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  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    Portfolio manager job in Columbus, OH

    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 Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients Manage teams of tax professionals and assistants working on client projects Advise clients and be accountable for delivering high quality tax service and advice Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage 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 pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, 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 Prior experience with pass-through entities and partnerships Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * 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: $135700 - $273400 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.
    $66k-92k yearly est. 8d ago
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  • Branch Manager

    Sunbelt Rentals, Inc. 4.7company rating

    Portfolio manager job in Columbus, OH

    Are you seeking an entrepreneurial, empowering workplace that allows you to: • Have overall responsibility for the performance of a multi-million dollar revenue business • Leverage your current leadership skills to build a success driven team • Build a successful career with a multi-unit or sales leadership career track Sunbelt Rentals--the fastest growing rental business in North America--is seeking a Branch Manager. The Sunbelt Rentals branch manager is titled "Profit Center Manager" because the role is responsible for the overall direction, coordination, and evaluation of the rental center business unit. This includes leading all aspects of Sales, Customer Service, Fleet Maintenance, and Logistics, including achievement of financial and performance goals. The role is also responsible for the unit's operational and financial reporting functions. Education or experience that prepares you for success: • Business Management degree with at least 1 year of Rental Industry experience OR 3-4 years of Rental Industry experience • Must have a valid driver's license and acceptable driving record history Knowledge/Skills/Abilities you may rely on • Strong leadership and communication skills • Understanding of P&L and other key financial controls • Experience in outside sales or other experience in negotiation and influencing • Experience in construction or industrial markets helpful • High level of accountability, time management and willingness to learn all aspects of the business
    $37k-50k yearly est. 3d ago
  • Tax Manager - Private Companies

    PwC 4.8company rating

    Portfolio manager job in Columbus, OH

    Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager A career 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 design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." 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. We lead the way as tax advisors dedicated to innovation; providing our clients with the right skills & technology to problem solve & provide sustained outcomes. We adopt a practical & holistic approach to meet the unique needs of private companies & their owners. We thrive in an environment where transactions are complex & require an advanced level of sophistication. We are distinguished by our technical knowledge, specialization, & industry insights which address our clients' needs. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 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 knowledge and/or a proven record of success in complex tax issues faced by non-publicly traded companies and day to day compliance and consulting for a variety of entities including corporations, and pass-through entities. Demonstrates extensive-level abilities and/or a proven record of success in identifying and addressing client needs: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; 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: ***********************************
    $79k-110k yearly est. 8d ago
  • Portfolio Manager - Supply Chain Transformation

    Blue Star Partners 4.5company rating

    Portfolio manager job in Columbus, OH

    Job Title: Portfolio Manager - Supply Chain Transformation (TMO) Travel Requirement: Remote with bi-weekly travel to Columbus, OH (Tuesday-Thursday onsite preferred, not required) Contract Duration: 6 months (Strong possibility of extension) Pay Rate: $120/hour (W-2) W-2 Option with Benefits: $115/hour with 401(k) match available Healthcare: ICHRA health benefit option available Employment Type: W-2 Only (U.S. Citizens only - No visa sponsorship) Position Summary NiSource is seeking an experienced Portfolio Manager to support a large-scale Supply Chain Transformation initiative within its Enterprise PMO / Transformation Management Office (TMO). This role will provide portfolio-level oversight across multiple in-flight and planned supply chain initiatives, including warehousing optimization, inventory management, planning and forecasting, and technology enablement. The Portfolio Manager will bring structure, visibility, and execution discipline to a complex portfolio of work, ensuring leadership has clear line-of-sight into priorities, dependencies, risks, financials, and outcomes. This role is ideal for a hands-on leader who can operate across strategy and execution while partnering closely with initiative leads, finance, IT, and operations. Key Responsibilities Provide portfolio-level governance and oversight across multiple supply chain transformation initiatives Establish and maintain portfolio roadmaps, sequencing, and dependency management across programs and projects Develop and manage integrated portfolio plans, including milestones, capacity constraints, and delivery risks Partner with initiative leads to build and maintain bottoms-up schedules, forecasts, and delivery plans Coordinate closely with FP&A and Finance to align financial projections, budgets, and actuals across the portfolio Create executive-ready dashboards, KPIs, and reporting to support decision-making and prioritization Identify execution gaps, risks, and bottlenecks; drive corrective action plans and escalation as needed Support leadership prioritization by evaluating initiatives based on value, readiness, risk, and resource availability Ensure consistent use of PMO standards, tools, and governance processes across the portfolio Facilitate portfolio reviews, steering committees, and leadership readouts Required Qualifications 10+ years of experience in portfolio management, program management, or large-scale transformation roles Proven experience managing enterprise portfolios spanning multiple programs and workstreams Strong background in supply chain, operations, logistics, warehousing, or procurement transformations Demonstrated ability to build and manage integrated roadmaps, dependency models, and capacity plans Experience partnering with Finance / FP&A on forecasting, budgeting, and benefits realization Strong executive communication skills with experience presenting to senior leadership Expertise with portfolio and project management methodologies (Agile, Waterfall, Hybrid) Ability to operate in ambiguity and bring structure to complex, fast-moving environments Preferred Qualifications Experience in the energy or utilities industry Familiarity with supply chain systems, planning tools, or inventory platforms Experience working within an EPMO or Transformation Management Office PMP, PgMP, or similar portfolio/program management certification Experience with tools such as ServiceNow PPM, JIRA, MS Project, Power BI, or similar
    $115-120 hourly 20d ago
  • ServiceNow - Strategic Portfolio Management (SPM) Manager - Tech Cons - Open Location

    EY 4.7company rating

    Portfolio manager job in Columbus, OH

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **ServiceNow Consulting Manager -** **Strategic Portfolio Management (SPM)** In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. **The opportunity** You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements. **Your key responsibilities** As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs. + Lead workstream delivery and ensure effective management of processes and solutions. + Track deliverable completion and project status, ensuring alignment with performance objectives. + Actively participate in client working sessions, leading workstreams from planning through execution and closure. **Skills and attributes for success** Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. + Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases + Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers) + Ability to build and foster client relationships and demonstrate the value of EY services + Excellent business acumen with the ability to make fact-based decisions and resolve conflicts + Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation + Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps + Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources + Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs + Ability to support pre-sales efforts including creating proposals and estimates + Ability to create high quality deliverables and project artifacts **To qualify for the role, you must have** + A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline + Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience + ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) + ServiceNow Certified Implementation Specialist - Strategic Portfolio Management + 5+ years of Big 4 or equivalent consulting experience + Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization + Experience leading teams and supervising others + A driver's license valid in the U.S. + Ability to travel to meet client needs **Ideally, you'll also have** + ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) + ServiceNow Certified Implementation Specialist - ITSM or Data Foundations + Performance analytics and reporting experience - certifications are a plus + Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) **What we look for** We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $171.2k-297.2k yearly 41d ago
  • C&I Portfolio Manager

    Northwest Bank 4.8company rating

    Portfolio manager job in Columbus, OH

    The Commercial Portfolio Manager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring working under limited supervision. Essential Functions Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate. Responsible for the timeliness and accurate reporting of the commercial portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance. Engage with customers, regularly, to discuss operating performance and business results including covenant compliance. Gain a thorough understanding of the borrowers' business model and industry trends to effectively evaluate sources of repayment and accurately assign risk rating. Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information. Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate. Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements. Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance. Present analysis or address questions during credit discussions or presentations. Liaison between Commercial Banking Relationship Managers, Credit Risk, the Underwriting Team and Special Assets to ensure necessary credit approvals are obtained and appropriately documented and loan operating system reflects accurate commercial loan data. Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds. Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Complete other duties and special projects as requested by management Education and Experience preferred Bachelor's degree in finance, accounting, business, economics or related 3-5 years of relevant experience in Commercial Lending as a Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with moderate to complex loans and documentation 3-5 years of experience in Commercial Credit or public accounting This position will be performed onsite Monday - Thursday with Friday an optional work from home day. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $123k-212k yearly est. Auto-Apply 60d+ ago
  • Asset & Wealth Management - Portfolio Management Manager

    JPMC

    Portfolio manager job in Columbus, OH

    Join a dynamic team dedicated to portfolio health and impactful change in Wealth Management. Apply today to make a difference with us! As a Portfolio Management Manager in the Portfolio Management team, you collaborate with key stakeholders to expertly manage and optimize the portfolio. You focus on research, identification, and resolution of portfolio exceptions while maintaining portfolio health. You drive consistency and maintain effective controls through partnership and teamwork. Job Responsibilities: Lead a team of 4 analysts with scope to increase Identify skill gaps and help grow the team as needed Provide oversight of several key functions Review portfolio exceptions of JPMorgan Wealth Management SBL clients Resolve margin calls with JPMorgan Wealth Management Advisors Work with the estates team to manage pipeline and ensure timely resolution Work with JPMorgan Wealth Management Lending Solutions and JPMorgan Wealth Management Credit Risk for escalated exceptions Partner with SBL origination, Annual Review, and JPMorgan Wealth Management advisors for escalations and any items that may require their action Identify operational gaps and ensure resolution Required qualifications, capabilities, and skills: Proven ability to lead and mentor with the ability to foster collaboration and growth General understanding of credit products/commercial lending concepts Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook Strong analytical and problem-solving skills Excellent communication, presentation, and personal skills Ability to think critically and multi-task Perform tasks with limited supervision Preferred qualifications, capabilities, and skills: Proven ability to present to senior leadership Preferred Bachelor's degree in a business-related field Candidates should have a minimum of 3 years of private banking/asset management and credit/lending experience General understanding of financial markets and securities industry
    $77k-139k yearly est. Auto-Apply 60d+ ago
  • Business Banking Portfolio Manager

    First Commonwealth Bank 3.9company rating

    Portfolio manager job in Powell, OH

    Manages a large portfolio of Business Banking clients. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Ensures credit quality standards are executed and maintained within assigned portfolio. Essential Job Responsibilities____________________________________ 1. In collaboration with Relationship Manager(s), manages a portfolio of business banking size- companies. Portfolio size may vary based on length of service and management decisions. Portfolio to include both C&I and CRE clients. 2. Monitors client financial performance versus plan objectives on a regular basis utilizing automation-based portfolio risk assessment targets and indicators; discusses the performance with the relationship team. Reports credit deterioration promptly and works with Special Assets to mitigate potential losses. 3. Actively monitors and manages maturing notes, expiring commitments and delinquencies within assigned portfolio. 4. Ensures a seamless process for portfolio management by fostering strong communication by team members, including Credit, Credit Review and Loan Documentation departments. 5. Maintains awareness and advises the Relationship Manager and/or Credit Team in regards to alerts on critical items and awareness of key issues. 6. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports. Develops a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes. 7. Acts as the central point for communication regarding all aspects of the Business Banking portfolio. 8. Services the immediate needs of the clients by performing the following with Relationship Manager(s): a. Understands the credit strengths and weaknesses of clients. b. Assesses and discusses risk ratings with the Credit Department. c. Monitors borrower's performance and communicates awareness of key issues to management and the credit department in a timely fashion. d. Seeks additional approvals, amendments or policy exceptions as necessary. e. Other ongoing client and portfolio tasks as needed to assist the team. 9. Prepares loan modification requests, Criticized Asset Committee Memos, Semi-Annual Line Sheets and any other necessary reports, as needed and in conjunction with the Relationship Manager. Active participant in the monthly CAC meetings and semi-annual Line Sheet presentation meetings. 10. Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk. 11. Responsible for the monitoring of the credit quality of the assigned portfolio regarding delinquency, charge-offs, criticized/classified assets, etc. 12. Reviews trend reports generated based on assigned portfolio with ability to address and communicate on both positive and negative trends. 13. Helps coordinate the daily workflow in and out of the area to ensure that current loans are in complete conformity with the terms. 14. Serves as a representative for Portfolio Management and/or Corporate Banking in various Bank initiatives and projects on an as needed and elected basis. 15. May serve as a mentor and/or provide training to newer and less experienced Portfolio Managers within the Group. 16. Supports cross-sell opportunities resulting in additional recommendations to benefit both the customer and the Bank. 17. Develops expertise in all applicable processes and systems to ensure they are all leveraged. Strives to improve cycle times and client experience. 18. Displays enhanced knowledge of the procedures for compliance including a broad understanding of regulations. 19. Maintains a working knowledge of bank operating policies and procedures. Bona Fide Occupational Qualifications_____________________________ 1. A Bachelor's degree in Business or Finance related field, and/or five (5) years of equivalent experience required. 2. A minimum of three (3) years of credit analysis experience and/or demonstrated portfolio management skills desired. 3. Knowledge of compliance regulations related to the position is required. 4. Demonstrated ability to motivate and develop staff, promote team building, and implement and sustain change is necessary for success in this role. 5. Proficient reading, writing, grammar, analytical, mathematical, communication and interpersonal skills required. 6. Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary. 7. A valid driver's license and travel, including some overnight stays, are required.
    $95k-143k yearly est. 18d ago
  • Portfolio Manager

    Meeder Investment Management 3.8company rating

    Portfolio manager job in Dublin, OH

    Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm. Meeder has been managing short and intermediate term fixed income public sector portfolios for over 30 years, serving more than 350 public entities across the country. The short term and fixed income portfolios including money market funds, local government investment pools (LGIPS) to customized separately managed account solutions. Our team works with operating funds, bond proceeds, insurance and capital reserves, and other funds to structure portfolios to meet client objectives. Primary Responsibilities: Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield, income driven - passively managed). Participate in investment strategy discussions and assist in the development of portfolio strategies spanning LGIP's, Money Market Funds, and the separately managed account landscape. Source, analyze, trade and monitor individual securities in the municipal, corporate, and government sectors, based upon the analysis of macro-economic factors and sector fundamentals as they affect the level of interest rates and the relative value among fixed income sectors. Contribute to Meeder Public Funds overall fixed income strategy. Maintain Broker Dealer relationships to ensure proper coverage and best execution in fixed income. Perform credit analysis on a set of corporate issuers or sectors (approximately 10% of time spent). Be a member of and expected to contribute to the oversight of credit exposure as a representative on the credit committee. Critical Success Factors Fiduciary and client-oriented mindset Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, etc. particularly as it relates to fixed income investing Strong organizational and time management skills to effectively manage over 75 fixed income portfolios Excellent communication skills and ability to work with other team members toward a common goal Flexibility and adaptability to a dynamic environment within a growing firm High level of integrity and strong ethical standards Skills Required: Bachelor's degree required in business administration with emphasis in accounting, finance, or related field. Progress toward the CFA, CMT, or similar designation preferred. Proficiency in, Bloomberg, Charles River, MarketAxess, and other research/data compilation tools. Advanced knowledge of Microsoft Office products.
    $87k-150k yearly est. 60d+ ago
  • Wealth Management Portfolio Manager

    Park National Bank 3.8company rating

    Portfolio manager job in Columbus, OH

    JOB RESPONSIBILITIES * Responsible for managing, evaluating, and monitoring investment portfolios for trust & investment clients * Meet with prospective clients to discuss their financial objectives and risk tolerances, and present tailored solutions. * Establish and implement investment objectives on a client-by-client basis. * Communicate performance results and conduct presentations on the markets, products, strategies, etc. as needed. * Review, analyze and restructure client portfolios on an ongoing basis to maintain compliance with the account objective in the context of the assessed client needs and risk tolerances. * Complete all regulatory reviews. * Advise and mentor new Portfolio Managers, when applicable. * Evaluate mutual fund portfolios and other models used for global rebalancing. * Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks * Deliver a consistent, high level of service within our Serving More standards * Other duties as assigned DESIRED KNOWLEDGE, SKILLS AND ABILITIES * Interpersonal/Customer Service Skills * Written and Verbal Communication * Ability to understand and follow directions * Adaptable to change * Basic Computer Skills * Leadership/Management Skills * Ability to influence others * Ability to build collaborative relationships * Organizational Skills/Detail Oriented * Analytical Thinking * Able to Multi-Task or Juggle Priorities * Problem/Situation Analysis * Technical Expertise * Strategic Planning and Decision Making * Creativity * Ability to develop or mentor others * Ability to work as part of a team EDUCATION AND EXPERIENCE * Must possess high school diploma or equivalent * Bachelor's degree in business or equivalent combination and work experience * 2-4 years of specialization experience SCHEDULE Department hours are Monday through Friday 8 am to 5 pm. This position is salary, exempt, and full-time. A minimum 40 hours is required. Early morning and evening appointments as needed. This is a hybrid role and will require travel between our Downtown Columbus and Newark, Ohio offices. Physical Requirements: This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.
    $87k-119k yearly est. 60d+ ago
  • Senior Portfolio Manager - Wholesale Credit Delivery - Middle Market segment

    Truist Financial Corporation 4.5company rating

    Portfolio manager job in Columbus, OH

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings. Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk. Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy. Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis. * Mastery level proficiency with MS Office Desktop applications. * Strong interpersonal skills and solid written/verbal communication are essential. * Sound credit skills essential. * Must have strong attention to detail. * Ability to prioritize workflow and multi-task in a fast-paced environment. Preferred Qualifications: * Has successfully held similar role with commercial financial institution or like experience. * Industry or sub-sector expertise. * Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) #Memphis #Nashville #Cincinnati #ColumbusOH The annual base salary for this position is $140,000 - $170,000. Additional incentive pay is available for this position. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $140k-170k yearly 15d ago
  • Advanced Specialist, Commercial Portfolio Manager

    Pearson 4.7company rating

    Portfolio manager job in Columbus, OH

    Pearson is seeking an experienced Commercial Portfolio Manager for Statistics in Higher Education Courseware to join a highly collaborative team dedicated to prioritizing customer value embedded in the products we build. This role will focus on overseeing a portfolio of products (such as eTexts and print books, and our homework platform, MyLab XL) by capitalizing on market opportunities, meeting customer needs, and delivering improved learner outcomes which ultimately drive value for our end users and revenue for Pearson. We value teamwork, trust, flexibility, achievement, curiosity, and solving difficult problems. The role reports to the Director of Commercial Portfolio Management for Math and Physical Science. **Key Responsibilities:** + Serve as the voice of the customer by working with colleagues in North America (and globally) to support the identification, assessment, and prioritization of market opportunities & customer pain points in math education, ensuring focus on maximizing both commercial and learner outcomes + Lead product strategy and contribute to the creation of new products and features, while phasing out existing products as needed. Focus on developing a strategic plan to guide the future of the portfolio in the education product space + Gather and analyze customer feedback and market research to gain deep insights into product performance, market trends, and competitor offerings. Use this information to inform product strategy and prioritize initiatives that address key customer needs + Champion data-driven decision-making, using strong data analysis skills to assess product performance and inform next steps, while balancing operational delivery with strategic thinking + Acquire and manage authorial talent, working directly with authors to bring their best work to market and ensure the product aligns with customer needs and expectations + Collaborate with cross-functional teams, including other Commercial Portfolio Managers, Content Strategy, Sales, Marketing, UX, Efficacy & Learning Research, and the Product Management teams, to create innovative products that drive improved learner outcomes and deliver commercial value for Pearson + Drive continuous product improvement post-launch, optimizing customer experience, adapting to geography/market segment requirements, responding to competitor actions, and improving both learner and commercial outcomes + Support achievement of the financial targets for your product(s) through knowledge and creation of the product P&Ls + Provide mentorship and guidance to junior team members, helping them navigate complex tasks and develop their skills. Share expertise to help shape team projects and contribute to a culture of continuous learning + Communicate effectively with stakeholders, presenting data, insights, and product strategies clearly and persuasively to support key decisions and product direction. **Qualifications:** + Bachelor's degree or equivalent + Commercial product management/portfolio management experience, including managing digital products + 2-3 years experience as a college sales representative preferred + Ability to travel as needed (up to 10%) + Strong understanding of education, particularly higher education, and learning from a consumer viewpoint + Ability to balance strategic thinking with operational execution across multiple markets + Passion for design thinking, applying empathy, curiosity, and collaboration to explore innovative ideas + Exceptional communication skills, with the ability to tell a compelling story using data and customer feedback to drive decisions + Competence in analyzing market trends and identifying actionable insights to develop strategic product initiatives. This role provides an opportunity to take ownership of key product initiatives, collaborate with diverse teams, and develop your expertise further, all while contributing to the growth and success of Pearson's Math and Statistics portfolio. Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Maryland, New York State, New York City, Washington State, and Washington DC laws, the pay range for this position is as follows: This position is eligible to participate in an annual incentive program, and information on benefits offered is here. Applications will be accepted through **January 30, 2026** . This window may be extended depending on business needs. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Portfolio Management **Job Family:** GO\_TO\_MARKET **Organization:** Higher Education **Schedule:** FULL\_TIME **Workplace Type:** Remote **Req ID:** 21939 \#location
    $62k-102k yearly est. 46d ago
  • Commercial Portfolio Manager

    City National Bank of Wv 4.9company rating

    Portfolio manager job in Worthington, OH

    EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Summary Description The Commercial Portfolio Manager assists the Commercial Relationship Managers with the initial underwriting of credit opportunities and relationships, and assists in the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the Commercial Relationship Managers to generate new business and maintain existing client relationships. Essential Functions Underwrites requests for credit extensions to new and existing clients Performs detailed financial analysis of credits as directed by the CRM Prepares loan requests for the CRM's presentation to appropriate approval authority, including loan modification requests, covenant waivers, annual reviews, etc. Monitors assigned portfolios for: Required financial reporting Covenant compliance Borrowing base availability Payment delinquencies Overdrafts Ensures initial set-up of credit facilities on the Loan Vantage system and any other internal system(s) necessary for proper booking of the credit facilities on the Bank's systems Ensures timely spreading of interim and annual client financial statements Accompanies CRM on prospect/client calls when appropriate Position Requirements Bachelor's Degree in Accounting, Finance or related field Minimum 1 year of credit analysis and underwriting experience Completion of Bank's commercial credit training program Work is generally performed indoors in environmentally controlled conditions Typically the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Critical Skills / Expertise Knowledge of accounting theory and its practical application for credit underwriting Strong analytical skills including ability to assess clients' financial statements, cash flow, industry and competition and projections Strong written and verbal communication skills Strong presentation skills Excellent organization skills with attention to detail Ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction Ability to work independently and within a team Proficiency in various spreadsheet applications
    $90k-138k yearly est. Auto-Apply 14d ago
  • Wealth Management Solutions, Portfolio Manager, Associate

    Jpmorganchase 4.8company rating

    Portfolio manager job in Columbus, OH

    The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios. The Portfolio Manager will have the following responsibilities: Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts Maintain knowledge of each account's unique requirements and sensitivities Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial investing and phase in Timely implementation of strategic and tactical shifts when announced by Portfolio Construction Monitoring cash and security activity in clients' accounts Liquidating accounts Monitoring accounts for model drift and strategy deviation Relationship management with internal clients (client facing teams) Work with various internal partners to complete business initiatives Key Competencies: Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required 3+ years' work experience in financial services industry with Private Wealth Management experience preferred Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management Demonstrated track record of building relationships with internal and external partners Prior experience operating within a risk framework
    $83k-126k yearly est. Auto-Apply 4d ago
  • Sr. Manager, Portfolio Management (Products and Solutions - Engineering)

    Vertiv Holdings, LLC 4.5company rating

    Portfolio manager job in Westerville, OH

    The Sr. Manager, Portfolio Management will be responsible for establishing and leading the company's enterprise-wide product development portfolio management practices. As the first dedicated portfolio leader in our critical infrastructure organization, this individual will work across all product lines and global functions to develop capacity planning, resource management, and project approval processes that align with company strategy and business priorities. Responsibilities: This role will drive transparency into how resources are allocated, ensure prioritization of the most impactful NPDI initiatives, and help senior leaders make informed trade-off decisions based on data. The successful candidate will combine a strong foundation in project and program management with the strategic vision to build a scalable, cross-functional portfolio management system. Over time, this role may evolve to lead a small team of portfolio analysts and metrics experts. Key aspects of role are as follows: Portfolio Governance & Prioritization: * Develop and implement a portfolio governance process for NPDI, ETO, and SFA projects. Facilitate prioritization frameworks that align with business strategy, ROI, and capacity constraints. Product Line Capacity & Resource Management: * Build and run a standardized process for analyzing and reporting resource capacity (internal & functional support) by Product Line, function, and region. Partner closely with all key Cross-Functional leaders. NPDI Project Approval Framework: * Design and maintain a formal Cross-BU project approval process for NPDI initiatives, integrated with Phase Gate readiness and business case rigor. Portfolio Reporting to Executive Team * Deliver recurring executive-level insights and presentations on portfolio mix, risks, status, and resourcing Tool & Process Development * Assess and improve portfolio tools (e.g., Smartsheet, Power BI, AppSheet) to support scalable decision-making, scenario planning, and real-time KPI visibility. Portfolio Health Monitoring * Track and assess health of the full project portfolio (e.g., NPDI, sustaining, ETO), identify systemic risks, and ensure portfolio alignment to strategic and operational objectives. Requirements: * Bachelor's Degree in Engineering or Business discipline; Master Degree a plus * 10+ years of experience in project or program management within a product development environment * Proven success in implementing or improving phase-gate processes (NPDI, ETO, SFA) * 3+ years directly involved in portfolio management or strategic PMO leadership * Experience working cross-functionally with Engineering, Operations, Procurement, AME, Quality, and Marketing * Demonstrated ability to lead executive-level reporting and influence without authority * Develop scenario modeling tools for "what-if" tradeoff analysis during investment and resourcing decisions * Facilitate cross-functional alignment workshops to ensure prioritization is jointly owned by all stakeholders * Lead periodic portfolio health reviews with functional and business leaders * Establish a learning loop to refine prioritization criteria and KPIs over time * Partner with IT and digital transformation teams to ensure portfolio tools are scalable and user-friendly * Strong business acumen and strategic thinking; able to balance long-term goals with operational realities * Analytical mindset to drive capacity modeling, scenario planning, and KPI tracking * Expertise with project and portfolio tools (Smartsheet, AppSheet, Power BI, MS Project, etc.) * Outstanding verbal, visual, and written communication skills for senior-level audiences * Self-starter with a high sense of ownership and the ability to build from scratch * Able to navigate ambiguity and influence at multiple organizational levels * Educations & Certifications: * Required: Bachelor's degree in Engineering, Business, Program Management, or related field * Preferred: Formal training in Project Management (e.g., PMP, PRINCE2, or similar) * Preferred: Master's degree (MBA, M.Eng., or related discipline) * Preferred: Portfolio Management Certification (PMP, MoP, or similar) * Preferred: Agile and/or Lean Six Sigma certification The successful candidate will embrace Vertiv's Core Principals & Behaviors to help execute our Strategic Priorities. OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion. OUR STRATEGIC PRIORITIES * Customer Focus * Operational Excellence * High-Performance Culture * Innovation * Financial Strength OUR BEHAVIORS * Own It * Act With Urgency * Foster a Customer-First Mindset * Think Big and Execute * Lead by Example * Drive Continuous Improvement * Learn and Seek Out Development About Vertiv Vertiv is a $8.0 billion global critical infrastructure and data center technology company. We ensure customers' vital applications run continuously by bringing together hardware, software, analytics and ongoing services. Our portfolio includes power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Columbus, Ohio, USA, Vertiv employs around 20,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more. Work Authorization No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire. Equal Opportunity Employer Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to ********************. #LI-RB1
    $83k-146k yearly est. Auto-Apply 49d ago
  • Portfolio Dispositioning Senior Manager

    Accenture 4.7company rating

    Portfolio manager job in Columbus, OH

    We Are Accenture is recognized as a global leader in AI and cloud transformation, helping businesses across industries migrate, manage, and optimize their cloud environments. Through partnerships with leading cloud providers such as Nvidia, AWS, Microsoft Azure, and Google Cloud, Accenture offers end-to-end services that drive innovation and business agility. The Cloud Advisory Practice focuses on helping organizations define, plan, and implement innovative AI and cloud strategies that drive business value. Leveraging deep expertise across cloud platforms and technologies, this practice works collaboratively with clients to design scalable, secure, and resilient cloud environments. The practice offers guidance in key areas such as agentic AI infrastructure & hosting, modern cloud foundation, security and resiliency, full-stack FinOps, and cloud-native development approaches, ensuring that clients achieve agility, operational efficiency, and long-term growth. By aligning AI and cloud initiatives with business goals, the practice helps organizations realize the full potential of cloud innovation while navigating industry-specific challenges and regulations. You Are As a Portfolio Dispositioning Senior Manager, you will lead organizations through complex cloud transformation initiatives. In this role, you will conduct comprehensive cloud readiness and maturity assessments, develop strategic plans for cloud adoption, and evaluate cloud solutions and platforms. You will also perform application assessments, design migration strategies, and build compelling business cases at a portfolio level for clients embarking on their cloud journey. The Role Key Areas of Expertise * Agentic AI infrastructure and hosting * Cloud readiness maturity assessment, planning and assessment of cloud solutions/platforms & application assessment * Cloud migration planning * Cloud migration business case * Cloud strategy, cloud advisory and cloud transformation * IT infrastructure, datacenters, network and edge * IT operating model and FinOps * IaaS, SaaS and PaaS * AWS, Microsoft Azure, Google Cloud and OCI Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements. Qualification Here's what you need * Minimum of 8 years of the following: * Experience in discovery, assessment, design, and migration of infrastructure & applications from on-premises to hybrid/public cloud. * Experience delivering application and infrastructure assessments for clients, providing a 7R application disposition * Experience with migration planning, grouping applications for phased migration based on assessment. * Experience evaluating cloud deployment models and recommending the most suitable model (for example, IaaS vs PaaS vs SaaS) * Minimum of 3 years of experience creating and driving cloud transformation programs with a strong perspective on cloud-based modernizations, including lift & shift, re-platforming and re-architecture * Minimum of 2 years in a consulting field selling to customers * Bachelor's degree or equivalent (minimum 12 years) work experience. (If associate's degree, must have minimum 6 years work experience) * Associate/professional level certification in at least one major cloud provider (Azure, OCI, Google, AWS) Professional Skills Requirements * Strong analytical skills to understand infrastructure & application data and interpret in meaningful way for cloud assessment * Excellent communication and interpersonal skills. You will be expected to communicate business value for all technical solutions all the way to the C-Suite in some cases. * Deep knowledge of one or more industry areas (e.g. hospitality, banking, aerospace, retail, supply chain) * Understanding of infrastructure and cloud outsourcing * Strong critical thinking, analytical and problem-solving skills * Demonstrated leadership, camaraderie, and teamwork in a multi-cultural professional setting * Experience working in a technology environment in designing and implementing solutions that meet the business needs within project timelines * Have provided estimations, project plans and resource requirements for designed solutions Bonus Points If You Have * Degree in computer science, engineering, physics or math preferred * Knowledge of PaaS services, Kubernetes, Docker, Cloud foundry, open shift, experience in Virtualization Platforms (e.g. VMWare, Hyper-V, etc.). * Understanding of the DevOps processes and tools. * Good understanding of 12 factor application and implementation * High-level understanding of SDLC and Agile * Industry specific experience (financial services, health & public services, resources, products, communications and media tech) * Experience with cloud native, containers and serverless architectures * Strong understanding of cloud security, cloud managed services frameworks, tools and solutions Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We anticipate this job posting will be posted on 01/23/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture Role Location Annual Salary Range California $132,500 to $302,400 Cleveland $122,700 to $241,900 Colorado $132,500 to $261,300 District of Columbia $141,100 to $278,200 Illinois $122,700 to $261,300 Maryland $132,500 to $261,300 Massachusetts $132,500 to $278,200 Minnesota $132,500 to $261,300 New York $122,700 to $302,400 New Jersey $141,100 to $302,400 Washington $141,100 to $278,200 Locations
    $91k-132k yearly est. 3d ago
  • Order Management Manager

    Babylist, Inc. 3.8company rating

    Portfolio manager job in Columbus, OH

    Who We Are Babylist is the leading registry, e-commerce, and content platform for growing families. More than 9 million people shop with Babylist every year, making it the go-to destination for seamless purchasing, trusted guidance, and expert product recommendations for new parents and the people who love them. What began as a universal registry has grown into a full ecosystem for new parents, including the Babylist Shop, Babylist Health, and a flagship showroom in Los Angeles. Hundreds of brands in baby and beyond partner with Babylist to engage meaningfully with families during one of life's most important transitions. With over $1 billion in annual GMV, and more than $500 million in 2024 revenue, Babylist is reshaping the $320 billion baby product industry. We're helping parents feel confident, connected, and cared for at every step. As we build the generational brand in baby, our mission remains simple: to connect growing families with everything they need to thrive.To learn more, visit ***************** Our Ways of Working Babylist thrives as a remote-first company, with HQ team members located across the U.S. and Canada. We meet in person twice a year-once as a company and once by department to strengthen the relationships that power our work. We show up consistently, stay purpose-driven, leverage AI to amplify our impact, and achieve results-together, from anywhere. What the Role Is As the Order Management Manager, you'll own the real-time performance of Babylist's multi-node order network-managing order flow across our Commercial Point fulfillment center, 3PL partners, and dropship vendors that collectively ship products to 9 million annual customers. You'll lead a team of operations specialists who monitor backlogs, drive order accuracy, and ensure every package reflects our commitment to one of our core values, We Love Our Users. This role sits at the operational heart of Babylist's fulfillment ecosystem. You'll manage the systems and teams that ensure every order-from placement through delivery-is handled with precision and accountability. You'll work daily in your OMS and WMS platforms, analyze real-time backlog data, and serve as the bridge between fulfillment operations and customer service, translating order issues into process improvements and system fixes. This role requires both strong people leadership and operational rigor. You'll coach your team through high-volume periods, build scalable SOPs that support growth, and partner cross-functionally with Supply Chain, Customer Service, and external fulfillment partners to drive continuous improvement. You'll need to stay calm under pressure, move quickly to resolve escalations, and own outcomes even when the root cause sits outside your direct control. If you've built order management operations in a fast-growing e-commerce or retail environment, managed teams through peak volume periods, and thrive on using data to solve operational problems in real-time, this role will energize you. Who You Are * 5+ years in order management, fulfillment operations, or supply chain in e-commerce, retail, or logistics environments with experience managing order flow across multiple fulfillment channels (in-house, 3PL, dropship) * 2+ years managing exempt-level individual contributors in operational roles, including coaching through performance challenges, setting clear expectations, and developing team capabilities * Experienced working daily in order management systems (OMS) and warehouse management systems (WMS), including troubleshooting order exceptions, managing backlog queues, and understanding system integrations between platforms * Data-driven operator comfortable building and tracking KPIs including backlog aging, order processing time, fulfillment error rates, delivery SLA performance, and customer-facing metrics like reshipment rates * Skilled at managing multi-node fulfillment models where orders route to different facilities or partners based on inventory location, shipping speed, or cost optimization * Strong cross-functional collaborator who partners effectively with Customer Service to resolve order issues, with Supply Chain to optimize inventory allocation, and with 3PL/vendor partners to drive performance improvements * Experienced building and maintaining SOPs that scale-you've created documentation and workflows that new team members can follow and that hold up during high-volume periods * Comfortable operating in ambiguity where you build processes from scratch, make decisions with incomplete information, and iterate based on what's working * Calm under pressure during peak periods, system outages, or vendor performance issues-you can triage quickly, communicate clearly, and keep your team focused on solutions * Proactive problem solver who spots patterns in order exceptions, identifies root causes, and drives fixes rather than just managing symptoms * Passionate about the role fulfillment plays in customer trust-you see order accuracy and delivery speed as promises to customers, not just operational metrics * Thrives in fast-moving, scale-up environments (vs. large enterprises) where you're expected to be hands-on, move quickly, and prioritize ruthlessly * Comfortable and enthusiastic about working in an AI-forward environment where AI tools are part of daily operations. You embrace technology to enhance your work while keeping people at the center How You Will Make An Impact div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"> _*]:min-w-0 standard-markdown"> * Lead and develop a team of operations specialists responsible for monitoring real-time order performance across Babylist's fulfillment network (internal FC, 3PLs, dropship vendors) * Own operational KPIs including backlog aging, order processing speed, fulfillment error rates, delivery SLA performance, and reshipment root cause metrics * Monitor order backlogs daily across all fulfillment nodes, identify bottlenecks in real-time, and escalate proactively to internal teams and external partners to drive resolution * Partner closely with Customer Service to analyze order issue patterns, identify systemic problems, and implement process or system fixes that prevent recurring issues * Build and maintain scalable SOPs for order exception handling, backlog management, vendor performance tracking, and escalation protocols that support current volume and future growth * Expand operational scope to include returns processing workflows, post-fulfillment order monitoring, and reshipment analysis to reduce customer friction and operational cost * Work cross-functionally with Supply Chain Strategy and Fulfillment teams to optimize order routing logic, improve inventory allocation, and enhance system integrations between OMS, WMS, and vendor platforms * Manage relationships with 3PL and dropship partners, conducting regular performance reviews, setting clear SLA expectations, and driving continuous improvement in service delivery * Develop your team through clear coaching, performance feedback, and growth opportunities-building capability in data analysis, problem-solving, and operational ownership * Champion We Love Our Users in every operational decision, ensuring that speed, accuracy, and care are balanced in how orders are processed and delivered * Identify opportunities to leverage AI and automation in order management workflows while maintaining human oversight on customer-facing decisions Why You Will Love Working At Babylist Our Culture * We work with focus and intention, then step away to recharge * We believe in exceptional management and invest in tools and opportunities to connect with colleagues * We build products that positively impact millions of people's lives * AI is intentionally embedded in how we work, create, and scale-supporting innovation and impact Growth & Development * Competitive pay and meaningful opportunities for career advancement * We believe technology and data can solve hard problems * We're committed to career progression and performance-based advancement Compensation & Benefits * Competitive salary with equity and bonus opportunities * Company-paid medical, dental, and vision insurance * Retirement savings plan with company matching and flexible spending accounts * Generous paid parental leave and PTO * Remote work stipend to set up your office * Perks for physical, mental, and emotional health, parenting, childcare, and financial planning About Compensation We use a market-based approach to compensation. The starting salary range for this role is: $120,350 to $144,420 Your starting salary will be based on your location, experience, and qualifications, with increases over time tied to performance, role growth, and internal pay equity. Important Notices Interview Process & Consent Babylist uses AI to record and transcribe all interviews for evaluation purposes in accordance with CCPA and GDPR. By participating in an interview, you consent to this recording and transcription. Interview Integrity During the interview process, we're evaluating your individual problem-solving skills, creativity, and approach to challenges. While AI tools like ChatGPT, Claude, and Cursor are part of your daily toolkit once you join Babylist, all interviews, assessments, and take-home assignments must be completed independently. You may not use AI tools, third-party services, coaching platforms, or content-farming services during any part of the interview process unless we explicitly permit it. We will clearly communicate when AI tools are allowed for specific assessments. Any indication of third-party assistance or AI-generated responses will result in immediate disqualification. We may also verify educational credentials through third-party sources-providing false or misleading information will result in removal from consideration. Official Communication All communication will come only from the Babylist Talent Team via **************** email address. We will never request payment, bank information, or personal financial details. Be cautious of fraudulent outreach via non-company email addresses, messaging platforms (e.g., WhatsApp, Telegram), or unsolicited phone calls. Verify legitimate opportunities on our careers page. SMS Consent You may opt in to receive text message updates about your application or interviews. Opting out will not affect your application status-communication will continue via email or phone. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance. See our Privacy Policy for more information.
    $120.4k-144.4k yearly Auto-Apply 39d ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Columbus, OH

    This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $69.9k-149k yearly 60d+ ago
  • Asset Manager, Freddie Mac Asset Management

    ORIX 4.7company rating

    Portfolio manager job in Columbus, OH

    The primary focus of the Asset Manager position is to provide outstanding service to internal and external clients, and to aid in the administration of our complex servicing portfolio of Freddie Mac loans. The Asset Manager will contribute to the asset management team by participating in the various duties related to the administrative, financial, capital and operations of the portfolio. Essential Duties and Responsibilities: * Monitor physical condition of property collateral by reviewing or conducting property inspections. Follow up with borrower for completion of any required repairs, ensuring completion prior to agreement expiration (if applicable), and advise Investor accordingly. * Collect, review and analyze property financial operations by the specified due date. Identify underperforming and potentially troubled assets, and escalate through the proper channels to assure that performance issues are appropriately addressed. * Assess and manage risk by preparing credit watch list rating write ups for executive review and approval * Review documents from closing to perform loan set up of new or converted loans. As needed, follow up with closing coordinator and legal counsel to collect any missing loan documents, and disseminate pertinent insurance, tax and other information from closing. Set up appropriate follow up systems to manage ongoing compliance with loan document covenants and ensure proper file set-up. * Review and approve disbursements from replacement reserves, completion repair, and other collateral escrows in accordance with Investor and established departmental guidelines * Make collection calls on loans where payments are not received within specified timeframes, follow up to ensure payment receipt, and report status periodically per established guidelines. Participate in problem loan discussions or required research. Coordinate sending late payment letters and collection of late charges. On loans under workout situations, monitor per modified documents and report as required. * Ensure all loan related system changes per specific loan documentation and/or Investor requirements are completed. * Assist in tax, insurance, UCC, inspection, and financial certifications to the Investor, as required * Review and approve loan pay offs per established procedures, from initial borrower request through pay off calculation, verification and approval processes * Coordinate receipt of any loan assumptions, easement agreements, etc. Initiate necessary changes to servicing system, add to loan documents list in system, and notify other departments as applicable. Record agreements if required by Investors, and set appropriate ticklers for follow-up or future/pending changes as applicable. * Administer balloon and maturing loans per established guidelines * Cross-train in all areas of department to gain full understanding of all aspects of departmental responsibilities * Perform any other task assigned by manager or as may be needed by the team. * Ensure that proper notification, communication, and coordination occurs with internal legal and compliance personnel, when applicable. Ensure that all job functions are executed in compliance with investor requirements and internal policies and procedures. * Participate actively as a member of the team and seek to identify opportunities to create value, control costs and reduce risks in our portfolio * Respond to all internal and external inquiries in a timely, accurate and professional manner and handle to conclusion * Assist management with special projects or other duties as assigned related to department goals or as may be needed by the team * Work professionally and harmoniously with team and coworkers * Other projects and duties as assigned Travel Requirements - 10%. Education, Skills and Experience: Required: * Associates or Bachelor's degree preferred with a concentration in Finance, Real Estate, Management or Business desired. * Minimum one to two years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred, with exposure to Freddie Mac a plus. An equivalent combination of education and experience which clearly demonstrates knowledge and skill set to perform the job functions may be considered. * Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), and various regulatory and industry contacts * Creative and effective problem-solving skills, excellent organizational and analytical skills * Ability to work with and understand financial concepts and perform financial analysis on multifamily and healthcare loans * An excellent customer service attitude * Proficiency in Microsoft Office and list other relevant systems or software * Excellent organizational, communication, presentation, and interpersonal skills * Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously * Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities * Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation) * Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team * Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
    $115k-161k yearly est. Auto-Apply 8d ago
  • Software Asset Manager US - Senior ESM Consultant

    Capgemini Holding Inc. 4.5company rating

    Portfolio manager job in Westerville, OH

    Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd like, where you'll be supported and inspired by a collaborative community of colleagues around the world, and where you'll be able to reimagine what's possible. Join us and help the world's leading organizations unlock the value of technology and build a more sustainable, more inclusive world. Job Title Software Asset Manager US - Senior ESM Consultant Location United States, Remote Travel 25% of the time Job Description The Software Asset Manager will assist in managing the daily processes, procedures, vendor audits, and configuration of tools that support the effective management of GE software assets. This role contributes to the development and maintenance of processes and tools that enable the full lifecycle management of software assets, including both on-premises and SaaS licensing. The Junior Software Asset Manager will help ensure the accuracy of software entitlements, compliance with licensing agreements, and optimization of software spend for new purchases and renewals. Key Responsibilities The Software Asset Manager will support the following activities: * Maintain software-related data integrity: Ensure the accuracy of data in the software asset repository, reconcile asset records with other data sources, and investigate and resolve discrepancies. * Software models and lifecycles: Assist in maintaining software models and lifecycle data. * Software entitlements: Support the creation, maintenance, and allocation of software entitlement records, including tracking purchased and available rights for software products. * Software discovery and normalization: Help create software installation records, normalize discovery data, and complete software discovery models. * Reconciliation and optimization: Perform software reconciliation, optimize end-user computing (EUC) software installations, and manage the software renewal calendar. * Contract and compliance management: Read and interpret software contract licensing and metric language, generate reports, and analyze data related to software utilization, license positions, and compliance status. * Audit support: Participate in software audit response efforts, provide software data for compliance defense, and assist in periodic self-audits. * Stakeholder engagement: Communicate and train stakeholders on software asset management processes and best practices. * Research and benchmarking: Research industry best practices and compare them against organizational practices to identify opportunities for improvement. Required Skills * Good experience (above 3+ years) in software asset management, software contracting, or licensing. * Familiarity with asset management software inventory-tracking systems, such as Flexera and ServiceNow. * Basic understanding of SAM policies, processes, metrics, and tool configuration. * Exposure to software license agreements from vendors like Oracle, Microsoft, IBM, Adobe, VMware, etc. * Ability to interpret software contract licensing and metric language. * Experience in data analysis using industry-standard tools. * Familiarity with software asset management policies and processes. * Interest in Software FinOps and willingness to expand knowledge. Desired Skills Personal Attributes * Adaptability: Comfortable working with ambiguity and shifting priorities. * Collaboration: Able to work independently and as part of a team, eliciting cooperation from diverse stakeholders. * Communication: Strong written and oral communication skills. * Problem-solving: Analytical mindset with strong problem-solving abilities and attention to detail. * Proactive mindset: Self-motivated, organized, and able to prioritize tasks effectively. * Continuous improvement: Enthusiastic about learning and improving processes. * Curiosity: Naturally curious with a high level of critical thinking skills. The base compensation range for this role in the posted location is:[ $66,910 - $ 151,510 ] Capgemini provides compensation range information in accordance with applicable national, state, provincial, and local pay transparency laws. The base compensation range listed for this position reflects the minimum and maximum target compensation Capgemini, in good faith, believes it may pay for the role at the time of this posting. This range may be subject to change as permitted by law. The actual compensation offered to any candidate may fall outside of the posted range and will be determined based on multiple factors legally permitted in the applicable jurisdiction. These may include, but are not limited to: Geographic location, Education and qualifications, Certifications and licenses, Relevant experience and skills, Seniority and performance, Market and business consideration, Internal pay equity. It is not typical for candidates to be hired at or near the top of the posted compensation range. In addition to base salary, this role may be eligible for additional compensation such as variable incentives, bonuses, or commissions, depending on the position and applicable laws. Capgemini offers a comprehensive, non-negotiable benefits package to all regular, full-time employees. In the U.S. and Canada, available benefits are determined by local policy and eligibility and may include: * Paid time off based on employee grade (A-F), defined by policy: Vacation: 12-25 days, depending on grade, Company paid holidays, Personal Days, Sick Leave * Medical, dental, and vision coverage (or provincial healthcare coordination in Canada) * Retirement savings plans (e.g., 401(k) in the U.S., RRSP in Canada) * Life and disability insurance * Employee assistance programs * Other benefits as provided by local policy and eligibility Important Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of applicable plans or agreements and is subject to Capgemini's discretion, consistent with applicable laws. The Company reserves the right to amend or withdraw compensation programs at any time, within the limits of applicable legislation. Disclaimers Capgemini is an Equal Opportunity Employer encouraging inclusion in the workplace. Capgemini also participates in the Partnership Accreditation in Indigenous Relations (PAIR) program which supports meaningful engagement with Indigenous communities across Canada by promoting fairness, accessibility, inclusion and respect. We value the rich cultural heritage and contributions of Indigenous Peoples and actively work to create a welcoming and respectful environment. All qualified applicants will receive consideration for employment without regard to race, national origin, gender identity/expression, age, religion, disability, sexual orientation, genetics, veteran status, marital status or any other characteristic protected by law. This is a general description of the Duties, Responsibilities and Qualifications required for this position. Physical, mental, sensory or environmental demands may be referenced in an attempt to communicate the manner in which this position traditionally is performed. Whenever necessary to provide individuals with disabilities an equal employment opportunity, Capgemini will consider reasonable accommodations that might involve varying job requirements and/or changing the way this job is performed, provided that such accommodation does not pose an undue hardship. Capgemini is committed to providing reasonable accommodation during our recruitment process. If you need assistance or accommodation, please reach out to your recruiting contact. Please be aware that Capgemini may capture your image (video or screenshot) during the interview process and that image may be used for verification, including during the hiring and onboarding process. Click the following link for more information on your rights as an Applicant in the United States. ************************************************************************** Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
    $66.9k-151.5k yearly 6d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Columbus, OH?

The average portfolio manager in Columbus, OH earns between $59,000 and $182,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Columbus, OH

$103,000

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