Portfolio manager jobs in Edina, MN - 328 jobs

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market. What unites Anaplanners across teams and geographies is our collective commitment to our customers' success and to our Winning Culture. Our customers rank among the who's who in the Fortune 50. Coca-Cola, LinkedIn, Adobe, LVMH and Bayer are just a few of the 2,400+ global companies who rely on our best-in-class platform. Our Winning Culture is the engine that drives our teams of innovators. We champion diversity of thought and ideas, we behave like leaders regardless of title, we are committed to achieving ambitious goals, and we love celebratingour wins - big and small. Supported by operating principles of being strategy-led, values -based and disciplined in execution, you'll be inspired, connected, developed and rewarded here. Everything that makes you unique is welcome; join us and let's build what's next - together! Anaplan is looking for a motivated, results-driven Senior Tax Manager to join the team. The candidate should thrive in a fast-paced environment working across multiple tax functions, including provision, compliance, and controversy. This position will work cross-functionally with other departments in the Company as well as outside accounting firms. Your Impact Partner with external advisors in the management and preparation of the Company's tax provision. Prepare tax-related financial statement disclosures. Assist with effective tax rate modeling and forecasting. Ensure proper documentation and compliance with SOX for tax processes. Ensure tax returns, corporate income tax, and indirect taxes are filed timely and accurately. Manage statutory tax audits and inquiries by governmental authorities. Work with regional finance teams on tax matters related to financial statement audits. Support the month-end close process by assisting with tax-related journal entries and reconciling tax general ledger accounts. Monitor legislative and regulatory tax developments and communicate changes to the wider team. Your Qualifications 7+ years of relevant tax experience in public accounting and/or corporate tax department. Bachelor's degree in accounting or finance; Master's in taxation is a plus. CPA License Excellent verbal and written communication skills. Strong analytical and decision-making skills to resolve minor issues while recognizing critical matters requiring further attention. Base Salary Range: $117,000 - $168,000 USD Our Commitment to Diversity, Equity, Inclusionand Belonging (DEIB) We believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business. DEIB improves our workforce, enhances trust with our partners and customers, and drives business success. Build your career in a place where diversity, equity, inclusion and belonging aren't just words on paper - this is what drives our innovation, it's how we connect, and it contributes to what makes us a market leader. We believe in a hiring and working environment where all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your authentic self to work every day! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request accommodation. Fraud Recruitment Disclaimer It has come to our attention that fraudulent and fictitious job opportunities are being circulated on the Internet. Prospective candidates are being contacted by certain individuals, mainly through telephone calls, emails and correspondence, claiming they are representatives of Anaplan. The main purpose of these correspondences and announcements is to obtain privileged information from individuals. Extend offers to candidates without an extensive interview process with a member of our recruitment team and a hiring manager via video or in person. Send job offers via email. All offers are first extended verbally by a member of our internal recruitment team whenever possible and then followed up via written communication. All emails from Anaplan would come from an @anaplan.com email address. Should you have any doubts about the authenticity of an email, letter or telephone communication purportedly from, for, or on behalf of Anaplan, please send an email to ****************** before taking any further action in relation to the correspondence. #J-18808-Ljbffr

Tax Manager / Director (Remote) 💼 Full-Time | Competitive Salary + Growth Potential Reports to: CFO About the Company My client is a fast‑growing, self‑directed retirement account company with over $4.5 billion in assets under administration and 26,000+ accounts. We're on a mission to make alternative asset investing more accessible while maintaining top‑tier compliance and client service. With rapid growth projected to continue (35-40% annually), we're looking to build out our in‑house tax and compliance function as a key part of our next phase of expansion. The Opportunity We're seeking a Tax Manager or early‑stage Tax Director to build and lead our in‑house tax services function. This is a high‑impact opportunity for someone who wants to take ownership of the process, develop a new business unit, and grow quickly into a senior leadership role. Key Responsibilities Lead and manage all aspects of tax preparation and compliance for the firm's various entities and clients Oversee filings for Form 990, 1120, 1065, and related returns Manage tax research, planning, and compliance across multiple business entities Coordinate with internal finance, operations, and legal teams to ensure accuracy and compliance Evaluate and improve tax processes and internal controls Hire and mentor future tax staff (interns, staff‑level roles) as the department grows Work closely with executive leadership to develop tax strategy and identify new revenue opportunities within the tax services unit Qualifications CPA license required 4-8+ years of tax experience in a public accounting firm or corporate tax department Strong familiarity with Form 990, 1120, and general IRS processes Experience in small or midsize firm environments preferred Desire to take ownership and grow into a director or VP‑level role Excellent communication and leadership skills Compensation & Benefits Base salary: $120,000-$170,000+ depending on experience Bonus potential: Performance‑based, with the opportunity for significant upside based on success metrics Relocation assistance available for the right candidate if not remote Comprehensive benefits package Why Join Us? This role offers the rare opportunity to build something from the ground up - shaping a new in‑house tax department for a high‑growth, entrepreneurial financial services company. You'll work directly with senior leadership and have a fast track to advancement as the firm continues to scale. Contact 📩 Interested in learning more? Send your resume confidentially to steve@solidrockrecruiting.com 📞 Or call/text (605) 273‑2108 to discuss the opportunity in more detail. #J-18808-Ljbffr

A leading advisory firm is seeking a Tax Senior Manager in Minneapolis. In this role, you will provide tax compliance and consulting services, manage client relationships, and mentor junior staff. Ideal candidates should have over 8 years of tax experience, a CPA or JD, and strong leadership skills. The position offers flexibility, opportunities for career growth, and a competitive salary range of $122,300 to $231,870 based on experience. #J-18808-Ljbffr

Job Title: Tax Manager Salary: $120k - $150k (Annual Bonuses & Comprehensive Benefits Package included) We are a national, client-focused public accounting & professional services firm with two offices in Minneapolis. We've seen 20% in growth this year and have acquired 2 CPA firms and due to this growth we're looking to hire great talent and will promote quickly within. We are a mid-sized firm with over 50+ employees and are continuing to grow. We serve clients in several complex industries to include Professional Services, Real Estate, Manufacturing, Construction, HNWI's, Retail among others. We provide a dynamic work environment with significant growth opportunities within the firm. We are seeking an experienced Tax Manager and Senior Tax Manager to support our growing tax practice. This is a full time, Hybrid opportunity. Hybrid / Remote options are also available near any of our offices. This position is still actively interviewing with very quick interview processes. If interested, please apply today or email your resume directly to Kiefer.Cundy@cybercoders.com If you are a Tax Senior with 3+ years of experience, we have 3 spots open as we are looking to grow our team heading into 2025! Top Reasons to Work with Us: Awarded as a Best Place to Work (2022 & 2023 & 2024) GYM Membership (up to $1000 annually) Paid Lunches (up to $100 weekly) Strong emphasis on Flexibility & Overall Work Life Balances Competitive Compensation & Benefits Package Unlimited PTO Benefits Competitive Compensation Packages + strong annual bonuses Equity compensation Flexible working hours Gym Reimbursement - up to $100/year Internet Reimbursement - $100/month Paid Lunches - $100/week Profit Sharing & 401k plan with 6% match Any Hours Over 40 can be used at PTO or Be paid out if not used Continuing Professional Education (CPE) Opportunities for growth within the firm

Full-time Description The Investment Portfolio Manager is responsible for risk management, optimizing returns, and ensuring compliance with fiduciary and regulatory guidelines. The Investment Management function is responsible for managing Choice's fixed income bond portfolio, direct equity venture capital investments, and Limited Partner fund investments. Securities Analysis Complete qualitative and quantitative analysis for both initial underwriting efforts and ongoing analysis of individual positions. Evaluate products with complex cashflows and structural subordination to determine if they provide adequate risk mitigation versus return profiles. Utilize industry standard analytical platforms (Bloomberg, Intex, etc.) to perform risk, return, and relative value analysis. Develop and maintain financial models for all investment types. Provide insights into model outputs to key internal stakeholders. Perform periodic credit reviews for existing securities positions using sound judgement to determine if credit dynamics of the security warrant an elevation of credit monitoring. Meet with large institutional asset managers to underwrite and periodically reevaluate their credit underwriting process for managed structured products such as Collateralized Loan Obligations to ensure it is prudent and aligned with Choice credit appetites or objectives. Portfolio Analysis Complete statistical analysis on characteristics of individual securities to measure their contribution to portfolio risk exposures. Evaluate macro and microeconomic trends against the position of the portfolio. Recommend portfolio exposure adjustments based on risk exposures in relation to the economic environment. Refine portfolio strategy and objectives against evolving organizational goals, regulatory environment, and market landscape. Drive continuous improvement and implement new portfolio risk management and monitoring techniques or frameworks to solidify and expand a best-in-class portfolio management process within the community banking space. Conduct sophisticated stressing of portfolio aggregate and component exposures to inform and effectively mitigate risk exposures across environments. Communication & Documentation Adhere to internal and regulatory documentation standards for prepurchase due diligence, trade approvals, credit reviews, and other portfolio analysis. Prepare materials for Asset-Liability Management Committee meetings that review portfolio trends including KPI/KRI metrics as well as facilitate strategic discussion and decisioning. Facilitate cross-functional collaboration across departments and in particular the enterprise risk management function to ensure risk is effectively measured, monitored and communicated. Partner to revise risk metrics as appropriate. Support the continual process of Investment Policy refinement and compliance reporting. Provide written or verbal subject matter expert communication to senior and executive leadership upon request or as directed to foster transparency and effective challenge for management of the portfolios. What Success Looks Like in This Role Delivers accurate, insight-driven portfolio allocation analysis-incorporating dynamics around complex structured products-using Bloomberg, Intex, and robust internal modeling. Applies sound credit judgment and effectively engages external asset managers to ensure underwriting practices align with Choice's risk appetite and performance objectives. Produces clear, data-driven portfolio analytics and stress-testing insights that inform ALCO decisions and strengthen overall balance-sheet strategy. Anticipates market, economic, and regulatory developments and recommends portfolio adjustments that enhance risk-adjusted returns while aligning with organizational goals. Collaborates effectively across departments - especially with ERM-to refine risk metrics, strengthen governance, and provide transparent, expert communication to senior leadership. Requirements Bachelor's degree in finance, economics, or accounting (advanced degrees are advantageous). 7-10 years of experience in financial analysis, preferably within investment management. Chartered Financial Analyst (CFA) designation is desirable. Expertise in interest rate hedging/derivative strategy. Experience with fixed income tools of the trade (i.e. Bloomberg, etc.) Travel Requirement This position requires travel to support business needs, including team collaboration, internal trainings, and cross-functional initiatives. The frequency and duration of travel will vary based on organizational priorities and team needs. Culture Alignment Choice is #PeopleFirst, banking second. People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities. In contributing to our culture, Choice team members are guided by our core values. Embrace change and encourage innovation. Know when to ask for help and know when to offer help. Better the places we live. Work hard. Do the right thing. Have a little fun. Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values. Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here. Disclosure This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees. All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise. The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full-time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings. Salary Description $96,719 - $145,083 per year

Travel: >25% Company: Det-Tronics, a Spectrum Safety Solutions brand About Us Det-Tronics is a $200M global technology leader in industrial life safety solutions, specializing in high-end flame and gas detection and automation control systems. As part of Spectrum Safety Solutions-with 1,500 employees across 20+ countries-we serve mission-critical environments in oil & gas, clean energy, marine, and infrastructure. Backed by Sentinel Capital Partners, we're driving innovation and growth across our portfolio. The Opportunity We're seeking a Strategic Portfolio and Innovation Manager to lead our product portfolio strategy and lifecycle management (PLM). This high-impact role will shape the future of Det-Tronics by driving strategic planning, market insights, digital transformation, and organizational excellence. You'll work closely with executive leadership and cross-functional teams to build a best-in-class product management system. Key Responsibilities Develop and communicate the strategic product portfolio and business plan Lead market research, competitive analysis, and trend monitoring Collaborate with product management, engineering, regional teams, and leadership to execute multi-year strategies Define product value propositions, roadmaps, and drive fast decision-making Manage PLM across the lifecycle (phase-in to phase-out, SKU and backlog prioritization) Champion organizational development and cultural transformation toward portfolio-centric excellence Oversee the 4 Ps: Product, Price, Promotion, Place-including launches, pricing rules, and marketing programs Lead Voice of Customer initiatives to capture user needs and translate them into product requirements Evaluate M&A opportunities and strategic partnerships What You Bring Required: Bachelor's degree 5-10 years in product portfolio or product management Willingness to travel >25% Preferred: Strategy/consulting or large company experience Industry knowledge in Safety Solutions, Industrial Automation, or Fire & Gas Detection Strong business acumen and financial analysis skills Experience with digital transformation and customer insight programs Excellent communication and collaboration skills across all organizational levels Why Join Us? Work with a globally respected brand in life safety Influence strategic decisions at the executive level Drive innovation and transformation in a high-growth environment Enjoy development opportunities within a dynamic, private equity-backed company Benefits At Det-Tronics, we believe in taking care of our people. Our comprehensive benefits package includes: Health & Wellness: Medical, dental, and vision insurance plans with company contributions Financial Security: 401(k) retirement plan with company match, life and disability insurance Time Off: Generous paid time off (PTO), holidays, and flexible scheduling options Professional Growth: Career development programs, training opportunities, and tuition reimbursement Employee Support: Employee Assistance Program (EAP), wellness resources, and global mobility support Ownership Culture: Participation in our Ownership Program, empowering employees to share in our success Ready to shape the future of industrial safety? Apply now and join us in making every life safe and sound.

Join Hornig Companies, a team of hard-working individuals who truly care about their residents and coworkers. For over 65 years, our family-owned and operated residential property management company has provided individuals and families with homes, not just apartments. Our staff are valued for their individual knowledge, experience, character and personality. Hornig Companies is a place where our core values of trust, integrity and respect are not just words, our ownership and employees live these values every day. Nominated a Top Workplace ten years in a row! As a Multi-Housing Portfolio Manager, you will oversee the day-to-day operations of a portfolio of 25+ properties (400+ units). This role involves coordinating with various teams, including leasing, maintenance, renewals, and resident relations, to ensure high standards of service and resident satisfaction. You will also analyze market trends, develop strategic initiatives, and implement best practices to enhance operational efficiency. Strong communication and interpersonal skills are essential, as you will interact with owners, vendors, team members, and customers to achieve operational goals. Property Operations & Oversight Oversee the day-to-day operations of a portfolio of 25+ properties (400+ units). Personally inspect common areas and buildings to ensure proper appearance, cleanliness, maintenance, attractiveness, and safety of the property. Communicate regularly with the Director of Property Management regarding critical needs and overall operations of the communities. Respond appropriately to emergency situations, including criminal activity and fire alarms. Leasing, Marketing & Occupancy Manage marketing, leasing, and renewals to maximize occupancy and revenue. Schedule appointments and show apartments to prospective residents. Maintain a high level of occupancy across the portfolio. Move-Ins, Move-Outs & Unit Readiness Ensure new residents are properly moved in, including completing move-in inspections and releasing keys. Conduct pre-move-out inspections, issue follow-up notices, and coordinate re-inspections as needed. Ensure departing residents are properly moved out and all required paperwork is completed. Coordinate and oversee contractors (painters, carpet cleaners, cleaning crews, etc.) to ensure timely and quality unit readiness. Manage property renovations and upgrades for units and common areas. Staff Supervision & Vendor Management Supervise apartment community staff, including performance management, discipline, timekeeping, and payroll. Develop and maintain positive relationships with vendors, contractors, residents, and the site team. Compliance, Enforcement & Risk Management Enforce lease terms and ensure compliance with all applicable laws and regulations, including Fair Housing, building safety requirements, health codes, and local ordinances. Document lease violations and follow up with residents to ensure timely resolution. Resident Relations & Community Engagement Resolve day-to-day resident concerns with exceptional professionalism, care, and customer service. Communicate important information to residents in a clear, well-written, and positive manner. Plan and coordinate resident events and meetings to foster a positive sense of community. Reporting & Financial Administration Ensure all required reports (compliance reports, lease renewals, delinquency reports, etc.) are completed accurately and submitted on time. Audit and approve invoices for payment and thoroughly investigate any questionable charges. Additional Duties Complete other duties as assigned to meet business needs. What do other employees like about working at Hornig Companies? Culture of positivity, voted Top Workplace ten years in a row! Small company family values in our continually growing organization, prioritizing technology, advancement, and professionally maintained buildings. Ownership/management respect and appreciation for your knowledge and abilities in property management. Company-paid lunches and ongoing training. Opportunity to work with a team sharing camaraderie and passion for their profession. Year-end discretionary bonuses for all employees. Full benefits package, including paid time off and 401(k) match. What should you bring to the team? Minimum of 5 years of experience in property management, preferably in a multi-site or multi-housing environment. Strong leadership skills with the ability to manage cross-functional teams. Excellent communication and interpersonal skills to interact effectively with residents, owners, vendors, and team members. Experience in managing property finances, including reporting and cost control. Ability to analyze market trends and develop strategies. A proactive and solution-oriented approach to problem-solving. Ability to work independently as well as in a team environment. AppFolio Plus experience is preferred. Physical ability to lift 20 pounds occasionally and 10 pounds regularly, and to bend and reach. Valid driver's license and ability to meet insurance requirements.

We are seeking a driven and customer-focused Portfolio Manager to join our Lending team. Reporting to the Portfolio Manager Lead, the Portfolio Manager partners with banking teams to manage, maintain, and further develop loan and deposit relationships of clients while balancing appropriate risk and reward to the bank. RESPONSIBILITIES: Assist Bankers with the loan origination process: Attend client meetings and property visits for prospective clients Complete initial underwriting for Banker review Prepare pre-flight presentations for approval Draft loan proposals for client review Collect financial statements and documentation needed for underwriting Request credit presentations from the Analyst Group Act as the primary contact for questions during underwriting Ensure loan structure and reporting requirements adhere to the Bank's Credit Policy Review final presentations prior to submission for approval Ensure any change-memos needed prior to closing are completed Assist Bankers in the ongoing management of the team's loan portfolio: Respond to client inquiries and keep bankers apprised of client activity Attend client meetings and complete site inspections Collect financial information for loan renewals, covenant testing and annual reviews Complete covenant waiver proposals for Loan Committee Prepare repricing comments for Loan Committee Assist bankers with monitoring of past due loans and real estate taxes Work with bank management on special projects related to monitoring and managing of portfolio risk Attend networking functions and various industry events Develop an expertise in the loan closing process to include knowledge of all proper loan documentation and borrower entity documents as well as due diligence items such as title insurance, appraisals, environmental reports, and other items necessary to properly fund a loan Gain the understanding of how to structure, negotiate, and price new loans and renewals to maximize bank profitability Obtain knowledge of various loan and deposit programs and bank products Maintain knowledge of all supporting software, compliance, policies and procedures as they relate to the loan department Adheres to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA QUALIFICATIONS: Bachelor's degree in finance, economics, business or related field 3+ years related banking experience Superior analytical/reasoning skills Proficiency in Microsoft Word, Excel, PowerPoint and Outlook Excellent written, verbal, and interpersonal communication skills Ability to think critically, solve problems, make decisions and build trust across the organization ABOUT BRIDGEWATER BANK: Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us? COMPENSATION & BENEFITS: The typical annual base pay range for this role is between $82,900 - $105,000. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Parental leave 401(k) with employer match Paid vacation & paid holidays PLEASE NOTE: The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law. STATUS: Exempt

About PPL Project for Pride in Living (PPL) is a nonprofit organization dedicated to empowering low-income individuals and families to become self-reliant through integrated services in housing, employment, and education. We believe in the power of community and the potential of every person. When joining PPL, you become a part of a diverse team whose goal is to assist our residents and communities with the groundwork they need not only to survive but also to thrive. Job Summary The Portfolio Manager oversees a designated group of residential properties within PPL's affordable and supportive housing portfolio. This role ensures operational excellence, financial performance, and resident satisfaction while aligning with PPL's mission to empower individuals and strengthen communities. Essential Duties and Responsibilities Marketing and Leasing: Oversee in collaboration with maintenance staff, apartment turnovers; tracking, coordinating and communicating apartment readiness with maintenance department and outside vendors Assist both property managers and compliance specialist with completing income certification and recertification of residents Assure prospective and current tenants understand and adhere to lease obligations and PPL House Rules Budget Management: Take appropriate rent collections actions; implement rent increases in accordance with the approved Rent Matrix Prepare monthly management and variance reports; prepare annual budget information Property Conditions and Operations: Maintain appearance of properties to the best possible advantage within available resources, and coordinate with Facilities Management regarding inspections, maintenance, and apartment turns Coordinate maintenance and vendor readiness for agency inspections Monitor occupancy, financial and other goals for properties Monitor the rent collection activities and performance of assigned Teams Minimum Requirements Proficient in spreadsheet and property management software Financial analysis skills Knowledge of Property Management, budgeting, and financial reporting Familiarity with low-income housing funding mechanisms, including subsidy and compliance programs, such as LIHTC, MHOP etc Must have a valid driver's license, a good driving record as determined by our insurance carrier, proof of insurance, and access to reliable transportation Education and Experience Associate degree in Property Management, Real Estate Management or Accounting and/or demonstrated competence in managing properties and personnel 4 - 6 years' experience in property management Or any combination of education and experience that provides equivalent knowledge, skills, and abilities to perform the job duties satisfactorily Salary/Hours: Full Time/Exempt: $76,900.00-$78,499.00 /annually DOQ Benefits: Health & Dental Insurance Employer-Paid Short & Long-Term Disability & Life Insurance Paid Parental Leave HSA or FSA Options PTO & Paid Holidays 403(b) Retirement Plan with Employer Match Summer Half-Day Fridays (Memorial Day-Labor Day) Meaningful work that impacts lives Project for Pride in Living, Inc. is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the organization will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary • Are you passionate about tying business, data, and systems together? • Do you enjoy trouble shooting and solving problems? • Are you driven by impeccable quality in all you do? We are looking for a Senior Investment Systems Analyst (ISA) to provide solution support of Investment systems and related processes that directly support decision making for business teams. As a member of an Investment Technology and Data team, the ISA partners with other ISAs and Engineers to maintain and evolve the production environment according to the business needs; interfacing between Portfolio Managers, Research Analysts, Operations team members, and Market Data Vendors as needed. They own improvement of operational processes, issue resolution, change management, data quality for applications and visualization in their knowledge area. The ISA applies business knowledge, systems analysis, and analysis skills to the day-to-day and project work assigned to the team. Job Responsibilities and Duties Provide front-line process and system support for assigned internal customers, systems, and processes. Partner with Engineering teams and other ISAs to improve the reliability and effectiveness of solutions. Interface with internal customers frequently to capture business priorities and understand their ever-changing needs. Oversee the successful movement of key data through complex systems and processes. Partner with other Investment Technology, Data and Operations teams to develop and reinforce system and process standards throughout the investment department. Lead or participate in projects that implement new processes, systems, and/or data visualizations; contributing to requirements, design, planning, and development and execution of test cases. Serve as a liaison to Engineering teams for development, implementation, and maintenance of assigned systems. Develop relationships with external peers and vendors to keep current with technology and industry trends. Job Qualifications Required: Bachelor's degree. 6-8+ years of experience in the asset management industry; with experience in an Investment Systems Analyst, Business Intelligence Analyst, Business Systems Analyst, Data Analyst, or other similar position. Experience successfully communicating between portfolio managers, operations, IT, and market solution providers. Strong experience with Aladdin. Experience with Microsoft Power BI or similar data visualization tool. Desire to learn and understand the investment business and related processes. Innovative/Continuous Learner - You aspire to stay current and demonstrate a modern approach to solving problems and/or realizing opportunities. Customer focused with a strong sense of urgency; thrives on getting things done. Quality and accuracy are paramount. Strong analytical and problem-solving skills; while remaining open minded. Collaborative - You are team minded and know how to leverage the strengths of others. Continuous improvement mindset regarding data quality, business process, and operational risk. Self-starter. Preferred: Technical aptitude with languages such as R, Python, and SQL/Snowflake. MBA / CFA or in progress. Experience with FactSet and Bloomberg. Knowledge of Fixed Income securities and benchmarks. Additional Information This position requires you to work on-site in Minneapolis, MN a minimum of three days a week. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $98,884.00 - $133,783.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Other Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. Production of recurring deliverables provided to internal business partners. Actively support implementation of changes impacting performance, including development of solutions. Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. Ensure documentation of relevant processes are complete, detailed and well-maintained. Work on ad-hoc projects as needed. Required Qualifications BS/BA degree in Business, Finance, Accounting, or similar Knowledge of investments, fund accounting and reporting 5-7 years work experience in the financial services or investment management industry A standout colleague who can efficiently meet fast paced target dates Critical thinker with strong problem-solving skills Strong verbal and written communications skills Strong organizational skills Ability to work independently Preferred Qualifications Curiosity about financial markets Work experience specific to performance measurement and analytics Experience with investment analytic systems like FactSet or BlackRock CIPM, CFA or eager to pursue Proficiency with Microsoft Excel and Access About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management

Job DescriptionIntro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. Core responsibilities: Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments Partner with the origination team to identify, evaluate, and help close target counterparties Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams Strong written and verbal communication skills with both technical and non-technical stakeholders Thrives in a fast-paced, growth-oriented environment

Old National Bank has been serving clients and communities since 1834. With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants. Salary Range The salary range for this position is $81,700 - $165,100 per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Management of investment portfolios: * Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences. * Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies. * Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash. * Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. * Transition non-compliant portfolios to approved strategies. * Manage account liquidity to provide for ongoing cash demands and distributions and risk management. * Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews. Relationship management and development: * Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting. * Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment. * Prepares and presents detailed investment information to clients. * Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers. * Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience. * Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. * Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate. * Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.May provide leadership through interaction and mentoring of other investment associates. * Participate in weekly Portfolio Manager meetings. * Work individually or with a team on assigned projects. Develops and maintains current industry knowledge and expertise * Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events. * Accountable for personal execution of initiatives, new capability rollouts, and required training. * Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies. * Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations. * Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions. Skills and Qualifications * Bachelor's degree - Business, finance, economics or relevant degree. * Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives. * CFA or other advanced designation such as CPA or CFP * Graduate degree such as MBA or JD preferred * Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.) * 10+ years of investment decision making and financial consulting experience working with high net worth clients. * May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. * Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. * Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement. * Requires specialized depth and/or breadth of expertise in own job discipline or field. * Interprets internal/external business challenges and recommends best practices to improve products, processes, or services. * Communicates difficult concepts and negotiates with others to adopt a different point of view. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients Manage teams of tax professionals and assistants working on client projects Advise clients and be accountable for delivering high quality tax service and advice Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Prior experience with pass-through entities and partnerships Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

A leading tech firm in Minneapolis is seeking a motivated Senior Tax Manager to join their team. The ideal candidate will have over 7 years of relevant tax experience, a Bachelor's degree in accounting or finance, and a CPA License. Responsibilities include managing tax provisions, ensuring compliance, and assisting with audits. This role offers a competitive salary range of $117K to $168K USD, along with a commitment to diversity and inclusion within the workplace. #J-18808-Ljbffr

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 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 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 #J-18808-Ljbffr

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary * Are you passionate about tying business, data, and systems together? * Do you enjoy trouble shooting and solving problems? * Are you driven by impeccable quality in all you do? We are looking for a Senior Investment Systems Analyst (ISA) to provide solution support of Investment systems and related processes that directly support decision making for business teams. As a member of an Investment Technology and Data team, the ISA partners with other ISAs and Engineers to maintain and evolve the production environment according to the business needs; interfacing between Portfolio Managers, Research Analysts, Operations team members, and Market Data Vendors as needed. They own improvement of operational processes, issue resolution, change management, data quality for applications and visualization in their knowledge area. The ISA applies business knowledge, systems analysis, and analysis skills to the day-to-day and project work assigned to the team. Job Responsibilities and Duties * Provide front-line process and system support for assigned internal customers, systems, and processes. * Partner with Engineering teams and other ISAs to improve the reliability and effectiveness of solutions. * Interface with internal customers frequently to capture business priorities and understand their ever-changing needs. * Oversee the successful movement of key data through complex systems and processes. * Partner with other Investment Technology, Data and Operations teams to develop and reinforce system and process standards throughout the investment department. * Lead or participate in projects that implement new processes, systems, and/or data visualizations; contributing to requirements, design, planning, and development and execution of test cases. * Serve as a liaison to Engineering teams for development, implementation, and maintenance of assigned systems. * Develop relationships with external peers and vendors to keep current with technology and industry trends. Job Qualifications Required: * Bachelor's degree. * 6-8+ years of experience in the asset management industry; with experience in an Investment Systems Analyst, Business Intelligence Analyst, Business Systems Analyst, Data Analyst, or other similar position. * Experience successfully communicating between portfolio managers, operations, IT, and market solution providers. * Strong experience with Aladdin. * Experience with Microsoft Power BI or similar data visualization tool. * Desire to learn and understand the investment business and related processes. * Innovative/Continuous Learner - You aspire to stay current and demonstrate a modern approach to solving problems and/or realizing opportunities. * Customer focused with a strong sense of urgency; thrives on getting things done. * Quality and accuracy are paramount. * Strong analytical and problem-solving skills; while remaining open minded. * Collaborative - You are team minded and know how to leverage the strengths of others. * Continuous improvement mindset regarding data quality, business process, and operational risk. * Self-starter. Preferred: * Technical aptitude with languages such as R, Python, and SQL/Snowflake. * MBA / CFA or in progress. * Experience with FactSet and Bloomberg. * Knowledge of Fixed Income securities and benchmarks. Additional Information * This position requires you to work on-site in Minneapolis, MN a minimum of three days a week. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $98,884.00 - $133,783.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Other Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. Core responsibilities: Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments Partner with the origination team to identify, evaluate, and help close target counterparties Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams Strong written and verbal communication skills with both technical and non-technical stakeholders Thrives in a fast-paced, growth-oriented environment