Portfolio manager jobs in Aliso Viejo, CA - 1,170 jobs

BOC - 3 MacArthur 3 Macarthur Pl Santa Ana, CA 92707, USA Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN THE OPPORTUNITY Responsible for providing financial, credit, and trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and prospects. Monitors assigned credit relationships for covenant compliance, collateral monitoring, and credit deterioration, as applicable. Conduct annual reviews of loans and identify any risk rating changes. Keeps apprised of industry related, political and regulatory issues to determine their impact on specific industries or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is responsible for determining the credit worthiness of the Borrower and recommending credit decisions to Credit Administration. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. HOW YOU'LL MAKE A DIFFERENCE Independently evaluates and structures lower complexity credit requests, including, but not limited to asset-based lending, term loans, and commercial real estate loans. Performs independent credit analysis and risk assessment of new and existing credit requests. Including, but not limited to, preparing analysis of financial statements, and various other third-party reports such as property appraisals. In conjunction with Relationship Manager, involved in drafting loan documents prepared by outside law firm or in-house counsel. Recommends credit actions by preparing the Credit Approval Report (“CAR”) which is submitted to Credit Administration for final decisioning. Works with Loan Administration team to obtain due diligence information needed to underwrite the credit request, perform risk rating reviews, and/or monitor covenant compliance and ticklers. Reviews the Letters of Interest (LOI) and insures consistency between the loan documents and the CAM. May make joint customer calls with RM to assess client's needs, business, and management team. Ensures compliance with all applicable regulations, policies and procedures. Keeps up with changes to banking regulation and completes bank training courses on‑line, and on time. Has intermediate knowledge of appraisals, borrowing base reports, and collateral exams. Completes Problem Loan Status Reports (PLSRs) with guidance from manager. Responsible for ongoing proactive and correct identification and monitoring of Risk Ratings for Borrowers under the Risk Rating Policies of the Bank. Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Performs other duties and projects as assigned. WHAT YOU'LL BRING Bachelor's degree in accounting, finance, economics or related field and/or related work experience. Formal credit training and/or Intermediate/Financial Accounting 1 and 2 preferred. Intermediate/Financial Accounting 1 and 2 needed. Work related experience should consist of a good to strong understanding of lending, specifically, cash flow and collateral analysis and loan structuring. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti‑Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Working knowledge of the Bank's Loan Policies and Standards. Strong skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook. Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. Effective organizational and time management skills. Exceptional oral, written and interpersonal communication skills. Analytical writing skills a must. Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments. Ability to comprehend and explain financial calculations and pricing alternatives. Ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed. Ability to deal with complex difficult problems involving multiple facets and variables in non‑standardized situations. Ability to work with little to no supervision while performing duties. HOW WE'LL SUPPORT YOU Financial Security: You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long‑term disability, pre‑tax Health Savings Account with employer contributions, and pre‑tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

Are you a licensed Realtor in North County San Diego who's tired of the income rollercoaster? We've built a model that helps Realtors earn stable, recurring income while continuing to sell homes. As a Portfolio Manager with Raintree Property Management, you'll partner with a growing local property management company to build a reliable income stream through managed rental properties all while keeping your independence as an agent. You'll earn a base monthly income plus commission from the properties you bring into management, and when one of those owners decides to sell, you'll keep a favorable commission split on the transaction. What You'll Do Build relationships with local property owners and investors. Introduce them to Raintree's management program and show how it protects and grows their investment. Maintain relationships with your managed portfolio for consistent recurring revenue. Continue representing clients on sales and purchases as opportunities arise. Who You Are Licensed California Realtor (required) Self-motivated and relationship-driven Strong communicator who enjoys connecting with people Based in or near North County San Diego (Carlsbad, Encinitas, Oceanside, Vista, San Marcos) Compensation & Benefits Independent contractor position with monthly recurring income + commissions Top performers typically earn $80,000-$120,000+ annually Full training and systems provided Flexible schedule and autonomy you control your income growth

The Senior Asset Manager (debt) will play a crucial role in managing and optimizing the portfolio of commercial real estate credit loans. This position requires a deep understanding of commercial real estate finance, covering commercial and multifamily assets. Key Responsibilities Manage and monitor the performance of the commercial real estate loan portfolio, ensuring alignment with company goals and risk parameters Conduct regular portfolio reviews and risk assessments, identifying potential issues and recommending mitigation strategies Collaborate with the underwriting team to evaluate new investment opportunities and their potential impact on the overall portfolio Develop and maintain financial models to analyze portfolio performance and project future outcomes Prepare detailed reports on portfolio performance for senior management and investors Work closely with asset management and origination teams to optimize portfolio returns and manage risk Monitor market trends and regulatory changes that may impact the portfolio or create new opportunities Assist in the development and implementation of portfolio management strategies and policies Qualifications Bachelor's degree in Finance, Real Estate, or related field; MBA or relevant master's degree preferred 7+ years of experience in real estate finance, with a focus on multifamily and commercial real estate sectors Strong exposure of bridge lending and structured finance Excellent analytical and financial modeling skills Fluency in Excel, financial analysis software, and portfolio management tools Strong problem-solving abilities and attention to detail Excellent written and verbal communication skills Ability to work effectively in a fast-paced, team-oriented environment Knowledge of real estate capital markets and investment strategies Familiarity with risk management practices in real estate lending

Work Arrangement: In‑office or Hybrid Typical Day in the Life As a Tax Senior Manager in our high‑net‑worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Senior Manager might include the following: Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non‑profit tax returns by required deadlines. Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied. Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes. Working with clients to create wealth transition plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. Interpreting and reviewing various legal documents in relation to estate and business succession planning. Performing technical research on individual, trust and estate planning and compliance matters for clients. Advising and coaching team members and providing consistent recognition and encouragement to team members. Managing client relationships by proactively seeking solutions that add value to the client experience. Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions. Who You Are You have a Bachelor's degree in Accounting and an active CPA license, law degree, or Enrolled Agent (EA) certification. You have 7+ years of experience in public accounting tax work including experience working with individual, fiduciary, gift and estate tax returns. You have a well‑rounded knowledge of tax accounting principles and IRS regulations. You have expertise in individual income tax and estate tax planning. You may have experience with flow‑through entities and private foundations. You enjoy keeping up‑to‑date on the ever‑changing tax industry's regulations and policies. You are an excellent communicator - your verbal and written communication skills are outstanding. You have experience developing business and networking. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation: $157,000‑$197,000 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources- a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #J-18808-Ljbffr

Senior Tax Manager - Strong Real Estate Partnership Experience 10+ years of experience Compensation: Base pay of $140-190k, plus overtime pay. The successful candidates for our tax associate and tax senior open positions will live in Orange County, commute to our office daily, and have experience using CCH Axcess Tax or CCH ProSystems as well as CCH Engagement. Experience with the following: Partnership Minimum Gain Recourse vs Nonrecourse Debt Allocations Interest Expense on Debt-Financed Distributions Form 8308 Sale or Exchange Reporting Section 754 Election, Section 743 Adjustments Section 163(j) Election Out Disguised Sale Rule Waterfall Allocations Targeted Capital Account Allocations Passive Activity Loss Rules Real Estate Professional Rules PTE Elective Tax Payments Qualified Business Income Rules QBIA with Step Ups via Inheritance CA Foreign Tax Withholding Superseding Returns Administrative Adjustment Requests QOFs Cost Seg Studies #J-18808-Ljbffr

Select how often (in days) to receive an alert: At Hyundai, we've rethought our business and created cars that combine performance, quality, design and innovation into a complete package. It's time you rethink what you expect from an employer. At Hyundai, we understand you're not just building a career - you're building a life. We believe in our people and realize that our success is a direct result of our commitment in offering you great opportunities for your career. If you would enjoy working in a dynamic environment and are looking for a chance to become part of a stellar team of professionals, we invite you to apply online today. WORK MODEL #LI-OnSite WHAT YOU WILL DO Lead federal tax compliance and reporting, oversee tax system administration, advise on strategic tax planning initiatives, and champion process enhancements through the adoption of modern productivity tools. As the Federal Tax Manager, you will play a critical leadership role in ensuring full compliance with U.S. federal tax regulations while driving operational excellence across tax reporting and research functions. This position oversees the preparation of federal income tax returns, manages specialized tax systems, and provides strategic guidance on emerging tax laws. You will collaborate with global stakeholders, represent the organization in dealings with tax authorities, and lead a high-performing team to deliver accurate, timely, and compliant tax solutions that support the company's financial integrity and growth. HOW YOU WILL MAKE AN IMPACT Oversee U.S. Federal Tax Compliance: Direct the accurate and timely preparation of federal income tax returns, ensuring full compliance with domestic and international tax regulations. Collaborate with affiliates and operating departments to meet all reporting deadlines. Provide Expert Tax Guidance: Conduct in-depth U.S. federal tax research, stay current on technical developments, and advise management on the financial and operational implications of new tax laws. Manage Tax Technology Systems: Serve as System Administrator for specialized tax software, including OneSource and Sage Fixed Assets, ensuring optimal functionality and data integrity. Coordinate Global Reporting: Prepare responses to information requests from the Korean parent company and manage outsourced U.S. tax reporting for Korean staff on U.S. assignments. Lead and Develop the Team: Mentor and guide the federal tax team, fostering a high-performance culture and supporting continuous professional growth. Oversee Procurement Activities: Authorize and initiate procurement processes, including purchase orders, NSRs, Logon, and GCSC requests. Represent the Organization: Handle correspondence with federal and state tax authorities regarding filings and account matters, ensuring compliance and resolution. Collaborate with External Partners: Lead communications and negotiations with external consultants to support tax-related initiatives and strategic projects. WHAT YOU WILL BRING TO THE ROLE Must be a high school graduate. Bachelor's degree, Accounting or Finance preferred. Eight or more years of experience of which at least five years of directly related experience in tax. Two or more years of supervisory experience desired. Financial institution and/or Big 4 CPA experience preferred. Proficiency with SAP preferred. CPA preferred. WHAT HYUNDAI CAN OFFER YOU Monthly Hyundai/Genesis vehicle lease allowance (including insurance and maintenance) Holiday Pay - the company shuts down with pay between Christmas and New Years. Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts 401(k) retirement plan with Employer Match Additional 401(K) Employer Enhanced Contribution program - eligible after 1 year of employment, in addition to the regular employer matching contribution Vacation and sick time off Employer-paid basic life and disability coverage, including Paid-Family Leave. Mental health, wellbeing, and employee assistance program Health advocate (support) Education Reimbursement program: Up to $5,250 per year for employees seeking higher education degrees. External Training and Development Programs Compensation Range: $107,800 - $154,000 annual base salary WHAT HAPPENS NEXT Express your interest by submitting an application. Once your application is received, our recruiting team will review your application to see if you meet the basic and preferred qualifications listed on the job description. For more information on our hiring process please visit our How We Hire page. OTHER DETAILS Our Company adheres to the equal employment opportunity guidelines set forth by federal, state and local laws. The information requested on this form is sought in good faith and will not be used to discriminate against the applicant based on race, religion or creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic characteristics, marital status, sex or gender (which includes pregnancy, childbirth, or related circumstances), gender identity, gender expression, age, citizenship, sexual orientation, family care or medical leave status, military and veteran status, political affiliation, or any other characteristic protected by federal, state and local laws. #J-18808-Ljbffr

A leading public accounting firm in Torrance, CA, seeks an Audit Senior Manager to lead assurance engagements and manage teams. This role involves mentoring staff, delivering high-quality audits, and serving as a key advisor to clients. The ideal candidate holds a CPA license, has 8+ years of experience in public accounting, and possesses strong technical and leadership skills. A collaborative culture and opportunities for career advancement are offered. Apply now to take your career to the next level. #J-18808-Ljbffr

A leading tax consultancy firm in California is seeking an experienced Senior Tax Manager to lead client relationships and manage tax department workflow. This role involves overseeing tax engagements, mentoring staff, and delivering high-quality tax services while ensuring compliance with U.S. tax laws. The ideal candidate will possess a Bachelor's degree in Accounting, CPA certification, and extensive experience in tax services. Competitive compensation between $180,000 and $260,000 is offered. #J-18808-Ljbffr

StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to offer a ticket to the millions of fans who browse our platform around the world. Paid Customer Acquisition Portfolio Manager StubHub is on a mission to redefine the live event experience on a global scale. Whether someone is looking to attend their first event or their hundredth, we're here to delight them all the way from the moment they start looking for a ticket until they step through the gate. The same goes for our sellers. From fans selling a single ticket to the promoters of a worldwide stadium tour, we want StubHub to be the safest, most convenient way to sell tickets to the millions of fans who browse our platform worldwide. Location: Hybrid (3 days in office / 2 days remote) - New York, NY, Santa Monica, CA, or Aliso Viejo, CA As a Paid Customer Acquisition Portfolio Manager, you'll lead and optimize StubHub's paid acquisition initiatives, driving strategic performance and influencing the full customer acquisition lifecycle. Your role extends beyond paid search as you leverage analytical insights, proactive strategies, and cross-team collaboration to identify opportunities, implement impactful improvements, and enhance overall customer experience from initial engagement through conversion. What You'll Do Manage and optimize performance for a strategic segment of StubHub's Google Search portfolio. Analyze campaign performance data, customer behavior, and market trends to proactively identify opportunities and execute impactful optimizations. Use AI and advanced analytical tools to prototype insights, analyses, and actionable strategies rapidly. Collaborate closely with Engineering, Data Science, Analytics, and Product teams to influence and implement customer experience improvements across StubHub's digital platforms. Develop and implement strategic initiatives aimed at enhancing customer acquisition and retention efficiency. Clearly communicate insights, strategic recommendations, and outcomes through concise, data-driven summaries and direct collaboration. What You've Done 2+ years of experience as an SEM Manager, Programmatic Ads Specialist, Paid Media Analyst, or similar analytical roles within digital marketing or marketplace growth. Strong analytical skills, with proficiency in SQL. Technical skills and experience with analyzing customer behavior on websites and mobile apps, including familiarity with attribution models and conversion optimization. Ability to synthesize complex data into strategic insights and effectively communicate recommendations across teams. Proven track record of driving measurable improvements through cross-functional influence, even without direct reporting relationships. Self-motivated and hands-on, capable of independently addressing challenges and proactively uncovering growth opportunities. Passionate, curious, and driven to deeply understand customer behaviors, marketplace dynamics, and performance drivers. Bonus Points Extensive experience managing paid customer acquisition at scale, including optimization strategies, budgeting, and performance management. Interest or experience in event ticketing, sports, music, or related marketplaces. Demonstrated ability to manage campaign performance within clear guidelines, balancing growth with cost efficiency. Skilled in developing quick analytical prototypes and dashboards to inform agile decision-making. Bachelor's degree in Marketing, Economics, Analytics, or a related quantitative discipline. What We Offer: Accelerated Growth Environment: An environment designed for swift skill and knowledge enhancement, where you have the autonomy to lead experiments and tests on a massive scale. Top Tier Compensation Package: Competitive base, equity, and upside that tracks with your impact. Flexible Time Off: Enjoy unlimited Flex Time Off, giving you the flexibility to manage your schedule and take time to recharge as needed. Comprehensive Benefits Package: Prioritize your well-being with a comprehensive benefits package, featuring 401k, and premium Health, Vision, and Dental Insurance options. The anticipated gross base pay range is below for this role. Actual compensation will vary depending on factors such as a candidate's qualifications, skills, experience, and competencies. Base annual salary is one component of StubHub's total compensation and competitive benefits package, which includes equity, 401(k), paid time off, paid parental leave, and comprehensive health benefits. Salary Range$150,000-$185,000 USDAbout Us StubHub is the world's leading marketplace to buy and sell tickets to any live event, anywhere. Through StubHub in North America and viagogo, our international platform, we service customers in 195 countries in 33 languages and 49 available currencies. With more than 300 million tickets available annually on our platform to events around the world -- from sports to music, comedy to dance, festivals to theater -- StubHub offers the safest, most convenient way to buy or sell tickets to the most memorable live experiences. Come join our team for a front-row seat to the action. For California Residents: California Job Applicant Privacy Notice found here We are an equal opportunity employer and value diversity on our team. We do not discriminate on the basis of race, color, religion, sex, national origin, gender, sexual orientation, age, disability, veteran status, or any other legally protected status.

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Junior Portfolio Manager to join our Investment Grade Fixed Income team in Newport Beach, CA. As a Junior Portfolio Manager, you'll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation through the development of tools, analytics, and market insights. How you'll help move us forward: Help develop and enhance existing portfolio management tools to improve senior PM investment decision-making, risk monitoring, and operational efficiency. Support the identification of investment grade credit opportunities by analyzing key market trends, trading relationships, and conducting relative value analysis. Assist in portfolio optimization by building and maintaining models and processes that support active management and risk oversight. Help collaborate with investment grade corporate credit analysts to aggregate and synthesize credit views for timely and actionable implementation of investment ideas. Prepare and present regular updates to the Portfolio Management team, highlighting relevant analysis in support of investment strategies and performance goals. Contribute to the continuous improvement of investment processes through innovation, automation, and cross-functional collaboration. The experience you bring: Minimum of 5 years of experience in investment management, trading, or a related analytical role within capital markets. Strong understanding of fixed income markets, portfolio construction principles, mathematical and statistical principals, and risk management concepts. Demonstrated ability to build and maintain analytical tools and dashboards to support investment decisions. Proficiency in Bloomberg, Power BI, VBA, and Python is required; experience with SQL or other data tools is a plus. Excellent communication skills, with the ability to clearly present complex data and insights to investment professionals. Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. Bachelor's degree in Finance, Mathematics, Economics, Engineering, Computer Science, or a related field; advanced degree or CFA progress is a plus. What makes you stand out: Direct experience within the investment grade credit market You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $148,230.00 - $181,170.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

The Enterprise Portfolio Manager is responsible for providing strategic support, oversight and execution of all technology and non-technology projects for the assigned business area. As a team leader, this role is responsible for providing oversight and tactical direction to team members as well as the development of individual team member's skill sets and capabilities. As a senior practitioner, this role is also responsible for day-to-day program/project management for key business initiatives as required. Key Responsibilities and Duties Oversees portfolio of projects for a specific business line/s, manages overall execution strategy and schedule, manages risks and issues and coordinates project resources. Performs executive level stakeholder management including development of strong partnerships with key business stakeholders and development and delivery of executive messaging/materials. Facilitates intake and prioritization of initiatives within the portfolio and partners with various stakeholders including technology and vendors to develop an agreed project roadmap. Oversees project financials and resource capacity plans across all business line initiatives and raises issues and develops action plans as needed. Contributes to the success of the EPMO team via regular input to the governance process, adherence to all policies and procedures. Tactically executes key initiatives by developing project plans in conjunction with key stakeholders, managing the development of key project deliverables, large cross functional team coordination and creating effective status reporting. Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team. Educational Requirements University (Degree) Preferred Minimum Requirements 5+ years of project/program management experience overseeing technology and non-technology initiatives, including financial tracking and resource planning. Proven ability to manage large, cross-functional teams and deliver complex projects within scope, schedule, and budget using SDLC or Agile methodologies. Preferred Requirements Banking or financial services experience, particularly in deposits, lending, or origination processes. Experience leading large-scale transformation programs, including modernization efforts such as mainframe-to-digital migrations or core banking system overhauls. Strong technical acumen-background in Computer Science, experience running technology implementations, managing software testing teams, and delivering system-level software implementations for financial institutions. Role Specific Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9PL

GF Industry and Infrastructure Flow Solutions, a division of GF, is the world's leading supplier of piping systems. We enable the safe and sustainable transport of fluids. Our business is driven by industry-leading sustainability levels, innovation through digital solutions and investment in a culture based on performance, learning and caring. If you're passionate about technology, sustainability, and global collaboration - you'll feel right at home with us. As Global Portfolio Manager - Microelectronics, you will lead the strategic product portfolio for the Semiconductor industry, focusing on ultra-pure water (UPW) applications. Your goal is to keep our offer competitive, differentiated, and aligned with customer needs. Collaborate with global Product Management teams to shape the product mix and roadmap, act as the key link to Sales, and turn market insights into actionable portfolio decisions. You will also manage selected Microelectronics products. This role is vital for translating market intelligence into priorities - driving long-term leadership and growth. Global Portfolio Manager - Microelectronics (m/f/d) Your tasks: * Define and refine the Microelectronics portfolio strategy based on customer needs, competitor analysis, and market trends * Prioritize competitive products in collaboration with Product Management teams and the Microelectronics organization * Align portfolio with global growth targets and innovation roadmap * Consolidate market insights and customer feedback into portfolio development plans * Support Sales and Marketing in communicating portfolio value to customers * Ensure portfolio decisions are embedded across the organization * Collaborate with R&D, Operations, and key departments to deliver strategic initiatives * Track portfolio performance (growth, margin, and competitiveness e.g.) * Identify gaps, risks, and opportunities to initiate corrective actions Your profile: * A bachelor's or master's degree in Engineering, Business Administration, or similar * Profound experiences in the microelectronics industry are key * 10+ years' experience in portfolio and/or product management, ideally in a B2B or engineering environment * Strong knowledge of market segmentation, product lifecycle, and strategic portfolio development * Skilled in navigating matrixed, multicultural environments * Excellent communication skills with the ability to translate technical concepts into customer value * Proven ability to influence senior stakeholders and collaborate effectively * Strategic thinker with strong decision-making and commercial acumen Your contact: René Paparusso Team Lead Talent Acquisition Management Switzerland Phone: +41 52 547 10 79 ****************************************************** Georg Fischer Rohrleitungssysteme AG Ebnatstrasse 111 8201 Schaffhausen Schweiz ******************** Contact person: René Paparusso Talent Acquisition Manager ******************************* Please submit your application via the 'Apply' button. The recruiter's email is for enquiries only.

The Enterprise Portfolio Manager is responsible for providing strategic support, oversight and execution of all technology and non-technology projects for the assigned business area. As a team leader, this role is responsible for providing oversight and tactical direction to team members as well as the development of individual team member's skill sets and capabilities. As a senior practitioner, this role is also responsible for day-to-day program/project management for key business initiatives as required. Key Responsibilities and Duties Oversees portfolio of projects for a specific business line/s, manages overall execution strategy and schedule, manages risks and issues and coordinates project resources. Performs executive level stakeholder management including development of strong partnerships with key business stakeholders and development and delivery of executive messaging/materials. Facilitates intake and prioritization of initiatives within the portfolio and partners with various stakeholders including technology and vendors to develop an agreed project roadmap. Oversees project financials and resource capacity plans across all business line initiatives and raises issues and develops action plans as needed. Contributes to the success of the EPMO team via regular input to the governance process, adherence to all policies and procedures. Tactically executes key initiatives by developing project plans in conjunction with key stakeholders, managing the development of key project deliverables, large cross functional team coordination and creating effective status reporting. Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team. Educational Requirements University (Degree) Preferred Minimum Requirements 5+ years of project/program management experience overseeing technology and non-technology initiatives, including financial tracking and resource planning. Proven ability to manage large, cross-functional teams and deliver complex projects within scope, schedule, and budget using SDLC or Agile methodologies. Preferred Requirements Banking or financial services experience, particularly in deposits, lending, or origination processes. Experience leading large-scale transformation programs, including modernization efforts such as mainframe-to-digital migrations or core banking system overhauls. Strong technical acumen-background in Computer Science, experience running technology implementations, managing software testing teams, and delivering system-level software implementations for financial institutions. Role Specific Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9PL

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. California Bank and Trust is looking for a Power Finance Portfolio Manager to work in our El Segundo or Los Angeles, CA office. This role is responsible for managing and servicing a portfolio of existing loan relationships Job Requirements: • Responsible for managing and servicing a portfolio of project finance loans primarily centered in the power industry (renewable energy, natural gas, electric transmission, etc.). • Responsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models. • The Portfolio Manager provides documentation review and closing support during the execution of new lending opportunities • Other responsibilities include maintaining various internal databases, handling reporting on loans such as past dues, documentation and collateral exceptions, risk grades, and portfolio profitability. • May assist bankers on the originations team with new loan requests. Attends industry conferences, site visits, and other related events. • Acts as the primary point of contact on closed loans and works directly with clients to resolve any pending issues. Works alongside middle office and loan operations to service our client's needs. • Applies all applicable credit policies and procedures to the execution of the risk management process. Works under limited direction and independently determines & develops solutions to a variety of issues that may arise. • Assists senior bankers with the mentoring and training of a team of associates and credit analysts. • Ability to work independently with limited supervision. • Other special projects as assigned. Can also be filled at Portfolio Manager III which requires at least 5 years banking experience. Minimum Job Qualifications: • Requires a bachelor's degree in Finance, Accounting, Business, Economics or related field. 8+ years of banking experience in relationship management, underwriting, and/or credit/portfolio management. • Must have experience in project finance, structured finance, or commercial real estate finance. • Advanced knowledge of various types of loans, credit analysis, spreading (and spreading software) and analyzing financial statements, risk analysis, loan documentation, etc. • Advanced knowledge of banking products, services, policies, procedures and regulations. • Excellent credit skills in underwriting including financial statement analysis, financial modeling, and valuation. • Requires excellent customer service, relationship, organizational, analytical and creative problem-solving skills. • Ability to meet deadlines. • Must have excellent communications skills, both verbal and written. • Knowledge of various software applications including Word, Excel, PowerPoint, Moody's Risk Analyst, S&P/Capital IQ, and Teams. Benefits: Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! 401(k) plan, competitive compensation in line with work experience. Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within Tuition Reimbursement for qualifying employees Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. This position is eligible to earn a base salary in the range of $150,000 - $190,000 annually depending on job-related factors such as level of experience.

Preferred Experience includes: managing, directing, and implementing operational strategies and objectives for a portfolio of Market Rate and Rent Controlled properties to ensure the achievement of property and organizational goals; developing and controlling a budget, assuring that operations are fiscally sound; assisting with the development and implementation of organizational policies and procedures related to property management; ensuring the physical assets assigned are maintained according to the organization's standards; maintaining an acceptable occupancy level established by the organization; maintaining clean buildings and grounds; recruiting, training, developing and supervising the on‐site property staff; interacting with vendors; the community, at‐large; and the residents; assisting senior management and other managers with special projects and other related work. Essential Functions: Financial • Prepare annual operating and capital budgets, review financial statements/reports, and prepare monthly variance reports • Responsible for the accurate and timely establishment of rent levels as approved by senior management, the timely collection and deposit of all rental and other payments due from residents, and the taking of corrective and/or legal action as required to obtain collections • Responsible for ensuring implementation of annual rent increases Maintenance • Responsible for the implementation and reporting of all maintenance policies, plans, and procedures, including, but not limited to, work order systems, purchase order systems, preventive maintenance systems, inventory control, and the turnover process • Work with maintenance staff to resolve maintenance issues • Create short and long range plans for correction of deficiencies and for normal maintenance of the properties • Conduct routine meetings (at least monthly) with the maintenance staff Marketing • Responsible for maintaining budgeted occupancy goals • Responsible for the accurate and timely submission of marketing reports, and for maintaining current comparable studies • Make recommendations to improve marketing and leasing programs • Demonstrate a comprehensive understanding of the competition, general market area, and product knowledge • Supervise and participate in the Leasing and Renewal Programs • Conduct monthly meetings with the site level administrative staff • Inspect properties in portfolio to ensure the highest standards are maintained; evaluate effectiveness and efficiency of maintenance, grounds, and housekeeping operations; conduct periodical inspection of vacant apartments for market‐ready condition Personnel • Participate in the hiring, promotion, termination and transfer of site personnel, including the timely submission of all required paperwork • Ensure appropriate staff development and/or training is provided,( including his/her own) and that all staff is aware and correctly implements the fair housing/ employment laws, safety rules and regulations, and other company and governmental policies and procedures • Hire, train, supervise, develop, and terminate the employment of those supervised in accordance with company policies and directives; perform timely performance evaluations on employees • Assist Property Managers with site‐level employees; approve all new hires, status changes, and terminations for on‐site personnel in coordination with Human Resources and senior management Job Requirements: • Education- B.A/B.S. Undergraduate degree preferred but not required • Must have at least 3-5 years of supervisory experience in the area of Property Management and Rent Control • Proficient in Excel, MS Office and Yardi Voyager. • Job requires oversight of multiple properties. Candidate must be willing to travel locally • Valid driver's license and reliable transportation • Experience in property budget preparation is required • Demonstrated experience in problem identification, analysis, recommendation of options and development of logical and workable solutions Competitive Salary $100,000 to $105,000k DOE, 401k, Health and Dental Benefits

Job DescriptionActively seeking an experienced Commercial Loan Portfolio Manager to: Participate with the Commercial Lender in meetings with the client or prospect at either the customer's place of business or at the bank offices. Assist the Commercial Lender by maintaining any CRM or Pipeline Reports, and assist in other sales management reporting. Attend internal sales meetings in support of business development activities. Support the Commercial Lender in client and prospect meetings. Assist the Commercial Lender to assure that all relevant information is provided to the credit department in a timely and efficient manner so that all credits can be appropriately underwritten and decisions can be made for our customers in a expeditious manner. Assist the Commercial Lender by working jointly with the credit department to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk. Assist the Commercial Lender by working independently with the centralized Loan Documentation staff to request all required documentation for the loan, to include documentation in regards to participated loans. Assist the Commercial Lender by conducting loan closings and monitoring the portfolio Assist the Commercial Lender by scheduling, attending, and participating in the Lender Annual Review, including an update of collateral valuations. Be actively involved in community activities that will promote the bank and/or assist in business development. Job Requirements 5+ years of C&I and CRE loan underwriting/portfolio management experience Bachelor's degree in business, accounting or equivalent training and experience(preferred) Knowledge of commercial credit products, concepts, processes, and functions Knowledge of business management and planning tools, including financial statements and ratios, budgets, inventory and accounts receivable turnover Ability to analyze and interpret financial statements, business reports and legal documents Knowledge of applicable federal/state banking regulations Effective math skills, including ratios, percentages, interest and amortization Good judgment and problem solving skills For further consideration towards this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.

SUMMARYWith direction and supervision from department head, provides direct support to Relationship Manager(s) to develop and analyze all relevant credit information pertaining to commercial real estate loans. Prepares, or assists in the preparation of Credit Authorizations in accordance with the Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third party analysis. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements, and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES Interacts directly with relationship managers, loan officers and customers/prospects regarding a wide range of loans. Maintains an assigned/delegate loan portfolio as the primary relationship officer. Must prepare accurate financial statement spreadsheets and debt service analysis derived from business and personal accurate Credit Authorizations in conjunction with loan officers, and presents a complete and thorough analysis financial statements and tax returns. Prepares of existing and potential borrowers. Recognize and act on customer prospects; cross sell opportunities with existing customers. Make proper referral of loan opportunities to lending personnel. Interacts independently and without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis. Reviews loan agreement covenants for verification of the borrower's compliance thereto. Accurately prepares financial projections as required. Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process. Collects industry information relevant to existing and proposed borrowers using internal & external sources. Consults with relationship manager(s), loan officer(s), the Chief Lending Officer, and other Credit Administration officers on credit structure, pricing, collateral and other credit consideration issues. Works with clients in regards to past due payments/loan maturities. Conducts trade and reference checks on customers/prospects. Reviews documentation to ensure compliance with Bank policy and procedures. ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Performs any other duties that may be assigned by warehouse manager Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS A Bachelor's degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Strong, intermediate knowledge of accounting principles, tax return analysis and analytical interpretation of balance sheet and income statement analysis and cash flow. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Strong working knowledge of Microsoft Word and Excel and other financial analysis software programs. Intermediate working knowledge of loan documentation. Must be able to handle a strong volume of work flow from various sources. Ability to maintain confidentiality of all bank and client information. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

*Portfolio Manager II - Middle Market, Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.). *Role:* Underwrite and manage cash-flow and asset-based loans ≥$25.0 million for the national Food & Beverage ("F&B") platform across the sponsor and strategic channels. Target Borrower profiles, both private and public, have EBITDA >$10.0 million and Revenue >$100.0 million. Structures typically include revolvers, term loans, delayed draw term loans, and CAPEX lines across multiple product lines. Transaction types typically include leveraged buyouts, management buyouts, refinances, growth capital, recapitalizations, add-on acquisitions, etc. *Underwriting:* Lead or support due diligence efforts as Agent or Participant for Borrowers across the F&B value chain (i.e. manufacturers, processors distributors, grocers, etc.). Core competencies include historical and projected financial statement analysis, dynamic 3-statement financial modeling, credit memorandum preparation, legal documentation and loan closing. Focus areas often include commodity/labor/freight management, customer and supplier terms, capital intensity and utilization, product/channel/customer/supplier stratification, food safety, etc. *Portfolio Monitoring:* Manage a portfolio of Borrowers across multiple F&B subsectors with various structures, roles, commitments and risk ratings. Perform monthly/quarterly and annual reviews covering financial performance, risk ratings, capacity to repay, covenants, etc. Evaluate credit requests to assess creditworthiness, prepare the corresponding approval memorandums, and document waivers/consents/amendments, as applicable. Focus areas often include same-store sales, input costs, consumer demand, tariffs, inflation, etc. WHAT WILL YOU DO? * Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. * Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. * Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree in Finance, Business, or related field * Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Intermediate analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-JO1 \#GD-JO \#CA-JO

The Portfolio Manager ("Manager") oversees a portfolio of Commercial Property Owner Association accounts in the assigned territories to ensure business is executed in a timely and accurate manner, in accordance with Association governing documents, Board policies, MarWest policies and procedures, Civil Code and other applicable regulations. A successful Manager is a self-accountable, well-organized, ethical, professional, proactive person who takes pride in the appearance of the property and enjoys building relationships with boards of directors, owners, and tenants. The Manager creates a strong client relationship and is responsible for understanding and meeting client expectations. Manager's remain service-oriented, manage and execute on daily tasks in a prompt manner, are accessible and accountable. Manager's receive support from other Accounting Staff, Regional Leaders, IT, HR and Senior Leadership. Compensation: $75-80k FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future. Job Responsibilities: The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty. * Understanding of all property governing documents (Governing documents, Rules, etc.) and ensure all requirements are followed. * Quickly gain a working knowledge of MarWest systems and networks (including Avid, Jenark, ADP, etc.), and assimilate standard operating policies and procedures. * Proactive inspection of landscape and other common amenities and timely execution of necessary repair and maintenance activities in accordance with our management agreement * Respond in a timely fashion to owner/tenant requests for maintenance or compliance issues, or architectural change approvals. * Gather detailed bids for major non-recurring projects, or for requested changes in recurring vendor contracts. * Strong written communication skills are required, including the ability to create professional emails in a timely manner, draft memos and letters to owners, etc. * Oversee capital improvement projects at the direction of the Board and in adherence with company policy. * Monitor the financial position of the association and present financials, budgets, etc. to the Board and clients in order to promote the well being of the association. * Create and operate within budgets approved by the Board of Directors. * Assess and monitor property needs: identify opportunities for improved communication or service delivery methods. Implement programs or improvements. * Must be able to confidently, professionally and clearly run client-facing meetings * Must have reliable transportation and be able to drive to various associations, etc. * Other duties as assigned. Skills & Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. * Strong written and verbal communication skills. * Must be an "active" listener who can anticipate issues and drive for mutually satisfactory resolutions. * Working knowledge of Microsoft Applications, especially Word, Excel and Teams. * Candidate must be able to efficiently work using a computer including various programs * Service oriented mindset, with multi-tasking abilities and flexible, resilient attitude. * Must be able to instill confidence in board members and owners by being prepared and knowledgeable. * Must be able to deal with conflict and work well under pressure Education & Experience: * Minimum 2 years experience as a commercial property manager or association manager. * California Real Estate License a plus * Bachelor's degree is preferred Physical Requirements & Working Environment: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Must be able to lift 25 lbs. * Must be able to sit for extended periods of time. * Must be able to stand for extended periods of time. * Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business. * Must have finger dexterity for typing/using a keyboard. * Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks in uneven areas. * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs. Tools & Equipment Used: * Valid Driver's License and State Mandated Vehicle Insurance * Standard Office Equipment Travel: * Must be able to drive to various portfolio locations * Our headquarters are in Irvine; annual celebrations and company events will take place in and around Irvine. What We Offer: * Medical, dental, and vision plans (full time and part time 30+ hours) * Part time 20+ hours qualify for dental and vision * 401K match * Time off including vacation, sick, and company paid holidays * Pet insurance available * Tuition reimbursement * Legal services * Free emotional wellbeing and daily life assistance support for all associates * Domestic partner coverage * Health savings account * Flexible spending account About Us: FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada. Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development. Disclaimer: The above information in 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. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time. FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws. All offers of employment with FirstService Residential are contingent upon a satisfactory background check. Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics. Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company. Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel national_****************************. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_****************************; we will respond in accordance with Local Law 144, within 30 days.