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Portfolio manager jobs in Columbus, OH

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  • Asset Manager

    Insight Global

    Portfolio manager job in Columbus, OH

    Title : Forklift Asset Manager Travel : 25% Salary : $95,000 - $135,000 Must Haves : 5 years in Manufacturing Environment Experience as a Reliability Engineer Program Manager Experience - with technical / mechanical skills Heavy Equipment Experience INTEGRITY - willing to go out with the team and create relationships Job Summary : Primary Job Responsibilities: Ownership of the ADS Forklift Program Serve as the primary leader of ADS's Forklift Program, overseeing a fleet of more than 700 powered industrial vehicles and material handling assets. Responsible for driving strategic initiatives that enhance operational performance, ensure regulatory compliance, and strengthen vendor relationships across the enterprise. Preventative Maintenance & Work Order Management Build and sustain robust preventative maintenance protocols while supporting work order systems to ensure timely and effective service delivery. Powered Industrial Material Handling Equipment Lifecycle Management Oversee asset creation and ensure accurate preventative maintenance scheduling in compliance with Fixed Asset accounting standards. Vendor & Predictive Service Coordination Collaborate with key vendors to ensure optimal asset performance and reliability across all sites. Cross-Functional Support Provide support across the ADS network, fostering a culture of collaboration and continuous improvement. Safety Program Integration Partner with site teams and safety leaders to implement proactive safety measures and ensure compliance with company standards for mobile equipment. Data-Driven Decision Making Analyze maintenance and asset data to identify trends, forecast needs, and drive strategic improvements. SOP Development & Training Draft and publish standard operating procedures for program initiatives, and lead training efforts to ensure consistent execution. Vendor Relationship Management Cultivate and maintain strategic partnerships with service providers to enhance reliability and innovation. Continuous Improvement Leadership Drive the implementation of PM programs and initiatives through a continuous improvement lens, ensuring long-term sustainability and effectiveness. Reporting & Initiative Tracking Provide clear and actionable reporting on key initiatives, including special projects, asset history, and equipment performance metrics. Job Skills: Fleet Maintenance Program Leadership Proven experience managing comprehensive forklift and material handling equipment programs to ensure uptime and safety. Operational Expertise comprehensive understanding of manufacturing operations and material handling systems across diverse industrial environments. Telematics System Integration Hands-on experience implementing and supporting telematics solutions to optimize fleet performance and data-driven decision-making. Project Management Strong ability to lead cross-functional projects, manage timelines, and deliver results aligned with business goals. Communication Skills Excellent verbal and written communication, enabling effective collaboration with internal teams and external partners. Problem Solving & Root Cause Analysis Skilled in diagnosing complex issues and implementing sustainable solutions to improve fleet reliability. CMMS & Maintenance Software Proficiency Fluent in computerized maintenance management systems (CMMS) and other digital tools for asset tracking and service scheduling. Business Software Expertise Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint) and other business analytics tools. Vendor Relations Experienced in managing vendor partnerships and ensuring service quality and cost efficiency. Capital Investment Justification Ability to develop detailed business case models to support strategic capital investments in fleet assets.
    $95k-135k yearly 2d ago
  • Portfolio Manager - PMO Transformation

    Blue Star Partners 4.5company rating

    Portfolio manager job in Columbus, OH

    Job Title: Portfolio Manager Rate: Up to $90/hour Contract Length: 6 Months (Strong possibility of extension) Contract Type: W-2 Only (U.S. Citizens - No visa sponsorships) Position Summary We are seeking a Portfolio Manager to support a major PMO transformation initiative. The ideal candidate will lead the operational cadence of transformation delivery and ensure visibility and alignment across a broad portfolio of initiatives. This role requires strong experience with integrated planning, risk management, and data-driven decision-making. Candidates must be able to facilitate cross-functional coordination and provide clear, concise reporting to executive stakeholders. Key Responsibilities Lead the operational rhythm of transformation delivery, including RAID log management, milestone tracking, and reporting. Maintain the integrated master plan across all projects and initiatives. Create and manage dashboards that provide timely, actionable insights for senior leaders. Coordinate cross-functional teams to ensure alignment with strategic objectives. Track and escalate risks and issues, enabling early intervention and mitigation. Partner with project managers and business leaders to drive execution consistency and transparency. Support continuous improvement in portfolio management practices and tools. Required Qualifications 7+ years of experience in portfolio or program management, ideally within large-scale transformation efforts. Strong knowledge of RAID logs, milestone planning, integrated master schedules, and PMO frameworks. Proven ability to use data visualization tools and dashboards to inform decisions. Excellent communication and facilitation skills; able to engage with executive stakeholders. Experience in cross-functional environments with both business and IT stakeholders. Advanced proficiency in Microsoft Project, Excel, and reporting tools (Power BI a plus). PMP, PgMP, or similar certification is preferred. Utilities or energy sector experience is a strong plus.
    $90 hourly 22d 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
  • CB Portfolio Manager II

    First Commonwealth Bank 3.9company rating

    Portfolio manager job in Powell, OH

    Works closely with assigned Relationship Managers to manage a large and or complex portfolio of Corporate Banking clients. Oversees, along with Relationship Manager(s), receipt and ongoing review of client financial statements and reporting packages. Ensures credit quality standards are executed. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Participates in sales calls and is active in various community events, civic and charitable organizations. Essential Job Responsibilities__________________________________ 1. Conducts independent financial statement, covenant and collateral analysis of Corporate Banking clients. Assists in discussions and due diligence on existing and prospective clients. Oversees portfolio analysis and assists in deal structuring and legal document review and negotiation. 2. In collaboration with Relationship Manager(s), manages and grows a portfolio of companies. Portfolio size may vary based on length of service and management decisions. 3. Assists with the cultivation of new business opportunities from existing and potential corporate clients and assists Relationship Manager(s) help meet client needs and deepen relationships. Support cross-sell opportunities as identified through client interaction. 4. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports. Maintains a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes. 5. Monitors client financial performance versus plan objectives and financial covenant compliance on a regular basis; discusses the performance with the relationship team. Reports credit deterioration promptly and works with Special Assets to mitigate potential losses. 6. Actively monitors and manages maturing notes, expiring commitments and delinquencies within assigned portfolio. 7. Performs maintenance calls with or without Relationship Manager as needed, and assists in credit collection work as necessary for assigned accounts. 8. Services the immediate needs of the clients by performing the following with Relationship Manager(s): a. Analyzes, with credit analysis staff, the creditworthiness of their clients and prospects. b. Seeks additional approvals or policy exceptions as necessary. c. Oversees proper execution and review of loan documentation in accordance with bank policy. d. Understands the credit strengths and weaknesses of clients. e. Monitors borrower's performance and communicates to management and the credit department. f. Works with Treasury Management to establish necessary accounts and ancillary services for deposits. g. Other ongoing client and portfolio tasks as needed to assist the team. 9. Works with the Credit Department to ensure that the approval packages are thorough and correct including review of the financial statement requirements, covenant structure, and terms and conditions. 10. Prepares and assists in the presentation of loan modification requests, Criticized Asset Committee Memos, Semi-Annual Line Sheets and any other required reports, on an as-needed basis and in conjunction with Relationship Manager. 11. Values collateral when necessary, reviews appraisals and assesses collateral coverage. 12. Ability to assess and discuss risk ratings with the Credit Department. 13. Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk. 14. Coordinates the daily workflow in and out of the area to ensure that loans are in complete conformity with the terms. 15. Assists in providing direct service to commercial clients of the bank with respect to deposit, loan, and other products and services. Develops expertise in all applicable processes and systems to ensure they are all leveraged. Strives to improve cycle times and client experience. 16. Assists with deal screens and preliminary review of large existing and prospective clients as needed. 17. Prepares and maintains accurate records of all client service calls made and meetings held with present and prospective clients. 18. Serves as a representative for Portfolio Management and/or Corporate Banking in various Bank initiatives and projects on an as-needed and elected basis. 19. Maintains a thorough knowledge of the features and benefits of all corporate banking products and services. 20. Maintains a working knowledge of bank operating policies and procedures. 21. May serve as a mentor and/or provide training to newer and less experienced Portfolio Managers within the Group. Bona Fide Occupational Qualifications___________________________ 1. A Bachelor's degree in Business or Finance related field, and/or equivalent experience required. 2. A minimum of five (5) to seven (7) years of strong credit analysis experience and demonstrated portfolio management skills required. 3. Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary. 4. A valid driver's license and travel, including some overnight stays, are required. 5. May be eligible for Telecommuting.
    $95k-143k yearly est. 17d ago
  • CRE Portfolio Manager

    Northwest Bancorp, Inc. 4.8company rating

    Portfolio manager job in Columbus, OH

    The CRE Portfolio Manager is responsible for the ongoing monitoring process for the Bank's CRE 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 CRE 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 in order 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. Education + Experience preferred * Bachelor's Degree in Accounting, Finance, Economics, or related discipline * 6-8 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 * 6-8 years of experience in Commercial Credit or public accounting * Experience with CRE underwriting This position will work onsite Mon - Thurs with Friday as an optional work from home day. The pay range for this position is generally $90,000 - $115,000 annually. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $90k-115k yearly Auto-Apply 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. 24d ago
  • Home Lending Portfolio Manager II

    Jpmorgan Chase Bank, N.A 4.8company rating

    Portfolio manager job in Columbus, OH

    The Secondary Marketing Trading Group is responsible for hedging activity with the intent of reducing the risk inherent in the Mortgage Banking business while attempting to maintain Chase's pricing profile in the top half of the national and regional competition. Our team's objective is to maximize the mortgage origination volume while protecting the fair market value of the loans originated for sale. This role is for the Capital Markets Group of Chase Mortgage Banking. This position directly supports the Secondary Marketing Trading Activities with visibility and interaction with Senior Executives within the Mortgage Bank. As a Home Lending Portfolio Manager II within the Capital Markets Group of Chase Mortgage Banking, you will maintain and update pricing and market inputs for a proprietary Best Execution and Pricing model, while collaborating with traders and essential teams to optimize pooling mortgage-backed securities. You will build, maintain, and analyze reporting on relative value and position re-slotting, and control period over period model performance to evaluate differences and impacts. Job responsibilities Identify Secondary Marketing P&L. Support of Secondary Marketing risk reporting and attribution. Perform financial analysis of trade desk model and positions. Analyze the Trader's daily positions and interface with them to fully optimize the position. Maintain and operate proprietary model to maximize portfolio value. Establish and enact strategies to optimize pooling MBS in the most value maximizing manner that meets relationship goals. Monitor position to prioritize and execute optimization of at-risk loans. Build and analyze reporting with a focus on trends historically and to forecast into the future. Streamline data processing and result analyzing, visualization processes. Conduct testing on system and model updates to ensure the stability and consistency. Collaborate with IT to develop, test, and promote system/pooling enhancements/break fix issues. Required qualifications, capabilities and skills Financial Analysis/Accounting skills. Interest in Markets, Valuation, and interest rates and their impact on fixed income assets, specifically mortgages. Bachelor's degree. Preferred qualifications, capabilities and skills Leadership capabilities, self-starter, and task oriented. Excellent written and verbal communication skills. Root cause analysis capabilities. Ability to prioritize competing deliverables under tight deadlines. Comfortable with programming logic working with large data sets. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Jersey City,NJ $138,000.00 - $225,000.00 / year
    $138k-225k yearly 4d ago
  • Director, Government Portfolio Leader

    Kyndryl

    Portfolio manager job in Columbus, OH

    **Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
    $95k-156k yearly est. 22d 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 3d ago
  • US Seasonal Tax-FSO-Wealth & Asset Management-TiGeR-Manager

    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. **Seasonal Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote** **The opportunity** EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team. **Your key responsibilities** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **Skills and attributes for success** **To qualify for this role, you must have ** + A bachelor's degree in accounting, finance, business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $90-120 hourly 31d ago
  • SAP Enterprise Asset Management (EAM) Manager

    PwC 4.8company rating

    Portfolio manager job in Columbus, OH

    **Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite. Responsibilities - Lead the creation and implementation of enterprise asset management solutions - Supervise, develop, and coach teams to achieve top-quality deliverables - Manage client service accounts and drive client engagement workstreams - Oversee every aspect of complex Generation and Utility engagements - Independently analyze and solve complex problems - Assure successful planning, budgeting, and execution of projects - Foster a culture of continuous improvement and innovation - Utilize technology to enhance service delivery What You Must Have - Bachelor's Degree - 5 years of experience What Sets You Apart - Leading SAP EAM suite engagements - Experience with SAP S4 Hana and SAP ECC - Designing and deploying SAP EAM solutions - Leading large-scale transformation deployments - Practice development in EAM talent recruiting - Sales lifecycle and client relationship management - Proposal management and presentation skills - Functional implementations in various management areas - Industry knowledge in power generation and renewables 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 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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: ***********************************
    $99k-232k yearly 60d+ ago
  • Senior Investment Professional - Investments Analytics

    Nationwide 4.5company rating

    Portfolio manager job in Columbus, OH

    As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. #LI-ML1 Summary Do you have the desire to play a critical role in driving analytics solutions for the Office of Investments? Nationwide has been in business for almost 100 years and our collaborative culture delivers outstanding solutions and results. Our investment, risk, and technology professionals play a key role in transforming our data architecture, implementing best in class systems and applications, and enhancing our reporting to create meaningful insights that drive business results. As the leader of Investments Analytics, you will have a multi-faceted role with intellectually challenging work whose outcomes influence the success of the company. You will be responsible for driving the development and adoption of analytical tools and reporting solutions for the Investments Front Office. You will lead a high-performing team closely linked with front office stakeholders to prioritize projects, develop tools, and ensure the application of industry standards and best practices. You will be highly engaged in data strategy and governance to ensure data quality, consistency, and security. You will be highly engaged with our technology partners, both internally and externally, to influence long term planning for the Investments Organization, and to ensure that Investments is looking to identify new tools and opportunities. Job Description Key Responsibilities: * Provide strategic leadership in analytics across the Investments organization. * Drive the adoption and development of quantitative analytics and reports to support and improve investment decision making. * Identify and implement best in class technologies, tools, and platforms to improve investment processes. * Support a culture of exploration that applies best practices in model design and review. * Enforce data governance policies and procedures. * Stay updated with industry trends, emerging technologies, and best practices to continuously enhance our data and technology capabilities. * Manage relationships with data providers, technology vendors, and strategic partners. Influence vendor priorities on their roadmaps and systems support models (cloud or on premise). * Communicate recommendations through written reports, presentations, conversations, and meetings with key stakeholders and senior leaders. * Directs associate management including: performance management, salary planning and administration, training and development, workflow and organizational planning, hiring and placement, and disciplinary actions. * Build and lead a high-performing team. May perform other responsibilities as assigned. Reporting Relationship: Reports to Head of Enterprise Portfolio Management. Leads a team of four or more Investment Professionals/Analysts. Typical Skills and Experiences: Education: Bachelor's Degree; Advanced quantitative degree highly desirable. Experience: 10 years of related experience in quantitative investing and/or investments technology. Knowledge, Abilities and Skills: * Considered an Investment Analytics and data expert. * Advanced data analytics and programming * Deep technical know-how of tools and methods like Aladdin, Bloomberg, Python, Databricks, Power BI, SQL * Substantial aptitude for managing multiple and often unrelated high-pressure situations simultaneously * Skilled at critical thinking, executive presence, strong business judgment, decisive * Excellent verbal and written communication skills. Willing to express opinion and views. * Demonstrated curiosity and problem solver * Organized, detailed, and process oriented * Project management a plus * Positive, hardworking, pro-active, and professional * Highly collaborative and team oriented Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner. Values: Regularly and consistently demonstrates Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Normal office environment. Some travel may be required. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
    $85k-107k yearly est. Auto-Apply 33d 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
  • Manager, Federal Tax - Asset Management

    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 Manager to join our Business Tax Services practice. Responsibilities: * Oversee client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds) * Act as the first point of contact for internal and external clients * Manage teams of tax professionals/assistants working on client projects * Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients * Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects * Deliver high quality tax services to clients Qualifications: * Minimum five years of recent tax experience in the alternative investment industry * Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, 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 * Proficient in the taxation of partnerships and tiered investment fund structures * Excellent verbal and written communication skills with the ability to articulate complex financial information 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: $96800 - $187500 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.
    $96.8k-187.5k yearly 23d ago
  • Asset Manager

    Lument Real Estate Capital

    Portfolio manager job in Columbus, OH

    The Asset Manager within the FHA/USDA Risk Management section, performs loan surveillance activities to manage higher risk loans, monitors loan performance to protect the company from default, and conducts loan workout activities on the troubled FHA and USDA servicing portfolio. This position monitors compliance with loan terms and government agency loan program guidelines, evaluates the physical condition of properties, and works with clients to address financial/operational issues to avoid or cure defaults. Additionally, the Asset Manager supports the mortgage servicing department by providing customer service to borrowers, borrower's representatives, and internal contacts through distribution and transmission of information, while maintaining outstanding documentation of all activities and the utmost professional demeanor. The position coordinates and works with bankers, associates, external counsel, government agency personnel, and any other third parties to carry out post-closing requests. The Asset Manager is the main point of contact for an assigned portfolio of loans with high concentration of loans risk rated substandard. Essential Duties and Responsibilities: Performs loan surveillance activities for seniors housing, multifamily housing, and healthcare projects. Carries out in-depth financial statement analysis of cash flows, net operating income, debt service coverage, and capital expenditures. Prepares and presents credit watch list rating write ups for executive review and approval. Coordinates loan workout activities with borrowers, operators, management agents, government personnel, company managers, and legal counsel. Analyzes loan agreements to understand loan covenants and remedies. Works with counsel and management to draft business communication to borrowers. Performs late payment collection procedures. Coordinates periodic site inspections of mortgaged properties and works with borrowers to address deferred maintenance items. Evaluates service and care surveys and works with borrowers to correct deficiencies. Promptly responds and provides periodic updates to all customer inquiries. Regularly researches online resources for agency handbook content and periodic updates. Facilitates and diligently documents post-closing transaction initiation, progress, and completion of post-closing transactions such as ownership (HUD TPA and CHOP), operator, and management agent changes, accounts receivable financing, partial releases of collateral, etc. Maintains loan servicing files with detailed documentation in an organized manner. Reviews and approves escrow disbursement requests. Works with borrowers to maintain sufficient balances in replacement reserve escrows, while establishing deposits for future capital needs. Prepares payment collection schedules and/or processes payment changes in a timely fashion for various escrow accounts including, but not limited to, mortgage reserve fund and replacement reserves. Processes and documents any change in borrower, operator, or management agent contact information. Ensures that all job functions are executed in compliance with investor requirements and internal policies and procedures. Provides guidance, mentorship, and training for department Associates and Analysts with the potential to supervise those positions. Provides reviews and signature approvals according to company signature authority guidelines. Works professionally and harmoniously with team and coworkers. Education, Skills and Experience: Bachelor's degree in business administration, finance, accounting, government/political science or related area. Minimum of five years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred. An equivalent combination of education and experience which clearly demonstrates knowledge and skillset to perform the job functions may be considered. HUD and USDA specific servicing or asset management experience is preferred. 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 ant 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. Desire to lead, train and mentor Associates and Analysts. Annual base salary gross: $70,000 - $90,000 (MA only). The base salary range represents the estimated low and high end of ORIX's salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information. 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.
    $70k-90k yearly Auto-Apply 8d ago
  • Commercial Portfolio Manager II

    Fifth Third Bank, N.A 4.6company rating

    Portfolio manager job in Columbus, OH

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures ,pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Accountable for managing a portfolio of accounts. + Review and recommend credit decisions. + Partners with the Relationship Manager, forming the "coverage team" to: + Meet with clients and Participate in business Development calls. + Assess prospective client's viability for credit. + Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants. + Value collateral. + Generate commitment letters. + Assist in providing business partners credit lending policy interpretation. + Perform final risk rating analysis. + Capture and document credit decisions, conditions, and modifications. + Collaborates with the Credit Analyst to perform Portfolio management duties such as: + Establish and maintain Investor Group on lender Portal. + Perform Monitoring action and Conduct periodic deal Review. + Execute decisions to renew or modify deals. + Communicate directly with clients regarding credit events and actions as needed. + Works independently to pitch a more complex deal structure. + A focus on continuous learning to keep up with ever-changing market dynamics. + Mentor to more Junior PMs and Credit Analysts. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). + At least 6 years credit analysis and/or loan review experience in Commercial Banking. + Advanced analytical skills, critical thinking and verbal and written communication skills. + Professional presence (client-facing). + Experience managing an advanced commercial client portfolio with some degree of complexity. + Ability to partner with all deal stakeholders including clients, relationship manager and credit teams. + Expertise in financial and risk analysis, including financial modeling. + Demonstrated expertise in using effective problem solving. + Proficient with technology and ability to learn new applications. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. + Extended viewing of a CRT screen. + Some travel required SUPERVISORY RESPONSIBILITY: + In some cases, role may be r esponsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Commercial Portfolio Manager II At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Columbus, Ohio 43231 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $91k-115k yearly est. 37d ago
  • Forklift Asset Manager

    Advanced Drainage Systems

    Portfolio manager job in Hilliard, OH

    Advanced Drainage Systems is a leading manufacturer of stormwater and onsite septic wastewater solutions, committed to sustainability and innovation. With a vast manufacturing and distribution network, we deliver high-quality products across multiple industries while recycling over half a billion pounds of plastic annually. At ADS, we foster a culture where diverse perspectives drive better ideas, ensuring every employee feels valued, heard, and empowered to make an impact. Responsibilities We are seeking a Forklift Program Manager to lead ADS's enterprise-wide forklift and material handling program. This role oversees a fleet of 700+ powered industrial vehicles, driving operational excellence, safety, and reliability. The position focuses on preventative maintenance, vendor partnerships, and data-driven improvements to ensure compliance, optimize performance, and support continuous improvement initiatives across the ADS network. Key Responsibilities * Lead the ADS Forklift Program, managing lifecycle and performance of 700+ industrial vehicles. * Develop and maintain preventative maintenance protocols and work order systems. * Ensure accurate asset creation and compliance with Fixed Asset accounting standards. * Collaborate with vendors to optimize predictive service and fleet reliability. * Partner with safety teams to integrate mobile equipment safety programs. * Analyze maintenance and asset data to identify trends and forecast needs. * Create and publish SOPs; lead training for consistent program execution. * Cultivate vendor relationships to drive innovation and cost efficiency. * Provide reporting on key initiatives, asset history, and performance metrics. * Champion continuous improvement initiatives for long-term sustainability. Qualifications * Associate or Bachelor's degree, or equivalent work experience. * Minimum 5 years in a manufacturing environment. * Preferred: Experience as Reliability Engineer or Maintenance Manager. * Ability to lift up to 50 lbs and work safely around plant equipment. * Willingness to travel up to 25%. Skills & Competencies * Proven leadership in fleet maintenance programs. * Strong understanding of manufacturing operations and material handling systems. * Experience with telematics integration and CMMS systems. * Project management expertise with ability to lead cross-functional initiatives. * Advanced proficiency in Microsoft Office Suite and business analytics tools. * Skilled in problem-solving and root cause analysis. * Ability to develop business cases for capital investments. * Excellent communication and vendor relationship management skills. #LI-CH1 #LI-Onsite Company Benefits: Health & Welfare Benefits: Medical and prescription drug plans, telemedicine (with medical plan), dental and vision plans, virtual physical therapy*, an employee assistance program (EAP)*, and voluntary accident, critical illness, and hospital indemnification programs. Financial Benefits: Retirement 401k program with company match, an employee stock purchase plan (voluntary), financial wellness planning*, paid parental leave*, flexible spending accounts (FSA) for child care and health care, short-term and long-term disability*, basic life insurance, accidental death and dismemberment (AD&D)*, adoption financial reimbursement*, tuition reimbursement*, voluntary life insurance (for employees, spouses, and children), and voluntary identity theft and fraud protection. * 100% paid by ADS. Why Join ADS? Growth Opportunities & Global Presence: With a global network of approximately 70 manufacturing plants and 40 distribution centers, ADS offers extensive opportunities for career growth and development in various locations around the world. Inclusive and Creative Work Culture: ADS fosters a culture of passion, innovation, and continuous improvement, empowering employees to shape industry-leading solutions. We value diverse perspectives, recognizing that they drive better ideas, processes, and performance. Our workplace is built on respect, inclusivity, and shared responsibility, ensuring every team member feels valued and contributes to our collective success. Innovative & Sustainability Focused: Advanced Drainage Systems is one of the largest plastic recyclers in North America, ensuring over half a billion pounds of plastic is kept out of landfills every year. Learn More: ******************************** EEO Statement ADS supports an inclusive workplace that values diversity of thought, experience, and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. ADS is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
    $67k-100k yearly est. Auto-Apply 35d ago
  • Forklift Asset Manager

    Downstream Technician 2Nd & 3Rd Shifts In Ludlow, Massachusetts

    Portfolio manager job in Hilliard, OH

    Advanced Drainage Systems is a leading manufacturer of stormwater and onsite septic wastewater solutions, committed to sustainability and innovation. With a vast manufacturing and distribution network, we deliver high-quality products across multiple industries while recycling over half a billion pounds of plastic annually. At ADS, we foster a culture where diverse perspectives drive better ideas, ensuring every employee feels valued, heard, and empowered to make an impact. Responsibilities We are seeking a Forklift Program Manager to lead ADS's enterprise-wide forklift and material handling program. This role oversees a fleet of 700+ powered industrial vehicles, driving operational excellence, safety, and reliability. The position focuses on preventative maintenance, vendor partnerships, and data-driven improvements to ensure compliance, optimize performance, and support continuous improvement initiatives across the ADS network. Key Responsibilities Lead the ADS Forklift Program, managing lifecycle and performance of 700+ industrial vehicles. Develop and maintain preventative maintenance protocols and work order systems. Ensure accurate asset creation and compliance with Fixed Asset accounting standards. Collaborate with vendors to optimize predictive service and fleet reliability. Partner with safety teams to integrate mobile equipment safety programs. Analyze maintenance and asset data to identify trends and forecast needs. Create and publish SOPs; lead training for consistent program execution. Cultivate vendor relationships to drive innovation and cost efficiency. Provide reporting on key initiatives, asset history, and performance metrics. Champion continuous improvement initiatives for long-term sustainability. Qualifications Associate or Bachelor's degree, or equivalent work experience. Minimum 5 years in a manufacturing environment. Preferred: Experience as Reliability Engineer or Maintenance Manager. Ability to lift up to 50 lbs and work safely around plant equipment. Willingness to travel up to 25%. Skills & Competencies Proven leadership in fleet maintenance programs. Strong understanding of manufacturing operations and material handling systems. Experience with telematics integration and CMMS systems. Project management expertise with ability to lead cross-functional initiatives. Advanced proficiency in Microsoft Office Suite and business analytics tools. Skilled in problem-solving and root cause analysis. Ability to develop business cases for capital investments. Excellent communication and vendor relationship management skills. #LI-CH1 #LI-Onsite Company Benefits: Health & Welfare Benefits: Medical and prescription drug plans, telemedicine (with medical plan), dental and vision plans, virtual physical therapy*, an employee assistance program (EAP)*, and voluntary accident, critical illness, and hospital indemnification programs. Financial Benefits: Retirement 401k program with company match, an employee stock purchase plan (voluntary), financial wellness planning*, paid parental leave*, flexible spending accounts (FSA) for child care and health care, short-term and long-term disability*, basic life insurance, accidental death and dismemberment (AD&D)*, adoption financial reimbursement*, tuition reimbursement*, voluntary life insurance (for employees, spouses, and children), and voluntary identity theft and fraud protection. *100% paid by ADS. Why Join ADS? Growth Opportunities & Global Presence: With a global network of approximately 70 manufacturing plants and 40 distribution centers, ADS offers extensive opportunities for career growth and development in various locations around the world. Inclusive and Creative Work Culture: ADS fosters a culture of passion, innovation, and continuous improvement, empowering employees to shape industry-leading solutions. We value diverse perspectives, recognizing that they drive better ideas, processes, and performance. Our workplace is built on respect, inclusivity, and shared responsibility, ensuring every team member feels valued and contributes to our collective success. Innovative & Sustainability Focused: Advanced Drainage Systems is one of the largest plastic recyclers in North America, ensuring over half a billion pounds of plastic is kept out of landfills every year. Learn More: ******************************** EEO Statement ADS supports an inclusive workplace that values diversity of thought, experience, and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. ADS is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
    $67k-100k yearly est. Auto-Apply 36d ago
  • Manager, Utility Asset Management

    Quality Technology Services, LLC 4.4company rating

    Portfolio manager job in New Albany, OH

    The Manager of Utility Asset Management oversees the overall performance of utility assets within a region of the company, including ensuring up-time and profitability targets are established and reviewed, and company-wide processes and procedures are designed, implemented, and followed. This position reports to the Director of Utility Asset Management but works across all departments to promote company culture, drive profitability, and sustain growth. This is a management position tasked with building positive working relationships with team members, partners, company affiliates, owners, investors, and other stakeholders. **ESSENTIAL DUTIES AND RESPONSIBILITIES -** Other duties may be assigned. + Provide strategic direction, leadership, and support to a portion of the Asset Management team, including oversight and creation of the annual Asset Management budget and monitoring actual performance against budget. + Track Utility Asset performance against original planned goals and objectives, financial and operational goals. + Collaborate with the Facility Operations team for the assigned sites/region to perform regular reviews of portfolio properties and ensure physical aspects of the portfolio meet owner, lender, and investor standards. Assist in the development and monitoring of compliance programs as needed. + Provide ongoing portfolio analysis and recommendations as needed, including income, expenses, and capital projects. + Lead hiring, training, compliance, performance management, compensation, and company culture for the assigned region, ensuring strong employee relations and organizational effectiveness. + Ensure monthly, quarterly, and annual reporting requirements are met for owners, lenders, investors, and government entities for the assigned region. + Assist in annual budget preparation for all portfolio properties and entities for the assigned region. + Stay abreast of outstanding operational and management issues within the assigned region. + Assist in performing regular reviews of grounds, buildings, and property and ensure the physical aspects of the supervised portfolio meet company standards. + Execute Operations & Maintenance agreements and other related contracts for the assigned region. + Support the identification and onboarding of new vendors. + Utilize substation data to provide predictive, preventative maintenance plans for substation assets within the assigned region. **BASIC QUALIFICATIONS** + 6 or more years of utility, renewable energy, or other energy-related asset management. + Demonstrated experience collaborating effectively across all functional groups of an organization. + Experience managing a regional portfolio of work. + Able to travel up to 40% of the time or as needed to support relationship-building and team management. **PREFERRED QUALIFICATIONS** + Eight or more years of utility, renewable energy, or other energy-related asset management. + 2 or more years of people leader experience. + Experience managing large energy assets (100+ MW). + Established relationships with leading utility partners and O&M providers. + Demonstrated ability to negotiate service agreements >$5 million in value + Experience with managing generation assets + Demonstrated experience collaborating effectively with internal and external executives. **KNOWLEDGE, SKILLS, AND ABILITIES** + Leadership and decision-making skills, strong business and strategic planning capability, excellent communication skills, and the ability to apply analytical, problem-solving, and critical thinking skills in a fast-paced, changing, and growing environment. + Ability to motivate and persuade others to drive strategic outcomes, experience managing across multiple departments, and the attention to detail required to manage both projects and people within established timelines. + Focused on all aspects of Substation asset management including accounting, finance, operational management, asset management, information technology, and human resources. + Thorough understanding of electrical safety procedures and codes. + Technical acumen to read, translate, and apply the information contained in owner's equipment manuals and substation drawings. We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim. The "Know Your Rights" Poster is included here: Know Your Rights (English) (***************************************************************************************** Know Your Rights (Spanish) The pay transparency policy is available here: Pay Transparency Nondiscrimination Poster-Formatted (*********************************************************************************************** QTS is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************************ and let us know the nature of your request and your contact information. It's exhilarating to find yourself at a pivotal moment in history- and even more so to be leading the way. At QTS Data Centers, we are proud to stand at the forefront of today's dynamic digital transformation. Our world-class data centers empower our customers' most strategic growth initiatives, positioning us as a global leader in digital infrastructure. As AI and cloud technologies fuel the demand for increased speed, capacity, and innovation, QTS has emerged as the global digital infrastructure leader. We are committed to connecting the globe for good. Driven by purpose and a spirit of innovation, we design, build, and operate some of the most advanced data centers worldwide. In addition to our cutting-edge technology, we are dedicated to sustainability, incorporating renewable energy solutions to minimize our environmental footprint and drive meaningful impact. As a proud portfolio company of Blackstone, QTS is uniquely positioned to achieve ambitious growth and innovation goals. At QTS, we are _Powered by People_ . Our team members are the cornerstone of our culture, innovation, and growth. They are mission-driven, resourceful, and committed to making a positive impact in the communities where we live and work. Together, we're achieving remarkable things and shaping the future of digital infrastructure. And we'd like to invite you to join us. In addition to a variety of benefit packages, QTS goes above and beyond for our employees: + Roth and Traditional 401(k) matching contributions with immediate vesting + Every employee is bonus or commission eligible + Generous PTO, Paid Volunteer Days Plus Floating Holidays + Stock Purchase Plan (SPP) + 11 paid Holidays Annually/Holiday compensation when worked + Pet and Legal Insurance + Q-Rest Sabbatical Program + Q-Anniversary Service Award Program + Parental Leave for primary and secondary caregivers + Military Benefits Package + QTS Charitable Matching Gift Program + QTS Scholarship for Employee Dependents + QTS Crisis Fund + Wellness Program + Tuition Reimbursement Program
    $86k-109k yearly est. 2d ago
  • Asset Manager

    Orix 4.7company rating

    Portfolio manager job in Columbus, OH

    The Asset Manager within the FHA/USDA Risk Management section, performs loan surveillance activities to manage higher risk loans, monitors loan performance to protect the company from default, and conducts loan workout activities on the troubled FHA and USDA servicing portfolio. This position monitors compliance with loan terms and government agency loan program guidelines, evaluates the physical condition of properties, and works with clients to address financial/operational issues to avoid or cure defaults. Additionally, the Asset Manager supports the mortgage servicing department by providing customer service to borrowers, borrower's representatives, and internal contacts through distribution and transmission of information, while maintaining outstanding documentation of all activities and the utmost professional demeanor. The position coordinates and works with bankers, associates, external counsel, government agency personnel, and any other third parties to carry out post-closing requests. The Asset Manager is the main point of contact for an assigned portfolio of loans with high concentration of loans risk rated substandard. Essential Duties and Responsibilities: Performs loan surveillance activities for seniors housing, multifamily housing, and healthcare projects. Carries out in-depth financial statement analysis of cash flows, net operating income, debt service coverage, and capital expenditures. Prepares and presents credit watch list rating write ups for executive review and approval. Coordinates loan workout activities with borrowers, operators, management agents, government personnel, company managers, and legal counsel. Analyzes loan agreements to understand loan covenants and remedies. Works with counsel and management to draft business communication to borrowers. Performs late payment collection procedures. Coordinates periodic site inspections of mortgaged properties and works with borrowers to address deferred maintenance items. Evaluates service and care surveys and works with borrowers to correct deficiencies. Promptly responds and provides periodic updates to all customer inquiries. Regularly researches online resources for agency handbook content and periodic updates. Facilitates and diligently documents post-closing transaction initiation, progress, and completion of post-closing transactions such as ownership (HUD TPA and CHOP), operator, and management agent changes, accounts receivable financing, partial releases of collateral, etc. Maintains loan servicing files with detailed documentation in an organized manner. Reviews and approves escrow disbursement requests. Works with borrowers to maintain sufficient balances in replacement reserve escrows, while establishing deposits for future capital needs. Prepares payment collection schedules and/or processes payment changes in a timely fashion for various escrow accounts including, but not limited to, mortgage reserve fund and replacement reserves. Processes and documents any change in borrower, operator, or management agent contact information. Ensures that all job functions are executed in compliance with investor requirements and internal policies and procedures. Provides guidance, mentorship, and training for department Associates and Analysts with the potential to supervise those positions. Provides reviews and signature approvals according to company signature authority guidelines. Works professionally and harmoniously with team and coworkers. Education, Skills and Experience: Bachelor's degree in business administration, finance, accounting, government/political science or related area. Minimum of five years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred. An equivalent combination of education and experience which clearly demonstrates knowledge and skillset to perform the job functions may be considered. HUD and USDA specific servicing or asset management experience is preferred. 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 ant 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. Desire to lead, train and mentor Associates and Analysts. Annual base salary gross: $70,000 - $90,000 (MA only). The base salary range represents the estimated low and high end of ORIX's salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information. 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.
    $70k-90k yearly Auto-Apply 10d 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

What are the biggest employers of Portfolio Managers in Columbus, OH?

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