Portfolio manager jobs in Charlotte, NC - 427 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 Senior Manager to join our State and Local Tax (SALT) practice. Responsibilities: Provide tax compliance services to partnerships for Asset Management clients Deliver exceptional client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies Assist multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests Research and draft technical memoranda regarding state and local tax questions Aid with the business development, management, and delivery of SALT services, and provide assistance and oversight on large client project engagements Supervise, mentor, and develop staff members and teams Additional responsibilities for Senior Manager: * Assist multi-state companies with analyzing state tax considerations/impacts related to business restructuring projects and intercompany transactions * Develop cross-functional relationships within the firm Qualifications: Minimum five years of recent experience performing tax research and providing technical advice on multi-state tax issues Bachelor's degree from an accredited college/university Licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Able to develop business and foster client relationships Ability and desire to perform in a high-energy team environment, and excellent writing, communication, and tax research skills Prior experience in Partnership and/or Asset Management Additional qualifications for Senior Manager: Minimum eight years of recent experience in providing tax research and technical advice on multi-state issues Strong knowledge of the development, planning, and execution of client delivery Experience with various other state and local taxes KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "Benefits & How We Work". Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $130900 - $284400 KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Akkodis is seeking a Project Risk Manager for a Contract job with a client in Charlotte, NC (Hybrid) . The ideal candidate must have strong analytical skills and the ability to manage model governance. Responsibilities include collaborating with senior leaders to maintain control environments and enhancing governance routines and reporting. Rate Range: $55/hour to $64/hour; The rate may be negotiable based on experience, education, geographic location, and other factors. Project Risk Manager job responsibilities include: Identifying and assessing project risks, ensuring proper mitigation strategies are in place. Developing risk management plans and ensuring they are aligned with project goals. Collaborating with project teams to monitor and control risks throughout the project lifecycle. Providing regular reports and updates on risk status to senior management and stakeholders. Desired Qualifications: Bachelor's Degree 3-5+ years of recent experience in a Risk & Control environment Proficiency with Microsoft Office (Outlook, Word, PowerPoint, Excel) and Jira Strong communication skills with the ability to simplify complex technical topics for diverse audiences Demonstrated ability to drive change, collaborate effectively, and work autonomously with minimal oversight. If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, feel free to contact me at ****************************** Pay Details: $55.00 to $64.00 per hour Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ****************************************************** The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Join us to create change and have an impact in homes around the world. At Electrolux, a leading global appliance company, we strive every day to shape living for the better for our consumers, our people, and our planet. We share ideas and collaborate so that together, we can develop solutions that deliver enjoyable and sustainable living. Come join us as you are. We believe diverse perspectives make us stronger and more innovative. In our global community of people from 100+ countries, we listen to each other, actively contribute, and grow together. All about the role: The Freight Pay & Audit Manager is responsible for overseeing the end-to-end freight invoice validation, payment, and audit processes across all logistics operations. This role ensures financial accuracy, contractual compliance, and cost optimization in freight spend, while driving process improvements and supporting strategic decision-making. The manager acts as a key liaison between finance, logistics, procurement, and external carriers, ensuring that all freight payments are accurate, timely, and aligned with organizational goals. Where you'll be: This position will be based in the HQ, Charlotte North Carolina. This role offers a Hybrid work schedule (60% work in the office and 40%remote). What you'll do: * Oversee the validation, processing, and payment of all freight invoices, ensuring accuracy against contracts, rate agreements, and shipment data. * Investigate and resolve discrepancies, disputes, and exceptions with carriers and internal stakeholders. * Manage onboarding and setup of new carriers in freight audit and payment systems. * Maintain carrier master data and ensure compliance with contractual terms. * Lead regular audits of freight invoices to identify errors, overcharges, and opportunities for cost recovery. * Ensure adherence to internal controls, audit requirements, and regulatory standards. * Support internal and external audits with documentation and process transparency. * Develop and maintain SOPs for freight payment and audit processes. * Lead initiatives to automate and streamline freight audit and payment processes. * Collaborate with IT, finance, and supply chain teams to implement system upgrades and process improvements. * Monitor and improve data flows between logistics, finance, and carrier systems. * Partner with procurement and logistics teams to support carrier performance reviews and negotiations. * Maintain strong relationships with carriers and third-party audit providers. * Ensure timely and precise payment of freight invoices to maintain vendor trust and service quality. * Supervise, train, and mentor freight audit and payment specialists. * Establish performance metrics and drive accountability for operational excellence. * Foster a culture of collaboration, ownership, and continuous improvement. Qualifications: * Bachelor's degree in Supply Chain, Finance, Business, Accounting, or related field. * Minimum 5 years of experience in logistics, freight audit, finance, or payment operations. * Minimum 3 years of experience leading and managing cross-functional or global teams. * Experience with investigating and resolving discrepancies, disputes, and exceptions with carriers and internal stakeholders. * Strong understanding of transportation operations, carrier contracts, freight billing, transportation modes (LTL, TL, ocean, air) and carrier billing practices. * Strong analytical skills and proficiency in freight audit platforms, ERP systems. * Excellent communication, negotiation, and problem-solving skills. Benefits highlights: * Medical, dental, vision and life insurance. * Competitive holiday and vacation time off program. * Retirement Savings Plan (401(k)) with relevant company contribution. * Discounted products and an EAP upon hire and tuition reimbursement after 12 months of service. Please be advised that we are unable to offer visa sponsorship for this position at this time. Find more on: Electrolux Group North America: ************************************************************** Electrolux Group Careers: ******************************************** Electrolux Consumer Products, Inc. is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status. If you need assistance or an accommodation during the application process because of a disability, it is available upon request through ******************************. The company is pleased to provide such assistance, and no applicant will be penalized as a result of such a request. #LI-AB1

We are partnering with a well-established family in Charlotte, NC to identify a highly organized, proactive, and detail-oriented Private Assets and Estates Manager. This individual will play a key role in managing and overseeing a portfolio of properties and assets with the utmost confidentiality, precision, and care. The role involves meticulous tracking and management of warranties, contracts, and accounts related to both properties and investments, as well as providing support for financial reporting, budgeting, and compliance efforts. The ideal candidate will bring strong organizational and communication skills as well as a passion for excellence. This is a full-time, on-site position based in Charlotte, NC. ESSENTIAL DUTIES & FUNCTIONS: Track and maintain warranties, service agreements, vendors, and contracts across multiple properties and assets. Maintain current vehicle equipment documentation and organization. Maintain a detailed and comprehensive inventory of assets, including real estate, vehicles, investments, and other assets. Regular review and negotiation of contracts for utilities. Oversee insurance coverage and security systems for multiple properties. Manage accounting functions such as accounts payable/receivable, payroll, and bank and credit card reconciliations. Record transactions in accounting software for tracking and transparency. Track income and expenses across businesses and investments. Serve as a liaison between family attorneys and accountants on legal and financial matters. Provide regular updates on company investments. QUALIFICATIONS: Bachelor's degree in Accounting, Business Administration or a related field Exceptional organizational skills and meticulous attention to detail. A strong background in financial accounting or bookkeeping with proficiency in software such as QuickBooks, Excel, or similar. The ability to handle sensitive information with discretion and maintain the highest level of confidentiality. A proactive mindset to anticipate needs, solve problems, and prioritize responsibilities. Strong communication and interpersonal skills. For confidential consideration, email ******************* or apply directly!

Job Title: Remote Tax Manager - Mid-Sized CPA Firm Salary: $150k - $180k Requirements: 8-10+ Years Public Accounting Tax We are seeking a highly motivated and experienced Sr Tax Manager to join our team at a Top 150 CPA Firm. The ideal candidate will play a pivotal role in managing tax compliance and planning for our diverse clientele while ensuring a great work/life balance. Key Responsibilities Manage and oversee the preparation and review of federal and state tax returns for clients Develop and implement tax planning strategies to minimize clients' tax liabilities Provide expert guidance on complex tax issues and ensure compliance with all applicable laws and regulations Lead and mentor a team of tax professionals, fostering an environment of continuous learning and development Build and maintain strong client relationships, serving as the primary point of contact for tax-related matters Stay updated on changes to tax legislation and communicate relevant updates to clients and team members Collaborate with other departments to provide holistic solutions to clients' financial needs Qualifications Bachelor's degree in Accounting, Finance, or related field CPA certification required Minimum of 5 years of experience in tax management, preferably within a CPA firm Strong knowledge of federal and state tax laws and regulations Excellent analytical, problem-solving, and decision-making skills Proficient in tax software and Microsoft Office Suite Exceptional communication and interpersonal skills Benefits Vacation/PTO 200 hours PTO Medical 100% of medical covered for employee - benefits provided by Blue Cross Blue Shield Dental Vision 401k 3% of your total compensation. Discretionary "profit share" equal 2% as well Bonus $1,200 HSA Company Contribution $1,200 HSA Company Contribution

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Job Title: Client Portfolio Manager - CLOs, Loans, High Yield Corporate Title: Associate Director Department: Global Client Group Location: Charlotte, NC Barings' Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies. This position will support the firm's public fixed income strategies with a primary focus on collateralized loan obligations (“CLOs”) and supporting the firm's $90B+ Global High Yield and CLO Platform. The successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive future growth in Barings' CLO and other fixed income strategies. Primary Responsibilities Develop, maintain and prepare marketing and servicing materials. This will include pitch books as well as scheduled and ad-hoc updates on credit markets and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc.) Lead preparation and distribution of regular CLO market and strategy updates to clients and prospects Responsible for maintaining and prioritizing the firm's Global CLOs new business and client initiatives Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs Develop a close partnership with investment teams to deepen knowledge and expertise. This will include: Attending investment team meetings Responding in a timely manner to client and prospect requests Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in external client meetings and events Stay abreast of market developments and competitor intelligence Qualifications University degree 3-7 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role A passion for financial markets and proficiency in fixed income specifically. CLO or leveraged finance experience a strong plus Excellent verbal and written communication skills An analytical approach and problem-solving mindset Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment Ability to meet all deadlines with a strong attention to detail Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations Experience using tools such as MS Copilot to add efficiency to existing processes is a plus Willingness to pursue CFA designation and FINRA licenses (as needed) is desired #LI-JB1 Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program

Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future. Commercial Credit Underwriting Portfolio Manager 1 Business Unit: Credit Reports to: Commercial Credit Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or Middle Market relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion. Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Primary Purpose: Assist the loan officers in the day to day management and monitoring of their loan portfolio to include loan underwriting for new and existing members as well as member interaction. Perform various other member service tasks and assignments as required. Essential Responsibilities: Assist the loan officers with the loan approval process by obtaining and analyzing financials, preparing loan summaries and packages for approval. Attend outside prospect and member meetings as necessary. Monitor the maturing loan report and assist loan officer and administrative officer in underwriting loans for renewal, to include requesting necessary financial information and completing LCA's for temporary extensions. Manage LO's Past Dues including adding comments to Insight. Inputting both new loans and renewals to B2B. Complete quarterly Problem Asset Reports for the loan officer's portfolio for review and approval and assist with managing credit monitoring items and Priority 1 exceptions. Learn about each of the Bank's products and services as well affiliate companies to look for additional cross selling opportunities as well as assist the loan officer and administrative officer when needed. Work on special projects as requested to help improve efficiencies in the overall loan portfolio management of the region. Work along with and independently of the officers to understand closing requirements for all loans as well as help clear exceptions as needed. Proactively build strong and effective partnerships with all business partners. Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA). Other duties as assigned. Minimum Required Skills & Competencies: Excellent member service skills. Excellent communication skills and the ability to interact professionally with internal and external members. Complete understanding of TowneBank lending culture and philosophy. Satisfactory completion of Credit and Small Business rotation or equivalent knowledge and experience in analyzing financial statements and underwriting commercial credit. Ability to work with minimum supervision. Ability to work well with various internal departments to achieve team goals and objectives. Previous lending experience or experience in loan operations. Knowledge of Bank policies and procedures. Computer skills (Word and Excel). Desired Skills & Competencies: College degree in Business, Finance or Accounting. Knowledge of B2C and B2B. Has 8 or more years of experience of credit analysis/underwriting experience. Physical Requirements: Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. Job Title: Client Portfolio Manager - CLOs, Loans, High Yield Corporate Title: Associate Director Department: Global Client Group Location: Charlotte, NC Barings' Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies. This position will support the firm's public fixed income strategies with a primary focus on collateralized loan obligations ("CLOs") and supporting the firm's $90B+ Global High Yield and CLO Platform. The successful candidate will work closely with senior team members, the investment team, and the broader Global Client Group to support existing clients, and to help drive future growth in Barings' CLO and other fixed income strategies. Primary Responsibilities * Develop, maintain and prepare marketing and servicing materials. This will include pitch books as well as scheduled and ad-hoc updates on credit markets and specific aspects of an investment strategy (e.g. monthly commentaries, market reviews, market outlook, performance reviews, portfolio positioning etc.) * Lead preparation and distribution of regular CLO market and strategy updates to clients and prospects * Responsible for maintaining and prioritizing the firm's Global CLOs new business and client initiatives * Collaborate with internal teams to provide strategy-specific responses to RFPs and DDQs, and support broader client and new business needs * Develop a close partnership with investment teams to deepen knowledge and expertise. This will include: * Attending investment team meetings * Responding in a timely manner to client and prospect requests * Communicate investment strategies internally and externally with the goal of growing assets under management. For more senior members of the team this includes active participation in external client meetings and events * Stay abreast of market developments and competitor intelligence Qualifications * University degree * 3-7 years of relevant work experience, ideally in investment management or investment specialist/product strategist/client portfolio manager role * A passion for financial markets and proficiency in fixed income specifically. CLO or leveraged finance experience a strong plus * Excellent verbal and written communication skills * An analytical approach and problem-solving mindset * Ability to prioritize and manage multiple time-sensitive tasks and perform effectively in a team-oriented environment * Ability to meet all deadlines with a strong attention to detail * Strong proficiency with PowerPoint and Excel required, including experience using MS Office software to produce high quality presentations * Experience using tools such as MS Copilot to add efficiency to existing processes is a plus * Willingness to pursue CFA designation and FINRA licenses (as needed) is desired #LI-JB1 Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS * Medical (including Virtual Care), Prescription, Dental, and Vision Coverage * Fitness Center Reimbursement Program (Including Online Memberships) * Employee Assistance Program (EAP) * Fertility Benefits FINANCIAL WELL-BEING * Highly competitive 401(k) Plan with Company Match * Health Savings Account (HSA) with Company Contributions * Flexible Spending Accounts (FSA) - Health Care & Dependent Care * Retirement Health Reimbursement Account LIFE INSURANCE * Basic and Supplemental Life Insurance * Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE * Paid Vacation, Sick Days and Annual Holidays * Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) * Short and Long Term Disability Plans * Paid Volunteer Time OTHER BENEFITS * Education Assistance Program * Charitable Matching Gifts Program * Commuter Reimbursement Program * Adoption and Surrogacy Reimbursement Program

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field. The individual will meet or exceed operational goals by providing high-quality, professional, competent, and committed service and an outstanding client and employee experience. To support and ensure success in this role, we provide a comprehensive, week-long management onboarding course designed to provide best practices, tools, and guidance. Compensation & Benefits: Salary is $82,000.00 - $91,998.40 annually, depending on experience. Travel Required Benefits are offered to full-time employees Medical/Dental/Vision coverage Free employee life insurance Paid employee training and development 401K Employee assistance programs Paid holidays and flexible PTO (Paid Time Off) Great company culture and work/life balance RESPONSIBILITIES: Set the direction, tone, and client-specific plan for achieving agreed-upon service levels and meeting actionable expectations for delivering measurable results Focus on hiring, development, and retention of appropriate security officers and Operations Managers and Field Supervisors overseeing remote managed business Communicate high service level expectations consistently to the team to ensure client and employee satisfaction and retention Engage regularly with clients to share his/her expertise to enhance the value of Allied Universal's offering Assist in coordinating the day-to-day team effort of Operations Managers and other assigned personnel to ensure that services are delivered in a quality and cost-effective manner. Work with assigned personnel to ensure that all contractually scheduled hours are met with a minimum of unbilled overtime. Coach, counsel, and develop assigned personnel to assist with their opportunity for advancement/promotability Capably utilize WinTeam for scheduling and billing and to produce reports (such as Scheduling Activity, Invoice Aging by Tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management Enforce Allied policies as outlined by the handbooks and executive memos. Work with all levels in the organization to identify, analyze and solve problems and create opportunities for continuous improvement Act as liaison between Allied Universal and the customer to foster customer intimacy, including travel to/from in person meetings Keep records and prepare accurate and timely reports both manually and through automated methods Maintain regular attendance to ensure avoidance of unpredictable, frequent, and/or ongoing late arrivals and chronic tardiness Actively participate in community and business-related organizations QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business or a related field Associate's degree in criminal justice, business or a related field with three (3) years of management experience in a high-volume workforce environment or service industry High School diploma with five (5) years of management experience in a high-volume workforce environment or service industry Must possess a valid Driver's License with at least one year of driving experience, a clean driving record (no major violations within last 36 months, no more than 1 accident in last 24 months, no more than one minor moving violation in last 24 months), a minimum level of insurance as required by Company policy, and the ability to safely operate a vehicle required. As a condition of employment, applicant must successfully complete a background investigation and a post-offer/pre-employment drug/alcohol test Minimum of two (2) years of experience in successfully building and developing teams Minimum of one (1) year of experience driving operational and/or financial metrics while demonstrating strong financial acumen Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business Proven strong service orientation, excellent interpersonal, leadership and organizational skills Manage multiple tasks with ability to manage multiple priorities, complex situations, a diverse team of employees, and client requirements on an ongoing basis. Excellent verbal and written communication skills with the ability to communicate in a timely manner any changes or recommendations that could have impact on our service image or brand Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military, and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401 (k) or Supplemental Income Plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2026-1520442

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. Responsibilities: Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics Required Qualifications: Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field Knowledge of fiduciary and financial products and services through extensive related work experience Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school Skills and experience in negotiating, delegating, leadership, superior client service and relationship management Desired Qualifications: Bachelor's Degree or higher in Finance, Accounting, Economics or related field or equivalent financial services/business experience Graduate Degree such as MBA or JD preferred Holds appropriate credentials such as CPA, CFP and/or CFA designation The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience 2+ years of Private Bank Experience Skills: Advisory Client Investments Management Customer and Client Focus Investment Management Presentation Skills Active Listening Analytical Thinking Attention to Detail Client Experience Branding Valuation Ethics and Practice Standards Collaboration Critical Thinking Data Quality Management Trading Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Florham Park - 500 Campus Dr - Morristown (NJ6520), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$105,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About this role: As a Vice President/Lead on the Specialized Industries Healthcare team, you will lead / support the underwriting and portfolio management of credit facilities for healthcare companies covered by Commercial Banking. You will also contribute to underwriting Wells Fargo's credit commitments to healthcare companies in coordination with Overland Advantage. In this role, you will: Underwrite new transactions as the lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda. Run diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants. Negotiate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis. Present to senior approvers and risk committees: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure. Portfolio Management: oversee the production of quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale. Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency. Mentor junior team members: provide training, guidance, and feedback to support their development and strengthen team capabilities. Required Qualifications, US: 5+ years of Mid-Corporate Portfolio Management or Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. Advanced proficiency in accounting principles, financial statement analysis, and financial modeling. Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions. Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings. Strong analytical skills, with heightened attention to detail and accuracy Excellent written and verbal communication skills. Ability to work in a fast-paced, deadline-driven environment Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures. Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook) Job Expectations: Ability to travel up to 10% of the time This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Job Location: 550 S Tryon St., Charlotte, NC Posting End Date: 30 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Commercial Credit Underwriting Portfolio Manager 1 Business Unit: Credit Reports to: Commercial Credit Underwriting Portfolio Manager Team Leader Position Overview: Responsible for managing a designated Commercial loan portfolio, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio management metrics for portfolio under purview. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. The incumbent typically works on loans/portfolios of lower complexity as the incumbent's work requires significant oversight. Primary Responsibilities: Responsible for underwriting, monitoring, and analyzing assigned Commercial portfolio. Ensure risks are identify timely, maintaining a high degree of accuracy and quality underwriting, and portfolio management practices are aligned with the bank's risk appetite and regulatory standards. Maintain professional development and measurable objectives. Leader on complex transactions including syndications, multi-level capital structures, and/or Middle Market relationships while demonstrating excellent communication skills to voice opinion in a clear, concise manner to effectively solve problems/make recommendations regarding credit structure, risk, appropriate risk ratings and policy compliance. Monitors and ensures assigned portfolio is within acceptable tolerances as well as published KPIs/KRIs. Assists Commercial Relationship Managers in the management of client relationships while maintaining a high degree of creditability. Optimize customer relationships working directly with Relationship Managers. Ensure sustained satisfactory reviews by regulators, internal auditors, external auditors, and loan review for depth of underwriting, identification of Policy Exceptions, and appropriate underwriting stress analysis of credits underwritten. Works with manager on group-wide initiatives for process, roles and responsibilities enhancements, and/or output improvements. Effectively present proposed credit actions in written analysis document and as necessary, verbally to committee and meetings. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Knowledge of a wide range of commercial lending (C&I & Cap markets), underwriting practices, and banking practices Knowledge of commercial banking policies, procedures and government regulations Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Travel may be required on occasion. Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

**About this role:** As a Vice President/Lead on the Specialized Industries Healthcare team, you will lead / support the underwriting and portfolio management of credit facilities for healthcare companies covered by Commercial Banking. You will also contribute to underwriting Wells Fargo's credit commitments to healthcare companies in coordination with Overland Advantage. **In this role, you will:** + Underwrite new transactions as the lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda. + Run diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants. + Negotiate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis. + Present to senior approvers and risk committees: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure. + Portfolio Management: oversee the production of quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale. + Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy + Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency. + Mentor junior team members: provide training, guidance, and feedback to support their development and strengthen team capabilities. **Required Qualifications, US:** + 5+ years of Mid-Corporate Portfolio Management or Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. + Advanced proficiency in accounting principles, financial statement analysis, and financial modeling. + Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions. + Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings. + Strong analytical skills, with heightened attention to detail and accuracy + Excellent written and verbal communication skills. + Ability to work in a fast-paced, deadline-driven environment + Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures. + Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook) **Job Expectations:** + Ability to travel up to 10% of the time + This position is not eligible for Visa sponsorship + This position offers a hybrid work schedule + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process **Job Location:** + 550 S Tryon St., Charlotte, NC **Posting End Date:** 30 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-509773

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. Leads commercial portfolio management meetings, including Asset Quality Meetings. Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Portfolio Management Responsibilities Include: Leads the analysis, underwriting, origination, and portfolio management of loans. Utilizes loan structuring, risk identification, and risk mitigation skills. Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. Manages complex relationships with ability to understand cash flow and repayment sources. Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include Minimum 6 years of corporate or commercial underwriting and portfolio management experience. Bachelor's degree in business, finance or related field required. Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. Very strong credit, analytical, organizational, and communication skills. Manage and coach a team with varying degree of skillsets and backgrounds. Ability to become the expert leader in regulatory matters and bank commercial loan policy. Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Job Title: Tax Manager and Senior Tax Manager Requirements: Active CPA license, Must have 6+ Years of Public Accounting Experience, 4+ Years minimum as a Tax Manager We are a well known and respected CPA firm based in the Charlotte area with over 35+ employees and growing! We works with a wide array of clientele including: HNWI/ UHNW, Manufacturing/Distribution, Construction, Real Estate, Consumer Products, Health/Beauty, Marketing, Technology/Start Up, and more. We genuinely care about the growth and future of our employees and are a close-knit team that want to see each other excel. We offer the proper training and 1-1 development for all of our employees. We offer a clear and distinct path toward the Partner level and more Senior levels (if that is important to you career growth). We provide all of the necessary steps in order for you to be positioned for that promotion. Due to continuous growth, we are looking to add a Tax Manager and Senior Tax Manager person to be apart of our well tenured team! If you're interested and meet the above requirements, please send your resume to Victoria.Patel@cybercoders.com. What You Need for this Position Required: Active CPA At least 7-8+ years of Public Accounting Experience 3-4+ Years as a Tax Manager S-Corp, Partnership, Individual, High Net Worth and UHNW returns Benefits Salary: $130k - $170k+ 8-12% bonus Unlimited PTO All Major Holidays Off Paid Medical/Dental/Vision - 1st of month following hire 401k Match - Employer matches 100% of first 3% 50% of next 2% Long Term Care Coverage - after 60 days of employment Life Insurance after 6 months Benefits

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for managing portfolio/programs specific to change initiatives, providing a products and services, or executing a function. Key responsibilities include leading cross-functional strategic initiatives for a line of business by ensuring delivery of outcomes from portfolio investments. Job expectations include using a business centric mindset with sound judgment and a tailored approach to communicating and influencing both vertically and horizontally to drive results, while prioritizing risk management and strategy development. The Quarterly Risk Review Writer will be responsible for developing the final materials for recurring strategic discussions with regulators covering the risks in a particular technology function and how those are being managed. In this role, the incumbent will work in close partnership with CIO teams, Risk teams, Regulator Relations teams, and others to effectively convey insights, status and actions relating to the effective management of technology risk. Responsibilities: Manages and drives success around line of business performance in key operational and high risk metrics through detailed routines, initiatives, and technology improvements Serves as a primary contact to executive leadership and key partners to communicate change initiatives and gain support for the execution of projects and programs Monitors process or key metric performance to identify issues and proactively offers solutions to mitigate risk Hosts and actively participates in critical line of business meetings to provide regular updates on change initiatives and performance requirements and influences others to help drive success Manages strategies and controls to address policy, technology, environmental, and operational gaps Acts as a subject matter expert for all line of business products to help design procedures, policies, or career progression models that will enhance the associate and client experience Leads people that help support cross functional and high impact strategic initiatives, either directly or through dotted line engagement Required Qualifications: 5+ years of experience in Compliance, Internal Control & Risk Possesses the ability to “connect the dots” between what has been provided in other presentations and brings those insights and connections to bear in current presentation materials. Sees the “bigger picture” of what is actually happening in Technology over time and identifies key trends and insights vs. mechanically comparing this quarter vs. last quarter Experience analyzing performance data, metrics, results, and trends to derive meaningful insights Demonstrates the ability to look beyond surface‑level insights and investigate deeper implications and downstream impacts Able to distill complex regulatory, compliance, and technical topics into concise, accurate, and impactful messages and visuals-such as charts, diagrams, and illustrations-that can be easily understood by regulators and senior business leaders without deep subject‑matter expertise Able to effectively facilitate discussions with senior leaders (with support from the B3 Executive as needed) and is comfortable appropriately challenging viewpoints and offering alternative perspectives for consideration Able to independently develop detailed workplans and timelines, coordinate and lead meetings, and facilitate reviews with key stakeholders across Global Technology to ensure final, approved materials are delivered to regulators on time Skills: Business Process Analysis Customer and Client Focus Project Management Risk Management Strategy Planning and Development Controls Management Process Design Process Simplification Stakeholder Management Strategic Thinking Analytical Thinking Change Management Influence Innovative Thinking Presentation Skills Shift: 1st shift (United States of America) Hours Per Week: 40

About this role: As a Vice President/Lead on the Specialized Industries Healthcare team, you will lead / support the underwriting and portfolio management of credit facilities for healthcare companies covered by Commercial Banking. You will also contribute to underwriting Wells Fargo's credit commitments to healthcare companies in coordination with Overland Advantage. In this role, you will: * Underwrite new transactions as the lead underwriter: build and sensitize integrated operating/LBO models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda. * Run diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants. * Negotiate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis. * Present to senior approvers and risk committees: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure. * Portfolio Management: oversee the production of quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale. * Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy * Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency. * Mentor junior team members: provide training, guidance, and feedback to support their development and strengthen team capabilities. Required Qualifications, US: * 5+ years of Mid-Corporate Portfolio Management or Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within commercial or corporate banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. * Advanced proficiency in accounting principles, financial statement analysis, and financial modeling. * Significant experience with credit documentation, including term sheets, credit agreements, and intercreditor provisions. * Demonstrated ability to assess business/industry risk, structure covenants and protections, and assign/defend internal ratings. * Strong analytical skills, with heightened attention to detail and accuracy * Excellent written and verbal communication skills. * Ability to work in a fast-paced, deadline-driven environment * Strong foundation in credit analysis, including evaluation of business risk, industry trends, and capital structures. * Proficient in Microsoft Office (Word, Excel, Powerpoint, and Outlook) Job Expectations: * Ability to travel up to 10% of the time * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Job Location: * 550 S Tryon St., Charlotte, NC Posting End Date: 30 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. **Key Responsibilities Include** + Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. + Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. + Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. + Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. + Leads commercial portfolio management meetings, including Asset Quality Meetings. + Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. **Portfolio Management Responsibilities Include:** + Leads the analysis, underwriting, origination, and portfolio management of loans. + Utilizes loan structuring, risk identification, and risk mitigation skills. + Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. + Manages complex relationships with ability to understand cash flow and repayment sources. + Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. + Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. + Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. **Qualifications Include** + Minimum 6 years of corporate or commercial underwriting and portfolio management experience. + Bachelor's degree in business, finance or related field required. + Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. + Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. + Very strong credit, analytical, organizational, and communication skills. + Manage and coach a team with varying degree of skillsets and backgrounds. + Ability to become the expert leader in regulatory matters and bank commercial loan policy. + Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook X formerly Twitter LinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.