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Portfolio manager jobs in District of Columbia - 210 jobs

  • Transportation Asset Manager

    Aecom 4.6company rating

    Portfolio manager job in Washington, DC

    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.
    $72k-100k yearly est. 7d ago
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  • Tax Manager, Partnerships - Lead Client-Facing Tax & Planning

    Northpoint Search Group 4.0company rating

    Portfolio manager job in Washington, DC

    A leading recruitment firm in Washington, DC is seeking a Tax Manager to oversee tax compliance and planning for diverse clients. The ideal candidate should have a CPA license, 5+ years of public accounting experience, and strong project management skills. Key responsibilities include managing client engagements and leading tax staff. This full-time position offers competitive compensation and a collaborative work environment focused on professional development and client service. #J-18808-Ljbffr
    $87k-123k yearly est. 3d ago
  • Tax Manager

    Super Recruiter LLC

    Portfolio manager job in Washington, DC

    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
    $87k-122k yearly est. 3d ago
  • Tax Manager, Partnerships - Lead Client-Facing Tax & Planning

    Staff Financial Group

    Portfolio manager job in Washington, DC

    A leading financial services firm in Washington, DC is seeking an experienced Tax Manager to lead complex tax compliance and planning initiatives. The role requires at least five years of public accounting experience and a CPA license, with a focus on partnership taxation. The Tax Manager will oversee individual and partnership returns, analyze tax planning opportunities, and provide exceptional client service. This is a full-time position offering competitive compensation and extensive benefits in a collaborative work environment. #J-18808-Ljbffr
    $87k-122k yearly est. 2d ago
  • Portfolio Manager/Officer

    Industrial Bank of Washington 4.1company rating

    Portfolio manager job in Washington, DC

    Job Description Industrial Bank is a Community Bank that was established in 1934 and has been successfully operating for 90 years. It has acquired the distinction as a Community Development Financial Institution, with a mission to invest in low to moderate income communities we serve in the Mid-Atlantic region ranging from DC, Maryland, Virginia, New Jersey and New York City. Industrial Bank is known for its community engagement and volunteer participation in all the communities it serves. We embrace a culture of Professional Kindness and Ideal Team Player. Industrial Bank is seeking a qualified candidate for the position of Portfolio Manager. The qualified candidate must demonstrate an exceptional knowledge of the Commercial Lending Practices/Documentation. This position reports to the SVP/Chief Lending Officer at our 4812 Georgia Ave, NW, Washington, DC. Industrial Bank offers employees an array of health benefits, a 401K program, short and long term disability plans, and life insurance. We also provide employees with vacation time, sick/safe days, personal days and 11 paid holidays. The Portfolio Manager/Officer manages the receipt and processing of commercial loan applications, handles underwriting of credits under $500K, manages all administrative functions related to the commercial loan portfolio. The Portfolio Manager supports Commercial or Commercial Real Estate Loan Officers as designated and works directly with the Commercial Lending Team in performing assigned duties; and other duties as assigned A Day in the Life of a Portfolio Manager at Industrial Bank Manages all aspects of the designated commercial loan portfolio Review financial information and compare against financial covenants then place a note in the Loan file and advise the Loan Officer Review of Document Exceptions report /aka Ticklers Contact loan portfolio Borrowers on the exception report to request updated financial information and other required items to meet loan covenant requirements. Import financial information and supporting documentation collected into the Banks electronic loan file system Prepare the Loan Presentation Sheet (aka the “LPS”) using the Moody's electronic system Review past due report and makes collection efforts via phone call/email/letter Coordinate and arrange loan payments and manual draft payments for past due loans Applies the Bank's underwriting criteria to determine the risk rating of each new loan and loan renewal. Uses the FICO Credit Scoring module for loans that meet the criteria. Coordinating the loan closing with the Closing team is essential once a loan is approved. Completes the Loan Closing Checklist and submits it to the Loan Closing Manager Required education and experience Bachelor's degree in business administration, accounting, marketing, or a related discipline. 2-3 years' experience as a commercial loan analyst with important accounts. Knowledge of federal bank regulations. Knowledge of marketing and relationship management practices. Knowledge of financial and credit risk analysis. Additional eligibility preferences (types), if applicable. Moody's Lending Cloud . Banking Platforms . Microsoft WORD Excel Knowledge of computer software programs used to evaluate financial information and to maintain loan information.
    $98k-167k yearly est. 13d ago
  • Portfolio Manager

    RER Solutions Inc.

    Portfolio manager job in Washington, DC

    Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. RER Solutions, Inc is accepting resumes for Portfolio Manager to become a part of our superior workforce. The Portfolio Manager will provide onsite and remote leadership services to the Department of Energy's Loan Programs Office's Division of Portfolio Management. RESPONSIBILITIES Provide comprehensive monitoring reports on portfolio loan performance of approved projects to the appropriate federal and project finance authorities Identify issues of contemporary and future impacts on the work, conduct an analysis of their implications and alternatives, and monitor the portfolio, individual projects, and guarantors for warning signs of credit deterioration Execute a portfolio risk management process that assists in identifying, managing, monitoring, and reducing risks in the portfolio while being conscious of the need to respond promptly to post-issue requests from borrowers, sponsors, and lenders Establish Asset Monitoring and Supervision work-flow processes and schedules to accomplish assigned projects, plans, and activities associated with approved office missions and functions, including the development of project-specific Credit Monitoring Plans Monitor energy sector developments pertinent to the borrower's operating environment, i.e., price and demand movements, legal and regulatory changes, and structured changes within the sector Present analyses through a variety of means, including formal written studies and oral presentations Independently function as a project transaction negotiator/re-negotiator throughout occurrences of debt restructuring Act as credit and financial analyst on the Portfolio Management Division teams Represent, as needed or requested, the office at interagency meetings, inter-creditor discussions, steering committees of creditors, and public conferences Interface with and obtain information from a variety of sources across the industry as well as other organizations to support the office's activities Provide in-depth analyses for structuring, updating, and maintaining the Credit Monitoring Plans Review project financial statements, progress and engineering reports, covenant compliance certificates, collateral reports, and information gathered from news reports and site visits Review, manage, and respond to post-closure requests from borrowers and lenders for amendments to loan terms, waivers, extensions, payment deferments, and other modifications related to operative loans and guarantees Prepare or collaborate with other senior staff in the preparation of comprehensive position papers, memorandums, and briefing materials across all phases of operations for use with senior management Review project and legal documents, including but not limited to Credit Committee memos; financing documents, including Credit Agreement, Security Agreement, Independent Engineering Report, project documents, including the Engineering Procurement, and Construction, Off-take, Supply, Operations, and Maintenance Agreements Negotiate new terms with borrowers or other creditors in the event of a default Prepare a Transfer Memo to the Special Assets Group when there is a determination question regarding the status of any borrower or liquidation as the only course of action available to ensure the maximization of taxpayer funds Lead and mobilize project teams to address the technical, legal-economic, and financial feasibility aspects of a transaction and to ensure compliance with LPO procedures, goals, and milestones Prepare regular credit reports for specific projects that adhere to the guidelines as set forth by the Portfolio Management Division Ensure all data for assigned projects are entered promptly and accurately in the Quicksilver Monitoring system Requirements US Citizenship is required to obtain client-issued Public Trust A minimum of 10 years of related professional experience Proficiency in making presentations and explaining and creating financial models for a variety of audiences Expertise in applying analytical methods and evaluation techniques to a broad range of functional areas such as project and corporate risk assessment, accounting, and corporate finance to evaluate the viability of a loan transaction Ability to ensure effective compliance monitoring and reporting according to the terms contained in Credit Agreements and for overall portfolio risk management Knowledge of the financial, market, credit, and technical risks inherent in the distinct energy technologies, as well as appropriate mitigation, approaches available or desirable Knowledge in diverse corporate finance structures such as asset-based, limited, or full recourse project finance transactions to make sound financial decisions and recommendations Knowledge of the policies, processes, and practices available for the effective control of individual loan transactions and sector risks, as well as overall portfolio risk Skill in the research of finance structures such as corporate, asset-based, or limited resource project finance transactions to make sound financial decisions and recommendations Ability to address the technical, legal-economic, and economic feasibility aspects of high-value loans for large-scale projects Ability to perform complex financial analysis and make sound financial decisions Knowledge of borrowers' and lenders' requirements for terms of loan and loan guarantees Excellent written and oral communication skills Excellent attention to detail and an understanding of fundamental business writing Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook) EDUCATION: Bachelor's Degree or Master's (preferred) COMPENSATION Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits. This position is not available for Corp-to-Corp or 3rd party sourcing. 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.
    $90k-160k yearly est. 36d ago
  • Capability Portfolio Manager

    Dynamics ATS Organic

    Portfolio manager job in Washington, DC

    Job Description Solutions Through Innovative Technologies, Inc. (STI-TEC) specializes in the delivery of professional business and information management services. STI-TEC offers government and commercial clients a comprehensive portfolio of services that identify, manage, distribute and improve business processes related to entities' most valued resource, information. As a fast-growing solutions provider, established in 2000, total customer satisfaction has remained the cornerstone of our business. Our business model focuses on integrity, loyalty, and trust. Position OverviewThe FCB Capability Portfolio Management Analyst will conduct portfolio level reviews of designated or selected capability or focus areas (e.g. protection, logistics, force application, etc. or Warfighting Function) to determine an as-is status (at program and project levels) aligned to ownership (e.g. Service, CCA, CSA or other entity). Essential Job Function Identify and recommend priority gaps aligned to Capability / Key competitive advantages and disadvantages contained in current strategic documents such as the National Military Strategy, Joint Concepts and their subordinate or supporting concepts. These prioritized gaps will serve as candidates for additional studies and analysis, modeling and simulation, or exercise and war-game candidate topics. Identify and recommend portfolio priorities and activities across the DOTMLPF-P spectrum to address gaps/threats and articulate portfolio recommendations for investments, divestments, or sustainment. Identify programs, efforts, and documents that are suited for Joint designation and support interoperability and key attribute activities. Conduct a review of current portfolio products and documentation (e.g. requirements documents and when available, DODAF architectures, Chairman's Program Recommendations, Capability Gap Assessments, and Science and Technology initiatives and projects, and other high-level documents, to identify portfolio redundancies/outdated recommendations for trade-offs or divestment. Conduct assessments and traceability of cross-portfolio impacts and dependencies essential to the creation of materiel and non-material warfighter capabilities. Apply analytical support and rigor to reviews of the contributions of on-going, new, or altered capabilities and capability requirements made toward mitigating capability gaps for reducing risks within portfolios; and help ensure warfighters have sufficient ability to conduct tasks and missions under applicable threat conditions. Provide support developing and presenting executive level products including CJCS-level briefings and correspondence. Participate in daily, weekly, and monthly meetings where data exchanges are discussed; and shall provide regular follow-up briefings to leadership. Provide initial, interim reviews and draft and final reports to the TA to align methods, timing and performance requirements for each independent tasked analysis. Minimum Qualifications Must possess active TS/SCI US Citizen Master's Degree from an accredited college or university in a technical field and five (5) years of task related experience OR Bachelor's Degree from an accredited college or university in operations research, engineering, mathematics or related field plus ten (10) years of task related experience. Possesses extensive knowledge of the Joint Force as demonstrated by at least 50% of task related experience supporting the DoD. Operational experience includes planning and executing combined and joint operations at the theater or component level, knowledge of combat arms, all source intelligence analysis, logistics, civil-military operations, and site's area of responsibility or functional area) and task related experience. Extensive expertise or experience in the Joint Capability Integration and Development System and DoDI 5000 is desired to support acquisition activities. Comprehensive knowledge of Microsoft Office Suite is required. Ability to conduct portfolio-level reviews of designated capability areas (e.g. protection, logistics, force application) to help advise the CJCS on how to optimize capability investments across the defense enterprise and minimize risk in meeting the Department's capability needs. Ability to collect and analyze data from current (as-is) capability portfolio and gather inputs from government employees with specialized knowledge of systems and programs of record. Experience designing and preparing technical reports, studies and related documents. Experience planning and preparing decision support briefings. Able to support all aspects of a military organization's research and development policies, objectives, and initiatives. Ability to research new technologies that align with the capability portfolio to identify alternate courses of action to improve portfolio performance. Applicants selected may be subject to a U.S. Government security investigation and must meet eligibility requirements for access to classified information. STI-TEC is an equal opportunity employer and values diversity. Employment is decided on the basis of qualifications, merit, and business need. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, gender identity and sexual orientation. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation and training. If you need assistance or an accommodation due to a disability, you may contact us at ************** or you may call us at 1+************.
    $90k-160k yearly est. 30d ago
  • Portfolio Manager (Firearms Ranges)

    LMI 3.9company rating

    Portfolio manager job in Washington, DC

    LMI seeks an experienced Firearms Range Lead to provide support to a DHS portfolio of firearms ranges in need of oversight, assessment and analysis, and performance improvement with the goal of ensuring a portfolio of safe and adequate firearms ranges to meet the client's firearms training needs. Join our team of collaborative self-starters focused on delivering practical and efficient solutions to help DHS keep our nation safe while supporting the facilitation of legitimate trade and travel. LMI is a new breed of digital solutions provider dedicated to accelerating government impact with innovation and speed. Investing in technology and prototypes ahead of need, LMI brings commercial-grade platforms and mission-ready AI to federal agencies at commercial speed. Leveraging our mission-ready technology and solutions, proven expertise in federal deployment, and strategic relationships, we enhance outcomes for the government, efficiently and effectively. With a focus on agility and collaboration, LMI serves the defense, space, healthcare, and energy sectors-helping agencies navigate complexity and outpace change. Headquartered in Tysons, Virginia, LMI is committed to delivering impactful results that strengthen missions and drive lasting value. LMI has been named a 2024 #BestPlacestoWork in the United States by Built In! We are honored to be recognized as a company that values a people-centered culture, and we are grateful to our employees for making this possible! Responsibilities The Firearms range lead responsibilities are to Oversee the assessments and analysis of an existing firing range portfolio to determine portfolio capacity, capability and condition. Develop SOWs for studies, analyses, minor and major range improvement projects. Lead that assessment and analysis of the client's firing ranges, both at the level of individual ranges and across the portfolio.Oversee consultants and contractors in the execution of firearms ranges studies, analyses and improvement projects. Propagate top-level DHS guidance on firearms range operations and suitability into the decision-making process for range investments across the client's range portfolio. Mitigate health and safety risk to range stakeholders, including users and operators, by regularly assessing compliance with health and safety regulations. Monitor and mitigate the impacts of firearms range operations on outside stakeholders, including the natural environment, neighbors, etc. Track the status and task adjudication in the client's environmental compliance assessment (ECA) program for the firearms range portfolio. Support actions and activities resulting from compliance assessments. Instill standardization of use agreements; review existing agreements and prepare new agreements as needed. Perform ongoing analyses of the range portfolio to determine site-specific deficiencies and identify capacity and capability gaps within the portfolio. Develop a repeatable methodology to prioritize range capacity and capability gaps. Align the client's firearms range requirements to the DHS investment process through the development of a multi-year investment plan in accordance with the federal acquisition and budget process. Develop projects to infill gaps in the range portfolio in accordance with operational requirements and agency regulations and standards. Prepare a firearms range investment plan to include prioritized projects, associated cost estimates, and an overall implementation schedule. Provide regular briefings and reports to government leaders on the state of the firearms range program and the government's associated capability performance metrics. Lead meetings with stakeholders, including government leaders and program staff, other private sector contractors, service providers, and consultants. Qualifications Bachelor's Degree required in engineering, architecture, environmental science or related technical field. Master's degree or equivalent experience preferred. Minimum of eight (8) years' experience in facility, engineering and environmental management preferably with firearms ranges. Experience and famiiarity with building codes and regulations and providing strategic and tactical advice about associated implications and compliance. Experience in conducting feasibility studies, alternatives analyses, benefit-cost studies and other similar business cases. Experience preparing and developing multi-year investment plans aligned with federal acquisition and budget cycles. Familiar and versed in the built environment, including the planning and development of facilities from inception to operation (facility lifecycle). Prefer experience with firearms range facilities and familiar with firearms range operations as well as range development and construction. Able to gather, compile and analyze data at various levels to inform and guide government portfolio decisions. Experience facilitating meetings, activities and stakeholder working roups. Strong interpersonal skills as evidenced by having facilitated and coordinated the efforts of government stakeholders and private sector consultants including architects/designers, engineers, and environmental planners in the firing range realm. Able to bridge the gap between federal leaders and private sector service providers. Able to communicate clearly with a wide variety of stakeholders orally and in writing using software including the MS suite of products (PowerPoint, Word, Excel, Project) Able to collaborate well with others and build strong relationships across teams of varying backgrounds and disciplines. Professional certification in a relevant discipline such as a Project Management Professional (PMP), Certified Facility Manager (CFM), or similar is a plus. Ability to pass a government public trust background investigation, including financial, criminal, residential, educational, foreign affiliation, prohibited substance abuse, and employment verifications; active U.S. Customs and Border Protection background investigation (CBP BI) preferred. Please note that only U.S. citizens are eligible for a suitability determination. Target salary range: $108,000 - $140,000 Disclaimer: The salary range displayed represents the typical salary range for this position and is not a guarantee of compensation. Individual salaries are determined by various factors including, but not limited to location, internal equity, business considerations, client contract requirements, and candidate qualifications, such as education, experience, skills, and security clearances.
    $108k-140k yearly Auto-Apply 60d+ ago
  • Portfolio Manager

    Spectrum Comm Inc. 4.2company rating

    Portfolio manager job in Washington, DC

    Portfolio Manager - Senior Pentagon, Arlington, VA Spectrum is currently seeking a Portfolio Manager to serve as the senior functional portfolio manager expert at our customer site and support the Department of Navy's Business Operations Service Support requirement. Required Skills and Abilities: Five (5) or more years of policy development experience Five (5) or more years of functional area manager (FAM) or equivalent experience Working knowledge of the Defense Business System (DBS) investment certification requirements and processes Working knowledge of the planning, programming, budget, and execution (PPBE) process Working knowledge of programming and budget systems (e.g. Program Budget Information System (PBIS), Program Budget Information System-IT (PBIS-IT), Select & Native Programming Information Technology (SNaP-IT), DoD Resources Data Warehouse (DRDW)) Working knowledge of the Defense Information Technology Portfolio Repository (DITPR) or DITPR-DON. Minimum Qualifications: Master's degree in a related field and ten (10) or more years of senior level experience in government or private industry Possess an active DoD SECRET clearance Spectrum is proud of our diverse workforce and diligently committed to remaining an Equal Opportunity Employer. Spectrum governs all employment related decisions without regard to an individual's race, color, sex, religion, national origin, age, disability, veteran status, or any other protected classification. [EEO/AA/Protected Veterans/Individuals with Disability employer]
    $122k-190k yearly est. Auto-Apply 60d+ ago
  • Value Based Platform - Portfolio Planning Lead

    Risant Health

    Portfolio manager job in Washington, DC

    Risant Health, a nonprofit affiliate of Kaiser Foundation Hospitals, is transforming healthcare by accelerating the adoption of value-based care across community health systems. Headquartered in the Washington, DC area, Risant Health partners with nonprofit, community-based systems-starting with Geisinger-to expand access to care that prioritizes health outcomes and affordability. Backed by nearly 80 years of Kaiser Permanente's value-based care expertise, Risant Health operates independently to support its portfolio of health systems with shared resources, strategic guidance, and operational support-while preserving their community roots. Job Description The Value-Based Platform (VBP) Product team plays a key role in shaping and delivering solutions that advance aspects of value-based care within Risant Health Organizations (RHOs). The portfolio of solutions drives outcomes - total cost of care reduction, clinical quality improvement, better experiences, health equity, and simplicity - to achieve business and financial objectives. The Portfolio Planning Lead drives strategic alignment and investment prioritization across the Value-Based Platform (VBP) portfolio. This role leads concept pipeline development, proposal creation, and governance processes in close partnership with clinical, operational, and economic stakeholders to ensure high-impact solutions for clinicians, members, and patients. Strong domain expertise in value-based care, financial acumen, and cross-functional collaboration are essential to guide roadmap development and maximize portfolio value. Qualifications Required Qualifications: Technical and Interpersonal Competencies Domain Expertise in Value-Based Care: Understanding of value-based care models, including experience working with different physician employment relationships. Product Roadmap Development: Experience in developing and maintaining product roadmaps that align with strategic goals and stakeholder needs. Requirements Gathering & Prioritization: Skilled in gathering and organizing product requirements from diverse stakeholders, with the ability to prioritize features based on impact, feasibility, and urgency. Financial Modeling & Value Assessment: Ability to build and apply basic financial models to estimate product costs, benefits, and ROI, with a strong understanding of how product performance connects to financial outcomes in healthcare. Portfolio Management & Prioritization: Demonstrated experience managing a project portfolio across products and institutionalizing prioritization methods to align with investment goals. Preferred Qualifications: Technical Competencies Agile Methodology Knowledge: Understanding of Agile project management principles and experience in applying Agile methodologies in portfolio management. Change Management Experience: Proven experience in managing change initiatives and driving organizational transformation. Strong Analytical Skills: Proficiency in data analysis and financial modeling, with the ability to interpret complex data sets and make data-driven decisions. Technical Proficiency: Familiarity with portfolio management software and tools, as well as proficiency in Microsoft Office Suite (e.g., Excel, PowerPoint, Power BI) for reporting and presentations. Required Qualifications: Education and Experience Bachelor's degree in Business, Health Care Administration, Public Health, Operations, or equivalent. Additional equivalent work experience in a directly related field may be substituted for the degree requirement. Ten (10) years in portfolio management, finance, investment banking, asset management, or a related strategic field. Preferred Qualifications: Education and Experience Master's degree in Business Administration (MBA), Health Administration (MHA), Public Health (MPH), Finance, or a related field is preferred. Five (5) years in finance, investment banking, asset management, solution/product portfolio management, or related field. Five (5) years in healthcare (e.g., payer, provider, enablement company). Five (5) years as a people leader with direct reports and demonstrated ability to lead cross-functional teams and manage multiple stakeholders effectively. Certifications and Licensure (Preferred) Project Management Professional (PMP) Certified Scrum Product Owner (CSPO) Certified Product Manager (CPM) Certified ScrumMaster (CSM) - focuses on Agile project management and Scrum methodologies Lean Six Sigma Green Belt or Black Belt - emphasizes process improvement and efficiency Financial Modeling and Valuation Analyst (FMVA) - provides financial modeling and valuation skills Executive Leadership Programs - focusing on leadership, strategic planning, and organizational management Healthcare Management Certificate Other Background Assets Experience with Value-Based Care: Familiarity with value-based care models and healthcare industry trends, particularly in relation to portfolio management. Additional Information Compensation and Benefits: The projected base salary for this position ranges from $212,250 to $280,170 depending on experience and qualifications. This role is also eligible for comprehensive benefits package, including wellness programs, retirement savings, and relocation support as applicable. Join Us! If you are passionate about improving healthcare through innovative solutions and want to make a meaningful impact, we encourage you to apply. Risant Health is an equal opportunity employer committed to creating a diverse and inclusive workplace. We welcome applicants from all backgrounds and experiences. All your information will be kept confidential according to EEO guidelines.
    $212.3k-280.2k yearly 40d ago
  • Strategic Portfolio Lead

    Scale Ai, Inc. 4.1company rating

    Portfolio manager job in Washington, DC

    Scale AI is seeking an accomplished Strategic Portfolio Lead to drive growth of our partnership with the Chief Digital and Artificial Intelligence Office (CDAO) across the Autonomy Factory and Data Foundry initiatives. In this role, you will shape and accelerate Scale's strategic expansion in data labeling, model development, and test & evaluation (T&E), leading a complex portfolio anchored by Scale AI's multi-year Production OTA with CDAO. As a strategic and growth leader within the Go-To-Market (GTM) organization, you will align internal teams and senior government stakeholders around a unified vision, convert that vision into measurable outcomes, and strengthen Scale AI's position as a key enabler of mission-ready AI capabilities. This is a quota-carrying role, responsible for sourcing and closing new opportunities to meet annual bookings targets, while collaborating closely with Deployment Strategists driving Service-specific initiatives across the Army, Navy, Air Force, and other mission areas. Key Responsibilities Strategic Account Leadership - CDAO Autonomy Factory & Data Foundry * Own and drive the overall relationship with CDAO's Autonomy Factory & Data Foundry, one of Scale AI's most complex and strategically significant government partnerships. * Define and execute the strategic direction across data labeling, model development, and T&E initiatives, ensuring alignment with CDAO's mission priorities. * Lead quarterly business reviews to assess progress, address challenges, and reinforce Scale's value proposition across multiple contracts. * Co-develop and validate the "AI Incubator" model with CDAO, creating a repeatable framework for scaling small AI projects into self-funded, mission-critical capabilities. Growth & Partnership Expansion * Identify, qualify, and capture high-impact growth opportunities with new and existing mission partners across the Department of War, emphasizing autonomy, computer vision, and AI-ready data. * Own the end-to-end development and execution of Mission Partner Growth Plans, including relationship mapping, engagement cadences, funding strategies, and measurable value creation metrics. * Develop and execute renewal and expansion strategies-understanding stakeholder priorities, navigating review processes, and driving mutual close plans that ensure long-term continuity and growth. * Track and communicate progress against growth objectives, proactively managing risks and dependencies while driving scope expansion, sustainable funding, and strategic alignment. Executive Relationship & Stakeholder Engagement * Build and foster trusted relationships with senior government officials, military leaders, and technical industry partners to advance Scale AI's mission and credibility. * Serve as a trusted advisor to executive stakeholders across multiple organizations, demonstrating responsiveness, business acumen, and a deep understanding of their mission and operational needs. * Represent Scale AI in high-stakes discussions and strategic negotiations, demonstrating thought leadership, adaptability, and a long-term perspective. Cross-Functional Leadership & Customer Advocacy * Drive collaboration across GTM, Delivery & Operations (D&O), Engineering, Product, and Government Relations to define SMART growth objectives, set KPIs, and deliver actionable engagement plans that create measurable mission and business outcomes. * Act as the voice of the customer internally-advocating for partner needs, providing feedback to influence product direction, and ensuring delivery excellence. * Foster alignment and clarity across internal teams by establishing transparent communication channels, reducing silos, and driving unified execution. * Establish a centralized "homeroom" for all CDAO contract materials to enhance internal knowledge management and operational efficiency. Deployment Strategist Enablement * Partner with Deployment Strategists to ensure strategic alignment across service-specific initiatives, providing escalation support and enabling high-quality deal execution. * Oversee the creation of sales and customer enablement materials that equip DSs to position Scale AI's capabilities effectively and consistently. Thought Leadership & Continuous Learning * Stay current on defense, autonomy, and AI industry trends, consistently sharing insights to inform account strategy and strengthen Scale AI's competitive positioning. * Thrive in a dynamic, fast-paced environment-managing multiple priorities while maintaining strategic focus and execution excellence. Qualifications & Experience * 7+ years in strategic roles involving account growth, cross-functional leadership, or executive stakeholder engagement in AI, defense tech, SaaS, or government * Familiarity with basic concepts of Machine Learning & Machine Learning Operations * Demonstrated success orchestrating complex multi-party strategies across government and industry * Strong experience working alongside sales teams to define winning approaches and support deal execution - without directly owning quotas * Excellent communicator with strong executive presence; comfortable leading high-stakes conversations and aligning senior stakeholders * Proven ability to drive clarity and progress in ambiguous, high-velocity environments * Experience leading cross-functional collaboration and aligning diverse teams around shared goals * Bachelor's degree in a relevant field (Computer Science, Engineering, Business, or similar); Master's preferred * PMP, CSM, or similar certifications a plus, but not required Compensation packages at Scale for eligible roles include base salary, equity, and benefits. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position, determined by work location and additional factors, including job-related skills, experience, interview performance, and relevant education or training. Scale employees in eligible roles are also granted equity based compensation, subject to Board of Director approval. Your recruiter can share more about the specific salary range for your preferred location during the hiring process, and confirm whether the hired role will be eligible for equity grant. You'll also receive benefits including, but not limited to: Comprehensive health, dental and vision coverage, retirement benefits, a learning and development stipend, and generous PTO. Additionally, this role may be eligible for additional benefits such as a commuter stipend. The base salary range for this full-time position in the location of Washington DC is: $189,420-$236,775 USD PLEASE NOTE: Our policy requires a 90-day waiting period before reconsidering candidates for the same role. This allows us to ensure a fair and thorough evaluation of all applicants. About Us: At Scale, our mission is to develop reliable AI systems for the world's most important decisions. Our products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact. We work closely with industry leaders like Meta, Cisco, DLA Piper, Mayo Clinic, Time Inc., the Government of Qatar, and U.S. government agencies including the Army and Air Force. We are expanding our team to accelerate the development of AI applications. We believe that everyone should be able to bring their whole selves to work, which is why we are proud to be an inclusive and equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or Veteran status. We are committed to working with and providing reasonable accommodations to applicants with physical and mental disabilities. If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at accommodations@scale.com. Please see the United States Department of Labor's Know Your Rights poster for additional information. We comply with the United States Department of Labor's Pay Transparency provision. PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants' needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with our internal policies and programs designed to protect personal data. Please see our privacy policy for additional information.
    $189.4k-236.8k yearly Auto-Apply 60d+ ago
  • Army Portfolio Lead

    Valinor Enterprises

    Portfolio manager job in Washington, DC

    Valinor is a new type of defense and government tech company focused on solving the problems others don't. Our unique model of centralized go-to-market and decentralized engineering allows us to move with unparalleled efficiency to identify unmet needs, build right-sized solutions, and get products where they matter most - in the hands of users. Unlike others in the space, who focus on the flashy problems, Valinor exists to solve the quiet, unaddressed problems-the small but significant ones that lead to cracks in the country's strength, stability, and security. Backed by General Catalyst, Founders Fund, and Friends & Family Capital, Valinor was founded in 2024 and has established strategic partnerships with Palantir, Anduril, and Helsing. We are building the dream team, and we want you on it. About The Role The Army Portfolio Lead will serve as the senior individual representing Valinor's Product Companies to the U.S. Army. This role is responsible for end-to-end business development, translating the U.S. Army's needs and Valinor's wide range of cutting-edge technologies into mission-relevant solutions. This role is for an experienced acquisition professional with a strong sense of ownership, who thrives in ambiguity, is the ultimate team player, and delivers results. What You'll Do Own Army business development end-to-end: identify opportunities, shape deals, support proposals, and close contracts, with full accountability for results. Develop a deep understanding of the existing and prospective client base, know the current or planned programmatic and technical roadmaps, and understand the competitive landscape. Rapidly learn and deeply understand technical products across multiple product companies, translating complex capabilities into clear, compelling value for Army customers. Develop and maintain effective working relationships with critical U.S. Army program office stakeholders to identify new business opportunities, proactively communicate and resolve program issues, and provide strategic direction across Valinor's growth, delivery, engineering, and manufacturing teams. Work hands-on with distributed internal teams to align customer needs, product strategy, and execution across a broad Army footprint. Build and own a pipeline in an ambiguous, startup environment: move fast, unblock yourself, and drive deals forward. What We're Looking For 4+ years of direct government sales or business development experience with the U.S. Army (required); experience in a defense technology startup environment is a strong plus. Technically curious and fast-learning; able to quickly grasp complex systems and confidently sell them to both technical and non-technical Army stakeholders. High-ownership, low-ego person who thrives with minimal structure, takes initiative, and follows through from first meeting to contract award. Demonstrated success leading acquisition, management, development, and/or capture of U.S. Army programs of record. Extensive knowledge of and experience working with program offices, acquisition executives, major defense acquisition programs, prime contractors, and other stakeholder organizations across the U.S. Army. Ability to identify, establish, and leverage key relationships with senior level officials and program stakeholders within the U.S. Army and broader DoD. Understanding of and experience navigating the Defense acquisition process. Excellent written and verbal communication skills with experience presenting to senior executives and customers. Ability to travel up to 30% for required meetings and conferences. This role is based in Washington, D.C., but strong candidates will be considered who live near select customer locations. What Valinor offers Competitive salary, equity packages, and benefits, including health, dental, and vision insurance - fully covered for employees, 401K, development stipends, among others. Unlimited PTO and two-week company holiday at the end of every calendar year. We are a pro-mental health and pro-family company - we actually encourage employees to spend time with themselves and their families. Valinor also provides fertility benefits to those just beginning that journey. Fun work environment - we like to laugh and take care of each other, but we also deeply respect the mission in front of us. Headquartered in Washington, D.C., with additional coworking spaces throughout the country. We also host team offsites and colocations around the U.S. This role requires the candidate be eligible to obtain and maintain a U.S. security clearance at the SECRET level. Valinor is an equal-opportunity employer committed to creating a diverse and inclusive workplace. The Valinor team is made up of incredibly talented and unique individuals, who together are disrupting industry norms by creating new paths towards the future of defense and government technology. All qualified applicants will be treated with respect and receive equal consideration for employment without regard to race, color, creed, religion, sex, gender identity, sexual orientation, national origin, disability, uniform service, Veteran status, age, or any other protected characteristic per federal, state, or local law, including those with a criminal history, in a manner consistent with the requirements of applicable state and local laws, including the CA Fair Chance Initiative for Hiring Ordinance. We actively encourage members of recognized minorities, women, Veterans, and those with disabilities to apply, and we work to create a welcoming and supportive environment for all applicants throughout the interview process. If you are someone passionate about working on problems that have a real-world impact, we'd love to hear from you!
    $105k-170k yearly est. Auto-Apply 8d ago
  • Network Site Investments Manager

    Meta 4.8company rating

    Portfolio manager job in Washington, DC

    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. **Required Skills:** Network Site Investments Manager Responsibilities: 1. 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 2. 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 3. SLA Performance: Measure, manage and improve supplier actual performance against negotiated SLA 4. Competitive Benchmarking: Identify key benchmark suppliers in RFx efforts. Partner to identify evaluation criterion and provide relevant data back to internal Meta team 5. Cost Modeling: Own and provide industry and actual unit and service cost data which feeds into TCO and RFx. Drive continual improvement of productivity 6. Technology Roadmap: Partner with Meta Network Engineering to coordinate suppliers and review supplier technology and services roadmaps 7. 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 8. On time Delivery: Measure, report and action to improve delivery performance 9. Ongoing Cost Productivity: Measure, report and action cost productivity as a function of market pricing 10. Scorecard Management: Lead measuring supplier performance, root causing issues, and driving improved performance. Own all aspects of supplier performance **Minimum Qualifications:** Minimum Qualifications: 11. Bachelor's degree in Computer Science, Computer Engineering, relevant technical field, or equivalent practical experience 12. Bachelor's Degree in an Engineering or Business related field or equivalent, plus at least 6 years of relevant experience in the colocation industry 13. At least 5 years of Sourcing or Partner Management experience in Network related products and services 14. Knowledge of purchasing, and supply chain processes, with analytical and results focused approach 15. Experience in Colocation business, overall Colocation market and associated performance and cost models 16. Product knowledge among industry sectors Content Delivery Networks, Backbone Networks and IP Services, their operation and associated performance and cost models 17. Willing to travel about 25% of the time and work across various time zones **Public Compensation:** $135,000/year to $191,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.
    $135k-191k yearly 32d ago
  • Portfolio Acquisition Lead

    MMC Consulting 4.1company rating

    Portfolio manager job in Washington, DC

    Job Description MMC Consulting (MMC) is a customer-centric provider of transformative solutions whose mission is to help government clients become better fiduciaries of taxpayer resources. Through management consulting activities that include program management, acquisition support, and workforce development training, we collaborate with our clients to deliver value added solutions to their mission critical activities. A disadvantaged, certified woman-owned small business, MMC is dedicated to enhancing our client's ability to efficiently engage, empower, and execute our missions with excellence. Position Description MMC Consulting has an exciting new opportunity to support the protection of our nation's borders. Responsibilities include the following: Work closely with Portfolio Assistant Program Managers for Business (APMBs) to support Acquisition Management, Program Financial Management, Budget Development, Spend Plan Development, OMB 300 Business Cases, Asset Capitalization, and Fund Execution and Accountability. The Acquisitions professionals will: Provide life cycle management and sustainment of PMOD-deployed systems. This shall include: Collecting, monitoring, and tracking deployed system performance. Identifying, reporting, and assisting with the resolution of operating and support deficiencies. Developing strategies to optimize system performance. Preparing for and participating in system CCBs and supporting the planning and implementation of system engineering changes. Providing input for the operations and maintenance budget formulation and reporting process for assigned systems and programs. Preparing for and participating in technical interchange meetings. Provide acquisition support and expert advice in the preparation and review of acquisition documents for the PMOD. Specific tasks include providing system acquisition and program management services to facilitate the cradle-to-grave system acquisition process within the PMOD. Provide acquisition support services to the PMOD during the acquisition life cycle. Common activities include integration planning with other pre-award efforts and providing source selection tools and support. Provide services for the Planning, Programming, Budgeting, and Accountability process for resource allocation planning, congressional justifications, and acquisition planning. Have knowledge of and follow DHS MD 102 and be able to successfully support the PMOD through complex system acquisitions. Provide support to the PMOD Portfolio PMs regarding contract issues involving scope, compliance, modifications, and alternative contract solutions. Identify requirements, deliverables, and specifications that should be included in acquisitions. Support the PMOD to develop and update documentation to support acquisition strategy, planning, and execution. Work closely with the Assistant Program Managers for Business (APMBs). We are searching for incumbent personnel and external talent. Minimum Qualifications BA/BS & 6+ Yrs Exp Preferred Qualifications Department of Homeland Security / Customs and Border Protection experience desired. Additional Information 1. Telework will be authorized. 2. Must be a U.S. citizen. 3. If required, degree must be from a US-accredited institution. Powered by JazzHR FepPjVZ0pg
    $135k-219k yearly est. 23d ago
  • Senior Investment Analyst

    American Chemical Society 4.7company rating

    Portfolio manager job in Washington, DC

    Key Responsibilities: * Contribute to the development and implementation of investment strategies across all asset classes. * Source and lead due diligence processes for external investment managers across public and private markets; draft and present investment recommendations. * Monitor existing investments and conduct qualitative and quantitative analysis; lead update meetings with external managers, and attend annual meetings. * Serve as the primary liaison to current and prospective investment managers; negotiate terms and coordinate with external service providers. * Participate in investment decision-making, including manager selection, rebalancing, and termination across asset classes. Support asset allocation reviews and risk management initiatives. * Coordinate legal due diligence and operational due diligence for prospective private investment funds. * Build and maintain strong relationships with external asset managers, vendors, legal counsel, peer investors, and other industry stakeholders. * Prepare and present materials to the Pensions and Investments Committee as needed. Manages ad hoc projects that aid in the management of the ACS investment portfolios, retirement plans, and debt financings. * Conduct in-depth research on investment managers, portfolios, and market trends. Requirements: * Bachelor's degree in finance, accounting, economics, or a related field with a minimum of 7 years of professional experience. Prior experience in investments and valuation, such as in investment banking, consulting, asset management, alternative investments, is a strong plus. * Progress toward the Chartered Financial Analyst (CFA) designation is strongly preferred. * Demonstrated passion for investing and a strong understanding of institutional investment practices. * Advanced proficiency in Microsoft Excel; familiarity with statistical analysis and comfort working with data platforms such as Bloomberg. * Exceptional oral and written communication skills. * Ability to work independently in a fast-paced and dynamic environment. * Meticulous attention to detail and a commitment to high-quality work. * Willingness and ability to mentor junior staff and contribute to team development. * Openness to adopting new technologies and evolving processes. * Genuine interest in the mission and values of the non-profit sector. This role is based in our Washington, D.C. office. A reasonable rate of compensation for this position is between $125,000-$140,000 per year. ACS currently provides the following benefits for this position: paid vacation leave, paid sick leave, paid holidays, health insurance, flexible spending account or health care savings account, dental insurance, life insurance, vision insurance, retirement benefits, short- and long-term disability, and 4-week work from anywhere; each benefit is subject to the terms of the applicable program. Additional benefits may apply based on skills, experience, and location. Any actual offer of employment, reflecting the total compensation package and benefits, will be made in the sole discretion of ACS. ACS reserves the right to amend or modify its employment benefits and compensation structure at any time.
    $125k-140k yearly 15d ago
  • Manager, Business Development - Asset Management

    Sourcepro Search

    Portfolio manager job in Washington, DC

    SourcePro Search has a fantastic opportunity for a Manager, Business Development - Asset Management. This high-level role offers a high base, excellent growth potential and a fantastic firm culture. The Manager, Business Development will draft written pitches and proposals (including responses to RFPs/RFIs); perform client and market research and support other business development efforts; work with attorneys to identify and track key relationships and contacts; gather and record practice and industry experience and maintain lists of experience for use in BD efforts; and manage the directories submission process for the assigned groups, including drafting and submitting materials. Responsibilities: Manage RFP/RFI responses, tailored pitches and other business development efforts, including drafting content, identifying relevant capabilities and experience for inclusion, and liaising with other firm departments Fulfill attorney requests for experience lists, biographies, practice and industry descriptions and similar materials Develop collaborative professional relationships with partners, the members of the Client Development & Marketing team and other colleagues Conduct research on current and prospective clients, competitors and industries to identify business development opportunities Maintain BD prospects lists and track BD efforts, opportunities and outcomes Work with attorneys to identify and track key relationships and contacts Create, update and maintain marketing collateral material, including pitch decks, practice/industry/geography descriptions, brochures, experience lists, tombstones and related materials Proactively track data on firm experience and identify areas of emerging interest Follow up with attorneys to obtain complete information about matters and experience and record matter information in a timely manner and within required deadlines Manage the league table submission and reconciliation process for the Asset Management Group Manage the complete directory submission process, including drafting compelling submissions, identifying relevant matters, working with attorneys to identify appropriate references, uploading materials, liaising with the directories staff on interviews and other topics as needed, communicating results, etc. Develop familiarity with marketing and business development tools and databases, and maintain the integrity and completeness of marketing database content Liaise with Events and Communications team members with respect to events, conferences, sponsorships, and industry memberships, and provide BD support related to such efforts Support additional profile-raising activities from time to time as determined by the needs of the firm Qualifications: Undergraduate degree is required, JD preferred, prior legal practice or BD experience in assigned areas strongly preferred (Asset Management/Investment Funds/Corporate/Financial Services/Private Equity or similar) Minimum of 7 years of relevant experience in a law firm or professional services organization, with knowledge of law firm and practice area organization and structure. Strong writing skills, including experience drafting pitches, responses to RFPs/RFIs, practice descriptions and other marketing collateral Very strong attention to detail, accuracy and organization - must be able to work in a thorough, diligent manner Must demonstrate reliability and build trust through consistence performance and responsiveness with attorneys, fellow Client Development & Marketing team members and other firm support departments, including demonstrating responsiveness outside of business hours as needed Must demonstrate critical thinking skills by connecting information across various platforms and providing value added input Ability to communicate and collaborate with all levels of firm personnel, including attorneys and support staff Knowledge of and experience with third-party databases such as Pitchly, CapitalIQ, Preqin and PitchBook Advanced knowledge of Microsoft Word, Excel and PowerPoint and Adobe Acrobat are essential Ability to work proactively Ability to prioritize and work within tight deadlines There is a strong preference that the Manager, Business Development be based in the firm's New York or Washington, DC offices (other U.S. offices are open to discussion). The Manager, Business Development will provide dedicated support to the Asset Management Group and related assigned practices, industries and geographies. The Manager will work closely with Client Development & Marketing team members that support other functions and practice areas. Candidates with experience supporting asset management/investment funds practices or related practices such as corporate, financial services, private equity or similar practices, are preferred.****************************
    $69k-122k yearly est. 60d+ ago
  • Program Manager, Asset Management Systems - (26-WWT-810003-345)

    Dc Water 4.6company rating

    Portfolio manager job in Washington, DC

    The intent of this is to provide a representative summary of the major duties, locations, and responsibilities performed by incumbent(s) in this job. Incumbent(s) may not be required to perform all duties in this description, and incumbent(s) may be required to perform work-related tasks other than those specifically listed in this description. This job description is not a “contract” between the employee and the Authority. The job duties and essential functions may be changed at the discretion of the General Manager. General Job Title: Program Manager, Asset Management Systems Job Code: P0311 Supervises Directly: No New or Revised: Revised Regular or At-Will: At-Will Date Last Revised: 9/17/2025 Exempt or Non-Exempt: Exempt Compensation Approval Signature: Union/ Non-Union: Non-Union Department Name and Division: Wastewater Treatment-Operations-Central Administration, Operations Salary Schedule: Non-Union Salary Range Cost Center Code: 810003 Grade: NU17 Essential Position: No Reports To: Manager Asset Management EEO Code: Professionals Work Format In-Person Who We Are & What We Do: At DC Water, we provide more than 700,000 District of Columbia residents and 24.6 million annual visitors with essential water, wastewater, and stormwater services. DC Water also provides wholesale wastewater treatment services for 1.8 million people in Montgomery and Prince George's counties in Maryland, and Fairfax and Loudoun counties in Virginia. We aspire to be known for superior service, ingenuity, and stewardship to advance the health and well-being of our diverse workforce and communities. To achieve this vision, we commit to our shared mission every day-exceeding expectations by providing high quality water services in a safe, environmentally friendly, and efficient manner. Role Description: The Program Manager, Asset Management Systems is responsible for planning, implementing, coordinating, optimizing, and managing the use of systems that support the Asset Management Program such as the Computerized Maintenance Management System (CMMS), to effectively manage assets at the Blue Plains Advanced Wastewater Treatment Plant. Essential Duties & Responsibilities: Establishes policies, procedures, and standards for a comprehensive asset management program and system. Assists the supervisor with short- and long-term planning and goal development for the asset management program and system. Creates, implements, and monitors asset management data and the CMMS platform to support and enhance processes and methodologies. Manages end-to-end work management process and work order workflows. Recommends business process improvements and provides advice in the areas of maintenance planning and scheduling. Tracks and manages asset and location data throughout the asset lifecycle. Provides advice and support in the areas of inventory management, contract management, and procurement management including in the direct purchasing and inventory replenishments of asset and asset related inventories to all stakeholders. Establishes and maintains the asset criticality and risk framework (likelihood/consequence, failure modes), and embeds it in planning/scheduling priorities, PM optimization, spares strategy, and repair/replace/rehab (CAPEX/OPEX) decisions. Integrates priority asset condition signals with the CMMS; set alert thresholds to auto-create work orders, validate signal quality, and report effectiveness. Responsible for the quality assurance and control of asset data, maintaining accurate and up-to-date records in the CMMS. Provides analytics and management information on Asset Management KPIs such as maintenance compliance, downtime, backlog health, inventory turns/stock-outs, and schedule attainment; interprets results for decision-makers. Uses the CMMS to track lifecycle asset costs, such as labor, material, and contract services. Reviews and modifies inspection reports, work orders, detailed records and services rendered, equipment history, cost studies, equipment evaluations, standard maintenance procedures and manpower schedules. Coordinates ongoing activities with DC Water Information Technology personnel to ensure effective and economical use of CMMS. Analyzes user problems referred by Application Experts. Refer Application issues (bugs, performance, basic ‘process' type questions) to DC Water Information Technology Support. Administer CMMS configuration (business rules, code tables, security roles) under formal change control. Provides training, SOPs, and coaching to CMMS users; serves as the functional escalation liaison across Operations, Maintenance, IT, Finance, and Procurement; promotes best practices and continuous improvement. Ensures the adherence to safety, care of equipment and conduct, rules, regulations and procedures. Performs other related duties and projects as assigned at the discretion of the immediate supervisor. Supervisory Responsibilities: N/A Key Working Relationships: Interacts with officials throughout the Authority, other government and outside entities, and private consultants and contractors. Skills & Qualifications: The qualifications listed below are representative of the knowledge, skill, and ability necessary for an individual to perform each essential responsibility satisfactorily. Reasonable amounts of training are provided. Required Skills & Qualifications Required Experience: Five (5) years of comprehensive and progressive experience managing and optimizing CMMS platforms (e.g. Maximo, Infor EAM, SAP, Cityworks) to maintain a wide variety of industrial and process related equipment; or equivalent combination of education and experience Experience writing requirements for projects. Experience testing systems, writing queries, and troubleshooting software issues. Experience in managing System Configuration, workflow development and end-user training Experience implementing Asset Management policies Minimum Education Requirements: Bachelor's degree in Engineering, Information Technology, Business Administration or related field from an accredited college or university Required Skills: Asset Management Computerized Maintenance Management Systems and Document Management Systems Program Management Strong PC skills, proficiency in Microsoft Office applications; demonstrated experience working with database applications Analytical, Planning & Organizational Skills Data-driven Decision Making Attention to Detail & Accuracy Communication Skills, Customer Outreach Skills, Training Problem Solving Data Management Programming skills (SQL Server) Required Licenses & Certifications: N/A Required Languages: English Physical Requirements: General office conditions and walking in the field to collect asset data Preferred Skills & Qualifications Preferred Experience: N/A Preferred Education Requirements: IAM Certificate in Asset Management Project Management Professional Certification (PMP) Preferred Skills: N/A *The work environment characteristics described in the physical requirements section of the required skills & qualifications table are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities. Your Experience at DC Water: At DC Water, our people make us an industry leader. Join a group of thinkers, innovators, and problem solvers focused on protecting life's most precious resource in the nation's capital. Take pride in your work. We provide an essential service and do work that matters. A career at DC Water is an exciting opportunity to help improve the environment and make a lasting difference for the community. Connect to a strong culture. Everything we do is grounded in our shared values-accountability, trust, teamwork, customer focus, safety, and wellbeing. Be your true self. We are an inclusive organization that embraces diversity, and we recognize and celebrate employees' individuality and unique contributions. Build your skills and career path. We are committed to developing a future-ready workforce by helping our employees develop skills for the jobs of tomorrow. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing The Americans with Disabilities Act prohibits discrimination against “qualified individuals with disabilities.” If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email ************************* .
    $79k-97k yearly est. Auto-Apply 60d+ ago
  • Tax Manager - Partnerships

    Staff Financial Group

    Portfolio manager job in Washington, DC

    Tax Manager - Partnerships - Washington, DC Who: A CPA-certified tax professional with at least five years of public accounting experience, including two years of managerial experience. What: Manages complex client tax compliance, identifies planning opportunities, leads partnership and high-net-worth engagements, and develops staff while serving as the main client contact. When: Full-time position available immediately. Where: Washington, DC Metro market. Why: To support and grow a dynamic tax practice by delivering expert technical guidance, exceptional client service, and strong leadership across a diverse client base. Office Environment: A collaborative, inclusive, integrity-driven environment focused on professional development, innovation, and work-life balance. Salary: Competitive compensation with a comprehensive total rewards and benefits package. Position Overview: The Tax Manager will oversee tax compliance, planning, and advisory services for middle‑market clients across industries such as manufacturing, real estate and construction, and professional services. This role includes managing complex individual and partnership returns, providing estate, gift, and trust planning support, leading staff, and maintaining strong client relationships. Ideal candidates excel in technical tax matters, communication, and project management and thrive in a fast‑paced, collaborative environment. Key Responsibilities: Manage and review complex individual and partnership tax engagements. Provide tax planning and compliance support for partnerships and high-net-worth individuals. Address tax needs for clients across manufacturing, real estate, construction, and professional services. Identify tax and business issues and propose planning opportunities. Serve as the main client point of contact, overseeing workflows, deadlines, and deliverables. Lead, train, and develop tax staff and seniors. Demonstrate exceptional client service and communication skills. Qualifications: Bachelor's degree in Accounting (Master's preferred). Active CPA license required. Minimum 5 years of public accounting experience, including 2+ years in management. Strong background with C and S corporations, LLCs, and partnerships. Experience with pass-through entity taxation, particularly partnerships. Preferred experience with entity structuring, operating agreement review, allocations, and partner transactions. Experience with complex individual, estate, and gift tax planning is a plus. Strong understanding of client industries and business operations. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. #J-18808-Ljbffr
    $87k-122k yearly est. 2d ago
  • Portfolio Manager/Officer

    Industrial Bank 4.1company rating

    Portfolio manager job in Washington, DC

    Industrial Bank is a Community Bank that was established in 1934 and has been successfully operating for 90 years. It has acquired the distinction as a Community Development Financial Institution, with a mission to invest in low to moderate income communities we serve in the Mid-Atlantic region ranging from DC, Maryland, Virginia, New Jersey and New York City. Industrial Bank is known for its community engagement and volunteer participation in all the communities it serves. We embrace a culture of Professional Kindness and Ideal Team Player. Industrial Bank is seeking a qualified candidate for the position of Portfolio Manager. The qualified candidate must demonstrate an exceptional knowledge of the Commercial Lending Practices/Documentation. This position reports to the SVP/Chief Lending Officer at our 4812 Georgia Ave, NW, Washington, DC. Industrial Bank offers employees an array of health benefits, a 401K program, short and long term disability plans, and life insurance. We also provide employees with vacation time, sick/safe days, personal days and 11 paid holidays. The Portfolio Manager/Officer manages the receipt and processing of commercial loan applications, handles underwriting of credits under $500K, manages all administrative functions related to the commercial loan portfolio. The Portfolio Manager supports Commercial or Commercial Real Estate Loan Officers as designated and works directly with the Commercial Lending Team in performing assigned duties; and other duties as assigned A Day in the Life of a Portfolio Manager at Industrial Bank Manages all aspects of the designated commercial loan portfolio Review financial information and compare against financial covenants then place a note in the Loan file and advise the Loan Officer Review of Document Exceptions report /aka Ticklers Contact loan portfolio Borrowers on the exception report to request updated financial information and other required items to meet loan covenant requirements. Import financial information and supporting documentation collected into the Banks electronic loan file system Prepare the Loan Presentation Sheet (aka the “LPS”) using the Moody's electronic system Review past due report and makes collection efforts via phone call/email/letter Coordinate and arrange loan payments and manual draft payments for past due loans Applies the Bank's underwriting criteria to determine the risk rating of each new loan and loan renewal. Uses the FICO Credit Scoring module for loans that meet the criteria. Coordinating the loan closing with the Closing team is essential once a loan is approved. Completes the Loan Closing Checklist and submits it to the Loan Closing Manager Required education and experience Bachelor's degree in business administration, accounting, marketing, or a related discipline. 2-3 years' experience as a commercial loan analyst with important accounts. Knowledge of federal bank regulations. Knowledge of marketing and relationship management practices. Knowledge of financial and credit risk analysis. Additional eligibility preferences (types), if applicable. Moody's Lending Cloud . Banking Platforms . Microsoft WORD Excel Knowledge of computer software programs used to evaluate financial information and to maintain loan information.
    $98k-167k yearly est. Auto-Apply 13d ago
  • Portfolio Manager

    RER Solutions, Inc.

    Portfolio manager job in Washington, DC

    Job DescriptionDescription: Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. RER Solutions, Inc is accepting resumes for Portfolio Manager to become a part of our superior workforce. The Portfolio Manager will provide onsite and remote leadership services to the Department of Energy's Loan Programs Office's Division of Portfolio Management. RESPONSIBILITIES Provide comprehensive monitoring reports on portfolio loan performance of approved projects to the appropriate federal and project finance authorities Identify issues of contemporary and future impacts on the work, conduct an analysis of their implications and alternatives, and monitor the portfolio, individual projects, and guarantors for warning signs of credit deterioration Execute a portfolio risk management process that assists in identifying, managing, monitoring, and reducing risks in the portfolio while being conscious of the need to respond promptly to post-issue requests from borrowers, sponsors, and lenders Establish Asset Monitoring and Supervision work-flow processes and schedules to accomplish assigned projects, plans, and activities associated with approved office missions and functions, including the development of project-specific Credit Monitoring Plans Monitor energy sector developments pertinent to the borrower's operating environment, i.e., price and demand movements, legal and regulatory changes, and structured changes within the sector Present analyses through a variety of means, including formal written studies and oral presentations Independently function as a project transaction negotiator/re-negotiator throughout occurrences of debt restructuring Act as credit and financial analyst on the Portfolio Management Division teams Represent, as needed or requested, the office at interagency meetings, inter-creditor discussions, steering committees of creditors, and public conferences Interface with and obtain information from a variety of sources across the industry as well as other organizations to support the office's activities Provide in-depth analyses for structuring, updating, and maintaining the Credit Monitoring Plans Review project financial statements, progress and engineering reports, covenant compliance certificates, collateral reports, and information gathered from news reports and site visits Review, manage, and respond to post-closure requests from borrowers and lenders for amendments to loan terms, waivers, extensions, payment deferments, and other modifications related to operative loans and guarantees Prepare or collaborate with other senior staff in the preparation of comprehensive position papers, memorandums, and briefing materials across all phases of operations for use with senior management Review project and legal documents, including but not limited to Credit Committee memos; financing documents, including Credit Agreement, Security Agreement, Independent Engineering Report, project documents, including the Engineering Procurement, and Construction, Off-take, Supply, Operations, and Maintenance Agreements Negotiate new terms with borrowers or other creditors in the event of a default Prepare a Transfer Memo to the Special Assets Group when there is a determination question regarding the status of any borrower or liquidation as the only course of action available to ensure the maximization of taxpayer funds Lead and mobilize project teams to address the technical, legal-economic, and financial feasibility aspects of a transaction and to ensure compliance with LPO procedures, goals, and milestones Prepare regular credit reports for specific projects that adhere to the guidelines as set forth by the Portfolio Management Division Ensure all data for assigned projects are entered promptly and accurately in the Quicksilver Monitoring system Requirements: US Citizenship is required to obtain client-issued Public Trust A minimum of 10 years of related professional experience Proficiency in making presentations and explaining and creating financial models for a variety of audiences Expertise in applying analytical methods and evaluation techniques to a broad range of functional areas such as project and corporate risk assessment, accounting, and corporate finance to evaluate the viability of a loan transaction Ability to ensure effective compliance monitoring and reporting according to the terms contained in Credit Agreements and for overall portfolio risk management Knowledge of the financial, market, credit, and technical risks inherent in the distinct energy technologies, as well as appropriate mitigation, approaches available or desirable Knowledge in diverse corporate finance structures such as asset-based, limited, or full recourse project finance transactions to make sound financial decisions and recommendations Knowledge of the policies, processes, and practices available for the effective control of individual loan transactions and sector risks, as well as overall portfolio risk Skill in the research of finance structures such as corporate, asset-based, or limited resource project finance transactions to make sound financial decisions and recommendations Ability to address the technical, legal-economic, and economic feasibility aspects of high-value loans for large-scale projects Ability to perform complex financial analysis and make sound financial decisions Knowledge of borrowers' and lenders' requirements for terms of loan and loan guarantees Excellent written and oral communication skills Excellent attention to detail and an understanding of fundamental business writing Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook) EDUCATION: Bachelor's Degree or Master's (preferred) COMPENSATION Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits. This position is not available for Corp-to-Corp or 3rd party sourcing. 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.
    $90k-160k yearly est. 4d ago

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