Job Title: PortfolioManager
Salary: $90,000-$125,000 plus bonus potential and benefits
Skills: PortfolioManagement, Property Operations, Residential Property Management, Lease Administration, Financial Oversight
About the Real Estate Company / The Opportunity:
Are you a dynamic real estate professional seeking a leadership opportunity in residential portfoliomanagement? Our client is a respected leader in the Real Estate industry, specializing in multi-family and residential housing communities across the country. As a PortfolioManager, you will drive operational excellence, team development, and financial strategy for a diverse portfolio of properties-all while working remotely. This is an exciting opportunity to influence growth, champion standards of resident satisfaction, and deliver superior results in a collaborative, mission-driven environment.
Responsibilities:
Oversee on-site operations for a portfolio of residential communities from a corporate perspective, ensuring adherence to property management agreements and company standards.
Directly manage and mentor Community Managers, guiding professional development, performance management, and operational execution.
Lead onboarding, training, and continued support for new on-site leadership team members to ensure successful transitions and high performance.
Own financial components of site operations, including payroll, budgeting, accounts receivable, and expense management.
Plan, coordinate, and oversee community TURN processes, including vendor management, scheduling, and invoicing.
Conduct regular group calls with on-site teams, providing strategic direction and ensuring operational objectives are met.
Drive team member engagement and retention through effective staffing practices and positive recognition in line with company culture.
Prepare, analyze, and communicate periodic performance reports to stakeholders, including annual budgets and business strategies.
Maintain strong client relationships, leading calls, providing updates, and coordinating investor/owner communications.
Perform community inspections and ensure delivery of quality leasing, maintenance operations, and brand promises.
Must-Have Skills:
Bachelor's degree required.
3+ years of relevant industry experience in property or portfoliomanagement.
Demonstrated experience developing and maintaining client relationships.
Strong leadership and motivation skills with a background in direct report supervision.
Excellent analytical, organizational, and time management abilities.
Proficiency in budget preparation, financial oversight, and property operations.
Ability to meet strict deadlines, problem-solve, and drive operational improvements.
Professional written and verbal communication skills.
Nice-to-Have Skills:
Experience with multi-site or multi-family property management.
Knowledge of current trends in community housing markets and new development.
Familiarity with lease administration and compliance practices.
Advanced knowledge of real estate operations and market cycles.
Commitment to diversity, equity, and inclusion within organizational culture.
Positive attitude and exceptional interpersonal skills.
Experience in business development activities, contract negotiations, and investor relations.
$90k-125k yearly 2d ago
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Underwriting Portfolio Manager - Denver, CO (In Office)
Banktalent HQ
Portfolio manager job in Denver, CO
At Zions Bancorporation, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
We're looking for an Underwriting PortfolioManager to join our Commercial Lending Services team in Denver, CO.
The successful Commercial PortfolioManager will have experience servicing, developing, and retaining new and existing C&I clients in the Houston market and surrounding communities.
Essential Functions:
* Responsible for preparing credit presentations for new and renewal loan requests, analyzing and spreading financial statements, addressing industry risks, collateral requirements, loan structuring and pricing, credit analysis, and monitoring credit performance.
* Managing of covenants, credit risk grades, past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, various reports, etc.
* Serves as a secondary point of contact for client relationships.
* Responsible for helping expand, build and maintain client relationships, providing the highest level of customer service.
* Perform other duties as required.
Qualifications:
* Typically requires a bachelor's degree in Business, Finance or a related field and 4+ years' experience with commercial or corporate loans, spreading financial statements, or other directly related experience.
* An equivalent combination of education and experience may meet qualifications.
* Local candidates strongly preferred.
* Knowledge of commercial C&I or corporate loans, credit and/or related lending processes and procedures is required.
* Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.
* Good oral and written communication skills internally and externally to assist with creating the loan presentations and with seeking approval of loan requests.
* Analytical skills needed for lease approvals, credit analysis and underwriting. Good organizational and problem resolution skills.
* PC skills required. Other duties as assigned
Salary range for this position is between $88,688 to $130,075 depending on experience.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
$88.7k-130.1k yearly 5d ago
Transportation Asset Manager
Aecom 4.6
Portfolio manager job in Denver, CO
Work with Us. Change the World.
At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations.
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.
We're one global team driven by our common purpose to deliver a better world. Join us.
Job Description
AECOM are seeking a qualified and experienced Transportation Asset Manager to support the development and implementation of Transportation Asset Management Plans (TAMPs) for State Departments of Transportation. This role requires a strong engineering background, deep knowledge of transportation infrastructure, and familiarity with federal asset management requirements under MAP-21 and the FAST Act.
The successful candidate will play a key role in helping DOTs manage transportation assets strategically, improve performance outcomes, and ensure long-term sustainability of infrastructure investments.
If your desired office location is not listed, and you are qualified and interested, please apply for further discussion.
Key Responsibilities:
Lead or contribute to the development of federally-compliant TAMPs for state DOTs.
Conduct engineering analysis of transportation assets including pavements, bridges, and ancillary infrastructure.
Evaluate asset condition data and develop performance targets and investment strategies.
Collaborate with DOT staff, consultants, and stakeholders to align asset management practices with agency goals.
Prepare technical documentation, reports, and presentations for internal and external audiences.
Support risk management, lifecycle cost analysis, and financial planning activities.
Stay current with FHWA regulations, engineering standards, and asset management technologies.
Qualifications
Required Qualifications:
* BA/BS and 6 years of relevant experience demonstrated equivalency of experience and/or education
Preferred Qualifications:
Master's degree in Civil Engineering, Transportation Systems, or Infrastructure Management.
Professional Engineer (PE) license
Certification in asset management (e.g., IAM, ISO 55000, CAMA).
Experience with GIS, data visualization, and transportation modeling software.
Familiarity with state DOT operations, funding mechanisms, and capital planning
Minimum of 5 years of experience in transportation asset management, with direct involvement in developing or contributing to TAMPs for state DOTs.
Strong understanding of FHWA TAMP requirements and performance-based planning.
Proficiency in asset management systems (e.g., AgileAssets, Deighton, AASHTOWare) and engineering analysis tools.
Excellent written and verbal communication skills.
Additional Information
About AECOM
AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. Depending on your employment status, AECOM benefits may include medical, dental, vision, life, AD&D, disability benefits, paid time off, leaves of absences, voluntary benefits, perks, flexible work options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan.
AECOM is the global infrastructure leader, committed to delivering a better world. As a trusted professional services firm powered by deep technical abilities, we solve our clients' complex challenges in water, environment, energy, transportation and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient solutions throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. AECOM is a Fortune 500 firm that had revenue of $16.1 billion in fiscal year 2024. Learn more at aecom.com.
What makes AECOM a great place to work
You will be part of a global team that champions your growth and career ambitions. Work on groundbreaking projects - both in your local community and on a global scale - that are transforming our industry and shaping the future. With cutting-edge technology and a network of experts, you'll have the resources to make a real impact. Our award-winning training and development programs are designed to expand your technical expertise and leadership skills, helping you build the career you've always envisioned. Here, you'll find a welcoming workplace built on respect, collaboration and community-where you have the freedom to grow in a world of opportunity.
As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.
$62k-85k yearly est. 6d ago
Tax Senor Manager or Director
Solid Rock Recruiting LLC
Portfolio manager job in Denver, CO
Join a Premier Advisory Firm Serving High-Net-Worth Clients
We're partnering with a top-tier advisory firm that works closely with high-net-worth individuals and families-many of whom span multiple generations and have their own Family Offices. These clients count on the team for smart, forward-thinking strategies around income tax, estate planning, charitable giving, and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country.
About the Role
This is a great opportunity for an experienced Tax Senior Manager or Director who's ready to move beyond compliance and into a more advisory-focused role. You\'ll work with sophisticated clients, tackle complex planning structures, and be part of a highly respected team. The position offers flexibility-remote, hybrid, or onsite arrangements are all possible.
What You'll Do
Be a trusted advisor to high-net-worth clients and family offices
Offer proactive guidance and custom planning solutions
Lead teams on tax returns, financial statements, and related deliverables
Oversee quality control and provide final reviews
Juggle multiple client relationships and special projects
Coach and mentor junior team members
Support business development efforts-think proposals, meetings, and collaborations
Stay sharp on tax law changes and industry trends
What We're Looking For
Must-Haves
Bachelor's in Accounting (or similar field)
CPA or equivalent certification
6+ years of tax/advisory experience
3+ years in a supervisory or leadership role
Excellent communication and interpersonal skills
Comfort with modern tax and accounting software
Willingness to travel if needed
Nice-to-Haves
Master's in Taxation or Accounting
Experience working with high-net-worth clients, trusts, or Family Offices
Open to hybrid work (ideally 3+ days per week in the office or at client sites)
Perks & Compensation
Remote or Hybrid
Competitive salary: $140K-$160K depending on your background
Full benefits: medical, dental, life, disability, 401(k) match, FSA/HSA, and more
Generous PTO, holidays, and sick leave
Support for continuing education, CPA exam, and employee referrals
If you're looking for a role where you can make an impact, build long-term relationships, and grow your expertise with a collaborative and respected team-we'd love to hear from you.
📩 Apply today by sending your resume to steve@solidrockrecruiting.com or connect with me to learn more! Direct Phone: 605-273-2108
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$140k-160k yearly 1d ago
Sr. Investor Reporting Analyst
Cornerstone Capital Bank 3.3
Portfolio manager job in Englewood, CO
Who we are:
Cornerstone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisfaction, employee retention and happiness! We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions.
We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
Who we are looking for:
Cornerstone Servicing is seeking an experienced Sr. Investor Services Associate to join our team in Englewood, CO. This position will prepare investor reporting for various types of investors and remittance types ranging from private actual/actual deals to more complex private securities and oversight of agency portfolio.
Salary: $70-90k
Location: Onsite daily in Houston, TX
Key Responsibilities:
Prepare, review, and submit monthly investor reports, remittances, and custodial account reconciliations.
Ensure compliance with investor guidelines, pooling and servicing agreements (PSAs), and contractual requirements
Ensure servicing system and reports are in balance and monitor cash movement and advancement requirements.
Coordinate loan movement and cash settlement activity between the Loan Boarding/Service Transfer group, and the sellers
Perform complex cash, principal, interest, escrow, corporate advance, and custodial reconciliations.
Investigate and resolve investor reporting discrepancies, shortages, overages, and system exceptions.
Act as a primary point of contact for investor inquiries, audits, and exception resolution.
Provide training, guidance, and mentorship to junior analysts.
Complete special projects as assigned by Manager
What you'll need to be successful:
Bachelor's degree in Accounting/Finance or equivalent work experience
Minimum 3-5 years of professional accounting experience in a mortgage environment
CPA preferred
Strong analytical reasoning, problem solving and critical thinking skills
Effective verbal and written communicator
Must be well organized with attention to detail
Excellent interpersonal and relationship building skills
Quick learner and adaptable to constant change
Minimum 2 years of experience using Microsoft Office Suite (Word, Excel, Outlook, etc.)
What we offer:
Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.
What to do next:
If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$70k-90k yearly 6d ago
Senior Tax Manager - Lead Advisory, Flexible Schedule
Baker Tilly International 4.6
Portfolio manager job in Denver, CO
A leading CPA advisory firm in Denver is looking for a Tax Senior Manager to deliver tax advisory and compliance services to middle market clients. This role involves managing client relationships, mentoring staff, and providing expert guidance on complex tax matters. Candidates should possess a bachelor's degree in accounting or law, a CPA or JD, and over eight years of experience in tax compliance. Competitive salary and flexible work arrangements offered.
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$79k-108k yearly est. 3d ago
Branch Manager
Westland Distributing
Portfolio manager job in Denver, CO
Westland Distributing is a well-established wholesale distribution company and leader in the Manufactured Home parts industry. We are currently looking for a Branch Manager in our Denver, CO Branch to drive profitable sales growth and help us establish market dominance through ensuring consistent execution and providing excellent customer service.
This is a hands-on role, requiring well rounded leadership skills and an ability to effectively manage sales, logistics and service. As the site owner, the Branch Manager is ready and willing to do every job in the building, and will find success through developing people, optimizing processes, strengthening relationships with customers and finding new ways to win.
The ideal candidate is hungry, has a passion for fostering a high-performance culture, and shares our core values of prioritizing relationships, taking ownership, being positive and getting results. We offer a fun and friendly business environment, competitive wages, performance incentives, health benefits, vacation, sick leave and 401K.
General Job Duties / Responsibilities
Responsible for all aspects of the daily operation of a warehousing and distribution business including Sales, Customer Service, Warehouse Operations, Shipping and Receiving and Inventory Management
Provide leadership, oversight and escalation management for all functions while maintaining a strong focus on customer satisfaction and profitability
Establish a team culture of collaboration, accountability, and customer orientation
Hire, coach and develop, and manage a team of 10 to 15 employees, with a focus on maximum employee engagement
Maintain the personal ability to execute the key functions associated with every role in the building
Develop and implement strategies to grow sales both within existing customer base and through new customer acquisition, in partnership with the Territory Sales Manager
Ensure efficient ongoing warehouse operations with a focus on inventory accuracy and on-time, on budget customer delivery
Become proficient in all technologies required to operate the business
Keep up to date with industry and local market trends, capitalizing on opportunities with new and existing products that will benefit our customers while driving sales
Maintain expert level product knowledge in order to market, sell and fulfill our entire line of products effectively
Complete special projects as needed
Requirements
5+ years of site or business unit level management experience required; distribution experience strongly preferred
3+ years of responsibility for sales or P&L performance
College degree preferred but not required
Experience in construction, building materials or parts sales a plus
Experience leveraging performance related data to make business decisions
Outgoing relationship builder who quickly and easily connects with people
Excellent written and verbal communication skills
Highly organized with strong attention to detail and time management skills
Proficient in Microsoft Office suite; become proficient in ERP and fulfillment software
Strong work ethic with a desire to leave things better than you found them
Solution oriented with a positive, can-do attitude
To learn more about our company please visit us at: *********************************
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$42k-60k yearly est. 2d ago
Tax Manager
Eide Bailly 4.4
Portfolio manager job in Boulder, CO
Work Arrangement: In-office
Typical Day in the Life
A typical day as a Tax Manager might include the following:
Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entities and industries.
Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects.
Looking at tax situations from various angles to ensure the maximum tax benefit is applied.
Developing solutions and communicating those solutions to the engagement team and client.
Manages client relationships by monitoring client needs and building value into professional service.
Participates in the area of business development.
May assist with client billings to ensure they reflect work performed.
Supervises and delegates duties to Associate and Senior Associate level staff.
Who You Are
You have Bachelor's degree in Accounting.
You have CPA license or Enrolled Agent (EA) certification.
You have 5-7 years of tax experience within public accounting.
You have extensive knowledge of tax accounting principles and IRS regulations.
You actively stay up-to-date on the ever-changing tax industry's regulations and policies.
You are a self-starter who enjoys working independently and in a team environment.
You are able to focus on complex tasks and will quickly understand the firm's comprehensive compliance processes.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Culture at Eide Bailly
Integrity. Meaningful Relationships. People. Authenticity. Trust. That's how we work.
Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. Our people are the foundation for our success. People join Eide Bailly for the opportunities and stay because of the culture. We're focused on building a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your growth and success, and benefits that put you and your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation
$100,000 - $135,000. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook,Twitter,Instagram,LinkedInor our About Uspage.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
#LI-AH1
$100k-135k yearly 2d ago
Portfolio Manager
Switchboard 2.7
Portfolio manager job in Denver, CO
Switchboard is seeking a PortfolioManager on behalf of our client, Elevations Credit Union. In this role, you'll manage the ongoing needs of existing commercial loans-renewals, annual reviews, documentation, financial updates, and member follow-up-to keep the portfolio accurate, compliant, and moving smoothly. If you're organized, detail-oriented, and experienced in commercial lending or credit processes we want to hear from you.
Responsibilities
Prepare and manage renewals, extensions, and limited change-in-terms work for existing commercial loans.
Conduct annual and periodic credit reviews (e.g., loans > $2M) and update risk ratings and review documentation.
Collect, organize, and validate updated financial statements, tax returns, rent rolls, and other required documents from members; initiate member outreach as needed.
Support construction loan administration and draw management; manage the renewals/extensions common to consumer construction loans.
Perform post-close file review to confirm documentation aligns with approvals and loan closings.
Maintain loan accuracy by managing ticklers, covenant items, renewal dates, and documentation deadlines.
Prepare renewal/review package materials and change-in-terms documentation for lenders and underwriting; collaborate with lenders and credit analysts on required follow-up.
Coordinate with underwriting, credit analysts, loan operations, and business operations to resolve documentation or compliance issues.
Requirements
4+ years of experience in commercial lending, credit analysis, or related banking/credit roles (community bank or credit union experience preferred).
Solid understanding of commercial loan documentation and underwriting fundamentals.
Experience with commercial real estate and construction lending, including renewals and extensions.
Strong organizational skills, attention to detail, and ability to manage multiple renewal/review deadlines.
Comfortable contacting members to request documents and explain requirements; strong written and verbal communication skills.
Proficiency with loan systems and willingness to adopt a new loan origination / management system
Bachelor's degree in Finance, Economics, Business Administration, or related field
Benefits
Base salary range: $93,000 - $140,000 + bonus
Hybrid work schedule: 2-3 days per week at Elevations' Broomfield Basecamp; occasional regional travel across Northern Colorado as needed.
4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
Up to a 4% match on 401(k) contributions
Up to twelve weeks of fully paid parental leave
An extensive Employee Assistance Program that provides personalized care options for your whole household
Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year
$62k-106k yearly est. Auto-Apply 60d ago
Portfolio Manager
Inbank
Portfolio manager job in Greenwood Village, CO
SUMMARY OF JOB: Collect, compile, and analyze credit information for PortfolioManagers, Bankers, and Credit Administration to facilitate portfolio monitoring and lending decisions for commercial credit requests (C&I, Real Estate, Agricultural, Construction, Private Banking, SBA, etc.) for both existing and prospective customers. Will work closely with Customers, Bankers, PortfolioManagers and Credit Administration to review customer accounts and portfolios in order to identify, evaluate, and determine the appropriate course of action in order to maximize credit quality and minimize risk and potential loss to the Bank.
ESSENTIAL JOB RESPONSIBILITES:
* Conduct credit and statistical analyses for C&I, Real Estate, Agricultural, Construction, Private Banking, SBA and other commercial requests. Analyze output to include spreads, cash flows, and credit displays with accurate, thorough and thoughtful documentation. In addition, assist in completing covenant tests, portfolio monitoring, and annual reviews.
* Organize, analyze, and summarize financial statements, cash flow data, tax returns, appraisals, rent rolls/tenant leases, collateral support, Borrower/Guarantor credit histories and other related materials in process of analyzing credit requests. Identify key credit risks and mitigating factors and provide a summary of credit-worthiness and risk involved of client and transaction.
* Collect and compile pertinent credit data to prepare financial spreads, cash flows and credit displays. Assist Bankers and Loan Assistants with ongoing portfolio monitoring (financial reporting, loan covenants, annual reviews, etc.) of Customers' financial performance based on existing Bank polices and loan agreements. Manage loan renewal and credit exceptions.
* Calculate pertinent financial ratios appropriate for transactions and other financial data as appropriate.
* Collaborate with Bankers on joint calls with existing and potential customers to better understand lending deal and make appropriate recommendations.
* Maintain current knowledge and follow all bank financial and security regulations and procedures.
* Embody, embrace, and demonstrate InBank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity.
* Other duties as assigned
SPECIFIC DUTIES AND RESPONSIBILITIES:
Customer Service: Ability to work effectively with both internal and external contacts.
Financial: Proficient knowledge of commercial banking, economics, accounting, and finance
Administrative Duties: Not Applicable
Autonomy: Discretion for recognizing and minimizing risk to the bank.
Employees Supervised: Not Applicable
Budget Responsibility: Not Applicable
Education:
* High School Diploma; College Degree Preferred
Work Experience:
* 2+ years of experience in credit analysis and/or lending activities 4-5 years of retail experience. SBA experience preferred.
Supervisory Experience:
* Not Applicable
Licenses/Accreditations:
* None required
Computer Skills:
* Intermediate skills with Microsoft Office Suite, Analysis Software (Moody's, MetroStudy)
Other Requirements:
* Proficient working knowledge of financial and spread analysis, credit, lending, and underwriting processes and principles.
* Proficient working knowledge of credit risk and relationship manager teams.
* Solid internal and external relationship and communication skills - both verbal and written.
* Strong organizational skills and ability to multi-task efficiently and accurately in a production-oriented environment.
* Ability to make sound decisions and recommendations regarding credit risk (quality, structure, etc.).
* Ability to think critically, operating independently, and take accountability.
* Occasional travel may be required for meetings/trainings.
* Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, and operating a telephone.
Preferred Skills/ Experience:
* Critical thinking and problem solving.
* Strong attention to detail and accuracy; professional and courteous communication skills.
* Ability to effectively communicate between key internal business partners.
$58k-108k yearly est. 3d ago
Portfolio Manager
Switchboard Hiring
Portfolio manager job in Broomfield, CO
Job Description
Switchboard is seeking a PortfolioManager on behalf of our client, Elevations Credit Union. In this role, you'll manage the ongoing needs of existing commercial loans-renewals, annual reviews, documentation, financial updates, and member follow-up-to keep the portfolio accurate, compliant, and moving smoothly. If you're organized, detail-oriented, and experienced in commercial lending or credit processes we want to hear from you.
Responsibilities
Prepare and manage renewals, extensions, and limited change-in-terms work for existing commercial loans.
Conduct annual and periodic credit reviews (e.g., loans > $2M) and update risk ratings and review documentation.
Collect, organize, and validate updated financial statements, tax returns, rent rolls, and other required documents from members; initiate member outreach as needed.
Support construction loan administration and draw management; manage the renewals/extensions common to consumer construction loans.
Perform post-close file review to confirm documentation aligns with approvals and loan closings.
Maintain loan accuracy by managing ticklers, covenant items, renewal dates, and documentation deadlines.
Prepare renewal/review package materials and change-in-terms documentation for lenders and underwriting; collaborate with lenders and credit analysts on required follow-up.
Coordinate with underwriting, credit analysts, loan operations, and business operations to resolve documentation or compliance issues.
Requirements
4+ years of experience in commercial lending, credit analysis, or related banking/credit roles (community bank or credit union experience preferred).
Solid understanding of commercial loan documentation and underwriting fundamentals.
Experience with commercial real estate and construction lending, including renewals and extensions.
Strong organizational skills, attention to detail, and ability to manage multiple renewal/review deadlines.
Comfortable contacting members to request documents and explain requirements; strong written and verbal communication skills.
Proficiency with loan systems and willingness to adopt a new loan origination / management system
Bachelor's degree in Finance, Economics, Business Administration, or related field
Benefits
Base salary range: $93,000 - $140,000 + bonus
Hybrid work schedule: 2-3 days per week at Elevations' Broomfield Basecamp; occasional regional travel across Northern Colorado as needed.
4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
Up to a 4% match on 401(k) contributions
Up to twelve weeks of fully paid parental leave
An extensive Employee Assistance Program that provides personalized care options for your whole household
Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year
$58k-107k yearly est. 1d ago
Network Site Investments Manager
Meta Platforms, Inc. 4.8
Portfolio manager job in Denver, CO
The Network Site Investments Manager will act as the primary contact for product and services sourcing focusing on the Colocation business with the Facebook supply base. Sourcing activities will include but not be limited to identification of product and service availability and options, developing and setting a negotiation and sourcing strategy, partnering with Meta Network Engineering to develop a business and technology roadmap for the Meta Backbone Network and driving strategic sourcing decisions on a global basis. The Network Site Investments Manager will lead and support the development, implementation and management of global strategies to provide the Meta production network with best-in-class cost, optimal flexibility, and unmatched delivery and availability performance. Working closely with the Network Engineering Team, the Network Site Investments Manager will communicate and implement strategies, contracts and pricing with an overall focus on maintaining long term partner relationships and managing total costs of ownership to a minimum.
Minimum Qualifications
* Bachelor's degree in Computer Science, Computer Engineering, relevant technical field, or equivalent practical experience
* Bachelor's Degree in an Engineering or Business related field or equivalent, plus at least 6 years of relevant experience in the colocation industry
* At least 5 years of Sourcing or Partner Management experience in Network related products and services
* Knowledge of purchasing, and supply chain processes, with analytical and results focused approach
* Experience in Colocation business, overall Colocation market and associated performance and cost models
* Product knowledge among industry sectors Content Delivery Networks, Backbone Networks and IP Services, their operation and associated performance and cost models
* Willing to travel about 25% of the time and work across various time zones
Responsibilities
* Contract Strategy and Execution: Lead the business negotiation process with internal partners and supplier. Own closure on contract. Develop negotiation approach, fallback positions, acceptable terms and conditions through to closure
* RFx Services: Own and lead the supplier interface for all RFI, RFP and RFQ services. Partner with appropriate internal stakeholders. Present RFx results to evaluation team and drive the closure of a sourcing decision
* SLA Performance: Measure, manage and improve supplier actual performance against negotiated SLA
* Competitive Benchmarking: Identify key benchmark suppliers in RFx efforts. Partner to identify evaluation criterion and provide relevant data back to internal Meta team
* Cost Modeling: Own and provide industry and actual unit and service cost data which feeds into TCO and RFx. Drive continual improvement of productivity
* Technology Roadmap: Partner with Meta Network Engineering to coordinate suppliers and review supplier technology and services roadmaps
* Preferred Supplier Management: Identify, qualify and formalize which suppliers are Meta's preferred supplier list. Partner with internal stakeholders to ensure alignment. Guide business to PSL
* On time Delivery: Measure, report and action to improve delivery performance
* Ongoing Cost Productivity: Measure, report and action cost productivity as a function of market pricing
* Scorecard Management: Lead measuring supplier performance, root causing issues, and driving improved performance. Own all aspects of supplier performance
About Meta
Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics.
Equal Employment Opportunity
Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here.
Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.
$140k-193k yearly est. 39d ago
Commercial Portfolio Manager II
South State Bank
Portfolio manager job in Loveland, CO
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Commercial PortfolioManager II supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial and CRE) providing quality underwriting, sound portfoliomanagement and superior client service.
ESSENTIAL FUNCTIONS
* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going PortfolioManagement activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures
* Completes industry research, as needed, supporting existing and new Customers to the Bank
* Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation.
* Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool)
* Guides the loan request through the Credit Approval Process and insures that structure meets the needs of the client and the operating objectives of the Bank
* Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures
* Monitors and services the large commercial loan portfolios of the supported Commercial Bankers through quality portfoliomanagement work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing
* Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available.
* Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank
* Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review
* Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested
* Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.)
* Undertakes special projects related to job function as determined by Credit Administration Leadership
* Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank
* Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans.
* As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management
* Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations.
* Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace.
* Stays abreast of products and services the Bank is providing.
* Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws.
* Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
* Excellent interpersonal skills
* Proficient in Microsoft Excel and Word
* Strong organization skills
* High attention to detail
* Cooperative and willing to assist coworkers and customers on a regular basis
* Effective listening skills demonstrated by the ability to listen to others talk (without interruption),
understand them, and then propose solutions or make contributions based on the points made by others
* Possesses multi-tasking skills and be able to function well under pressure
* Ability to remain composed under pressure and respond to customer and coworker concerns regularly
* Patience and willingness to help others in solving problems while maintaining a positive attitude
Qualifications, Education, and Certification Requirements
* Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience
* Experience: Minimum of 4-6 years of experience in credit analysis, commercial banking, business banking with at least 2 years of specific portfoliomanagement and/or underwriting experience. Familiarity with loan structuring and loan documentation is required.
* Certifications/Specific Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training; New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching.
WORK ENVIRONMENT
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. Travel may be required to come to meetings as needed.
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $74,400.00 - $118,848.00 , actual offers to be determined based on applicant's skills, experience and education.
While the anticipated deadline for the job posting is 02-14-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Work Location: 303 E. Mountain Ave. Fort Collins, Colorado 80524
Equal Opportunity Employer, including disabled/veterans.
$74.4k-118.8k yearly 4d ago
Portfolio Investment Manager, US
Lightsource Bp 3.6
Portfolio manager job in Denver, CO
Join Us in Driving the Energy Transition We are Lightsource bp, and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade, we've been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions. Our large-scale solar and energy storage projects help deliver affordable, reliable power while supporting global decarbonisation.
Fully acquired by bp in 2024, Lightsource bp operates under a capital-light model, partnering extensively with third-party debt, structured financing, tax equity, and common equity to bring projects to life.
Our people and projects are at the heart of what we do-and now, we're looking for your expertise to help us grow our US portfolio.
About the Investment Management Team
Our Investment Management (IM) Team acts as the primary liaison with capital providers once financing transactions close, overseeing the relationship from daily reporting to commercial interaction until exit.
We coordinate across LSbp teams-Structured Finance, Asset Management, Finance, Power Marketing, Legal, and more-to ensure projects deliver strong operational and financial performance.
The team is organized into three verticals:
* PortfolioManagement
* Valuation & Financial Modelling
* Insurance
You'll join our PortfolioManagement Team, currently based in Europe and Sydney, but with growing presence in the US to support our expanding portfolio.
The Role
As a US Portfolio Investment Manager / Senior Portfolio Investment Manager, you will be the "eyes and ears" of the IM Team for the portfolios you manage, acting as the day-to-day contact for capital providers (debt institutions and equity partners).
You'll work closely with a US-based Commercial Investment Director and Valuation team, ensuring covenant compliance, accurate debt servicing, optimized cash distributions, and proactive portfolio performance tracking.
Key responsibilities include:
* Managing relationships with capital providers, ensuring timely covenant reporting and responses to waiver/approval requests
* Overseeing debt service payments, letters of credit, and ancillary facilities
* Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models
* Identifying areas for commercial and financial optimisation
* Collaborating with LSbp teams on legal documentation, M&A activities, and refinancing initiatives
* Contributing to cross-portfolio initiatives and sharing best practices globally
Who We're Looking For
Essential qualifications & experience:
* Minimum 4 years of experience in project finance documentation, reporting, or covenant management
* Engagement with capital providers in a portfoliomanagement capacity (financial institution or sponsor)
* Strong financial and accounting skills, with ability to interpret P&L, cash flow, and balance sheets
* Experience working in complex, matrix-style, multinational environments
* Bachelor's degree in Engineering, Business, Finance, or a related field
Preferred experience:
* Financial modelling skills in project-related or investment environments
* Direct involvement with budgets, forecasts, and operational asset portfolios
* Collaboration with legal teams on commercial documentation
Personal qualities:
* Analytical and detail-oriented, with strong planning and organisational skills
* Excellent written and verbal communication skills
* Self-motivated, collaborative, and able to manage diverse stakeholder relationships
We Offer
* Competitive compensation: $140,000 to $160,000 annually plus a 20% annual bonus
* Health, dental, prescription, and vision care for US team members starting your first day of employment with zero premiums for employee-only coverage
* Retention bonuses
* Four weeks of vacation and three weeks of sick leave annually plus 11 paid holidays
* 401(k) plan, with a 3% nonelective employer contribution
* Hybrid working environment (Tuesday-Thursday in office, Monday & Friday remote)
* Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150
* Lifestyle Savings Account and more!
Why You'll Want to Work With Us
Our company is a place where you can be yourself and grow-a place where your ideas and opinions matter.
Be you: We pride ourselves on being an inclusive community, where every individual is valued and treated with respect.
Be responsible: Our culture is driven by our core values-from operating safely to ensuring our solar projects are responsible and promote biodiversity.
Be recognized: Alongside competitive pay, we offer annual bonus opportunities, retention incentives, health insurance, retirement contributions, and other local benefits.
Be inspired: Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems, and biodiversity worldwide.
Our core values: Safety, Integrity, Respect, Sustainability, and Drive guide everything we do, shaping meaningful low‑carbon energy projects that create a sustainable future.
We are an equal opportunity employer and value diversity at our company.
We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status, or disability status.Individuals with disabilities may request reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in interviews, etc.). To request an accommodation, please contact us during the recruitment process.
Nearest Major Market: Austin
$140k-160k yearly 18d ago
Portfolio Manager
Focus Mission Foundation
Portfolio manager job in Golden, CO
Hours: Full Time
The FOCUS Mission Foundation exists to support the work of FOCUS. FOCUS is a Catholic collegiate outreach whose mission is to share the hope and joy of the gospel to college and university students. Trained in Church teaching, prayer, sacred Scripture, evangelization and discipleship, FOCUS missionaries encounter students in friendship where they are, inviting them into a personal relationship with Jesus Christ and accompanying them as they pursue lives of virtue and excellence. Through Bible studies, outreach events, mission trips and one-on-one discipleship, missionaries inspire and build up students in the faith, sending them out to spread the good news and to live out the Great Commission: Go, therefore, and make disciples of all nations (Mt. 28:19).
Position Mission
Under the direction of the Director of Prospect Development, the PortfolioManager will have a crucial role in the success of FOCUS' Mission Development efforts. They will ensure the successful execution of individual action plans for principal gift prospects, prepare analysis for portfolio review sessions and key benefactor reviews, and ensure high quality touchpoints for all assigned major benefactors. Our chances of success depend on the strength of our relationships with supporters and potential supporters, which is only done with excellence when a good plan is executed and results are analyzed regularly. Thus, the role of the PortfolioManager will be crucial to FOCUS' efforts to raise the necessary funds to bring the Gospel to the world.
Position Responsibilities:
Prospect Management
Have at least one weekly meeting with your area director/VP to
For the assigned region or principal officer, manage prospect assignments, ensuring the right benefactors are being assigned/unassigned and then engaged with the appropriate frequency
o Assist Area Director of Philanthropy in constructing individual action plans for top benefactors in each region
o Manage and drive action plans to ensure all benefactors have increased engagement and are brought closer to Christ and the mission of FOCUS
Work with Director of VIP and Benefactor Engagement to identify opportunities for Key Volunteers to assist with assigned prospects
Portfolio Metrics
Analyze movement of prospects towards qualification and solicitation Assist & drive regular portfolio review sessions, ensuring good prospect penetration and qualification/disqualification of all assigned benefactors
Assist & drive regular portfolio review sessions, ensuring good prospect penetration and qualification/disqualification of all assigned benefactor
Operations
Responsible for assisting all area officers with CRM and technology related questions
Ensure all prospect data (opportunities, call reports, prospect status and classification updates, etc.) is accurate and up to date for area benefactors, with more hands-on attention paid to the top 100 benefactors
Work with Sr. Manager of Events to collaborate and execute on relevant local events (curating prospect/invite lists, assisting in RSVP process, uploading event information to CRM)
Work with Communications Manager to ensure proper and pointed communication plans are being followed for assigned benefactors (included/excluded for direct response pieces, quarterly "On Mission" newsletters, etc.)
Work with MD Communications team as needed to gather relevant information to share with benefactors upon request
As a liaison to the Stewardship Coordinator, help hold officers in the region accountable for timely acknowledgment of gifts, stewardship reports, and monthly pledge reminders to ensure that benefactors feel stewarded beyond their expectations (personal and creative touchpoints). Perform quick research as needed on benefactors; otherwise, work with Sr. Researcher for in-depth research
Qualifications
A practicing Catholic or Christian in good standing with the Catholic Church. There is no other background, qualification, or experience that can substitute for this requirement
· 3+ years of experience working in fundraising/philanthropy
· Strong computer skills
· Proficient knowledge of at least one CRM tool
· Proficient knowledge of Excel highly desired
Compensation & Benefits
For this role, we anticipate paying $60,000 - $70,000/year. (This role is also eligible for bonus pay.) This range is an estimate. The actual amount may be higher or lower than the provided range and will be adjusted based on various factors including qualifications, experience, abilities, geographic location, and duties.
As a FOCUS Mission Foundation staff member, you and your family will have access to several benefits that are designed to help care for the whole person and make your career with us rewarding. You will receive:
Medical, Vision and Dental insurance
Ability to contribute to a Health Savings Account
Employer-provided life insurance
Long-term disability insurance
Option to purchase additional life insurance for yourself, your spouse and your child(ren)
403(b) retirement plan with a discretionary employer-match for eligible staff
Option to purchase LifeLock Identity Protection
Integrity-based Paid Time Off
Paid parental leave
We observe many paid holidays recognized by fellow Americans and also some of the feast days of Holy Mother Church. In addition, we recognize the Sacred Christmas Respite by closing the office from December 24-January 1 each year.
Eligibility for benefits depends on the type of position you hold (full-time, part-time or temporary), and your tenure with FOCUS Mission Foundation. Specific benefits may change at our discretion.
$60k-70k yearly 60d+ ago
Sr. Investment Analyst
Stack Infrastructure
Portfolio manager job in Denver, CO
THE COMPANY: STACK INFRASTRUCTURE (STACK) provides digital infrastructure to scale the world's most innovative companies. We are an award-winning industry leader in building, owning, and operating highly efficient, cost-effective wholesale, colocation, and cloud data centers. Each of our national facilities meet or exceed the highest industry standards in all operational categories of availability, security, connectivity, and physical resilience.
STACK offers the scale and geographic reach that rapidly growing hyperscale and enterprise companies need. The world runs on data. Data runs on STACK.
THE POSITION:
The Investment Analyst will report directly to the Manager of Finance and will be responsible for supporting financial models for business case analysis & decision support, maintaining monthly reporting model updates including variance analysis, and business unit price desk and operational support. This position will work closely with the Manager of Finance and with senior and executive leadership to support the demands of a high-growth, private equity-backed business.
* Business Case Analysis and Reporting Support - The Sr. Investment Analyst will support the Manager of Finance and serve as a financial business partner. This person will support financial models to calculate return on investment, multiple on invested capital, and internal rate of return to assist the executives in making informed business decisions. The investment analyst will be expected to develop a strong understanding of the industry and how business operations affect the financial performance of the Company. This person will own the monthly reporting and variance analysis for multiple projects including working closely with various business partners to review and create accurate reporting and narratives for executive leadership
* Operational Support- The Investment Analyst will support maintaining operational expense models and publishing quarterly reporting. This person will have a strong working relationship with the operations and tax teams to ensure accurate operating expense forecasts are consistently applied in financial models.
* Budget Support- The Investment Analyst will be engaged in preconstruction budget reviews to ensure quality control of model inputs. This person will support comparative reporting of budget estimates across projects and facilitate variance narratives for business cases.
THE DETAILS:
* Location: Denver, CO - In office ~4 days per week
* Travel: less than 5% domestically
* Compensation CO: $94,000 - $110,000 + Bonus
* Benefits: Healthcare, Dental Care, Vision Insurance, Life Insurance, Paid Time Off, Paid Leave Programs
* Must be eligible to work in the United States
* Must pass a comprehensive background screening
MUST-HAVE QUALIFICATIONS:
* Bachelor's degree in finance or related field
* Financial experience preferred; preferably in investment banking, private equity or for a private equity-backed company
* Prior experience in a data center is preferred
* Financial modeling skills and business case experience
* Proficiency with Microsoft Office Suite
* Excellent verbal, written communication and organizational skills
* Independent judgment is required to plan, prioritize, and organize a diverse workload
* Ability to set priorities, meet deadlines, and multitask
* Ability to provide both internal and external customer service
THIS MIGHT BE RIGHT FOR YOU IF:
* Team player that is confident, yet humble and is personable and engaging
* Intellectually curious, analytical individual who can operate successfully among a dynamic executive team
* A problem solver with the ability to quickly grasp the business issues of a situation and develop the best possible solution
* Committed to doing the "right thing" while demonstrating honesty and integrity
* Able to work cross-functionally across the organization and operate in a fast-paced, entrepreneurial environment
* Strong work ethic and committed to providing an excellent work product
* Must be flexible and be able to work effectively in a situation where priorities change
* Practical, creative, proactive, business-savvy and results-oriented
WHY STACK?
* We offer a competitive compensation package with strong benefits, including medical, dental, and vision insurance, a 401K program, flexible spending accounts - even a cell phone subsidy
* We foster a culture of appreciation, including peer to peer recognition
* Fun is part of our DNA, with events, game nights, and barbecues
* We're growing - this is a great time to join and make an impact!
STACK is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, age, national origin, mental or physical disability, genetic information, veteran status, or any other status protected by federal, state, or local law
Note to External Agencies: We are not accepting any blind submissions or resumes/cvs from recruitment agencies. Any candidates sent to STACK Infrastructure, Inc. will not be accepted or considered as a submission without a signed agreement in place. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of STACK Infrastructure, Inc.
Please submit your application no later than: February 12, 2026.
Job ID: 10259
$57k-97k yearly est. 6d ago
Senior Investor Services Analyst
Gen 2 Careers
Portfolio manager job in Denver, CO
The Senior Investor Services analyst is an integral individual within the Gen II operations team. The role requires meticulous attention to detail, as well as strong time management and organizational skills that thrive in a fast-paced, deadline driven environment. The candidate will primarily be responsible for providing Investor Services functions to the Gen II sponsors and client service teams.
Primary Responsibilities Will Include
Acknowledge, review and/or respond to client inquiries in a prompt manner while coordinating with internal and external teams, as needed.
Review and/or process investor on-boarding documentation (Subscription, Tax, and AML documentation)
Review and/or process subsequent investor activity and changes to investor static data (Partner transfers, name changes, contact and wire instruction updates)
Review and/or maintain investor records across multiple internal and external systems
Review and/or prepare ad-hoc, monthly, quarterly, annual reporting, and capital activity notices for sponsor funds and investors
Review and/or prepare investor audit confirmations and monthly recurring deliverables
Disseminate and/or review fund & investor correspondence (capital call, distribution, partner capital statement and other sponsor communications) across various investor portal platforms
Track incoming capital call wires and prepare capital distributions payments across various client accounts
Progressive responsibilities to include training of less experienced associates, and first level review of deliverables
Ensure all work is completed in line with the service level agreement
Liaise with the client service team to ensure efficient and excellent client service experience for Gen II's sponsors
Ensure deliverables are executed in line with Gen II best practices, policies, and procedures
Participate in special projects
Operate efficiently in a deadline-driven, high volume, and everchanging environment
Qualifications and Skills
Bachelor's degree, degree in Business Administration or Economics is a plus
2-4 years' experience in the financial services Industry
Proficiency with Microsoft 365
Private Equity or Hedge Fund Investor Services background a plus
Demonstrate strong customer service/client relationship skills
Ability to manage multiple tasks and projects with differing deadlines
Impeccable attention to details
Excellent verbal and written communications
Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus
Experience with Allvue CRM a plus
The salary range for this position $70,000-$95,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate's experience level.
Work Arrangement
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.
About The Company
Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with 14 offices across the US, Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.
Key Facts:
Administering over $1T in assets
Servicing nearly every significant investor in the asset class
Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
The most experienced and best performing team in the industry
https://gen2fund.com/candidate-privacy-statement/
$70k-95k yearly 60d+ ago
Senior Tax Manager
Solid Rock Recruiting LLC
Portfolio manager job in Denver, CO
Tax Manager / Senior Tax Manager / Tax Director - High-Net-Worth Focus (Hybrid - Greenwood Village, CO)
Are you looking for a place where you can do high-level, rewarding work without the burnout that often comes with big firm life? One of my client firms in Greenwood Village, CO is adding to their tax leadership team - and this is one I'd genuinely recommend having a conversation about.
This boutique CPA firm of around 20 professionals has an incredible culture - collaborative, flexible, and built around long-term client relationships. They specialize in high-net-worth individuals, family groups, and related entities, offering complex, interesting work in a supportive environment.
Position Highlights:
Titles open based on experience: Tax Manager, Senior Tax Manager, or Tax Director
Hybrid schedule (typically 2-3 days in office)
Focus on high-net-worth, trust, estate, and multi-entity tax work
Strong emphasis on review, client communication, and year-round advisory
Compensation on par with national firms, but with realistic expectations - average busy season hours stay under 55/week
Great flexibility, leadership visibility, and opportunities for continued growth
Ideal Background:
CPA license (or active candidate)
6+ years of public accounting experience, ideally with HNW, trust, or estate exposure
Comfortable reviewing returns, mentoring staff, and managing client relationships
Down-to-earth personality with a team-first approach
If you're looking for a firm where you can do challenging work, be appreciated, and still have a life outside the office, this one's worth your time.
All inquiries are confidential.
Let's set up a quick call - I'll share details on the firm, structure, and compensation to see if it's the right fit.
-
Joey Wieger
Director Talent Acquisition - Public Accounting Division
Solid Rock Recruiting, LLC
📧 joey@solidrockrecruiting.com | 📞 (605) 601-4597
#J-18808-Ljbffr
A leading CPA advisory firm based in Denver is seeking a Senior Tax Manager to provide federal tax compliance and consulting services to a variety of clients. The candidate will lead client relationships while mentoring junior staff and managing compliance tasks. A Bachelor's degree in accounting or law, alongside a CPA or JD, is required. Ideal candidates will have at least eight years of tax experience, including supervisory roles. This position offers a competitive salary and opportunities for professional growth.
#J-18808-Ljbffr
$79k-108k yearly est. 5d ago
Branch Manager, Bennett Colorado
Banktalent HQ
Portfolio manager job in Bennett, CO
Due to growth at FNB Bank, we are looking for the right person for our growing team! Agriculture-based bank needing a driven individual to fill the spot of Branch Manager. Career advancement possibilities, based upon performance! Benefit package includes 401(k) plan, health/dental insurance, vacation, sick and personal leave, paid holidays, and more. Competitive wages!
Duties / Responsibilities:
Is responsible for the day-to-day operations, implementation and administration of bank-wide policies and business goals of the Branch office. Supervises daily procedures for all Branch operations and staff. Interacts with, assists and answers customer questions in a courteous, professional manner while providing efficient and accurate service for all bank transactions.
Education and Training:
Required: A college degree is beneficial. Knowledge of Microsoft products. Professional written and verbal communication skills. Ability to work effectively and efficiently in a team-oriented environment. Initiative to finish project deadlines and meet timelines. Detail oriented, trustworthiness to maintain strict confidentiality. If you qualify and feel you are the right fit for the FNB Team, please email your resume and contact information to .If later selected for an interview, completion of an application will be required.
EOE/AA/ADA/Veteran Employer
Member FDIC
Individuals with disabilities who need assistance with the application process are encouraged to call or email to obtain assistance. Applicants can also visit any FNB Bank location to complete an application.
How much does a portfolio manager earn in Denver, CO?
The average portfolio manager in Denver, CO earns between $44,000 and $142,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Denver, CO
$79,000
What are the biggest employers of Portfolio Managers in Denver, CO?
The biggest employers of Portfolio Managers in Denver, CO are: