Portfolio manager jobs in Apollo Beach, FL - 304 jobs

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 5 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader: Individual income tax planning; Financial planning; Wealth transfer planning; Business succession planning or trust and estate work; and, Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and, Preparing and/or coordinating complex written and verbal materials. Supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

Details This is Full-Time Benefit Eligible position working 80 hours per biweekly pay period. Shift: Monday - Friday Annual Salary: Min $73,840.00 Mid $92,310.40 Position Summary Investigates and resolves incidents and grievances; secures evidence; creates and documents investigative files; resolves disputes/claims with patient and/or family members; resolves facility risk related issues; facilitates corrective action plans; trends and analyzes risk reports; assists with managing risk management incident reporting software, including the safekeeping of Patient Safety Work Product via the Patient Safety Organization. Initiates reports to insurance carrier and regulatory agencies; assesses damages and injury for claims, answers interrogatories and request to produce for claims, prepares staff for depositions and trials, and manages and coordinates claims with defense counsel. Identifies opportunities for the improvement of quality, safety and cost, as well as patient, customer, and employee satisfaction. Position Responsibilities People At The Heart Of All That We Do Fosters an inclusive and engaged environment through teamwork and collaboration. Ensures patients and families have the best possible experiences across the continuum of care. Communicates appropriately with patients, families, team members, and our community in a manner that treasures all people as uniquely created. Safety And Performance Improvement Behaves in a mindful manner focused on self, patient, visitor, and team safety. Demonstrates accountability and commitment to quality work. Participates actively in process improvement and adoption of standard work. Stewardship Demonstrates responsible use of LRH's resources including people, finances, equipment and facilities. Knows and adheres to organizational and department policies and procedures. Standard Work Duties: Healthcare Risk Manager Investigates and resolves incidents and grievances (including sexual misconduct allegations, and reports to appropriate regulatory agencies, when required); creates and documents investigative files; resolves disputes/claims with patient and/or family members; resolves facility risk related issues. Monitors and manages legal claims with defense counsel, sets reserves, interviews person(s) involved in claims, assists with depositions and trials, answers interrogatories. Assists with developing educational programs and learning modules for orientation and ongoing education, as well as upon request by various departments regarding risk topics. Takes call evenings, nights, and holidays in rotation with other risk managers. Assists with developing and/or reviewing policies and Standard Work. Takes call evenings, nights, and holidays in rotation with other risk managers. Assists with developing and/or reviewing policies and Standard Work. Assists with managing Patient Safety Work Product via Patient Safety Organization Conducts Serious Incident meetings and Root Cause Analyses; provides clinical and/or risk expertise to requested committees and process reviews, as needed. Assists with managing risk management incident reporting software, including the safekeeping of Patient Safety Work Product via the Patient Safety Organization. Stewardship Demonstrates responsible use of LRH's resources including people, finances, equipment and facilities. Knows and adheres to organizational and department policies and procedures. People At The Heart Of All We Do Fosters an inclusive and engaged environment through teamwork and collaboration. Ensures patients and families have the best possible experiences across the continuum of care. Communicates appropriately with patients, families, team members, and our community in a manner that treasures all people as uniquely created. Guide Projects Using Acceptable Standards And ITIL Framework Safety And Performance Improvement Behaves in a mindful manner focused on self, patient, visitor, and team safety. Demonstrates accountability and commitment to quality work. Participates actively in process improvement and adoption of standard work. Competencies & Skills Essential: Excellent verbal and written communications, analytical ability, and computer literacy. Excellent presentation skills and organizational skills. Claims handling skills which include dealing with difficult people, and assessing damage. Excellent investigative skills. Maturity, ethics, and strong negotiating skill Conflict resolution skills Qualifications & Experience Essential: Bachelor Degree Nonessential: Master Degree Experience Essential: - Meets “Qualified Healthcare Risk Manager” competencies in accordance with Fla. Stat. 395.0197(2). - Staff RN experience (in lieu of Staff RN experience, a candidate with at least 5 years' experience within a Healthcare Risk Management Department coupled with CPHRM certification will be considered). Licenses Essential: Registered Nurse (in lieu of Registered Nurse license, a candidate with at least 5 years' experience within a Healthcare Risk Management Department coupled with CPHRM certification will be considered) Experience Preferred: Previous management Certifications Preferred: Certified Professional in Healthcare Risk Manager (CPHRM)

Responsibilities In addition to daily escrow officer duties, oversee day to day operations of the branch, daily activities and reporting. Provide guidance to the staff and be knowledgeable on company - escrow and title policies and procedures. Essential Duties and Responsibilities include the following. Other duties may be assigned. Adjust work load within the branch Assist staff with difficult transactions Review of branch invoices for payment Tracks and records employee's vacation and sick leave Review and approval of staff timesheets Develops escrow documents in accordance with established policies Maintains escrow records and acts as an escrow agent Draws and/or directs the processing of escrow instructions Facilitates the escrow process by performing a review of the preliminary report to: Confirm that transfer documents are consistent with the preliminary report, as authorized in the escrow instructions Confirm that escrow is in a position to cause the required policies of insurance to be issued Prepares write up for issuance of title insurance policies consistent with principals of escrow Reconciles between instructions and preliminary report with the Title Department and/or principals, and agents by obtaining modification of escrow instructions, assists principals to obtain releases of liens and other encumbrances as necessary Opens escrow transactions; develops and/or obtains the appropriate escrow documentation in accordance with policy and procedures and applicable state and federal regulations Confirms and implements the terms contained in escrow instructions involving the financing, sale or exchange of real property Regular and predictable attendance in the branch #LI-AJ3 Qualifications High School diploma or equivalent 3+ years related experience with directly handling escrow transactions as an escrow officer. Escrow Officer Certification from the Escrow Association or completion of escrow officer training program by a title company or bank is a plus. Intermediate to expert level of Microsoft Office suite Ability to provide leadership and be a mentor to the escrow team Ability to evaluate performance Ability to provide guidance and problem solve when employee issues arise Demonstrate a clear understanding of the principles of title and escrow process and procedures Overview Are you looking for an incredible career opportunity? Then Meritage Homes is the place for you! From the homes we build to the careers we offer, we are focused on delivering a Life.Built.Better.. Meritage is committed to building energy-efficient and affordable entry-level and first move-up homes across the US. We are looking for candidates who are excited about furthering their careers, as well as bringing their authentic self every day to be part of an inclusive organization. Meritage was certified a Great Place To Work for a second year in a row, and is currently ranked on Fortune's Best Workplaces listings in the categories of Construction, Women and Parents. Meritage has delivered over 200,000 homes in its 40-year history, and has a reputation for its distinctive style, quality construction, and award-winning customer experience. Meritage is looking for professionals who are self-starters and want to help our organization grow by providing new and innovative ideas. When joining Meritage Homes, you and your career can benefit in several ways, including: A work environment that encourages creativity and innovative ideas from every level An organization that lives by its core values everyday Team atmosphere where every individual is considered a vital asset State of the art technology to provide an optimal working environment A competitive pay structure Strong benefits Flexibility in work-life integration Team-oriented environment where all individuals play an integral role in the company Opportunity to further your career in a growing national organization Maintain a competitive drive to be the best

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team. KPMG is currently seeking a Manager, Portfolio Management to join our Digital Nexus organization. This is a hybrid work opportunity. Responsibilities: * Build and maintain a portfolio management framework that aligns with the organization's strategic goals and objectives; work closely with the Client Success Director to identify and prioritize technology programs and projects that support the clients' goals and objectives * Collaborate with business stakeholders to understand their portfolio needs and translate them into improvements in the portfolio and program management methodology; provide guidance and support to project team members; conduct quarterly and annual planning with the business stakeholders to schedule and prioritize their program and project needs * Monitor and report on the progress of technology programs and projects within the portfolio, ensuring they are delivered on time, within budget, and to the required quality standards; help to manage the portfolio budget, ensuring that resources are allocated effectively and efficiently; track value realization for our clients * Develop and maintain relationships with key stakeholders, including business leaders, project sponsors, and technology vendors; identify and manage risks and issues within the portfolio, ensuring that appropriate mitigation strategies are in place * Communicate program status and risks to stakeholders and senior management, highlighting any areas of concern or opportunity for improvement; collaborate with program and project managers and support resources to ensure timely updates are available; own and be accountable to prioritize and complete deliverables to meet the standards of senior leadership * Provide governance and management of the intake pipeline and act as primary partner for the Customer Success Directors to capture, structure, align and plan business intake and match this intake with the IT supply functions' capacity; ensure consistent capturing and prioritization of the demand towards IT and regular alignment and prioritization of demand; drive quarterly and annual planning with the clients, in conjunction with the Client Success Directors * Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: * Minimum five years of recent experience in portfolio management in a technology environment * Bachelor's degree from an accredited college or university in technology, business, finance or related field is preferred; minimum of a high school diploma or GED is required * Deep understanding of project management methodologies and tools; excellent influencing, negotiation, communication and stakeholder management skills; able to work collaboratively with cross-functional teams and manage multiple priorities * Possess a service-oriented mindset with the ability to see the customer's point of view; strong analytical and problem-solving skills; solid experience with ServiceNow Strategic Portfolio Management (SPM), PowerBI, and Excel * Experience with AI and prompt engineering preferred; Experience with ServiceNow Strategic Portfolio Management (SPM) is preferred * Must be able to prioritize, delegate and foster the development of high-performance teams to lead/support an environment driven by customer service and teamwork; Ability to work independently and as part of a team * Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) 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: ********************************************************************** 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.

Financial Portfolio Manager I Pinellas County Housing Authority (PCHA) Pinellas County, FL | Full-Time, Exempt | Full Benefits If spreadsheets are your love language-and purpose matters-keep reading. The Pinellas County Housing Authority is hiring a Financial Portfolio Manager I to help manage the financial health of our housing portfolio, including Section 8 programs and grant-funded properties. This role sits at the intersection of finance, public service, and strategy. You'll work closely with the Director of Finance and property leadership to ensure our numbers are accurate, compliant, and telling the right story-because good decisions start with good data. What You'll Do (The Work That Actually Matters) Financial Management & Analysis Manage financial activities for assigned properties, including Section 8 and grants Prepare and review journal entries, invoices, accruals, and reconciliations Lead monthly close processes, including revenue and expense analysis Analyze balance sheets, general ledger accounts, and financial trends Budgeting, Forecasting & Reporting Prepare and monitor operating budgets and revisions Lead budgeting and forecasting for assigned portfolios Produce monthly, quarterly, and annual financial reports Provide clear financial insights to leadership, including the Board and Executive Team Cash, Banking & Compliance Project cash needs and assist with banking activities, wire transfers, and investments Prepare audit workpapers and REAC FDS reports for assigned properties Ensure compliance with GAAP, HUD requirements, and internal controls Collaboration & Support Serve as a financial partner to property managers and their teams Contribute to the Authority's broader goals and strategic initiatives Qualifications What We're Looking For Bachelor's degree in finance, accounting, public administration, business, or related field OR an Associate's degree in accounting with 10 years of accounting experience Strong knowledge of GAAP and public-sector accounting practices Advanced Excel skills (pivot tables don't scare you) Proven problem-solving ability Florida Class “E” driver's license and insurability Preferred Experience with Yardi Housing Authority, HUD, or public-sector finance experience Our Core Values (How We Work) At PCHA, technical skills get you in the door-values keep you here. Integrity - We steward public funds responsibly and ethically. Culture of Learning - We believe strong finance professionals never stop improving. Embracing Innovation - We welcome smarter tools, better processes, and fresh thinking. Accountability - We own our work, our deadlines, and our impact. Why PCHA? Mission-driven work that directly supports housing stability Stable public-sector environment with full benefits Exposure to complex portfolios, grants, and HUD programs A finance team that values accuracy and collaboration Ready to Apply? If you're analytical, organized, and want your financial expertise to make a real difference, we want to hear from you. Apply today and help strengthen the financial foundation of housing in Pinellas County. Pinellas County Housing Authority is an Equal Opportunity Employer.

Credit Portfolio Manager -Tampa, FL FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Tampa, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio. Why this opportunity? Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices Workplace: On-site in Tampa, FL Function: Loan portfolio management, credit analysis, and support of loan origination and renewal processes Requirements: 7+ years of experience in commercial credit or portfolio management Bachelor's degree required; preferably in Finance, Accounting, or Economics Proficiency in financial analysis, including global cash flow and credit risk evaluation Experience preparing credit packages and pricing models Familiarity with commercial lending structures, loan covenants, and underwriting standards Description: Evaluate loan requests and perform risk assessments for commercial borrowers and prospects Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions Conduct financial spreads, narrative preparation, and loan pricing analyses Complete credit presentations and coordinate loan closings and renewals Perform ongoing portfolio monitoring, including annual reviews and covenant compliance Stay informed on industry trends and sector-specific risks Ensure timely and accurate collection of financial documentation and compliance with internal policies

PRIMARY PURPOSE: The Portfolio Manager I supports the prioritization and progression of IT requests through USF's intake and governance processes. They contribute to maximizing impact by helping make work visible, supporting clarity, and reinforcing process quality. In this role, they assist in identifying and tracking valuable work, coordinating governance activities, and escalating issues that may block progress. They are learning to activate flow and decision-making by supporting experienced Portfolio Managers, while helping others improve the quality of requests and increase alignment to USF's strategic goals. This role is pivotal in enabling and operating lean-agile delivery, supporting the Agile Transformation Office's (ATO) efforts to provide agile training, coaching, tools, and governance. The position works closely with Product Managers and Release Train Engineers (RTEs) to enhance agile practices and align with SAFe principles. ORGANIZATIONAL SUMMARY: Located in the vibrant and diverse Tampa Bay region of Florida's gulf coast, the University of South Florida (USF) is a Preeminent State Research University with campuses in Tampa, St. Petersburg and Sarasota-Manatee. Rated as one of the top places to live in the U.S., Tampa Bay offers a high quality of life, year-round sunshine, and easy access to top-rated entertainment. USF is one of the nation's largest public universities, serving more than 50,000 students with an annual budget of $1.8 billon. Over the past five years, USF has been the fastest-rising university in the nation, public or private, on the U.S. News and World Report's list of best universities, which it ranks as the 44 th best public university in America. USF is proud to be an innovating partner within the Tampa Bay region, listed by Forbes as the top emerging tech city in the country. USF Information Technology (USF IT) provides technology services and support for the University of South Florida. The IT team, led by the Vice President and CIO, provides the following services: Administrative Services, Client Support, Communication Services, Teaching and Learning, Analytics and Reporting, Mobile and Web Services, Consulting Services, Cybersecurity Service and Research Technologies. For more information, please visit: Information Technology | University of South Florida (usf.edu) ADDITIONAL INFO FOR APPLICANTS: The selected candidate must have current work authorization in the United States. This position is not eligible for Visa Sponsorship. USF offers GREAT BENEFITS to full time employees!! Medical Insurance Dental Insurance Vision Insurance Paid Vacation Days Paid Sick Days 11 Paid Holidays Various Retirement Options, including 401K employer match Tuition Assistance (available for yourself, spouse, partner or dependent) For more information about your total compensation package and other USF benefits, please visit: Work at USF MINIMUM QUALIFICATIONS: Bachelor's degree in Business, Engineering, Computer Science, or an IT-related field, OR 4 years of IT or project management experience, or a combination of relevant experience and education. SOFT SKILLS: Communication Collaboration Organization PRIMARY JOB DUTIES: Flow Leadership: Ensures the consistent flow of requests by applying portfolio management standards with primary accountability for the process from request initiation through prioritization. Utilizes metrics in accordance with ATO standards (such as Flow Time) to keep requests consistently moving through the portfolio. Portfolio Governance: Ensures that requests meet standards based on governance as they enter and exit processes within the portfolio. Support facilitation of governance events (e.g., backlog reviews) and help document decisions and ensure resolution of action items. Coaching & Enablement: Provide coaching to support stakeholders of and roles involved in the processes for requests within the portfolio to be approved and prioritized. Maintain standardized documentation and templates for artifacts that are part of the processes to manage requests through the portfolio. Portfolio Reviews & Continuous Improvement: Prepare data and materials for Portfolio Reviews. Document key outcomes and help track follow-up actions. Support retrospective activities by gathering feedback and identifying minor improvements. Strategic Relationships & Communication: Maintain intake tracking systems and help prepare reports and status updates. Respond to stakeholder questions with timely updates under supervision. Performs other duties as assigned.

This position as portfolio manager is with a privately held global asset management firm where you will be provided a roster of high\-net\-worth clients with a specialized approach to private clients. The unique structure of this firm allows separation of sales and client service, so you don't have to wear the "many hats" of a typical Financial Advisor. The Opportunity: As a portfolio manager you are the contact for clients in the U.S. You will join the team of internal portfolio decision\-makers, research teams, client service associates, and sales professionals to give our clients the best service possible. This is a fee\-only fiduciary firm, so our compensation structure aligns with our clients' best interests without relying on commissions. The comprehensive training offers a finance and capital markets education to understand our firm's unique approach. Responsibilities: Build trusting relationships with our clients and educate them on our top\-down portfolio strategy, their investments and important market events. Connect with clients on a quarterly basis to review their asset allocation Rely on our sales team to gradually build your roster of high\-net\- clients within the first year. Qualifications: 3+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"638388676","FontFamily":"Tahoma, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"Work Experience","uitype":2,"value":"2\-3 years"},{"field Label":"Number of Positions","uitype":32,"value":"1"},{"field Label":"City","uitype":1,"value":"Tampa"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"33601"}],"header Name":"Portfolio Manager","widget Id":"378093000000072311","awli IntegId":"urn:li:organization:1411742","is JobBoard":"false","user Id":"378093000000130003","attach Arr":[],"awli ApiKey":"77gw3gb4ttl7ip","custom Template":"4","awli HashKey":"d6b560ee8d04f1cbfdfac6d30b1cf1fde534aa5c6f6221e1e1b7078ce6ac91fbf6898242998772b76f21a6be4c9b3c4e0278c6cfc19b5f68575884ad99d5452f","is CandidateLoginEnabled":false,"job Id":"378093000012361031","FontSize":"15","location":"Tampa","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"0ystidff581bf4b8e4a74850852e397978eba"}

Job DescriptionDescription: Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management, financial oversight, and administrative support. Job Summary: As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health. Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities. Requirements: Qualifications: Proficient in accounting software (experience with CINC is a plus). Strong attention to detail and accuracy in data entry. Excellent organizational and time-management skills. Effective communication and interpersonal skills. Ability to thrive in a fast-paced and collaborative environment. Education and Experience: High school diploma or equivalent 3+ years of relevant experience in property management. LCAM in the state of FL Driver's license Physical Requirements: Ability to sit or stand for extended periods while working on a computer or attending meetings. Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies. Frequent driving may be required to visit multiple communities and attend meetings. Ability to walk or navigate community grounds for property inspections or site visits. May need to climb stairs or access elevated areas during community evaluations or assessments. We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment. In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM). Basic Qualifications - Bachelor's degree, or equivalent work experience - 10 or more years of investment experience Preferred Skills/Experience - Thorough understanding of investment management - Strong knowledge of finance, economics and general business - Strong sales and relationship management/client services skills - Ability to effectively present investment strategies to high and ultra high net worth clients - Ability to make critical decisions independently - Excellent interpersonal and verbal and written communication skills Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $124,695.00 - $146,700.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

PRIMARY PURPOSE: The Portfolio Manager I supports the prioritization and progression of IT requests through USF's intake and governance processes. They contribute to maximizing impact by helping make work visible, supporting clarity, and reinforcing process quality. In this role, they assist in identifying and tracking valuable work, coordinating governance activities, and escalating issues that may block progress. They are learning to activate flow and decision-making by supporting experienced Portfolio Managers, while helping others improve the quality of requests and increase alignment to USF's strategic goals. This role is pivotal in enabling and operating lean-agile delivery, supporting the Agile Transformation Office's (ATO) efforts to provide agile training, coaching, tools, and governance. The position works closely with Product Managers and Release Train Engineers (RTEs) to enhance agile practices and align with SAFe principles. ORGANIZATIONAL SUMMARY: Located in the vibrant and diverse Tampa Bay region of Florida's gulf coast, the University of South Florida (USF) is a Preeminent State Research University with campuses in Tampa, St. Petersburg and Sarasota-Manatee. Rated as one of the top places to live in the U.S., Tampa Bay offers a high quality of life, year-round sunshine, and easy access to top-rated entertainment. USF is one of the nation's largest public universities, serving more than 50,000 students with an annual budget of $1.8 billon. Over the past five years, USF has been the fastest-rising university in the nation, public or private, on the U.S. News and World Report's list of best universities, which it ranks as the 44th best public university in America. USF is proud to be an innovating partner within the Tampa Bay region, listed by Forbes as the top emerging tech city in the country. USF Information Technology (USF IT) provides technology services and support for the University of South Florida. The IT team, led by the Vice President and CIO, provides the following services: Administrative Services, Client Support, Communication Services, Teaching and Learning, Analytics and Reporting, Mobile and Web Services, Consulting Services, Cybersecurity Service and Research Technologies. For more information, please visit: Information Technology | University of South Florida (usf.edu) ADDITIONAL INFO FOR APPLICANTS: The selected candidate must have current work authorization in the United States. This position is not eligible for Visa Sponsorship. USF offers GREAT BENEFITS to full time employees!! * Medical Insurance * Dental Insurance * Vision Insurance * Paid Vacation Days * Paid Sick Days * 11 Paid Holidays * Various Retirement Options, including 401K employer match * Tuition Assistance (available for yourself, spouse, partner or dependent) For more information about your total compensation package and other USF benefits, please visit: Work at USF Working at USF With approximately 16,000 employees, the University of South Florida is one of the largest employers in the Tampa Bay area. We are dedicated to cultivating a talented, engaged and driven workforce that strives to be bold. Employees excel in USF's rich academic environment, which fosters their development and advancement. In 2025, Forbes recognized USF as one of Florida's best large employers, ranked No. 1 among the state's 12 public universities. Our first-class benefits package includes medical, dental and life insurance plans, retirement plan options, employee and dependent tuition programs, generous leave, and hundreds of employee perks and discounts. About USF The University of South Florida is a top-ranked research university serving approximately 50,000 students from across the globe at campuses in Tampa, St. Petersburg, Sarasota-Manatee and USF Health. USF is recognized by U.S. News & World Report as a top 50 public university and the best value in Florida. U.S. News also ranks the USF Health Morsani College of Medicine as the No. 1 medical school in Florida and in the highest tier nationwide. USF is a member of the Association of American Universities (AAU), a group that includes only the top 3% of universities in the U.S. With an all-time high of $738 million in research funding in 2024 and as a top 20 public university for producing U.S. patents, USF uses innovation to transform lives and shape a better future. The university generates an annual economic impact of more than $6 billion. USF's Division I athletics teams compete in the American Athletic Conference. Learn more at ************ Compliance and Federal Notices This position may be subject to a Level 1 or Level 2 criminal background check. Applicants have rights under Federal Employment Laws: The University of South Florida is an equal opportunity employer that does not discriminate against any employee or applicant for employment based on any characteristic protected by law. The University maintains programs for protected veterans and individuals with disabilities in accordance with all applicable federal and state laws. Family and Medical Leave Act (FMLA) Applicants for USF employment are entitled to request reasonable accommodation(s) in the application process. A request is to be made at least five (5) working days prior to the time the accommodation(s) is needed. Visit the Central Human Resources ADA Accommodations webpage for more information on requesting an accommodation during the application/interview process. Equal Employment Opportunity The University of South Florida is an equal opportunity employer that does not discriminate against any employee or applicant for employment based on any characteristic protected by law. The University maintains affirmative action programs for protected veterans and individuals with disabilities in accordance with all applicable federal and state laws. This job description does not constitute an employment contract. The Portfolio Manager I supports the prioritization and progression of IT requests through USF's intake and governance processes. They contribute to maximizing impact by helping make work visible, supporting clarity, and reinforcing process quality. MINIMUM QUALIFICATIONS: Bachelor's degree in Business, Engineering, Computer Science, or an IT-related field, OR 4 years of IT or project management experience, or a combination of relevant experience and education. SOFT SKILLS: * Communication * Collaboration * Organization PRIMARY JOB DUTIES: * Flow Leadership: Ensures the consistent flow of requests by applying portfolio management standards with primary accountability for the process from request initiation through prioritization. Utilizes metrics in accordance with ATO standards (such as Flow Time) to keep requests consistently moving through the portfolio. * Portfolio Governance: Ensures that requests meet standards based on governance as they enter and exit processes within the portfolio. Support facilitation of governance events (e.g., backlog reviews) and help document decisions and ensure resolution of action items. * Coaching & Enablement: Provide coaching to support stakeholders of and roles involved in the processes for requests within the portfolio to be approved and prioritized. Maintain standardized documentation and templates for artifacts that are part of the processes to manage requests through the portfolio. * Portfolio Reviews & Continuous Improvement: Prepare data and materials for Portfolio Reviews. Document key outcomes and help track follow-up actions. Support retrospective activities by gathering feedback and identifying minor improvements. * Strategic Relationships & Communication: Maintain intake tracking systems and help prepare reports and status updates. Respond to stakeholder questions with timely updates under supervision. * Performs other duties as assigned.

Job DescriptionPosition Responsibilities Primary focus on Senior Housing assets in Tampa, FL with expansion to other markets in future Support Lab and Outpatient Medical Assets as needed Technical expertise Provide technical support to the property management and building engineers Conduct property condition assessments on a regular schedule for portfolio properties and during due diligence as needed Review preventative maintenance performance to drive improvements and identify capital needs Provide project management oversight and act as owner's representative to ensure capital is deployed as effectively as possible Provide regular project updates Manage project execution inclusive of tenant improvement projects Attend key milestone meetings Drive key decisions and course corrections Project management and cost analysis Evaluate and identify opportunities to improve property value through reducing utility consumption or otherwise reducing operating expenses Responsible for the development and execution of portfolio capital strategy Ensure technical capability of portfolio increases through vendor partnerships and training Manage insurance claims on behalf of the owner Collaborate with facility operators to develop and execute remediation plans Coordinate with remediation contractors on key technical and operational decisions Liaise with insurance adjusters and representatives to ensure accurate documentation and alignment throughout the claims process Budgeting and Forecasting Participate in preparation of annual capital budgets, tracking of monthly capital spend, and monthly capital forecasting by coordinating and communicating closely with property management and leasing teams Responsible for tracking year-to-date progress of capital spend Communication Communicate with property management team and operators on an ongoing basis Oversee and provide guidance to operators and third-party providers Lead preparation and emergency response to all portfolio emergencies including natural disasters Provide support for emergency communications and tracking material incidents and status of owned properties during natural disasters. Collaborate with asset management and operating partners on portfolio strategy Collaborate with peers across multiple portfolios to identify best practices and opportunities for improvement across property types Other Responsibilities Lead portfolio sustainability plans and execution Involvement in special initiatives requiring presentations to key stakeholders Reviewing contracts and providing input for legal review Build relationships with key vendors Position Requirements: Bachelor's Degree in Mechanical, Electrical, Civil Engineering, Construction Management or Architectural preferred At least 4 years of work experience in mechanical engineering, building design, construction management, project management, architecture field or closely related facility management environment Experience in capital planning and cost estimating Superior verbal and written communication skills, strong interpersonal skills Staff management experience a plus Strong research skills and ability to source a solution/option quickly when presented with a challenge Adept at managing multiple priorities and tasks concurrently with limited oversight Advanced Excel skills and working knowledge of Microsoft Office Suite - Word, PowerPoint, and Outlook Strong analytical and problem-solving skills with the ability to work in a fast paced, high-volume environment Demonstrate excellent organizational skills and attention to detail Demonstrate an understanding of finance and real estate concepts Ability to solve problems and facilitate creative solutions Drive process improvement Ability to safely climb and descend vertical ladders, navigate difficult terrain and tight spaces such as attics, building rooftops, or crawl spaces if deemed safe and necessary, and walk 5-10 miles per day without issue Ability to work efficiently remotely and communicate effectively while traveling; ability to work well independently and in team/group environments Travel as necessary up to 30% Powered by JazzHR 1YNHDGN0Ke

We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise , we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** You are: A manager with deep experience in Digital Asset Management (DAM) to lead client engagements and guide our clients through improving how they store, govern, and activate digital assets. This role blends consulting, project leadership, requirements definition, and hands-on DAM expertise. Responsibilities: Client & Project Leadership + Lead DAM engagements from discovery through implementation and rollout. + Run workshops to understand client challenges, content workflows, and current pain points. + Translate business needs into clear requirements and recommendations. + Present solutions and progress updates to senior stakeholders. + Manage timelines, risks, deliverables, and multi-disciplinary project teams. DAM Strategy & Implementation + Define requirements for metadata, taxonomy, asset types, permissions, and workflows. + Develop content lifecycle processes (ingestion, review, approval, archive). + Build governance guidelines and future-state operating models. + Partner with DAM vendors and internal technical teams during configuration and deployment. + Oversee asset migration planning, mapping, and quality checks. Platform Knowledge + Experience with major DAM platforms: Adobe AEM Assets (preferred), Bynder, Aprimo, Acquia DAM (Widen) + Ability to compare platforms and recommend the best fit is a plus. Taxonomy, Metadata & Governance + Create taxonomy structures aligned to client brands, products, audiences, campaigns, and usage rights. + Develop metadata frameworks and controlled vocabularies. + Set up governance models to ensure long-term consistency and adoption. Integrations & Technical Understanding + Understand how DAM connects with CMS, PIM, CRM, MRM, ecommerce, and creative tools. + Work with architects and developers on integration patterns, APIs, and connectors. + Ensure integrations meet business and workflow needs. AI & Automation (a plus) + Stay current on AI/ML capabilities for auto-tagging and content classification. + Advise clients on when and how to leverage AI for improved search, tagging, and asset management. + Help define tagging confidence thresholds and related governance. Basic Qualifications: + 7+ years experience in Digital Asset Management, content operations, and marketing technology, including: + Strong background in taxonomy, metadata modeling, and governance. + Hands-on experience with one or more of AEM Assets, Bynder, Aprimo, Acquia DAM. Preferred Qualifications: + Proven ability to lead complex projects and facilitate executive-level conversations. + Solid understanding of integrations and content workflows. + Experience with AI-driven tagging or similar technologies is a plus. + Consulting experience preferred. 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 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 $266,300 Cleveland $87,400 to $213,000 Colorado $94,400 to $230,000 District of Columbia $100,500 to $245,000 Illinois $87,400 to $230,000 Maryland $94,400 to $230,000 Massachusetts $94,400 to $245,000 Minnesota $94,400 to $230,000 New York/New Jersey $87,400 to $266,300 Washington $100,500 to $245,000 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 such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. 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. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. 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. Further, at Accenture a criminal conviction history is not an absolute bar to employment. 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. California requires additional notifications for applicants and employees. 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We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

The Special Assets Manager is responsible for overseeing credits that present an unacceptable level of risk to the bank and for providing strategic direction to ensure the best possible outcomes while minimizing loss. In this role, the manager works closely with the Board of Directors, Executive Management, the Credit Department, and Internal Audit, while also engaging with external professionals such as attorneys and real estate appraisers. The position requires exceptional diplomacy and tact, particularly when dealing directly with borrowers in high‑stress situations, as well as the ability to balance firm decision‑making with constructive relationship management. A strong working knowledge of collateral perfection, collection laws, and foreclosure processes is essential, enabling the manager to safeguard the bank's interests while navigating complex credit challenges with sound judgment and strategic vision. Primary Duties and Responsibilities Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction. Develops and/or recommends strategies for improving the Bank's position with credits that are not performing or are at risk of not performing, to include an analysis of available cash flow to service debt, value of collateral, accuracy and completeness of loan documentation, adequacy of reserves on credits under management, and the restructuring or collection of credits managed by Special Assets. Maintains records of restructuring or collection and reporting same to Executive Management at regularly scheduled meetings and to the Board as deemed appropriate. Works closely with outside professionals to determine value of collateral and best methods for disposition of assets obtained from credits that have defaulted. Knowledge of local market conditions and an understanding of collateral valuation methodologies is required. Works with clients and professionals on controlling the conversion of assets into cash. Requires a strong working knowledge of laws associated with collateral perfection, creditor's rights and ability to work with clients effectively in a collection situation. Ability to analyze adequacy of loan loss reserves, historical loan losses, and recommend Specific Reserves on credits managed by Special Assets. Works closely with the Accounting and Credit Administration areas of the Bank to ensure that write downs are handled promptly, as well as recommendations for charge-offs and charge downs. Coordinates the flow of pertinent information to Accounting and Credit Departments regarding revenue and expenses associated with the collection effort and management and disposition of assets owned by the Bank. Reviews with the Accounting Department and the Chief Credit Officer as to the proper accounting of loans going to ORE. Chairs Special Assets Committee and facilitates the agenda discussion. Maintains proper controls and reports on non-accruing loans and judgments obtained by Bank. Supervises Special Assets Assistant by delegating tasks, providing guidance, and ensuring accurate documentation of loan workout activities. Excellent written and verbal communication skills. Must be capable of functioning effectively with minimal guidance and able to meet deadlines. Consistently delivers outstanding client service with a friendly attitude. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications 5 years of Special Assets experience, preferably in banking or financial services. Bachelor's degree in finance, accounting, economics, or business administration or equivalent combination of education and experience. 3 years of credit underwriting experience, credit analysis, loan servicing, and collections. Experience handling problem loans, bankruptcies, foreclosures, and repossessions. 2 years of supervisory experience. Eligible for NMLS if needed. Proficient in Microsoft Office suite. Demonstrates superior communication ability, both orally and written; has good listening skills; communicates ideas clearly and credibly. Enjoys working in a collaborative environment. Adaptive, flexible, and comfortable with evolving and progressive change. Our Way Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work Make a meaningful difference in our community through our service and financial support Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators Benefits You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight: Eligibility for health, dental, vision, life and disability insurance coverages Retirement Plan - 401k with matching ESOP- Employee Stock Ownership Plan Time away from work - vacation time, sick time and holidays Paid parental leave Tuition Assistance Professional development opportunities THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER A DRUG FREE WORKPLACE E-VERIFY EMPLOYER

JobID: 210698662 JobSchedule: Full time JobShift: Day : J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. Job Responsibilities: * Monitor and analyze the progress of active account and book reviews, as well as staff productivity. * Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues. * Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment. * Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings. * Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members. * Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training. * Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts. * Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers. * Identify and escalate potential issues to appropriate parties for further action. * Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum. * Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff. Required Qualifications, Capabilities, and Skills: * Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments. * Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies. * Eagerness to engage directly with clients and advisors. * Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license. Additional licensing requirements must be met within 120 days of hire. * Competent knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices. * Strong critical thinking, analytical research, and quantitative skills with the ability to provide clear, concise, and timely resolution to issues. * Excellent written and verbal communication skills, including the ability to communicate with all levels of management. * Exceptional time management, risk analysis, proven judgment, problem-resolution and decision-making skills. * Ability to understand new investment products, Advisor/Banker compensation plans, and firm-wide policies and procedures to conduct reviews. * Ability to build relationships across business functions to obtain necessary information for conducting reviews. * Ability to travel 50% of the time. Preferred Qualifications, Capabilities, and Skills: * Bachelor's Degree preferred. * Experience as a Supervisory or Compliance professional preferred. * Advanced knowledge of FINRA, MSRB, and SEC rules and regulations. * Experience working alongside Advisors preferred. * Bilingual Spanish FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Prosperity Capital Partners, a high-performing real estate investment firm, is seeking a results-driven Asset Manager to join our growing team. This critical role demands a proactive leader with a proven ability to drive financial performance, oversee operational excellence, and manage multifaceted projects across a diverse real estate portfolio. The ideal candidate is highly analytical, a confident decision-maker, and skilled in identifying both risks and opportunities that impact asset value and profitability. You'll collaborate with on-site and regional teams, hold internal and external stakeholders accountable, and ensure strategic execution aligns with company standards and investment objectives. If you're eager to work in a fast-paced environment where you can make a direct impact on a growing $400M+ portfolio-with plans to double in the next 36 months-we invite you to join a company built on performance, growth, and value creation. Prosperity Capital Partners is a private equity firm located in Largo, FL of the Greater Tampa Bay area. In business for over 20 years, Prosperity believes in being forward-looking and creating a better future for our company, our investments, our investors, and the thousands of tenants and community members we impact at our multifamily assets. At Prosperity, the Asset Manager team is the lifeblood of our operations. This role is responsible for the analysis and financial management of a portfolio of multifamily properties located in the Southeast. Ideal candidates must possess and exemplify strong leadership skills, project management, and strong communication skills while maintaining a teamwork mindset. Our Asset Management teams oversees our assets through regular correspondence with internal and external team members, investors, our third-party on-site managers, regionals, corporate staff, and vendors, thus a teamwork mentality is crucial for this role. Our Asset Managers are responsible for implementing our company business plans at each asset, adhering to company standards, managing, and driving financial and operational property performance, reviewing monthly and annual financial performance. The AM team completes annual budget reviews and approvals compared to underwriting, manages capital improvements projects, lender and investor reporting and ensures achievement of overall financial goals for each location. Consistent assessment of each asset's performance and subsequent adjustments for improvement are part of the daily operational responsibilities for each Asset Manager. As we grow with acquisitions, we rely on the insight and input of our AM team as part of the evaluation process for new investments and underwriting. Thus, an ideal individual is one who has the ability to see the overall high-level financial picture and possesses the ability to pivot between macro-management of projects and micromanagement, as needed for performance and achievement. Our Asset Manager role requires someone who possesses strength in both written and verbal communication and computer skills, exemplifies the ability to take strong initiative, is well-organized, detail-oriented, and able to communicate clearly with individuals or groups. Prior experience in property management and property management operating systems is a necessity. This is an in-office position located in Largo, FL which is in the beautiful Greater Tampa Bay area and remote positions are not currently available. As we must inspect what we expect, this role does require up to 25% travel to assets based on the needs of the properties. We offer a competitive salary based on professional experience, benefits, and administrative and team support. If you're ready to join an active real estate team that can utilize your talents and help you establish a career with a fast-paced dynamic company, with room to grow, then we are looking forward to speaking with you! Manages company complexes according to investment preferences and goals Meets with the CEO to assess asset status, needs, risks, goals, and progress Prepares financial statements, business activity reports, monthly and quarterly investment summaries and forecasts Develops, organizes, and maintains assigned portfolios Studies sub-market trends to maximize profits and identify growth opportunities while identifying potential challenges Supervises employees who assist in financial reporting and budgeting Coordinates with third-party property managers, regionals, and other third-party vendors Fosters and maintains positive team relationships Assesses financials monthly Review financial reports to find opportunities to reduce costs and hit performance targets Compiles and presents asset management reports to clients, supervisors, and senior executives Contributes to team efforts by accomplishing related tasks as needed Minimum 3+ years in asset management, property operations, or real estate investment preferred Strong analytical and financial modeling skills with a demonstrated ability to drive asset performance Project management proficiency-able to prioritize, delegate, and lead initiatives to completion Excellent communication and leadership skills with the ability to influence cross-functional teams Track record of accountability, follow-through, and achieving measurable results High attention to detail, strong organizational skills, and a proactive, solutions-focused mindset Adept with excel financial reporting tools and property management software (Yardi experience is a plus)

This a privately held global asset management where you will be provided a roster of high\-net\-worth clients a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. The Opportunity: As a portfolio manager you are the contact for clients in the U.S. You will join the team of internal portfolio decision\-makers, research teams, client service associates, and sales professionals to give our clients the best service possible. This is a fee\-only fiduciary firm, so our compensation structure aligns with our clients' best interests without relying on commissions. The comprehensive training offers a finance and capital markets education to understand our firm's unique approach. Responsibilities: Build trusting relationships with our clients and educate them on our top\-down portfolio strategy, their investments and important market events. Connect with clients on a quarterly basis to review their asset allocation Rely on our sales team to gradually build your roster of high\-net\- clients within the first year. Qualifications: 3+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"638388676","FontFamily":"Tahoma, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"Work Experience","uitype":2,"value":"4\-5 years"},{"field Label":"Number of Positions","uitype":32,"value":"1"},{"field Label":"City","uitype":1,"value":"Tampa"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"33592"}],"header Name":"Portfolio Manager","widget Id":"378093000000072311","awli IntegId":"urn:li:organization:1411742","is JobBoard":"false","user Id":"378093000000130003","attach Arr":[],"awli ApiKey":"77gw3gb4ttl7ip","custom Template":"4","awli HashKey":"d6b560ee8d04f1cbfdfac6d30b1cf1fde1e79d83e320c8728779eb55f2ef12e357f912f35cf41ef014dff0b957c386169f31aa53b878839eb8045bbd3361d209","is CandidateLoginEnabled":false,"job Id":"378093000011824001","FontSize":"15","location":"Tampa","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"0ystidff581bf4b8e4a74850852e397978eba"}

Job DescriptionDescription: Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management, financial oversight, and administrative support. Job Summary: As a Portfolio Manager, you will play a pivotal role in overseeing the day-to-day operations of multiple communities. You will act as a strategic advisor to community boards, lead and mentor on-site personnel, and ensure financial stability through effective budget management. Your expertise will be instrumental in creating vibrant, well-managed communities while driving innovation and excellence in property management. Responsibilities: Take charge of day-to-day operations for assigned association(s), ensuring seamless efficiency and effectiveness. Act as a key advisor to the community board, officers, and members, providing insightful guidance for strategic decisions. Develop as a leader while you train, coach, and supervise on-site personnel, fostering a culture of growth, excellence, and teamwork. Show off your financial management mastery while you execute fiscal management tasks with precision, oversee budgets and financial processes to ensure sound financial health. Undertake various responsibilities contributing to the overall success and vibrancy of the managed communities. Requirements: Qualifications: Proficient in accounting software (experience with CINC is a plus). Strong attention to detail and accuracy in data entry. Excellent organizational and time-management skills. Effective communication and interpersonal skills. Ability to thrive in a fast-paced and collaborative environment. Education and Experience: High school diploma or equivalent 3+ years of relevant experience in property management. LCAM in the state of FL Driver's license Physical Requirements: Ability to sit or stand for extended periods while working on a computer or attending meetings. Must be able to lift up to 15 pounds occasionally, such as carrying files or office supplies. Frequent driving may be required to visit multiple communities and attend meetings. Ability to walk or navigate community grounds for property inspections or site visits. May need to climb stairs or access elevated areas during community evaluations or assessments. We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment. In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment.