Portfolio manager jobs in Centennial, CO - 367 jobs

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our State and Local Tax (SALT) practice. Responsibilities: Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience Review information presented on state income tax returns before, during and after preparation Build and manage client relationships, and supervise, mentor, and develop staff Additional Responsibilities for Senior Manager: * Oversee risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: Minimum five years of recent experience preparing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues Licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts Ability to foster relationships both internally as well as with clients and desire to perform in a high-energy team environment Exceptional writing, compliance, communication, management and tax research skills Additional Qualifications for Senior Manager: * Minimum eight years of recent experience * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $130900 - $284400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Title: Tax Manager Salary: $120,000 - $160,000+ Benefits (DOE) About Us: We are a boutique accounting firm in Boulder that acts as a true growth partner to our clients. Serving innovative industries like technology, real estate, professional services, and startups, we blend high-level expertise with a personalized, hands-on approach. We are committed to leveraging cutting-edge technology to deliver clear, actionable insights that go beyond standard compliance. Position Overview: We are looking for an experienced and client-focused Tax Manager to lead key tax engagements. In this role, you will be a primary advisor to a diverse client base, responsible for delivering strategic tax planning and compliance services. You will be instrumental in mentoring our team, strengthening client partnerships, and contributing directly to our firm's reputation for excellence. Key Responsibilities: Lead the preparation and review of complex federal and multi-state tax returns for pass-through entities, corporations, and high-net-worth individuals. Develop and implement proactive tax planning strategies to minimize liabilities and maximize opportunities for clients. Serve as the primary point of contact for a portfolio of clients, building lasting relationships based on trust and expert guidance. Advise clients on complex transactions, including mergers, acquisitions, and stock option planning. Mentor, train, and develop tax staff, fostering a collaborative and high-performing team environment. Required Qualifications: Active CPA license. 5+ years of progressive tax experience within a public accounting firm. Bachelor's degree in Accounting. Strong technical knowledge of tax compliance and planning for partnerships, S-corporations, and high-net-worth individuals. Proven experience in managing client relationships and engagement teams. Preferred Qualifications: Master's degree in Taxation. Experience serving clients in industries such as Technology, Real Estate, Professional Services, or Start-ups. Demonstrated experience in mentoring and developing junior staff. What's in it for You: Play a key leadership role in a respected and growing boutique firm. Work directly with dynamic clients in Boulder's most innovative industries. A collaborative and modern environment that values partnership over simple compliance. Significant career growth potential and direct access to firm leadership. Access to cutting-edge technology and research tools to enhance your work. Benefits

Join a Premier Advisory Firm Serving High-Net-Worth Clients We're partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families-many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country. About the Role This is a great opportunity for an experienced Tax Senior Manager or Director who's ready to move beyond compliance and into a more advisory-focused role. You\'ll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility-remote, hybrid, or onsite arrangements are all possible. What You'll Do Be a trusted advisor to high-net-worth clients and family offices Offer proactive guidance and custom planning solutions Lead teams on tax returns, financial statements, and related deliverables Oversee quality control and provide final reviews Juggle multiple client relationships and special projects Coach and mentor junior team members Support business development efforts-think proposals, meetings, and collaborations Stay sharp on tax law changes and industry trends What We're Looking For Must-Haves Bachelor's in Accounting (or similar field) CPA or equivalent certification 6+ years of tax/advisory experience 3+ years in a supervisory or leadership role Excellent communication and interpersonal skills Comfort with modern tax and accounting software Willingness to travel if needed Nice-to-Haves Master's in Taxation or Accounting Experience working with high-net-worth clients, trusts, or Family Offices Open to hybrid work (ideally 3+ days per week in the office or at client sites) Perks & Compensation Remote or Hybrid Competitive salary: $140K-$160K depending on your background Full benefits: medical, dental, life, disability, 401(k) match, FSA/HSA, and more Generous PTO, holidays, and sick leave Support for continuing education, CPA exam, and employee referrals If you're looking for a role where you can make an impact, build long-term relationships, and grow your expertise with a collaborative and respected team-we'd love to hear from you. 📩 Apply today by sending your resume to steve@solidrockrecruiting.com or connect with me to learn more! Direct Phone: 605-273-2108 #J-18808-Ljbffr

A leading CPA advisory firm in Denver is looking for a Tax Senior Manager to deliver tax advisory and compliance services to middle market clients. This role involves managing client relationships, mentoring staff, and providing expert guidance on complex tax matters. Candidates should possess a bachelor's degree in accounting or law, a CPA or JD, and over eight years of experience in tax compliance. Competitive salary and flexible work arrangements offered. #J-18808-Ljbffr

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

SUMMARY OF JOB: Collect, compile, and analyze credit information for Portfolio Managers, Bankers, and Credit Administration to facilitate portfolio monitoring and lending decisions for commercial credit requests (C&I, Real Estate, Agricultural, Construction, Private Banking, SBA, etc.) for both existing and prospective customers. Will work closely with Customers, Bankers, Portfolio Managers and Credit Administration to review customer accounts and portfolios in order to identify, evaluate, and determine the appropriate course of action in order to maximize credit quality and minimize risk and potential loss to the Bank. ESSENTIAL JOB RESPONSIBILITES: * Conduct credit and statistical analyses for C&I, Real Estate, Agricultural, Construction, Private Banking, SBA and other commercial requests. Analyze output to include spreads, cash flows, and credit displays with accurate, thorough and thoughtful documentation. In addition, assist in completing covenant tests, portfolio monitoring, and annual reviews. * Organize, analyze, and summarize financial statements, cash flow data, tax returns, appraisals, rent rolls/tenant leases, collateral support, Borrower/Guarantor credit histories and other related materials in process of analyzing credit requests. Identify key credit risks and mitigating factors and provide a summary of credit-worthiness and risk involved of client and transaction. * Collect and compile pertinent credit data to prepare financial spreads, cash flows and credit displays. Assist Bankers and Loan Assistants with ongoing portfolio monitoring (financial reporting, loan covenants, annual reviews, etc.) of Customers' financial performance based on existing Bank polices and loan agreements. Manage loan renewal and credit exceptions. * Calculate pertinent financial ratios appropriate for transactions and other financial data as appropriate. * Collaborate with Bankers on joint calls with existing and potential customers to better understand lending deal and make appropriate recommendations. * Maintain current knowledge and follow all bank financial and security regulations and procedures. * Embody, embrace, and demonstrate InBank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity. * Other duties as assigned SPECIFIC DUTIES AND RESPONSIBILITIES: Customer Service: Ability to work effectively with both internal and external contacts. Financial: Proficient knowledge of commercial banking, economics, accounting, and finance Administrative Duties: Not Applicable Autonomy: Discretion for recognizing and minimizing risk to the bank. Employees Supervised: Not Applicable Budget Responsibility: Not Applicable Education: * High School Diploma; College Degree Preferred Work Experience: * 2+ years of experience in credit analysis and/or lending activities 4-5 years of retail experience. SBA experience preferred. Supervisory Experience: * Not Applicable Licenses/Accreditations: * None required Computer Skills: * Intermediate skills with Microsoft Office Suite, Analysis Software (Moody's, MetroStudy) Other Requirements: * Proficient working knowledge of financial and spread analysis, credit, lending, and underwriting processes and principles. * Proficient working knowledge of credit risk and relationship manager teams. * Solid internal and external relationship and communication skills - both verbal and written. * Strong organizational skills and ability to multi-task efficiently and accurately in a production-oriented environment. * Ability to make sound decisions and recommendations regarding credit risk (quality, structure, etc.). * Ability to think critically, operating independently, and take accountability. * Occasional travel may be required for meetings/trainings. * Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, and operating a telephone. Preferred Skills/ Experience: * Critical thinking and problem solving. * Strong attention to detail and accuracy; professional and courteous communication skills. * Ability to effectively communicate between key internal business partners.

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: * Plan and schedule own workload to efficiently meet benchmarks within the department. * Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. * Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. * Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. * Follow up with borrowers and management companies regarding variances and general income and expense questions. * Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. * Monitor maturing loans and provide the required notices to borrowers. * Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. * Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. * Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. * Calculate and coordinate loan payoff requests, including yield maintenance calculations. * Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. * Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. * Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. * Assist team members on advanced and/or complicated consent requests. * Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. * Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). * Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. * Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: * Bachelor's Degree, preferably in the finance, real estate, or accounting area. * 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. * Strong skills in Microsoft Outlook, Excel, and Word * Strong knowledge of commercial real estate finance and commercial loan terminology * Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. * Solid understanding of commercial real estate finance * Demonstrated leadership and training abilities. * Strong analytical and modeling skills * Excellent verbal and written communication skills * Passionate about customer service, providing exceptional service to all internal and external customers * Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. * Ability to work both independently and within a team, with minimal supervision. * Demonstrated work ethic and willingness to work extended hours when necessary. * Attention to detail and accuracy required required. * Problem solving skills to reflect level of responsibilities. * Ability to maintain sensitive and confidential information. * Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Portfolio Manager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite

About Justrite Safety Group At Justrite Safety Group, we're more than just a collection of industrial safety companies; we're a dynamic organization dedicated to protecting people, property, and the planet. Our ever-growing portfolio of companies collaborates to deliver advanced industrial safety solutions that set the standard for excellence. As our business continues to grow, we continue to look for top talent to join our team as we lead the charge in revolutionizing industrial safety, ensuring that every worker returns home safe, every workplace remains secure, and our environment thrives for generations to come. With Justrite Safety Group, safety isn't just a priority-it's our passion. The Contribution You'll bring to this Role: The Product Portfolio Manager is responsible for driving profitable growth and operational efficiency across Justrite's product portfolio. This role focuses on prioritizing high-value initiatives, improving product line performance, and aligning business, market, and customer insights to deliver measurable results. The manager provides the strategic and analytical leadership needed to strengthen portfolio performance without expanding organizational layers. About the Team: As a member of our Product Management Team, you'll be at the helm of leading products that set the standard in the safety industry. As an innovator and category captain, Justrite is dedicated to pushing the boundaries of what's possible, continuously developing products that meet the evolving needs of our customers. You'll have the opportunity to shape the future of safety solutions by working on cutting-edge products that are recognized as leaders in their categories. This role allows you to collaborate with top professionals, drive innovation, and make a tangible impact on the industry, ensuring that Justrite remains at the forefront of safety and protection. What You'll Do at Justrite: Portfolio Leadership * Develop and maintain a focused product line strategy that supports profitable growth and operational efficiency * Evaluate and prioritize product investments to ensure resources align with business goals * Use data-driven insights to balance short-term results with long-term strategic objective * Partner with leadership to translate strategy into actionable, measurable product initiatives Market and Customer Insight * Conduct targeted market research and VOC activities to identify high-impact growth opportunities * Monitor competitive trends, emerging technologies, and regulatory changes that influence product direction * Translate insights into clear market positioning and actionable business recommendations New Product Development and Lifecycle Optimization * Identify opportunities for innovation and maintain a disciplined new product pipeline focused on ROI * Build business cases supported by customer input, cost modeling, and projected returns * Partner with engineering to manage product lifecycle performance-driving updates, enhancements, and rationalizations that improve margins and reduce complexity * Collaborate with Engineering, Marketing, and Operations to ensure efficient product launches and lifecycle transitions Pricing and Margin Management * Own product line profitability and execute pricing strategies that maximize margin and competitiveness * Lead cost reduction and value engineering initiatives to improve financial performance * Maintain oversight of distributor and customer pricing to ensure consistency and profitability Cross-Functional Enablement * Partner with Sales and Marketing to develop compelling value propositions and market collateral * Support key customer and distributor engagements with product insight and portfolio strategy * Ensure product data accuracy across all platforms, supporting sales enablement and e-commerce initiatives Leadership and Communication * Lead through influence across cross-functional teams to drive execution and accountability * Mentor team members where applicable and foster a culture of continuous improvement * Communicate clear priorities, performance updates, and recommendations to stakeholders and senior leadership Your Skills and Expertise: To ensure your success from day one in this role, Justrite requires the following qualifications at a minimum: * Bachelor's degree in Business, Marketing, Engineering, or related field; MBA preferred * 7+ years of experience in product management, strategic planning, or portfolio management in manufacturing or industrial products * Proven ability to manage product profitability, pricing, and portfolio prioritization * Strong analytical and financial modeling skills; experience using data to drive decisions Additional qualifications that could help you succeed even further in this role include: * Effective collaborator with the ability to influence without direct authority * Strong organizational, communication, and execution skills * Travel up to 20% Compensation: The position offers a competitive base salary ranging from $120,000 to $145,000. Actual base salaries will vary and may be above or below the recommended pay range based on factors such as but not limited to location, relevant experience and performance. Additionally, this role is eligible for an annual incentive plan to enhance their overall total compensation package when Justrite Safety Group and their business units achieve annual business and financial targets. Benefits: Our benefits package at Justrite Safety Group is designed to be the best in the industry, offering everything you need to support your career and personal well-being. You'll receive a competitive salary paired with an extensive benefits package that includes comprehensive medical, dental, and vision coverage. We provide flexible hours and alternative work arrangements designed to support a healthy work-life balance. These options vary depending on the specific roles and business needs. Your financial future is secure with our 401K plan, complete with a company match, and you're protected with company-paid short and long-term disability insurance. To ensure you're at your best, we also offer generous paid time off, personal days, and a robust employee wellness program that supports your overall health and happiness. At Justrite, our benefits package is designed to help you thrive both in and out of the workplace. Why Choose Justrite Safety Group? As a leading name in the safety industry, Justrite provides a platform where you can collaborate with some of the best professionals in the field, learning from experts and contributing to cutting-edge solutions. The company's commitment to excellence and innovation ensures that you'll be part of a team that is making a real impact. With a strong focus on career advancement, Justrite empowers its employees to thrive both personally and professionally, making it an ideal workplace for those looking to grow their careers in a meaningful and rewarding environment. Join us and be part of a team dedicated to product excellence and making a positive impact in our company, and in our community!

The Treasury Management Portfolio Manager is responsible for supporting the Treasury Management Bankers in generating deposit growth, increasing treasury fee income, and supporting a service-oriented environment. The role is designed to increase the client engagement capacity of the Treasury Bankers through such activities as independently building proformas, pitches, guiding client on-boarding, monitoring revenue realization, and serving as an additional relationship touch point for clients. The role may also independently work to increase revenue and client retention where appropriate. Responsibilities Sales Support Work closely with the Treasury Management Bankers to coordinate and plan a proactive and purpose-driven calling effort into the existing portfolio Build client proformas, pitches and relationship reviews Manage and coordinate new implementations with the Onboarding Team Track and monitor revenue realization for new sales Proactively engage with existing clients with periodic reviews with an eye to increase sales and client retention Perform prospect research and client analytics to assist in pre-call planning efforts Be opportunistic with positioning new solutions to existing clients based on “in the moment” needs Other revenue generating and client retention tasks as needed Additional Areas of Focus Limited client service responsibility, focused on escalation, systemic, and onboarding issues Support bank initiatives in customer change management Develop a detailed understanding of product solutions to serve as product expert Stay informed of industry trends, regulatory changes, pricing trends, and technological advancements affecting treasury management Periodic internal reporting for treasury management leadership and relationship teams Develop strong working relationships with bankers and internal/external partner groups Ensure all treasury management activities comply with bank policies, regulatory requirements, and risk management frameworks Page Break Qualifications Bachelor's degree in related field or equivalent work experience in banking, treasury management, and sales; 3-7 years of progressively responsible experience Working knowledge of general banking services and operations with a specific focus on treasury products, systems, operations, and client servicing Strong client-facing skills in a virtual environment; able to clearly communicate, guide and influence clients and business partners Strong organizational, time management, and problem-solving skills, with the ability to quickly grasp concepts and processes with limited guidance from management Strong written and verbal communication skills Must be able to work in a team environment with the ability to interact well with co-workers and management in a positive manner Versatility, flexibility, and a willingness to work consistently changing priorities with enthusiasm and urgency ADDITIONAL INFORMATION Reporting Structure : Reports to Managing Director, Treasury Management Banking Office Requirements : This role is required to work 4-days per week in office in the Denver Tech Center headquarter office. About Fortis Bank Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at ********************* At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships. Every role at Fortis is connected to our company strategy and can drive high impact. Each of our hand-selected and talented team members work closely together to contribute to the heart of our company culture that combines banking expertise and personalized service to create an unparalleled client experience. We recognize, reward, and develop those individuals who make an outsized impact to our client experience and are committed to driving our business forward. Fortis is Great Place to Work-Certified™ Join a team where your expertise and passion can make a meaningful impact. Learn more today at ***********************************************

The Network Site Investments Manager will act as the primary contact for product and services sourcing focusing on the Colocation business with the Facebook supply base. Sourcing activities will include but not be limited to identification of product and service availability and options, developing and setting a negotiation and sourcing strategy, partnering with Meta Network Engineering to develop a business and technology roadmap for the Meta Backbone Network and driving strategic sourcing decisions on a global basis.The Network Site Investments Manager will lead and support the development, implementation and management of global strategies to provide the Meta production network with best-in-class cost, optimal flexibility, and unmatched delivery and availability performance.Working closely with the Network Engineering Team, the Network Site Investments Manager will communicate and implement strategies, contracts and pricing with an overall focus on maintaining long term partner relationships and managing total costs of ownership to a minimum. **Required Skills:** Network Site Investments Manager Responsibilities: 1. Contract Strategy and Execution: Lead the business negotiation process with internal partners and supplier. Own closure on contract. Develop negotiation approach, fallback positions, acceptable terms and conditions through to closure 2. RFx Services: Own and lead the supplier interface for all RFI, RFP and RFQ services. Partner with appropriate internal stakeholders. Present RFx results to evaluation team and drive the closure of a sourcing decision 3. SLA Performance: Measure, manage and improve supplier actual performance against negotiated SLA 4. Competitive Benchmarking: Identify key benchmark suppliers in RFx efforts. Partner to identify evaluation criterion and provide relevant data back to internal Meta team 5. Cost Modeling: Own and provide industry and actual unit and service cost data which feeds into TCO and RFx. Drive continual improvement of productivity 6. Technology Roadmap: Partner with Meta Network Engineering to coordinate suppliers and review supplier technology and services roadmaps 7. Preferred Supplier Management: Identify, qualify and formalize which suppliers are Meta's preferred supplier list. Partner with internal stakeholders to ensure alignment. Guide business to PSL 8. On time Delivery: Measure, report and action to improve delivery performance 9. Ongoing Cost Productivity: Measure, report and action cost productivity as a function of market pricing 10. Scorecard Management: Lead measuring supplier performance, root causing issues, and driving improved performance. Own all aspects of supplier performance **Minimum Qualifications:** Minimum Qualifications: 11. Bachelor's degree in Computer Science, Computer Engineering, relevant technical field, or equivalent practical experience 12. Bachelor's Degree in an Engineering or Business related field or equivalent, plus at least 6 years of relevant experience in the colocation industry 13. At least 5 years of Sourcing or Partner Management experience in Network related products and services 14. Knowledge of purchasing, and supply chain processes, with analytical and results focused approach 15. Experience in Colocation business, overall Colocation market and associated performance and cost models 16. Product knowledge among industry sectors Content Delivery Networks, Backbone Networks and IP Services, their operation and associated performance and cost models 17. Willing to travel about 25% of the time and work across various time zones **Public Compensation:** $135,000/year to $191,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@meta.com.

Job purpose Are you looking for a fast-paced opportunity with growth potential? Earn commission, unlock bonuses, and grow your career with advancement opportunities- This is not just a job, it's your next big move! At Cornerstone Apartments, we're more than just a property management company; we're creators of exceptional living experiences in Denver's most desirable neighborhoods. Committed to quality service and innovation, we foster vibrant communities that residents are proud to call home. We use our scale to generate leasing traffic, reduce operating costs, and attract dynamic and engaged employees. This position is full time in-office in Denver, Colorado. In this hands-on position, you will work closely with your Portfolio Manager and team of in-house Maintenance Technicians to maintain your portfolio of 15-25 residential buildings. Duties and responsibilities Utilize strong customer service when corresponding with residents, vendors, clients, and staff in a professional and friendly manner for work orders, rent questions, security deposits, parking. Manage delinquency and rent demands, including reaching out to residents, adding late fees, post notices, track payments, and carry out evictions if necessary. Manage all aspects of Security Deposits, including collecting forwarding address from resident, add charges to ledger as necessary for cleaning and/or damages, provide move out paperwork to accounting for deposit return. Manage rentable items, including but not limited to parking, storage, bike storage, etc. Demonstrate strong organization and time management when using Microsoft Suite to schedule and organize daily tasks and manage various projects simultaneously. Oversee maintenance operations, including maintenance staff, renovations, unit turns, service requests, special projects, supply pickup Demonstrate strong leadership by delegating work and providing guidance to staff when needed. Understand the dynamics of a diverse resident profile and listen to their needs. Work within the Company structure while having the ability to think on your feet and adapt to all types of situations. Other duties as assigned. Qualifications Qualifications Bachelor's Degree required Solution-based thinking Work independently to achieve goals Organized Professional Customer service experience Project management, preferred Experience in Yardi, a plus Compensation Package $54,000 - $56,000 estimated annual income including commissions, bonus and over time (paid hourly $24.04-$25.00) 2 weeks of Paid Time Off to start, earned on an accrual basis, Sick Pay, Parental leave 9 Paid Holidays, including your birthday 401k - 100% vested after 90 days, up to a 4% match of gross salary Medical, Dental, Vision (90% paid by Cornerstone), Accident, Critical Illness, Hospital, and Life Insurance Company Cell Phone Flat Rate Mileage Reimbursement Working Conditions Position is full time Monday-Friday from 8:30am - 5:00pm with a 30-minute lunch. Work location: Denver, CO. 50/50 split between in the office and in the field. Equal Employment Opportunity Statement The best qualified individuals are employed from the available labor force and provided with opportunity for advancement, where possible, in a manner which does not discriminate because of genetic information, race, color, religion, gender identity, age, national origin, ancestry, marital status, arrest and court record, disability, sexual orientation, military status, veteran status, or other grounds protected under applicable state and federal laws, regulations, and/or executive order except as allowed by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Applicants will be subject to a criminal background check and motor vehicle record check.

Department: Multifamily - Sales We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview Walker & Dunlop Investment Sales (WDIS) represents the nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country. The Impact You Will Have The primary role of the senior analyst is to support production members of the Walker & Dunlop Investment Sales team with financial modeling of multifamily assets along with producing institutional quality marketing materials and maintaining detailed market analysis. Candidates with a strong analytical ability, high attention to detail, and an interest to hone quantitative skills will excel in this position. Primary Responsibilities * Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model * Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics * Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals * Assist in the creation and editing of "state of the market" presentations given at national conferences and in private client meetings * Conduct transaction coordination and due diligence coordination for the Investment Sales team * Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval * Contact interested parties to remind them of missing documents * Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal * Monitor and assess the progress of sales so that important deadlines are met and contingencies are released * Provide preliminary audits of files for management review * Perform other duties as assigned * Attendance is generally 8:30 am - 5:30 pm EST Monday Education and Experience * Bachelor's degree (Finance and/or Real Estate concentration preferred) * 2+ years of experience in Finance, Real Estate or related field preferred Knowledge, Skills and Abilities * Client relationship management skills * Excellent attention to detail and organizational skills * Ability to accurately and productively handle multiple tasks during time sensitive situations * Ability and willingness to work extended hours or weekends to meet deadlines when appropriate * Excellent financial modeling skills including thorough knowledge of Excel * Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed * Advanced written and oral communication skills * Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes * Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders This position has an estimated base salary of $70,000 - $80,000 plus discretionary production incentives An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. We are accepting applications until November 12, 2025 #LI-CR1 #LI-Onsite What We Offer * The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 * Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include: * Up to 83% subsidized medical payroll deductions * Competitive dental and vision benefits * 401(k) + match * Pre-tax transit and commuting benefits * A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance * Paid maternity and parental leave, as well as other family paid leave programs * Company-paid life, short and long-term disability insurance * Health Savings Account and Healthcare and Dependent Care Flexible Spending * Career development opportunities * Empowerment and encouragement to give back - volunteer hours and donation matching * Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

THE COMPANY: STACK INFRASTRUCTURE (STACK) provides digital infrastructure to scale the world's most innovative companies. We are an award-winning industry leader in building, owning, and operating highly efficient, cost-effective wholesale, colocation, and cloud data centers. Each of our national facilities meet or exceed the highest industry standards in all operational categories of availability, security, connectivity, and physical resilience. STACK offers the scale and geographic reach that rapidly growing hyperscale and enterprise companies need. The world runs on data. Data runs on STACK. THE POSITION: The Investment Analyst will report directly to the Manager of Finance and will be responsible for supporting financial models for business case analysis & decision support, maintaining monthly reporting model updates including variance analysis, and business unit price desk and operational support. This position will work closely with the Manager of Finance and with senior and executive leadership to support the demands of a high-growth, private equity-backed business. * Business Case Analysis and Reporting Support - The Sr. Investment Analyst will support the Manager of Finance and serve as a financial business partner. This person will support financial models to calculate return on investment, multiple on invested capital, and internal rate of return to assist the executives in making informed business decisions. The investment analyst will be expected to develop a strong understanding of the industry and how business operations affect the financial performance of the Company. This person will own the monthly reporting and variance analysis for multiple projects including working closely with various business partners to review and create accurate reporting and narratives for executive leadership * Operational Support- The Investment Analyst will support maintaining operational expense models and publishing quarterly reporting. This person will have a strong working relationship with the operations and tax teams to ensure accurate operating expense forecasts are consistently applied in financial models. * Budget Support- The Investment Analyst will be engaged in preconstruction budget reviews to ensure quality control of model inputs. This person will support comparative reporting of budget estimates across projects and facilitate variance narratives for business cases. THE DETAILS: * Location: Denver, CO - In office ~4 days per week * Travel: less than 5% domestically * Compensation CO: $94,000 - $110,000 + Bonus * Benefits: Healthcare, Dental Care, Vision Insurance, Life Insurance, Paid Time Off, Paid Leave Programs * Must be eligible to work in the United States * Must pass a comprehensive background screening MUST-HAVE QUALIFICATIONS: * Bachelor's degree in finance or related field * Financial experience preferred; preferably in investment banking, private equity or for a private equity-backed company * Prior experience in a data center is preferred * Financial modeling skills and business case experience * Proficiency with Microsoft Office Suite * Excellent verbal, written communication and organizational skills * Independent judgment is required to plan, prioritize, and organize a diverse workload * Ability to set priorities, meet deadlines, and multitask * Ability to provide both internal and external customer service THIS MIGHT BE RIGHT FOR YOU IF: * Team player that is confident, yet humble and is personable and engaging * Intellectually curious, analytical individual who can operate successfully among a dynamic executive team * A problem solver with the ability to quickly grasp the business issues of a situation and develop the best possible solution * Committed to doing the "right thing" while demonstrating honesty and integrity * Able to work cross-functionally across the organization and operate in a fast-paced, entrepreneurial environment * Strong work ethic and committed to providing an excellent work product * Must be flexible and be able to work effectively in a situation where priorities change * Practical, creative, proactive, business-savvy and results-oriented WHY STACK? * We offer a competitive compensation package with strong benefits, including medical, dental, and vision insurance, a 401K program, flexible spending accounts - even a cell phone subsidy * We foster a culture of appreciation, including peer to peer recognition * Fun is part of our DNA, with events, game nights, and barbecues * We're growing - this is a great time to join and make an impact! STACK is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, age, national origin, mental or physical disability, genetic information, veteran status, or any other status protected by federal, state, or local law Note to External Agencies: We are not accepting any blind submissions or resumes/cvs from recruitment agencies. Any candidates sent to STACK Infrastructure, Inc. will not be accepted or considered as a submission without a signed agreement in place. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of STACK Infrastructure, Inc. Please submit your application no later than: February 12, 2026. Job ID: 10259

The Senior Investor Services analyst is an integral individual within the Gen II operations team. The role requires meticulous attention to detail, as well as strong time management and organizational skills that thrive in a fast-paced, deadline driven environment. The candidate will primarily be responsible for providing Investor Services functions to the Gen II sponsors and client service teams. Primary Responsibilities Will Include Acknowledge, review and/or respond to client inquiries in a prompt manner while coordinating with internal and external teams, as needed. Review and/or process investor on-boarding documentation (Subscription, Tax, and AML documentation) Review and/or process subsequent investor activity and changes to investor static data (Partner transfers, name changes, contact and wire instruction updates) Review and/or maintain investor records across multiple internal and external systems Review and/or prepare ad-hoc, monthly, quarterly, annual reporting, and capital activity notices for sponsor funds and investors Review and/or prepare investor audit confirmations and monthly recurring deliverables Disseminate and/or review fund & investor correspondence (capital call, distribution, partner capital statement and other sponsor communications) across various investor portal platforms Track incoming capital call wires and prepare capital distributions payments across various client accounts Progressive responsibilities to include training of less experienced associates, and first level review of deliverables Ensure all work is completed in line with the service level agreement Liaise with the client service team to ensure efficient and excellent client service experience for Gen II's sponsors Ensure deliverables are executed in line with Gen II best practices, policies, and procedures Participate in special projects Operate efficiently in a deadline-driven, high volume, and everchanging environment Qualifications and Skills Bachelor's degree, degree in Business Administration or Economics is a plus 2-4 years' experience in the financial services Industry Proficiency with Microsoft 365 Private Equity or Hedge Fund Investor Services background a plus Demonstrate strong customer service/client relationship skills Ability to manage multiple tasks and projects with differing deadlines Impeccable attention to details Excellent verbal and written communications Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus Experience with Allvue CRM a plus The salary range for this position $70,000-$95,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate's experience level. Work Arrangement All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely. About The Company Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with 14 offices across the US, Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts. Key Facts: Administering over $1T in assets Servicing nearly every significant investor in the asset class Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model The most experienced and best performing team in the industry https://gen2fund.com/candidate-privacy-statement/

Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals. Key Responsibilities and Duties * Builds successful investment portfolios informed by market conditions and economic trends. * Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis. * Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective. * Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions. * Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. * Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. * Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices. * Provide input into investment models and allocation frameworks. * Support business development and client retention initiatives. * Maintain accurate records and documentation for audits and client reporting. Additional Responsibilities * All licenses must be obtained within 120 days from start date. Educational Requirements * University (Degree) Preferred Work Experience * 5+ Years Required; 7+ Years Preferred FINRA Registrations * SRC Indicator: Series 65 Physical Requirements * Physical Requirements: Sedentary Work Career Level 8IC PLEASE NOTE: TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration. Required Qualifications: * 5+ years working directly with wealth management clients Preferred Qualifications: * 7+ years working directly with wealth management clients * CFA, CFP Certification * University Degree #LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax Anticipated Posting End Date: 2026-01-26 Base Pay Range: $124,000/yr - $155,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

What The Role Is Reporting to the Senior Manager, Asset Management, the Manager, Asset Management will serve as a member of a team responsible for the commercial management of more than 4,000 MW of utility-scale wind and solar power projects located across 16 states. The Senior Manager will maximize the value of existing assets, play a key role in growth initiatives, and mentor more junior team members. This is a hybrid role located in our San Diego or Denver office locations. If you don't meet 100% of the qualifications below but see yourself contributing, please submit your resume. What You'll Be Doing P&L Management: Manage the P&L and cash position for all generating assets within the assigned portfolio. Review monthly operational performance and financial variance reports. Investigate and remedy any variances to the budget. Review gross margin performance and work with the energy data analytics group to explain variances driven by market conditions and develop strategies to maximize value. Develop annual project budgets and update monthly accrual and cash forecasts and financial models as needed. Perform financial analyses, project evaluations, and due diligence to make recommendations in support of plant optimization, performance improvement, warranty claims, insurance claims, and revenue recovery. Initiate and/or support major projects, divestitures, capital investments, refinances, and revenue-enhancement proposals. Negotiate and/or amend project company agreements to improve asset performance or mitigate risk. Project Company Administration, Compliance, & Reporting: Ensure all project obligations and interests are successfully administered under project agreements and resolve any contractual issues with counterparties. Ensure general business-related licenses, permits, and regulatory requirements, reporting, and transactions with regional authorities, banks, governing, and other external parties are successfully managed. Serve as a main point of contact with PUCs, ISOs, city, county, and state authorities and governing boards with respect to assigned assets. Manage monthly lost output and guaranteed energy production status per applicable offtake requirements. Monitor and administer renewable energy credit obligations under various offtake contracts. Prepare reports and presentations for project stakeholders as required. Project Integration: Support the development of information sharing platforms and work management systems, including populating such systems with historical records and archiving of documents. Interface with business development, finance, and construction management teams to ensure smooth transition of projects into commercial operation. What You'll Bring 5+ years of energy industry experience in project development, project administration, business administration, project management, asset management, contract administration, deal execution, project finance, or other commercial roles. Bachelor's degree in Engineering, Finance, Business, Economics, or related field. Strong business and financial savvy with the ability to support a high-performance organization that will deliver operational excellence and meet or exceed financial targets. Ability to perform well under pressure on teams in a demanding environment, and occasionally work extended hours to meet project deadlines. Ability to think creatively, manage competing priorities, work independently, and pay attention to detail. Excellent written and verbal communication skills and an ability to communicate complex issues in a clear and concise manner. Self-motivated, highly organized, and detail-oriented. Proficiency with Microsoft Office products, including Excel, PowerPoint, and Word. If you don't meet 100% of the above qualifications but see yourself contributing, please submit your resume. What Would Be Nice MBA is highly desirable. Experience working in the renewable energy industry is highly desirable. Business analytics skills are highly preferred. Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.). #LI-Hybrid The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals. Salary Range Across all U.S. Locations$120,000-$160,000 USD Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com. Our Commitment to Diversity, Equity, & Inclusion Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com. Working at Clearway, Hybrid Together Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events. Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans. What We Provide Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website. Notice to Applicants Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information. Notice to California Applicants Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.

Tax Manager - Denver, CO Salary: $130,000 - $160,000 (with potential for annual merit increases and bonuses) We're a top regional certified public accounting firm looking for a Tax Manager to join our team in the Denver area. We need a skilled professional to lead and manage a diverse portfolio of high-net-worth clients, including individuals and various entities. If you want a role where you can grow professionally, build strong client relationships, and contribute to our firm's reputation, this is the place for you. About Us We offer a wide range of tax, accounting, advisory, and consulting services to individuals, professionals, and privately held businesses. At our firm, you get the deep expertise of a larger firm but with the close-knit, collaborative environment of a smaller organization. You'll work directly with clients, senior management, and partners, allowing you to take a proactive, hands-on approach to your work and advance your career. Key Responsibilities Prepare and review a variety of tax returns, including those for high-net-worth individuals, partnerships, S-corporations, C-corporations, trusts, estates, and non-profits. Conduct tax research and stay updated on legislation to identify and resolve complex tax issues. Communicate tax and accounting issues to staff, managers, and partners. Build and maintain strong relationships with clients to add value and enhance our firm's reputation. Assist with business development and marketing initiatives. Mentor and develop junior staff through active participation in our firm's mentoring program. Requirements Bachelor's degree in Accounting. Minimum of 5 years of recent, relevant experience specializing in high-net-worth individuals, trusts, estates, or flow-through entities. CPA certification is required. Knowledge of CCH tax software and Microsoft Office. Proven ability to deliver exceptional client service and develop trusted relationships. Strong leadership and personnel management skills. Experience at a Big 4 or large regional firm is a plus. Benefits Competitive salary with annual merit increases and a discretionary bonus. 35-hour workweek during non-busy season. We offer a comprehensive benefits package designed to support your well-being.

A leading CPA advisory firm based in Denver is seeking a Senior Tax Manager to provide federal tax compliance and consulting services to a variety of clients. The candidate will lead client relationships while mentoring junior staff and managing compliance tasks. A Bachelor's degree in accounting or law, alongside a CPA or JD, is required. Ideal candidates will have at least eight years of tax experience, including supervisory roles. This position offers a competitive salary and opportunities for professional growth. #J-18808-Ljbffr

Tax Manager / Senior Tax Manager / Tax Director - High-Net-Worth Focus (Hybrid - Greenwood Village, CO) Are you looking for a place where you can do high-level, rewarding work without the burnout that often comes with big firm life? One of my client firms in Greenwood Village, CO is adding to their tax leadership team - and this is one I'd genuinely recommend having a conversation about. This boutique CPA firm of around 20 professionals has an incredible culture - collaborative, flexible, and built around long-term client relationships. They specialize in high-net-worth individuals, family groups, and related entities, offering complex, interesting work in a supportive environment. Position Highlights: Titles open based on experience: Tax Manager, Senior Tax Manager, or Tax Director Hybrid schedule (typically 2-3 days in office) Focus on high-net-worth, trust, estate, and multi-entity tax work Strong emphasis on review, client communication, and year-round advisory Compensation on par with national firms, but with realistic expectations - average busy season hours stay under 55/week Great flexibility, leadership visibility, and opportunities for continued growth Ideal Background: CPA license (or active candidate) 6+ years of public accounting experience, ideally with HNW, trust, or estate exposure Comfortable reviewing returns, mentoring staff, and managing client relationships Down-to-earth personality with a team-first approach If you're looking for a firm where you can do challenging work, be appreciated, and still have a life outside the office, this one's worth your time. All inquiries are confidential. Let's set up a quick call - I'll share details on the firm, structure, and compensation to see if it's the right fit. - Joey Wieger Director Talent Acquisition - Public Accounting Division Solid Rock Recruiting, LLC 📧 joey@solidrockrecruiting.com | 📞 (605) 601-4597 #J-18808-Ljbffr