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Portfolio manager jobs in Baldwin, PA - 206 jobs

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  • Manager Treasury & Finance

    Heritage Valley Health System 4.3company rating

    Portfolio manager job in Kennedy, PA

    Department: Finance Work Hours: Full Time. Monday - Friday, primarily daylight. Occasional off hours support as needed. Basic Function: Responsible for the daily management and oversight of Finance Department activities, with primary responsibility for the treasury function of the Health System. This role manages system liquidity, cash flow forecasting, investments, debt-related activity, and financial client relationships while supporting financial reporting, budgeting, and strategic financial planning. Ensures the safeguarding of assets, compliance with applicable regulations, and the effective deployment of financial resources across the organization. Qualifications: Required: • Bachelor's degree in Finance, Accounting, Business Administration, or a related field. • Minimum 3-5 years of progressive experience in treasury, accounting, or finance, preferably within a healthcare or complex, multi-entity environment. • Demonstrated experience in cash management, cash flow forecasting, and balance sheet analysis. • Working knowledge of investment management principles, debt monitoring, and banking relationships. • Proficiency with financial systems, spreadsheets, and reporting tools. • Strong analytical, problem-solving, and organizational skills with attention to detail. • Effective written and verbal communication skills, including the ability to prepare clear financial narratives for leadership and boards. • At least 1 year of supervisory or team lead experience, including oversight of daily work activities and staff development. Preferred: • Master's degree in Business Administration (MBA), Finance, or Accounting. • Prior experience in a hospital or health system treasury or finance department. • Familiarity with healthcare reimbursement environments, foundations, or not-for-profit financial reporting. • Experience working with investment advisors, banks, auditors, or bond trustees. • Knowledge of internal controls and best practices related to treasury operations.
    $81k-108k yearly est. 1d ago
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  • Citizens Branch Manager

    Citizens 2.9company rating

    Portfolio manager job in Pittsburgh, PA

    At Citizens, we're focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM), you will lead your team in exceeding customer expectations, nurturing relationships that drive long-term success. In this role, you'll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer-centric culture. As both a leader and coach, you'll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value. A successful BM thrives in a digital-first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You'll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing their performance and growth. With a focus on continuous learning, you'll implement coaching plans that inspire your team to achieve personal and branch-wide goals. To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you'll combine financial acumen with strategic insights to guide decision-making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded. As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and deepen existing ones. Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications High School diploma or equivalent required Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world-class customer service, and operational integrity in a high-volume branch environment 4 years sales management experience in Retail or Branch Banking environment Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment Drive an exceptional customer experience validated through customer satisfaction surveys Maintain strong partnerships with community & civic organizations Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS Preferred Qualifications Associate's or Bachelor's degree preferred Retail banking Talent sourcing & assessment Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $53k-70k yearly est. Auto-Apply 1d ago
  • Portfolio Manager CRE

    Tristate Capital Holdings, Inc. 4.8company rating

    Portfolio manager job in Pittsburgh, PA

    Department: Credit The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. Primary Functions of the Position: * Underwrites requests for credit extensions to new and existing clients (new money business) * Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities * Prepares the following for presentation to Senior Loan Committee: * Credit Approval Request (CAR) * Modifications * Covenant Waivers/Amendments * Accurate and Timely Risk Rating * Assessment of Real Estate Sponsorship * Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur * In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties. * Ensures final loan documentation is consistent with credit approvals prior to closing. * Accompanies the relationship manager on prospect / client calls when appropriate Education and Experience Requirements: * Bachelor's Degree in Finance, Accounting, or related field * Minimum of 5 years of credit analysis and underwriting experience * Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred Essential Skills and Abilities: * Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types * Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction * Strong written and verbal communication skills * Strong presentation skills * Ability to work independently and within a team * Proficient in various spreadsheet and word processing applications, including the use of graphs and charts APPLY NOW TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.
    $130k-206k yearly est. 46d ago
  • Portfolio Manager

    Farmers National Banc Corp 4.7company rating

    Portfolio manager job in Cranberry, PA

    SUMMARY: Work directly with the Commercial Banking Team Leader, Regional Commercial Management, and Regional Credit Officer in all aspects of assigned relationship management (a defined "Portfolio"), which will include following loans from application to closing, as well as post-closing administration and monitoring. Maintain and assist in the growth of loan and deposit balances, as well as generate fee income and referrals to other lines of business. ESSENTIAL DUTIES AND RESPONSIBILITIES: Credit Analysis Duties and Responsibilities: * Responsible for underwriting, credit monitoring and portfolio administration and management of Commercial Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships * Primary performance responsibilities include analyzing financial data to determine the merits of loan requests (including adherence to loan policy), recommending structure, collecting financial statements, as well as identifying cross selling/referring opportunities of other deposits services * Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate * Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. * Regular, predictable attendance is an essential requirement of this position Portfolio Management Duties: * As appropriate to experience, co-manage specific commercial relationships (the Portfolio) by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship * Responsible for credit risk and quality of the Portfolio * Manage delinquencies, collateral exceptions, borrowing base, portfolio reviews, specialized reporting, soft exposure annual reviews, criticized loans, etc. of the Portfolio * Partner with the Relationship Manager as the point of a contact for the client (including CFOs); acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners * Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio * Assist or take lead on presentations of specific loan requests and participate in the bank's Loan Approval Process, recommending approval and appropriate structure of credits. * Manage the renewal process by working with the Relationship Manager the client and the credit department Customer Support Duties: * Responsible for expanding and deepening customer relationships by identifying customers' needs comprehensively and matching these needs with selections and resources within the Bank * As appropriate, assist in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical financial solutions to customers * Assist in loan document preparation * Participate in community and business functions/groups to ensure a positive image for the bank within the marketplace * Other duties and projects as assigned EDUCATION AND/OR EXPERIENCE: * Bachelor's degree (BA) in Accounting or Finance from a four (4) year college or university * Minimum of five (5) years of credit analysis and/or loan review experience, preferably in the banking industry and/or a combination of education and experience * Strong background in working with financial statements and advanced understanding of the information available on financial statements and how they related to the customer's business operations and ability to repay a loan. * Knowledge of Microsoft Word, Excel and Outlook and Internet navigation/research is expected * Ability to clearly and effectively communicate both verbally and in writing * Must be able to work well in a team environment E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
    $122k-202k yearly est. 15d ago
  • C&I Portfolio Manager

    Northwest Bancorp, Inc. 4.8company rating

    Portfolio manager job in Bellevue, PA

    The Commercial Portfolio Manager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring working under limited supervision. Essential Functions * Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate. * Responsible for the timeliness and accurate reporting of the commercial portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance. * Engage with customers, regularly, to discuss operating performance and business results including covenant compliance. Gain a thorough understanding of the borrowers' business model and industry trends to effectively evaluate sources of repayment and accurately assign risk rating. * Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information. * Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate. * Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements. * Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance. * Present analysis or address questions during credit discussions or presentations. * Liaison between Commercial Banking Relationship Managers, Credit Risk, the Underwriting Team and Special Assets to ensure necessary credit approvals are obtained and appropriately documented and loan operating system reflects accurate commercial loan data. * Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds. * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment * Complete other duties and special projects as requested by management Education and Experience preferred * Bachelor's degree in finance, accounting, business, economics or related * 3-5 years of relevant experience in Commercial Lending as a Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with moderate to complex loans and documentation * 3-5 years of experience in Commercial Credit or public accounting This position will be performed onsite Monday - Thursday with Friday an optional work from home day. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $125k-216k yearly est. Auto-Apply 60d+ ago
  • Capital Markets Portfolio Manager

    Federal Home Loan Bank of Pittsburgh 4.1company rating

    Portfolio manager job in Pittsburgh, PA

    The Capital Markets Portfolio Manager will contribute to the management and optimization the Bank's various balance sheet portfolios by monitoring market trends, executing transactions and associated workflows, and ensuring compliance with risk/return objectives. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to make informed asset and liability management decisions. Primary Success Factors * Execute transactions consistent with the Bank's risk/return appetite and objectives. * Monitor and analyze market trends, economic indicators, and investment opportunities. * Execute and assist with workflow associated with debt, derivatives, MBS, AMA, Treasury, repo, and Fed funds transactions * Perform analysis pertaining to balance sheet management, capital markets trends, and strategic initiatives. * Independently research and assess capital market and economic developments. Communicate findings to Capital Markets colleagues and other Bank constituents. * Comprehend the Bank's market risk management practices and related metrics. * Pro-actively anticipate and respond to market, department, and Bank developments and challenges. Initiates and leads discussions and analysis of key issues. Actively pursues opportunities to help colleagues address challenges and achieve goals. * Stay updated on industry developments and best practices in capital markets. * Collaborate across departments such as: Risk Management; Model Validation; Finance; Centralized Operations; and Information Technology to ensure compliance with applicable policies, procedures, and regulations. Required Experience * B.S. in Finance, Economics, or Accounting; MBA or CFA designation preferred, or equivalent experience * Seven years of experience in the financial industry with experience in portfolio management, investment analysis or similar role within capital markets * Experience with capital markets transaction execution (requires ability to think clearly under pressure) * Hands-on experience with the models used to evaluate investments and related funding decisions * Understanding of risk management measurements and tactics. * Proven experience in fixed income markets with exposure to agency debt, derivatives, agency MBS, Treasury, repo, and Fed funds markets. * Understanding of asset/liability management with knowledge of regulatory requirements and compliance standards within capital markets * Strong analytical and quantitative skills with the ability to interpret complex financial data * Excellent communication and presentation skills with the ability to clearly communicate complex concepts in oral and written form * Strong working knowledge of Excel / PowerPoint skills * Proficiency with analytical software models and financial platforms i.e. Bloomberg, Polypaths, Excel * Ability to work independently and as part of a team in a fast-paced environment * Ability to manage multiple projects and meet deadlines * Strong problem-solving skills and attention to detail Candidates with a minimum of five years' experience in the financial industry may be considered for an analyst level role It is the policy of the Federal Home Loan Bank of Pittsburgh to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, religion, color, sex, national origin, age, disability status, genetic information, veteran's status, ancestry, sexual orientation or status as a parent as defined by applicable law. It is the Bank's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
    $144k-214k yearly est. Auto-Apply 58d ago
  • Applications Portfolio Manager - Microsoft Platforms

    Michael Baker International 4.6company rating

    Portfolio manager job in Pittsburgh, PA

    Michael Baker International is seeking an experienced “Application Portfolio Manager” as part of its IT organization. The Portfolio Lead will be accountable for operationalizing and strengthening the seamless exchange of knowledge across the enterprise through effective deployment of existing and new technologies, processes, and practices. This portfolio manages the Microsoft 365 suite including SharePoint, Teams, Power Platform and other M365 based applications and project collaboration environments across all business units and corporate functions to help improve the speed and accuracy of project collaboration, operations, and reporting. Additionally, there are several Microsoft-based custom applications that are maintained within this portfolio. Portfolio responsibility includes technology vision and best practice deployment and business process integration of the M365 suite of applications as well as CX and Marketing platforms. The ability to form strong relationships with stakeholders, proactively manage risk, and facilitate high performing teams are essential in this role. RESPONSIBILITES Portfolio & Applications Management Lead the full lifecycle of enterprise applications including the M365 stack that includes SharePoint, Teams, Power Platform as well as CX and Marketing platforms. Build, manage, and set the direction of the Knowledge Management portfolio and its team members Create, capture, organize, and assess knowledge assets for enterprise use. Coordinate with cross-functional organizations to align KM strategy with broader organizational learning strategies. Develop a robust technology roadmap for implementing knowledge management that builds upon industry best practices and leverages tooling and process advancements. Promote the use of knowledge management tooling and processes to facilitate sharing of knowledge. Build and drive the culture of knowledge sharing within site operations and serve as the advocate for KM initiatives within site operations. Strategic analysis of the current knowledge environment and planning of a future knowledge/information architecture. Translate business needs into long-term technical solutions to solve problems. Apply industry best practices and standards, leading-edge technology, and innovative solutions to complex problems. Lead and advise business users company-wide in the creation and maintenance of MS-SharePoint, MS-Groups and MS-Teams based intranet and project portal sites and coordinate maintenance/configuration/customization needs with in-house and/or third-party IT service providers. Function as the Subject Matter Expert for Microsoft 365 tools and processes Create and advertise use cases for Microsoft tools, and assist businesses in adoption Provide support, training, and information to drive adoption and ensure professionals are successful in utilizing Microsoft 365 tools Lead implementation of new tools, including project management and change management activities Oversee end user support for Microsoft 365 and CX applications Support, educate and assist business unit and Site Portal Administrator's management of content and layout within the SharePoint portal environment. Collaborate with marketing and customer success teams to deliver personalized, data-driven experiences. Team Development and Stakeholder Engagement Meet with business decision makers to determine functional requirements and translate business and customer requirements into scalable solutions. Partner with business process owners for development, maintenance, and analysis for future centralization of knowledge within the platform. Mentor and develop KM and CX team members. Foster a collaborative, high-performance environment focused on innovation and delivery. Build strong relationships with business units, leaders, and IT partners to identify needs and deliver impactful solutions. Operational Excellence Ensure quality, compliance, and security across all managed applications and platforms. Adoption: Roadmap, develop, coordinate, and manage implementation of enterprise SharePoint, Microsoft 365 and other tools and best practices. Internal Processes: Lead information management process definition and implementation. Enterprise Content Management: Provide support for enterprise content management consolidation and best practices-based toolset adoption. Services Support: Work with business to manage information needs. Training and Education: Create and provide administrator and end user sessions as necessary to support appropriate tool use. PROFESSIONAL REQUIREMENTS Bachelor's degree in Computer Science, Information Technology, or related field. 10+ years of progressive experience in IT, portal, content management, .com sites and/or engineering applications, including leading large-scale projects and initiatives in a complex organization. Expertise in M365, SharePoint, Power Platform as well as varied CX and Content Technologies. Proven experience defining and executing Knowledge, Document Management and Marketing strategies at scale. Strong background in business analysis, solution architecture, and portfolio management. Experience managing cross-functional teams and external partners. Excellent communication, presentation, and stakeholder management skills. Demonstrated ability to drive adoption and deliver measurable results. PREFERRED QUALIFICATIONS Experience in the Architectural, Engineering, and Consulting (AEC) industry. Supervisory and training experience. Application portfolio management in complex, multi-business environments. COMPENSATION The approximate compensation range for this position is $140,000- $180,000. This compensation range is a good-faith estimate for the position at the time of posting. Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location. BENEFITS We offer a comprehensive benefits package including: Medical, dental, vision insurance 401 (k) Retirement Plan Health Savings Account (HSA) Flexible Spending Account (FSA) Life, AD&D, short-term, and long-term disability Professional and personal development Generous paid time off Commuter and wellness benefits #LI-KR2 #LI-REMOTE
    $140k-180k yearly Auto-Apply 46d ago
  • Portfolio Manager

    Mastech Digital 4.7company rating

    Portfolio manager job in Pittsburgh, PA

    Job Description Mastech Digital provides digital and mainstream technology staff as well as Digital Transformation Services for all American Corporations. We are currently seeking a Portfolio Manager for our client in the Electrical Power Products Manufacturing domain. We value our professionals, providing comprehensive benefits and the opportunity for growth. This is a Permanent position, and the client is looking for someone to start immediately. Duration: Full-time Location: Pittsburgh, PA Salary: $130,000-$140,000/Annually Role: Portfolio Manager Primary Skills: Engineering Role Description: The Portfolio Manager must have 7+ years of experience. We are seeking an experienced Projects Management Section Manager to oversee the complete lifecycle of project management activities, from initial inquiry to customer turnover. In this pivotal role, you'll lead a team of project management professionals, ensuring successful execution of bids, orders, deliveries, and field service support while driving operational excellence and customer satisfaction. What You'll Do: Lead and Oversee Project Management Activities: - Direct and manage the project lifecycle, including contract negotiation, project scope, scheduling, invoicing, budgeting, and maintaining overall project quality and margins from inquiry through customer turnover. - Provide strategic leadership to the project management team by developing processes that align with the Company and division goals. - Guide the Project Managers and Project Application Engineers in negotiations regarding price, delivery, and other key project terms. Drive Project Planning and Execution: - Oversee the creation of detailed project plans, including defining goals, strategy, staffing, schedules, risk identification, contingency planning, cost controls, and resource allocation. Education: Bachelor's degree in Electrical/Electronic Engineering, or related field or Equivalent Experience: Minimum 7+ years of experience Relocation: This position will cover relocation expenses Travel: No Local Preferred: Yes Note: Must be able to work on a W2 basis (No C2C) Recruiter Name: Veena Grover Recruiter Phone: ************ Benefits: This is a direct hire position, and the hired applicant will receive our client's benefits package. Mastech Digital is an Equal Opportunity Employer - All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
    $130k-140k yearly 29d ago
  • Portfolio Manager

    Financial Planner Recruiting

    Portfolio manager job in Pittsburgh, PA

    Our client is a multi-billion-dollar investment advisor. They are seeking a Portfolio Manager to join their team. As a Portfolio Manager, you will serve as the trusted fiduciary and investment advisor for high-net-worth families, delivering custom investment solutions within a fully discretionary, OCIO framework. You will play a strategic role in expanding our presence in the Pittsburgh region, deepening multi-generational client relationships, and contributing to a high-performance, client-first culture. Client Relationship Management: Develop a nuanced understanding of each clients goals, family dynamics, tax sensitivities and legacy planning needs to craft long-term, bespoke investment solutions. Oversee portfolios with sensitivity to after-tax returns. Proactively engage with clients through regular reviews, strategic updates, and high-touch, personal service. Coordinate with clients external advisors (estate attorneys, CPAs, insurance professionals) to ensure cohesive financial outcomes. Serve as a trusted voice in family governance, philanthropy, and rising generation education when appropriate. Investment Execution: Drive the construction, implementation, and continuous oversight of customized portfolios aligned with clients objectives and risk tolerances with a strong focus on after-tax, after-fee outcomes. Leverage firm-wide investment strategy, research, and manager selection capabilities to deliver high-conviction allocations across public and private markets. Serve as an interpreter of markets and risk, translating complex ideas into actionable insights for clients. Maintain a disciplined approach to documentation, compliance, and risk oversight in accordance with OCIO and fiduciary best practices. Market Development and Leadership Represent the firm in the Pittsburgh market building relationships with centers of influence, engaging in the community and identifying new opportunities. Contribute to a collaborative, innovative culture of excellence by mentoring team members and sharing best practices. Embrace technology and firm systems (CRM, portfolio tools, compliance) to ensure transparency, consistency, and scalability. Qualifications & Attributes Bachelor's Degree in Finance, Accounting or Economics Relevant advanced credentials or professional certification (e.g., CFA, CFP or MBA) Minimum 8 + years of experience in family wealth management with direct client relationship responsibility Holds, or is prepared to obtain, Series 3 and Series 65 Experience serving as a discretionary advisor or fiduciary under an OCIO or similar model. Comfortable guiding clients through complex planning issues tax, trust & estate, philanthropy, or liquidity events. High emotional intelligence, executive presence, and ability to build trust with UHNW families and multi-generational stakeholders. Entrepreneurial mindset with a desire to build a market and a practice, not just manage a book. Ability to distill complex problems in understandable, actionable strategies and implement change Well-developed investment knowledge of asset allocation and all asset classes with a strong investment solution orientation Charisma and character that inspires clients, colleagues and the marketplace High intellectual curiosity and attention to detail Willingness to travel as needed Excellent verbal and written communication skills
    $81k-145k yearly est. 60d+ ago
  • Manager, Service Portfolio - Design

    Calderys Career Opportunities

    Portfolio manager job in Pittsburgh, PA

    HWI has a fantastic opportunity to join our Value Added Services team as the Manager, Service Portfolio - Design. The Manager, Service Portfolio - Design will serve as the subject matter expert of his/her service line(s) and is accountable for contributing to HWI's overall business performance by promoting the use of HWI refractory products, current services and developing new service opportunities. This role is responsible for developing closed loop service packages, which are sold by HWI, and may include partner companies and leading technologies in laser measurement, data management, AI and predictive solutions. Responsibilities: Establish productive, professional relationships with key stakeholders at customer accounts, establish assigned targets for cost efficiency and strategic objectives at these accounts and proactively leads the planning process to develop mutual performance objectives and critical milestones for the design, delivery, installation and commissioning of equipment/service at those accounts. Collaborating with internal departments of marketing, communications, and sales to define the go-to-market strategy and roadmap execution, helping them understand the service positioning, key benefits, and target customer, coordinates multi-generational service planning and development activities with R&D, business partners and relevant marketing roles, builds services from new and existing ideas, and helps to develop new ideas based on industry experience and contact with customers and prospects; responsible for phase in and phase out of new and existing services. Developing business cases for new technology; creating, executing and tracking new product/service launch plans by using their expertise in developing equipment, measurement and sensors, and forging legal agreements such as NDAs, LOIs, Patent and invention disclosures Collaborating closely with HarbisonWalker Internationals Application Specialists, Program Managers and Customer Account Specialists to propose, alter or refine lining designs and installation methods Supporting Product Team to achieve goals and metrics (Revenue, Margin, Inventory DII, Capacity Cost Spending, Inventory Accuracy, Safety) Collaborating with HarbisonWalker Internationals Sales, Marketing and Pricing team(s) to establish appropriate pricing and positioning for products within their portfolio; providing pricing team with portfolio impact related to raw material cost fluctuations as necessary Requirements: Requires Bachelor's degree in business, Construction Management, Mechanical Engineering, Structural Engineering or a related field Requires knowledge of refractory products, installation methods, construction skills and customer applications Professional Engineering Certification preferred Proficiency in Microsoft Office Suite Excellent written and verbal communication and presentation skills, including presentation planning and delivery skills; ability to communicate across all levels of the organization Requires the ability to work effectively in a team environment Requires project management skills and the ability to coordinate multi-department projects Project Management Background preferred (Project Organization, RACI, Output and Delivery) Requires leadership skills, team player with enthusiasm and high energy, strong interpersonal skills and a demonstrated record of driving results Management of multi-functional team Manager, Service Portfolio - Design requires six plus (6+) years of B2B experience in an industrial manufacturing environment with a focus on services development. Physical and Environmental Requirements: Physical Activity: Requires more than 2/3 of time sitting, speaking/hearing; and less than 1/3 of time standing, walking, using hands and fingers, and/or reaching. Lifting: Requires lifting up to 10 pounds less than 1/3 of time. Vision: Requires accurate close vision and the ability to focus. Environment: Requires more than 2/3 of time in an office setting. Noise: Requires working in quiet conditions.
    $81k-145k yearly est. Auto-Apply 13d ago
  • Specialty Finance Underwriting Portfolio Manager 2

    First National Trust Company

    Portfolio manager job in Pittsburgh, PA

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. Specialty Finance Underwriting Portfolio Manager 2 Business Unit: Credit Reports to: Specialty Finance Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio supporting Asset Based Lending, Equipment Finance, Debt Capital Markets portfolios, and Counter Party analysis, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Act as a mentor to junior team members. The incumbent typically works on loans/portfolios of medium complexity as the incumbent's work requires some oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or ABL, Equipment Finance relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Acts as a mentor to junior Underwriting Portfolio Managers. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of Commercial lending and underwriting practices, and banking practices, specifically ABL, Equipment Finance, and Capital Markets lines of business Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $81k-145k yearly est. Auto-Apply 15d ago
  • Portfolio Manager

    A.C. Coy 3.9company rating

    Portfolio manager job in Pittsburgh, PA

    Job Type: Direct Hire Work Authorization: No C2C or Sponsorship The A.C.Coy company has an immediate opening for a Portfolio Manager for one of our Finance Industry clients. Ideal candidates will have a strong background in finance, exceptional analytical skills, and experience making informed asset and liability management decision for capital markets. Responsibilities Responsible for monitoring and analyzing market trends, economic indicators, and investment opportunities Support the work-flow associated with debt, derivatives, MBS, AMA, Treasury, repo, and Fed funds transactions Conduct analysis on balance sheet management, capital markets trends, and strategic initiatives Monitors and makes recommendations based on industry developments and capital market changes Qualifications Education Required: Bachelor's degree in Finance, Accounting, or related field MBA or CFA preferred Experience Required Financial industry experience including portfolio management or investment analysis within capital markets, preferably 10+ years Experience manipulating models to evaluate investments and funding decisions Experience with fixed income markets including agency deb, derivatives, Treasury, repo, and Fed funds markets Strong analytical and quantitative skills with demonstrated ability to interpret complex financial data Experience with analytical software such as Bloomberg, Pol, Excel Strong communication and presentation skills
    $98k-134k yearly est. Auto-Apply 1d ago
  • Portfolio Manager CRE

    Raymond James 4.7company rating

    Portfolio manager job in Pittsburgh, PA

    The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. Primary Functions of the Position: Underwrites requests for credit extensions to new and existing clients (new money business) Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities Prepares the following for presentation to Senior Loan Committee: Credit Approval Request (CAR) Modifications Covenant Waivers/Amendments Accurate and Timely Risk Rating Assessment of Real Estate Sponsorship Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties. Ensures final loan documentation is consistent with credit approvals prior to closing. Accompanies the relationship manager on prospect / client calls when appropriate Education and Experience Requirements: Bachelor's Degree in Finance, Accounting, or related field Minimum of 5 years of credit analysis and underwriting experience Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred Essential Skills and Abilities: Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction Strong written and verbal communication skills Strong presentation skills Ability to work independently and within a team Proficient in various spreadsheet and word processing applications, including the use of graphs and charts Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 3 to 6 years Certifications Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS) Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $90k-115k yearly est. Auto-Apply 47d ago
  • Specialty Finance Underwriting Portfolio Manager 2

    First National Bank (FNB Corp 3.7company rating

    Portfolio manager job in Pittsburgh, PA

    Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Specialty Finance Underwriting Portfolio Manager 2 Business Unit: Credit Reports to: Specialty Finance Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio supporting Asset Based Lending, Equipment Finance, Debt Capital Markets portfolios, and Counter Party analysis, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Act as a mentor to junior team members. The incumbent typically works on loans/portfolios of medium complexity as the incumbent's work requires some oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or ABL, Equipment Finance relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Acts as a mentor to junior Underwriting Portfolio Managers. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of Commercial lending and underwriting practices, and banking practices, specifically ABL, Equipment Finance, and Capital Markets lines of business Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $32k-37k yearly est. Auto-Apply 35d ago
  • Senior Investment Analyst

    Federated Hermes, Inc.

    Portfolio manager job in Pittsburgh, PA

    * Bachelor's degree in business related field with accounting courses required; MBA and/or CFA required * Minimum of 5 years of investment analysis experience required. Exposure to High Yield credit analysis in the utilities, metals, mining, paper or transportation sectors preferred * Demonstrated understanding of financial modeling, valuation and financial statements analysis required * Willingness to collaborate with colleagues on evaluating issuer's sustainability objectives * Excellent research knowledge, analysis and decision-making skills required * Excellent written and oral communication skills * Advanced computer skills including proficiency with Microsoft Word and Excel, Bloomberg required MAJOR DUTIES: * Enthusiastically initiate, perform and maintain high-level fundamental analysis on issuers to assess suitability of credits for inclusion in the portfolios. The investment analysis will include financial statement analysis, financial modeling, competitor analysis as well as assessment of industry, regulatory and macroeconomic trends * Vigorously utilize fundamental analysis to formulate investment ideas and clearly articulate it to the portfolio managers, on a timely basis. This includes generating and diligently communicating value-added buy, sell and hold recommendations on individual credits and other relevant information to the portfolio managers * Independently and diligently seek research and remain apprised of company and industry trends. Sources include, but are not limited to, industry publications, public documents, annual reports, trade journals, interviews with management teams, and reviewing financial statements and earnings transcripts. * Maintain accurate and timely documentation of all research performed * Proactively participates in all research meetings HOURS/LOCATION: * 8:00 a.m. - 5:00 p.m. (Overtime as required) * Federated Hermes Tower * Hybrid EXPLANATORY COMMENTS: * Ability to work as a contributing member of a team * Excellent work ethic
    $92k-155k yearly est. 60d+ ago
  • Senior Investments Operations Analyst

    Vets Hired

    Portfolio manager job in Pittsburgh, PA

    The Senior Investment Operations Analyst is responsible for executing and overseeing a wide range of investment operations functions, including transaction processing, reconciliation, custodian and manager communications, investment reporting, compliance activities, and support for audits and special projects. This role ensures operational efficiency and accuracy across public and private market investments while upholding high ethical standards. Key Responsibilities: Daily Cash Flow Management Monitor, process, and reconcile daily cash flows. Ensure sufficient liquidity to meet daily financial obligations. Custodian Relationship Management Manage daily interactions with custodians and process trades through custody platforms. Oversee cash flows (fees, trades, settlements). Coordinate market openings and related documentation. Track compliance with investment manager guidelines. Reconciliation & Reporting Perform reconciliations and resolve discrepancies. Update performance and market values in portfolio management systems. Track and reconcile month-end performance data with custodians, managers, and consultants. Manage reporting of fees, investment data, and custom templates for private markets. Private Market Reporting Coordinate quarterly reporting and valuations for private market investments. Complete subscription documents for new private investments. Monitor compliance and prepare regulatory reports, including Form 5500 Schedule C. Tax, Audit, and Accounting Support Assist with state and federal tax payments and filings. Support audits, financial reporting, and documentation requirements. Prepare tax reclaims and filings for regulatory agencies. Investment Onboarding Lead Know Your Customer (KYC) and onboarding processes. Open new accounts with custodians and maintain documentation. Coordinate trust and ERISA document reviews. Operational Efficiency Design and implement systems to streamline processes. Facilitate communication with internal and external stakeholders. Due Diligence and Compliance Conduct due diligence and compliance reviews of vendors and investment managers. Monitor compliance with investment policy statements. Assist with diligence for public and private investments. Values & Abilities: Proactive, detail-oriented, and adaptable. Strong ethical standards and integrity. Effective communicator, analytical thinker, and problem solver. Team-oriented, accountable, and committed to continuous improvement. Requirements: 35 years of experience in investment operations. Strong knowledge of investment accounting, transactions, and performance measurement. Minimum of 3 years of experience with custody platforms. Proficiency with eVestment, eFront, and advanced Microsoft Excel. Experience completing private market subscription documents. Bachelors degree in finance, accounting, economics, or related field preferred. Strong academic and professional track record with demonstrated integrity and judgment. Working Place: Pittsburgh, Pennsylvania, United States Company : 2025 OCt 16th Virtual Fair - US Steel
    $92k-155k yearly est. 60d+ ago
  • Commercial Credit Underwriting Portfolio Manager 2

    First National Bank of Pennsylvania 4.5company rating

    Portfolio manager job in Pittsburgh, PA

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. Commercial Credit Underwriting Portfolio Manager 2 Business Unit: Credit Reports to: Commercial Credit Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Act as a mentor to junior team members. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. The incumbent typically works on loans/portfolios of medium complexity as the incumbent's work requires some oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or Middle Market relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Acts as a mentor to junior Underwriting Portfolio Managers. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $29k-35k yearly est. Auto-Apply 60d+ ago
  • Content Digital Asset Management Manager (DAM)

    Accenture 4.7company rating

    Portfolio manager job in Pittsburgh, PA

    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. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $84k-111k yearly est. 14d ago
  • Applications Portfolio Manager - Microsoft Platforms

    Michael Baker International 4.6company rating

    Portfolio manager job in Carnot-Moon, PA

    Michael Baker International is seeking an experienced “Application Portfolio Manager” as part of its IT organization. The Portfolio Lead will be accountable for operationalizing and strengthening the seamless exchange of knowledge across the enterprise through effective deployment of existing and new technologies, processes, and practices. This portfolio manages the Microsoft 365 suite including SharePoint, Teams, Power Platform and other M365 based applications and project collaboration environments across all business units and corporate functions to help improve the speed and accuracy of project collaboration, operations, and reporting. Additionally, there are several Microsoft-based custom applications that are maintained within this portfolio. Portfolio responsibility includes technology vision and best practice deployment and business process integration of the M365 suite of applications as well as CX and Marketing platforms. The ability to form strong relationships with stakeholders, proactively manage risk, and facilitate high performing teams are essential in this role. RESPONSIBILITES Portfolio & Applications Management Lead the full lifecycle of enterprise applications including the M365 stack that includes SharePoint, Teams, Power Platform as well as CX and Marketing platforms. Build, manage, and set the direction of the Knowledge Management portfolio and its team members Create, capture, organize, and assess knowledge assets for enterprise use. Coordinate with cross-functional organizations to align KM strategy with broader organizational learning strategies. Develop a robust technology roadmap for implementing knowledge management that builds upon industry best practices and leverages tooling and process advancements. Promote the use of knowledge management tooling and processes to facilitate sharing of knowledge. Build and drive the culture of knowledge sharing within site operations and serve as the advocate for KM initiatives within site operations. Strategic analysis of the current knowledge environment and planning of a future knowledge/information architecture. Translate business needs into long-term technical solutions to solve problems. Apply industry best practices and standards, leading-edge technology, and innovative solutions to complex problems. Lead and advise business users company-wide in the creation and maintenance of MS-SharePoint, MS-Groups and MS-Teams based intranet and project portal sites and coordinate maintenance/configuration/customization needs with in-house and/or third-party IT service providers. Function as the Subject Matter Expert for Microsoft 365 tools and processes Create and advertise use cases for Microsoft tools, and assist businesses in adoption Provide support, training, and information to drive adoption and ensure professionals are successful in utilizing Microsoft 365 tools Lead implementation of new tools, including project management and change management activities Oversee end user support for Microsoft 365 and CX applications Support, educate and assist business unit and Site Portal Administrator's management of content and layout within the SharePoint portal environment. Collaborate with marketing and customer success teams to deliver personalized, data-driven experiences. Team Development and Stakeholder Engagement Meet with business decision makers to determine functional requirements and translate business and customer requirements into scalable solutions. Partner with business process owners for development, maintenance, and analysis for future centralization of knowledge within the platform. Mentor and develop KM and CX team members. Foster a collaborative, high-performance environment focused on innovation and delivery. Build strong relationships with business units, leaders, and IT partners to identify needs and deliver impactful solutions. Operational Excellence Ensure quality, compliance, and security across all managed applications and platforms. Adoption: Roadmap, develop, coordinate, and manage implementation of enterprise SharePoint, Microsoft 365 and other tools and best practices. Internal Processes: Lead information management process definition and implementation. Enterprise Content Management: Provide support for enterprise content management consolidation and best practices-based toolset adoption. Services Support: Work with business to manage information needs. Training and Education: Create and provide administrator and end user sessions as necessary to support appropriate tool use. PROFESSIONAL REQUIREMENTS Bachelor's degree in Computer Science, Information Technology, or related field. 10+ years of progressive experience in IT, portal, content management, .com sites and/or engineering applications, including leading large-scale projects and initiatives in a complex organization. Expertise in M365, SharePoint, Power Platform as well as varied CX and Content Technologies. Proven experience defining and executing Knowledge, Document Management and Marketing strategies at scale. Strong background in business analysis, solution architecture, and portfolio management. Experience managing cross-functional teams and external partners. Excellent communication, presentation, and stakeholder management skills. Demonstrated ability to drive adoption and deliver measurable results. PREFERRED QUALIFICATIONS Experience in the Architectural, Engineering, and Consulting (AEC) industry. Supervisory and training experience. Application portfolio management in complex, multi-business environments. COMPENSATION The approximate compensation range for this position is $140,000- $180,000. This compensation range is a good-faith estimate for the position at the time of posting. Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location. BENEFITS We offer a comprehensive benefits package including: Medical, dental, vision insurance 401 (k) Retirement Plan Health Savings Account (HSA) Flexible Spending Account (FSA) Life, AD&D, short-term, and long-term disability Professional and personal development Generous paid time off Commuter and wellness benefits #LI-KR2 #LI-REMOTE
    $140k-180k yearly Auto-Apply 46d ago
  • Specialty Finance Underwriting Portfolio Manager 1

    First National Bank (FNB Corp 3.7company rating

    Portfolio manager job in Pittsburgh, PA

    Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Specialty Finance Underwriting Portfolio Manager 1 Business Unit: Credit Reports to: Specialty Finance Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio supporting Asset Based Lending, Equipment Finance, Debt Capital Markets portfolios, and Counter Party analysis, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or ABL, Equipment Finance relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of Commercial lending and underwriting practices, and banking practices, specifically ABL, Equipment Finance, and Capital Markets lines of business Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $32k-37k yearly est. Auto-Apply 28d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Baldwin, PA?

The average portfolio manager in Baldwin, PA earns between $62,000 and $188,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Baldwin, PA

$108,000

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