Portfolio manager jobs in Alabama - 284 jobs

A leading behavioral healthcare organization is seeking a highly skilled Risk Manager to oversee risk, safety, and compliance operations at its Warrior, AL facility. The ideal candidate will have experience in behavioral health settings, ideally detox and addiction experience as well. This role is central to ensuring the facility maintains the highest standards of regulatory compliance, patient safety, and accreditation readiness-particularly regarding Joint Commission requirements. The Manager will work closely with organizational leadership to lead investigations, evaluate critical events, implement corrective action plans, and foster a culture of safety and continuous improvement throughout the facility. Required Qualifications Bachelor's degree in Risk Management, Business, Healthcare Administration, or a related field Minimum of 5 years' experience in healthcare risk management, with behavioral health experience strongly preferred Experience in detox or substance-use treatment programs is a bonus At least 1 year of supervisory or management experience Familiarity with Joint Commission standards, federal and state regulations, and accreditation requirements Demonstrated ability to maintain professionalism when interacting with clients, families, and staff Strong attention to detail and the ability to remain alert in a safety-sensitive environment Must pass a criminal background check and drug screen. Solid understanding of healthcare compliance, and other privacy regulations Ability to remain calm and composed during crises, critical incidents, or stressful situations Preferred Qualifications Master's degree in Healthcare Administration, Nursing, Public Health, or a related field Hands-on experience supporting Joint Commission audits, surveys, or accreditation preparation Key Responsibilities Lead risk management functions tailored to behavioral health and addiction treatment operations Partner with leadership to identify, assess, and resolve safety and risk concerns within the Warrior facility Provide training and guidance to staff on risk policies, incident reporting, and compliance expectations Ensure compliance with all legal, regulatory, and accreditation requirements, including Joint Commission standards Oversee the review and documentation of sentinel events and critical incidents; guide root cause analysis efforts Maintain comprehensive documentation in risk management systems Participate in compliance investigations and assist with follow-up and corrective action plans Provide safety and risk data to performance improvement teams to inform systemwide enhancements Monitor trends and proactively recommend interventions to reduce liability and strengthen patient safety Perform additional duties as assigned

The Branch Experience Manager at the SAMC Branch will guide, oversee, train, and evaluate the performance of branch staff and solve problems within established policies and guidelines. In this position, the employee will utilize service skills to deliver a delightful member and staff experience. Functions and Responsibilities: Manage branch staff including coaching, performance, and development. Coach, train, and hold staff accountable for using Avadian's Sales Flow Model. Ensure staff maintains a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures. Provide consistent communication to staff regarding 90-day action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities. Assess staff members in order to evaluate training comprehension, sales flow model confidence, and operational efficiencies. Ensure all staff has a thorough knowledge of Avadian's client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports. Work with management to develop, communicate, and implement branch sales goals and directives while maintaining a delightful branch experience. Monitor branch financial performance. Work on weekends and serve in a relief capacity at other branches when needed. Continuously recruit for future staff. Actively learn, demonstrate, and foster the Avadian WHY statement in all actions and words. Represent and promote Avadian in the communities we serve. Perform other duties as assigned. Requirements Significant financial service and sales experience is required. Must be proactive in maintaining member satisfaction and meeting member needs. Must demonstrate the ability to work under a sales goal or sales quota system, and to meet branch sales objectives Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism. Must work on weekends and serve in a relief capacity at other branches when needed. Experience: Minimum three years of similar or related experience preferred. Education: (1) College degree in business administration or related field preferred; or (2) high school diploma with extensive managerial experience at a financial institution. ------------------------------------ Please note - submitting a resume does not guarantee any future action by Avadian Credit Union. Avadian Credit Union is an Equal Opportunity Employer. Apply Avadian Credit Union - South Alabama Branches Jobs View All Jobs

The Defense Sensors business area at Leidos has an opening for a Branch Portfolio Manager within the Integrated RF Systems group, located in Huntsville, AL. This is an exciting opportunity to apply your leadership and technical expertise to the operation and sustainment of advanced RF systems that deliver critical mission information to our customers. Primary Responsibilities: The Branch Portfolio Manager is responsible for applying sound engineering principles to business execution and program delivery. Key responsibilities include: Leading, organizing, and directing engineering staff to meet objectives for system design, new product development, and enhancements to existing designs Overseeing design concepts, fundamental technologies, and technical approaches for new and existing RF systems Developing engineering requirements, resource estimates, and inputs to design proposals to support new market opportunities Managing a large team of experienced professionals who operate with significant autonomy and technical independence Providing leadership across hiring, performance management, promotion, and rewards within the branch, in coordination with senior management For the assigned portfolio of programs, the successful candidate will be responsible for planning, organizing, and managing resources to ensure successful program execution. This includes: Ensuring programs are delivered within defined scope, schedule, and budget constraints Maintaining overall program ownership, including profit and loss (P&L) responsibility Interfacing with task leads, functional managers, subcontractors, suppliers, and support personnel Driving program performance through effective planning, execution, risk management, and corrective action Basic Qualifications: Bachelor's degree with 8+ years of relevant experience, or Master's degree with 6+ years of relevant experience 4+ years of experience leading or supervising technical teams or engineering projects Active DoD Top Secret clearance (U.S. Citizenship required) Working knowledge of RF systems and data processing technologies Strong leadership, communication, and interpersonal skills, with the ability to interface effectively with senior leadership, customers, and technical teams Experience supporting new business development, including RFIs, BOEs, and proposal approvals Ability to negotiate Statements of Work (SOWs), terms and conditions, and pricing with customers and partners Proven experience developing and managing detailed program plans, schedules, and budgets Experience mentoring and developing program managers and technical staff Ability to coordinate with subcontractors and suppliers to ensure on-time, compliant delivery Demonstrated capability to staff programs appropriately to execute scope on time and within budget Preferred Qualifications: Bachelor's degree in a STEM discipline Top Secret/SCI Polygraph clearance If you're looking for comfort, keep scrolling. At Leidos, we outthink, outbuild, and outpace the status quo - because the mission demands it. We're not hiring followers. We're recruiting the ones who disrupt, provoke, and refuse to fail. Step 10 is ancient history. We're already at step 30 - and moving faster than anyone else dares. Original Posting:January 15, 2026 For U.S. Positions: While subject to change based on business needs, Leidos reasonably anticipates that this job requisition will remain open for at least 3 days with an anticipated close date of no earlier than 3 days after the original posting date as listed above. Pay Range:Pay Range $131,300.00 - $237,350.00 The Leidos pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. Under the supervision and direction of the Group Portfolio Manager or Market Leadership, the PM assesses risk by evaluating, designing and overseeing aspects of the portfolio construction, and assists in driving profitability by performing financial and credit analysis; contributes to client relationships in conjunction with the RM. Essential Duties and Responsibilities: * Review documents for pre- and post-closing including the submission of pre-requisite and recurring credit source documentation to the bank's imaging system. * Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being met. * Analyze credit requests and perform financial statement analysis utilizing the bank's standardized analysis tools. * Monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, etc. * Partner with market leadership, Regional Presidents and Regional Credit Officers in support of the RMs to promote client portfolio growth and strong asset quality. * Monitor past due information and future maturities, alerting the RMs as needed. * Perform the analysis of key financial metrics for input in commercial loan risk rating matrices to ensure accurate stratification of the bank's commercial loan grading portfolio. * Demonstrate an understanding of financial spreads, modeling and monitoring. * Perform research to maintain current knowledge of industry trends, economic trends and regulatory impacts on borrowers that may affect the ability to repay a loan in their respective portfolio. * May assist in the preparation of pitch books for prospective clients. * May participate in, or independently execute, the sales process as part of a well-functioning team with the Relationship Manager and/or Relationship Manager Associate. * Attend meetings and represent the PM and/or RM teams as needed. * Function as part of the RM team as a capable secondary point of contact for commercial clients. * Provide consistent, distinctive service to all clients when delivering the FirstBank service experience. * Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols. * Provide independent analysis of credit requests and provide an effective challenge in loan approval and grading utilizing credit policy. * Ensure source documentation and credit analysis are accurate and timely supported. * Possess a sound knowledge of credit policy and its application to credit requests * Regular and reliable attendance. * Perform other duties as assigned. Qualifications: Education and/or Experience: * Bachelor's degree in finance or similar field preferred * Experience in banking specifically loan operations, lending or credit Skills and Abilities: * Strong verbal and written communications; one-on-one and in team environments * Ability to allocate time effectively and independently to prioritize timelines * Strong personal organizational and time management skills * Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information * Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity

Commercial Portfolio Manager -Birmingham, AL FinTrust Connect has partnered with a community-focused regional banking institution to identify a skilled Commercial Portfolio Manager. This role supports a growing credit team focused on commercial and CRE portfolios, providing underwriting, portfolio management, and client service expertise. You'll play a critical part in structuring deals, assessing credit risk, and ensuring seamless loan servicing alongside Relationship Managers. Why this opportunity? Culture: Relationship-driven, growth-minded, and compliance-oriented Workplace: Hybrid (2 days in office / 3 days at home) in Birmingham, AL Function: Partner with Relationship Managers to underwrite, structure, and service commercial loans and deposits while ensuring regulatory and policy compliance Requirements: 4-6 years of experience in credit analysis or commercial banking Bachelor's degree in Finance, Accounting, Business, or related field In-depth knowledge of federal and state lending regulations Proficiency in Microsoft Excel and Word Experience with middle market underwriting and portfolio management Familiarity with commercial loan structuring and documentation Description: Analyze financial statements and prepare credit memos for new and renewed commercial loan requests Partner with Relationship Managers on client calls and credit presentations Support portfolio management through covenant tracking, annual reviews, and compliance monitoring Ensure accurate loan grading and recommend updates based on risk changes Work with internal partners including Credit Administration, Loan Ops, and Legal to ensure documentation and compliance Use specialized tools (e.g., CRE analysis platforms) to evaluate complex transactions Monitor documentation exceptions and support audit readiness Stay informed of industry trends, regulatory updates, and internal policy changes

Position is responsible to develop and manage commercial loan accounts that meet established lending requirements and maximize profitability to the bank with minimal risk. Responsibilities Responsible for loan and deposit growth through customer portfolio and other proactive measures to grow market share Strong understanding of credit, commercial products, and financial statement analysis to offer beneficial banking solutions Manage an existing portfolio and seek opportunities to generate incremental revenue for the bank and meet customer financial goals Engage with customers on a regular basis to enhance the trusted advisor relationship, ensure business needs are being met, provide high level of customer service, and create cross sell opportunities for other product lines Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Practice business development skills through the practical application of performing business calls to customers and prospective customers in order to gain further experience in outside loan production and negotiations and support achievement of new business goals Maintains professional community relations and involvement to increase the bank's visibility and new business opportunities, and to further personal development Compliance with established policies and procedures for commercial lending and follow appropriate controls to prudent behavior which is in compliance with the bank's risk appetite including loan and credit quality Ensure portfolio is prudent and the non-performing loan ratio is within the acceptable risk tolerance limits Perform additional duties as assigned. Qualifications Bachelor's degree in business/finance associated major, or relevant job experience Minimum of three years of proven and progressive commercial lending/credit experience or equivalent Experience with commercial lending risk analysis Developed an understanding of lending and credit approval process as well as pertinent bank policies and external regulations Practical working knowledge of sales principles Prior experience with products and services offered by financial services institutions Effective oral and written communication skills Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment Ability to work accurately with close attention to details Proven ability to build and maintain relationships Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Job Description Whitman Partners is the #1 market leader for search, placement, and consulting for Directors of Surgical Services in hospitals and surgery centers nationwide. Whitman Partners is unique for a search firm-we are also thought-leaders and passionate developers of tools and resources for our clients and community. The Role The Portfolio Manager works closely with Client Partners to assist in client development and candidate placement in hospitals and surgery centers across the nation. This person is the heartbeat of our recruiting team. They will have high visibility with the candidates we recruit by executing on key recruitment lifecycle milestones and helping shape the culture & nature of our work. The Opportunity Whitman Partners is an award winning search firm that is the market leader for search & placement of Hospital and/or Surgery Center Directors of Surgical Services. This position is a gateway into a variety of avenues for a long-term career with the company that carry supreme financial incentives and unprecedented job security. There are countless success stories within our walls, will you be the next? A Day in the Life While no two days are ever the same for the Portfolio Manager, this position carries a variety of tasks and activities crucial to making successful permanent placements within our retained clients' roster. This involves sourcing new candidates from the marketplace, managing a portfolio of firm candidates, and acting as point person--start-to-finish--for multiple, simultaneous nationwide searches. If the following is true about you, we'd love to chat Experience in internal recruiting or agency recruiting. You're an “Outside of the box” thinker & problem solver. You never have trouble striking up a conversation with a stranger. You are naturally curious and able to find solutions without relying on someone to stand over your shoulder. You are self motivated. You know your way around a PC and Microsoft Office. Benefits Base salary of $50k-$75k depending on experience with additional performance bonuses. We offer a competitive healthcare and benefits packaged with flexibility to put your family first at all times. We provide tools of the trade, a collaborative team and clear career progression. Whitman Partners is a Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

Job Description At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will: Conduct financial analysis of credit for new and existing clients and prospects Generate spreads, term sheets, and other information for loan requests and conduct underwriting Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay Build profiles and loan requests in nCino for approval Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc. Generate reports to determine past or current maturities that are not yet cleared and request any necessary information Prepare memos outlining financial information for approvals from the appropriate parties Track maturity for renewals monthly Be actively involved in understanding documentation and closing process Attend sales appointments with Officers as requested Work on term sheets / commitment letters as directed by supervisors Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc. Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS Bachelor's degree in Finance, Accounting or a related field 5-10 years' experience preferred Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task RMA and/or Moody training is a plus PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Credit Products Commercial Portfolio Manager is a client-facing role and responsible for independently leading all aspects of the entire commercial credit process both internally and externally with prospects and clients. The Portfolio Manager partners closely with Regions' relationship managers to execute on the Bank's commercial loan origination strategy by working directly with Regions' prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs. Primary Responsibilities Executes on the Bank's commercial loan origination strategy by working directly with Regions' prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs Underwrites, structures, and documents prospect and client transactions above a designated threshold, generally the most complex and largest of client relationships and circumstances Manages the assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and developing remediation and underwriting on a timely basis Ensures all credit process metrics are within prescribed tolerances Maintains accountability for the risk evaluation and associated compliance requirements as defined in respective roles and responsibility matrix for AML, CRA/HMDA, Reg B, and other regulatory/compliance requirements within assigned portfolio and for prospects Reviews interim new money requests for relationships managed up to a defined limit This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. Requirements Bachelor's degree in Finance, Accounting or a related field Three (3) years of experience in commercial underwriting Subject Matter Expert-level understanding of accounting and finance, financial statement and cash flow analysis Preferences Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience) Skills and Competencies Ability to work collaboratively with multiple stakeholders Strong analytical and problem solving skills Strong verbal and written communication skills Well organized, detail-oriented, and ability to multi-task Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $75,005.70 USD Median: $95,690.00 USD Incentive Pay Plans: This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsRegions CenterLocation:Birmingham, Alabama Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. Under the supervision and direction of the Group Portfolio Manager or Market Leadership, the PM assesses risk by evaluating, designing and overseeing aspects of the portfolio construction, and assists in driving profitability by performing financial and credit analysis; contributes to client relationships in conjunction with the RM. Essential Duties and Responsibilities: Review documents for pre- and post-closing including the submission of pre-requisite and recurring credit source documentation to the bank's imaging system. Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being met. Analyze credit requests and perform financial statement analysis utilizing the bank's standardized analysis tools. Monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, etc. Partner with market leadership, Regional Presidents and Regional Credit Officers in support of the RMs to promote client portfolio growth and strong asset quality. Monitor past due information and future maturities, alerting the RMs as needed. Perform the analysis of key financial metrics for input in commercial loan risk rating matrices to ensure accurate stratification of the bank's commercial loan grading portfolio. Demonstrate an understanding of financial spreads, modeling and monitoring. Perform research to maintain current knowledge of industry trends, economic trends and regulatory impacts on borrowers that may affect the ability to repay a loan in their respective portfolio. May assist in the preparation of pitch books for prospective clients. May participate in, or independently execute, the sales process as part of a well-functioning team with the Relationship Manager and/or Relationship Manager Associate. Attend meetings and represent the PM and/or RM teams as needed. Function as part of the RM team as a capable secondary point of contact for commercial clients. Provide consistent, distinctive service to all clients when delivering the FirstBank service experience. Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols. Provide independent analysis of credit requests and provide an effective challenge in loan approval and grading utilizing credit policy. Ensure source documentation and credit analysis are accurate and timely supported. Possess a sound knowledge of credit policy and its application to credit requests Regular and reliable attendance. Perform other duties as assigned. Qualifications: Education and/or Experience: Bachelor's degree in finance or similar field preferred Experience in banking specifically loan operations, lending or credit Skills and Abilities: Strong verbal and written communications; one-on-one and in team environments Ability to allocate time effectively and independently to prioritize timelines Strong personal organizational and time management skills Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.

We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Assists with the day-to-day management of relationships with TSRE less than $5MM as the first line of defense for the Community Bank's credit risk organization and assisting with the renewal process, including collecting information need for the renewal and proper loan structuring; providing ongoing credit servicing; portfolio monitoring; and problem loan identification within the Synovus risk framework. Assists Community Banking partners with the day-to-day management of existing commercial customer portfolios to include monitoring existing credits for issues or concerns, performing financial calculations to support ongoing risk management, facilitating the credit renewal process, and assisting with new credit requests. Serves as an additional or primary point of customer contact, maintaining a high level of responsiveness for existing credit facilities. Job Duties and Responsibilities * Responsible for the ongoing credit servicing, portfolio management, problem loan identification, and remediation activities within the Community Bank for relationships with TSRE less than $5MM. Manages the renewal process in order to assist bankers. Assesses credit issues, performance and industry trends, appropriateness of structural terms and conditions and provides recommendations to improve structure and mitigate risks for renewals. Works closely with the Senior Manager to ensure proper implementation of policies, procedures, strategies, and process changes * Monitors existing credit on a daily basis for issues or concerns and conducts monthly, quarterly, and annual credit reviews as required. * Reviews status of current accounts to include, but not limited to, past due accounts, maturities, and renewals. Notifies community banker on these matters and interacts with the customer where necessary. * Performs ongoing reviews of client performance, including industry research and peer comparisons, and initiates discussions with community bankers to ensure customers' positive operating performance and ability to meet their obligations. Notifies community bankers immediately of any deterioration in operating performance. * Supports community bankers in working with large and/or complex Community Banking customers to handle existing and proposed credit requests, providing a high level of customer service support, with an emphasis on obtaining and retaining high income customers. * Works with community banker associates to develop an assessment of client, competitor and industry risks and trends. Requires complete in-depth analysis of financial data and other information provided by the client, and supplemental analysis with research and evaluations from a wide variety of sources . * Works with community bankers, agent bank officers, and bank attorney on the loan documentation and closing process for new large, complex credit facilities. Interfaces with the administration operations officer on the booking of new deals, setting up appropriate loan monitoring procedures, and ensuring proper set up on the loan systems for accurate ongoing monitoring. * Ensures all transactions and processing are in compliance with regulatory and company guidelines, policies and procedures. * Conducts review and maintenance of monitoring reports and uploading of pertinent approval documentation to ensure that loan information is in place to facilitate internal loan and regulatory review. * Assists in cross selling efforts and performs special projects related to individual portfolio dynamics or projects for the department manager. * Assists in the training and development of Community Banker Associate team members, and provides guidance and counsel to Community Portfolio Managers I as part of their ongoing growth. * Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. * Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an equal opportunity employer committed to fostering an inclusive work environment. Minimum Education: * Bachelor's Degree in Finance, Accounting, Business Administration or related discipline, or an equivalent combination of education and experience Minimum Experience: * Two (2) years experience as a Portfolio Manager I, or three (3) years of credit analysis or commercial banking experience Required Knowledge, Skills, & Abilities: * Proficient with Microsoft Word, Excel, and PowerPoint, including Excel modeling and Moody's statement models * Strong oral and written communication skills * Strong customer service skills * Ability to understand the core competencies of a business and recognize deviation from those principals * Strong organizational skills * Ability to gather information and provide appropriate solutions * Ability to communicate effectively with potential, new, and established client groups * Ability to work in a group environment with a number of different individuals, both senior and junior * Ability to create, build, and maintain effective and mutually beneficial business relationships with key commercial clients * Ability to maintain confidentiality of secured information * Ability to work in a competing and demanding market * Ability to work in a goal focused team environment

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include * Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. * Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. * Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. * Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. * Leads commercial portfolio management meetings, including Asset Quality Meetings. * Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Portfolio Management Responsibilities Include: * Leads the analysis, underwriting, origination, and portfolio management of loans. * Utilizes loan structuring, risk identification, and risk mitigation skills. * Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. * Manages complex relationships with ability to understand cash flow and repayment sources. * Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. * Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. * Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include * Minimum 6 years of corporate or commercial underwriting and portfolio management experience. * Bachelor's degree in business, finance or related field required. * Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. * Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. * Very strong credit, analytical, organizational, and communication skills. * Manage and coach a team with varying degree of skillsets and backgrounds. * Ability to become the expert leader in regulatory matters and bank commercial loan policy. * Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Asset Manager - Birmingham, AL At Emerald City Associates, we exist to create value in the lives of our tenants, employees, and investors by making a meaningful impact on the communities in which we serve. Headquartered in Raleigh, NC - Emerald City Associates is a real estate investment firm that specializes in acquiring, managing, and enhancing commercial real estate properties throughout the Southeast United States. Due to our rapid growth, there is tremendous opportunity for personal career progression within our firm. As Asset Manager, you will be responsible for overseeing each asset upon acquisition. This role will be responsible for maximizing the value of each asset and will create, implement, and continually evaluate the strategic direction for each individual asset. To achieve success in this role, the Asset Manager must maintain an urgent, aggressive demeanor to ensure maximum value is achieved for each asset. The salary for this position is $70,000 base pay with generous bonus package. Responsibilities: - Manages the company's portfolio of real estate assets - Develops and implements investment strategies to maximize returns and minimize risk - Conducts research and analysis to identify investment opportunities and evaluate potential risks - Monitors market trends and economic conditions to make informed investment decisions - Provides regular updates on portfolio performance and recommend adjustments as needed - Maintains accurate records of all asset-related activities - Creates, implements, and oversees strategic project plan for each asset upon acquisition - Sets aggressive targets for each asset and ensures timely completion of such targets as part of the overall strategic plan - Continuously monitors income statement to ensure efficient and effective operation - Travel (approximately 30-40%) to each property as needed to ensure operational success - Detail-oriented with the ability to manage multiple tasks and meet deadlines Qualifications: - Bachelor's degree in finance, accounting, real estate or a related field - 1-3 years experience in real estate and/or banking preferred - Strong knowledge of investment strategies, financial markets, and economic trends - Excellent relationship management skills to build rapport with vendors, clients, and stakeholders - Proficient in technical accounting principles and financial analysis techniques - Strong mathematical and analytical skills to evaluate investment opportunities - Detail-oriented with the ability to manage multiple tasks and meet deadlines - Knowledge of credit analysis and risk assessment methodologies If you are a highly motivated, determined, aggressive individual with a passion for investments and real estate, we invite you to apply for this exciting opportunity. Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Retirement plan Vision insurance

The Branch Experience Manager at the Mobile Branch will guide, oversee, train, and evaluate the performance of branch staff and solve problems within established policies and guidelines. In this position, the employee will utilize service skills to deliver a delightful member and staff experience. Functions and Responsibilities: Manage branch staff including coaching, performance, and development. Coach, train, and hold staff accountable for using Avadian's Sales Flow Model. Ensure staff maintains a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures. Provide consistent communication to staff regarding 90-day action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities. Assess staff members in order to evaluate training comprehension, sales flow model confidence, and operational efficiencies. Ensure all staff has a thorough knowledge of Avadian's client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports. Work with management to develop, communicate, and implement branch sales goals and directives while maintaining a delightful branch experience. Monitor branch financial performance. Work on weekends and serve in a relief capacity at other branches when needed. Continuously recruit for future staff. Actively learn, demonstrate, and foster the Avadian WHY statement in all actions and words. Represent and promote Avadian in the communities we serve. Perform other duties as assigned. Requirements Significant financial service and sales experience is required. Must be proactive in maintaining member satisfaction and meeting member needs. Must demonstrate the ability to work under a sales goal or sales quota system, and to meet branch sales objectives Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism. Must work on weekends and serve in a relief capacity at other branches when needed. Experience: Minimum three years of similar or related experience preferred. Education: (1) College degree in business administration or related field preferred; or (2) high school diploma with extensive managerial experience at a financial institution. ------------------------------------ Please note - submitting a resume does not guarantee any future action by Avadian Credit Union. Avadian Credit Union is an Equal Opportunity Employer. Apply Avadian Credit Union - South Alabama Branches Jobs View All Jobs

Looking for an Opportunity to Make an Impact? At Leidos, we deliver innovative solutions through the efforts of our diverse and talented people who are dedicated to our customers' success. We empower our teams, contribute to our communities, and operate sustainably. Everything we do is guided by our Mission, Vision, and Values-and a commitment to doing the right thing for our customers, our people, and our communities. Your greatest work is ahead. Leidos' RF Systems Division is seeking a Low Band Surveillance (LBS) Program Portfolio Manager to join our team in Huntsville, Alabama. The LBS program is a large, complex radar system requiring a diverse engineering and manufacturing skill set to execute successfully. In this role, you will be responsible for delivering mission commitments to the customer while meeting financial commitments to the Division. You will lead a cross-functional program team, manage program execution across hardware and software development, and serve as the primary programmatic interface with the customer. This role includes P&L responsibility and regular briefings to RF Systems Division and Land Systems Business Area leadership on program performance. This position requires strong leadership, sound judgment, and exceptional communication skills. Some travel for meetings and test events is required. The Leidos Defense Systems Sector delivers a diverse portfolio of systems, solutions, and services across land, sea, air, space, and cyberspace. Our solutions include enterprise and mission IT, intelligence systems, command and control, geospatial analytics, cybersecurity, logistics, training, and intelligence operations support. Our team solves the world's toughest security challenges-supporting “can't fail” missions for customers worldwide. Primary Responsibilities As a Senior Program Manager, you will: Serve as a trusted customer advocate, managing expectations and delivering results Provide technical oversight for advanced technology development programs Lead cross-functional teams through the full product delivery lifecycle, including hardware and software development Deliver strategic leadership across technical management, system solutioning, and customer engagement Support senior leadership in defining and executing contract strategies, financial performance, and budget control Prepare and brief executive leadership on financial estimates, ROMs, and new development efforts Lead, mentor, and develop program execution professionals within the department Manage integrated master schedules, risks, opportunities, and program deliverables to ensure on-time, on-budget performance Basic Qualifications Bachelor's degree (BA/BS) with 12+ years of experience in defense/aerospace, or 10+ years with a Master's degree 5+ years of experience managing technical programs involving development and production in the defense industry (or equivalent rigor) Demonstrated success measuring and managing scope, schedule, and cost performance Strong understanding of program planning and Earned Value Management (EVM) techniques and tools Proven ability to lead cross-functional teams in a collaborative environment Excellent written, verbal, and presentation skills Strong customer interaction and stakeholder management experience U.S. citizenship required; must possess and maintain a DoD Secret clearance Must reside in or be willing to relocate to the Huntsville / North Alabama area Preferred Qualifications PMP certification (PMI) Experience with or working knowledge of: AS9100 quality systems and compliance DoD acquisition processes and methodologies Risk identification, analysis, and mitigation techniques Systems engineering principles, design and manufacturing processes Subcontract management, including SOW development and oversight of technical, schedule, and cost performance Proposal management, including partner identification, subcontract SOW development, and proposal planning and writing Ready to make an impact? Share your resume with us today and help shape the future of mission-critical defense systems at Leidos. Come break things (in a good way). Then build them smarter. We're the tech company everyone calls when things get weird. We don't wear capes (they're a safety hazard), but we do solve high-stakes problems with code, caffeine, and a healthy disregard for “how it's always been done.” Original Posting:December 26, 2025 For U.S. Positions: While subject to change based on business needs, Leidos reasonably anticipates that this job requisition will remain open for at least 3 days with an anticipated close date of no earlier than 3 days after the original posting date as listed above. Pay Range:Pay Range $154,050.00 - $278,475.00 The Leidos pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.

At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will: Conduct financial analysis of credit for new and existing clients and prospects Generate spreads, term sheets, and other information for loan requests and conduct underwriting Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay Build profiles and loan requests in nCino for approval Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc. Generate reports to determine past or current maturities that are not yet cleared and request any necessary information Prepare memos outlining financial information for approvals from the appropriate parties Track maturity for renewals monthly Be actively involved in understanding documentation and closing process Attend sales appointments with Officers as requested Work on term sheets / commitment letters as directed by supervisors Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc. Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS Bachelor's degree in Finance, Accounting or a related field 5-10 years' experience preferred Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task RMA and/or Moody training is a plus PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA

The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfolio conditions. Partners with Relationship Managers to manage credit proposals and renewals; independently prioritizes requests, identifies risk and risk ratings, recommends and evaluates credit structure, and prepares proposals. Contributes to the development of profitable long-term credits. Essential Duties and Responsibilities Primarily responsible for underwriting and servicing of commercial loan portfolios Proactively identifies credit weaknesses / trends and alerts management to deterioration Collaborates with RM to prioritize new credit requests, renewals, and reviews Provides risk ratings and recommends appropriate credit structure Identifies policy exceptions Prepares approval, commitment, proposal document, and participates in documentation process including the identification of covenants and other key provisions Participates in customer meetings to discuss alternative credit structures and to clarify any questions. Also interacts with clients during due diligence and finalizing credit package Serves as a secondary customer contact to the Relationship Manager Supervisory Responsibilities No supervisory responsibilities Qualifications: Bachelor's degree in business, finance, accounting or equivalent work experience 5+ years commercial credit or lending experience required; 10+ preferred Strong analytical abilities, credit underwriting skills Goal oriented, ability to take initiative using strong problem-solving skills Strong relationship building and interpersonal skills Excellent verbal and written communication skills Strong organizational skills Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will: * Conduct financial analysis of credit for new and existing clients and prospects * Generate spreads, term sheets, and other information for loan requests and conduct underwriting * Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay * Build profiles and loan requests in nCino for approval * Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc. * Generate reports to determine past or current maturities that are not yet cleared and request any necessary information * Prepare memos outlining financial information for approvals from the appropriate parties * Track maturity for renewals monthly * Be actively involved in understanding documentation and closing process * Attend sales appointments with Officers as requested * Work on term sheets / commitment letters as directed by supervisors * Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc. * Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed * Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS * Bachelor's degree in Finance, Accounting or a related field * 5-10 years' experience preferred * Excellent written and verbal communication skills * Experience using Microsoft Outlook, Word and Excel * Experience in a position requiring attention to detail and data analysis * Excellent organizational skills and ability to multi-task * RMA and/or Moody training is a plus PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: * Sustained standing and sitting * Frequent use of PC, including typing or sustained attention to monitor * Occasional presentations requiring public speaking to small groups * Occasional lifting of basic office files or equipment up to 20 lbs * Normal office environment with comfortable internal temperatures and low level noise EOE/AA