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Portfolio manager jobs in Connecticut

- 307 jobs
  • Commercial Lending Portfolio Manager

    JCW Group 3.7company rating

    Portfolio manager job in New Haven, CT

    JCW is looking to hire a Portfolio Manager to join the Commercial Lending department of a growing Commercial Bank in the greater New Haven area. If you have banking experience and are looking for a route to becoming a Lender - please apply! Requirements: 5 years of commercial banking experience is required Proven Credit and Relationship Management skills Thrives in a high-pressured environment and has the ability to work with tight deadlines Proficiency with Abrigo is a plus If this isn't the right fit but you are looking for Credit or Lending positions - drop a message to *******************************.
    $130k-227k yearly est. 1d ago
  • Financial Manager - AI Trainer ($150 per hour)

    Mercor

    Portfolio manager job in Waterbury, CT

    Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab. You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**
    $88k-131k yearly est. 60d+ ago
  • Portfolio Manager

    Torrington Savings Bank 3.3company rating

    Portfolio manager job in Torrington, CT

    Full-time Description Why Torrington Savings Bank? Looking to grow your career at a place where community, innovation, and opportunity come together? Torrington Savings Bank offers more than just a job-we offer a supportive environment where your skills and ideas can thrive. As a trusted financial institution with over 150 years of history, we're committed to serving our local communities while helping our employees reach their professional goals. Whether you're just starting out or looking to take the next step in your career, you'll find a collaborative culture, opportunities for advancement, and a workplace that values work-life balance. Join a team that takes pride in building relationships and delivering personalized banking experiences every day. Current Opportunity Portfolio Manager As Torrington Savings Bank continues to expand our commercial lending platform, we are seeking a motivated credit professional to support the growth and quality of our portfolio. In this role, you will manage an assigned portfolio of commercial loans while actively generating new business opportunities through strong internal partnerships and consistent engagement across the Bank's referral channels. You will also work closely with our Relationship Managers to screen, structure, and review commercial credit requests, assisting with renewals and ongoing portfolio maintenance. This position plays a key role in coordinating activity between Lending, Credit, and Loan Administration to ensure a smooth, high-quality experience for our clients from initial inquiry through closing and throughout the life of the relationship. Success in this role requires strong analytical skills, strong people skills, and the ability to build trust across departments. The ideal candidate is comfortable collaborating with multiple teams, driving new opportunities through internal relationships, and supporting efficient deal execution while maintaining the Bank's long-standing service standards. Primary Accountabilities/Responsibilities Manage an assigned commercial loan portfolio, maintaining strong credit quality through proactive monitoring, timely renewals and annual reviews, covenant tracking, construction loan administration, and consistent communication with clients. Support the origination and execution of commercial credit opportunities, partnering with Relationship Managers to screen, structure, and underwrite new loans, renewals, and modifications from initial inquiry through closing. Drive internal business development, generating new lending opportunities through strong cross-department relationships and helping deepen existing client relationships through effective service and follow-up. Coordinate closely with Credit and Loan Administration, ensuring efficient workflow, accurate reporting, smooth construction draw processing, and a seamless client experience across all phases of the lending lifecycle. Identify and support cross-sell opportunities by collaborating with Cash Management, Retail, and other internal partners to strengthen full-relationship banking and contribute to overall portfolio and fee-income growth. Provide departmental support and contribute to special projects as needed, assisting during high-volume periods and reinforcing a culture of teamwork and operational excellence. Requirements Position Requirements: Minimum bachelor's degree or equivalent in a Financial related field. Minimum of 3 years of experience in commercial credit, portfolio management, or commercial lending support, with a strong understanding of underwriting fundamentals and portfolio monitoring practices. Knowledge of State and Federal lending laws and regulations, Bank policies and procedures, and credit standards. Excellent verbal and written communication skills. High attention to detail and comfort working in a fast-paced environment. Ability to develop and maintain business relationships, influence people, and structure sound credit solutions. Ability to perform under stress when confronted with emergency, critical, or unusual situations.
    $150k-247k yearly est. 11d ago
  • Commodities Portfolio Manager

    Citadel 4.7company rating

    Portfolio manager job in Greenwich, CT

    Commodities Traders/Portfolio Managers lead the development and execution of trading strategies and play a key role in managing portfolio construction and risk. Successful Portfolio Managers are able to build and manage a strong and dynamic commodity vertical-focused portfolio. Opportunities may be available from time to time in any location in which the business is based for suitable candidates. If you are interested in a career with Citadel, please share your details and we will contact you if there is a vacancy available. Key Responsibilities * Develop and execute trading strategies for a commodities portfolio * Assist the analysis team in developing and enhancing analytical processes * Improve and scale portfolio risk taking * Participate in portfolio construction and risk-taking decisions * Identify short and longer term opportunities based on micro and macro fundamentals * Use new and existing insights to support idea generation and commodity analysis * Challenge consensus views and monitor volatility Skillset Requirements * Prior commodities experience * Bachelor's degree or equivalent experience, preferably in statistics, mathematics, computer science, finance or economics * High GPA (>3.8) / 1st Class Hons degree * Strong understanding of financial modeling, specifically using Python and/or VBA, Matlab * Excellent analytical and quantitative skills, with strong attention to detail * Strong written and verbal communications skills * Ability to manage multiple tasks and thrive in a fast-paced team environment About Citadel Citadel is one of the world's leading alternative investment managers. We manage capital on behalf of many of the world's preeminent private, public and nonprofit institutions. We seek the highest and best use of investor capital in order to deliver market leading results and contribute to broader economic growth. For over 30 years, Citadel has cultivated a culture of learning and collaboration among some of the most talented and accomplished investment professionals, researchers and engineers in the world. Our colleagues are empowered to test their ideas and develop commercial solutions that accelerate their growth and drive real impact.
    $226k-313k yearly est. 60d+ ago
  • Portfolio Manager

    Bankwell 4.0company rating

    Portfolio manager job in New Canaan, CT

    Requirements Qualifications & Skills: 5 years of relevant C&I commercial banking experience Must be proficient in Microsoft Suite with an emphasis on Excel, Word, PowerPoint • Proficiency with Abrigo is a plus • Extensive knowledge of credit products offered and regulatory requirements Strong analytical skills in order to evaluate credit and financial issues Able to contribute positively as part of a team Ability to work effectively with a strong will to help others Strong attention to detail and highly organized Excellent written and verbal communication skills Thrives in a high-pressured environment and has the ability to work with tight deadlines Performs assigned tasks accurately and on a timely basis Ability to recommend process improvements to enhance efficiency Adheres to all applicable Policies and Procedures Bachelor's degree preferred This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties. Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell's Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process. All employees are responsible for complying with banking regulations that apply to Bankwell. This includes, but is not limited to, adhering to the BSA and various consumer protection regulations, and complying with OFAC sanctions. Employees are required to complete compliance training and follow policies and procedures for applicable regulations based on their role. An employee's failure to comply with banking regulations will be individually reviewed and assessed. The result of non-compliance may impact job performance ratings and may be serious enough to require termination of employment. Salary Description $125,000 - $150,000
    $125k-150k yearly 15d ago
  • Manager, Portfolio Mgmt BCC

    Webster Bank Group 4.6company rating

    Portfolio manager job in Southington, CT

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! This position is responsible for the day-to-day tasks associated with managing an assigned group of loans in the commercial loan portfolio within the Business Credit Center. Tasks include all functions related to credit quality maintenance, risk grade management, covenant compliance, loan / line maturities, loan documentation, collateral tracking and customer service. This position requires significant customer contact (written, phone and in-person), and partners with a team of Relationship Managers to cross-sell new products and services and to help deliver an industry-leading customer experience to our borrowing customers. This position will also include participation on project teams and Continuous Improvement initiatives that may affect the entire unit. The assigned portfolio may consist of larger, more complex credit facilities and/or this position may require team leadership responsibilities and assist with the training of other staff members and/or sales partners. Major Duties & Responsibilities: • Monitor and maintain an assigned commercial loan portfolio and alert senior management to issues which affect portfolio quality. • Manage the renewal and modification process for loans and lines of credit by performing the underwriting and closing processes to ensure timely document execution. • Perform routine, thorough credit/financial reviews of relationships in an assigned loan portfolio and ensure accurate risk grades and data integrity at all times. • Perform routine site visits to meet with company management, collect financial information, discuss new lending opportunities. • Support and deliver superior customer service to business relationships to bring consistent customer experiences throughout the Bank's footprint. • Support the Bank's loan payment collection efforts to remain within targets for past dues and charge-offs and identify and support the transfer of problem loans to the Commercial Loan Workout Group. • Participate, and take a leading role when necessary, in Continuous Improvement initiatives and/or assist with the training of junior staff members. Education, Experience & Skills: • Bachelor's Degree required - Business, Finance, Accounting or Economics preferred • Minimum 5-7 years of related banking experience - Commercial credit experience required with the completion of a formal credit training program preferred. • Strong credit skills with the capacity to evaluate strengths and weaknesses of a wide variety of credit facilities. • Must be service oriented and possess strong interpersonal, organizational and communication skills. • Must be comfortable in customer contact situations including potential work-out/loan restructure environments. • Ability to multi-task, prioritize work to meet deadlines and work both independently and within a team structure • Previous leadership experience preferred, but not required Position Summary: This position is responsible for the day-to-day tasks associated with managing an assigned group of loans in the commercial loan portfolio within the Business Credit Center. Tasks include all functions related to credit quality maintenance, risk grade management, covenant compliance, loan / line maturities, loan documentation, collateral tracking and customer service. This position requires significant customer contact (written, phone and in-person), and partners with a team of Relationship Managers to cross-sell new products and services and to help deliver an industry-leading customer experience to our borrowing customers. This position will also include participation on project teams and Continuous Improvement initiatives that may affect the entire unit. The assigned portfolio may consist of larger, more complex credit facilities and/or this position may require team leadership responsibilities and assist with the training of other staff members and/or sales partners. Major Duties & Responsibilities: Monitor and maintain an assigned commercial loan portfolio and alert senior management to issues which affect portfolio quality. Manage the renewal and modification process for loans and lines of credit by performing the underwriting and closing processes to ensure timely document execution. Perform routine, thorough credit/financial reviews of relationships in an assigned loan portfolio and ensure accurate risk grades and data integrity at all times. Perform routine site visits to meet with company management, collect financial information, discuss new lending opportunities. Support and deliver superior customer service to business relationships to bring consistent customer experiences throughout the Bank's footprint. Support the Bank's loan payment collection efforts to remain within targets for past dues and charge-offs and identify and support the transfer of problem loans to the Commercial Loan Workout Group. Participate, and take a leading role, when necessary, in Continuous Improvement initiatives and/or assist with the training of junior staff members. Education, Experience & Skills: Bachelor's Degree required - Business, Finance, Accounting or Economics preferred Minimum 5-7 years of related banking experience - Commercial credit experience required with the completion of a formal credit training program preferred. Strong credit skills with the capacity to evaluate strengths and weaknesses of a wide variety of credit facilities. Must be service oriented and possess strong interpersonal, organizational and communication skills. Must be comfortable in customer contact situations including potential work-out/loan restructure environments. Ability to multi-task, prioritize work to meet deadlines and work both independently and within a team structure Previous leadership experience preferred, but not required The estimated salary range for this position is $120,00USD to $130,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-BY1 #LI-HYBRID Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
    $130k yearly Auto-Apply 60d+ ago
  • Strategy Portfolio Manager

    Sagesure

    Portfolio manager job in Cheshire, CT

    If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we're hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Strategy Portfolio Manager. This exciting role will be pivotal in helping senior leadership achieve our multi-year strategy plan and effectively grow the organization. We seek a highly motivated candidate skilled in strategic ideation and design, project execution, process improvement, and change management. This position offers exposure to executive and senior leadership, providing consultative services to effectively deliver strategic priorities and collectively drive success. If you're results-driven, have a growth mindset, and are passionate about collaborating across the organization to drive business outcomes, we'd love for you to apply. What you'd be doing: Strategic Capability Execution Lead execution capabilities that will enable effective delivery of top strategic priorities across the organization Lead and optimize execution of Quarterly Planning Meeting framework to ensure leaders have a forum to regularly discuss their strategic priorities, any material changes from prior quarter, and what support they need to achieve results Lead and optimize execution of Leadership Committee meetings to ensure executive leaders connect, collaborate, problem solve, align on evolving priorities, and proactively identify and address cross-functional opportunities or concerns Strategic Leadership Consulting Provide dedicated support to senior leadership, ensuring consistency across teams in how we articulate our strategic priorities, where additional investment is needed, and where cross-functional support is critical Partner with senior leaders as they strengthen their team's strategic muscles in efforts to effectively and sustainably grow as a company We're looking for someone who has: At least 5-year track record of successful implementations of cross-functional projects Strong strategic ideation and design skillset with ability to translate ideas into tangible action Desire to challenge status quo and understand the “why” Exceptional problem-solving skills Highly effective written and verbal communication skills Strong ability to execute, adapt, and drive change in a results-driven environment Adept at building and leveraging relationships across an organization to achieve objectives Ability to influence and gain buy-in from senior leadership Experience leading operational improvement initiatives with large corporations Detail-oriented and well-organized, yet effectively able to overcome ambiguity and operate in an entrepreneurial organization About SageSure: Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders. SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington. SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more. SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work. Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.
    $107k-188k yearly est. Auto-Apply 10d ago
  • Portfolio Clinical Leader

    Pennant Services

    Portfolio manager job in Connecticut

    Portfolio Clinical Leader - PCL (Home Health) Be the Owner of Your Role. Shape the Future of Clinical Excellence. At Pennant Services, we're looking for bold, empowered clinical leaders ready to make a deep impact-not just in patient outcomes, but in shaping the future of healthcare leadership across our agencies. If you're a licensed clinician with a track record of growing others, driving results, and owning your outcomes, this is your next big move. As a Portfolio Clinical Leader (PCL), you will serve as a regional developer of agency clinical leaders-mentoring Directors of Clinical Services (DCS), Directors of Rehab (DOR), and leading clusters of excellence across a given region. You will work in partnership with Market Leaders to scale quality, compliance, and culture while driving meaningful care and operational results. This is not just a management role. This is a clinical executive position for leaders who see themselves as owners , not employees. What You'll Own Leadership Development Recruit, mentor, and grow high-performing clinical leaders who take full ownership of their roles and outcomes. Operational Excellence Guide agencies in implementing scalable systems for compliance, education, and clinical delivery that improve both quality and efficiency. Culture Building Champion a values-based leadership model that promotes connection, accountability, and team engagement. Clinical Innovation Partner with field and support resources to design and scale best practices for orientation, performance improvement, and in-service development. Strategic Collaboration Work hand-in-hand with the Market Leader to build a thriving, culture-driven region that delivers on all four cornerstones: Culture, Community, Clinical/Compliance, and Financial Performance. What You Bring Licensed Registered Nurse or licensed therapy discipline (PT/OT/ST) Minimum 10 years of home health experience Experience in agency-level clinical leadership Solid understanding of home health and hospice regulations Strong communication, coaching, and time-management skills Confidence to work independently and collaboratively across organizational levels HCHB experience preferred Please note this job description has been designed to indicate the general nature, working conditions and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, working conditions and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice. Why Join Us At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact. Location: Cornerstone Service Center - CT Wage: $120K - $150K DOE Type: Full-Time | Leadership Role | Equity Opportunity What sets us apart: Opportunity for stock ownership Empowered, autonomous leadership supported by centralized resources A work-life balance that supports personal well-being Full benefits package: medical, dental, vision, 401(k) with match Generous PTO, holidays, and professional development A culture built around our core values-CAPLICO: Customer Second Accountability Passion for Learning Love One Another Intelligent Risk Taking Celebrate Ownership About Pennant Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model allows local leaders to lead, while we provide the centralized clinical, HR, IT, legal, and compliance support they need to succeed. Learn more at: ******************** Pennant Service Center 1675 E. Riverside Drive, Suite 150 Eagle, ID 83616 #Hybrid The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
    $120k-150k yearly Auto-Apply 60d+ ago
  • Sr. Manager, Strategic Portfolio

    Primo Brands

    Portfolio manager job in Stamford, CT

    Primo Brands is a leading branded beverage company in North America with a focus on healthy hydration. We are proud to offer an extensive and iconic portfolio of highly recognizable, sustainably sourced, and conveniently packaged branded beverages distributed across more than 150,000 retail outlets. **If you are a current associate of Primo Brands, please apply via MyADP.** The Primo Brands Marketing team is seeking a **Senior Manager, Marketing Growth Strategy** . This role will lead the development of critical projects that cross the company's brands. The focus is to lead brand portfolio projects to optimize and drive company growth. Projects include the coordination of monthly business reviews, annual brand planning, monthly department meetings and the coordination of portfolio partnership utilization. The role reports to the **Chief Marketing Officer** , and will be a key member of the Marketing Leadership Team. Pay Range: $144,211 - $180,134. This role is eligible for an annual bonus. Responsibilities **Key responsibilities for this position include but are not limited to:** - Lead key department programs including annual commercial planning, monthly business reviews, department meetings and other key projects. - Work with brand portfolio leads to coordinate strategic projects like multi brand launches or cross business unit media campaigns that have broad company impact ensuring alignment with the company's strategic objectives. - Align with key stakeholders including, brand, sales, finance and supply chain to support the development of fully vetted annual plans. - Facilitate collaboration and alignment across the organization on key projects. Understand key dependencies across departments and identify creative solutions. - Continuously improve project management processes, tools, and methodologies to enhance efficiency and effectiveness Qualifications **Key qualifications include:** - Bachelor's Degree required - 3-5 years' experience in leading strategic insights and analytics teams preferably in consumer products. 3+ years of work experience as a Senior Manager or above. - Strong project management skills required and must excel at managing cross-functional projects - Strong commercial acumen and knowledge of working across key channels of trade of Food, Drug, Mass, Convenience, Club and E-Commerce - Strong interpersonal and leadership skills. Ability to effectively interface and influence at all levels - Ability to take initiative, develop and seek out creative and innovative ideas Salary Range Disclaimer: The salary range provided for this position is an approximation based on market research, internal compensation data and the candidate's qualifications and experience. Final salary offers are determined through a comprehensive evaluation of candidate qualifications and may vary depending on factors such as skills, experience, and geographic location of the position. Other components of the compensation package, including benefits and bonuses, will also be considered. We are committed to fair and equitable compensation practices, and we encourage open dialogue about compensation during the interview process. Primo Brands' established portfolio includes billion-dollar brands Poland Spring and Pure Life , premium brands like Saratoga and Mountain Valley , regional leaders such as Arrowhead , Deer Park , Ice Mountain Ozarka , and Zephyrhills , purified brands, Primo Water and Sparkletts , and flavored and enhanced brands like Splash and AC+ION . Our extensive direct-to-consumer offerings and industry-leading line-up of innovative water dispensers create consumer connectivity through recurring water purchases across Water Direct, Water Exchange, and Water Refill. At Primo Brands, our more than 11,000 associates are at the heart of what we do and deliver on our mission to provide healthy hydration to consumers wherever, however and whenever they want it. We believe in fostering a respectful culture, which values our associates who are deeply invested in quality hydration, our communities, and the sustainability of our packaging and water sources for generations to come. Primo Brands is proud to be an Equal Opportunity and Affirmative Action employer, seeking to create a welcoming and diverse environment. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Candidates must possess strong English language skills to effectively communicate with customers and provide exceptional service. Proficiency in English is essential for understanding customer needs, resolving inquiries, and collaborating with team members.
    $144.2k-180.1k yearly 60d+ ago
  • Portfolio Clinical Leader

    Pennant Group

    Portfolio manager job in Farmington, CT

    Portfolio Clinical Leader - PCL (Home Health, and Hospice) Be the Owner of Your Role. Shape the Future of Clinical Excellence. At Pennant Services, we're looking for bold, empowered clinical leaders ready to make a deep impact-not just in patient outcomes, but in shaping the future of healthcare leadership across our agencies. If you're a licensed clinician with a track record of growing others, driving results, and owning your outcomes, this is your next big move. As a Portfolio Clinical Leader (PCL), you will serve as a regional developer of agency clinical leaders-mentoring Directors of Clinical Services (DCS), Directors of Rehab (DOR), and leading clusters of excellence across a given region. You will work in partnership with Market Leaders to scale quality, compliance, and culture while driving meaningful care and operational results. This is not just a management role. This is a clinical executive position for leaders who see themselves as owners , not employees. What You'll Own Leadership Development Recruit, mentor, and grow high-performing clinical leaders who take full ownership of their roles and outcomes. Operational Excellence Guide agencies in implementing scalable systems for compliance, education, and clinical delivery that improve both quality and efficiency. Culture Building Champion a values-based leadership model that promotes connection, accountability, and team engagement. Clinical Innovation Partner with field and support resources to design and scale best practices for orientation, performance improvement, and in-service development. Strategic Collaboration Work hand-in-hand with the Market Leader to build a thriving, culture-driven region that delivers on all four cornerstones: Culture, Community, Clinical/Compliance, and Financial Performance. What You Bring Licensed Registered Nurse or licensed therapy discipline (PT/OT/ST) Minimum 5 years of home health, and hospice experience 10 years experience in agency-level clinical leadership Solid understanding of home health and hospice regulations Strong communication, coaching, and time-management skills Confidence to work independently and collaboratively across organizational levels HCHB experience preferred Please note this job description has been designed to indicate the general nature, working conditions and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, working conditions and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice. Why Join Us At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact. Location: Farmington, CT Wage: $120K - $150K plus incentive plan Type: Full-Time | Leadership Role | Equity Opportunity What sets us apart: Opportunity for stock ownership Empowered, autonomous leadership supported by centralized resources A work-life balance that supports personal well-being Full benefits package: medical, dental, vision, 401(k) with match Generous PTO, holidays, and professional development A culture built around our core values-CAPLICO: Customer Second Accountability Passion for Learning Love One Another Intelligent Risk Taking Celebrate Ownership About Pennant Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model allows local leaders to lead, while we provide the centralized clinical, HR, IT, legal, and compliance support they need to succeed. Learn more at: ******************** Pennant Service Center 1675 E. Riverside Drive, Suite 150 Eagle, ID 83616 #Hybrid The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
    $120k-150k yearly Auto-Apply 25d ago
  • Director, Government Portfolio Leader

    Kyndryl

    Portfolio manager job in Hartford, CT

    **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.
    $105k-169k yearly est. 14d ago
  • VP, Portfolio Fraud Manager

    Synchrony 4.4company rating

    Portfolio manager job in Stamford, CT

    **Role Summary/Purpose:** The VP, Portfolio Fraud Manager role is responsible for driving analytic insights and fraud initiatives for the full suite of the Lowe's credit products. This role will work cross functionally to help identify, understand and design innovative fraud strategies to drive the success of the business. The role reports to the Portfolio Credit Leader for Lowe's. The role interacts with senior leadership and drives communication of results, initiatives, and process items across the organization. This role will entail project management and collaboration specifically with IT teams and Lowe's to drive change/controls within credit and across the client infrastructure and buying platforms. The candidate will responsible for handling escalations while identifying areas of opportunities. The roles main object is to minimize fraud losses while optimizing strategies for a better customer experience across the entire lifecycle from acquisitions, to transactional, and payments fraud. **_Our Way of Working_** **_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events_** **_._** **Essential Responsibilities:** + Work closely with Lowe's and Synchrony cross functional fraud teams to optimize strategy & policies to help mitigate fraud risk for both Synchrony and the partner while finding opportunities to grow the portfolio + Help develop & optimize fraud strategies for Lowe's consumer & Commercial portfolios, in collaboration with Synchrony fraud strategy and infrastructure organizations] + Partner with strategy and provide deep analytics to drive advanced targeting strategies + Prepare and present client facing and leadership team presentations to facilitate informed decisions + Collaborate with Lowe's Asset protection teams to share emerging risks and trends across both companies and provide insight on how to solve + Work closely with Lowe's with new platform launches and/or changes made to their existing processes to limit/address emerging new risk or allow unwanted gaps to occur + Oversee fraud chargebacks and ensure procedural guidance is being upheld + Execute, monitor, and drive process improvement of existing fraud strategies for all Lowe's products + Be a leader in driving enhanced strategies, using champion/challenger leanings to manage fraud risk + Responsible for providing clear guidance to the organization on risk appetite and prudent growth + Maintain and develop reporting and ad-hoc analytics with SAS, Tableau and other data tools to draw conclusions and drive recommendations + Engage with cross functional fraud leaders to identity industry trends, new score to leverage, and evolving protection to offer Lowe's + Drive and influence across leadership levels regards initiatives and results, as well as participate in strategizing with portfolio credit teams + Ad hoc analytics / insights, validations, remediations + Build for the future by understanding industry, economic and business needs + Maintain effective and credible challenge of critical decisions and business processes + Perform other duties and/or special projects as assigned **Qualifications/Requirements:** + Bachelor's degree and 7+ years in a consumer and/or commercial Fraud/Credit/ Risk, Finance, or Analytics role or in lieu of a Bachelor's degree, 11+ years of experience building analytically derived strategies in Fraud, Marketing, Risk or Collections in Financial services. + 3+ years of experience working with statistical tools such as SAS, Model Builder Decision Tree, Knowledge Seeker or others. + **Ability and flexibility to travel for business as required** **Desired Characteristics:** + Natural curiosity and passion to drive change in consumer banking for the better + Advanced programming with SAS, R or Python + Experience analyzing large data sets to derive strategic, segments, actionable credit insights + Experience using multiple Fraud Decision Systems (e.g. Credit Bureaus) to make fraud strategy decisions + Experience developing Consumer / Commercial Fraud (or credit) Strategies + Ability to conduct advanced data analysis and complex designs algorithm + Experience using advanced modeling & data mining techniques (e.g. Machine learning, Big Data) to develop/ optimize Fraud strategies + Strong communication / relationship management / influencing skills / presentation skills and the ability to interact with and present to SYF senior leaders + Leadership experience operating at a strategic level as part of a cross functional team + Master's Degree or MBA with advanced analytic focus, or equivalent advanced degree **Grade/Level: 12** The salary range for this position is **135,000.00 - 230,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. **Eligibility Requirements:** + You must be 18 years or older + You must have a high school diploma or equivalent + You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process + You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. + New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Our Commitment:** When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. **Reasonable Accommodation Notice:** + Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. + If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time **Job Family Group:** Credit
    $109k-168k yearly est. 1d ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Hartford, CT

    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 56d ago
  • Asset Manager I - Capital Projects

    Charter Oak Communities 3.4company rating

    Portfolio manager job in Stamford, CT

    Reports To: Asset Management Department: Rippowam Corporation FLSA Status: Exempt Date Adopted: July 11, 2025 Revision Dates: The Asset Manager is a key member of the Rippowam Corporation team supporting the real estate asset management function for a varied portfolio consisting of affordable housing, mixed-income and mixed-use properties with an emphasis on capital planning activities, strategic planning and long-term maintenance initiatives. The position ensures that the owned real estate portfolio operates at optimal performance and focuses on its long-term sustainability through improvements in capital project management, preventative maintenance, and resource planning. As part of this role, the Asset Manager collaborates with Finance, Operations, Development and Asset Management. Key insights and recommendations based upon onsite observations, commissioned studies, and third-party service providers are pivotal to ensuring successful collaboration. Essential Duties and Responsibilities: Strategic Planning & Capital Oversight Collaborate with the Director of Asset Management to develop and implement property-level and portfolio wide strategic initiatives (e.g., cost containment, sustainability, energy efficiency). Review, commission and implement property Capital Needs Assessments (CNAs) as necessary to maintain asset viability. Evaluate and enhance maintenance policies and procedures to ensure cost-effective use of resources; identify areas for improvement and make recommendations. Develop, maintain, and update annual and long-term preventative maintenance plans for the portfolio. Create a collaborative, long-term capital improvement and operational plan for the portfolio. Assist with the Implementation and monitoring of capital projects. Track and monitor the unit turnover process and recommend process enhancements. Project Management & Vendor Procurement Provide technical assistance and collaboration with Finance, Development and Operations departments on capital and maintenance project initiation. Assist with RFP development, scope of work preparation and contract drafting. Support contract negotiations and development to ensure final contract terms and compliance. Participate as a member of vendor selection committees for capital and maintenance project solicitations. Partner with the Financial and Procurement Analyst to assess vendor and contract performance; recommend changes as needed. Monitor capital projects and manage day-to-day construction supervision. Operational Coordination & Regulatory Compliance Ensure compliance with applicable regulations, building and fire codes, and internal safety standards. Mitigate risk to property and occupants; promote safe working and security of employees and residents. Oversee invoicing for active capital projects, review maintenance and capital expenditures. Serve as primary liaison to condominium association (8 units). Budgeting & Financial Oversight Collaborate with Property Management, Finance, Development and Asset Management to prepare annual in the development and review of annual budgets. Review monthly financial reports to ensure compliance with approved operating and capital budgets. Other Duties as Assigned May be required to perform other related duties as required and/or assigned. Additional asset management and other related responsibilities may be delegated as needed. Knowledge, Skills and Abilities: Positive and professional interpersonal skills; ability to successfully work with residents, employees, vendors, and internal stakeholders. Strong critical thinking, multitasking and decision-making abilities. Highly organized and results-oriented with the ability to meet multiple deadlines. Proven financial analysis, budget planning, and project coordination knowledge and abilities. Familiarity with building systems (Mechanical, Electrical, Plumbing); h elevators, security, utilities, . Knowledge of structural, and architectural elements is strongly preferred. Familiar with and knowledgeable in construction activities; ability to read construction plans, and familiarity with MasterFormat Divisions by Construction Specifications Institute. Ability to be a self-starter who thrives in a fast-paced, team-oriented environment. Minimum Education and Experience: Bachelor's degree in a related field with a minimum of 5 years of direct experience in project management, property, real estate, architecture, engineering, asset or construction management,) Budgeting and capital project experience are strongly preferred. Familiarity with procurement and vendor contracting best practice is strongly preferred. Professional certifications are a plus. Additional Requirements: An assessment may be administered to evaluate competency. A valid driver's license and reliable transportation to visit COC properties is mandatory. Successfully completing a pre-employment drug test, physical exam, background check, and educational/reference verification is mandatory. Estimated Time Allocation 40% Asset Management 30% Capital Projects 15% Procurement 10% Budgets 5% Maintenance Note: This estimate is for illustration purposes only. It will change based on business needs. This position description lists the most significant duties of this role. However, this description is not intended to be an all-inclusive list of responsibilities, skills or working conditions associated with the position. Although it is intended to accurately reflect the activities and requirements of the position, duties may be added, deleted, or modified, as necessary. This description does not constitute a written or implied contract of employment.
    $74k-108k yearly est. Auto-Apply 21d ago
  • Analyst/Senior Analyst, Investment Performance

    Conning & Company 4.4company rating

    Portfolio manager job in Hartford, CT

    Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients' unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning's risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis. In this role the Analyst will prepare, analyze, and deliver portfolio risk and performance reports from various portfolio risk and performance measurement and attribution systems to provide portfolio insight. Perform data validation and exception processing. Provide support to users of these reports across investment management, marketing groups, and clients. Essential Responsibilities Prepare monthly and quarterly client performance presentations. Support ad-hoc reporting requests. Perform calculations, analysis, and research to support performance measurement, risk, and portfolio management. Monitor performance data workflow, processes, and systems. Identify ways to maintain accuracy, reduce risk and improve efficiency. Identify, research, and resolve investment performance and performance attribution data anomalies, system issues. Support sales and marketing with performance for RFPs, presentations, consultant databases and due diligence questionnaires. Ensure Global Investment Performance Standards (GIPS ) policies and procedures are followed. Assist with the annual GIPS verification. Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements. Requirements Bachelor's degree, or equivalent, in accounting, finance, economics or business. Demonstrate understanding of investment asset types such as Fixed Income instruments, Derivative Instruments and Equities. Strong analytical skills and the ability to apply those to systems (SQL, Visual Basic, Excel). Solid interpersonal, partnership and relationship building skills. Must be precise, thorough and detail oriented. Ability to work in a fast-paced environment. Preferred Requirements Prior investment performance, analytics and/or GIPS experience. Candidates who are actively pursuing or have CIPM, CFA, MBA etc. Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/invest Conning is an equal opportunity employer. Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone's voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.
    $146k-205k yearly est. Auto-Apply 54d ago
  • Tax Senior / Manager / Senior Manager / Director Asset Management

    Catalyst Labs

    Portfolio manager job in Stamford, CT

    We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.
    $87k-149k yearly est. 60d+ ago
  • Investment Accounting Senior Analyst

    American International Group 4.5company rating

    Portfolio manager job in Wilton, CT

    Who we are AIG, Inc. is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world's most far-reaching property casualty networks. AIG, Inc. ("AIG") offers a broad range of products to customers through a diversified, multichannel distribution network. Customers value AIG's strong capital position, extensive risk management and claims experience and its ability to be a market leader in critical lines of the insurance business. Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities. In addition, AIG's derivative portfolio consists primarily of foreign exchange derivatives but also includes interest rate and other derivative instruments. The Investment Accounting group's specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports). AIG has multiple legal entities around the globe. The team is also responsible for establishing the accounting for new transactions or new investment products, implementation of new GAAP and STAT accounting standards as it relates to invested assets, the implementation of new accounting systems as it relates to invested assets, and management of the risks, controls and AIG audit as it relates to investments and supporting Investment FP&A. Responsibilities * Execute and manage accounting processes related to the monthly and quarterly accounting close to ensure accuracy of AIG's invested assets data of certain international entities * Support the preparation of certain Investment disclosures for AIG 10Q/K and Financial Supplement, including as appropriate the Investment, Lending, Fair Value, VIE Footnotes and Investment MD&A * Assist with the implementation of process improvements and new systems, in coordination with other areas of the department/organization * Point of contact and support for the various business unit and corporate controllers * Coordinate with various areas in the organization to develop an understanding of new investment transactions and to provide guidance/support that ensures the accounting results from these investments are accurately recorded in the AIG ledgers * Perform ad-hoc analytical requests Requirements * Bachelor's degree in accounting or finance * 2 to 3 years' experience in accounting and reporting for investment products * Understanding of investment products and accounting treatment for fixed maturity, equity, cash equivalent and alternative investments * Working knowledge of Generally Accepted Accounting Principle (GAAP) and the recording of investments-related journal entries * Experience with foreign currency remeasurement and translation * Strong analytical skills, including experience performing investment data analysis including commentary * High level of competency using Microsoft Excel including pivot tables and formulas to create/manage investment data and perform analysis * Ability to work collaboratively with teams in multiple locations * Ability to balance multiple projects at once, to prioritize appropriately, and to approach the work with a sense of urgency and strong attention to detail to produce high quality results in a time sensitive environment * Team-player mindset geared towards process improvements and the implementation of accounting controls to ensure consistency and data quality of the team's financial output * High level of motivation and initiative, ability to work independently, including strong organizational skills * Comfort level working within a dynamic and complex organizational structure * Excellent interpersonal skills with ability to maintain relationships at all levels within the organization * Strong written and verbal communication skills; ability to communicate effectively with staff, peers, and other external and internal audiences * Computer proficiency with a strong working knowledge of Microsoft Office, database experience a plus The base salary range for this position is $87,000-$109,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: FA - Finance AIG Employee Services, Inc.
    $87k-109k yearly Auto-Apply 14d ago
  • Asset Manager Associate

    CHFA

    Portfolio manager job in Rocky Hill, CT

    Full-time Description ABOUT THE CONNECTICUT HOUSING FINANCE AUTHORITY Connecticut Housing Finance Authority (“CHFA”) is a self-funded, quasi-public organization. Its mission is to alleviate the shortage of housing for low-to moderate-income families and persons in the state of Connecticut (“State”) and, when appropriate, to promote or maintain the economic development of the State through employer-assisted housing efforts. CHFA is a mission-driven leader in creating #affordablehousing opportunities for families and individuals in Connecticut. We believe in the power of the diverse and inclusive communities we serve. We provide a challenging, progressive, and supportive environment that encourages and promotes employee development. We offer competitive salaries; tuition reimbursement; 457 deferred compensation, state sponsored pension plan, comprehensive health, dental, life, and disability plan, paid vacation, sick, and holidays, hybrid work schedule, ongoing training, career development and if qualified employee may be eligible for student loan forgiveness under Federal Loan assistance program. ABOUT THE POSITION: The Multifamily Asset Manager Associate will undergo on-the-job training to learn the fundamentals of asset management, financial markets, portfolio constructions, and risk and client relationship management under the guidance of a Manager, Team Leader, or a position of a higher grade. This training program is designed to prepare candidates for potential roles such as Multifamily Asset Manager 1. SUPERVISION RECEIVED: Receives direction from the Senior Program Officer, or a position of a higher grade. SUPERVISION EXERCISED: None. POSITION SUMMARY: •Participate in structured training programs focused on multifamily asset management, financial analysis, property operations, and real estate market trends. • Work collaboratively to monitor and support the portfolio of affordable housing, both CHFA financed and otherwise documented, and that the properties and the residents meet requirements appropriately and adequately. • Support senior asset managers in reviewing and processing multifamily housing development compliance and operations documentation and participate in construction and/or permanent loan applications and requisitions. Responsible for database information entry, analysis and reporting, processing financial reports, asset management servicing, and reviewing loan documents. •Assist in evaluating potential investment opportunities, including acquisitions, refinancing, and dispositions, and help support the development of asset strategies. •Assist in preparing internal and external performance reports, including investment summaries and property updates for stakeholders. •Support the asset management team in overseeing property operations, including tenant relations, leasing, and property maintenance, ensuring properties are operating efficiently and aligning with financial goals. •Learn how to create and monitor client portfolios, ensuring they align with investment objectives. Requirements MINIMUM QUALIFICATIONS REQUIRED: Bachelor's degree in finance, business, accounting or related field. Experience in lieu of education will be considered. OTHER REQUIREMENTS: Requires strong analytical skills and knowledge of insurance, financial analysis, and principles of real estate. Requires solid organizational and interpersonal skills, and the ability to deal with different levels of management, both internal and external, and a willingness to adapt and learn new skills. Requires excellent verbal and written communication skills, accuracy, as well as strong computer skills, including Microsoft Word™, Excel™, and PowerPoint™. ALL OTHER DUTIES AS ASSIGNED: This is not an exclusive list of all job functions, and the employee is expected to complete all duties as assigned. Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally or informally. This job description in no way constitutes an employment contract or agreement. CHFA is an equal opportunity/affirmative action employer and strongly encourages the application of women, minorities, veterans, and persons with disabilities. CHFA EOE Salary Description $59788.25 - $89,681.82
    $59.8k-89.7k yearly 60d+ ago
  • Portfolio Manager

    Torrington Savings Bank 3.3company rating

    Portfolio manager job in Torrington, CT

    Job DescriptionDescription: Why Torrington Savings Bank? Looking to grow your career at a place where community, innovation, and opportunity come together? Torrington Savings Bank offers more than just a job-we offer a supportive environment where your skills and ideas can thrive. As a trusted financial institution with over 150 years of history, we're committed to serving our local communities while helping our employees reach their professional goals. Whether you're just starting out or looking to take the next step in your career, you'll find a collaborative culture, opportunities for advancement, and a workplace that values work-life balance. Join a team that takes pride in building relationships and delivering personalized banking experiences every day. Current Opportunity Portfolio Manager As Torrington Savings Bank continues to expand our commercial lending platform, we are seeking a motivated credit professional to support the growth and quality of our portfolio. In this role, you will manage an assigned portfolio of commercial loans while actively generating new business opportunities through strong internal partnerships and consistent engagement across the Bank's referral channels. You will also work closely with our Relationship Managers to screen, structure, and review commercial credit requests, assisting with renewals and ongoing portfolio maintenance. This position plays a key role in coordinating activity between Lending, Credit, and Loan Administration to ensure a smooth, high-quality experience for our clients from initial inquiry through closing and throughout the life of the relationship. Success in this role requires strong analytical skills, strong people skills, and the ability to build trust across departments. The ideal candidate is comfortable collaborating with multiple teams, driving new opportunities through internal relationships, and supporting efficient deal execution while maintaining the Bank's long-standing service standards. Primary Accountabilities/Responsibilities Manage an assigned commercial loan portfolio, maintaining strong credit quality through proactive monitoring, timely renewals and annual reviews, covenant tracking, construction loan administration, and consistent communication with clients. Support the origination and execution of commercial credit opportunities, partnering with Relationship Managers to screen, structure, and underwrite new loans, renewals, and modifications from initial inquiry through closing. Drive internal business development, generating new lending opportunities through strong cross-department relationships and helping deepen existing client relationships through effective service and follow-up. Coordinate closely with Credit and Loan Administration, ensuring efficient workflow, accurate reporting, smooth construction draw processing, and a seamless client experience across all phases of the lending lifecycle. Identify and support cross-sell opportunities by collaborating with Cash Management, Retail, and other internal partners to strengthen full-relationship banking and contribute to overall portfolio and fee-income growth. Provide departmental support and contribute to special projects as needed, assisting during high-volume periods and reinforcing a culture of teamwork and operational excellence. Requirements: Position Requirements: Minimum bachelor's degree or equivalent in a Financial related field. Minimum of 3 years of experience in commercial credit, portfolio management, or commercial lending support, with a strong understanding of underwriting fundamentals and portfolio monitoring practices. Knowledge of State and Federal lending laws and regulations, Bank policies and procedures, and credit standards. Excellent verbal and written communication skills. High attention to detail and comfort working in a fast-paced environment. Ability to develop and maintain business relationships, influence people, and structure sound credit solutions. Ability to perform under stress when confronted with emergency, critical, or unusual situations.
    $150k-247k yearly est. 12d ago
  • Portfolio Clinical Leader

    Pennant Services

    Portfolio manager job in Connecticut

    Portfolio Clinical Leader - PCL (Hospice) Be the Owner of Your Role. Shape the Future of Clinical Excellence. At Pennant Services, we're looking for bold, empowered clinical leaders ready to make a deep impact-not just in patient outcomes, but in shaping the future of healthcare leadership across our agencies. If you're a licensed clinician with a track record of growing others, driving results, and owning your outcomes, this is your next big move. As a Portfolio Clinical Leader (PCL), you will serve as a regional developer of agency clinical leaders-mentoring Directors of Clinical Services (DCS), Directors of Rehab (DOR), and leading clusters of excellence across a given region. You will work in partnership with Market Leaders to scale quality, compliance, and culture while driving meaningful care and operational results. This is not just a management role. This is a clinical executive position for leaders who see themselves as owners , not employees. What You'll Own Leadership Development Recruit, mentor, and grow high-performing clinical leaders who take full ownership of their roles and outcomes. Operational Excellence Guide agencies in implementing scalable systems for compliance, education, and clinical delivery that improve both quality and efficiency. Culture Building Champion a values-based leadership model that promotes connection, accountability, and team engagement. Clinical Innovation Partner with field and support resources to design and scale best practices for orientation, performance improvement, and in-service development. Strategic Collaboration Work hand-in-hand with the Market Leader to build a thriving, culture-driven region that delivers on all four cornerstones: Culture, Community, Clinical/Compliance, and Financial Performance. What You Bring Licensed Registered Nurse or licensed therapy discipline (PT/OT/ST) Minimum 10 years of home health experience Experience in agency-level clinical leadership Solid understanding of home health and hospice regulations Strong communication, coaching, and time-management skills Confidence to work independently and collaboratively across organizational levels HCHB experience preferred Please note this job description has been designed to indicate the general nature, working conditions and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, working conditions and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice. Why Join Us At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact. Location: Cornerstone Service Center - CT Wage: $120K - $150K DOE Type: Full-Time | Leadership Role | Equity Opportunity What sets us apart: Opportunity for stock ownership Empowered, autonomous leadership supported by centralized resources A work-life balance that supports personal well-being Full benefits package: medical, dental, vision, 401(k) with match Generous PTO, holidays, and professional development A culture built around our core values-CAPLICO: Customer Second Accountability Passion for Learning Love One Another Intelligent Risk Taking Celebrate Ownership About Pennant Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model allows local leaders to lead, while we provide the centralized clinical, HR, IT, legal, and compliance support they need to succeed. Learn more at: ******************** Pennant Service Center 1675 E. Riverside Drive, Suite 150 Eagle, ID 83616 #Hybrid The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
    $120k-150k yearly Auto-Apply 60d+ ago

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