Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization's Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit's vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. Inspired by our colleagues, we are risk identifiers, challengers, influencers, and transformational leaders who drive impactful work for the enterprise.
Capital One is seeking an energetic, self-motivated Audit Manager interested in becoming part of our Audit team, with a specific focus on the global payments network, all associated platforms, technologies, and related operations such as(e.g., credit/debit processing, authorization, clearing & settlement (covering domestic and international transactions) and digital payments. We are seeking a candidate that has demonstrated knowledge of payments network operations and ecosystem related risks, as well as risk management and regulatory expectations for a large financial institution.
Responsibilities include:
Plan, perform, and lead large/complex audits at the enterprise level as well as other diverse lines of business and specialty areas.
Perform risk assessments of business activities, potential exposures and materiality of loss.
Design and perform audit procedures, including identifying and defining issues, reviewing and analyzing evidence, and documenting processes.
Leverage available data and analytical tools during the planning, fieldwork, and reporting phases of audit delivery.
Effectively review and compile relevant, material findings and recommendations into readable and concise audit reports.
Communicate the results of audit projects to management via written reports and compelling oral presentations.
Provide significant input into the development of the annual audit plan.
Design and execute internal control testing for standardized operations of moderate complexity with more than one component, including finance, IT, compliance, credit, security.
Provide risk management advice and counsel to business leadership on best practices.
Establish and maintain good working relationships with line management and auditees during engagements.
Manage audit work and project resources during audit engagements, providing feedback on work performed to junior auditors, as appropriate.
Here's what we're looking for in an ideal teammate:
You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking.
You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit's value proposition.
You're a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise.
You're a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism.
You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent.
Basic Qualifications:
Bachelor's Degree or military experience
At least 5 years of experience in internal or external auditing, accounting, financial analysis, information systems, compliance, risk management or a combination within the banking or financial services industry
Preferred Qualifications:
Bachelor's Degree in Information Systems, Accounting, Finance, Economics, or Business Administration
3+ years of experience leading audits and performing the auditor-in-charge role
2+ years of experience with payment technologies such as HPE Nonstop, IBM Mainframe, Mobile Payments, Tokenized services, cloud-based and virtualized environments, Windows and Linux operating environments
2+ years of experience in the payments network industry including the MANIC (Merchant-Acquirer-Network-Issuer-Customer) model, network participant roles (issuers, acquirers, merchants), PCI standards, and international payment regulations
2+ years of experience at a leading public accounting or consulting firm, working in a highly regulated environment related to payment network and related technology services, leading people in cross-cultural/international teams or related experience
Professional certification such as Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Public Accountant (CPA) or Certified Internal Auditor (CIA)
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
This role is hybridmeaning associates typically spend 3 days per week in-person at one of our offices listed on this job posting.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Charlotte, NC: $149,800 - $171,000 for Manager, Cyber Risk & Analysis
Chicago, IL: $149,800 - $171,000 for Manager, Cyber Risk & Analysis
McLean, VA: $164,800 - $188,100 for Manager, Cyber Risk & Analysis
New York, NY: $179,700 - $205,100 for Manager, Cyber Risk & Analysis
Plano, TX: $149,800 - $171,000 for Manager, Cyber Risk & Analysis
Richmond, VA: $149,800 - $171,000 for Manager, Cyber Risk & Analysis
Riverwoods, IL: $149,800 - $171,000 for Manager, Cyber Risk & Analysis
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$179.7k-205.1k yearly 2d ago
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Senior Manager, Secured Portfolio Management
Sofi 4.5
Portfolio manager job in Greenville, DE
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
As the Senior Manager of Secured PortfolioManagement, you will be the foundational leader responsible for standing up the default management framework for our expanding secured asset portfolio. This includes Closed-End Seconds, Home Equity Lines of Credit, Jumbo Mortgages, Commercial Real Estate, and Government and Agency First-Lien Mortgages (including Fannie Mae, Freddie Mac, Federal Housing Administration, Veterans Affairs, and United States Department of Agriculture products).
In this capacity, you will have direct responsibility for the overarching Loss Mitigation Oversight and Strategy, managing the critical lifecycles of Early Warning Systems, Foreclosure, Workout Strategies, and Real Estate Owned (REO) Management. You will serve as the organization's foremost expert on how the portfolio is being monitored, building the sophisticated Early Warning Systems necessary to identify credit deterioration and risk migration before it impacts the balance sheet. You will define the "Rules of Engagement" for our specialty sub-servicers and outsourced vendors, while owning the departmental costs, methods, and staffing to ensure the highest standards of recovery and regulatory compliance.
What you'll do:
1. Portfolio Monitoring & Early Warning Systems
* Expert Portfolio Oversight: Serve as the definitive subject matter expert for all aspects of portfolio health and monitoring. You will provide executive leadership with deep-dive analysis on delinquency trends, roll rates, and collateral volatility.
* Early Warning Design: Design and deploy sophisticated early warning systems to identify early-stage credit deterioration and "at-risk" segments across the residential and commercial portfolios.
* Proactive Intervention: Use data-driven insights to trigger proactive loss mitigation outreach, shifting the organization from reactive collections to predictive default prevention.
2. Loss Mitigation Strategy & Sub-Servicer Oversight
* Strategy Ownership: Design and execute the end-to-end loss mitigation strategies for Foreclosure and Workout resolution (including modifications and short sales).
* Default Servicing Management: Act as the primary lead for sub-servicer performance, with a focus on specialty servicing for distressed assets. You will set performance Service Level Agreements and conduct rigorous oversight of outsourced default operations.
* Real Estate Owned (REO) Management: Oversee the strategy for property preservation and liquidation, ensuring efficient disposition of assets that have moved through the foreclosure process.
3. Advanced Analytics & Waterfall Modeling
* Net Present Value Decisioning: Build and maintain sophisticated models to calculate the financial outcome of a workout versus a foreclosure or short sale, factoring in legal costs, carrying costs, and market volatility.
* Collateral Analytics: Integrate geographic House Price Index trends and real-time valuation updates into the recovery strategy for both residential and commercial assets.
4. Execution & Risk Partnerships
* Departmental Leadership: Recruit, lead, and develop a high-performing team of Default Analysts. You will define the operational methods and manage the budget and staffing for this function.
* Strategic Risk Partnerships: Establish "locked-step" partnerships with Credit Risk, Model Risk, Legal, and Compliance. You will ensure that default strategies and early warning triggers are vetted by risk partners and that feedback loops are established to refine front-end credit appetite.
5. Governance & Federal Regulatory Mastery
* Federal & Agency Compliance: Ensure all default activities meet Regulation X (Real Estate Settlement Procedures Act), Regulation Z (Truth in Lending Act), and the Fair Debt Collection Practices Act, as well as specific guidelines from Fannie Mae, Freddie Mac, and the Federal Housing Administration.
* Interagency Alignment: Maintain strict adherence to Office of the Comptroller of the Currency guidelines regarding secured lending governance and collateral resolution.
What you'll need:
* Education: * Required: Bachelor's Degree in Finance, Economics, Mathematics, or a related quantitative field.
* Preferred: Master's Degree (MBA or Master of Science in Finance/Analytics).
* Experience: * 8-12 years in Residential and Commercial Default Management, Specialty Servicing, or Secured Loss Mitigation.
* Previous experience in a leadership role managing departmental costs, methods, and staffing.
* Deep Analytics Skill Set (Critical): * Data Proficiency: Expert-level SQL and experience with Snowflake or Tableau is mandatory. You must be able to query and manipulate data independently.
* Monitoring Mastery: Proven ability to build Early Warning Systems, Net Present Value waterfalls, and Loss Severity models.
* Regulatory Knowledge: Expert-level understanding of Federal regulations, Agency guidelines, and Interagency standards for secured assets.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $140,800.00 - $242,000.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
> Employees Apply Here" onclick="window.location.href = '****************************** InternalUser=true&locale=en_US/';"/> Lean PortfolioManager - 90403020 - Wilmington (Onsite) Company: Amtrak Your success is a train ride away!
As we move America's workforce toward the future, Amtrak connects businesses and communities across the country. We employ more than 20,000 diverse, energetic professionals in a variety of career fields throughout the United States. The safety of our passengers, our employees, the public and our operating environment is our priority, and the success of our railroad is due to our employees.
Are you ready to join our team?
Our values of 'Do the Right Thing, Excel Together and Put Customers First' are at the heart of what matters most to us, and our Core Capabilities, 'Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak. By living the Amtrak values, focusing on our capabilities, and actively embracing and fostering diverse ideas, backgrounds, and perspectives, together we will honor our past and make Amtrak a company of the future.
Job Summary
NOTE: This role is based out of Wilmington, DE. Requests for Remote work will be reviewed but not guaranteed.
The Principal Value Management Specialist's main focus is the establishment and implementation of best practices of Portfolio Operations, Strategic Investment and Funding and Governance best practices for the Digital Technology organization. This role coaches VMO stakeholders, leadership across business and technology on LPM, and identifies how to leverage key principles of LPM to solve real problems facing delivery teams, business teams, or their processes. Operates as a subject matter expert sought by the Enterprise to tackle complex initiatives. We are seeking a highly experienced Principal Value Management Specialist to provide expert-level support and leadership in driving value optimization across the organization. As an individual contributor at the principal level, you will develop sophisticated methodologies, lead strategic value assessments, and influence decision-making processes to maximize organizational value. This role requires deep expertise in value management principles and analytical skills.
Essential Functions
* Identify key Portfolio-level business and engineering OKRs.
* Initiate and progress LPM practices in the Digital Technology portfolio, leveraging experience and
proven practices.
* Support Sr Dir Lean PortfolioManagement in strategic management of Value Management
demand and roadmap.
* Partner with the Portfolio Leadership team for Portfolio Roadmap and EPIC OKR adoption, and a
monthly value dashboard for value streams.
* Implement Portfolio KANBAN ideation to implementation for the Portfolio level demand.
* Aid in identifying VMO team and train best practices across the DT Portfolios.
* Serve as process expert in influencing AMTRAK to an LPM lean governance approach that aligns
with regulatory acceptance in an Enterprise experience business agility.
* Lead the development and refinement of enterprise-wide value management frameworks, tools,
and processes.
* Conduct comprehensive portfolio, project, and program analyses focusing on maximizing ROI and
value delivery.
* Provide strategic insights and advice to senior leadership on value opportunities and trade-offs.
* Collaborate with cross-functional teams to ensure consistent application of value management
practices.
* Support complex business cases and investment decisions with credible financial and strategic
analysis.
* Drive continuous improvement initiatives to enhance value management maturity.
* Mentor and guide less experienced team members or stakeholders involved in value
assessments.
* Stay current on industry best practices, emerging trends, and new methodologies in value
management.
* Prepare executive-level reports, dashboards, and presentations communicating insights and
recommendations.
Minimum Qualifications
* Bachelor's degree in Business, Finance, Economics, or related field; advanced degrees or
certifications preferred.
* 7+ years of experience in value management, financial analysis, or strategic consulting.
* Proven success in leading complex value or investment analysis at an enterprise level.
* Strong proficiency with financial modeling, data visualization, and reporting tools.
* Excellent strategic thinking, analytical, and problem-solving skills.
* Outstanding communication skills with the ability to influence across all levels of the organization.
* SAFE 6.0 LPM Certified
Preferred Qualifications
* Certification in Value Management, Project Management (PMP), or related fields.
* Experience with portfoliomanagement tools.
* Industry-specific knowledge relevant to the organization's sector.
* Contributions to industry forums, publications, or thought leadership.
* SAFE 6.0 Program Consultant
* EBAS Certified
* Agility Health Radar experience
* MBA preferred
Knowledge, Skills, and Abilities
* Influence without authority
* Emotional Intelligence
* Executive Presence
The salary/hourly range is $124,600 - $161,352. Pay is based on several factors including but not limited to education, work experience, certifications, etc. Depending on an employee's assigned worksite or location, Amtrak may consider a geo-pay differential to be applied to the employee's base salary. Amtrak may offer additional incentive and pay programs to recognize and reward our employees, including a short-term incentive bonus based upon factors such as individual and company performance that is commensurate with the level of the position and/or long-term incentive plan compensation. In addition to your salary, Amtrak offers a comprehensive benefit package that includes health, dental, and vision plans; health savings accounts; wellness programs; flexible spending accounts; 401K retirement plan with employer match; life insurance; short and long term disability insurance; paid time off; back-up care; adoption assistance; surrogacy assistance; reimbursement of education expenses; Public Service Loan Forgiveness eligibility; Railroad Retirement sickness and retirement benefits; and rail pass privileges. Learn more about our benefits offerings here.
Requisition ID:165757
Work Arrangement:06-Onsite 4/5 Days Click here for more information about work arrangements at Amtrak.
Relocation Offered:No
Travel Requirements:Up to 25%
Recruiter Name:Kelly Thompson
Recruiter Email: *************************
You power our progress through your performance.
We want your work at Amtrak to be more than a job. We want your career at Amtrak to be a fulfilling experience where you find challenging work, rewarding opportunities, respect among colleagues, and attractive compensation. Amtrak maintains a culture that values high performance and recognizes individual employee contributions.
Amtrak is committed to a safe workplace free of drugs and alcohol. All Amtrak positions requires a pre-employment background check that includes prior employment verification, a criminal history check and a pre-employment drug screen.
Candidates who test positive for marijuana will be disqualified, regardless of any state or local statute, ordinance, regulation, or other law that legalizes or decriminalizes the use or possession of marijuana, whether for medical, recreational, or other use. Amtrak's pre-employment drug testing program is administered in accordance with DOT regulations and applicable law.
In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions. If an applicant/employee refuses to provide written consent for Amtrak to obtain these records, the individual will not be permitted to perform safety-sensitive functions.
In accordance with federal law governing security checks of covered individuals for providers of public transportation (Title 6 U.S.C. §1143), Amtrak is required to screen applicants for any permanent or interim disqualifying criminal offenses.
Note that any education requirement listed above may be deemed satisfied if you have an equivalent combination of education, training and experience.
Amtrak is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race/color, to include traits historically associated with race, including but not limited to, hair texture and hairstyles such as braids, locks and twists, religion, sex (including pregnancy, childbirth and related conditions, such as lactation), national origin/ethnicity, disability (intellectual, mental and physical), veteran status, marital status, ancestry, sexual orientation, gender identity and gender expression, genetic information, citizenship or any other personal characteristics protected by law.
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$105k-153k yearly est. Easy Apply 3d ago
Portfolio Manager II
City National Bank 4.9
Portfolio manager job in Newark, DE
*PortfolioManager II - Middle Market, Food and Beverage* WHAT IS THE OPPORTUNITY? The PortfolioManager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.).
*Role:* Underwrite and manage cash-flow and asset-based loans ≥$25.0 million for the national Food & Beverage ("F&B") platform across the sponsor and strategic channels. Target Borrower profiles, both private and public, have EBITDA >$10.0 million and Revenue >$100.0 million. Structures typically include revolvers, term loans, delayed draw term loans, and CAPEX lines across multiple product lines. Transaction types typically include leveraged buyouts, management buyouts, refinances, growth capital, recapitalizations, add-on acquisitions, etc.
*Underwriting:* Lead or support due diligence efforts as Agent or Participant for Borrowers across the F&B value chain (i.e. manufacturers, processors distributors, grocers, etc.). Core competencies include historical and projected financial statement analysis, dynamic 3-statement financial modeling, credit memorandum preparation, legal documentation and loan closing. Focus areas often include commodity/labor/freight management, customer and supplier terms, capital intensity and utilization, product/channel/customer/supplier stratification, food safety, etc.
*Portfolio Monitoring:* Manage a portfolio of Borrowers across multiple F&B subsectors with various structures, roles, commitments and risk ratings. Perform monthly/quarterly and annual reviews covering financial performance, risk ratings, capacity to repay, covenants, etc. Evaluate credit requests to assess creditworthiness, prepare the corresponding approval memorandums, and document waivers/consents/amendments, as applicable. Focus areas often include same-store sales, input costs, consumer demand, tariffs, inflation, etc.
WHAT WILL YOU DO?
* Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
* PortfolioManagement: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
* Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
* Performance Monitoring: Performs portfoliomanagement activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
* Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
* Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
* Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
* Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree in Finance, Business, or related field
* Minimum 5 years of progressively increasing credit underwriting and portfoliomanagement experience in relevant industry/industries
*Additional Qualifications*
* Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles
* Desire to build leadership and coaching skills, with the ability to train and develop talent
* Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
* Intermediate analytical skills, with the ability to interpret complex data and make informed decisions
* Industry-specific knowledge and expertise
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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$48.7-82.9 hourly 60d+ ago
Senior Associate, Portfolio Change Manager
JPMC
Portfolio manager job in Wilmington, DE
Join our team to foster agile methodologies, encouraging a culture of innovation and high performance in a leading financial institution.
As a Senior Associate, Change Manager, in the Card Product Portfolio Office, you will lead end-to-end delivery of change initiatives-from initiation and planning through implementation-ensuring milestones, plans, and project artifacts are defined, tracked, and auditable. You will drive consistent messaging across communications, training, policies, procedures, and systems while proactively identifying obstacles, escalating issues, and partnering with Finance, Operations, and Risk & Control to uphold strong governance and risk management. The role requires a highly organized, delivery-focused leader who can manage multiple workstreams under tight deadlines, build trusted relationships across functions and senior stakeholders, and foster a culture of transparency, collaboration, and information sharing.
Job Responsibilities
Manage the delivery of change projects from initiation through to implementation ensuring key milestones are met and plans and project artefacts are accurately created and tracked
Deliver messaging consistently across communications, training, policies & procedures, and systems
Proactively identify potential roadblocks / obstacles and escalate issues as needed
Build relationships with all stakeholders, fostering a culture of collaboration, transparency and information sharing for efficient execution, demonstrating the ability to identify, partner, and navigate with players and functions
Partner with Finance, Operations, Risk and Control teams to timely identify and address areas of risk
Maintain a positive attitude and act as team player in supporting other on-going team initiatives
Required qualifications, capabilities and skills
4+ years of experience or equivalent expertise in a relevant domain, with a focus on business side project management & execution in a Financial Institution
Highly disciplined individual, self-motivated, fast learner, performs well under pressure in dynamic environment
Extremely organized and delivery focused with the ability to work independently and balancing project responsibilities, multiple workstreams and priorities while remaining focused on accuracy and attention to detail. Ability to deliver solutions to a tight deadline regardless of complexity
Strong interpersonal skills with the ability to work in a team environment, with people at all levels across all functions including ability to engage with senior management
Outstanding team player in supporting all other workstreams or initiatives managed by the Card PPO Performance team; organized in taking comprehensive project management approach to all book of work
Minimum of Bachelor's degree or equivalent
Preferred qualifications, capabilities and skills
Strong proficiency with Jira & Confluence is a plus
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.
$93k-163k yearly est. Auto-Apply 5d ago
SITEC - Asset Manager - Baumholder, Germany
Peraton 3.2
Portfolio manager job in Delaware
Responsibilities
Peraton requires Asset Managers to support the Special Operation Command Information Technology Enterprise Contract (SITEC) - 3. This position is located in Baumholder, Germany and requires TESA approval.
The purpose of the Special Operations Forces Information Technology Enterprise Contract (SITEC) 3 Enterprise Operations and Maintenance (EOM) Task Order (TO) is to provide USSOCOM, its Component Commands, its Theater Special Operations Commands (TSOCs), and its deployed forces with Operations and Maintenance (O&M) services to maintain Network Operations (NetOps); maintain systems and network infrastructure; provide end user and common device support; provide configuration, change, license, and asset management; conduct training, and perform Install, Move, Add, Change (IMACs) services. The responsibilities and tasks associated with each requirement play a pivotal role to USSOCOM, the CIO/J6 organization, and ultimately the end-user who operate around the globe 24x7x365.
The Asset Manager provides services and inventory control analysis to maintain consistent accountability of Automated Data Processing Equipment (ADPE) assets supporting the SIE.
Duties include but are not limited to:
Recommending and supporting the development and maintenance of approved processes for managing and tracking the full IT asset, license, and maintenance lifecycle from procurement to retirement
Recommending and supporting the development and maintenance of, and update approved policies and procedures for effective asset lifecycle management (acquisition, deployment, utilization, de-installation, reallocation, and disposal) of IT assets
Coordinating shipment plans to ensure efficient distribution of products to satisfy customers
Analyzing inventory levels and product demand to determine reorder levels, which shall ensure product availability and minimize inventory costs
Reporting on inventory levels to efficiently utilize capital investment while maintaining adequate coverage for known/projected demand
Advising and supporting accountability over assigned products; determine appropriate distribution based on lead times and demand
Ensuring property is uniquely identified and changes are tracked and recorded in accordance with PPM requirements. Ensure property is uniquely identified and changes are tracked and recorded
Inspecting goods and materials and assess the condition of assets for distribution/recycling
Coordinating the disposal of property, supplies, and materiel in compliance with Government and service regulations/guidelines and documentation requirements
Maintaining records of acquisition/distribution of property, supplies, and materials by utilizing applicable processes
Processing excess ADPE as identified by the Government using DoD procedures
Aiding with completing quarterly and annual inventories
Recommending metrics, gathering data, and reporting on the effectiveness of the IT asset management processes
Managing software licenses, ensuring compliance with vendor agreements, and optimizing software usage across the enterprise
Tracking licenses, maintenance plans, renewal information, and media for licensed software purchased by or allocated to the assigned command
Performing periodic software license audits, reconciling the number of licenses utilized to the number as directed by the Government
Recommending mitigations to these issues to the Software Manager when software license reconciliation issues arise
Managing IT assets across multiple organizations with differing requirements and reporting structures within a consolidated service desk environment
Collaborating with diverse stakeholders across supported organizations to ensure consistent application of IT asset management policies and procedures
Adapting asset management processes to accommodate varying organizational security requirements and compliance standards
Developing and maintaining strong working relationships with representatives from each supported organization to facilitate effective communication and issue resolution
Qualifications
Required Qualifications:
Minimum of 7 years with AS/AA; 5 years with BS/BA; 3 years with MS/MA
11 years of HS experience will be considered to meet TESA requirements
DoD Top Secret with ability to obtain SCI clearance is required for this role
Experience in an IT and asset management position
Desired Qualification:
ITIL Foundations OR higher level ITIL certification
Prior experience with Microsoft Enterprise Licensing
Prior experience supporting an enterprise level IT contract in a DoD organization
Demonstrated experience supporting a consolidated IT service desk model serving multiple distinct organizations
Experience with IT Asset Management (ITAM) tools and software (e.g., ServiceNow, BMC Helix, SolarWinds)
Familiarity with DoD financial and property accountability systems
Experience with Software Asset Management (SAM) best practices and tools
Knowledge of software licensing models (e.g., per-user, per-device, concurrent user)
#SITEC2025
Peraton Overview
Peraton is a next-generation national security company that drives missions of consequence spanning the globe and extending to the farthest reaches of the galaxy. As the world's leading mission capability integrator and transformative enterprise IT provider, we deliver trusted, highly differentiated solutions and technologies to protect our nation and allies. Peraton operates at the critical nexus between traditional and nontraditional threats across all domains: land, sea, space, air, and cyberspace. The company serves as a valued partner to essential government agencies and supports every branch of the U.S. armed forces. Each day, our employees do the can't be done by solving the most daunting challenges facing our customers. Visit peraton.com to learn how we're keeping people around the world safe and secure.
Target Salary Range $86,000 - $138,000. This represents the typical salary range for this position. Salary is determined by various factors, including but not limited to, the scope and responsibilities of the position, the individual's experience, education, knowledge, skills, and competencies, as well as geographic location and business and contract considerations. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. EEO EEO: Equal opportunity employer, including disability and protected veterans, or other characteristics protected by law.
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.
This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfoliomanagement activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following:
**Duties & Responsibilities**
+ Partner with loan officers to effectively administer the management of assigned commercial banking relationships.
+ Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request.
+ Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.
+ Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.
+ Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times.
+ File all required reports and resolve all related issues in a timely and efficient manner.
+ Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required
+ Other duties as assigned.
**Knowledge & Skills**
MINIMUM:
+ Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors.
+ Demonstrates excellent communication skills (verbal & written)
+ Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
+ Demonstrates strong level of understanding of credit underwriting
+ Demonstrates strong knowledge of bank products, services, and bank operations
+ Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
+ Demonstrates strong analytical skills
+ Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
+ Demonstrates strong proficiency in Word, Excel, PowerPoint
+ Demonstrates knowledge of commercial lending software
PREFERRED:
+ Ability to prospect and network at various levels within a company
**Requirements**
MINIMUM:
+ Bachelor's degree in business, Accounting, Finance or related fields
+ 5 years commercial banking experience including credit underwriting
+ Current valid driver's license
PREFERRED:
+ 8 years commercial banking experience including credit underwriting
**Compensation Range:**
$69,920.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$69.9k-149k yearly 60d+ ago
Senior Associate, Portfolio Change Manager
Jpmorganchase 4.8
Portfolio manager job in Wilmington, DE
Join our team to foster agile methodologies, encouraging a culture of innovation and high performance in a leading financial institution.
As a Senior Associate, Change Manager, in the Card Product Portfolio Office, you will lead end-to-end delivery of change initiatives-from initiation and planning through implementation-ensuring milestones, plans, and project artifacts are defined, tracked, and auditable. You will drive consistent messaging across communications, training, policies, procedures, and systems while proactively identifying obstacles, escalating issues, and partnering with Finance, Operations, and Risk & Control to uphold strong governance and risk management. The role requires a highly organized, delivery-focused leader who can manage multiple workstreams under tight deadlines, build trusted relationships across functions and senior stakeholders, and foster a culture of transparency, collaboration, and information sharing.
Job Responsibilities
Manage the delivery of change projects from initiation through to implementation ensuring key milestones are met and plans and project artefacts are accurately created and tracked
Deliver messaging consistently across communications, training, policies & procedures, and systems
Proactively identify potential roadblocks / obstacles and escalate issues as needed
Build relationships with all stakeholders, fostering a culture of collaboration, transparency and information sharing for efficient execution, demonstrating the ability to identify, partner, and navigate with players and functions
Partner with Finance, Operations, Risk and Control teams to timely identify and address areas of risk
Maintain a positive attitude and act as team player in supporting other on-going team initiatives
Required qualifications, capabilities and skills
4+ years of experience or equivalent expertise in a relevant domain, with a focus on business side project management & execution in a Financial Institution
Highly disciplined individual, self-motivated, fast learner, performs well under pressure in dynamic environment
Extremely organized and delivery focused with the ability to work independently and balancing project responsibilities, multiple workstreams and priorities while remaining focused on accuracy and attention to detail. Ability to deliver solutions to a tight deadline regardless of complexity
Strong interpersonal skills with the ability to work in a team environment, with people at all levels across all functions including ability to engage with senior management
Outstanding team player in supporting all other workstreams or initiatives managed by the Card PPO Performance team; organized in taking comprehensive project management approach to all book of work
Minimum of Bachelor's degree or equivalent
Preferred qualifications, capabilities and skills
Strong proficiency with Jira & Confluence is a plus
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.
$98k-149k yearly est. Auto-Apply 5d ago
Investor Relation Manager
Code509.com
Portfolio manager job in Middletown, DE
Investor Relations manager is responsible for ensuring the company is appropriately and strategically positioned with analysts, investors, and all stakeholders. The position requires excellent communication and interpersonal skills. It also requires the ability to carefully manage relationships outside the company in the equity research and investor community.
The main responsibilities for the head of IR position are:
Develop investor confidence and belief in the company's vision and strategy for delivering shareholder value
Develop a robust investor relations strategy and framework
Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties
Manage equity research and investor relationships
Responsible for overseeing and managing quarterly earnings and conference calls
Work with legal counsel to ensure compliance on regulatory matters
Qualifications
A Bachelor's degree in business, finance, or accounting
Understanding of Reluation and laws regarding securities disclosure requirements, as well as filing requirements in Haiti, United States and Canada
Deep knowledge and understanding of the capital markets, as well as a thorough understanding of key metrics for companies in the industry
Intimately familiar with financial modeling techniques and valuation methods used by analysts and investors
An understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends
A professional who is also entrepreneurial, and has a client-minded focus
Must be able to perform in a high-pressure environment, and be able to meet tight deadlines
Has superb written and verbal communication skills, as well as the ability to draft engaging and impactful messages for inspiring investors
Additional Information
All your information will be kept confidential according to EEO guidelines.
$103k-179k yearly est. 20h ago
Manager of Fund Accounting
CSC 4.8
Portfolio manager job in Wilmington, DE
Manager-Fund Accounting
Livingston, NJ-Hybrid schedule (three days onsite weekly)
Monday to Friday 9:00 a.m. to 6:00 p.m.
Some of the things you will be doing:
The Manager will manage multiple client relationships ensuring superior client service with their client service team members.
Deliverables include fund administration services provided to private equity funds such as:
Review accounting records, financial statements, and support schedules (GAAP & OCBOA)
Review SBA compliance reporting, including SBA Form 468 preparation
Review capital call & distribution calculations and letters
Review waterfalls and partner capital account statements
Coordinate deliverables with Investor Services team
Career development, supervision, and training of staff
Daily client and team member interaction
Internal responsibilities (filing, status reports, time tracking, etc.
What Technical Skills, Experience, and Qualifications do you need?
BS Degree in Accounting - CPA or CPA candidate preferred
Experience in portfolio/investment and partnership accounting required, Private Equity or Hedge accounting experience required
Working knowledge of US GAAP
Advanced Excel skills (VLOOKUP, SUMIF, IF/THEN, XIRR, SUBTOTAL, ROUND, named ranges)
Investran experience preferred
Able to multitask and perform tasks under strict deadlines
Experience delegating, training and supervising staff
Experience managing client relationships
Professional verbal and written communication skills
Attention to detail and strong organizational skills
At CSC, compensation depends on several factors, including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $125,000 to $140,000.
#LI-SP1
$125k-140k yearly Auto-Apply 35d ago
Senior Fixed Income Portfolio Manager
M&T Bank 4.7
Portfolio manager job in Wilmington, DE
Provides investment management advisory services to clients including formulating short and long-term strategies for clients. Responsible for the investment performance of a portfolio or model, either alone or as a team member. Supports investment process to ensure compliance with regulatory requirements and internal audit.
**Primary Responsibilities:**
+ Articulate the investment process to clients, prospects and internal sales staff. Provide investment management advisory services to complex clients.
+ Maintain sole responsibility or as a team member for the investment performance of a portfolio or model. Ensure activities adhere to established investment guidelines and policies, while meeting the investment objectives of the client.
+ Manage, supervise and direct investment-related activities with acceptable levels of risk.
+ Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned.
**Scope of Responsibilities:**
**Education and Experience Required:**
Bachelor's degree and a minimum of 7 years' financial and/or investment experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' financial and/or investment experience
**Education and Experience** **Preferred:**
Minimum of a Bachelor's degree in Business Administration, Finance or Accounting
Minimum of 7 years' investment/portfoliomanagement and/or research experience
CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) designation
\#LA-LI1
\#Wilmingtontrust
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $184,400.00 - $307,400.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location:**
Wilmington, Delaware, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$100k-147k yearly est. 4d ago
Senior Fixed Income Portfolio Manager
Wilmington Trust 4.4
Portfolio manager job in Wilmington, DE
Provides investment management advisory services to clients including formulating short and long-term strategies for clients. Responsible for the investment performance of a portfolio or model, either alone or as a team member. Supports investment process to ensure compliance with regulatory requirements and internal audit.
Primary Responsibilities:
Articulate the investment process to clients, prospects and internal sales staff. Provide investment management advisory services to complex clients.
Maintain sole responsibility or as a team member for the investment performance of a portfolio or model. Ensure activities adhere to established investment guidelines and policies, while meeting the investment objectives of the client.
Manage, supervise and direct investment-related activities with acceptable levels of risk.
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Scope of Responsibilities:Education and Experience Required:
Bachelor's degree and a minimum of 7 years' financial and/or investment experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' financial and/or investment experience
Education and Experience Preferred:
Minimum of a Bachelor's degree in Business Administration, Finance or Accounting
Minimum of 7 years' investment/portfoliomanagement and/or research experience
CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) designation
#LA-LI1
#Wilmingtontrust
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $184,400.00 - $307,400.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Wilmington, Delaware, United States of America
$93k-144k yearly est. Auto-Apply 3d ago
Performance Reporting Manager (m/f/d) - Global & Local Finance
Coloplast 4.7
Portfolio manager job in Delaware
We are looking for a Performance Reporting Manager to strengthen our Finance / Commercial Excellence organization in Hamburg. In this role, you will play a key part in driving financial transparency, regional consolidation, and performance steering across our markets, supporting a growing medtech company, particularly within the wound care business.
You are highly analytical, finance-driven, and enjoy translating complex financial data into clear insights for senior stakeholders? Then join our team and take ownership of regional performance reporting and planning.
Your Responsibilities
Global / Regional Responsibilities (Reporting Line & Consolidation)
* Lead regional financial consolidation across countries, ensuring accuracy, consistency, and transparency of financial data.
* Drive monthly regional performance reporting, including variance analysis versus plan, forecast, and prior year.
* Own global reporting standards, templates, and timelines, ensuring alignment across countries and stakeholders.
* Prepare clear and concise management reports and presentations for regional and global leadership.
* Continuously improve reporting processes, automation, and data quality in close collaboration with central Finance and IT teams.
Local Responsibilities (Country Support & Deep Dives)
* Act as a key finance business partner for country organizations, supporting them with structured analyses and financial insights.
* Conduct country-level deep dives to identify performance drivers, risks, and improvement opportunities.
* Challenge and support country submissions during monthly closing, forecasting, and planning cycles.
* Support and drive financial planning activities at country and regional level, including budgeting, rolling forecasts, and scenario analyses.
Your Profile
* A completed degree in Finance, Business Administration, Economics, or a comparable field.
* Strong experience in financial performance reporting, consolidation, and planning in an international environment.
* Excellent analytical and financial skills, with a solid understanding of P&L structures and performance drivers.
* High proficiency in MS Excel and Power BI; experience with data automation and reporting tools is a strong advantage.
* A structured, independent working style combined with a hands-on, problem-solving mindset.
* Very good English skills and confidence in working with international stakeholders.
* Willingness to travel occasionally.
What We Offer
* Flexible working models - mobile working (home office and workation) and flexible working hours.
* Mobility benefits - subsidized hvv Jobticket Premium and company bike leasing.
* On-site restaurant with high-quality food.
* Free parking for a convenient commute.
* Attractive career and development opportunities in a growing international organization.
Sounds exciting? Become part of one of the world's leading medtech companies with around >800 employees in Germany. If you are looking for a meaningful role and are passionate about driving financial performance and transparency, we look forward to receiving your application.
Apply now (in German or English) - we look forward to hearing from you!
Pursuing an ambitious growth agenda, Coloplast develops and markets products and services that make life easier for people with intimate healthcare needs. Employing about 16.000 people and with products available in more than 143 countries, we are one of the world´s leading medical device companies. We are constantly growing our business and always looking for new ways to move forward - we explore, learn and look for new ways of doing things.
Coloplast is committed to being an inclusive organization, where people bring their differences to work each day, fulfil their potential and have a strong sense of belonging because - and not despite - of their differences. We therefore encourage all qualified candidates to apply regardless of gender, age, race, nationality, ethnicity, sexual orientation, religious belief or physical ability.
Visit us on Coloplast.com.
Watch the film. Follow us on LinkedIn. Like us on Facebook.
60468
#LI-CO
$94k-123k yearly est. 8d ago
Risk Manager I- Credit Strategy
TDI 4.1
Portfolio manager job in Wilmington, DE
Hours:
40
Pay Details:
$86,840 - $139,360 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Risk Management
Job Description:
Department Overview:
Team provides a strong focus on governance, control, and risk management behaviors that align with TD's policies and practices. The Risk Manager I will lead or participate in the identification, development, and implementation of new initiatives, operating workflows, and operational efficiencies, potentially leading special project teams or cross-functional workgroups. Additionally, the Risk Manager I will assist in enhancing credit risk assessment capabilities to identify and maintain profitable business opportunities with both new and existing clients. This includes performing detailed analyses, interpreting information, and making recommendations to senior management on critical strategies, including non-standard and ad-hoc requests. This involves creating regular reports on results of implemented strategies, utilizing appropriate quantitative methods and management information systems (MIS), and making recommendations to increase efficiencies and revenue while managing credit risk. The Risk Manager I will work cross-functionally with teams outside of risk and collaborate with internal audit and external regulators to ensure that documentation for all work processes is complete and up-to-date. The Risk Manager I is expected to ensure sound credit control by proactively managing risks within the bank's guidelines and fostering effective communication with relevant teams and stakeholders.
The Risk Manager I manages the creation, implementation and validation of various risk segmentation strategies including, but not limited to: adjudication, account management, exposure management, risk segmentation, and financial return optimization. This job provides critical information, interpretative, and detailed analysis, and deploys critical credit risk rational strategies that ensure the decisions are made within the TD risk appetite and adhere to all governmental requirements and guidelines. The Risk Manager I's primary accountability is providing a comprehensive and diverse range of risk management expertise. The Risk Manager I investigates, creates, implements and validates various risk segmentation strategies and policies using complex data, advanced analytical approach, and business intelligence tools.
Depth & Scope:
Demonstrates governance, control and risk management behaviors in alignment with TD policies and practices
Leads/participates in the identification, development and implementation of new initiatives, operating workflow, additional services/applications or operational efficiencies including potentially leading special project teams or cross functional work groups
Assists with developing and enhancing credit risk assessment capabilities to identify and maintain good business opportunities with new and existing clients
Performs detailed analysis and interprets information to make recommendations to Senior Management on critical strategies including non-standard and ad-hoc requests as determined by management
Creates reports on the results of implemented strategies, using all appropriate quantitative methods and MIS, and makes recommendations to increase efficiencies and revenue while managing credit risk and produce those reports on a regular basis
Effectively works cross-functionally with teams outside of risk
Works with Internal Audit / External Regulators, to ensure that documentation for all work processes is complete and up-to-date
Ensures sound credit control by taking a pro-active approach to risk management within the risk guidelines of the Bank
Ensures the timely communication of issues that are relevant to the team and encourages a good working relationship with other internal and external groups
Education & Experience:
Bachelor's degree required; Graduate degree preferred
5+ years' experience required
Proficient PC skills including a strong competency in MS Excel and PowerPoint, and a variety of PC-based analytical and reporting software packages
Experience with the use of Relational Databases and the process of Extract Transform Load (ETL) using common languages such as SQL or SAS
Familiar with various analytical or reporting tools, such as SAS, R, Matlab Tableau, etc.
Strong analytical and problem solving skills are required to interpret data and draw conclusions
Experience in data modeling and risk management either from a business administration, statistical, mathematical, scientific or financial background
Excellent written and verbal communication skills
Experienced in developing and presenting recommendations to Senior Management
Preferred Qualification:
Python experience
Financial services or banking industry experience
Risk Management regulatory requirement experience.
Knowledge of advanced statistical methods and data analysis techniques
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Occasional
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Frequent
Sitting - Continuous
Standing - Occasional
Walking - Occasional
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Never
Climbing - Never
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling -Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Frequent
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$86.8k-139.4k yearly Auto-Apply 29d ago
Risk Manager I- Credit Strategy
TD Bank 4.5
Portfolio manager job in Wilmington, DE
Wilmington, Delaware, United States of America **Hours:** 40 **Pay Details:** $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Risk Management
**Job Description:**
**Department Overview:**
Team provides a strong focus on governance, control, and risk management behaviors that align with TD's policies and practices. The Risk Manager I will lead or participate in the identification, development, and implementation of new initiatives, operating workflows, and operational efficiencies, potentially leading special project teams or cross-functional workgroups. Additionally, the Risk Manager I will assist in enhancing credit risk assessment capabilities to identify and maintain profitable business opportunities with both new and existing clients. This includes performing detailed analyses, interpreting information, and making recommendations to senior management on critical strategies, including non-standard and ad-hoc requests. This involves creating regular reports on results of implemented strategies, utilizing appropriate quantitative methods and management information systems (MIS), and making recommendations to increase efficiencies and revenue while managing credit risk. The Risk Manager I will work cross-functionally with teams outside of risk and collaborate with internal audit and external regulators to ensure that documentation for all work processes is complete and up-to-date. The Risk Manager I is expected to ensure sound credit control by proactively managing risks within the bank's guidelines and fostering effective communication with relevant teams and stakeholders.
The Risk Manager I manages the creation, implementation and validation of various risk segmentation strategies including, but not limited to: adjudication, account management, exposure management, risk segmentation, and financial return optimization. This job provides critical information, interpretative, and detailed analysis, and deploys critical credit risk rational strategies that ensure the decisions are made within the TD risk appetite and adhere to all governmental requirements and guidelines. The Risk Manager I's primary accountability is providing a comprehensive and diverse range of risk management expertise. The Risk Manager I investigates, creates, implements and validates various risk segmentation strategies and policies using complex data, advanced analytical approach, and business intelligence tools.
**Depth & Scope:**
+ Demonstrates governance, control and risk management behaviors in alignment with TD policies and practices
+ Leads/participates in the identification, development and implementation of new initiatives, operating workflow, additional services/applications or operational efficiencies including potentially leading special project teams or cross functional work groups
+ Assists with developing and enhancing credit risk assessment capabilities to identify and maintain good business opportunities with new and existing clients
+ Performs detailed analysis and interprets information to make recommendations to Senior Management on critical strategies including non-standard and ad-hoc requests as determined by management
+ Creates reports on the results of implemented strategies, using all appropriate quantitative methods and MIS, and makes recommendations to increase efficiencies and revenue while managing credit risk and produce those reports on a regular basis
+ Effectively works cross-functionally with teams outside of risk
+ Works with Internal Audit / External Regulators, to ensure that documentation for all work processes is complete and up-to-date
+ Ensures sound credit control by taking a pro-active approach to risk management within the risk guidelines of the Bank
+ Ensures the timely communication of issues that are relevant to the team and encourages a good working relationship with other internal and external groups
**Education & Experience:**
+ Bachelor's degree required; Graduate degree preferred
+ 5+ years' experience required
+ Proficient PC skills including a strong competency in MS Excel and PowerPoint, and a variety of PC-based analytical and reporting software packages
+ Experience with the use of Relational Databases and the process of Extract Transform Load (ETL) using common languages such as SQL or SAS
+ Familiar with various analytical or reporting tools, such as SAS, R, Matlab Tableau, etc.
+ Strong analytical and problem solving skills are required to interpret data and draw conclusions
+ Experience in data modeling and risk management either from a business administration, statistical, mathematical, scientific or financial background
+ Excellent written and verbal communication skills
+ Experienced in developing and presenting recommendations to Senior Management
**Preferred Qualification:**
+ Python experience
+ Financial services or banking industry experience
+ Risk Management regulatory requirement experience.
+ Knowledge of advanced statistical methods and data analysis techniques
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Occasional
+ Performing sedentary work - Frequent
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Frequent
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Occasional
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Occasional
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Occasional
+ Reaching forward - Occasional
+ Pushing - Occasional
+ Pulling -Occasional
+ Twisting - Occasional
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Frequent
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$86.8k-139.4k yearly 60d+ ago
Branch Manager - Bear, DE
Foley, Inc. 4.1
Portfolio manager job in Bear, DE
• Plan, monitor and control all service activities to achieve established service objectives and business unit forecasts.
• Prepare annual budgets for all service operations.
• Recruit, onboard, train and assess staff.
• Communicate, monitor and enforce policies to ensure a high level of consistency within branch.
• Model, reinforce and monitor safe work practices.
• Analyze all monthly service financial statements.
• Develop & maintain customer relations
• Manage and oversee company and union matters.
RECOMMENDED QUALIFICATIONS
High school Diploma or equivalent required.
Bachelor's degree in business management is preferred.
Minimum 10 years' experience in the heavy equipment industry with progressive supervisory experience and/or equivalent combination of training and experience which provides the required knowledge, skills and abilities.
Communication skills
Microsoft Office
Equal Opportunity Employer
Foley, Incorporated does not discriminate against any person applying for employment based on race, color, sex, age, religion, national origin or citizenship status, physical or mental disability, marital status, sexual orientation, gender identity, status as a covered Veteran, or any other legally protected status.
This contractor and subcontractor shall abide by the requirements of 41 CFR 60.300.5(a) and 41 CFR 60.741.5(a). These regulations prohibit discrimination against qualified individuals on the basis of disability and protected veteran status, and require affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities and protected veteran
$44k-64k yearly est. Auto-Apply 60d+ ago
Collections Strategy Manager - Auto
Onemain (Formerly Springleaf & Onemain Financials
Portfolio manager job in Wilmington, DE
OneMain Financial is seeking a experienced Collections Strategy Manager to drive transformation and integration initiatives within our Auto Product Team. The Collections Strategy Manager is responsible for planning, evaluating and continuously improving all aspects of the loss mitigation process, including the development, implementation and administration of strategies to maximize loan profitability.
This role partners broadly within the OneMain Auto Product servicing lane to develop efficiencies and ensure consistent customer experience.
In the Role
* Planning, developing, communicating, implementing and assessing strategic initiatives in the following areas: collections, skip tracing, repossession, and account reinstatement.
* Ensures work completed is within compliance adherence for line of business and acts as primary line of defense for policy exceptions.
* Improves processes leading to material increases in profitability, while serving as second line of defense for operational escalations and approval processes.
* Maximizes enterprise values via process improvement, systematic tool development and analytical design of experiments.
* Supports large scale project delivery by working with leadership and internal support teams to ensure completion of project tasks.
* Collaborates with Analytics to design and analyze key performance indicators that develop business insights and areas of opportunity.
Requirements
* HS Diploma or GED
* 7+ years of auto operations experience.
* 5+ years of experience leading large cross function teams within consumer finance, auto lending, or related field.
* Strong technical, interpersonal, and management skills.
* Willingness to set and maintain high standards of performance.
* Proven history of process improvement leading to material increases in profitability.
* Strong initiative, drive, and strategic planning skills.
Location: Wilmington, DE or Salt Lake City, UT - Hybrid
Who we Are
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with:
* Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days' vacation per year, prorated based on start date)
* Paid sick leave as determined by state or local ordinance (prorated based on start date)
* 11 Paid holidays (4 floating holidays, prorated based on start date)
* Paid volunteer time (3 days per year, prorated based on start date)
OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.
$53k-82k yearly est. 38d ago
Tech Audit Manager - Global Payment Network
Capital One 4.7
Portfolio manager job in Dover, DE
Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization's Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit's vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity.
We are seeking an energetic, self-motivated Manager interested in becoming part of our Audit team, with a specific focus on assessing core technology and cybersecurity risks associated with global payment networks, their associated platforms, technologies, and related operations such as credit/debit processing, authorization, clearing & settlement (covering domestic and international transactions) and digital payments. We are seeking an experienced candidate that has demonstrated knowledge of payment network technology, operations and ecosystem related risks, as well as risk management and regulatory expectations for a large financial institution.
Responsibilities:
Execute major components of audits, including critical technology functions, technology infrastructure and resiliency, emerging technology, cybersecurity, risk management, application, and third-party management, as well as lead small to medium size audits.
Perform risk assessments of technology and cybersecurity areas that support the global payments network business unit, design and execute audit procedures to verify the effectiveness of existing controls, identify and define issues, review and analyze evidence, and document auditee processes and procedures.
Understand the broader context and implications (e.g., financial, legal, reputational, etc.) of the various types of risk affecting the business and critical technology functions .
Establish and maintain good client relations during engagements. Communicate or assist in communicating the results of some audit projects to management via written reports and oral presentations.
Review and provide feedback on audit workpapers to achieve clear, organized and complete documentation to support work performed.
Self prioritize and effectively plan own work activities managing multiple priorities and tasks across the team to deliver quality results.
Coordinate with others and proactively take on additional work.
Deliver appropriate, succinct and organized information, tailoring communication style to audience.
Effectively communicate information, issues and audit progress to teammates and audit leaders.
Perform various aspects of engagement administration, including hours and budget tracking.
Provide periodic on-the-job coaching and direct supervision over less experienced associates.
Ideal Teammate:
You are a critical thinker who seeks to understand the business and its control environment.
You believe insight and objectivity are core elements to providing assurance on the effectiveness and efficiency of Capital One's governance, risk management, and internal control processes.
You possess a relentless focus on quality and timeliness.
You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking.
You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit's value proposition.
You're a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise.
You're a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism.
You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent.
Basic Qualifications:
Bachelor's Degree or military experience
At least 5 years of experience in internal or external auditing, accounting, financial analysis, information systems, compliance, risk management or a combination within the banking or financial services industry
Preferred Qualifications:
Bachelor's Degree in Information Systems, Accounting, Finance, Economics, or Business Administration
3+ years of experience leading audits and performing the auditor-in-charge role
2+ years of experience with payment technologies such as HPE Nonstop, IBM Mainframe, Mobile Payments, Tokenized services, cloud-based and virtualized environments, Windows and Linux operating environments
2+ years of experience in the payments network industry including the MANIC (Merchant-Acquirer-Network-Issuer-Customer) model, network participant roles (issuers, acquirers, merchants), PCI standards, and international payment regulations
2+ years of experience at a leading public accounting or consulting firm, working in a highly regulated environment related to payment network and related technology services, leading people in cross-cultural/international teams or related experience
Professional certification such as Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Public Accountant (CPA) or Certified Internal Auditor (CIA)
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
This role is hybridmeaning associates typically spend 3 days per week in-person at one of our offices listed on this job posting.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Charlotte, NC: $149,800 - $171,000 for Manager, Cyber Risk & Analysis
Chicago, IL: $149,800 - $171,000 for Manager, Cyber Risk & Analysis
McLean, VA: $164,800 - $188,100 for Manager, Cyber Risk & Analysis
New York, NY: $179,700 - $205,100 for Manager, Cyber Risk & Analysis
Plano, TX: $149,800 - $171,000 for Manager, Cyber Risk & Analysis
Richmond, VA: $149,800 - $171,000 for Manager, Cyber Risk & Analysis
Riverwoods, IL: $149,800 - $171,000 for Manager, Cyber Risk & Analysis
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$179.7k-205.1k yearly 2d ago
Investor Relation Manager
Code509.com
Portfolio manager job in Middletown, DE
Code509.com, is an Online retailer of Made in Haiti Produtcs. Our mission is to be the gateway for Haitian creativity, productivity, and innovation.
Job Description
Investor Relations manager is responsible for ensuring the company is appropriately and strategically positioned with analysts, investors, and all stakeholders. The position requires excellent communication and interpersonal skills. It also requires the ability to carefully manage relationships outside the company in the equity research and investor community.
The main responsibilities for the head of IR position are:
Develop investor confidence and belief in the company's vision and strategy for delivering shareholder value
Develop a robust investor relations strategy and framework
Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties
Manage equity research and investor relationships
Responsible for overseeing and managing quarterly earnings and conference calls
Work with legal counsel to ensure compliance on regulatory matters
Qualifications
A Bachelor's degree in business, finance, or accounting
Understanding of Reluation and laws regarding securities disclosure requirements, as well as filing requirements in Haiti, United States and Canada
Deep knowledge and understanding of the capital markets, as well as a thorough understanding of key metrics for companies in the industry
Intimately familiar with financial modeling techniques and valuation methods used by analysts and investors
An understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends
A professional who is also entrepreneurial, and has a client-minded focus
Must be able to perform in a high-pressure environment, and be able to meet tight deadlines
Has superb written and verbal communication skills, as well as the ability to draft engaging and impactful messages for inspiring investors
Additional Information
All your information will be kept confidential according to EEO guidelines.