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  • Retail Financial Asset Manager

    Combined Properties, Incorporated 3.9company rating

    Portfolio manager job in Bethesda, MD

    Combined Properties, Incorporated is a privately held real estate investment, development, and management company with approximately $2 billion in assets under management, consisting of retail and residential properties. The firm owns and operates a diverse, high-quality portfolio across multiple markets. Combined Properties maintains an entrepreneurial private-company culture, minimal joint-venture complexity (only two partnered assets), and direct access and exposure to best-in-class senior decision-makers. The company values intellectual curiosity, adaptability, and the thoughtful use of technology and data to continuously improve how assets are operated and decisions are made. We are currently seeking a Retail Financial Asset Manager to join our team. The Retail Financial Asset Manager is a central partner to the retail platform, reporting directly to the EVP of Retail Asset Management and supporting the strategic, analytical, and operational decision-making across the company's retail portfolio. This unique role offers exposure to asset management, leasing, property management, construction, and capital markets, with a particular focus on value-add initiatives, redevelopment, re-leasing strategies, and portfolio performance analytics. What You'll Do The Retail Financial Asset Manager will lead underwriting and feasibility analysis, market research, portfolio and tenant analytics, budgeting and forecasting, and cross-functional coordination, while also presenting memos to leadership on asset performance, opportunities, and risks. The position works closely with the EVP, CFO, SVP of Leasing, and the Property Management and Construction teams, and is expected to function as a trusted, business / analytical thought partner as well as a highly capable executor. What We're Looking For Experience Minimum 4 years in commercial real estate required, with exposure to retail assets strongly preferred. Background may include financial analysis, underwriting, asset management, development, project management, or a combination thereof. Experience preparing financial projections, feasibility analyses, and portfolio reporting. Familiarity with acquisitions, dispositions, refinancing, and other capital transactions is highly desirable. Skills Strong financial modeling, underwriting, budgeting, and analytical skills. Highly Quantitative Skillset - Advanced proficiency in Excel, tech-forward skillset, and knowledge of AI-enabled technology and tools. Passion for market analytics/trends with the ability to think critically to enhance decision-making and asset performance. Clear communicator with the ability to work effectively across all departments and with external consultants. Collaborative, thinks long-term, and builds credibility through consistent high-quality work - Has a “learn-it-all” mindset. Interested? Please apply for immediate consideration.
    $84k-127k yearly est. 2d ago
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  • Senior Analyst- Real Estate Investment

    Talentsource360

    Portfolio manager job in Fairfax, VA

    Senior Analyst - Commercial Real Estate Investments Schedule: Hybrid Annual Compensation range: $100,000-$130,000 Industry leading benefits program TalentSource360 is seeking a Senior Analyst to join one of our real estate investment clients in the Washington DC area. This role will play a critical part in evaluating new investment opportunities through rigorous buy-side due diligence, credit analysis, and financial modeling. The Senior Analyst will prepare investment analyses and recommendations that directly support decision-making by the Investment Committee. This position is ideal for a detail-oriented professional with strong analytical skills and hands-on experience in real estate underwriting or investments. Responsibilities: Conduct comprehensive buy-side due diligence for prospective real estate acquisitions across targeted asset classes Perform credit analysis, including evaluation of borrower, sponsor, and property-level risk Build and maintain detailed financial models (e.g., cash flow projections, IRR, NPV, sensitivity analyses) to evaluate investment performance Analyze market data, comparable transactions, rent comps, operating expenses, and capital structures Prepare investment memoranda and presentations for review by senior leadership and the Investment Committee Coordinate with internal teams and external partners (brokers, lenders, legal counsel, third-party consultants) during the diligence process Review third-party reports (appraisals, engineering, environmental, market studies) and incorporate findings into investment recommendations Support portfolio monitoring and post-acquisition analysis as needed Qualifications 2 - 4 years of experience in a real estate investment, acquisitions, underwriting, or credit analysis environment (Commercial Real Estate- CRE preferred) Bachelor's degree in real estate, finance, accounting, or a related field Strong proficiency in financial modeling and Excel; experience with ARGUS is a plus Solid understanding of real estate fundamentals, capital structures, and investment metrics Excellent written and verbal communication skills, with the ability to clearly present complex analyses Strong attention to detail, organization, and ability to manage multiple projects under deadlines
    $100k-130k yearly 1d ago
  • Transportation Asset Manager

    Aecom 4.6company rating

    Portfolio manager job in Washington, DC

    Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations. There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world. We're one global team driven by our common purpose to deliver a better world. Join us. Job Description AECOM are seeking a qualified and experienced Transportation Asset Manager to support the development and implementation of Transportation Asset Management Plans (TAMPs) for State Departments of Transportation. This role requires a strong engineering background, deep knowledge of transportation infrastructure, and familiarity with federal asset management requirements under MAP-21 and the FAST Act. The successful candidate will play a key role in helping DOTs manage transportation assets strategically, improve performance outcomes, and ensure long-term sustainability of infrastructure investments. If your desired office location is not listed, and you are qualified and interested, please apply for further discussion. Key Responsibilities: Lead or contribute to the development of federally-compliant TAMPs for state DOTs. Conduct engineering analysis of transportation assets including pavements, bridges, and ancillary infrastructure. Evaluate asset condition data and develop performance targets and investment strategies. Collaborate with DOT staff, consultants, and stakeholders to align asset management practices with agency goals. Prepare technical documentation, reports, and presentations for internal and external audiences. Support risk management, lifecycle cost analysis, and financial planning activities. Stay current with FHWA regulations, engineering standards, and asset management technologies. Qualifications Required Qualifications: * BA/BS and 6 years of relevant experience demonstrated equivalency of experience and/or education Preferred Qualifications: Master's degree in Civil Engineering, Transportation Systems, or Infrastructure Management. Professional Engineer (PE) license Certification in asset management (e.g., IAM, ISO 55000, CAMA). Experience with GIS, data visualization, and transportation modeling software. Familiarity with state DOT operations, funding mechanisms, and capital planning Minimum of 5 years of experience in transportation asset management, with direct involvement in developing or contributing to TAMPs for state DOTs. Strong understanding of FHWA TAMP requirements and performance-based planning. Proficiency in asset management systems (e.g., AgileAssets, Deighton, AASHTOWare) and engineering analysis tools. Excellent written and verbal communication skills. Additional Information About AECOM AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. Depending on your employment status, AECOM benefits may include medical, dental, vision, life, AD&D, disability benefits, paid time off, leaves of absences, voluntary benefits, perks, flexible work options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan. AECOM is the global infrastructure leader, committed to delivering a better world. As a trusted professional services firm powered by deep technical abilities, we solve our clients' complex challenges in water, environment, energy, transportation and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient solutions throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. AECOM is a Fortune 500 firm that had revenue of $16.1 billion in fiscal year 2024. Learn more at aecom.com. What makes AECOM a great place to work You will be part of a global team that champions your growth and career ambitions. Work on groundbreaking projects - both in your local community and on a global scale - that are transforming our industry and shaping the future. With cutting-edge technology and a network of experts, you'll have the resources to make a real impact. Our award-winning training and development programs are designed to expand your technical expertise and leadership skills, helping you build the career you've always envisioned. Here, you'll find a welcoming workplace built on respect, collaboration and community-where you have the freedom to grow in a world of opportunity. As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.
    $72k-100k yearly est. 6d ago
  • Manager, Technology Risk Oversight

    Capital One 4.7company rating

    Portfolio manager job in Washington, DC

    Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity, reliability, and managing technology risk. The Technology Risk Management (TRM) is a growing organization focused on providing expert advice, credible challenge, and effective oversight of information security and technology activities to identify, assess, control, and manage cyber and technology risk throughout the company. This organization plays a critical role in helping to ensure that the company's risk-taking entities are aware of the risks inherent in their activities and decisions, the impact of their actions on the company at an enterprise level, and opportunities to reduce, mitigate, or avoid risks altogether. Associates within the Technology Risk Management organization are highly-skilled information security, cyber, technology, or risk management professionals who have a wealth of experience and a demonstrated ability to provide value-added recommendations and deliver high-impact results in their areas of expertise. As a Manager, Technology Risk Oversight, you will play a key role in the review, risk identification, risk assessment, reporting, and effective challenge of technology processes, capabilities, and architecture including but not limited to enterprise technology initiatives, cloud services, architectural patterns and capabilities, as well as other areas of high risk technology changes. As part of the second line of defense, this position will also collaborate closely with associates in first line Cyber, Technology, the Lines of Business, as well as other second line of defense risk management offices to perform and support evaluations of the effectiveness of the firm's controls infrastructure and offer independent advice and recommendations regarding ways to further mature the firm's cyber risk management capabilities. As a member of a growing organization, you will have the opportunity to shape and further refine your portfolio commensurate with the priorities of the organization and the firm. The position affords opportunities for substantial growth. The demands and high-visibility nature of this position require an expert with a proven ability to work independently in a fast-paced environment and who can begin contributing immediately. Essential Functions (Responsibilities): Play a lead role in identifying areas of Technology Change risk to provide oversight, analysis, effective challenge, and risk-informed recommendations and expertise Independently drive the organization's participation in assessing Technology Changes by reviewing all aspects of changes (e.g. threat scenarios, applicable controls, risk mitigating, scope, rollout plans, etc..) focusing on Technology Risks related to technical implementation, controls, testing, and architecture concepts Provide technical assessments of Capital One's Technology Changes and Change Management Processes to identify identify, assess, and communicate Technology and Cyber risk Draft assessments for senior management and other stakeholders, to include regulatory agencies and the Board of Directors, as needed Stay current on emerging cyber threats and potential implications to the firm Collaborate effectively with colleagues, stakeholders, and leaders across multiple organizations to achieve objectives Basic Qualifications: A Bachelor's degree or military experience At least 5 years of experience in information security, information technology or cybersecurity At least 2 years experience with public cloud implementations Preferred Qualifications: Professional technology or security management certification (Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified in Risk and Information Systems Control (CRISC), AWS certification) 2+ years experience working in a hybrid IT environment that includes both traditional on-premises data centers and public cloud infrastructure (e.g., AWS, Azure, Google Cloud). 2+ years experience in a second-line or oversight role at a financial institution or regulatory agency 2+ years experience with implementation of control frameworks (NIST Cybersecurity Framework, NIST 800-53, CIS Top 20, ISO, COBIT) 2+ years of experience drafting reports or analytic assessments 2+ years of consulting experience At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is Hybrid, with associates expected to consistently spend three days per week in the office The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $197,300 - $225,100 for Manager, Cyber TechnicalRichmond, VA: $179,400 - $204,700 for Manager, Cyber TechnicalNew York, NY: $215,200 - $245,600 for Manager, Cyber TechnicalRiverwoods, IL: $179,400 - $204,700 for Manager, Cyber Technical Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $215.2k-245.6k yearly 1d ago
  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    Portfolio manager job in Washington, DC

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients Manage teams of tax professionals and assistants working on client projects Advise clients and be accountable for delivering high quality tax service and advice Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Prior experience with pass-through entities and partnerships Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $63k-89k yearly est. 7d ago
  • Multifamily Asset Manager

    Veritas Partners 4.5company rating

    Portfolio manager job in Bethesda, MD

    Responsibilities: · Evaluate diligence materials including regulatory approvals, legal documents (including easements, contracts and site plans), 3rd party reports (Phase 1 & Phase 2 environmental and Geotech reports) on preferred equity and other structured investments · Review organization and investment docs to aggregate compliance obligations and establish systems to manage those requirements spelled out in organizational documents · Identify potential risks, develop mitigation strategies and recommend key decisions for investments · Import sponsor-provided financial data · Track, review, and analyze performance of preferred equity investments; and Freddie Mac K-Series bond pools and their underlying collateral · Coordinate with Development Management and Asset Management groups regarding ongoing oversight and project accounting compliance · Create valuation models based on monthly and quarterly updates · Analyze strategic decisions such as Property manager selection, operating budget, marketing plan, lease up strategy etc. and ongoing property-level financial statements and integrate findings into financial models · Manage outfacing relationships with venture partners, lenders and investors, in conjunction with Originations team · Conduct due diligence and periodic property site inspections across markets for preferred equity and K-Series investments · Collect compliance materials related to ongoing operations and dispositions · Assist in preparation of quarterly presentations providing project and performance updates; deliver presentations to entire company Requirements: · Bachelor's Degree with excellent academic credentials · 3+ years of work experience in Finance, Real Estate (finance or project management) · Experience with real estate development analysis or project work including multifamily and mixed-use development · Ability to analyze qualitative and quantitative information and translate into strategic deliverables · Familiarity with capital structures including mezzanine debt, preferred equity & common equity
    $83k-109k yearly est. 1d ago
  • Commercial Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in Arlington, VA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
    $100.5k-270.3k yearly 7d ago
  • Senior Tax Manager

    Aprio, LLP 4.3company rating

    Portfolio manager job in Washington, DC

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast‑growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top‑rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast‑growing firm looking for a Senior Tax Manager to join their dynamic team. Position Responsibilities Client Relationship & Planning Leadership Serve as the primary relationship lead for Atlas clients Lead planning‑focused conversations, including structured touchpoints throughout the year. Build trusting, long‑term relationships using open‑ended questions, curiosity, and empathy. Identify planning cues from questionnaires, tax returns, system prompts, and client interactions. Translate cues into actionable next steps using standardized playbooks and frameworks. Simplify financial concepts and guide clients through important decisions with clarity. Tax & Technical Responsibilities Possess significant hands‑on individual tax experience, including the ability to sign simple 1040 returns immediately. Serve as the Tax Job Lead on designated clients when appropriate. Provide light technical explanation during planning discussions without performing full prep or review unless assigned. Identify complexity, planning triggers, and out‑of‑scope work; elevate items to the CSA and Tax Lead for proper billing and workflow support. Cross‑Functional Coordination Collaborate closely with CSAs, Wealth Advisors, Tax Leads, and specialist teams. Serve as the central coordinator for client‑related tasks, ensuring handoffs are clear and timely. Activate overlays and planning workflows based on client attributes and cues. Maintain and update client notes, planning actions, and engagement details in HubSpot. Process & Systems Responsibility Apply Aprio's Tier + Overlay model consistently across all assigned clients. Use HubSpot, Practice Engine, HubSync, planning dashboards, and standardized workflows to manage client engagements. Monitor cue dashboards and ensure timely completion of planning tasks. Support margin protection by upholding minimum fees, proper scoping, and structured delivery expectations. Qualifications Required Active CPA or EA license Ability to sign simple individual tax returns Significant experience preparing or reviewing 1040s Strong communication and relationship skills Ability to translate tax, financial, and personal context into planning actions High digital and systems fluency Demonstrated curiosity, empathy, and commitment to proactive client service Required Within 18 Months CFP certification (or completion of all requirements to obtain the certification within 18 months) $125,000 - $220,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. Why Work for Aprio Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future‑focused, innovative firm. Benefits Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401(k) with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you Working with an industry leader: Be part of a high‑growth firm that is passionate for what's next. An awesome culture: Thirty‑one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team‑member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high‑energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry‑leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, pregnancy, sexual orientation, gender identity and/or expression, age, disability, genetic information, citizenship status, military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non‑attest tax and consulting services, and Aprio, LLP providing CPA firm services. #J-18808-Ljbffr
    $125k-220k yearly 2d ago
  • Tax Manager / Senior Manager

    Solid Rock Recruiting LLC

    Portfolio manager job in Fairfax, VA

    💼 Work Style: Hybrid (flexible in-office schedule) 💰 Compensation: $140,000 - $185,000 base + bonus (DOE) About the Opportunity Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work-life balance without compromising technical excellence. We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients. Key Responsibilities Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses Review returns prepared by staff and seniors for technical accuracy and compliance Research complex tax issues and provide practical solutions for clients Support client relationships through proactive communication and planning discussions Lead, mentor, and develop team members through review and training Assist partners with business development, client onboarding, and workflow efficiency What They're Looking For Active CPA license (required) 6+ years of experience in public accounting (preferably within a regional or mid-sized firm) Strong technical knowledge in federal and state tax compliance Excellent communication and leadership skills Experience with CCH Axcess, UltraTax, or similar tax software (a plus) Why This Firm Hybrid flexibility - typically 2-3 days in office Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.) Real promotion potential - leadership succession planning is a key focus Competitive compensation package, comprehensive benefits, and strong PTO Confidential inquiries encouraged. If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. 📧 joey@solidrockrecruiting.com 📞 (605) 601-4597 #J-18808-Ljbffr
    $140k-185k yearly 3d ago
  • Transfusion Services Manager OR Blood Bank Manager in Virginia

    K.A. Recruiting, Inc.

    Portfolio manager job in Leesburg, VA

    Location is close to Washington DC area and other East Coast cities like Baltimore and Philadelphia Ranked as one of Forbes' Best Small Places for Business & Careers Affordable Housing Market Position Highlights: Nationally-recognized medical center which offers advanced services Hospital is an "A" Grade for Patient Safety Recipient Day Shift position with flexible start of 8 hour shift (6:00am -8:00am) Reports to Laboratory Director Direct Reports include Technical Coordinator and a Team of 5 Laboratory Technologists Requirements: Bachelor's degree or Master's degree preferred. ASCP certification (or equivalent) required; Specialist in Blood Banking (SBB) certification is preferred Must have at least 4 years of blood bank experience Offering highly competitive compensation and benefits packages! Benefits vary from facility to facility but all include health, dental and vision benefits; generous PTO and holiday packages; Life Insurance; retirement benefits; educational benefits and/or relocation assistance or sign on bonuses! Interested in learning more? Contact Andrea at andrea@ka-recruiting.com or call/text 617-746--2745. ACC 25131210
    $77k-120k yearly est. 7d ago
  • Financial Reporting Manager

    Andrews & Cole

    Portfolio manager job in Bethesda, MD

    Responsibilities Partner with senior leadership and external auditors to perform GAAP analyses for complex transactions and technical accounting matters; document conclusions in formal accounting position papers and support communication with cross-functional business partners. Research proposed transactions and collaborate with operations and corporate development to evaluate alternative structures and financial outcomes. Provide technical accounting support for recurring areas including capitalized software, impairments, joint ventures, receivables, revenue recognition, acquisitions, and divestitures. Research newly issued accounting standards and assist with the development and execution of related implementation plans. Support alignment between operational teams and technical accounting requirements, including the adoption of new accounting standards. Regularly review and enhance accounting policy documentation, identifying inefficiencies and leading process improvement initiatives. Develop strong relationships with peers and leaders across the organization to promote adherence to company policies and procedures. Assist in the preparation of quarterly and annual financial statements and SEC filings, including current reports, in compliance with U.S. GAAP and SEC regulations. Drive continuous improvements through process enhancements. Support proposed changes to the presentation of SEC filings based on research of literature, implementation guidance, and industry filings, in coordination with external auditors. Prepare, compile, and present statements of cash flows. Lead internal control and process improvement initiatives in response to evolving business needs, industry best practices, and new accounting or financial reporting guidance. Serve as a key liaison with external auditors, supporting the planning and coordination of financial reporting aspects of the audit. Qualifications Bachelor's Degree CPA 3-7+ years of relevant experience, including public accounting. Experience researching and implementing US GAAP and SEC rules and regulations. Experience or familiarity with ASC 606, ASC 842, ASC 810, ASC 350, ASC 805, ASC 718, ASC 326, ASC 323 Detail oriented, and can manage multiple workstreams simultaneously. Strong project management skills Self-motivated with drive to continuously improve communication, processes, and systems. Must have strong communication and interpersonal skills and be able to delegate and manage effectively. #J-18808-Ljbffr
    $89k-122k yearly est. 3d ago
  • Tax Manager - Partnerships

    Staff Financial Group

    Portfolio manager job in Washington, DC

    Tax Manager - Partnerships - Washington, DC Who: A CPA-certified tax professional with at least five years of public accounting experience, including two years of managerial experience. What: Manages complex client tax compliance, identifies planning opportunities, leads partnership and high-net-worth engagements, and develops staff while serving as the main client contact. When: Full-time position available immediately. Where: Washington, DC Metro market. Why: To support and grow a dynamic tax practice by delivering expert technical guidance, exceptional client service, and strong leadership across a diverse client base. Office Environment: A collaborative, inclusive, integrity-driven environment focused on professional development, innovation, and work-life balance. Salary: Competitive compensation with a comprehensive total rewards and benefits package. Position Overview: The Tax Manager will oversee tax compliance, planning, and advisory services for middle‑market clients across industries such as manufacturing, real estate and construction, and professional services. This role includes managing complex individual and partnership returns, providing estate, gift, and trust planning support, leading staff, and maintaining strong client relationships. Ideal candidates excel in technical tax matters, communication, and project management and thrive in a fast‑paced, collaborative environment. Key Responsibilities: Manage and review complex individual and partnership tax engagements. Provide tax planning and compliance support for partnerships and high-net-worth individuals. Address tax needs for clients across manufacturing, real estate, construction, and professional services. Identify tax and business issues and propose planning opportunities. Serve as the main client point of contact, overseeing workflows, deadlines, and deliverables. Lead, train, and develop tax staff and seniors. Demonstrate exceptional client service and communication skills. Qualifications: Bachelor's degree in Accounting (Master's preferred). Active CPA license required. Minimum 5 years of public accounting experience, including 2+ years in management. Strong background with C and S corporations, LLCs, and partnerships. Experience with pass-through entity taxation, particularly partnerships. Preferred experience with entity structuring, operating agreement review, allocations, and partner transactions. Experience with complex individual, estate, and gift tax planning is a plus. Strong understanding of client industries and business operations. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. #J-18808-Ljbffr
    $87k-122k yearly est. 3d ago
  • Tax Manager

    Super Recruiter LLC

    Portfolio manager job in Washington, DC

    Main Responsibilities Lead the preparation and review of U.S. federal, state, and international tax filings for corporations and partnerships. Manage ASC 740 tax provision calculations and ensure compliance with GAAP and other regulatory standards. Conduct complex tax research, interpret evolving tax laws, and advise on implications for business operations. Partner with cross-functional teams on tax planning strategies, M&A activity, and business structuring. Represent the company during audits and manage communication with tax authorities. Drive continuous process improvements in tax compliance, reporting, and internal controls. Qualifications 6+ years of tax experience, ideally in public accounting and/or corporate tax departments. Deep knowledge of U.S. federal and state income tax laws, GAAP, and ASC 740. Experience with corporate, partnership, and/or international tax compliance and planning. CPA or MST strongly preferred. Strong research, documentation, and presentation skills. Bachelor's degree in Accounting, Finance, or a related field. #J-18808-Ljbffr
    $87k-122k yearly est. 4d ago
  • Tax Manager, Partnerships - Lead Client-Facing Tax & Planning

    Northpoint Search Group 4.0company rating

    Portfolio manager job in Washington, DC

    A leading recruitment firm in Washington, DC is seeking a Tax Manager to oversee tax compliance and planning for diverse clients. The ideal candidate should have a CPA license, 5+ years of public accounting experience, and strong project management skills. Key responsibilities include managing client engagements and leading tax staff. This full-time position offers competitive compensation and a collaborative work environment focused on professional development and client service. #J-18808-Ljbffr
    $87k-123k yearly est. 4d ago
  • Tax Manager - Consumer Goods

    Cybercoders 4.3company rating

    Portfolio manager job in Washington, DC

    *This is with a Public Accounting Firm and requires Public Accounting experience as well as an active CPA license* Job Title: Tax Manager Requirements: 5+ Years of Public Accounting Tax Experience - Strength in Consumer Goods Tax Manager - Consumer Goods Position Overview The Tax Manager - Consumer Goods will oversee and manage all aspects of tax planning and compliance for the organization, focusing on the consumer goods sector. This role is essential in ensuring that the company adheres to all federal, state, and international tax regulations while optimizing tax liabilities and providing strategic guidance to enhance financial performance. Key Responsibilities Develop and implement tax strategies that align with the company's business objectives. Manage the preparation and filing of federal, state, and international tax returns. Perform tax research and analysis to support tax planning initiatives. Monitor changes in tax legislation and assess their impact on the organization. Collaborate with internal teams to ensure compliance with accounting principles and regulatory requirements. Lead tax audits and respond to inquiries from tax authorities. Provide guidance and training to team members on tax-related issues. Engage with stakeholders to communicate tax strategies and compliance matters. Qualifications Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred. Minimum 5 years of experience in tax management, preferably within the consumer goods industry. Strong knowledge of federal, state, and international tax regulations. Proficient in tax planning, financial reporting, and compliance. Experience with auditing and regulatory compliance processes. Excellent analytical and strategic thinking skills. Demonstrated leadership abilities and experience in team management. Strong stakeholder management and communication skills. Benefits Vacation/PTO Medical Dental Vision 401k Bonus Relocation Telecommute
    $82k-121k yearly est. 5d ago
  • Tax Manager

    Beale Personnel, Inc.

    Portfolio manager job in Washington, DC

    About the Company Due to the impending retirement of one of the founding partners, a CPA firm in Bethesda, MD founded more than 50 years ago is in search of an experienced public accounting Tax Manager. Typical clients include real estate, professional services, not for profits, high net worth individuals, start ups and well established small, mid-size and large businesses of various industries. About the Role This opportunity offers a potential trip to partnership in three to five years. The Tax Manager will be responsible for overseeing tax-related activities and providing expert advice to clients while mentoring junior staff. This is a hybrid position for candidates residing in the Washington, DC metro area. At least three days per week are required in the Bethesda, MD office. Responsibilities Review income tax returns for individuals, partnerships, and corporations Prepare, analyze, and review tax-related financial statements Research and resolve complex tax issues Analyze financial data and provide strategic tax insights Mentor and supervise junior tax staff Collaborate with clients and provide expert tax advice Ensure compliance with tax regulations and standards Support business development initiatives (generous bonus paid for new business brought to the firm.) Qualifications CPA certification Bachelors degree Five - 10 years of public accounting experience at the Senior Associate or Manager level Required Skills Strong analytical and problem-solving skills Extensive knowledge of tax regulations opportunities Attention to detail and accuracy Pay range and compensation package The salary range for this position is based upon experience, but in the range of $110,000 - $130,000. A comprehensive benefit plan is also provided. Generous bonus for new business brought to the firm. For More Information: If you would like more information on a totally confidential basis, please reach out to Joseph Beale via email at beale@bealepersonnel.com or call (240) 482-3290.
    $110k-130k yearly 1d ago
  • Prospect Research and Portfolio Management Manager

    The USO 4.4company rating

    Portfolio manager job in Arlington, VA

    Why join our team? With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job it's a calling, and we believe in doing what you love and loving what you do. Don t take our word for it. The external Great Place To Work survey found that: The USO is a Certified Great Place to Work 2025-2026 96% feel good about the ways we contribute to the community. 94% are proud to tell others they work here. 92% feel their work has special meaning: this is not "just a job." 91% feel that when you join the company, you are made to feel welcome. 92% feel people here are treated fairly regardless of their race. 88% feel people here are treated fairly regardless of their gender. The Prospect Research & Portfolio Management Manager is responsible for providing prospect research, portfolio management, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USO s Major Gifts and Corporate fundraising initiatives. Principal Duties and Responsibilities (*Essential Duties) Prospect Research: Conduct proactive and responsive research on individuals, corporations, foundations, and other entities in support of the USO s fundraising efforts in line with internal policies and procedures Provide fundraisers and support staff training research strategy and best practices in support of donor qualification, cultivation, and solicitation efforts Serve as project lead and/or collaborate with teammates on research projects throughout the year Prepare high-quality donor and prospect briefings, including event bios, meeting briefs, and leadership profiles, tailored to specific cultivation, solicitation, and stewardship objectives Configure, review, and route substantive news alerts and philanthropic leads to fundraisers Proactively identify, qualify, and recommend new prospective donors through data analysis, external research tools, and philanthropic intelligence, with an emphasis on major and leadership-level giving Prospect Assignments and Portfolio Management: Review assignment requests and action them in line with internal policies and procedures Provide fundraisers and support staff training on how and when to request assignments Proactively develop, analyze, and monitor fundraiser portfolios to ensure appropriate size, composition, capacity alignment, and optimization relative to fundraising goals and pipeline coverage Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in the Salesforce CRM Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle Monitor portfolio health and performance, identify under-managed or misaligned prospects, and recommend strategic rebalancing, upgrades, or transitions to maximize fundraiser effectiveness Data Analysis: Review and analyze portfolio, prospect, and donor data utilizing pivot tables, data-modeling tools, and analytical methods to deliver actionable insights, portfolio health assessments, and strategic intelligence to fundraising teams and actionable insights Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to support prospect qualification, portfolio optimization, upgrade identification, and pipeline prioritization demonstrated proficiency with diverse fundraising data and research systems such as Kindsight, Candid, Relationship Science, and LexisNexis and apply insights from these systems to drive proactive prospect identification and strategic portfolio development. Pipeline Reporting: Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Salesforce CRM Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue Provide fundraisers and support staff training on how and when to add opportunities to the Salesforce CRM Partner proactively with fundraisers to support opportunity strategy, validate ask readiness, and ensure pipeline entries reflect realistic probability, timing, and revenue expectations Other duties as assigned. Job Specifications - minimum Knowledge, Skills, Abilities and Behaviors necessary to perform the job successfully. Equivalent combination of education and experience is acceptable. Bachelor s Degree in a broad array of study areas preferred. 5+ years work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods. Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred. Skill in applying technical knowledge of donor database and CRM technologies including Salesforce Strong interpersonal and problem-solving skills. Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism. Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise. Working knowledge of basic business and data analysis functions including pivot tables and project management. Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs. Proficiency using computers and electronic equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office suite. Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid driver s license. Must be a strong advocate of the USO s mission. Details This position is located in Arlington, VA. Preference will be given to local candidates within commuting distance to the location. Resume and cover letter are required for full consideration. Background check education, criminal and driving required. The statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload. If that s not enough to convince you, here are some direct quotes from employees: The organization truly cares about the people who work here. I have been with the USO for 4 years and have consistently been able to grow in my knowledge and position. It is a fun place to work and my work/life balance is manageable. The way the organization has handled COVID has been top notch - I never felt fearful that I would lose my job or be put in a situation where I did not feel safe. The benefits are great - PTO and 401k matching are top level. There is great consideration given and extended in the following areas: organizational core values for all, work-life balance, impact we can actually see (and even experience as a staff member- the feeling of making an impact is priceless), autonomy with respect to current position within the organization. Everyone is friendly and easy to talk to. We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community. I couldn't think of a better organization to work for. The mission alone provides a positive and meaningful purpose, where people should want to work and be a part of. Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference. This also makes the organization a place where people would want to work. The mission and opportunities to make a Difference are amazing. There is no doubt that the USO is one of the most forward-facing, frontline serving nonprofits that I know of. #the USO Apply today. Join the mission. Join Team USO.
    $100k-161k yearly est. 33d ago
  • Portfolio Manager

    RER Solutions Inc.

    Portfolio manager job in Washington, DC

    Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. RER Solutions, Inc is accepting resumes for Portfolio Manager to become a part of our superior workforce. The Portfolio Manager will provide onsite and remote leadership services to the Department of Energy's Loan Programs Office's Division of Portfolio Management. RESPONSIBILITIES Provide comprehensive monitoring reports on portfolio loan performance of approved projects to the appropriate federal and project finance authorities Identify issues of contemporary and future impacts on the work, conduct an analysis of their implications and alternatives, and monitor the portfolio, individual projects, and guarantors for warning signs of credit deterioration Execute a portfolio risk management process that assists in identifying, managing, monitoring, and reducing risks in the portfolio while being conscious of the need to respond promptly to post-issue requests from borrowers, sponsors, and lenders Establish Asset Monitoring and Supervision work-flow processes and schedules to accomplish assigned projects, plans, and activities associated with approved office missions and functions, including the development of project-specific Credit Monitoring Plans Monitor energy sector developments pertinent to the borrower's operating environment, i.e., price and demand movements, legal and regulatory changes, and structured changes within the sector Present analyses through a variety of means, including formal written studies and oral presentations Independently function as a project transaction negotiator/re-negotiator throughout occurrences of debt restructuring Act as credit and financial analyst on the Portfolio Management Division teams Represent, as needed or requested, the office at interagency meetings, inter-creditor discussions, steering committees of creditors, and public conferences Interface with and obtain information from a variety of sources across the industry as well as other organizations to support the office's activities Provide in-depth analyses for structuring, updating, and maintaining the Credit Monitoring Plans Review project financial statements, progress and engineering reports, covenant compliance certificates, collateral reports, and information gathered from news reports and site visits Review, manage, and respond to post-closure requests from borrowers and lenders for amendments to loan terms, waivers, extensions, payment deferments, and other modifications related to operative loans and guarantees Prepare or collaborate with other senior staff in the preparation of comprehensive position papers, memorandums, and briefing materials across all phases of operations for use with senior management Review project and legal documents, including but not limited to Credit Committee memos; financing documents, including Credit Agreement, Security Agreement, Independent Engineering Report, project documents, including the Engineering Procurement, and Construction, Off-take, Supply, Operations, and Maintenance Agreements Negotiate new terms with borrowers or other creditors in the event of a default Prepare a Transfer Memo to the Special Assets Group when there is a determination question regarding the status of any borrower or liquidation as the only course of action available to ensure the maximization of taxpayer funds Lead and mobilize project teams to address the technical, legal-economic, and financial feasibility aspects of a transaction and to ensure compliance with LPO procedures, goals, and milestones Prepare regular credit reports for specific projects that adhere to the guidelines as set forth by the Portfolio Management Division Ensure all data for assigned projects are entered promptly and accurately in the Quicksilver Monitoring system Requirements US Citizenship is required to obtain client-issued Public Trust A minimum of 10 years of related professional experience Proficiency in making presentations and explaining and creating financial models for a variety of audiences Expertise in applying analytical methods and evaluation techniques to a broad range of functional areas such as project and corporate risk assessment, accounting, and corporate finance to evaluate the viability of a loan transaction Ability to ensure effective compliance monitoring and reporting according to the terms contained in Credit Agreements and for overall portfolio risk management Knowledge of the financial, market, credit, and technical risks inherent in the distinct energy technologies, as well as appropriate mitigation, approaches available or desirable Knowledge in diverse corporate finance structures such as asset-based, limited, or full recourse project finance transactions to make sound financial decisions and recommendations Knowledge of the policies, processes, and practices available for the effective control of individual loan transactions and sector risks, as well as overall portfolio risk Skill in the research of finance structures such as corporate, asset-based, or limited resource project finance transactions to make sound financial decisions and recommendations Ability to address the technical, legal-economic, and economic feasibility aspects of high-value loans for large-scale projects Ability to perform complex financial analysis and make sound financial decisions Knowledge of borrowers' and lenders' requirements for terms of loan and loan guarantees Excellent written and oral communication skills Excellent attention to detail and an understanding of fundamental business writing Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook) EDUCATION: Bachelor's Degree or Master's (preferred) COMPENSATION Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits. This position is not available for Corp-to-Corp or 3rd party sourcing. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $90k-160k yearly est. 42d ago
  • Capability Portfolio Manager

    Dynamics ATS Organic

    Portfolio manager job in Washington, DC

    Job Description Solutions Through Innovative Technologies, Inc. (STI-TEC) specializes in the delivery of professional business and information management services. STI-TEC offers government and commercial clients a comprehensive portfolio of services that identify, manage, distribute and improve business processes related to entities' most valued resource, information. As a fast-growing solutions provider, established in 2000, total customer satisfaction has remained the cornerstone of our business. Our business model focuses on integrity, loyalty, and trust. Position OverviewThe FCB Capability Portfolio Management Analyst will conduct portfolio level reviews of designated or selected capability or focus areas (e.g. protection, logistics, force application, etc. or Warfighting Function) to determine an as-is status (at program and project levels) aligned to ownership (e.g. Service, CCA, CSA or other entity). Essential Job Function Identify and recommend priority gaps aligned to Capability / Key competitive advantages and disadvantages contained in current strategic documents such as the National Military Strategy, Joint Concepts and their subordinate or supporting concepts. These prioritized gaps will serve as candidates for additional studies and analysis, modeling and simulation, or exercise and war-game candidate topics. Identify and recommend portfolio priorities and activities across the DOTMLPF-P spectrum to address gaps/threats and articulate portfolio recommendations for investments, divestments, or sustainment. Identify programs, efforts, and documents that are suited for Joint designation and support interoperability and key attribute activities. Conduct a review of current portfolio products and documentation (e.g. requirements documents and when available, DODAF architectures, Chairman's Program Recommendations, Capability Gap Assessments, and Science and Technology initiatives and projects, and other high-level documents, to identify portfolio redundancies/outdated recommendations for trade-offs or divestment. Conduct assessments and traceability of cross-portfolio impacts and dependencies essential to the creation of materiel and non-material warfighter capabilities. Apply analytical support and rigor to reviews of the contributions of on-going, new, or altered capabilities and capability requirements made toward mitigating capability gaps for reducing risks within portfolios; and help ensure warfighters have sufficient ability to conduct tasks and missions under applicable threat conditions. Provide support developing and presenting executive level products including CJCS-level briefings and correspondence. Participate in daily, weekly, and monthly meetings where data exchanges are discussed; and shall provide regular follow-up briefings to leadership. Provide initial, interim reviews and draft and final reports to the TA to align methods, timing and performance requirements for each independent tasked analysis. Minimum Qualifications Must possess active TS/SCI US Citizen Master's Degree from an accredited college or university in a technical field and five (5) years of task related experience OR Bachelor's Degree from an accredited college or university in operations research, engineering, mathematics or related field plus ten (10) years of task related experience. Possesses extensive knowledge of the Joint Force as demonstrated by at least 50% of task related experience supporting the DoD. Operational experience includes planning and executing combined and joint operations at the theater or component level, knowledge of combat arms, all source intelligence analysis, logistics, civil-military operations, and site's area of responsibility or functional area) and task related experience. Extensive expertise or experience in the Joint Capability Integration and Development System and DoDI 5000 is desired to support acquisition activities. Comprehensive knowledge of Microsoft Office Suite is required. Ability to conduct portfolio-level reviews of designated capability areas (e.g. protection, logistics, force application) to help advise the CJCS on how to optimize capability investments across the defense enterprise and minimize risk in meeting the Department's capability needs. Ability to collect and analyze data from current (as-is) capability portfolio and gather inputs from government employees with specialized knowledge of systems and programs of record. Experience designing and preparing technical reports, studies and related documents. Experience planning and preparing decision support briefings. Able to support all aspects of a military organization's research and development policies, objectives, and initiatives. Ability to research new technologies that align with the capability portfolio to identify alternate courses of action to improve portfolio performance. Applicants selected may be subject to a U.S. Government security investigation and must meet eligibility requirements for access to classified information. STI-TEC is an equal opportunity employer and values diversity. Employment is decided on the basis of qualifications, merit, and business need. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, gender identity and sexual orientation. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation and training. If you need assistance or an accommodation due to a disability, you may contact us at ************** or you may call us at 1+************.
    $90k-160k yearly est. 7d ago
  • Program/Portfolio Manager

    Calibre Systems

    Portfolio manager job in Alexandria, VA

    Category Project and Program Management Tracking Code TAS 5257 Type Full-Time/Regular CALIBRE Systems, Inc., an employee-owned Mission Focused and Digital Transformation company, is seeking an experienced Program Manager to oversee a diverse portfolio of projects supporting U.S. Army, National Guard, and Marine Corps programs. The ideal candidate will have a strong background in program and project management, familiarity with financial and ERP systems such as Costpoint, and prior experience working with Army organizations. Preference will be given to candidates with prior military service, particularly within TRADOC, Army Futures Command, PEO STRI, or Space Force. Key Responsibilities * Manage a portfolio of disparate projects, ensuring alignment with organizational goals and client requirements. * Develop and maintain project schedules, budgets, and performance metrics. * Coordinate across internal teams and external stakeholders to ensure timely delivery. * Utilize Costpoint or similar systems for financial tracking, reporting, and compliance. * Provide strategic guidance and risk management for Army-related programs. * Prepare and present status reports to leadership and clients. * Lead proposal development efforts and support business development/capture activities to grow Army-related work. Required Skills * Bachelor's degree in Business, Management, Engineering, or related field. * Strong communication and leadership skills. * Experience with proposal development and BD/capture processes. Travel Requirements Approximately 25% travel to client sites, program offices, and industry events. Required Experience * 5+ years of experience in program or portfolio management. * Hands-on experience with Costpoint or similar ERP systems. * Proven track record managing projects for U.S. Army programs. Preferred Qualifications * Prior military service, ideally within TRADOC, Army Futures Command, or PEO STRI. * PMP or PgMP certification. * Experience with acquisition processes and Army program lifecycle. * Familiarity with DoD compliance and reporting requirements. CALIBRE and its subsidiaries are an Equal Opportunity Employer and supports transitioning service members, veterans and individuals with disabilities. We offer a competitive salary and full benefits package. To be considered, please apply via our website at ******************* Come join our dynamic team. #CALIBRECareers This position is located at 6361 Walker Lane, suite 1100, Alexandria, VA. View the Google Map in full screen.
    $81k-144k yearly est. 11d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Alexandria, VA?

The average portfolio manager in Alexandria, VA earns between $62,000 and $187,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Alexandria, VA

$108,000

What are the biggest employers of Portfolio Managers in Alexandria, VA?

The biggest employers of Portfolio Managers in Alexandria, VA are:
  1. Ernst & Young
  2. USO
  3. Logistics Management Institute
  4. Southern Glazer's
  5. Constant Associates
  6. UMB Bank
  7. ValidaTek
  8. John Marshall Bank
  9. Pew Charitable Trusts
  10. Cox Communications
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