; makes decisions including removal of impediments based on information provided by Scrum teams/POs and other stakeholders. Ensures solid product vision together with all Product Owners and provides guidance on backlog prioritization based on business value.
+ Pressure tests iteration plans and scope. Reviews iteration WIP, demos and provides feedback as necessary. Determines if iteration outcome is acceptable from functional/non-functional aspects
+ Reviews final deliverables, approves and coordinates acceptance among SMEs. Partners with independent risk management to ensure requirements are met and that products are integrated and deployed successfully to production
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.
+ **Live the Values** - Role models our values with transparency and courage.
+ **Enable Change** - Takes action to drive change and innovation that will transform our business.
+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Agile Methodology, Customer Solutions, Information Management, Organizational Analysis, Product Lifecycle Management (PLM), Program Administration, Scrum, Software Testing
**Competencies**
Agile Development, Business Acumen, Cross-Team Integration, Design Thinking, Innovation, Managing Multiple Priorities, Solutions Development
**Work Experience**
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $100,000.00 - $261,300.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 01/10/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$64k-118k yearly est. 60d+ ago
Sr Portfolio Owner Manager- Payments Products
PNC Financial Services Group, Inc. 4.4
Cleveland, OH
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Sr Portfolio Owner Manager within PNC's Treasury Management organization, you will be based in Pittsburgh, Chicago, Charlotte or New York. Other locations may be considered.
Job Summary
Payments Knowledge:
* In-depth knowledge of back-end payment processing (specifically wire,
ACH, instant payments, and card)
* Participate in working sessions with product management to develop
product roadmap.
Technical/Design/Delivery
* Ability to understand complex technical workflows and provide
recommendations for improvements.
* Technical- experience managing complex technical projects/programs,
including an understanding of how to use agile to deliver quickly,
accurately in a high risk business
* Communication skills targeted to audiences from developers and BA's to
senior executives
* Design thinking mentality
* Ability to identify, prioritize, and solve challenges daily and help teams do
the same. Ability to use creativity to solve and challenge the status quo
* Transformative mindset.
* Management, people skills
* Documentation including visualization of complex workflows and precision
in describing complex needs
Production/Client Support
* Ability to provide guidance during stressful production issues.
* Engage in complex customer implementations to ensure a seamless end to
end implementation.
Job Description
* Represents the business and sets the strategic vision for highly complex portfolios. Makes trade-offs across teams, e.g., funding and resource allocation; ensures alignment where needed. Approver of teams' prioritization and major deliverables.
* Is the main interface with Senior leadership and other portfolios/executives, especially when there are decisions (i.e., reprioritization) to be made across portfolios. Engages with other Portfolios/ executives when information/ scope of the teams not enough to make decisions
* Is an extension of the Product Owner; makes decisions including removal of impediments based on information provided by Scrum teams/POs and other stakeholders. Ensures solid product vision together with all Product Owners and provides guidance on backlog prioritization based on business value.
* Pressure tests iteration plans and scope. Reviews iteration WIP, demos and provides feedback as necessary. Determines if iteration outcome is acceptable from functional/non-functional aspects
* Reviews final deliverables, approves and coordinates acceptance among SMEs. Partners with independent risk management to ensure requirements are met and that products are integrated and deployed successfully to production
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
* Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
* Live the Values - Role models our values with transparency and courage.
* Enable Change - Takes action to drive change and innovation that will transform our business.
* Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
* Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Agile Methodology, Customer Solutions, Information Management, Organizational Analysis, Product Lifecycle Management (PLM), Program Administration, Scrum, Software Testing
Competencies
Agile Development, Business Acumen, Cross-Team Integration, Design Thinking, Innovation, Managing Multiple Priorities, Solutions Development
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $100,000.00 - $261,300.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 01/10/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings.
Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.
Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy.
Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer.
Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure.
Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis.
* Mastery level proficiency with MS Office Desktop applications.
* Strong interpersonal skills and solid written/verbal communication are essential.
* Sound credit skills essential.
* Must have strong attention to detail.
* Ability to prioritize workflow and multi-task in a fast-paced environment.
Preferred Qualifications:
* Has successfully held similar role with commercial financial institution or like experience.
* Industry or sub-sector expertise.
* Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino)
#Memphis #Nashville #Cincinnati #ColumbusOH
The annual base salary for this position is $140,000 - $170,000.
Additional incentive pay is available for this position.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
$140k-170k yearly 10d ago
Portfolio Manager (IT Manager 1)
State of Ohio 4.5
Ohio
Office of Information Services The Office of Information Services (OIS) works to support the business functions and the delivery of health, human, and employment services through the application of information technology. OIS supports the delivery of programs to millions of recipients through the development and round-the-clock operation of automated information systems. Due to the number of end-users and technologies supported, OIS is one of the largest and most complex IT organizations within Ohio state government. Learn more about the Office by visiting the ODJFS OIS webpage.
What You Will Do
The Portfolio Manager leads a team of seven project managers and provides strategic oversight for the IT project portfolio. This role focuses on driving alignment with organizational goals, ensuring portfolio health, and fostering collaboration across teams. The Portfolio Manager plays a critical role in guiding project delivery, mitigating risks, and supporting governance standards. Reporting to the IT Project Portfolio Manager, this position emphasizes leadership, continuous improvement, and stakeholder engagement.
Duties include but are not limited to:
* Oversee and lead a team of project managers (PMs).
* Direct PMs on project scope and manage scope changes.
* Ensure sponsor and stakeholder communications with the Project Management Office (PMO).
* Identify risks, manage issues, and coach on project best practices.
* Assign incoming projects to project managers while maintaining balanced workloads.
* Develop and expand the ODJFS Clarity system annually; research functionality and build reports and dashboards.
* Collaborate with the enterprise PMO to establish and maintain system job aids and standards, and support the Clarity Admin team.
* Attend project meetings and business steering committee meetings.
* Support the ODJFS project governance process.
* Monitor the project portfolio to assess project health, issues, and risks.
* Resolve issues with internal and external stakeholders.
Schedule: Full-time
Hours: Standard workdays are Monday through Friday. Hours are between 7:00 a.m. and 6:00 p.m.
Travel: Occasional travel within the state of Ohio.
PN(s): 20041043
The candidate, at minimum, must have the following:
Option 1:
* Completion of undergraduate core coursework in computer science, or completion of undergraduate core coursework in any academic major which included at least one course in each of the following: advanced-level computer programming language (for example, COBOL, Delphi, Java, Powerbuilder, Visual Basic, Pl 1, SAS PCS, Pacbase, Full Visual Suite, Designer 2000, Developer 2000, C, C , Visual C, ECL, or Visual Studio), logic-based mathematics, data base concepts (for example, Oracle, Microsoft Access, Paradox, Sybase, IMS DB, DB2, Cache, DMS, or RDMS), computer systems analysis & design, & basic data processing concepts.
* Additional 6 1/2 years (78 mos.) exp. commensurate with job duties to be performed & knowledges & skills required as outlined in approved position description on file for position to be filled as advertised in job posting.
* 18 mos. exp. in performing project management functions as defined in series purpose.
Option 2:
* 8 1/2 years (102 mos.) exp. commensurate with job duties to be performed & knowledges & skills required as outlined in approved position description on file for position to be filled as advertised in job posting.
* 18 months exp. in performing project management functions as defined in series purpose.
Option 3:
* 12 mos. exp. as Information Technology Supervisor 3, 64119, or equivalent.
Option 4:
* In offices of statewide information technology policy & planning, positions require completion of undergraduate core coursework in computer science, or completion of undergraduate core coursework in any academic major which included at least one course in each of the following: advanced-level computer programming language (for example, COBOL, Delphi, Java, Powerbuilder, Visual Basic, Pl 1, SAS PCS, Pacbase, Full Visual Suite, Designer 2000, Developer 2000, C, C , Visual C, ECL, or Visual Studio), logic-based mathematics, data base concepts (for example, Oracle, Microsoft Access, Paradox, Sybase, IMS DB, DB2, Cache, DMS, or RDMS), computer systems analysis & design, & basic data processing concepts.
* 3 yrs. exp. in utilizing word processing software.
* 3 yrs. exp. in utilizing internet browser(s) for research.
* 54 mos. exp. which included following: knowledge of information technology architecture components, developing information technology strategic plans, preparing & making presentations/public speaking, writing information technology related policy & procedures, preparing & monitoring budget, providing cost & resources estimates, & contract management.
* 2 yrs. exp. in utilizing e-mail system.
* 18 mos. exp. in project management or lead role on information technology project.
* 12 mos. exp. in utilizing spreadsheet software.
* 12 mos. exp. as Information Technology Supervisor 3, 64119, or equivalent.
Or the equivalent of Minimum Class Qualifications For Employment noted above.
Tips For Your Application
When completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered.
Pay Information
This position is in the State of Ohio's E1 Pay Schedule, Pay Range 16. Unless required by legislation or union contract, starting salary will be the minimum salary of that pay range (step 1, currently $47.90 per hour). These ranges provide a standardized pathway for pay increases. With continued employment, new hires move to the next step in the range after 6 months and annually thereafter. Cost of Living Adjustments increase wages in these ranges each fiscal year. The current step progression wages are in the table below.
Pay Range 16
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Step 8
Hourly
$47.90
$50.15
$52.90
$55.88
$58.94
$62.31
$64.87
$67.90
Annual
$98,800
$104,312
$110,032
$116,230
$122,595
$129,605
$134,930
$141,232
Months of Employment
At Hire
6 Months
18 Months
30 Months
42 Months
54 Months
66 Months
78 Months
$98.8k-141.2k yearly 8d ago
Wealth Management Portfolio Manager
Park National Bank 3.8
Newark, OH
JOB RESPONSIBILITIES
Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients
Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions.
Establish and implement investment objectives on a client-by-client basis.
Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed.
Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances.
Complete all regulatory reviews.
Advise and mentor new Portfolio Managers, when applicable.
Evaluate mutual fund portfolios and other models used for global rebalancing.
Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Other duties as assigned
DESIRED KNOWLEDGE, SKILLS AND ABILITIES
Interpersonal/Customer Service Skills
Written and Verbal Communication
Ability to understand and follow directions
Adaptable to change
Basic Computer Skills
Leadership/Management Skills
Ability to influence others
Ability to build collaborative relationships
Organizational Skills/Detail Oriented
Analytical Thinking
Able to Multi-Task or Juggle Priorities
Problem/Situation Analysis
Technical Expertise
Strategic Planning and Decision Making
Creativity
Ability to develop or mentor others
Ability to work as part of a team
EDUCATION AND EXPERIENCE
Must possess high school diploma or equivalent
Bachelor's degree in business or equivalent combination and work experience
2-4 years of specialization experience
SCHEDULE
Department hours are Monday through Friday 8 am to 5 pm. This position is salary, exempt, and full-time. A minimum 40 hours is required. Early morning and evening appointments as needed. This is a hybrid role and will require travel between our Downtown Columbus and Newark, Ohio offices.
Physical Requirements: This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings.
Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.
Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy.
Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer.
Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure.
Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis.
* Mastery level proficiency with MS Office Desktop applications.
* Strong interpersonal skills and solid written/verbal communication are essential.
* Sound credit skills essential.
* Must have strong attention to detail.
* Ability to prioritize workflow and multi-task in a fast-paced environment.
Preferred Qualifications:
* Has successfully held similar role with commercial financial institution or like experience.
* Industry or sub-sector expertise.
* Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino)
#Memphis #Nashville #Cincinnati #ColumbusOH
The annual base salary for this position is $140,000 - $170,000.
Additional incentive pay is available for this position.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings.
Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk.
Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy.
Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions.
Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer.
Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure.
Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational.
**Qualifications**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis.
+ Mastery level proficiency with MS Office Desktop applications.
+ Strong interpersonal skills and solid written/verbal communication are essential.
+ Sound credit skills essential.
+ Must have strong attention to detail.
+ Ability to prioritize workflow and multi-task in a fast-paced environment.
**Preferred Qualifications:**
+ Has successfully held similar role with commercial financial institution or like experience.
+ Industry or sub-sector expertise.
+ Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino)
\#Memphis #Nashville #Cincinnati #ColumbusOH
The annual base salary for this position is $140,000 - $170,000.
Additional incentive pay is available for this position.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
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