Portfolio manager jobs in Burien, WA

AWS Infrastructure Services owns the design, planning, delivery, and operation of all AWS global infrastructure. In other words, we're the people who keep the cloud running. We support all AWS data centers and all of the servers, storage, networking, power, and cooling equipment that ensure our customers have continual access to the innovation they rely on. We work on the most challenging problems, with thousands of variables impacting the supply chain - and we're looking for talented people who want to help. You'll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You'll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you'll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion. Play a leading role in datacenter site selection and technical due diligence at Amazon. You will lead technical site due diligence projects, partnering with stakeholders across the AWS infrastructure organization, to shape the future of AWS' infrastructure growth and investments. You will play a key role in site selection and site due diligence for new and existing AWS regions. You will scope the technical studies and analysis required to appropriately evaluate prospective datacenter sites, hire and oversee the work of engineering and technical consultancies, understand the inter-relationships between technical disciplines, coordinate with internal stakeholders, and interpret the results of this analysis to make site acquisition, design, engineering, and technology recommendations. You will evaluate the impact of identified site risks and constraints on development costs and schedules. The right person for this role will have a strong track record of technical program management, the demonstrated ability to deliver multiple high priority projects simultaneously, the ability to drive alignment across teams with competing priorities, and be a strong advocate for technical risk management. Key job responsibilities - Guiding the expansion of AWS infrastructure in new and existing regions by delivering technical site risk analysis and due diligence assessments. - Owning infrastructure site selection and due diligence projects, applying standard approaches, templates, designs, and processes. - Scoping, contracting, supervising, coordinating, and interpreting the results of engineering, environmental, and technical studies - Managing budgets, establishing schedules, escalating technical and project risks, and making trade-offs based on business priorities. - Owning the multidisciplinary preliminary design for our sites consistent with AWS design standards and technical specifications. Assessing and drawing conclusions from a wide range of real estate, engineering, construction, policy, environmental, planning, and business development considerations and making associated technical and business recommendations. About the team Why AWS Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Diverse Experiences Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying. Work/Life Balance We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud. Inclusive Team Culture Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness. Mentorship and Career Growth We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional. #DCPD_Delivery BASIC QUALIFICATIONS- 5+ years of technical program or project management experience - Bachelor's degree in an engineering or scientific discipline, or equivalent experience - Multidisciplinary concept/preliminary design experience - Background in civil engineering, architecture, environmental sciences, or similar technical disciplines PREFERRED QUALIFICATIONS- Experience leading technical workstreams for infrastructure projects - Licensed professional engineer/Architect with accredited institute, or equivalent technical certification - Master's degree in an engineering or scientific discipline, or equivalent experience Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $66,800/year in our lowest geographic market up to $142,800/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************** This position will remain posted until filled. Applicants should apply via our internal or external career site.

Our client, a well established, West Coast based real estate investment, development, and asset management company is seeking a Manager/Director of Investor Relations and Capital Formation. This role will be based in Seattle and is hybrid. The Director will be a key contributor in both capital formation and investor servicing, while also shaping and executing marketing initiatives. This role bridges investor relations, sales enablement, and marketing operations, making it ideal for someone who thrives in a fast-paced, entrepreneurial setting and enjoys collaborating across capital raising, communications, and client engagement. KEY RESPONSIBILITIES: Investor Relations & Sales Operations Marketing & Event Execution Compliance/Due Diligence Coordination Cross-Functional Collaboration QUALIFICATIONS: 5-8 years of experience in investor relations, client services, or sales/marketing operations in private equity, real estate investment, or alternative asset management. Familiarity with HNW and RIA channels Self-starter who thrives in a collaborative environment Bachelor's degree required; finance, business, or communications background preferred. COMPENSATION: Base annual salary of $175,000 plus bonus

The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly with Account officers. Essential Job Functions Responsible for the credit and monitoring of portfolio risks Working directly with account officers and team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers. Conducts preliminary evaluation and underwriting of loan proposals terms sheets. Contribute to the Team's overall meeting and/or exceeding the assigned volume/production goals Identify and recommend changes and enhancements to the Bank's lending policies and procedures to best serve the current market needs Responsible for the full cycle of loan requests process. Provide financial analysis, obtain data to prepare a term sheet, and write proposals to expand the lending business. Requests all third party appraisals, environmental reports, and ensures all are within compliance. Identify areas of concern pertaining to a loan and discuss with Account officers Primary liaison with the Credit Department on loans submitted, prepare risk rating change proposal and facilitate the loan approval. Primary contact for coordinating information between client and internal departments in the loan process. Responsible for communication and finalizing loan closing. Responsible for overseeing renewals, document tickler and covenant tracking of loans. Monitor loan documentation exception reports and follow-up to clear up document exceptions in a timely manner. Monitor financial statement exception reports and follow-up to clear up financial statement exceptions in a timely manner. Works closely with Account Officers to manage maturing and re-price loans and identify new business opportunities. Troubleshoot, report, and manage activity on delinquent accounts at the various intervals Generate and provide requested reports as necessary on Team's loan portfolio Participate in team sales calls and attend external events and activities in a business development role. Qualifications/Requirements Minimum of five (5) years of experience working in a Banking environment with emphasis on credit area required. Prior working experience with loan underwriting is required. Formal credit training is required. Ability to analyze financial and project statement, corporate and personal tax returns. Understanding of basic loan structure processes and regulations associated with lending Strong understanding of loan documentation criteria Excellent verbal and written communication skills; Proficiency with Microsoft Office Suite (Word, Excel, Powerpoint) Excellent interpersonal, customer relations and sales skills Ability to demonstrate being a self-starter, well-organized, detail-oriented Strong team work ethics is required Ability to converse and exchange information with all levels of staff within organization. Ability to observe, perceive, identify, and translate data Ability to work well independently and in a fast-paced environment Travel within the local market may be necessary

Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab. You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**

Cercano Management LLC (“Cercano”) is a SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as a family foundation. Cercano is based in Bellevue, WA, with offices in Minneapolis, MN, and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis and across multi-billion-dollar portfolios. Cercano offers services for all aspects of a client's assets or family office. The team also has experience working with clients who have significant investments in non-financial assets on a global scale, such as fine art, professional sports teams, entertainment properties, intellectual property, commercial real estate, farmland, and personal residential estates. POSITION MISSION Cercano Management is seeking a Portfolio Manager/Investment Analyst to play a key role on the Cercano Investment Management team, with a primary focus on public equity investments in the multiple sectors. In this role, the Portfolio Manager will be an important member of the Investment Management team originating, evaluating and recommending investment ideas for the portfolio. The team is committed to providing superior long-term investment performance driven by exceptional research and security selection with a long-term fundamental focus. Overall, there is a strong emphasis on risk-adjusted returns. Specific responsibilities include building and maintaining detailed financial models, thoughtful valuation work, regular interaction with management teams and industry experts and creating meaningful investment reports. The successful candidate will be able to provide a differentiated view, identify change in covered companies and sub-sectors and reach fact-based conclusions within a risk/reward framework. Candidates for the position should exhibit a passion for continual learning and the study of financial markets. The candidate should demonstrate the ability to balance being action oriented with stability and having the conviction to know which path to advocate. Above all, the candidate must be a team player who is collaborative and accessible. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES Generate strong, insightful investment ideas based on independent research Ability to conduct face-to-face interviews with executive management teams, suppliers, and customers and conduct industry and competitive due diligence Collect and synthesize investment data on a macro and micro level while developing appropriate analytical processes to track and recommend changes to Portfolio Manager and CIO Understand thoroughly the dynamic consumer environment at a macro and micro level and be able to share economic and behavioral consumer data with the broader investments teams Support opportunities to early-stage venture capital and private-equity investments Utilize fundamental and/or technical research to arrive at sound and timely investment decisions Demonstrate honesty, responsibility, integrity, and fulfillment of commitments Ability to clearly communicate both in written form and verbally Geographic presence in Seattle is strongly preferred. Full relocation services would be offered You will bring to the role: The candidate should have relevant educational and work experience in buy-side and/or sell-side research, and investment banking in a variety of sectors. Additionally, the candidate should have demonstrated excellent analytical skills, a strong grounding in economic fundamentals and the ability to effectively communicate ideas. Most importantly, the individual should be intellectually curious, and engender a strong sense of commitment and integrity. Knowledge, experience, skill, and/or ability Excellent analytical skills including financial modeling and independent research Knowledge and understanding of investment valuation methodologies Experience with investment due diligence processes Strong communication skills (writing, verbal, and presentations) Computer skills MS Office (Word, Excel, Outlook) Advanced Excel skills Proficient with Bloomberg Knowledgeable with Power BI or similar business intelligence platforms Education/experience/certifications Strong academic credentials, including a bachelor's degree. Advanced degree(s) or CFA charter holders will be given favorable consideration. 1-5 years' experience with researching, collection and analyzing information related to a variety of sectors to help investment managers to make effective and profitable decisions on behalf of clients while building a profitable investment portfolio . SALARY RANGE: $150,000 - $216,000 on annual basis SALARY DETAILS: Pay will be based on multiple factors, including, and not limited to location, relevant experience/level and skillset while balancing internal equity. Our discretionary bonus program is in addition to the base compensation range listed above. Cercano is committed to fair, unbiased compensation along with competitive benefits in all locations in which we operate. TOTAL REWARDS: Cercano offers a comprehensive benefits package including medical, dental and vision insurance, Health Savings Account with generous annual employer contribution, Flexible Spending Accounts for health and dependent care, vacation and sick time off, paid holidays, paid parental leave, and the opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, company paid life insurance, and a Health and Wellness Benefit. Employees are also eligible for reimbursement for approved professional development activities. Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.

Meta designs, builds, leases, and operates the most innovative and efficient data centers in the world. Locating, developing and managing this data center infrastructure the "right" way is synonymous with ensuring high uptime, capacity availability, flexibility and capital and operational cost efficiency. Meta is seeking an experienced, organized, and collaborative Leasing Portfolio Manager to join the Data Center team. The Leasing Portfolio Manager is responsible for overseeing the end-to-end management and administration of Meta's leased and colocated data center portfolio. This role ensures the accuracy of rent rolls, compliance with audit requirements, effective lease negotiations, and seamless cross-functional communication. The Portfolio Manager acts as a key escalation point for both internal teams and landlords, driving process improvements and maintaining robust reporting and documentation standards. The Leasing Portfolio Manager has extensive experience abstracting and administering complex lease agreements and has a keen capacity to think both strategically and analytically. They have enhanced project management and communication skills and are able to closely communicate with cross-functional teams during the build-out and commissioning of data center leased facilities to ensure compliance with executed lease terms. Minimum Qualifications * Bachelor's degree in Business, paralegal studies, or technical discipline * Experience in leased data center administration, commercial real estate leasing, portfolio management, accounting, finance, logistics planning, contract management, and/or development of data centers or other large-scale or mission critical capital programs * Experience managing multiple projects and successfully collaborating and communicating with internal staff, consultants, vendors, and external stakeholders * Analytical, creative thinking and communications skills with proven experience to effectively distill and communicate complex commercial, market and contractual details to all organizational levels * Familiarity with lease administration systems (e.g., CoStar) and audit processes * Ability to manage multiple priorities and adapt to changing business needs * 5+ years of experience in commercial lease administration or contract management Preferred Qualifications * Advanced technical degree, law degree, or MBA * Experience in hyperscale data center lease administration Responsibilities * Facilitate communications and partnerships throughout the lease execution and administration process, including capacity planning, site selection managers, energy teams, data center design, construction, network engineering, legal, policy, communications, and finance, to align on the administration of executed leases * Develop ideas for improving portfolio management metrics and tracking mechanisms * Thoroughly and accurately review monthly rent roll and supplemental rent roll to provide approval for payment * Lead and coordinate audits and adapt to fluctuating audit volumes as new leases are executed * Negotiate and unblock Operations and Retrofit Projects to ensure teams can effectively meet business needs. This involves negotiating new lease terms, incorporating additional use cases, and securing necessary approvals * Support the Leasing Site Selection team during due diligence by reviewing and providing feedback for rent schedules and new lease drafts * Managing and communicating critical dates, milestones, and relevant terms of leased portfolio with partner teams, and developing and implementing improved notification processes * Serve as the primary escalation point for lease-related questions and issues from partner teams * Serve as a point of escalation to address operational issues raised by landlord for leased data centers * analyze critical issues, review lease terms, and coordinate with landlord to resolve problems * Ensure accurate abstraction of all leases and manage lease compliance * Review Service Level Agreement violations with Facilities Operations and facilitate appropriate remediation actions About Meta Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics. Equal Employment Opportunity Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here. Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.

Job Description Regional Portfolio Manager - Multi-Family Properties Seattle, WA Join an esteemed Real Estate Investor and Operator as a Regional Portfolio Manager and become an integral part of their dynamic team! With a robust portfolio exceeding several billion in value, they are looking for an experienced professional to ensure the optimal performance of our commercial and multi-family properties. The ideal candidate will possess over five years of experience in multi-family real estate, strong financial acumen, and team management skills. In this role, you'll initially oversee 6-10 properties' operations, tenant experience, and financial performance, collaborating closely with the Director of Property Management. With the firm's stellar industry reputation and diverse portfolio, you'll find ample opportunities for growth and advancement as the team is active and growing. Are you looking for an opportunity where you can be strategic, look ahead and implement plans for your portfolio? Then this could be the role for you! Portfolio Manager Responsibilities: Develops the annual budget(s) for their assigned communities and oversees attainment of budgeted goals by analyzing and evaluating financial performance, reconciling monthly statements against approved budget. Ensures that individual communities meet the established operational, financial, and business performance goals by inspecting properties, reviewing financials, market, and operational reports, and developing and implementing appropriate action plans to achieve results. Provides leadership to the team of Property Managers by interviewing, hiring, and training team members. Oversees and responsible for appropriate and adequate staffing at each community and supervises the talent acquisition, development, and management of community team members. Promotes company satisfaction through timely reporting and ongoing communication about the performance of the properties. Reviews, analyzes, and interprets market data to identify emerging trends that may impact the performance of the portfolio, and works with the Asset Managers, Property Managers, and others to develop and implement market plans that drive occupancy and revenue growth. Ensures that the appearance and physical aspects of the properties meet the established standards through routine site and safety inspections. Coordinates work activities and services from vendors, consultants, and other contractors as needed by researching and identifying needs, negotiating contracts, monitoring progress, processing invoices, and ensuring open communication between consultants and project team members. Inspects the properties on a regular basis for safety hazards, property damage, and needed repairs by maintenance staff. Follows up on repairs to verify completion and compliance with property insurance companies, OSHA, government agencies, safety policies and risk management procedures. Adhere to the branding guide to maintain brand integrity across community and property management platforms. Collaborate with the Director to assess changes in the rental market through analysis of traffic and rental records. Supervise maintenance programs that encompass interior and exterior conditions and appearance of properties. Reviews and monitors the completion of all capital projects approved in the annual business plan. Regional Portfolio Manager Qualifications: 5+ years' experience in Multi-family Property Management. Minimum 4 years in a Supervisory Role. 5+ years managing multiple sites. Bachelors Degree in real estate, accounting, finance or related field preferred. Solid experience creating and managing a budget and producing monthly, quarterly and yearly variance reports. ARM, CPM, CAM designation preferred. WA Real Estate license desired. Working knowledge of Yardi software. Competent in MS Office and relevant databases and software. Well organized with excellent time management skills. Company Benefits: Medical, Dental, Vision, and Life Insurance Generous PTO and paid holidays 401K and potential for bonuses/profit sharing Excellent opportunities for advancement, continued learning, and more! Compensation: $130K - $150K + bonus

About Team / Role WEX Venture Capital is the global venture capital arm of WEX Inc., a global financial technology company that provides payment processing, information management, and fleet card payment solutions to businesses of all sizes, including over 19 million commercial vehicles. The mission of WEX Venture Capital is to position WEX to succeed in the most compelling emerging areas around our business, across mobility and B2B payments. We invest in startups with new technology and business models and then create new partnerships with WEX that pull WEX into new areas, while using our scale to accelerate the success of the companies we support. We are seeking a full-time Portfolio Operations Manager, WEX Venture Capital. The ideal candidate is highly motivated to drive portfolio support and fund operations so we can maximize the value we can create for our portfolio companies. We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry. How you'll make an impact * Create an innovative playbook for how to translate WEX's technology, global customer base and channel partnerships into strategic value for new and existing portfolio companies * Drive strategic partnerships and integrations for WEX's portfolio companies across WEX, from scoping through implementation and measurement * Communicate progress about WEX's portfolio companies to WEX's global employee base to generate new product and commercial opportunities that can help our portfolio companies grow * Craft partnerships and awareness of WEX Venture Capital within the electric mobility and fleet software ecosystems, including with venture capitalists, startups, accelerators, and incubators * Collaborate cross-functionally to support WEX's commercial and product teams with ongoing partnership efforts * Analyze performance for WEX's investments to drive decision-making and reporting * Assist in creating and presenting reporting memos and decks for WEX's executive leadership team and board of directors * Develop a vision for how to support the continued growth and success of our portfolio companies beyond WEX Experience you'll bring * Bachelor's Degree with 10+ years of experience in venture capital platform or operations roles, VC/accelerator program management, or sales, operations, or community roles at a high-growth startup. * High autonomy (we are a small but mighty team) with a track record of ideating and executing cross-functional projects and partnerships across a global, matrixed organization * Superior organizational, relationship-building, and communication skills with the ability to prepare executive-facing materials and work with stakeholders across WEX and our portfolio companies * Experience in managing multiple tasks under timelines with shifting priorities * Deep interest in both the climate technology industry and the venture-backed startup ecosystem * Entrepreneurial mindset and passion for building alongside founders, up for the challenge of helping them collaborate with a global organization You should expect * A collaborative and intellectually-stimulating working environment * The opportunity to engage with various stakeholders across the business * Mentorship from leaders across WEX, including: venture capital, corporate development, finance, strategy, product, marketing, general managers, executive leadership, and sales teams across the US and Europe The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section. Pay Range: $113,000.00 - $150,000.00

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager I supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial, CRE or Middle Market) providing quality underwriting, sound portfolio management and superior client service. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures Completes industry research, as needed, supporting existing and new Customers to the Bank Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation. Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool) Guides the loan request through the Credit Approval Process and insures that structure meets the needs of the client and the operating objectives of the Bank Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures Monitors and services the large commercial loan portfolios of the supported Commercial Bankers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available. Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.) Undertakes special projects related to job function as determined by Credit Administration Leadership Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans. As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations. Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace. Stays abreast of products and services the Bank is providing. Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws. Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES Excellent interpersonal skills Proficient in Microsoft Excel and Word Strong organization skills High attention to detail Cooperative and willing to assist coworkers and customers on a regular basis Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others Possesses multi-tasking skills and be able to function well under pressure Ability to remain composed under pressure and respond to customer and coworker concerns regularly Patience and willingness to help others in solving problems while maintaining a positive attitude Qualifications, Education, and Certification Requirements Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience Experience: Minimum of 2-4 years' experience in credit analysis, commercial banking, business banking and/or portfolio management. Familiarity with loan structuring and loan documentation is preferred. Certifications/Specific Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching. WORK ENVIRONMENT Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. Travel may be required to come to meetings as needed. Equal Opportunity Employer, including disabled/veterans.

**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

**UW Medicine Supply Chain Management** has an outstanding opportunity for a **Capital Portfolio Manager.** **WORK SCHEDULE** 100% FTE, Days Hybrid telework 2 days per week This position requires building close working relationships with clinical leaders; Onsite work at Harborview, UW Medical Center-Montlake and UW Medical Center-Northwest will be important to success in this position **POSITION HIGHLIGHTS** + Own, establish and run the first capital equipment purchasing program for UW Medicine hospitals + Have autonomy to develop a new program with the support and guidance to be successful + Bring your builder mindset to creatively solve new and undefined problems + Unleash your skills as an aggressive negotiator to get the best deal + Work with an award-winning team: UW Medicine Supply Chain Management won Husky Sustainability and Stryker Sustainability Solutions Healthy Hospital Platinum and Gold Awards for spearheading a single-use device reprocessing program which has diverted 355 tons of waste from landfills, recycled over $50,000 in precious metals, and achieved $1M in annual growth, totaling $28M in cost savings since 2018 **DEPARTMENT DESCRIPTION** UW Medicine Supply Chain Management's objective is to ensure our patient care experience is enhanced by delivering a robust foundation of services, operational and technical support, and the sharing of comprehensive, relevant, and highly specialized supply chain management expertise. **PRIMARY JOB RESPONSIBILITIES** + Work closely with finance directors and site leads across UW Medicine hospitals to assert a point-of-view on capital equipment planning and facilitate purchasing between hospital subject matter experts and external vendors + Leads vendor negotiating strategy and monitors supplier contracts to standardize processes, identify opportunities for improvements to utilization, cost savings, and management of equipment lifecycles + Coordinates recurring system capital equipment value analysis with finance, site leads, administrators, project managers, department heads, and others as appropriate + Ongoing financial analysis and modeling of total capital equipment acquisition costs **REQUIREMENTS** + Bachelor's degree in related field and four years of experience in supply chain management, contracting, procurement, and/or value analysis + Expertise in negotiating and/or administering capital equipment procurement contracts, purchasing programs + Equivalent combination of education and experience may substitute for the stated requirements **Compensation, Benefits and Position Details** **Pay Range Minimum:** $99,996.00 annual **Pay Range Maximum:** $140,004.00 annual **Other Compensation:** - **Benefits:** For information about benefits for this position, visit ****************************************************** **Shift:** First Shift (United States of America) **Temporary or Regular?** This is a regular position **FTE (Full-Time Equivalent):** 100.00% **Union/Bargaining Unit:** Not Applicable **About the UW** Working at the University of Washington provides a unique opportunity to change lives - on our campuses, in our state and around the world. UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty. **Our Commitment** The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81 (*********************************************************************************************************************** . To request disability accommodation in the application process, contact the Disability Services Office at ************ or ********** . Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law (********************************************************* . University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.

Skip to main content * Home * Career Opportunities * About Us * Who We Are * Why Chempoint * Applicant Status Search by Keyword Search by Location Clear * Home * Career Opportunities * About Us * Who We Are * Why Chempoint * Applicant Status View Profile Search by Keyword Search by Location Show More Options Loading... Function All Title All Country/Region All City All State All Zip All Clear Select how often (in days) to receive an alert: Create Alert × Select how often (in days) to receive an alert: Apply now " Title: Product Portfolio Manager Location: Bellevue, WA, US, 98004 Company Name: ChemPoint LLC Requisition ID: 34248 A Place Where People Matter - Growing our People to Grow Our Business We're thrilled that you are exploring career opportunities where you can continue to make a positive difference every day to think big about our future and push the limits of our industries. Primary Purpose: The primary responsibility of the Product Manager is to manage, optimize, and grow ChemPoint product lines in accordance with supplier investment and objectives and ChemPoint's strategic aims. What you will do: * Acts as liaison and primary ChemPoint contact for suppliers; understands and leverage supplier partnership opportunities while packaging and presenting sales data to set and manage supplier expectations. * Analyzes sales results, leads and opportunities information pertaining to product lines and provides direction to marketing team for campaign strategy. * Builds product line plans and coordinates internal strategies for product lines that incorporate supplier and internal objectives and ensures alignment by effectively implementing & monitoring sales execution, providing product line training and offering first line support on pricing issues. * Works with Demand Planning and Supply Chain teams, using knowledge of the customer-base and industry to plan monthly/yearly projections for what will be sold and what will need to be bought to service the customer-base. * Collaborates with Market Developers on the learnings and results of all demand generation activities (phone activities, supplier leads, web leads, etc.) * Mentor interns by providing projects and tasks to assist relevant business area * Aligns behavior and actions with ChemPoint culture by showing up with energy, promoting and adapting to change, initiating and promoting innovation, leading with courage, and having fun. * Shows interest in industry and global trends Ongoing * Demonstrates job competencies and remains accountable for performance in area of responsibility. Ongoing * Performs other related duties as required or requested. What you will need: * Bachelor's degree from fully accredited four-year institution or equivalent work experience required * Experience in business to business sales organization, preferably as a Market Developer, or 5+ equivalent technical sales experience * Experience and strong knowledge of using PC and Windows OS * Knowledge and experience working with MS Office Suite, with strong Excel skills * Consultative selling skills * Exhibits some versatility when interacting with customers, suppliers, and outsourced relationships * Effectively conveys ideas and concepts via multiple modes of communication, including excellent telephone skills * Knowledge of ChemPoint products & services and the industries we serve * Problem-solving and negotiation * Customer and territory management * Knowledge of pricing and marketing strategy * Expereince with CRM systems, Microsoft Dynamics preferred Where you will work: Hybrid Bellevue, WA or The Woodlands, TX (remote other locations) It takes people like you and a global network of employees across North America and EMEA to build a company where the best people want to work. As a valued ChemPoint employee, your role is to be fanatical about every customer and supplier interaction. We are committed to a diverse workforce and a culture of inclusion. Together, we are building a culture where we respect one another as peers and that acknowledges the unique experiences, perspectives and expertise of individuals and provides the development and growth opportunities to empower us to redefine our industry. ChemPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against based on their race, gender, sexual orientation, gender identity, religion, national origin, age, disability, veteran status, or other protected classification.

**Job Summary and Responsibilities** This position is responsible for the day to day Facilities operations in a single hospital or health center. Responsibilities may include oversight of an additional department such as Plant Operations, Environmental Services, Security, Real Estate properties, and Environmental Safety. Responsibilities include project management / oversight of minor construction / building renovation projects and other duties as assigned. This position is responsible for Program Quality Evaluation (PQE), departmental financial performance, personnel recruitment, staff training and development, customer satisfaction program improvements, and personal growth. This position may include any combination of the following responsibilities: + Manages single acute care facility totaling approximately 500,000 square feet and less than 250 licensed beds. + Oversight of an additional department such as Environmental Services, Dietary, Transportation, Laundry, Security, etc. + May serves as the Life Safety Officer The Manager, Facility Management carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CommonSpirit Health and fully supports CommonSpirit Health's Mission, Philosophy and Core Values. Reporting Relationships Reports directly to Director, Facility Mgmt. or Division Director, Facility Mgmt. within National Real Estate Services and interfaces with the various people and teams across System / Divisions / Markets / Hospitals, as needed, for all Facilities related initiatives, and special projects as assigned. + Manages operations of facility management by conducting monthly department meetings; ensuring that reports are delivered in a timely manner; providing a working environment that meets all regulatory compliance; and completing and maintaining all key performance indicators. + Develops capital and operational budgets, verifies, and assures appropriate use of staff, materials, supplies and vendors. Assures appropriate use of staff, materials, supplies and vendors. + Responsible for financial performance of areas managed by: attaining all expense budgets and cost containment targets; assuring that expenditure authority and level are adhered to; and forwarding, in a timely manner, all appropriate PO's, invoices and financial details to the appropriate sources. Increasing GPO contract compliance and consolidating service contracts at the division level. + Ensures all maintenance procedures meet all applicable codes, standards, or equipment requirements. + Responsible for the recruitment, training, and development of staff. This includes holding all necessary staff meetings and conducting or sponsoring education. Perform midyear and annual performance evaluations. + Develops an ongoing communication plan with staff, leadership, and customers. This includes conducting all necessary meetings with facility administration and forwarding all positive and negative customer/vendor communications. Assures client reports are delivered in a timely manner to CSH Divisional leadership. + Responsible for the annual PQE process. Assures continued accreditation, renewal of licenses, and adherence to rules and guidelines set forth by applicable regulatory agencies. (OSHA, EPA, The Joint Commission, DNV, CMS, etc.) + Assures current records of all maintenance procedures are kept as required to meet all applicable codes and standards. + Maintains Preventative and Corrective Maintenance completion rate at or above program targets. + Manages customer satisfaction surveys at least annually. + Foster and maintain positive working relationships with senior hospital administration and all other constituents and customers. + Provides personal growth opportunities and professional training support for team members based on needs that support the team and CommonSpirit Health initiatives. + Networks with peers to gain innovative ideas and sourcing of information. + Responsible for the implementation and management of continuous improvement initiatives that support operational excellence, financial stewardship, and national programs. + Supports construction related activities including an advisory role in the development and implementation of the Master Facility Plan, as required. Key Skills, Knowledge, & Abilities + Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to a variety of analytical support requests. + Ability to solve practical problems and deal with variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. + Understanding of cost-benefit analysis in selection of sustainable business strategies. Knowledge of financial planning including budget development, consultant contract review and project budgeting. + Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to prepare, analyze and present budgets, detailed financial and business case studies. + Outstanding communication and interpersonal skills. Must be able to communicate with alllevels in a respectful, supportive, positive, objective manner, keeping the issues at the forefront of the discussion. + Organizational skills: time management, self-motivation, project management, priority setting. + Computer Skills: Google Suites; MS Office (Word, Excel, PowerPoint, Access), Outlook, Facilitation Relational Databases, and Microsoft Project. + Change management, and group process skills. + Working knowledge of codes and standards. These include but may not be limited to those that regulate the healthcare industry. \#LI-CSH **Job Requirements** + Bachelor Degree in related field preferred. Equivalent combination of education and work experience may be considered. + Minimum 4 years of progressive leadership experience with a minimum of 2 years in hospital maintenance / medical equipment operations management required. + Professional Designation, Licensure, certification preferred i.e. (CHFM, CHC, PE). + Construction experience, Safety, and Security experience preferred. + Must demonstrate financial and operational management skills. + Effective written and verbal communication skills. **Where You'll Work** At the heart of CommonSpirit Health's ministry are the national office departments that provide the foundational support, resources, and expertise that empower local communities to focus on what they do best-caring for patients. Our teams bring together expertise in clinical excellence, operations, finance, human resources, legal, supply chain, technology, and mission integration. Guided by our faith-based values, the national office fosters consistency, alignment, and innovation across CommonSpirit. By centralizing expertise and leveraging economies of scale, we enable each location to operate efficiently while maintaining flexibility to address unique local community needs. From advancing digital solutions to driving health equity, these departments extend the healing presence of humankindness everywhere we serve. **Pay Range** $43.10 - $64.11 /hour We are an equal opportunity employer.

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Manager, Investor Services Location: Bellevue, WA | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: Lead daily team operations, performance reviews, and staff development Serve as client and internal point of contact; resolve escalated issues Coordinate new client onboarding and fund launches Analyze and manage fund data; ensure database accuracy Collaborate with auditors and accounting on due diligence Participate in meetings to enhance client service and regulatory compliance Oversee training programs and identify development needs Drive department initiatives and process improvements Review offering documents, investor reports, and fund manager data Approve wire transfers and investor transactions per fund guidelines Maintain dashboards and respond to investor and internal inquiries Support application testing and other assigned duties What You Will Bring: Bachelor Degree or equivalent work experience Managerial experience is required Knowledge of financial services/mutual funds/ hedge funds/private equity funds required. Good Knowledge of Microsoft Office Products Proven ability to work under pressure and meet deadlines Strong organizational and relationship building skills Proven training skills and adaptable to various software/database applications Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ #LI-JS1 #LI-Hybrid Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

At F5, we strive to bring a better digital world to life. Our teams empower organizations across the globe to create, secure, and run applications that enhance how we experience our evolving digital world. We are passionate about cybersecurity, from protecting consumers from fraud to enabling companies to focus on innovation. Everything we do centers around people. That means we obsess over how to make the lives of our customers, and their customers, better. And it means we prioritize a diverse F5 community where each individual can thrive. Position: Manager, Investor Relations Reports to: VP of Investor Relations The Manager of Investor Relations (IR) is responsible for supporting the development and execution of F5's global investor relations program. This role reports to and partners closely with the VP of IR, engaging with both internal and external stakeholders to ensure accurate communication of F5's strategy, financial performance, and value proposition to the investor community. Key Responsibilities Investor Relations Strategy and Execution Collaborate with the VP of IR to develop and execute F5's investor relations strategy, annual operating plan, and budget to ensure alignment with corporate objectives. Represent the company in presentations, meetings, and discussions with investors, analysts, and other key stakeholders to educate them on F5's strategy, financial results, and outlook. Manage the creation of IR materials, including the annual shareholder letter, earnings call scripts, investor presentations, news releases, and SEC filings to ensure effective shareholder communication. Assist in the development of key investment messages and create content for digital platforms, including the Investor Relations website, ensuring the site is accessible, accurate and current. Organize, execute and staff investor engagement activities, including conference calls, investor and analyst meetings, roadshows, and site visits. Support strategic investor targeting and outreach, leveraging data-driven techniques to identify high-priority investors and build relationships. Support planning and execution of F5's Analyst and Investor Meetings. Advocate for F5's positions with institutional investors, proxy advisors, and ESG-focused stakeholders in advance of the annual shareholder meetings to influence voting outcomes. Monitor shareholder proposals, emerging sentiment, and ESG trends to integrate investor feedback into company strategies. Provide reports summarizing shareholder feedback, market sentiment, industry trends, and the company's relative stock performance. Monitor peer company news and financial reporting and provide concise summaries to F5 internal audiences. Track sell-side analyst estimates and models, flagging potential anomalies to the VP of IR. Conduct and present analyses of investor perceptions, stock performance, brokerage analyst opinions, and competitive intelligence to senior leadership and the Board of Directors. Partner with teams across the organization, including Finance, Legal, Communications, and ESG, to ensure consistent and accurate messaging to all stakeholders. Source, secure and work with third-party vendors as needed including managing the F5 procurement process. Identify, test and put into production AI-driven tools and process to drive efficiency and clarity. Monitor for and report on early signs of shareholder activism. Leadership and Collaboration Provide strategic advice to senior leadership on investor communication, shareholder engagement, and messaging consistency across external and internal communications. Accompany executives to investor and analyst engagements, ensuring compliance with disclosure laws. Contribute to strategic projects, including M&A analysis and evaluation of initiatives impacting shareholder value (e.g., capital allocation, ESG initiatives). Partner with the communications team to assist with disclosures, crisis communications, and special events, ensuring alignment with regulatory requirements. Qualifications and Skills At least 5 years' experience in investor relations, finance, marketing, planning and development, or corporate communications for a public company or consulting agency with public company clients. Strong knowledge of financial markets, corporate strategy, and public company reporting requirements. Proven ability to communicate complex information concisely to a variety of audiences, including investors, analysts, and senior leaders. Experience developing strategic presentations/documents and analyzing key financial metrics, valuation scenarios, and stock market trends. Excellent collaboration and leadership skills with the ability to influence and engage stakeholders at all levels. Steller organizational skills. College degree required, with a master's degree highly desirable. Strong interpersonal skills, superior intellect, and an outstanding ability to communicate using these qualities and skills. An energetic, efficient, and resourceful team player and individual contributor. An active and effective leader. A person with an insatiable appetite to learn Professional Development Stay current on economic, industry, regulatory, and market trends, as well as best practices in investor relations and corporate governance. Location Ideally Seattle but not a must. Travel Must have the ability to travel as necessary to represent F5 at financial conferences, trade and customer events, predominantly with the U.S. #LI-AC9 The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change. The annual base pay for this position is: $130,800.00 - $196,200.00 F5 maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, geographic locations, and market conditions, as well as to reflect F5's differing products, industries, and lines of business. The pay range referenced is as of the time of the job posting and is subject to change. You may also be offered incentive compensation, bonus, restricted stock units, and benefits. More details about F5's benefits can be found at the following link: ******************************************* . F5 reserves the right to change or terminate any benefit plan without notice. Please note that F5 only contacts candidates through F5 email address (ending with @f5.com) or auto email notification from Workday (ending with f5.com or @myworkday.com). Equal Employment Opportunity It is the policy of F5 to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. F5 offers a variety of reasonable accommodations for candidates. Requesting an accommodation is completely voluntary. F5 will assess the need for accommodations in the application process separately from those that may be needed to perform the job. Request by contacting accommodations@f5.com.

Job Description We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Seattle, WA Work Arrangement: Hybrid Typical Day in the Life A typical day as an Assurance Manager in Edmonds, WA serves clients as an assurance and business advisory professional. Supervises complex audits on a regular basis, delegating duties to Associate and Senior Associate level staff. Demonstrates extensive knowledge of auditing standards and accounting principles with the ability to meet time constraints. * Supervises complex audits and completes audit workpapers to achieve objectives including staff development, client needs, and engagement profitability. * Outlines engagement objectives, issues, findings and recommendations in a variety of client situations. * Reviews workpapers and financial statements prior to Partner involvement. * Manages client relationships with integrity by monitoring client needs and building value into professional service. * Evaluates the costs, benefits and risks of alternative solutions to client problems or needs. * Provides feedback in order to develop the audit practice. * Capitalizes on personal and professional experiences in order to develop business and practice lines. * Supervises and delegates duties to Associate and Senior Associate level staff. * Provides mentoring and technical training for staff in the audit department. * May assist with client billings to ensure they reflect work performed. * Participates in the area of business development. * Participates in community organizations and industry functions. * Ensures timely and accurate performance on assigned projects. * Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are * Bachelor's degree in accounting required. * 5+ years audit experience in public accounting required. * Valid Certified Public Accountant license required. * Advanced knowledge of auditing standards and accounting principles. * The ability to network and develop business. * Commitment to maintaining effective working relationships with internal teams and clients. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation (as applicable) $118,000 - $145,000. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore -a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-BL1 #LI-HYBRID

Regional Portfolio Manager - Multi-Family Properties Seattle, WA Join an esteemed Real Estate Investor and Operator as a Regional Portfolio Manager and become an integral part of their dynamic team! With a robust portfolio exceeding several billion in value, they are looking for an experienced professional to ensure the optimal performance of our commercial and multi-family properties. The ideal candidate will possess over five years of experience in multi-family real estate, strong financial acumen, and team management skills. In this role, you'll initially oversee 6-10 properties' operations, tenant experience, and financial performance, collaborating closely with the Director of Property Management. With the firm's stellar industry reputation and diverse portfolio, you'll find ample opportunities for growth and advancement as the team is active and growing. Are you looking for an opportunity where you can be strategic, look ahead and implement plans for your portfolio? Then this could be the role for you! Portfolio Manager Responsibilities: Develops the annual budget(s) for their assigned communities and oversees attainment of budgeted goals by analyzing and evaluating financial performance, reconciling monthly statements against approved budget. Ensures that individual communities meet the established operational, financial, and business performance goals by inspecting properties, reviewing financials, market, and operational reports, and developing and implementing appropriate action plans to achieve results. Provides leadership to the team of Property Managers by interviewing, hiring, and training team members. Oversees and responsible for appropriate and adequate staffing at each community and supervises the talent acquisition, development, and management of community team members. Promotes company satisfaction through timely reporting and ongoing communication about the performance of the properties. Reviews, analyzes, and interprets market data to identify emerging trends that may impact the performance of the portfolio, and works with the Asset Managers, Property Managers, and others to develop and implement market plans that drive occupancy and revenue growth. Ensures that the appearance and physical aspects of the properties meet the established standards through routine site and safety inspections. Coordinates work activities and services from vendors, consultants, and other contractors as needed by researching and identifying needs, negotiating contracts, monitoring progress, processing invoices, and ensuring open communication between consultants and project team members. Inspects the properties on a regular basis for safety hazards, property damage, and needed repairs by maintenance staff. Follows up on repairs to verify completion and compliance with property insurance companies, OSHA, government agencies, safety policies and risk management procedures. Adhere to the branding guide to maintain brand integrity across community and property management platforms. Collaborate with the Director to assess changes in the rental market through analysis of traffic and rental records. Supervise maintenance programs that encompass interior and exterior conditions and appearance of properties. Reviews and monitors the completion of all capital projects approved in the annual business plan. Regional Portfolio Manager Qualifications: 5+ years' experience in Multi-family Property Management. Minimum 4 years in a Supervisory Role. 5+ years managing multiple sites. Bachelors Degree in real estate, accounting, finance or related field preferred. Solid experience creating and managing a budget and producing monthly, quarterly and yearly variance reports. ARM, CPM, CAM designation preferred. WA Real Estate license desired. Working knowledge of Yardi software. Competent in MS Office and relevant databases and software. Well organized with excellent time management skills. Company Benefits: Medical, Dental, Vision, and Life Insurance Generous PTO and paid holidays 401K and potential for bonuses/profit sharing Excellent opportunities for advancement, continued learning, and more! Compensation: $130K - $150K + bonus

**UWMed Supply Chain Value Analysis** has an outstanding opportunity for a **Value Analysis Portfolio Manager** _WORK SCHEDULE_ Full Time Hybrid (3 days or more per week) Monday - Friday _DEPARTMENT DESCRIPTION_ The Value Analysis Department within UW Medicine Supply Chain plays a critical role in advancing clinical and financial excellence across the health system. Focused on strategic sourcing, product standardization, and cost containment, the team collaborates with clinical, administrative, and operational leaders to evaluate surgical and medical products, technologies, and services. Through data-driven analysis, project facilitation, and contract compliance oversight, the department ensures value-based decision-making that supports high-quality patient care, operational efficiency, and fiscal stewardship. The department also leads system-wide initiatives, educates stakeholders on value analysis principles, and maintains rigorous tracking of savings and outcomes. _POSITION HIGHLIGHTS_ + Lead Surgical Services Value Analysis & Facilitation + Project & Fiscal Oversight with Data-Driven Strategy + Contract Compliance & Strategic Sourcing Integration _PRIMARY JOB RESPONSIBILITIES_ + **Facilitate and manage value analysis initiatives** by collaborating with hospital and system-level leaders to develop and implement cost management programs, standardize products and processes, and promote quality improvement. Lead product evaluations, maintain project trackers, and educate staff on value analysis principles and procedures. + **Analyze data to drive fiscal efficiency** , identifying opportunities for cost savings, improved supply utilization, and process enhancements. Monitor purchasing patterns, evaluate group purchasing contracts, and recommend changes to improve clinical and operational outcomes. + **Oversee contract compliance and supplier performance** , ensuring adherence to state and federal procurement regulations. Manage strategic supplier relationships, complete required procurement training, and participate in delegated signature authority processes as approved by leadership. _REQUIRED QUALIFICATIONS_ + Bachelor's Degree in healthcare field + Four to five years of experience in a clinical or other healthcare field + Ability to work in a high-volume environment where great emphasis is placed on customer service and creative problem solving skills + Ability to plan, organize, implement and complete projects. + Ability to perform complex financial analysis + Demonstrated knowledge of and experience in developing, negotiating, and administering major procurement contracts for technically complex goods and services + Knowledge of and demonstrated experience in computer skills including spreadsheet and word processing, electronic mail, WEB-based activities, and the utilization of automated systems used in inventory replenishment and distribution activities OR + An equivalent of education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration. **Compensation, Benefits and Position Details** **Pay Range Minimum:** $99,996.00 annual **Pay Range Maximum:** $140,004.00 annual **Other Compensation:** - **Benefits:** For information about benefits for this position, visit ****************************************************** **Shift:** First Shift (United States of America) **Temporary or Regular?** This is a regular position **FTE (Full-Time Equivalent):** 100.00% **Union/Bargaining Unit:** Not Applicable **About the UW** Working at the University of Washington provides a unique opportunity to change lives - on our campuses, in our state and around the world. UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty. **Our Commitment** The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81 (*********************************************************************************************************************** . To request disability accommodation in the application process, contact the Disability Services Office at ************ or ********** . Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law (********************************************************* . University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.