Portfolio manager jobs in Birmingham, AL - 126 jobs

salary: $110,000 - $160,000 About Us Founded in 1931, we are an established and respected CPA, advisory, and financial planning firm headquartered in Birmingham, Alabama. With locations across the Southeast, including Auburn, Orange Beach, Huntsville, and Baton Rouge, our team currently consists of over 100 dedicated professionals. Our vision is built on the cornerstones of team development, leadership, and personal effectiveness. We foster a culture of self-improvement and continued education, striving for excellence daily. We are honored to be recognized as one of the top firms in the nation and a "Best of the Best" CPA firm. Our driving force for over 90 years has been, and remains, client success. Position Summary We are seeking a highly experienced and licensed Tax Manager to join our Birmingham office. This is a key leadership role where you will work closely with staff, Partners, and clients, taking full responsibility for the planning, supervision, review, and completion of client engagements. This individual will serve as a critical client contact, providing proactive tax advisory services and actively contributing to firm growth. Key Responsibilities Engagement & Compliance Leadership Project Management: Plan, supervise, review, and finalize client engagements, ensuring all deliverables and due dates are met. Complex Taxation: Manage complex corporate, individual, and partnership taxation, including multi-state tax returns, extensions, and strategic tax planning calculations. Research & Advisory: Perform ** advanced tax research** and thoroughly document conclusions. Develop and implement proactive tax planning strategies for clients. Financial Statements: Experience with compiled financial statements is required. Audit Support: Experience handling IRS and State income tax inquiries, audits, and notices. Team & Client Development Mentorship: Supervise, train, develop, and review the work of Associates and Senior Associates. Client Relations: Serve as a critical contact for designated clients, working to grow relationships and provide proactive advisory services. Business Development: Actively assist with business development efforts, including meeting with prospective clients, preparing fee quotes, and evaluating clients' needs. Requirements Education: Bachelor's degree and Master's degree in Accounting (preferred, not mandatory per original ad structure). Licensure: Active CPA license is required. Experience: 7+ years of dedicated public accounting tax experience. Technical Skills: Proficient in Microsoft Office, and tax/engagement software such as ProSystem, Engagement, Doc.It, and Adobe software. Communication: Excellent verbal and written communication skills are essential for client and team leadership. Project Management: Proven experience managing projects, monitoring client deliverables, and due dates. Benefits

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

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

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

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

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

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. Primary Responsibilities Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management Effectively Implement Portfolio Management Group Strategic Initiatives Leverage resources to maintain efficiency to focus on clients at an effective level Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports. Learn the Regions Client Experience and execute at a competent level Initiates and monitors required actions related to modeling and trading of client accounts. Works with all appropriate partners at an effective level to retain and grow revenue from existing client relationships Participates in the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management Keeps abreast of trends and development in the economy and markets to ensure effective communication to clients and partners Participates in group projects as assigned by management This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. Requirements Bachelor's degree or International Equivalent Three (3) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent Preferences Bachelor's degree in Business Administration, Finance or Economics Technical Training in financial and economic markets Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) Skills and Competencies Analytical, organization and presentation skills Knowledgeable about sales techniques and possess sales aptitude Skilled in applicable computer software programs Verbal and written communication skills This position may be filled at a higher level depending on the candidate's qualifications and relevant experience. Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $85,234.60 USD Median: $108,000.00 USD Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. *********************************************** Location DetailsRegions CenterLocation:Birmingham, Alabama Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most. Protective Life is seeking a detail-oriented and proactive Senior Investment Accounting & Operations Analyst to join our team. This role supports the Managed Separate Accounts (MSA) business and is responsible for overseeing daily investment accounting and operational processes related to securities trading, pricing, custody, and financial reporting. The ideal candidate will bring strong analytical skills, a collaborative mindset, and a passion for process improvement and financial accuracy. Key Responsibilities * Serve as the primary accounting contact for internal stakeholders and external service providers supporting the Executive Benefits business. * Manage daily funding activities and post general ledger entries for investment transactions and expenses. * Reconcile trading activity and funding across internal systems and external investment service providers. * Review and resolve discrepancies in daily holdings, unit reconciliations, and custody reports. * Prepare quarterly financial close entries and reporting packages. * Lead and support process improvement initiatives and new business launches. * Coordinate with investment managers and internal teams on portfolio setups and corporate actions. * Maintain and enhance internal procedures related to investment accounting operations. Skills, Abilities & Knowledge Required * Advanced proficiency in Microsoft Excel. * Strong analytical and problem-solving skills. * Excellent communication skills for cross-functional collaboration. * Ability to manage multiple priorities and meet strict deadlines. * Experience with general ledger systems; SAP and investment accounting experience preferred. * Self-motivated and dependable, with leadership qualities and decision-making capabilities. Qualifications * Bachelor's degree in Accounting or Finance required. * Master's degree (Accountancy or MBA) and/or Certified Public Accountant (CPA) designation preferred. * Minimum of 4 years of relevant experience in accounting or finance, ideally in public accounting or insurance. * Project management experience is a plus. $75,000 - $100,000 a year Protective's targeted salary range for this position is $75,000 to $100,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance. #LI-AP1 Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans. Accommodations for Applicants with a Disability: If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Seasonal Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote** **The opportunity** EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team. **Your key responsibilities** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **Skills and attributes for success** **To qualify for this role, you must have ** + A bachelor's degree in accounting, finance, business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

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

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

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. You will be a member of Midland's Real Estate Solutions (RES) group which includes multiple business lines including special servicing, performing loan consents, performing loan asset management, and due diligence. You will be responsible for a portfolio of distressed commercial real estate loans (primarily Commercial Mortgage Backed Securities loans) as well as potentially co-working larger and more sophisticated commercial real estate loans with a senior asset manager within Midland's RES group. You will be part of a collaborative group with employee development at the forefront of all that we do. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Manages routine special serviced loansand/or portfolios of customers of medium complexity and performs transaction analysis with the goal of minimizing losses and optimizing resolution. Gathers financial data, prepares analysis and develops workout strategy and alternatives for a portfolio.Reviews relevant documents and transaction deal structure. + Negotiates workout options with customers to reduce risks and losses. Works with internal and external business partners and borrowers to better secure collateral coverage. Adheres to established policies, procedures and regulations. + Evaluates asset or customer's cash flow, balance sheet, long-term business plans, and other relevant financial information. Performs site inspections for properties managed by special assets. + Works with internal and external business partners, which may include outside counsel, on negotiations and documentation to mitigate risk. May serve as a mentor to peers. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Competencies** Accuracy and Attention to Detail, Analytical Thinking, Credit Analysis and Verification, Customer Interaction, Effective Communications, Financial Statement Analysis, Negotiating, Portfolio Management, Problem Solving, Regulatory Environment - Financial Services **Work Experience** Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License(s) **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. An ideal candidate will have: * 5+ years of asset management or workout experience * CMBS servicing experience, including payment postings and investor reporting knowledge * Extensive knowledge of servicing agreements and complex loan documents PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Defines the overall strategy for their business functional unit within operations. Executes operating plan. Communicates strategy to operations team. Responsible for multiple functions across one or more sites. Manages managers, supervisors and/or individual contributors. Participates in industry forums. * Manages and is responsible for achieving desired business results. Acts as a senior point of escalation and resolves exceptions on the most significant and complex issues, processes and products. Serves as a senior level representative for an operational group. Interacts with customers and/or third parties to drive business results in resolving escalated issues. Owns third party and/or senior level business partner relationships. * Provides coaching and development to operations managers and supervisors. Leads staff meetings, communicates the strategic direction and translates into tactical operating plans. * Provides consultation and advice to service partners and customers. Identifies and influences strategic improvement initiatives and serves as project sponsor. Reviews and approves standard operating procedures as appropriate. Drives policy improvements. * Owns the control framework for unit(s) of responsibility. Establishes and monitors key risk indicators to ensure effective quality risk management. Manages and is accountable for risk mitigation and business resiliency strategies. Verifies work processes to ensure completeness, accuracy and conformance to established service levels, department controls, risk tolerance and applicable procedures. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: * Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking. * Live the Values - Role models our values with transparency and courage. * Enable Change - Takes action to drive change and innovation that will transform our business. * Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making. * Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP) Competencies Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Internal Resource Coordination, Operational Functions, Operational Risk, Problem Solving, Process Management, Standard Operating Procedures Work Experience Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. At least 3 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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

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

Job DescriptionThe work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most. Protective Life is seeking a detail-oriented and proactive Senior Investment Accounting & Operations Analyst to join our team. This role supports the Managed Separate Accounts (MSA) business and is responsible for overseeing daily investment accounting and operational processes related to securities trading, pricing, custody, and financial reporting. The ideal candidate will bring strong analytical skills, a collaborative mindset, and a passion for process improvement and financial accuracy.Key Responsibilities Serve as the primary accounting contact for internal stakeholders and external service providers supporting the Executive Benefits business. Manage daily funding activities and post general ledger entries for investment transactions and expenses. Reconcile trading activity and funding across internal systems and external investment service providers. Review and resolve discrepancies in daily holdings, unit reconciliations, and custody reports. Prepare quarterly financial close entries and reporting packages. Lead and support process improvement initiatives and new business launches. Coordinate with investment managers and internal teams on portfolio setups and corporate actions. Maintain and enhance internal procedures related to investment accounting operations. Skills, Abilities & Knowledge Required Advanced proficiency in Microsoft Excel. Strong analytical and problem-solving skills. Excellent communication skills for cross-functional collaboration. Ability to manage multiple priorities and meet strict deadlines. Experience with general ledger systems; SAP and investment accounting experience preferred. Self-motivated and dependable, with leadership qualities and decision-making capabilities. Qualifications Bachelor's degree in Accounting or Finance required. Master's degree (Accountancy or MBA) and/or Certified Public Accountant (CPA) designation preferred. Minimum of 4 years of relevant experience in accounting or finance, ideally in public accounting or insurance. Project management experience is a plus. Protective's targeted salary range for this position is $75,000 to $100,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance. #LI-AP1 Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans. Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email ************************. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities: * Participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate) * Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience * Review tax calculations and information presented on state income tax returns * Build and manage client relationships, and supervise, mentor, and develop staff Qualifications: * Minimum five years of recent experience preparing and/or reviewing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues * Bachelor's degree from an accredited college or university; licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts * Able to foster relationships both internally as well as with clients * Strong ability and desire to perform in a high-energy team environment * Exceptional writing, communication, project and team management and tax research skills 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, the firm 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 the firm publishes a calendar of holidays to be observed during the year and provides two firmwide 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 LLP (the U.S. member firm of KPMG International) 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 the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). 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.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. An ideal candidate will have: - 5+ years of asset management or workout experience - CMBS servicing experience, including payment postings and investor reporting knowledge - Extensive knowledge of servicing agreements and complex loan documents PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Defines the overall strategy for their business functional unit within operations. Executes operating plan. Communicates strategy to operations team. Responsible for multiple functions across one or more sites. Manages managers, supervisors and/or individual contributors. Participates in industry forums. + Manages and is responsible for achieving desired business results. Acts as a senior point of escalation and resolves exceptions on the most significant and complex issues, processes and products. Serves as a senior level representative for an operational group. Interacts with customers and/or third parties to drive business results in resolving escalated issues. Owns third party and/or senior level business partner relationships. + Provides coaching and development to operations managers and supervisors. Leads staff meetings, communicates the strategic direction and translates into tactical operating plans. + Provides consultation and advice to service partners and customers. Identifies and influences strategic improvement initiatives and serves as project sponsor. Reviews and approves standard operating procedures as appropriate. Drives policy improvements. + Owns the control framework for unit(s) of responsibility. Establishes and monitors key risk indicators to ensure effective quality risk management. Manages and is accountable for risk mitigation and business resiliency strategies. Verifies work processes to ensure completeness, accuracy and conformance to established service levels, department controls, risk tolerance and applicable procedures. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: + **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking. + **Live the Values** - Role models our values with transparency and courage. + **Enable Change** - Takes action to drive change and innovation that will transform our business. + **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making. + **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP) **Competencies** Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Internal Resource Coordination, Operational Functions, Operational Risk, Problem Solving, Process Management, Standard Operating Procedures **Work Experience** Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. At least 3 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License(s) **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. You will be a member of Midland's Real Estate Solutions (RES) group which includes multiple business lines including special servicing, performing loan consents, performing loan asset management, and due diligence. You will be responsible for a portfolio of distressed commercial real estate loans (primarily Commercial Mortgage Backed Securities loans) as well as potentially co-working larger and more sophisticated commercial real estate loans with a senior asset manager within Midland's RES group. You will be part of a collaborative group with employee development at the forefront of all that we do. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Manages routine special serviced loans and/or portfolios of customers of medium complexity and performs transaction analysis with the goal of minimizing losses and optimizing resolution. Gathers financial data, prepares analysis and develops workout strategy and alternatives for a portfolio. Reviews relevant documents and transaction deal structure. * Negotiates workout options with customers to reduce risks and losses. Works with internal and external business partners and borrowers to better secure collateral coverage. Adheres to established policies, procedures and regulations. * Evaluates asset or customer's cash flow, balance sheet, long-term business plans, and other relevant financial information. Performs site inspections for properties managed by special assets. * Works with internal and external business partners, which may include outside counsel, on negotiations and documentation to mitigate risk. May serve as a mentor to peers. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Competencies Accuracy and Attention to Detail, Analytical Thinking, Credit Analysis and Verification, Customer Interaction, Effective Communications, Financial Statement Analysis, Negotiating, Portfolio Management, Problem Solving, Regulatory Environment - Financial Services Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.