Portfolio administrator jobs near me - 98 jobs

Atlantic Union Equipment Finance ("AUEF"), a subsidiary of Atlantic Union Bank ("AUB"), continues to grow and enhance its underwriting and portfolio management team to house and consistently manage credit risk activities of its equipment finance clients. AUEF's objective is to provide integrated end-to-end credit underwriting, identification, measurement, management, and monitoring of AUB's equipment finance clients. The position is responsible for providing an independent perspective in underwriting and managing complex equipment finance loans/leases and relationships up to the AUB's legal lending limit. The position partners with Relationship Managers, Credit Officers, and the Equipment Finance Underwriting Manager in delivering credit solutions through underwriting, portfolio management, deal team management, and extensive internal and external client interaction. A Credit Portfolio Manager IV is expected to be a subject matter expert (SME) in equipment finance, their respective portfolio, and adheres to all regulatory and compliance guidelines. Position Accountabilities Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned the more complex credits and larger portfolios within Equipment Finance. Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables. Prepare detailed short or long-term financial projections within a vendor provided solution such as nCino, Moody's Risk Analyst, or within an Excel spreadsheet. Make recommendations to Relationship Managers and Credit Officer regarding credit amount, structure, and policy compliance. Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews. Participate or lead client calls with the borrower's CFO (or similar position) and Relationship Managers to address in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements. Participate in special projects to aid with the continuous improvement in underwriting and portfolio management. Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients. and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders. This senior position may mentor CPMs I, II, and III, as appropriate. Generate new ideas and recommendations for continuous process improvement. Participate in special projects on an as-needed basis Organizational Relationship This position reports to the Equipment Finance Underwriting Manager Position Qualifications Education & Experience Bachelor's degree in Accounting or Finance and seven or more years of experience in a commercial lending environment Knowledge & Skills Experience underwriting across multiple industries and asset types. Knowledge of Equipment Leasing concepts is a plus. Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations. Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends. Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities. Skilled in the analysis of financial statements, tax returns and cash flows of commercial & industrial companies. Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within nCino, Moody's or other software packages. Excellent written, oral and interpersonal skills, to include structuring, negotiating, closing, maintenance, modifications and problem resolution PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables. Ability to research industry sources and equipment types needed for credit evaluations. Strong organization skills with the ability to self-manage time and work flow to meet deadlines. Ability to manage multiple projects at one time. Ability to work independently as well as within a team environment Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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

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

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

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Remote Portfolio Management Manager. In this role, you will be instrumental in overseeing the post-closing relationship management of our partners. You will work hands-on with various clients, ensuring compliance and performance metrics are accurately monitored. This presents a unique opportunity to drive significant impact within communities through effective management of a broad array of loans. Your analytical skills will be key to identifying and resolving performance-related concerns, providing your expertise to enhance client relationships and promote sustainable community development.Accountabilities Oversee the performance of assigned loan portfolios and asset classes Analyze portfolio trends and identify emerging risks Prepare quarterly loan impairment analyses for troubled loans Deliver consistent financial and risk analyses during key loan events Serve as the primary post-closing relationship manager for borrowers Requirements Minimum of five (5) years of professional Portfolio and/or Asset Management experience Formal Commercial Credit training from a recognized institution Bachelor's degree in Accounting, Finance, Economics or a related field Proficient in credit, investment, or real estate analysis Advanced knowledge of Excel for financial analysis and modeling Benefits Up to twenty (20) paid holidays/business closure days Unlimited flexible time off Group medical insurance with a funded health reimbursement account Retirement plan with employer contributions Work from home fund Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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

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

SummaryProject Management/ Planning/ Coordinating activities typically in the context of a production or services project to fulfill a customer order or need according to financial/commercial parameters and ensuring customer satisfaction. Impacts the team's ability to achieve service, quality and timeliness of objectives. The role is subject to operating policy objectives. There is moderate autonomy within the role. High levels of operational judgment are required to achieve outcomes required.Job Description What you'll do: As the Customer Portfolio Manager, you will: Serve as a liaison between internal/external organizations and your assigned customer(s), own the customer relationship, and contribute to the overall business strategy and growth. Develop and own site customer communication plan, coordinate and facilitate regular GE Vernova/Customer meetings reviewing open items and action plans and reviewing existing and new GE Vernova products/services that could provide value for the customer. Oversee Gas Power warranty and applicable commercial considerations including concessions as they arise balancing maximum benefits for the customer and GE Be responsible for outage/non-outage parts planning including requests for quotes, providing quotes to customers, placing/managing parts orders through delivery, and invoicing for parts as applicable Be responsible for managing the Outage planning and execution process and processing of Change Orders Be responsible for customer invoicing, collections, and support GE Vernova internal financial operating metrics Act as the Customer Advocate within the GE Vernova organization Provide leadership in owning and driving all emergent/forced outage matters to resolution Manage safe outage planning, and execution mindful of our GE Vernova "Life Saving Principles". Accountable for the wing to wing outage execution via organizing pre-outage, post-outage and outage milestone meetings to deliver desired outcomes Own contract leadership and fulfillment including all project deliverables and understanding the T&Cs and contract requirements such as LD & Bonus structure What you'll bring (Basic Qualifications): Bachelor's Degree from an accredited University or College ( will consider Vocational Degree or equivalent Military background and/or a High School Diploma / GED with a minimum of 7 years of Power Plant experience Minimum of 5 years of knowledge and experience within the power plant field services and/or Energy Industry Eligibility Requirements: This role is offered within the greater Dell, AK Candidate must be within the 400 miles radius What will make you stand out: Engineering degree preferred Advance technical knowledge in Gas Turbine, planning and executing maintenance and upgrade outages. Strong leadership, financial and commercial skills Experience presenting and managing stakeholder teams Demonstrated communication & organizational skills For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $125,000 -$155,000. USD Annual. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for A Variable Incentive Bonus of 15%. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. This position will stay open on the career website until at least May 13th. 2025. Benefits Available to You: GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: Our compensation & benefits are designed to help you manage your personal and family needs, while rewarding high performers We offer a robust benefits package depending on your employment status and your national requirements A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today GE invests to provide opportunities to grow your career by providing a path for continued on-the-job learning and development About Us For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $119,600-$199,400 USD Annually. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for a Variable Incentive (VIC) bonus of 15%. *The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. This position will stay open on the career website until at least December 14, 2025. Benefits Available to You: GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: ******************************************************* Our compensation & benefits are designed to help you manage your personal and family needs, while rewarding high performers. We offer a robust benefits package depending on your employment status and your national requirements. A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today. GE invests to provide opportunities to grow your career by providing a path for continued on-the-job learning and development. Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling, and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness. General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a “Sponsor”). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. Additional Information GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: No #LI-Remote - This is a remote position For candidates applying to a U.S. based position, the pay range for this position is between $119,600.00 and $199,400.00. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set.Bonus eligibility: discretionary annual bonus.This posting is expected to remain open for at least seven days after it was posted on January 15, 2026.Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability benefits, life insurance, 12 paid holidays, and permissive time off.GE Vernova Inc. or its affiliates (collectively or individually, “GE Vernova”) sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a GE Vernova welfare benefit plan or program. This document does not create a contract of employment with any individual.

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

Company Cox Automotive - USA Job Family Group Customer Care Group Job Profile Portfolio Manager III - NGC Management Level Individual Contributor Flexible Work Option Can work remotely but need to live in the specified city, state, or region Travel % Yes, 75% of the time Work Shift Day Compensation Compensation includes a base salary of $107,200.00 - $160,800.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program. Job Description Job Summary The Portfolio Manager manages and grows a portfolio of dealer clients across the assigned Baltimore/DC territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying and mitigating pre-default account risk, and supporting post-default collections on defaulted accounts. The geographic territory assigned will be in the Atlanta Northwest area. * The Candidate must permanently reside in assigned geographic territory . Responsibilities Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000 by acting as floor plan subject matter expert to their portfolio of clients. Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually by collaborating with internal partners to drive revenue and maximize profitability through prudent account management, controlled growth and risk mitigation. Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies and expectations. Collect and analyze client financial information and various internal reports and dashboards to assess and monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk. Utilize company provided historical data and tools to identify targets for opportunity of growth and determine clients that are having financial distress. Collaborate and strategize with Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts within a specified timeframe. Minimize loss and maximize recovery. Physical inspection of inventory, and accuracy of audits and repossession as necessary. Inspect what is expected to ensure quality control, inventory, audit self- reconciliation, addition of inventory and buying behaviors. Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company. Operate with the highest level of integrity and always strive to achieve the best outcome for both the clients and our company. Detailed documentation in Salesforce all prudent conversations, activities and client interactions as required by the company KPI's. Complete all Salesforce campaigns as required by the company. Responsible for onboarding new clients to ensure a positive and successful client experience. Cultivate Cox Automotive cross functional business unit relationships and opportunities. Participate and support other projects and initiatives as required. Perform all other duties as assigned. Job Knowledge, Skills and Abilities: Knowledge of the automotive industry (various sectors). Knowledge of the finance industry (various sectors). Proficiency of reading and analyzing financials, such as profit & loss, balance sheet, tax returns and bank statements preferred. Strong financial acumen with working knowledge of key financial tools and terminology. Ability to identify risk indicators through data tools. Ability to communicate a proactive performance plan on continuous basis individually and client level. Strong presentation, verbal and written communication skills. Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization. Strong time management skills with ability to manage deadlines. Strong negotiation and collection skills. Strong analytical and problem-solving skills. Ability to work independently and in a remote environment. Ability to maintain a high level of safety awareness and take necessary safety precautions. Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce. Education and Experience: BA/BS with 4+ yeas related experience in finance, client facing, customer service, B2B, account management and/ or collections required. Candidate can also have a combination of a MS degree and 2+ years, or 8 years of experience in lieu of a degree. Automotive and/or floorplan industry background preferred. Financial knowledge and acumen preferred. Physical Demands: Ability to visit clients at least 60% of the time with occasionally required overnight travel. Ability to sit and stand for extended periods of time. Valid driver's license is required for this position. Disclaimer: The description is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Drug Testing To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited. Benefits The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. No OPT, CPT, STEM/OPT or visa sponsorship now or in future.

Job DescriptionDescription: Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help Paylocity enhance communication and enable employees to connect, collaborate, and create from anywhere with a position in Product & Technology! Want to develop the strategies and principles needed to deliver compelling software? Join our team and help us enhance our all-in-one software platform, elevate our one-of-a-kind technology, and improve the employee experience. Take your career to the next level at one of G2's Top 100 Software Companies. Explore our Product & Technology positions to see where you fit! This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary. The Paylocity Program Management community is pioneering technologies to bring businesses closer together at a global scale. Our team's mission is to enable Product & Technology to close the gaps between current performance and our short & long-term company goals. The Portfolio Program Manager will partner with Area Vice Presidents, Product and Engineering leads to prioritize and align roadmap efforts to company objectives and outcomes. You will be responsible for guiding high-level goals and roadmaps, monitoring and communicating progress for a specific Product Area. Teams span across product, engineering, design, infrastructure, IT, marketing, ops, sales and more. Portfolio Program Manager Responsibilities Portfolio Management: The primary responsibility is to manage the portfolio of projects, ensuring that they align with the organization's strategic objectives. This includes selecting and prioritizing projects based on their potential value and alignment with business goals. Resource Allocation: Allocate resources across various projects within product area. This involves balancing the needs of different projects and ensuring that resources are used effectively. Governance and Monitoring: Establish and enforce Program Management Office framework, processes, and standards for managing the portfolio. Monitor roadmap adherence and project health using tools like dashboards and reports, and track progress, outcomes, and risks associated with each project. Metrics and Reporting: Tracking and reporting on projects and programs within the Portfolio. Program Managers will report on individual projects and programs and will report up to the Portfolio Manager to enable holistic portfolio reporting on total initiatives, launch dates, risks, resource constraints, milestones and critical dates. Reporting and dashboarding is completed in Jira, therefore a strong background in Atlassian is required. Stakeholder Engagement: Communicate the portfolio vision, scope, outcomes, status and health to stakeholders. This includes managing relationships with key stakeholders and reporting to technical, business, and executive audiences on project and portfolio performance, roadmap adherence, risks and mitigation, dependencies and issues. Defining Vision and Scope: Define the vision and scope of the portfolio, including setting criteria for project selection and evaluation. This involves identifying projects that fit the organization's mission and objectives. Risk Management: Identify and mitigate risks that could impact the portfolio's success. This includes assessing the risks associated with individual projects and the portfolio as a whole. Continuous Improvement: Evaluate program management office framework and project success to identify and implement strategies for improvement. This may include developing new processes or tooling, improving existing processes, or improving routines and cadences. Minimum Qualifications: 7+ years of Program Management experience Experience working in Product and Software Development Experience delivering tech programs or products from inception to delivery. Experience operating autonomously across multiple teams, demonstrated critical thinking, and thought leadership. Communication experience and experience working with technical management teams to develop systems, solutions, and products. Organizational, coordination and multi-tasking experience. Analytical and problem-solving experience with large-scale systems. Experience establishing work relationships across multi-disciplinary teams and multiple partners in different time zones. Experience working with product teams to build and deliver end-to-end customer focused products with technical knowledge of the underlying platforms and technologies. Experience with Jira and Smartsheet Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position is $114k - $170k/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via ************************** Requirements:

Remote based USA. Are you a Chief Investment Banking Officer or Head of Trading or Portfolio with deep expertise in quantitative crypto trading, XRP, and DeFi markets, ready to help scale a next -generation digital asset and wealth management family office, already achieving $100B+ AUM, to grow to over $220B AUM within the next few years? Our USA based Global Client is a fast -growth cryptocurrency investment and trading company seeking a visionary CIO who has led teams of 5-10+ quants, data scientists, ops and personally managed $10B -20B+ portfolios across crypto (and ideally has some traditional institutional markets experience). You'll define and execute trading frameworks for XRP -based DeFi investment strategies, driving through algorithmic design, risk optimization, and automation - blending Wall Street precision with Blockchain and Web3 speed. You'll Bring: 10+ years in quantitative trading or portfolio leadership in the USA (mandatory) Proven record managing a team with $15B+ AUM (crypto, XRP, DeFi, digital, alternative markets) Mastery in algorithmic trading, XRP, XLT, on -chain data analysis, SMA, AI, Web3 Strategic vision with hands -on technical fluency Previously hired and retained the best analysts in your team Vendor relationships and management of eg Anchorage, Onramp, Securitas, Zodia, Gemini Public facing, client facing, PR/Podcast/YouTube experience (guest or host) Location: Remote (USA) Compensation: Base USD$300K -500K Negotiable. Annual performance bonus: 100% - 200% of base - Negotiable. Comprehensives total reward and benefits package on top, including long term incentive plan - Negotiable. Please apply and Jonathan Pearson at BluZinc will review your resume then reach out to arrange initial calls with suitable candidates.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Portfolio Delivery Leader The Portfolio Delivery Leader is accountable for collaborative design, driving alignment, and successful delivery of a prioritized portfolio roadmap. This role builds and maintains strong, trust-based relationships with key business stakeholders, ensuring that technology investments are aligned with strategic objectives and delivers measurable value. Acting as a strategic partner to the business digital leader, the Portfolio Delivery Leader ensures the right teams, capabilities, and processes are in place to enable high impact, high-quality solutions. In partnership with Digital Leaders, this role champions an integrated, collaborative delivery model that strengthens business engagement, accelerates decision-making, and enhances transparency across the portfolio. This position provides leadership and oversight for solution delivery leveraging advanced technologies including ensuring teams consistently apply AI and recent technology design best practices, standards, and methodologies. The Portfolio Delivery Leader is accountable for team performance, delivery excellence, and continuous improvement, fostering an environment of shared ownership, high quality outcomes, and operational efficiency. ESSENTIAL DUTIES: Cultivate strong, trust-based relationships with stakeholders to collaboratively shape portfolio roadmaps, prioritize initiatives based on business value, and ensure transparent visibility into delivery progress and effectiveness Lead high-performing, client-facing product teams in designing, implementing, supporting, and maintaining world-class custom solutions that seamlessly integrate with internal and external systems. Apply deep business knowledge of assigned lines of business, across lines of business or functional groups to ensure alignment with strategic goals. Drive accountability among leaders to identify and execute opportunities for streamlining delivery workflows through AI, automation, and modern delivery tools. Lead in-house and 3rd party teams on the synthesis of Cloud and hybrid platform offerings into first class solutions for RSM with a consistent focus on delivering high value, high quality solutions that are reliable and will scale to the growing needs of RSM and relevant practice Establish and oversee processes that enable teams to deliver high-value solutions reliably and collaboratively for RSM business and digital solutions teams. Standardize Agile and SAFe practices across all teams, while fostering leadership collaboration with Scrum Masters, Release Train Engineers, and Agile Coaches to uphold SAFe principles and maximize velocity. Champion continuous improvement by driving enhancements in Agile and SAFe practices to optimize delivery efficiency and team performance. Oversee the execution of advanced products, AI and cloud platform development, governance processes, and manage expectations with stakeholders while continuing to advance the partnership with our business leaders through the priority focus of solving business problems. Identify leading practices around platform Security, Data Integrity, Service Quality, Scalability, Privacy, Risk Mitigation, Disaster Recovery, Control and Monitoring. Lead high performing teams ensure best practices; standards and policies are adhered to during the execution process. Lead process optimization efforts and provide regular performance QUALIFICATIONS: EDUCATION/CERTIFICATIONS Bachelor of Science or equivalent experience in Software Engineering/Cloud/technology leadership role - Required Master of Science - Preferred TECHNICAL/SOFT SKILLS Solid understanding of Microsoft Azure cloud architecture and administration Experience building on premise, off-premise and hybrid solutions Experience building business solutions with a strong understanding of business processes required Strong conceptual, analytic, and expert problem-solving skills An understanding of current development technologies Strong leadership skills with experience managing Agile SAFe development teams to deliver complex business solutions Motivated to work in a new and growing environment Strong mentoring and training skills Excellent communication, collaboration, and influence skills and conveys an approachable demeanor EXPERIENCE 5 years' experience leading matrixed delivery teams, building strategic roadmaps and providing effective business alignment Solution Development and Governance required 10 years' experience building enterprise-class on-premise, off-premise and hybrid solutions required 5 years' experience developing and maintaining policies, procedures, standards, and guidelines required Strong business knowledge in Audit, Tax, Consulting and/or internal functions of the firm required Strong experience in Agile SAFe Knowledge and experience with Application Lifecycle Management with Microsoft Team Foundation Server Experience presenting to C-level executive and Board of Director levels Proficiency in performing and reporting risk, business impact Knowledge of experience in developing and documenting cloud architecture and plans, including strategic, tactical and project plans. Knowledge and experience leading teams focused on Azure cloud and related cloud technologies Ability to determine when Customization, Development, or additional commercial products are required Hands on experience with large scale implementation(s) of Azure in an enterprise environment required, specifically around: Deploying applications for scale in Azure cloud Monitoring and support of Azure Disaster Recovery Performance tuning and optimization LEADERSHIP SKILLS Strong leadership skills and the ability to work effectively with business managers, IT engineering and IT operations staff Ability to influence without authority Ability to build strong relationships across lines of business, functional areas, and outside vendors Excellent verbal, written and interpersonal communication skills, including the ability to communicate effectively across the entire organization Ability to be a leader and SME of Cloud technologies for project and application development teams, management, and business personnel Ability to drive delivery, motivate team as well as provide input into achieving realistic timelines, roadmaps, and goals Strong leader: takes ownership, leads by example, creates, and motivates high-performing teams At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $215,800 - $381,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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

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

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

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

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

United Community is seeking a highly skilled Portfolio Manager. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio. What You'll Do Manage larger commercial credits to ensure portfolio soundness, profitability, and growth. Provide credit and sales support to Commercial Lending. Analyze complex financial statements and prepare credit analysis packages. Serve as a secondary contact on client relationships. Identify cross-sell opportunities with new and existing clients. Assist in the loan process, including underwriting and closing. Prepare commitment letters and review loan documents. Assist lenders in their prospecting efforts. Requirements For Success Bachelor's Degree in finance or accounting preferred. 5+ years of experience in commercial lending. Proficient knowledge of credit policy, banking regulations, and loan documentation. Ability to analyze complex financial statements and tax returns. Strong interpersonal and communication skills. Excellent organizational and time management skills. Ability to work effectively within the company's credit culture. Proficiency with in-house financial reporting applications, including Navigator. Good mathematical, reading comprehension, and writing skills Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.