Portfolio manager jobs in Abington, PA

About Us At Quaker Houghton, we are experts in the development, production and application of industrial process fluids, lubricants and coatings for the manufacturing industry. We have been an integral part in the growth of the worlds largest industrial and manufacturing companies from aerospace and automotive to primary metal and energy. Today, we have a global presence, with our corporate headquarters located in Conshohocken, PA. Quaker Houghton is a global publicly traded company with a unique collaborative culture that supports career growth for its associates and offers competitive compensation and benefit programs. Job Summary Reporting directly to the VP, Investor Relations & Assistant Corporate Treasurer, the Investor Relations Manager will play a pivotal role in shaping and executing the Companys investor relations, financial communications, and treasury strategy. This individual will serve as a trusted advisor to senior leadership, driving proactive engagement with investors and analysts, and ensuring the Company effectively communicates its financial strategy, performance, and long-term value creation priorities to key stakeholders. Key Responsibilities Investor Relations * Prepare quarterly earnings materials, including press releases, earnings call scripts, Q&A documents, and investor presentations, ensuring clear and compelling messaging. * Partner with Finance, FP&A, and commercial teams to evaluate performance, and align financial messaging with strategy. * Drive the preparation of executive and Board of Directors updates on capital markets activities, shareholder engagement, and investor sentiment. * Partner with the Head of IR to coordinate, manage and engage institutional investors and sell-side analysts, fostering strong relationships and representing the Companys strategy, performance, and outlook. * Monitor and analyze sell-side research, analyst financial models, and peer company disclosures to provide actionable insights to leadership. * Develop and maintain competitive intelligence through peer benchmarking, industry trend analysis, and valuation studies to inform corporate strategy and messaging. * Ensure compliance with disclosure best practices and SEC/Reg. FD requirements. * Oversee planning and execution of key investor events, including Investor Day, non-deal roadshows, and industry conferences. Treasury & Global Risk Management * Support the development of capital allocation frameworks, financing strategies, and long-term financial planning models. * Prepare executive Board-level materials related to capital markets activity, capital structures, and financial strategy. * Monitor capital structure, and debt/equity markets to identify risks and opportunities. * Provide analytical and strategic support for debt and equity capital markets activities. * Contribute to broader treasury initiatives, including capital markets, insurance, risk management, and other related areas. Qualifications * Bachelors degree required; MBA, CFA, or CPA strongly preferred. * 5 years of progressive experience in investor relations, equity research, corporate finance, or related fields. * Exceptional financial modeling, valuation, and analytical skills with a proven ability to synthesize complex data into strategic insights. * Outstanding written and verbal communication skills with experience developing materials for senior executives, Boards of Directors, and external stakeholders. * Strong interpersonal skills with demonstrated ability to engage credibly with institutional investors, analysts, and senior leadership. * Strategic thinker who operates effectively in fast-paced, dynamic environments. * Results-oriented with a high degree of accountability, professionalism, and integrity. * Travel requirement: What's In It for You * Competitive pay programs with excellent career growth trajectory * Paid time off for volunteerism * Dress for your day; how you dress is determined by what your day may bring * Opportunity to participate in comprehensive benefit options including Medical, Dental, Vision, Parental Leave, Holiday Pay, Paid Time Off, Tuition Reimbursement, and Savings Plan * Work for a global leader in the industrial process fluids industry Quaker Houghton provides equal employment opportunity for all qualified candidates. Quaker Houghton does not discriminate against any candidate for employment based on race, color, religion, sex, gender, gender identity or expression, affectional or sexual orientation, pregnancy, age, creed, ancestry, national origin, citizenship, marital or domestic partnership or civil union status, veterans status, physical/mental disability, genetic information, or any other category protected by U.S federal, state, and/or local employment law. Furthermore, Quaker Houghton is committed to providing reasonable accommodations to qualified candidates with physical and/or mental disabilities.

Job Description The Portfolio Manager is responsible for overseeing the administration, performance, and strategic direction of a property portfolio. This role focuses on ensuring compliance with risk management policies, optimizing client relationships, and driving portfolio growth while maintaining alignment with organizational goals and market conditions. Key Responsibilities: Portfolio Oversight: Administer and manage the performance of a property portfolio, ensuring alignment with company strategies and regulatory requirements. Risk Management: Analyze, underwrite, and monitor assigned relationships, assessing financial and operational data to recommend risk mitigation and portfolio adjustments. Renewal Management: Collaborate with clients, support staff, and the credit department to manage the renewal process efficiently. Performance Reporting: Prepare detailed monthly performance reports for internal teams, leadership, and investors. Market Analysis: Stay informed of economic conditions, market trends, and legislative changes that may affect the real estate landscape and customer relationships. Risk Identification: Proactively identify and address risk and opportunity characteristics within the portfolio, with a forward-looking view of market conditions. Strategic Guidance: Provide insights on asset allocation, pricing trends, and industry-specific challenges to steer property originations and optimize portfolio performance. Innovation in Reporting: Develop and implement advanced portfolio reporting tools and methodologies for continuous monitoring and trend analysis. Concentration Risk Management: Help develop and monitor concentration risk methodologies, ensuring balanced portfolio exposure and mitigating over-concentration risks. Desired Competency, Experience and Skills: Strong background in commercial real estate. Experience in portfolio management, credit analysis, and risk mitigation strategies. Ability to interpret and analyze financial and operational data to drive decision-making. Knowledge of market trends, economic conditions, and regulatory guidelines. Excellent communication and collaboration skills for interacting with clients, team members, and stakeholders. Proficiency in creating detailed performance and risk reports for leadership and investors. Preferred Skills: Familiarity with statistical modeling and portfolio analysis tools. Understanding of property market dynamics and valuation metrics. Expertise in risk concentration methodologies and asset allocation strategies. About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development. Title: Site Contracts Portfolio Manager Role Summary: Responsible for managing specific client partnership for the site contracts delivery, including portfolio level point of contact for internal and external stakeholders, managing performance activities and required KPIs for portfolio, pipeline monitoring, portfolio level metric reporting, preparing and updating portfolio templates, establishing portfolio level processes and procedures, and delivering training on client specific processes. Responsibilities: * Manages partnerships and working relationships at portfolio level for clients and/or projects. * Defines, manages, and executes the site contract and budget strategy for assigned clients within study and portfolio level timelines to meet client deliverables. * May be responsible for the fiscal management of allocated services with assigned clients including department budgeting and cost management, proposal/budget/RFP reviews, revenue recognition, units billing, identifying out of scope activities, and preparing change in scope documentation as required. * Provide review of Master Services Agreement and/or Work Order review for site contracts for assigned portfolio as needed. * May be responsible for support inputs into sales processes, i.e. maintenance of materials for RFIs, RFPs, or bid defense meetings, bespoke materials, and other ad hoc bid defense meeting attendance. * Works closely and proactively with client to actively lead, develop, support, and contribute to the continuous improvement of client specific processes and procedures. * Ensure consistency in adoption and implementation of client processes and expectations across site contracts team working on client portfolio. * Accountable for site contracts team efficiency and adherence to portfolio specific standard operating procedures (SOPs), work instructions(WIs), project instructions, timelines, quality check processes, and study budgets for assigned portfolio clients. * Provides portfolio level progress reporting, KPIs, and metrics to clients for site contracts activities. * Monitors and assists with resourcing management at portfolio level to ensure required resources are available for projects to meet project and/or portfolio timelines and deliverables. * Delivers training on client specific processes to site contracts negotiators and/or site contracts leads assigned to the portfolio. * Ensures process and delivery consistency across designated portfolios and/or projects. * May support portfolio level stakeholders, both internally and externally, in writing partnership manuals and/or governance plans. * Supports Senior Site Contracts Portfolio Manager, Contracts Managers, and/or Director, Site Contracts as needed. * Participates in initiatives to support improvement of client partnerships. * Leads and/or participates in departmental and interdepartmental initiatives and process improvements, as assigned. * Completes all required project, client, department, and ICON trainings on time and adheres to the applicable SOPs, processes, and procedures. What you need: * Bachelor's Degree * 6-9 years of experience in a Clinical Research environment * Demonstrates leadership skills and the ability to energize and develop others. * Creates an environment of teamwork and has the ability to establish and maintain good relationships internally and externally. * Operates independently with a willingness and ability to make decisions with minimal oversight and support. * Utilizes robust critical thinking to resolve issues and make rational judgements. * Able to effectively communicate with internal and external customers within all levels of the organization. * Highly detail oriented with careful attention to detail. * Ability to effectively organize, prioritize, and plan for competing priorities, including strong time management skills. * Excellent oral and written communication skills. * Strong attention to detail. * Great interpersonal and communication skills. * Confidence in dealing with external and internal clients. * Exhibits extensive competency in Microsoft Office Suite applications (i.e. Word, Excel, Powerpoint, Outlook). What ICON can offer you: Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent. In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family. Our benefits examples include: * Various annual leave entitlements * A range of health insurance offerings to suit you and your family's needs. * Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead. * Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being. * Life assurance * Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others. Visit our careers site to read more about the benefits ICON offers. At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles. Are you a current ICON Employee? Please click here to apply

Department: Credit The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. Primary Functions of the Position: * Underwrites requests for credit extensions to new and existing clients (new money business) * Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities * Prepares the following for presentation to Senior Loan Committee: * Credit Approval Request (CAR) * Modifications * Covenant Waivers/Amendments * Accurate and Timely Risk Rating * Assessment of Real Estate Sponsorship * Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur * In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties. * Ensures final loan documentation is consistent with credit approvals prior to closing. * Accompanies the relationship manager on prospect / client calls when appropriate Education and Experience Requirements: * Bachelor's Degree in Finance, Accounting, or related field * Minimum of 5 years of credit analysis and underwriting experience * Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred Essential Skills and Abilities: * Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types * Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction * Strong written and verbal communication skills * Strong presentation skills * Ability to work independently and within a team * Proficient in various spreadsheet and word processing applications, including the use of graphs and charts APPLY NOW TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.

At OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily tasks in alignment with our core values. Together we foster an environment of respect, professionalism and diversity that makes OceanFirst a great place to work and do business. Great benefits include: on-site fitness facility at Red Bank and Toms River headquarter offices, employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #BecomeOceanFirst and make an impact in the local community! ABOUT YOUR ROLE: In concert with SCO, directs all facets of construction loan processing from origination to closing. Perform independent analysis for commercial loan requests that are more of a complex nature; evaluate and make recommendation to approve, deny or offer alternative structuring solution; manage the Bank's most complex construction loans. Prepare written analysis and succinctly summarize underlying risk, and recommend risk rating. Identify and document any deviations from the Commercial Loan Policy as appropriate. Review analyses performed by Credit Analyst staff, and, if applicable, incorporate into overall risk assessment. Recommend and approve credit decisions within established authority in conjunction with Credit Officer if applicable. Ensure adherence to all applicable laws, regulations and company guidelines as detailed in the Bank's credit policy. Provide guidance to less seasoned Credit Portfolio Managers and Credit Analyst staff. WHAT YOU WILL DO: 1. Direct all facets of construction loan processing from origination to closing. 2. Responsible for reviewing and/or negotiating Commercial Real Estate (CRE) loan documents, while protecting the Bank's interest, and providing management of a loan portfolio from the time the loans are approved until pay-off or maturity. 3. Manage the Bank's most complex construction loans. Prepare and manage construction budgets. 4. Partner with customers, attorneys, construction consultants and title company representatives, during all phases of financing and closing. Review third party reports for accuracy and relevant data. 5. Perform efficient and concise detailed analysis and quality underwriting of commercial/construction loan proposals including the most complex loans. Proactively and independently analyze and structure proposals and complete the underwriting and evaluation process. Identify loan structure alternatives and make recommendations on credit decisions. Be the final decision maker on credits within their individual lending authority. Ensure compliance with credit policy and underwriting requirements. 6. Maintain the overall credit quality of the region's loan portfolio by pro-actively identifying the impact of current economic and market trends on the portfolio; take appropriate action to mitigate and control risks. Identify and document any deviation from the Commercial loan policy as appropriate. 7. Discuss and review covenants and overall assessment with reviewers and establish turnaround/delivery requirements. Participate in customer meeting to provide expert analytical counsel and credit perspective. 8. Conduct thorough annual review of current portfolio clients including review of financials, site visits, and assessment of general business information and other factors that would be indicators of risk. 9. Perform analysis of secondary sources of repayment such as collateral; assess the quality and source of collateral marketability in a liquidation scenario. 10. Perform analysis of a guarantor's financial position through a thorough investigation of personal financial statements to develop an understanding of any contingent liabilities, and constructing an estimated personal net cash flow through the thorough investigation of personal tax returns and credit reporting documentation. 11. Prepare comprehensive written analysis for loan proposals including summary of financial statements, cash flow trends, management profiles, business and product cycles, operating performance and appropriate economic and market research. 12. Assign a credit risk rating. 13. Prepare in-depth loan package with detailed analysis and recommendations for presentation to reviewers and/or Management Credit Committee. Attend Management Credit Committee to provide input on overall assessment and answer questions regarding their credit analysis as necessary. May present credits to the Management Credit Committee. 14. In partnership with the Commercial Relationship Managers and Regional Managers, establish and maintain relationships with current and prospective customers. Leverage customer knowledge to proactively identify and recommend opportunities to cross-sell additional loan and non-credit products to clients. 15. Provide guidance to less seasoned Credit Portfolio Managers and credit analyst staff. 16. Ensure compliance of all required documentation and ensure loan terms and conditions adhere to established credit policy and approval. Ensure compliance with applicable federal, state and local laws and regulations, agency guidelines and organization policies. 17. Provide approval authority for commercial loans as specified by Loan Policy. WHAT WE EXPECT OF YOU: * Considerable knowledge of commercial real estate lending including letters of credit, borrowing base lending, multi-phased construction, and transactions secured by multiple collateral properties. * Strong technical expertise in closing and loan management functions. * Demonstrated ability to close commercial real estate loans and manage a commercial real estate loan portfolio. * Knowledge of commercial real estate finance, law, documentation, accounting and data systems * Thorough knowledge of commercial lending process including credit evaluation and underwriting expertise with proven success making independent credit assessments. Ability to analyze participation loans and other loans with complex covenant structures. * Thorough knowledge and understanding of credit approval policy and process with the proven ability to accurately interpret lending policy and apply same to the management of the portfolio. * Knowledge and understanding of qualitative portfolio analytics and metrics with the ability to utilize automated and manual analytical tools and techniques, including "what-if" scenarios and in-depth projective financial analysis to the most complex lending scenarios. * Ability to identify and quantify business risks and the key drivers of risk and focus decisions accordingly. * General understanding of bank's overall portfolio mix, concentration and exposure limits, risk philosophy. Ability to understand client industry and its fit into portfolio parameters * Thorough knowledge of banking regulations and laws governing commercial lending. * Strong written and oral communication skills with the ability to effectively communicate financial analysis detail in a clear, concise manner. Confident in the ability to present to senior management and/or Credit Committee as necessary. * Ability to establish and maintain professional internal partner and external client relationships. * Demonstrated ability to provide guidance and leadership to less seasoned staff. * Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines. * Demonstrated proficiency with Microsoft Office, with specific capability in Word and Excel. * Ability to maintain the confidentiality of credit and customer information.

ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development. **Title:** Site Contracts Portfolio Manager **Role Summary:** Responsible for managing specific client partnership for the site contracts delivery, including portfolio level point of contact for internal and external stakeholders, managing performance activities and required KPIs for portfolio, pipeline monitoring, portfolio level metric reporting, preparing and updating portfolio templates, establishing portfolio level processes and procedures, and delivering training on client specific processes. **Responsibilities:** + Manages partnerships and working relationships at portfolio level for clients and/or projects. + Defines, manages, and executes the site contract and budget strategy for assigned clients within study and portfolio level timelines to meet client deliverables. + May be responsible for the fiscal management of allocated services with assigned clients including department budgeting and cost management, proposal/budget/RFP reviews, revenue recognition, units billing, identifying out of scope activities, and preparing change in scope documentation as required. + Provide review of Master Services Agreement and/or Work Order review for site contracts for assigned portfolio as needed. + May be responsible for support inputs into sales processes, i.e. maintenance of materials for RFIs, RFPs, or bid defense meetings, bespoke materials, and other ad hoc bid defense meeting attendance. + Works closely and proactively with client to actively lead, develop, support, and contribute to the continuous improvement of client specific processes and procedures. + Ensure consistency in adoption and implementation of client processes and expectations across site contracts team working on client portfolio. + Accountable for site contracts team efficiency and adherence to portfolio specific standard operating procedures (SOPs), work instructions(WIs), project instructions, timelines, quality check processes, and study budgets for assigned portfolio clients. + Provides portfolio level progress reporting, KPIs, and metrics to clients for site contracts activities. + Monitors and assists with resourcing management at portfolio level to ensure required resources are available for projects to meet project and/or portfolio timelines and deliverables. + Delivers training on client specific processes to site contracts negotiators and/or site contracts leads assigned to the portfolio. + Ensures process and delivery consistency across designated portfolios and/or projects. + May support portfolio level stakeholders, both internally and externally, in writing partnership manuals and/or governance plans. + Supports Senior Site Contracts Portfolio Manager, Contracts Managers, and/or Director, Site Contracts as needed. + Participates in initiatives to support improvement of client partnerships. + Leads and/or participates in departmental and interdepartmental initiatives and process improvements, as assigned. + Completes all required project, client, department, and ICON trainings on time and adheres to the applicable SOPs, processes, and procedures. **What you need:** + Bachelor's Degree + 6-9 years of experience in a Clinical Research environment + Demonstrates leadership skills and the ability to energize and develop others. + Creates an environment of teamwork and has the ability to establish and maintain good relationships internally and externally. + Operates independently with a willingness and ability to make decisions with minimal oversight and support. + Utilizes robust critical thinking to resolve issues and make rational judgements. + Able to effectively communicate with internal and external customers within all levels of the organization. + Highly detail oriented with careful attention to detail. + Ability to effectively organize, prioritize, and plan for competing priorities, including strong time management skills. + Excellent oral and written communication skills. + Strong attention to detail. + Great interpersonal and communication skills. + Confidence in dealing with external and internal clients. + Exhibits extensive competency in Microsoft Office Suite applications (i.e. Word, Excel, Powerpoint, Outlook). **What ICON can offer you:** Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent. In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family. Our benefits examples include: + Various annual leave entitlements + A range of health insurance offerings to suit you and your family's needs. + Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead. + Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being. + Life assurance + Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others. Visit our careers site (************************************* to read more about the benefits ICON offers. At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here (****************************************************** Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles. Are you a current ICON Employee? Please click here (****************************************************** to apply

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Client Portfolio Manager The BBH Investment Research Group (IRG) is the centralized investment team within BBH's Multi-Family Office (MFO) business that is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related decisions for our clients. Currently IRG oversees an asset base in excess of $56 billion dollars that is invested in over 25 different internal and external investment strategies. As part of IRG's dual mission of delivering investment excellence and inspiring client confidence, we recently launched the Client Portfolio Management & Strategy (“CPMS”) team, which is responsible for communicating our best investment thinking to our client teams and our clients. This Client Portfolio Manager position is a newly created role, reporting directly to the Head of CPMS. The CPMS team is integrated into the investment team, remaining current and informed on investment managers and portfolio strategy. The CPMS team works closely with 1) the Investment Research Team in IRG, keeping abreast of investment philosophy and approach, manager selection and market updates; 2) the Relationship Managers to ensure that clients' portfolios reflect IRG's best thinking, balanced with each client's respective goals and objectives; and 3) the Investment Operations & Analytics Team within IRG, which is responsible for executing IRG decisions, including manager onboarding and technology implementation. The Client Portfolio Manager is responsible for representing for our multi-asset class investment portfolios with our clients and prospects. This role is responsible for working directly with existing and prospective clients to represent BBH's investment strategies and overall portfolio approach. He/she will interact with existing and potential clients as an investment representative from IRG, perform ad hoc investment analyses as requested by clients, and oversee clients' asset allocation and portfolio construction alongside the clients' Relationship Manager, who serves as the primary point of contact for each client. The scope of work with clients includes preparing and presenting portfolio proposals, portfolio reviews, providing updates on individual investment manager strategies as well as contributing to written content and responding to investment enquiries. The ideal candidate will have experience in discussing portfolios with clients across multiple asset classes. The role also involves capturing key portfolio insights, research projects and other ad-hoc analyses. A strong skill set in synthesizing research findings is important, as is investment writing and creative presentation content. Investment collateral produced by CPMS can include macroeconomics, investment themes, portfolio composition, performance and characteristics, rationale for holdings and investment decisions at both an investment manager and a portfolio level. It will be important to stay abreast of the markets as well as developments with all managers on the BBH investment platform. While headquartered in New York City, the CPMS team has responsibility for Front Office and client facing activities across our US offices which in addition to New York, include Boston, Charlotte, Chicago, Houston, Nashville and Philadelphia. We are open to applicants who are seeking to be located in Boston and Philadelphia, with periodic travel to other offices, as needed. Some of your key responsibilities include: Portfolio Management Support Serve as an IRG investment expert for BBH's taxable and non-taxable clients, effectively communicating on our investment philosophy and portfolio approach to our clients. Work with the Investment Team to stay current on portfolios and communicate with clients about various managers and performance. Participate in client meetings and document key takeaways; ensure deliverables are met on a timely basis. Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios that will aid in investment decision making, including private equity modeling, portfolio look-throughs, capital gains and other tax information. Take the lead on monitoring legacy managers or individual holdings that are in client portfolios, but which are not covered by the Investment Research Team. Actively engage in IRG investment discussions and decision-making processes. Client Relationship Management Support Relationship Managers by providing information related to the investment platform and assisting with data and other information requests. Create timely client-specific materials, reports, and thought pieces to address client needs. Draft communications for relationship teams including, but not limited to: 1-pagers that summarize key data for each manager, top 10 investment holdings summaries, and Ad Hoc commentary (think: performance update, moved to watch list, personnel turnover, etc.). Participate as needed in the process to onboard new client relationships Assist with overseeing the management of timely and thoughtful responses to Relationship Management /client enquiries, including the effective organization and streamlining of all responses and FAQs. Asset Allocation, Market Analysis and Content Generation Assist with developing a process for CPMS to assist the Relationship Managers in ensuring that client portfolios are managed in accordance with the investment policy statement. Recommend rebalancing recommendations when markets move portfolios away from targets. Monitor and analyze portfolio exposure data for client policy portfolios. Analyze market and macroeconomic developments that may influence portfolio construction or other investment decisions. While we invest bottom-up, we worry top-down about risks that could impact the portfolio - assist in writing market commentary that inspires client confidence that we are monitoring all potential risks Stay informed of industry trends, investment manager updates, market and macroeconomic developments that may influence portfolio construction or Front Office/client communication. Qualifications: In addition to a strong work ethic, unquestioned integrity, a demonstrated record of professional success, and sound judgement, candidates should possess the following: BA or Equivalent, advanced degree and/or CFA/CAIA a plus 8+ years of relevant investment-related experience. Has a blend of both investment acumen and client experience to be a successful Client Portfolio Manager representing our business with our clients. Demonstrated interest in, along with ability, to represent a multi-asset class portfolio of exceptional investment managers. Strong conceptual and critical thinking skills. Excellent interpersonal skills and the ability to build trusted relationships with clients and colleagues . Outstanding written and verbal communication skills. Demonstrated ability to work in a collaborative team environment Strong quantitative and qualitative analysis skills, including data analysis. Experience managing and/or mentoring colleagues. Knowledge of BBH products, practices and investment philosophy, a plus Experience with Microsoft Office Products, particularly PowerPoint and Excel, required We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

The Chief Investment Officer (CIO) provides executive leadership and serves as the senior TFA Investment executive and a member of the TFA executive management team. This position is responsible for the administration and management of the multi-billion dollar TFA investment portfolio and overall investment program. Responsibilities include establishment and maintenance of sound investment policy in conjunction with the TFA Investment Committee. The CIO supervises and leads a small internal staff of skilled professionals who manage internal stock and bond portfolios as well as oversee external money managers. Responsibilities Position Goals: * Executive Investment Leadership Expertise - Serve as the senior investment executive and fiduciary for Tompkins Financial Advisors (TFA). Advise the TFA President and executive team on investment activities and issues. Maintain awareness of trends, regulations, and best practices in institutional investments. * Administration & Management of the Investment Program - Oversee the multi-billion-dollar TFA investment portfolio. Ensure compliance with TFA's Investment Policy and applicable laws. Manage asset allocation, risk budgets, and investment strategies for optimal performance. Supervise internal staff and oversee external money managers and consultants. * Consultation & Coordination with the Investment Committee- Act as the primary staff expert for the TFA Investment Committee. Develop and present policy recommendations and performance reports. Ensure the Committee operates efficiently, and members are well-informed and trained. * Personnel & Fiscal Management- Lead and develop the investment team through hiring, training, and performance management. Prepare and manage the division's annual budget. Promote professional development for staff. Key Responsibilities: * Executive Leadership & Investment Expertise * Act as the senior investment executive and fiduciary for TFA. * Advise the TFA CEO and executive team on investment matters. * Lead research and application of modern portfolio theory. * Stay informed on industry trends, regulations, and best practices. * Contribute to strategic planning, budgeting, and policy development. * Investment Program Management * Administer and manage TFA's multi-billion-dollar investment portfolio. * Ensure compliance with investment policies and legal standards. * Oversee asset allocation, risk budgeting, and investment strategy. * Lead searches and negotiations for investment managers and consultants. * Monitor performance and enforce corrective actions when needed. * Provide investment performance summaries and client-facing materials. * Investment Committee Support * Serve as the primary expert and coordinator for the TFA Investment Committee. * Present policy recommendations and performance reports. * Manage committee meetings and member onboarding/training. * Ensure compliance with fiduciary standards and ethics policies. * Personnel & Fiscal Oversight * Supervise investment officers and support staff. * Manage hiring, evaluations, and professional development. * Prepare and monitor the division's annual budget. * Ensure staff compliance with ethics and internal policies. * Outreach & Representation * Represent TFA's investment program in client meetings and public engagements. * Respond to media and public inquiries. * Contribute to marketing and educational materials. Key Characteristics: * Strategic Leadership & Execution: Shapes and drives the organization's long-term strategy by aligning vision, mission, and values with strategic goals and business growth initiatives. Collaborates across leadership, fosters inclusive planning, anticipates future challenges, and cultivates a reflective, forward-thinking culture that values diverse perspectives and broad engagement. * People Leadership: Champions employee engagement, retention, and development by fostering a culture of coaching, recognition, and shared leadership. Ensures succession planning, values individual contributions, and involves team members in decisions that impact their experience and growth. * Influence: Establishes structures and leverages trusted relationships, alliances, and expertise to effectively position ideas and influence stakeholders. Promotes a culture where influence drives action, while remaining mindful of the inherent impact of their role on organizational outcomes. * Risk Management: Provides strategic leadership in risk management by defining organizational risk tolerance, guiding the development of risk evaluation frameworks, and advising on complex risk scenarios. Analyzes organizational trends to shape short- and long-term risk strategies, while ensuring business continuity plans remain current and effective. * Problem Solving & Decision Making: Promotes objective, forward-thinking decision-making by consistently applying the Tompkins model, seeking diverse perspectives, and considering long-term impacts. Builds a culture of trust and accountability by empowering others to make informed decisions and holding them responsible for outcomes. Qualifications * Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree in Business Administration (MBA), Finance, or Economics preferred. * Chartered Financial Analyst (CFA) designation is preferred * Minimum of ten (10) years of progressive experience in investment management, portfolio oversight, or wealth advisory roles. * Proven leadership experience managing multi-billion dollar portfolios and supervising investment teams. * Deep knowledge of modern portfolio theory, asset allocation strategies, and fiduciary standards. * Strong understanding of regulatory frameworks including SEC, FINRA, and NY Ethics laws. * Demonstrated ability to influence senior stakeholders and drive strategic investment decisions. * Exceptional communication skills with the ability to translate complex financial concepts to diverse audiences. Benefits * Medical * Dental * Vision * 401(k) Match * Profit Sharing * Paid Time Off * 11 Holidays * Tuition Reimbursement * Free Parking throughout Tompkins Community Bank * Employee Referrals EEO Statement Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law. For more information, please click here #financialadvisors Pay Range USD $195,000.00 - USD $280,000.00 /Yr. Bonus/Incentive Plan This position includes participation in a performance-based cash incentive plan. May also be eligible for Equity Grants.

Company:Oliver WymanDescription: Who We Are? Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a wholly owned subsidiary of Marsh & McLennan Companies [NYSE: MMC]. For more information, visit ******************** Job Specification Practice Group: Financial Services Practice: Insurance Location: New York Role: Associate, Engagement Manager Practice Overview The Insurance and Asset Management Practice provides leading Life Insurers, Property & Casualty Insurers, and Asset Managers with strategic insights to succeed in a rapidly evolving competitive, regulatory, and capital markets environment. Our work spans a range of topics, including strategy development, financial effectiveness, product design and management, operational excellence, underwriting and pricing, and distribution. Recent examples of our impact include: Establishing a Greenfield insurer from strategy formulation, technology selection across the value chain, project planning through to implementation Designing a multi-year corporate strategy for an Independent Broker Dealer that included product development, distribution and operations and technology components Building a generative-AI powered contract review tool reviewing the insurance sections of contracts Developing a target operating model for the Finance and Actuarial functions of a life insurer to empower them with enhanced data and the technology they need to design products, perform pricing updates, and calculate reserves The Insurance Practice is seeking Associates and Engagement Managers to support our continued expansion, a strategic priority for the firm. This is an exciting opportunity to be part of a successful team. For more information about our Practice, please visit *********************************************************************************************************** Associate / Engagement Manager Role Our consulting roles offer excellent career and growth opportunities for talented, highly motivated professionals with relevant prior experience. As a professional member of our firm in the Associate or Engagement Manager role, your initial responsibilities will include: Managing the execution of individual project workstreams or projects. This typically includes project / workstream planning and coordination; developing hypotheses; managing data collection, model creation and analyses; conducting primary and secondary research; creatively tackling information limitations; and surfacing insights Synthesizing findings into written presentations; reviewing and discussing with clients and other stakeholders; leading client readouts of written presentations or deliverables Supporting our Partner group in project delivery through accurate and high-quality execution Managing and developing junior consultants on individual project workstreams or projects. This typically includes task allocation tailored appropriately by skill sets; output / deliverable review and iteration; constructive feedback sessions; and mentoring / development in consulting skillset and / or insurance industry content or related topics Desired Skills and Experience Just as every client project is different, we recognize and value the diversity of backgrounds and skill sets for successful candidates. We are seeking high-caliber individuals who want to join our winning team. While specific responsibilities will vary based on previous experience the ideal candidate will have the following: 4-7 years of relevant experience, ideally with a top-tier strategy consulting firm (or other similar organizations with project-based, team-oriented environments) Experience with insurance-related topics, such as organizational design, strategic planning, product design, distribution, underwriting, policy or claims administration, claims, risk and capital management, pensions, or reinsurance Track record of leading and managing teams, and delivering against tight deadlines in fast-paced, demanding environments Strong background in strategic problem solving with demonstrable analytical skills Outstanding written and verbal communication skills Undergraduate or advanced degree from a top academic program Willingness to travel Unrestricted U.S. work authorization is required for U.S. office locations. Oliver Wyman does not offer sponsorship for this position. Please note that CPT and OPT are restricted forms of work authorization. Why Work for Us Oliver Wyman seeks to invest in its people by fostering a safe and inclusive environment, respecting and welcoming different perspectives, promoting an ownership culture, providing opportunities for individuals to develop their personal brand, and celebrating successes and rewarding performance. There are employee groups for: the LGBT+ community, racially and ethnically diverse employees, women, family life, introverts and veterans of military service at Oliver Wyman. The applicable base salary range for this role is $190,000 to $240,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, educations, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In additional to the base salary, this position is eligible for performance -based incentives. Oliver Wyman offers a performance-based pay program that rewards colleagues for the contributions they make to our business results, including year-end bonuses based on personal and corporate performance. We also offer an impressive array of benefits. Explore all the benefits offered at US Benefits | Marsh McLennan. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. What we do: As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025. The Opportunity: The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change. Your responsibilities will be to: * Analyze fund financial statements and perform a detailed review of investment activity. * Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation. * Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures. * Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity. * Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements. * Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems. * Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations. * Support department-wide initiatives as assigned; escalate questions and unusual items. * Prepare investment performance materials with a meticulous focus on data accuracy and quality. Your background will include: Must-haves: * College degree (B.A., B.S. or B.B.A.). * 2-4 years working experience * Financial Services and/or private equity experience is a plus * Highly motivated and organized; detail-oriented * Excellent written and verbal communication skills * Ability to manage multiple projects simultaneously and be able to prioritize workload * Day-to-day flexibility for ad hoc projects * Proactively identify challenges and offer solutions * Must be proficient in Microsoft applications (Word, Excel, PowerPoint) Nice to haves: * Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience. * Private Markets Evergreen fund operations experience. Travel: * If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly. Benefits: At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits: Enhancing Your Physical and Emotional Health Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program. Developing Your Career Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane. Supporting Your Family & Community For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team. For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents. Safeguarding Your Financial Wellbeing Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan. We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts. Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law. If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************. Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.

Philadelphia Gas Works Looking for a challenge and ready to light up your career? The Philadelphia Gas Works (PGW) is the largest municipally-owned gas utility in the nation, supplying gas service in the City of Philadelphia to over 500,000 customers. From its humble beginnings in 1836, PGW has grown into the large, modern facility that exists today. As one of the nation's leading natural gas providers, PGW prides itself on stability and continual growth. PGW is dedicated to becoming the Greenest Natural Gas Delivery Company in the region. Make a difference in your future - Become part of the PGW Team! Manager, IT Asset Management & Finance The Manager, IT Asset Management & Finance, leads and oversees the corporate IT Asset Management program - the primary point of accountability for the life-cycle management of information technology assets throughout the organization. This role involves overseeing hardware and software acquisition, software compliance, maintenance and subscription renewals, hardware lifecycle planning, costing, budgeting and allocation. The position builds and maintains strong relationships with corporate vendors and internal stakeholders and is directly responsible for the accounting of internal enterprise hardware and licensed software assets. This includes procuring and maintaining appropriate inventory, validating asset management records throughout the life of the asset, such as ordering, receiving, stock maintenance, deployment, asset assignment, inventory, retention, reclamation, retirement, decommissioning and asset disposal. This position will also be responsible for managing the Information Services Department budget allocation process; to ensure customer departments are provided with and assigned appropriate levels of software and hardware needed to perform their duties. This Manager is responsible for designing and implementing improved operational processes and policies related to IT Asset Management (ITAM). The position conducts analyses, supports both capital and operating budgets and forecast processes to enable department operational and financial planning functions, generates appropriate reports, ensures accurate cost accounting and invoice payments while supporting other business functions in an effective and efficient manner. Responsibilities Manage the performance of the Asset Management Team to drive productivity, mitigate risk and reduce costs. Track physical technology components from acquisition through disposal. Ensure that detailed hardware and software inventory information is collected and used to make decisions about hardware and software purchases and redistribution. Develop and maintain policies, standards, processes, systems and measurements that enable the organization to manage the IT Asset Portfolio with respect to risk, cost, control, IT Governance, compliance and business performance objectives as established by the enterprise. Collaborate with Desktop, Network, Systems and Voice and Data staff to create, manage and maintain enterprise technology standards catalogue. Oversee the selection of and manages the relationship with an IT Asset Disposition vendor when assets are ready to be recycled or destroyed. Ensure that assets are properly managed after going offline to ensure they do not get lost prior to reaching the vendor. Create and implement internal self-audits to ensure software licensing compliance and physical asset security, using monthly, quarterly and annual reporting of the IT asset portfolio, updating internal controls for accuracy and efficiency. Respond to external audit and true-up requests from product manufacturers and urgently address out-of-compliance software conditions. Coordinate and manage internal and field equipment refresh process with Desktop Support and Network Services areas. Perform all maintenance renewals in accordance with organizational procurement process policies and procedures. Provide budgetary information for hardware needs along with software subscription and maintenance renewals to create and maintain interdepartmental spending allocations. Analyze departmental costs and performances using financial tools such as net present value, present value, internal rate of return and sensitivity modeling; develops detailed reports outlining expenditures, variances and recommendations for work process enhancements to improve business functions and reduce costs. Capture financial information about the hardware life cycle which aids the organization in making business decisions based on meaningful and measurable financial objectives. Work with departmental senior management to identify processes that have the potential to be changed to reduce costs and/or to improve efficiency; establishes teams to map the processes, perform cost analysis, recommend changes, develop implementation plans and assist in implementation. Liaison with appropriate departments/personnel (i.e. Legal, Operations, Procurement) to manage vendor/contractor activities related to contracts and purchase orders including but not limited to: Developing Request for Quotes and/or Proposals. Assisting in negotiating terms and conditions. Ensuring vendor and contractor costs are accurate and included in the IT Asset Management System(s). Liaison with relevant management staff, departments and vendors to troubleshoot issues within assigned functional areas related to procurement, information systems and product delivery. Manage team members, lead team meetings and maintain monthly status reports. Perform other special projects and assignments as requested. Qualifications Bachelor's degree, Business Administration or related field of study. 5-7 years' experience as an IT Asset Manager. 1 Year of experience as an Asset Manager in an enterprise environment. Must have knowledge of and experience in budgeting, spending, control and reporting Must have excellent verbal and written communications skills and ability to build long-term constructive and cooperative working relationships with co-workers, vendors, management and outside agencies. Must have organizational, planning and follow-through skills with the ability to manage multiple projects under high pressure situations. Knowledge of PGW's corporate systems and their interfaces preferred. Experience using IT Asset Management software solutions including BMC Helix Client Management and Jira Service Management. Knowledge of Accounting Software packages, preferably Oracle Financials; be proficient in the use of Microsoft Office; familiarity with MS Project and Visio a plus. An Equivalent combination of education and work experience may be acceptable in lieu of degree. We offer a strong benefit package that includes free basic health and dental insurance. PGW is proud to be an Equal Opportunity and Affirmative Action Employer, M/F/D/VAAP/EEO. Location: 800 W Montgomery Ave, Philadelphia, PA19122 While we appreciate all responses, only those who are uniquely qualified will be contacted. Local candidates will be given preference - interview expenses are not funded

Job Description Join QNB Bank as a Full Time Special Assets Manager and be at the forefront of innovative financial solutions in the heart of Quakertown, PA. This onsite position offers a unique opportunity to engage directly with borrowers, utilizing your problem-solving skills to help them navigate their financial challenges. You'll work in a dynamic team that values empathy and customer-centricity, fostering an energetic and forward-thinking environment. You will be provided great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, Competitive Salary, Paid Time Off, and Employee Stock Purchase Plan. Become a vital part of a professional team that is dedicated to creating positive outcomes and strengthening community ties. We invite you to elevate your career in a role where your impact will be significant and rewarding. Day to day as a Special Assets Manager As a new Special Assets Manager at QNB Bank, you can expect a diverse range of responsibilities that center on managing and optimizing the special asset portfolio. Your day-to-day activities will include analyzing financial data to assess risk, developing tailored strategies for clients in financial distress, and collaborating with internal departments to facilitate solutions. You will engage with clients through personal meetings and phone consultations, ensuring a strong focus on empathetic customer service. Your schedule will typically be Monday through Friday, from 8:30 a.m. to 5:00 p.m., allowing for a structured work-life balance. Does this sound like you? To excel as a Special Assets Manager at QNB Bank, several key skills are essential. First and foremost, strong analytical abilities will enable you to assess financial situations accurately and develop sound strategies for clients. Excellent problem-solving skills are crucial, allowing you to navigate complex cases effectively and to propose creative solutions that align with both client needs and the bank's objectives. Empathy and strong interpersonal communication skills will set you apart, as fostering trust and building relationships with clients facing financial difficulties is vital. Additionally, a customer-centric mindset will help you prioritize client satisfaction while maintaining the bank's integrity. Being detail-oriented will support your ability to manage diverse portfolios competently, ensuring that all aspects of each case are handled with diligence. Finally, adaptability and a forward-thinking approach will empower you to thrive in a dynamic banking environment. Ready to join our team? We believe in taking care of our team, both on and off the job. That's why we offer a mobile-friendly application process - because we know your time is valuable. If you're ready to take your management skills to the next level and join a team that values hard work and good times, complete our application today!

at CMI Media Group The Senior Analyst in Video Investment plays a pivotal role as a marketing partner within CMI Media Group. They're a valued team member, driving CMI Media Group's products and providing thought leadership in the video space. Their expertise spans various media platforms, including linear, broadcast, streaming, and digital media. The Senior Analyst is well-versed in media research and systems, adept at multitasking, and skilled in negotiating media partnerships. They leverage strong analytical and technical knowledge to identify growth opportunities for clients. Additionally, they contribute to strategic video planning and execution, covering Advanced TV, OTT/CTV, OLV/Digital Video. Familiarity with digital partners such as Disney, Hulu, Amazon, Roku and TV OEMs are essential. The Sr. Analyst should also have familiarity with programmatic offerings and dashboard experience. This role thrives in a fast-paced, ever-evolving ecosystem and has a keen interest in the Pharma and Health Sciences landscape and marketplace. Primary Responsibilities: Help support the development of holistic Video media strategies and analysis (e.g., audience and media partner selection, custom data, DSP (Demand Side Platform) and PMP (Private Market Place) recommendations, timing/scheduling strategy, creative recommendations, etc.) across all Video media including OTT/CTV, OLV/Digital Video, Advanced TV, Programmatic, Linear TV and more Collaborate and coordinate with Video Leads to build and develop comprehensive recommendations designed to deliver on client KPIs and drive performance, leveraging a sophisticated use of data and analytics, via multi-faceted, cross-channel strategic partnerships, while delivering maximum strategic value and efficiency Work closely with Media planning, Analytics and other internal teams in analyzing and overseeing Programmatic Video campaigns Implement and execute media plans across various digital video channels, ensuring accurate targeting, budget allocation, and timely delivery of campaigns Build expertise in leading Programmatic ad platforms such as The Trade Desk and Pulsepoint, and share that knowledge with internal teams and customers Ensure all Video campaigns are meeting or exceeding campaign delivery, reach, and performance goals by ongoing campaign stewardship and optimization across multiple accounts and brands In partnership with team lead, monitor campaign performance, and own client reporting for assigned tactics in coordination with the analytics team Tackle problems by using a logical, systematic, sequential approach. Makes difficult decisions in a timely manner. Capable of identifying common problems or hurdles within the Video environment and delivering thoughtful, creative resolutions backed by analytics. Keep up to date with industry trends, emerging technologies, and best practices in digital video, and proactively share insights and recommendations with the teams to enhance campaign effectiveness and innovation Accountable for video plan output timeliness, accuracy, and executional excellence Implement successful Programmatic Video plans using DSPs such as Trade Desk, PulsePoint, AdMission, and others Stay abreast of new tools, ad formats, trends and best practices in Video and Programmatic through research and/or industry events and conferences Support aggregate negotiations across appropriate channels Assist Thought Leadership efforts by authoring and reviewing Video related POVs, Case Studies, and insights based on industry updates, trends, and finding Requirements: 3+ years relevant experience including 2+ years Digital media required Expertise in the Video publisher, platform, and audience supplier ecosystem Advanced TV, Digital Video, and Connected TV media buying experience required with proven solid technical and negotiating skills Solid knowledge of National Linear broadcast media experience and Programmatic buying platforms such as the Trade Desk, Google DV360, or others Trade Desk, DV360, or other DSP certification a plus Strong digital acumen and project management skills Familiarity with programmatic offerings and dashboard experience Detailed awareness of client business issues, industry trends, consumer trends, promotional resources, market status, and competition Healthcare/Pharmaceutical background a plus Bachelor's degree or equivalent, preferably in marketing, business or any quantitative or analytical related fields is a plus The base salary for this position at the time of this posting may range from $50k to $90k. Individual compensation varies based on job related factors, including business needs, experience, level of responsibility and qualifications. We offer a competitive benefits package, please visit ************************************************************** for more details.

* The Portfolio Manager III requires specialized depth and breadth of expertise in exercising sound judgement in credit and risk administration through continuous credit monitoring to identify emerging credit risk in a timely manner. Analyzes financial information for a complex portfolio, including IRE and C&I credits, with limited to reasonable involvement from the Relationship Manager. Ensures all Service Level Agreements, regulatory compliance requirements, and Bank's credit risk profiles are monitored and maintained. Prepares credit memorandums and has extensive knowledge of credit policies with the ability to apply them to a variety of situations. Exhibits understanding of complex organizational structures, documentation, covenant definitions and/or collateral structures, while effectively tracking and monitoring financial reporting and covenant requirements. Provides loan and/or risk rating recommendations based on a review of all underwriting criteria for final approval. The position requires independent decision making within the guidelines of commercial credit risk and practices with minimal management oversight. Exercises adherence to FTB's internal portfolio and underwriting processes, including timely and accurate data entry to Vikar (underwriting platform) and/or other centralized systems, as well as maintaining high quality file documentation in a paperless environment. JOB DUTIES AND RESPONSIBILITIES: Facilitate the credit needs of customers by underwriting new requests and renewals/modifications from preliminary discussions (preflight) through approval and the life of the loan. Proactive partner with the relationship manager and be intimately involved throughout the deal process and beyond. Responsible for timely preparation of credit memorandums for a portfolio consisting primarily of investment reals estate (commercial and residential). Credit memos will include, but are not limited to repayment analysis, financial condition, guarantor analysis, collateral analysis, risks/mitigant, borrower background, etc., and recommendation. Strong expertise in investment real estate transactions is a must. The portfolio will also include C&I credit. Responsible for protecting and preserving the integrity of an individual and team portfolio by ensuring, among other responsibilities, that loans are addressed prior to their maturity date and risk reviews are performed in a timely manner while accurately accessing/managing risk in the portfolio via the annual review process. Ensure all Service Level Agreements, regulatory compliance requirements (CRA, HMDA, etc.), and Bank's credit risk profiles and profitability are monitored and maintained. Analyzes relationships/new deal requests with limited involvement from the Relationship Manager. Willingly and immediately escalate any concerning information to the credit manager and credit officer. Possesses conceptual and practical knowledge of credit policies with the ability to apply them to a variety of situations. Exhibits a thorough understanding of organizational structures, documentation (search, loan documents, appraisals, etc.), covenants and/or collateral structures. Effectively tracks and monitors financial reporting and covenant compliance requirements, prior to due date. Uses best practices to provide loan recommendations based on a review of all underwriting criteria for final approval. Exercises adherence to internal portfolio/underwriting processes including timely and accurate data entry to Vikar and/or other centralized systems, as well as maintaining high quality file documentation in a paperless environment. Acts as a resource for new colleagues with less experience and may be a part of less complex projects. PHYSICAL AND SENSORY REQUIREMENTS: Prolonged periods sitting at a desk and working on a computer. The employee may be required to lift files/materials up to 20 pounds to take to various locations. The incumbent will be expected to operate a computer terminal. EDUCATION, TRAINING AND EXPERIENCE: Bachelor's degree in Accounting, Finance, Economics, or related fields preferred. Three (3) to Five (5) years' experience in underwriting and portfolio management (with a focus on investment real estate transactions). Must be well versed in defining/testing covenants and analyzing tax returns, rent rolls, leases, appraisals (commercial and residential). C&I credit experience is a plus. Exhibits a deep knowledge of loan structuring, and credit policies and procedures, with previous experience assisting with, or preparing, term sheets for discussion. Detail oriented with strong interpersonal and oral/written communication skills. The candidate will be expected to be a driving force in conversations with the relationship managers and credit officers to ensure that all required items are received in a timely manner and the deal is underwritten fully and correctly prior to submission for review. Comfortable presenting. The ability to multitask and independently manage their personal workflow with limited oversight Displays the ability to make sound decisions in a timely manner, escalating only when necessary. Must be self-motivated. Knowledge of software/systems required to successfully perform job function. Proficiency in Excel, Salesforce and other operational systems is a must.

Reports to the Senior Financial Reporting Manager With continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and development opportunities combined with progression. What you'll be doing Preparation and review of quarterly financial statements to investors of the Fund, in accordance with US GAAP (and at times IFRS and UK/Lux GAAP). Oversee and review the preparation and distribution of quarterly investor capital statements to investors. Review the preparation of schedules to support the general ledger balances reported in the quarterly financial statements. Oversee and review the preparation and distribution of capital call notices to investors. Prepare and review distribution notices to investors. Client relationship management including responding to client requests. Calculate and review complex waterfall structures and associated carried interest. Calculate management fees owed to the management Company for investment and portfolio management services provided to the Fund. Liaise with client auditors and tax preparers, providing them with reports/support to assist them during the year end audit. Complete audit confirmations to satisfy procedures performed for the audits of investors or the Fund. Provide direct line management to the team, offering guidance and coaching, including regular training support as needed. Responsible for the appraisal process and performance management of a small team. Supporting projects to improve process efficiencies and internal controls. Collaborating with internal support teams on testing of new system functionality or reports. What we're looking for 7+ years experience in Fund Accounting or Audit, ideally in the alternative funds sector (either in-house with a fund manager or a fund administrator) Private Equity specific knowledge/experience is required Minimum of a Bachelor's Degree in Accounting or related field Prior experience supporting the lead on client relationship(s) Experience of onboarding new clients and/or funds would be advantageous CPA certification is highly desirable Sound technical knowledge of US GAAP and reporting required for the alternative funds sectors Demonstrable professional interpersonal skills are required to develop strong working relationships with colleagues and clients Previous experience of leading a team, developing and mentoring staff Excellent collaboration skills and passionate team player with a curious approach Ability to work in a fast-paced environment and manage multiple priorities and deadlines Experience of using Yardi, eFront or Investran is advantageous Proficiency in Microsoft Office Suite is essential We will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do. It is the policy of Aztec Fund Administration LLC to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law and see employee diversity as a key contributor to Company success.

Media, Pennsylvania, United States of America **Hours:** 40 **Pay Details:** $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Teller Manager leads a team of service colleagues promoting a positive customer and colleague experience and provides day-to-day team leadership, and work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining compliance and regulatory guidelines. The role will lead, coach and develop colleagues toward achieving overall store results to include operational excellence, store advice and referral goals, and personal development objectives. **Depth & Scope:** + Leads and supports a team of service colleagues in achievement of a positive customer and colleague experience and provides day-to-day team leadership, work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining operational compliance in store cash controls and procedures as well as regulatory guidelines + Leads all activities related to the Teller line from Operations to sales and servicing; including Teller Coaching and performing effective lobby leadership + Leads a team in completing day-to-day processes/transactions/activities, involving multiple steps and systems + Requires knowledge and understanding of a range of products and services, processes and systems in a set of focus areas, where transactions could be characterized by low to moderate risk + Responsible for Vault Management, including the auditing, reporting, and balancing of the Store Currency and transactions. Manages the Store currency levels, tracks currency shipments and deliveries. + Requires process management knowledge and a good understanding of the business and operational function areas supported as they lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and colleague safety + Engages Customers, assesses needs, responds by providing service(s) or guidance + Closely monitors workflows, prioritizing tasks and delegating duties and responsibilities and work focus time horizon is generally short term + Coaches Teller team on financial transactions, customer experience, effective referral opportunities + Plans, organizes and coordinates the activities for own area and resolves operational issues + Manages team requiring workforce to decision on acceptable level of risk - specifically low risk potential (loss/reputational) transactions and/or requests + Provides decision making authority of issues managed generally limited to non-standard issues or exceptions + Provides leadership on day to-day issues on the Teller line, determining the most appropriate course of action for resolution, or escalates as required + Leads by example and coaches Teller team on achieving individual performance metrics + Partners with Store Leadership to achieve both store and individual performance metrics + Ensures accurate use of all equipment by staff **Education & Experience:** + Undergraduate degree preferred and/or + 2+ years of relevant experience + Excellent organization, interpersonal and communication skills + Sound judgment in decision making and problem solving + Demonstrated knowledge of Banking Compliance Regulations **Customer Accountabilities:** + Shared accountability with Store Leaders for Lobby Leadership + Acts as a contributor in achieving an overall Legendary Customer experience in the Store + Leads, coaches, and proactively models exceptional service at every customer interaction in the lobby and on the frontline + Responsible for maintaining optimal colleague scheduling to ensure customer demands and compliance requirements are met + Supports and coaches frontline colleagues on effective customer complaint resolution + Assists with maintaining a professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements + Leads the execution of the Store LEI plan/objectives; supports the execution of the Store advice plan/objectives + Leads and coaches frontline team on advice giving strategies and overall product and services acumen + Leads and coaches on advice delivery to improve the customer experience and overall profitability of the Bank + Works collaboratively with TD Partners to ensure all Customers are serviced in the channel best suited to their needs + Ownership/oversight of simple to complex daily Store administrative duties + Decisions more advanced teller transactions as well as processes teller transactions that range from routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures **Shareholder Accountabilities:** + Manages the service team promoting a positive customer and colleague experience + Leads and develops a team of service colleagues, provides coaching on delivering effective customer service, product, advice conversations and/or advice-giving service; supports service and advice strategies and tactics to improve the overall customer experience + Responsible for cash control of the store. Leads and enforces proper cash control procedures to bolster security and eliminate fraud and cash loss + Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and resolution where necessary; empowers senior service team to act as a point of escalation for customer concerns, and takes personal ownership when concerns cannot be managed at junior levels + Contributes to the execution and achievement of the team and the Store's customer experience targets by coaching/modeling appropriate attributes and behaviors + May assist Regional Operational Officers in audits and various operational reviews **Employee/Team Accountabilities:** + Leads and supports a high performing team; provides ongoing feedback, coaching and input on performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues + Contributes to the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner + Ensures colleagues are in compliance with all Regulatory and AMCB policies, procedures and guidelines of conduct (regarding customer interactions, products and services, etc.) + Manages colleagues in compliance of all policies, procedures and guidelines + Supports, mentors and coaches team members in their professional development + Creates and fosters a cohesive team and promotes a strong colleague experience + Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams + Onboards team members to ensure a positive experience and proficiency in role + Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes + Participates in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives + Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives + Acts as a brand champion for your business area/function and the bank, both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Occasional Standing - Continuous Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Job Description About Us At Quaker Houghton, we are experts in the development, production and application of industrial process fluids, lubricants and coatings for the manufacturing industry. We have been an integral part in the growth of the world's largest industrial and manufacturing companies from aerospace and automotive to primary metal and energy. Today, we have a global presence, with our corporate headquarters located in Conshohocken, PA. Quaker Houghton is a global publicly traded company with a unique collaborative culture that supports career growth for its associates and offers competitive compensation and benefit programs. Job Summary Reporting directly to the VP, Investor Relations & Assistant Corporate Treasurer, the Investor Relations Manager will play a pivotal role in shaping and executing the Company's investor relations, financial communications, and treasury strategy. This individual will serve as a trusted advisor to senior leadership, driving proactive engagement with investors and analysts, and ensuring the Company effectively communicates its financial strategy, performance, and long-term value creation priorities to key stakeholders. Key Responsibilities Investor Relations Prepare quarterly earnings materials, including press releases, earnings call scripts, Q&A documents, and investor presentations, ensuring clear and compelling messaging. Partner with Finance, FP&A, and commercial teams to evaluate performance, and align financial messaging with strategy. Drive the preparation of executive and Board of Directors updates on capital markets activities, shareholder engagement, and investor sentiment. Partner with the Head of IR to coordinate, manage and engage institutional investors and sell-side analysts, fostering strong relationships and representing the Company's strategy, performance, and outlook. Monitor and analyze sell-side research, analyst financial models, and peer company disclosures to provide actionable insights to leadership. Develop and maintain competitive intelligence through peer benchmarking, industry trend analysis, and valuation studies to inform corporate strategy and messaging. Ensure compliance with disclosure best practices and SEC/Reg. FD requirements. Oversee planning and execution of key investor events, including Investor Day, non-deal roadshows, and industry conferences. Treasury & Global Risk Management Support the development of capital allocation frameworks, financing strategies, and long-term financial planning models. Prepare executive Board-level materials related to capital markets activity, capital structures, and financial strategy. Monitor capital structure, and debt/equity markets to identify risks and opportunities. Provide analytical and strategic support for debt and equity capital markets activities. Contribute to broader treasury initiatives, including capital markets, insurance, risk management, and other related areas. Qualifications Bachelor's degree required; MBA, CFA, or CPA strongly preferred. 5 years of progressive experience in investor relations, equity research, corporate finance, or related fields. Exceptional financial modeling, valuation, and analytical skills with a proven ability to synthesize complex data into strategic insights. Outstanding written and verbal communication skills with experience developing materials for senior executives, Boards of Directors, and external stakeholders. Strong interpersonal skills with demonstrated ability to engage credibly with institutional investors, analysts, and senior leadership. Strategic thinker who operates effectively in fast-paced, dynamic environments. Results-oriented with a high degree of accountability, professionalism, and integrity. Travel requirement: What's In It for You Competitive pay programs with excellent career growth trajectory Paid time off for volunteerism Dress for your day; how you dress is determined by what your day may bring Opportunity to participate in comprehensive benefit options including Medical, Dental, Vision, Parental Leave, Holiday Pay, Paid Time Off, Tuition Reimbursement, and Savings Plan Work for a global leader in the industrial process fluids industry Quaker Houghton provides equal employment opportunity for all qualified candidates. Quaker Houghton does not discriminate against any candidate for employment based on race, color, religion, sex, gender, gender identity or expression, affectional or sexual orientation, pregnancy, age, creed, ancestry, national origin, citizenship, marital or domestic partnership or civil union status, veteran's status, physical/mental disability, genetic information, or any other category protected by U.S federal, state, and/or local employment law. Furthermore, Quaker Houghton is committed to providing reasonable accommodations to qualified candidates with physical and/or mental disabilities.

Department: Credit The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. Primary Functions of the Position: * Underwrites requests for credit extensions to new and existing clients * Performs detailed financial analysis primarily for Commercial & Industrial lending opportunities * Prepares the following for presentation to Senior Loan Committee by the relationship managers: * Credit Approval Requests (CAR) * Modifications * Covenant Waivers / Amendments * Periodic Reviews * Manages / monitors assigned portfolio for: * Borrower Credit Trend * Accurate and Timely Risk Rating * Required Financial Reporting * Covenant Compliance * Borrowing Base Availability * Payment Delinquencies * Overdrafts * Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval when they occur * Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements contained in the loan documents * Prepares periodic financial reviews where required * Ensures the timely spreading of interim and annual financial statements provided by clients * Accompanies the relationship manager on prospect / client calls when appropriate Education and Experience Requirements: * Bachelor's Degree in Accounting, Finance, or related field; MBA preferred * Minimum 5 years of credit analysis and underwriting experience * Completion of bank commercial credit training program Essential Skills and Abilities: * Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process * Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition and projections * Excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction * Strong written and verbal communication skills * Strong presentation skills * Ability to work independently and within a team * Proficient in various spreadsheet applications, including the use of graphs, charts and Moody's financial analysis software APPLY NOW TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.