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Investor Relations Manager
Gaia Real Estate
Portfolio manager job in Miami, FL
GAIA Real Estate is seeking an experienced Investor Relations Manager to support capital formation and fundraising across its real estate investment platforms. The role works closely with senior leadership on new fund initiatives, investor outreach, and capital raising efforts, helping expand the firm's investor base.
The ideal candidate has experience in real estate private capital, is comfortable engaging prospective investors, and can support fundraising processes and investor-facing materials.
Requirements:
• 5+ years of experience in investor relations, capital markets, or real estate
• Experience supporting capital raising and new fund initiatives
• Strong communication and organizational skills
• Bachelor's degree required
• Based in Miami, FL
$69k-123k yearly est. 3d ago
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Senior Analyst, Development & Investments
Foundry Commercial 4.2
Portfolio manager job in Boca Raton, FL
Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do…
we value authentic human experiences.
At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other.
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas.
This is a great opportunity to develop the following:
Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities;
Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment;
Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it;
Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and
Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams.
Essential Job Functions:
Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc.
Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc.
Develop advanced financial models and analysis using Argus and MS Excel.
Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders.
Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations.
Execute the investment process, including underwriting, capitalization, due diligence, and closing.
Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements.
Aid on special projects and complete other duties as assigned.
Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”.
Education and Experience Requested:
Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred.
Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred.
Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures.
Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences.
Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving.
Relentless attention to detail with strong research, analytical and problem-solving skills.
Excellent organizational, interpersonal, and oral/written communication skills.
Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
Extremely high energy, fast-paced and driven to succeed.
Foundry Commercial is an Equal Opportunity Employer
Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
$68k-116k yearly est. 2d ago
Manager or Senior Manager, Tax - SALT Asset Management
KPMG 4.8
Portfolio manager job in Miami, FL
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Tax Manager or Senior Manager to join our State and Local Tax (SALT) practice.
Responsibilities:
Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance
Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience
Review information presented on state income tax returns before, during and after preparation
Build and manage client relationships, and supervise, mentor, and develop staff
Additional Responsibilities for Senior Manager:
* Oversee risk and financial performance of engagements including billing, collections, and project budgets
* Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice
Qualifications:
Minimum five years of recent experience preparing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues
Licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts
Ability to foster relationships both internally as well as with clients and desire to perform in a high-energy team environment
Exceptional writing, compliance, communication, management and tax research skills
Additional Qualifications for Senior Manager:
* Minimum eight years of recent experience
* Experience mentoring and counseling staff level team members
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
***********************************************************************
California Salary Range: $130900 - $284400
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$57k-82k yearly est. 7d ago
Investor Relations / Capital Formation Manager
Career Group Search 4.4
Portfolio manager job in Miami, FL
Investor Relations & Capital Formation Associate / Manager (title DOE) - Miami, FL (onsite)
The firm is a vertically integrated U.S. real estate investment platform focused on residential assets across multiple housing types, classes, and geographic markets. The organization has a strategic emphasis on multifamily, single-family rental, and development investments, supported by dedicated asset management and in-house property management teams that work collaboratively to drive operational efficiency and value creation.
The firm is seeking an Investor Relations professional with a primary focus on fundraising, capital formation, and investor engagement. This role will support fundraising initiatives, manage investor communications, and help position the platform with institutional and high-net-worth capital partners. The role works closely with senior leadership, acquisitions, and asset management teams.
Key Responsibilities
Support capital raising and new fund initiatives
Prepare and manage fundraising materials
Serve as a point of contact for existing and prospective investors
Respond to investor inquiries regarding portfolio performance, strategy, and market activity
Help articulate the firm's investment strategy, track record, and value proposition
Assist with market research and benchmarking to support fundraising narratives
Coordinate investor meetings, roadshows, and conference participation
Work cross-functionally with acquisitions, asset management, and property management teams to gather performance data
Support senior management with investor presentations and strategic initiatives
Contribute to the ongoing enhancement of investor reporting and fundraising processes
Qualifications
Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field
3-10+ years of experience in investor relations, capital markets, fundraising
Familiarity with institutional investors, family offices, and high-net-worth individuals
Excellent written and verbal communication skills
Strong attention to detail and organizational skills
Experience with U.S. multifamily, single-family rental, or real estate development investments preferred
Experience working at a private equity real estate firm or general partner platform preferred
Compensation & Growth
Competitive base salary commensurate with experience plus performance-based bonus
Direct exposure to senior leadership and capital partners
Long-term growth opportunities as the platform expands assets under management
$67k-120k yearly est. 3d ago
Payments Banking Manager
Accenture 4.7
Portfolio manager job in Miami, FL
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** .
In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.
Financial Services Payments Practice
The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include:
· Payment Innovation (e.g., digital payments, wallets, etc.)
· Card Issuing
· Retail Bank Payments
· Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments
As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities.
Key Responsibilities:
· Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods.
· Conduct operating model assessments (people, process, org) and client needs assessments.
· Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals
· Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements.
· Serve as a business architect during client engagements.
· Participate in the development of best-in-class, reusable assets.
· Participate in business development to originate new client opportunities.
· Must be willing to travel up to 80% (Monday - Thursday)
Here's What You Need:
· 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains:
o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer
o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments
o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT
o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery
· 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider.
Preferred Qualifications:
· Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models
· Successful track record of performing operating model design, business process design, and system functional design.
· Experience with vendor platforms enabling seamless delivery of payments products is preferred.
· Ability to develop and manage relationships with client management.
· Payments industry expertise in alternative/emerging payments
· Understanding of end-to-end payments lifecycle
· Business Architecture - Applied in solution planning, and requirements definition and analysis
· Baseline understanding of the principles of technology
· Requirements Analysis
· Functional Design
· Professional Skills Required:
· Proven ability to work independently and as a team member
· Proven ability to work creatively and analytically in a problem-solving environment
· Excellent leadership, communication (written and oral) and interpersonal skills
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards)
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50)
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
$100.5k-270.3k yearly 7d ago
Finance Manager
Robert Half 4.5
Portfolio manager job in Miami, FL
We are working with a mortgage finance company that is searching for a Finance Manager. In this role you will be responsible for auditing and reconciling of all the daily wire transactions. This role requires the utmost attention for detail as you are dealing with transfer in the millions. You will be reviewing each transaction for accuracy. This role is onsite Mon-Fri in their office in Wynwood, but does allow a flexible schedule. This role will pay a base salary of $120k, plus bonus, and excellent benefits. This is an ideal position for an AP Supervisor/Manager that is looking to switch out of accounting and use their skillset towards a new industry and function.
Qualifications
Bachelor's degree or higher in Finance or related field
$120k yearly 1d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Miami, FL
Tax Manager - Public Accounting Firm (Confidential Search)
Work Style : Hybrid (flexible in-office schedule)
Compensation : $120,000 - $175,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long‑term client relationships, and consistent year‑over‑year growth. They take pride in offering a modern approach to work‑life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S‑corps, and closely‑held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid‑sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you're open to exploring growth‑oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
joey@solidrockrecruiting.com
(605) 601-4597
#J-18808-Ljbffr
$120k-175k yearly 1d ago
Tax Manager- $140K-180K
Cybercoders 4.3
Portfolio manager job in Boca Raton, FL
Job Title: Tax Manager Salary: $120k-160k+ Requirements: Must have an active CPA or EA & minimum 5-7+ years of Public Accounting & Tax Exp. We are a Top CPA firm with offices across New Jersey and Florida and in business for over 50 years. We are a small to mid-sized regional CPA firm with about 40+ employees and are also known as "Best of the Best Firm" by Inside Public Accounting.
What sets us apart from other regional CPA firms is our emphasis on Culture & Collaboration - we have attracted top talent for this reason & due to growth we are now seeking to add a new Tax Manager to our team!
If interested, please apply today or email your resume to Victoria.Patel@cybercoders.com for immediate consideration. (We are also hiring for Senior Tax Managers)
Top Reasons to Work with Us
Top 200 CPA Firm & "Best of the Best Firm" by Accounting Today
Focused on Culture, Collaboration, and Flexibility we can offer our employees
Offering remote options
Clear Path for Partner Track
What You Need for this Position
Required:
Active CPA or Enrolled Agent
Bachelors Degree in Accounting or related field
Minimum 5-7+ years of Public Accounting & Tax Exp.
Currently a Tax Manager or experienced Supervisor
Exp. Reviewing a mix of entities (1040s, 1041s, 1065, 1120S, 1120, 990s)
Exp. in Diverse Industries: Dental, Real Estate, Healthcare, Medical, Manufacturing, NFP, etc
Preferred:
Strong Business Return Exp.
Master's in Taxation or Accounting
Experience with a variety of clients
Benefits
- Competitive Salary ($135-175k)
- Hybrid and Flexible work schedule
- Annual Bonuses
- Medical/Dental/Vision
- 401k Match
$135k-175k yearly 7d ago
Finance Transformation Consulting Manager
Auxis 3.8
Portfolio manager job in Fort Lauderdale, FL
Auxis is looking for a strategic Finance Transformation Consulting Manager to join our F&A Outsourcing practice. You will partner with global clients to solve high-value operational challenges, redesigning finance processes and implementing cutting-edge digital technologies.
If you are a leader who thrives on driving organizational change and delivering tech-enabled financial excellence, we want to hear from you.
1. Job Summary
As a Consulting Manager, you will lead end-to-end finance transformation projects, from strategy and pre-sales to execution. You will act as a trusted advisor to senior executives, managing cross-functional teams to deliver high-quality business cases, shared services strategies, and digital roadmaps. This role requires a blend of subject matter expertise in F&A and the leadership presence to own client relationships and drive organic growth.
2. Responsibilities
Strategy & Advisory: Lead the development of finance transformation roadmaps, business cases, and shared services strategies aligned with industry best practices.
Team Leadership: Mentor and manage cross-functional teams, ensuring optimal resource allocation and a high-performance culture.
Project Execution: Own the end-to-end delivery of complex projects, proactively managing risks, budgets, and stakeholder expectations.
Operational Optimization: Guide clients through process optimization (P2P, O2C, R2R), technology adoption, and change management workshops.
Growth & Innovation: Identify cross-selling opportunities, contribute to practice methodologies, and stay at the forefront of emerging digital trends (AI, Automation, Analytics).
3. Skills and Experience
Must Haves:
Education: Bachelor's or Master's in Accounting, Finance, or Business.
Experience: 5+ years in Accounting/Controllership or Management Consulting, with at least 3 years leading finance transformation or GBS/Shared Services transitions.
Technical Expertise: Deep proficiency in P2P, O2C, and R2R cycles; hands-on experience with SAP or major ERPs (NetSuite, Dynamics 365).
Digital Savvy: Proven track record of solving F&A challenges using technology-driven solutions (Automation, AI, Data Analytics).
Leadership: Exceptional stakeholder management skills and a history of developing high-performing consulting teams.
Nice to Haves:
Bilingual (English/Spanish).
Experience implementing RPA, BI, or Workflow tools.
Relevant Certifications: CPA, PMP, Scrum Master, or Six Sigma.
$67k-94k yearly est. 18h ago
LATAM Finance Control Senior Manager - Drive Financial Excellence
American President Lines 4.5
Portfolio manager job in Miami, FL
A global leader in shipping and logistics is seeking a Finance Control Senior Manager for the LATAM region. This role will oversee financial processes and ensure compliance with group standards. Key responsibilities include monitoring cost-effectiveness, managing audits, and developing finance teams. Ideal candidates possess a post-graduate degree in Finance, with significant experience in finance and external audit. Proficiency in English and Spanish, along with analytical skills, are essential for success.
#J-18808-Ljbffr
$70k-92k yearly est. 1d ago
Senior Manager, Wealth Tax - Trusts & Estates
Bpbcpa
Portfolio manager job in Fort Lauderdale, FL
A prominent accounting firm in Florida is seeking a Senior Manager of Tax Services for Private Wealth. This role involves advising high-net-worth individuals on complex fiduciary tax matters, leading engagements, and mentoring staff. Qualified candidates should have a Bachelor's degree, CPA, and at least eight years of experience in trust and estate taxation. Strong leadership and communication skills are essential. Benefit from a collaborative environment while expanding private client services.
#J-18808-Ljbffr
$64k-95k yearly est. 3d ago
Tax Manager
Super Recruiter LLC
Portfolio manager job in Miami, FL
Main Responsibilities
Lead the preparation and review of U.S. federal, state, and international tax filings for corporations and partnerships.
Manage ASC 740 tax provision calculations and ensure compliance with GAAP and other regulatory standards.
Conduct complex tax research, interpret evolving tax laws, and advise on implications for business operations.
Partner with cross-functional teams on tax planning strategies, M&A activity, and business structuring.
Represent the company during audits and manage communication with tax authorities.
Drive continuous process improvements in tax compliance, reporting, and internal controls.
Qualifications
6+ years of tax experience, ideally in public accounting and/or corporate tax departments.
Deep knowledge of U.S. federal and state income tax laws, GAAP, and ASC 740.
Experience with corporate, partnership, and/or international tax compliance and planning.
CPA or MST strongly preferred.
Strong research, documentation, and presentation skills.
Bachelor's degree in Accounting, Finance, or a related field.
#J-18808-Ljbffr
$71k-101k yearly est. 4d ago
Program & Portfolio Manager (Onsite)
Vitaver & Associates 3.4
Portfolio manager job in Juno Beach, FL
14390 -Program & PortfolioManager (onsite) - Juno Beach, FL Estimated Duration: 12 months with possible extensions Work Setting: 100% of the time at the Client's site. No telecommuting or remote work. This is a non-negotiable requirement from the client
Only candidates able to relocate as required should apply to avoid removal from future consideration.
Required:
• Availability to work 100% of the time at the Client's site in Juno Beach, FL (required);
• Project Management experience (5+ years)
• Project Forecasting experience
• Risk Management experience
• Experience with Jira
• Experience with Facilitation, Project Data Analysis, Confluence, Rich Filters, Excel, Apptio Cost Transparency
Preferred:
• PortfolioManagement experience
• Scaled Agile Framework experience
• Project Governance experience
• PMP
• Certified Scrum Master
• Certified Lean PortfolioManager
Responsibilities:
• Identify problem trends and generate alerts for project managers and solution managers to inform them of emerging risks or issues with their projects and portfolios.
• Train project leads and solution managers on our processes, tools, and best practices.
• Conduct monthly portfolio reviews with the Client's IT VP, solution managers, and project leads to examine projects at risk, facilitate project-data based strategic decisions, and create mitigation plans.
• Provide one-on-one support for project leads managing critical projects/programs.
• Updating project budget, actuals & forecast for IT funded projects.
• Following up on action items from Portfolio Reviews.
• Meet with each Solution group every month to review their alignment with the Project Governance standards and address any issues that may be preventing their alignment.
• Hold monthly office hours to train, educate and support Project Leads
Why apply?
• Gain experience with one of the world's largest solar and wind energy providers, which last year briefly became the most valued U.S. energy company;
• Work with a great team of professionals and learn newest technologies and approaches;
• Enjoy our Client's wonderful campus with top-notch facilities for work and recreation;
• Benefit from multiple projects extensions;
• Receive support and advice from Vitaver consultants who are already working at our Client's site;
• Get extra cash by participating in Vitaver Successful Completion Bonus Program;
• Always get paid in full and on time.
$69k-120k yearly est. 3d ago
Portfolio Manager
First Horizon Corp 3.9
Portfolio manager job in Fort Lauderdale, FL
Location: On site in Palm Beach, FL, Delray Beach, FL, Palm Beach, FL, Boca Raton, FL, or Fort Lauderdale, FL The PortfolioManager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Essential Duties and Responsibilities
* Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
* Partners with Relationship Managers to:
* Meet with current and prospective clients to understand the specific customer requirements and needs.
* Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
* Answer client questions; ensure all data is accurate for loan underwriting.
* Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
* Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
* Assist in the pricing and structure of new loans and renewals.
* Coordinates closing and booking events.
* Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
* Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
* Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
* Performs all other duties as assigned
Qualifications:
* Bachelor's degree in business, finance, accounting or equivalent work experience
* 2 years experience required; 2 - 4 years preferred
* Strong analytical abilities, credit underwriting skills
* Goal oriented, ability to take initiative using strong problem-solving skills
* Strong relationship building and interpersonal skills
* Accurate grammar, typing, and spelling skills
* Strong organizational skills
* Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook)
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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$78k-103k yearly est. 52d ago
Manager or Senior Manager, Tax - SALT Asset Management
KPMG 4.8
Portfolio manager job in Fort Lauderdale, FL
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Tax Manager or Senior Manager to join our State and Local Tax (SALT) practice.
Responsibilities:
Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance
Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience
Review information presented on state income tax returns before, during and after preparation
Build and manage client relationships, and supervise, mentor, and develop staff
Additional Responsibilities for Senior Manager:
* Oversee risk and financial performance of engagements including billing, collections, and project budgets
* Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice
Qualifications:
Minimum five years of recent experience preparing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues
Licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts
Ability to foster relationships both internally as well as with clients and desire to perform in a high-energy team environment
Exceptional writing, compliance, communication, management and tax research skills
Additional Qualifications for Senior Manager:
* Minimum eight years of recent experience
* Experience mentoring and counseling staff level team members
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
***********************************************************************
California Salary Range: $130900 - $284400
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$57k-82k yearly est. 7d ago
Commercial Banking Manager
Accenture 4.7
Portfolio manager job in Miami, FL
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ******************
We Are:
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
+ Industry experience within business, commercial, or corporate banking segments.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
+ Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
+ Source and coordinate work from other internal workforces.
+ Develop our next-generation Wholesale credit technology offerings.
+ Become a trusted advisor for C-suite clients looking to solve critical business problems.
+ Drive business development to originate new client opportunities.
+ Build your reputation as an industry thought leader.
+ Travel, as required, up to 80%.
Here's What You Need:
+ Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
+ Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfoliomanagement, trading) project management experience with relevant systems
+ A Bachelor's degree
Bonus Points If You Have:
+ Extensive transformation strategy or operating model design experience in commercial banking.
+ Launched new product offerings in the banking industry.
+ Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
+ Advanced degree or financial industry certification.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Demonstrated experience developing and managing relationships with senior client executives.
+ Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
+ Structured problem-solving and ability to simplify complex initiatives to improve execution.
+ Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS)
Professional Skills
+ Proven ability to operate within a collaborative environment.
+ Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
+ High energy level, focus, and ability to work well in demanding client environments.
+ Excellent communication (written and oral) and interpersonal skills.
+ Strong leadership, problem-solving, and decision-making abilities .
+ Unquestionable professional integrity, credibility, and character.
What's in it for you?
+ You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
+ At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
+ Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
+ You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (***********************************************************************
Equal Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
$100.5k-270.3k yearly 7d ago
Tax Manager
Cybercoders 4.3
Portfolio manager job in Hollywood, FL
We are a leading CPA firm providing specialized solutions across advisory, tax, accounting, and assurance services. Our mission is to provide clients and business associates with an excellent research-based work product that gives all involved entities the power to make informed and educated decisions. To provide business owners the power and confidence to grow their businesses strategically through tax savings and strategic investments. To create an atmosphere where all clients feel like family and we can celebrate their growth and our growth together.
What You Will Be Doing
As a Tax Manager, you will be responsible for providing tax advice and guidance to clients, preparing complex tax returns and analyzing financial information. You will be required to manage and review the work of junior tax staff, and identify any potential changes in tax regulations which may impact on clients.
-Preparing and reviewing business, individual and corporate tax returns
-Year end strategic tax planning
-Manage and mentor tax team
-Building customer relationships
-Financial statement reviewing
What You Need for this Position
- 5+ years experience preparing and reviewing individual, business, corporate tax returns
- Degree in accounting, law or similar master or advanced business degree
- Year-end tax planning and maintain client relationships
- Research tax and accounting regulations
- CPA or JD preferred
Benefits
PTO
Medical
Dental
Vision
401k
$70k-102k yearly est. 6d ago
LATAM Finance Control Senior Manager - Drive Financial Excellence
American President Lines 4.5
Portfolio manager job in Miami, FL
A global shipping and logistics company is seeking a Finance Control Senior Manager for the LATAM region. This role involves overseeing financial processes and ensuring compliance with internal controls. Responsibilities include monitoring cost-effectiveness and managing external audits. Candidates should have strong analytical and problem-solving skills, along with a postgraduate degree in finance and substantial experience in financial control and auditing. Fluency in English and Spanish is required, as well as proficiency in Microsoft Office. Expect a dynamic work environment focused on efficiency and team management.
#J-18808-Ljbffr
$70k-92k yearly est. 1d ago
Senior Analyst, Development & Investments
Foundry Commercial 4.2
Portfolio manager job in Boca Raton, FL
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas.
This is a great opportunity to develop the following:
Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities;
Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment;
Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it;
Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and
Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams.
Essential Job Functions:
Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc.
Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc.
Develop advanced financial models and analysis using Argus and MS Excel.
Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders.
Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations.
Execute the investment process, including underwriting, capitalization, due diligence, and closing.
Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements.
Aid on special projects and complete other duties as assigned.
Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”.
Education and Experience Requested:
Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred.
Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred.
Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures.
Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences.
Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving.
Relentless attention to detail with strong research, analytical and problem-solving skills.
Excellent organizational, interpersonal, and oral/written communication skills.
Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
Extremely high energy, fast-paced and driven to succeed.
$68k-116k yearly est. 60d+ ago
Portfolio Manager
First Horizon Corp 3.9
Portfolio manager job in Boca Raton, FL
Location: On site in Palm Beach, FL, Delray Beach, FL, Palm Beach, FL, Boca Raton, FL, or Fort Lauderdale, FL The PortfolioManager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Essential Duties and Responsibilities
* Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
* Partners with Relationship Managers to:
* Meet with current and prospective clients to understand the specific customer requirements and needs.
* Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
* Answer client questions; ensure all data is accurate for loan underwriting.
* Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
* Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
* Assist in the pricing and structure of new loans and renewals.
* Coordinates closing and booking events.
* Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
* Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
* Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
* Performs all other duties as assigned
Qualifications:
* Bachelor's degree in business, finance, accounting or equivalent work experience
* 2 years experience required; 2 - 4 years preferred
* Strong analytical abilities, credit underwriting skills
* Goal oriented, ability to take initiative using strong problem-solving skills
* Strong relationship building and interpersonal skills
* Accurate grammar, typing, and spelling skills
* Strong organizational skills
* Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook)
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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How much does a portfolio manager earn in Delray Beach, FL?
The average portfolio manager in Delray Beach, FL earns between $51,000 and $151,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Delray Beach, FL
$88,000
What are the biggest employers of Portfolio Managers in Delray Beach, FL?
The biggest employers of Portfolio Managers in Delray Beach, FL are: