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Portfolio manager jobs in Fountainebleau, FL

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  • Credit Portfolio Manager

    Fintrust Connect

    Portfolio manager job in Coral Gables, FL

    For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Credit Portfolio Manager - Coral Gables, FL FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Coral Gables, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio. Why this opportunity? Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices Workplace: On-site in Coral Gables, FL Function: Loan portfolio management, credit analysis, and support of loan origination and renewal processes Requirements: 10+ years of experience in commercial credit or portfolio management Bachelor's degree required; preferably in Finance, Accounting, or Economics Proficiency in financial analysis, including global cash flow and credit risk evaluation Experience preparing credit packages and pricing models Familiarity with commercial lending structures, loan covenants, and underwriting standards Description: Evaluate loan requests and perform risk assessments for commercial borrowers and prospects Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions Conduct financial spreads, narrative preparation, and loan pricing analyses Complete credit presentations and coordinate loan closings and renewals Perform ongoing portfolio monitoring, including annual reviews and covenant compliance Stay informed on industry trends and sector-specific risks Ensure timely and accurate collection of financial documentation and compliance with internal policies
    $65k-114k yearly est. 2d ago
  • Portfolio Manager

    Resihome, LLC

    Portfolio manager job in Miami, FL

    We're committed to enriching the lives of those around us - one home at a time. Ready to make a difference? We're looking for innovators, changemakers and energetic professionals who want to join in on our amazing mission and company culture. We're a leader in the Single Family Rental industry and have been named one of Atlanta's Top Workplaces, ranked #3 on Qualified Remodeler's Top 500, and ranked #1 for ACG's fastest-growing company in Georgia. Our Property Management division is committed to providing our residents with quality homes and best-in-class service, while also seeking to maximize our clients' investments. Ready to make an impact in a fast-growing, innovative company? Apply today! BENEFITS: Paid Holidays, Paid Time Off, 401k Matching, Medical, Vision and Dental Insurance, Wellness Initiatives, Short-Term Disability, Employee Assistance Program, and More Position Purpose: Overseeing property and team management functions in a designated market. This is a field-based role. You will be managing a market of homes, empowering your team to put the Resident experience first while managing all property management functions in your market. Job Responsibilities: Team Management Daily oversight of all team members (1-5 direct/indirect people) Manage daily operations to ensure all goals are met for the company, resident and investors Serve as the subject matter expert for an assigned market and be a resource for all team members Partner with training team to ensure that all laws, processes and procedures are followed Business Management Handle escalated resident issues/concerns, including maintenance issues, to ensure resident satisfaction Maintain accurate account receivable activities, including (but not limited to) posting charges and payments, maintaining resident ledgers and collection efforts Maximize revenue, minimize expenses, maximize resident experience and achieve financial goal for homes in the assigned market Achieve the highest level of annual renewals and rent escalation as possible Maintain ongoing, in-depth knowledge of assigned market, market rents, and demographics to strategically evaluate and make recommendations for future leasing activity in partnership with the Director of Leasing Ensure team follows all terms of Fair Housing, the Fair Credit Reporting Act, the American with Disabilities Act, and any other pertinent laws Conduct mystery shopper activities on product and processes to ensure prospective applicants can easily find, apply, become approved and complete a move in with maximum satisfaction Assist with in-field duties as necessary; this may include (but not be limited to) home showing and move-in/out activities as well as HOA and municipality networking Job Requirements (Including Education): Minimum of 3 years of experience as a Property Manager with at least 2 years of remote field and people management experience. Active real estate license in the state of placement is preferred. Bachelor's degree in Business Management or similar field required. Must have a proven track record of success for maximizing occupancy and reducing delinquency. Must have a demonstrated mastery of sales, marketing, financial and management skills. Proficient with technology utilizing Microsoft office suite including Microsoft Excel, Word, and the Google Suite Must have the ability to hire, train and motivate a highly effective team. Must be a team player, reliable and organized. Must be professional energetic and positive. Must have excellent verbal and written communication skills. Must have excellent leadership and motivational skills. Thorough understanding of Landlord/Tenant laws in multiple states Aptitude for managing multiple daily tasks and longer-term strategic projects; capable of prioritizing and meeting timelines set by management. Must possess a valid driver's license.
    $65k-114k yearly est. Auto-Apply 37d ago
  • Portfolio Manager

    Resicap

    Portfolio manager job in Miami, FL

    We're committed to enriching the lives of those around us - one home at a time. Ready to make a difference? We're looking for innovators, changemakers and energetic professionals who want to join in on our amazing mission and company culture. We're a leader in the Single Family Rental industry and have been named one of Atlanta's Top Workplaces, ranked #3 on Qualified Remodeler's Top 500, and ranked #1 for ACG's fastest-growing company in Georgia. Our Property Management division is committed to providing our residents with quality homes and best-in-class service, while also seeking to maximize our clients' investments. Ready to make an impact in a fast-growing, innovative company? Apply today! BENEFITS: Paid Holidays, Paid Time Off, 401k Matching, Medical, Vision and Dental Insurance, Wellness Initiatives, Short-Term Disability, Employee Assistance Program, and More Position Purpose: Overseeing property and team management functions in a designated market. This is a field-based role. You will be managing a market of homes, empowering your team to put the Resident experience first while managing all property management functions in your market. Job Responsibilities: Team Management Daily oversight of all team members (1-5 direct/indirect people) Manage daily operations to ensure all goals are met for the company, resident and investors Serve as the subject matter expert for an assigned market and be a resource for all team members Partner with training team to ensure that all laws, processes and procedures are followed Business Management Handle escalated resident issues/concerns, including maintenance issues, to ensure resident satisfaction Maintain accurate account receivable activities, including (but not limited to) posting charges and payments, maintaining resident ledgers and collection efforts Maximize revenue, minimize expenses, maximize resident experience and achieve financial goal for homes in the assigned market Achieve the highest level of annual renewals and rent escalation as possible Maintain ongoing, in-depth knowledge of assigned market, market rents, and demographics to strategically evaluate and make recommendations for future leasing activity in partnership with the Director of Leasing Ensure team follows all terms of Fair Housing, the Fair Credit Reporting Act, the American with Disabilities Act, and any other pertinent laws Conduct mystery shopper activities on product and processes to ensure prospective applicants can easily find, apply, become approved and complete a move in with maximum satisfaction Assist with in-field duties as necessary; this may include (but not be limited to) home showing and move-in/out activities as well as HOA and municipality networking Job Requirements (Including Education): Minimum of 3 years of experience as a Property Manager with at least 2 years of remote field and people management experience. Active real estate license in the state of placement is preferred. Bachelor's degree in Business Management or similar field required. Must have a proven track record of success for maximizing occupancy and reducing delinquency. Must have a demonstrated mastery of sales, marketing, financial and management skills. Proficient with technology utilizing Microsoft office suite including Microsoft Excel, Word, and the Google Suite Must have the ability to hire, train and motivate a highly effective team. Must be a team player, reliable and organized. Must be professional energetic and positive. Must have excellent verbal and written communication skills. Must have excellent leadership and motivational skills. Thorough understanding of Landlord/Tenant laws in multiple states Aptitude for managing multiple daily tasks and longer-term strategic projects; capable of prioritizing and meeting timelines set by management. Must possess a valid driver's license.
    $65k-114k yearly est. Auto-Apply 37d ago
  • Portfolio Manager

    Atto Trading Technologies

    Portfolio manager job in Miami, FL

    Job Description About Us Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in cash equities and futures. We are building a global, diverse team, with experts in trading, statistics, engineering, and technology to trade global markets. Our disciplined approach combined with rapid market feedback allows us to quickly turn ideas into profit. Our environment of learning & collaboration allows us to solve the world's hardest problems, together. As a small firm, we remain nimble and hold ourselves to the highest standards of integrity, ingenuity, and effort. Responsibilities Develop quantitative strategies with a minimum annual PNL of $2MM USD, Sharpe of 5, and an ROC of >= 75% Manage all aspects of developing and managing the strategies, given the firm-provided platform and infrastructure Requirements Bachelor or higher degree in a quantitative discipline (Computer Science, Math, Physics) Strategy with a proven track record of recent and consistent production performance Deep understanding of strategies and research process Self-driven If applying individually, you must know C++. If applying as a team, at least 1 member needs to be proficient in C++. Please include your strategy performance data and business plan, and some metrics. Description of strategies (and/or research without any IP sensitive details). Strategy history: idea, research, simulation, production. Your current position and experience. If you are applying together as a team, what will everyone contribute? What will you need to hire out or use firm resources for? Recommended metrics: Capital requirements, leverage, and book size ROC Average Daily PNL Max Drawdown Sharpe Holding Period Potential Capacity Benefits Formulaic bonus payout based on P&L, Expenses, Sharpe, and ROC Location-specific base and benefits
    $65k-114k yearly est. 16d ago
  • Portfolio Manager

    Resicap Payroll, LLC

    Portfolio manager job in Miami, FL

    We're committed to enriching the lives of those around us - one home at a time. Ready to make a difference? We're looking for innovators, changemakers and energetic professionals who want to join in on our amazing mission and company culture. We're a leader in the Single Family Rental industry and have been named one of Atlanta's Top Workplaces, ranked #3 on Qualified Remodeler's Top 500, and ranked #1 for ACG's fastest-growing company in Georgia. Our Property Management division is committed to providing our residents with quality homes and best-in-class service, while also seeking to maximize our clients' investments. Ready to make an impact in a fast-growing, innovative company? Apply today! BENEFITS: Paid Holidays, Paid Time Off, 401k Matching, Medical, Vision and Dental Insurance, Wellness Initiatives, Short-Term Disability, Employee Assistance Program, and More Position Purpose: Overseeing property and team management functions in a designated market. This is a field-based role. You will be managing a market of homes, empowering your team to put the Resident experience first while managing all property management functions in your market. Job Responsibilities: Team Management Daily oversight of all team members (1-5 direct/indirect people) Manage daily operations to ensure all goals are met for the company, resident and investors Serve as the subject matter expert for an assigned market and be a resource for all team members Partner with training team to ensure that all laws, processes and procedures are followed Business Management Handle escalated resident issues/concerns, including maintenance issues, to ensure resident satisfaction Maintain accurate account receivable activities, including (but not limited to) posting charges and payments, maintaining resident ledgers and collection efforts Maximize revenue, minimize expenses, maximize resident experience and achieve financial goal for homes in the assigned market Achieve the highest level of annual renewals and rent escalation as possible Maintain ongoing, in-depth knowledge of assigned market, market rents, and demographics to strategically evaluate and make recommendations for future leasing activity in partnership with the Director of Leasing Ensure team follows all terms of Fair Housing, the Fair Credit Reporting Act, the American with Disabilities Act, and any other pertinent laws Conduct mystery shopper activities on product and processes to ensure prospective applicants can easily find, apply, become approved and complete a move in with maximum satisfaction Assist with in-field duties as necessary; this may include (but not be limited to) home showing and move-in/out activities as well as HOA and municipality networking Job Requirements (Including Education): Minimum of 3 years of experience as a Property Manager with at least 2 years of remote field and people management experience. Active real estate license in the state of placement is preferred. Bachelor's degree in Business Management or similar field required. Must have a proven track record of success for maximizing occupancy and reducing delinquency. Must have a demonstrated mastery of sales, marketing, financial and management skills. Proficient with technology utilizing Microsoft office suite including Microsoft Excel, Word, and the Google Suite Must have the ability to hire, train and motivate a highly effective team. Must be a team player, reliable and organized. Must be professional energetic and positive. Must have excellent verbal and written communication skills. Must have excellent leadership and motivational skills. Thorough understanding of Landlord/Tenant laws in multiple states Aptitude for managing multiple daily tasks and longer-term strategic projects; capable of prioritizing and meeting timelines set by management. Must possess a valid driver's license.
    $65k-114k yearly est. Auto-Apply 37d ago
  • Group Portfolio Manager - Commercial Banking Credit

    Canadian Imperial Bank of Commerce 3.8company rating

    Portfolio manager job in Miami, FL

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You'll Be Doing As a Group Portfolio Manager within Commercial Banking, you will play a pivotal role in monitoring client relationships, managing junior credit analysts, and leading the oversight of managing a credit portfolio. How you'll succeed * Portfolio Management & Credit Oversight: * Maintain and deepen partnerships across business functions to support client needs and business objectives, while maintaining high credit standards. * Lead and participate in preparing deal reviews with Commercial Bankers, Market Managers, Regional Managers, and senior leadership. * Guide deals through the credit approval process. * Advise on credit actions related to the existing portfolio, including structuring, waivers, and modifications. * Deal Execution & Guidance: * Provide expert guidance on deal structuring through to approval and closing. * Ensure all transactions align with CIBC's risk appetite and credit policies. * Leverage external tools like CapitalIQ, FactSet, Moody's Risk Analyst and Excel along with CIBC"s proprietary tools, to model financial statements, generate credit ratings, and analyze the creditworthiness of a borrower. * Process Improvement and Best Practices * Identify opportunities to improve efficiency, accuracy, and quality in credit analysis and package preparation processes. * Contribute to the development and implementation of credit policies, procedures, and training materials. * Leadership and Team Development * Experience mentoring, coaching, and supervising junior analysts or team members. * Commitment to fostering a collaborative and high-performance team environment. * Client and Internal Stakeholder Engagement * Work closely with analysts, relationship managers, clients, and internal partners to gather relevant information and ensure timely delivery of credit submissions. You will have the flexibility to manage your work activities within an in-office work arrangement where you'll spend 4 days per week on-site, and one day will be remote. Who You Are * Advanced Credit Underwriting Expertise * 10 years experience proven ability to underwrite complex commercial credit transactions, including large public companies and sponsor-backed deals. * Deep understanding of financial statement analysis, cash flow modeling, and risk assessment for a variety of industries and deal structures. * Experience with Diverse Transaction Types * Demonstrated experience structuring and analyzing credit for large corporates, mid-market companies, and transactions involving private equity sponsors or leveraged buyouts. * Familiarity with syndicated loans, acquisition financing, and other sophisticated lending solutions. * Analytical and Problem-Solving Skills * Strong quantitative and qualitative analytical skills to identify key credit risks and opportunities. * Ability to synthesize complex information and present clear, actionable recommendations. * Leadership and Team Development * Experience mentoring, coaching, and supervising junior analysts or team members. * Commitment to fostering a collaborative and high-performance team environment. * Communication and Presentation Skills * Excellent written and verbal communication skills for preparing credit packages, presenting recommendations, and engaging with internal and external stakeholders. * Ability to articulate complex credit issues and defend recommendations to credit committees or senior management. * Regulatory and Compliance Knowledge * Thorough understanding of regulatory requirements, internal policies, and risk management frameworks relevant to commercial credit. * Commitment to maintaining documentation and processes that meet audit and compliance standards. * Technical Proficiency * Advanced proficiency in financial modeling, Excel, and credit analysis tools. * Familiarity with credit scoring systems and portfolio management software. * Business Acumen and Market Awareness * Keen awareness of market trends, industry developments, and macroeconomic factors affecting commercial banking and credit risk. * Ability to anticipate potential impacts on client portfolios and recommend proactive strategies. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $175,000.00 - $240,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. California residents - your privacy rights regarding your actual or prospective employment #LI-TA At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. What you need to know * CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** * You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. * We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Expected End Date 2025-09-30 Job Location FL-Miami, 2811 Ponce De Leon Blvd, Ste 510 Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Credit Negotiations, Decision Making, Ensure Compliance, Relationship Building, Risk Assessments, Risk Management and Mitigation, Underwriting
    $62k-109k yearly est. Auto-Apply 3d ago
  • Credit Portfolio Manager I

    TD Bank 4.5company rating

    Portfolio manager job in Coral Gables, FL

    Greenville, South Carolina, United States of America **Hours:** 40 **Pay Details:** $91,000 - $136,240 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Credit Portfolio Manager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors and supports commercial banking team and recommends credit solutions that add value to the Customer. **Depth & Scope:** + Gathers financial and general business information pertaining to customer and prospect loan requests, performs financial analyses needed to make credit decisions; Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors; Supports commercial banking team and recommends credit solutions that add value to the Customer + Manages specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; May manage overall analytical support and workflow production needs for a department + Works on larger, more complex deals, mainly focused on Middle Market + May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives + Acts as a consultant to business lines regarding credit issues, processes and procedures + Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines + Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners + Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies + Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations + May communicates credit decisions to Relationship Managers and Account Managers + Manages and oversees workflow and adherence to policy for department + Participates in organizational cost benefit analysis and implementation + Manages activities by creating and maintaining quantifiable service level standards against business performance + Ensures timeliness of information and efficiency in process and workflow + Maintains confidentiality of credit and customer information at all times + May lead a team of Credit Analysts within a region or market **Education & Experience:** + Bachelor's degree or equivalent experience + 5+ years related experience + Strong understanding of commercial business development techniques and credit decisions. + Demonstrates business development track record + Strong market presence with wide network of outside referral sources for new business + Demonstrates credit and financial analysis skills + Refined negotiation skills + Demonstrates communication skills, both verbal and written. + Demonstrates PC skills **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $91k-136.2k yearly 1d ago
  • Sr. Manager, Portfolio Lifecycle Planning & Commercial Analytics

    Monster Beverage 1990 Corporation 4.1company rating

    Portfolio manager job in Miami, FL

    About Monster Energy: Forget about blending in. That's not our style. We're the risk takers, the trailblazers, the game-changers. We're not perfect and we don't pretend to be. We're raw, unfiltered, and a bit unconventional. Our drive is just like our athletes, unrivaled. The power is in your hands to define what success looks like and where you want to take your career. It's not just about what we do, but about who we become on along the way. We are much more than a brand here. We are a way of life, a mindset. Join us. A Day in the Life: In the dynamic role of Sr Manager Portfolio Planning & Analytics at Monster Energy, you'll be at the forefront of our innovation drive! You'll channel your expertise in research and historical analysis to set the bar high for our new product launches. By crafting killer "like" SKU benchmarks, you'll ensure our innovations roar onto the scene with impact. You'll lead the charge in developing initial forecasts, diving into post-mortem analytics, and orchestrating lifecycle planning to fuel our business growth. Plus, you'll be a catalyst for change, spearheading the transition of innovation forecasting to Salesforce, ensuring a seamless and powerful transformation. Unleash your potential and be part of the energy that powers Monster's legendary growth! The Impact You'll Make: * Establish new product performance expectations using proxy SKU benchmarks. Analyze historical data, research, and market assumptions to set realistic performance targets for innovation, ensuring alignment with business growth goals. * Develop initial innovation forecasts in partnership with Commercial/RGM. Build robust volume forecasts to support commercialization planning, while aiding in the transition of forecasting responsibilities to Salesforce for the long-term process optimization. * Conduct post-launch performance reviews and diagnostics. Evaluate in-market performance of new products to generate actionable insights that inform future innovation and commercialization strategies. Consistently feed actionable insights and business intelligence to the team to inform decision making and optimize portfolio and commercialization strategies. * Deliver recurring dashboards and business intelligence. Provide timely, data-driven insights to support decision making and optimize portfolio and commercialization strategies. * Maintain and update innovation trackers with in-market performance data. Ensure accurate and current tracking of innovation performance to support visibility and accountability across teams. * Support Portfolio Strategy and ad hoc projects. Provide analytical expertise to strategic initiatives and special projects, enhancing the team's ability to make informed decisions. Who You Are: * Prefer a Bachelor's Degree in the field of Finance, Business, Economics, or related field of study. * Between 3-5 years of experience in Consumer Packaged Goods (CPG), beverage industry * More than 5 years of experience in managing very large project portfolios with a breadth of projects * Computer Skills Desired: Proficient in Microsoft Excel (including advanced functions), PowerPoint, Word, and Outlook. Skilled in leveraging syndicated data sources such as Nielsen and internal tools like VIP and SAP to extract, analyze, and synthesize large datasets. * Experience with data visualization and analytics tools is a plus (e.g., Power BI). * Additional Knowledge or Skills to be Successful in this role: Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. Monster Energy provides a competitive total compensation; this position has an annual estimated salary of $122,100 - $185,000. The actual pay may vary depending on your skills, qualifications, experience, and work location.
    $122.1k-185k yearly 11d ago
  • Manager-Portfolio Management; eCRMS

    American Express 4.8company rating

    Portfolio manager job in Sunrise, FL

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights. The Enterprise CRM Solutions team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The Enterprise Customer Relationship Management Solutions (ECRMS) team creates solutions for the Sales and Customer Domain via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. You will be a key member of the ECRMS Business Planning and Partner Management team that will collaborate and partner with business stakeholders, Tech strategy and portfolio management team, Engineering as well as Product teams to understand business initiatives, Report on the Product Roadmap delivery, prioritize the platform Priorities, participate actively in Annual planning. This role will report to the Acting Director of Business Planning & Partner Management, within the ECRMS organization **How will you make an impact in this role?** + The Manager - Digital Portfolio Management will be leading and managing the annual investment planning for ECRMS team. + Manage prioritization of business initiatives in Partnership with Engineering, product and Tech Strategy and transformation team. + Conduct financial forecast discussions with business unites in coordination with Engineering & Product ECRMS Sales teams. + Reconcile financial details across planning and execution systems, investigating and resolving discrepancies + Coordinate, communicate and facilitate the progress of all strategic business initiatives committed at platform level. + Will be leading the portfolio reporting focused on Capacity planning & management across all lines of business and will provide optimization recommendations. + Will be leading the management of Rally governance, Agile compliance, Workspace management, Software cap attestation. + Will be managing ECRMS Sales forecast in our project planning tools, coordinating between lines of business, Product and Engineering teams. + Partner with other portfolio teams to adopt best practices, identify opportunities in Analytics internal data tools to understand measure success and impact to critical metrics + Will be crafting visually impactful presentations to tell a compelling story. **Qualifications:** + Degree in business management or economics, Advance Degree preferred. + Should be comfortable providing your point-of-view and communicate clear recommendations to Senior Leaders. + Hands on experience in Microsoft office suite - PowerPoint decks, Advanced excel. + Excellent written and verbal communication skills with an experience of working closely with all levels of the organization. + You are collaborative, excellent relationship builder and should be able to influence without authority. **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Technologies **Primary Location:** US-Arizona-Phoenix **Other Locations:** US-New York-New York, US-Florida-Sunrise, US-Georgia-Atlanta **Schedule** Full-time **Req ID:** 25018535
    $103.8k-174.8k yearly 60d+ ago
  • VP, Commercial Portfolio Manager

    Avantis Resources

    Portfolio manager job in Miami, FL

    Industry: Commercial Banking Type: Full -Time | Permanent A dynamic and growth -oriented financial institution is seeking a VP, Commercial Portfolio Manager to join its Portfolio Management team. This role is critical in monitoring and managing commercial loan portfolios, supporting credit risk analysis, and collaborating with relationship managers on underwriting, renewals, and modifications. Key Responsibilities Oversee assigned lending relationships by conducting timely annual, semi -annual, or quarterly portfolio reviews. Ensure compliance with all loan terms, including financial reporting, covenant tracking, borrowing base analysis, and third -party due diligence requirements. Analyze financial statements, borrowing base certificates, appraisals, collateral field examinations, and engineering reports to confirm covenant and collateral compliance. Monitor ticklers, post -closing items, policy exceptions, and work with lenders and associates to resolve documentation and financial exceptions. Assess credit risk and recommend changes in risk ratings when applicable. Partner with Loan Officers on structuring new deals, renewals, waivers, and modifications, and contribute to credit underwriting strategies. Prepare financial spreads and executive summaries for credit approval and upload full credit packages for review. Act as a liaison between clients and internal departments to ensure efficient processing of loan renewals and modifications. Maintain insurance compliance by coordinating with borrowers and insurers. Document borrower interactions, including quarterly line -of -credit reviews and annual property inspections. Track and follow up on past -due payments and maturing loans to ensure timely resolution. Stay informed on industry trends and assess potential portfolio risks. Participate in all required training and perform additional tasks as assigned. Requirements Qualifications Bachelor's degree required (finance, accounting, or a related field preferred). Minimum of 7 years of experience as a Commercial Credit Underwriter or Portfolio Manager. Strong understanding of credit policy, banking regulations, and risk rating methodology. Bilingual (English and Spanish) required. High attention to detail with strong analytical, problem -solving, and communication skills. Proficient in Microsoft Office (Excel, Word, PowerPoint), Moody's, and nCino or similar platforms. Ability to work independently, manage multiple priorities, and operate effectively in a team -oriented environment. Benefits Compensation & Benefits Competitive base salary plus performance -based incentives. Hybrid work schedule. Comprehensive health benefits: Medical, Dental, Vision. Life, short -term, and long -term disability insurance. Paid time off and paid parental leave. 401(k) plan with employer match. Tuition reimbursement. Free parking and other perks.
    $90k-157k yearly est. 60d+ ago
  • Investor Relations Manager

    Core Scientific 4.2company rating

    Portfolio manager job in Miami, FL

    Who We Are Core Scientific is a leading provider of infrastructure for high-performance compute in North America. Our mission is to accelerate digital innovation by scaling high-value compute rapidly, efficiently, and responsibly. We transform energy into high-value compute with unmatched efficiency at scale. The company is a $5 billion publicly traded company (NASDAQ: CORZ). We power AI, HPC, and other next-generation data center workloads demanding exceptional computing power, in addition to our digital asset mining operations. We own and operate nine data centers in seven states, housing advanced infrastructure for our customers. What sets us apart? We have an entrepreneurial culture, a "can-do" and collaborative attitude, and we own and control our infrastructure. These strategic advantages enable us to maintain operational excellence, increase efficiency, and rapidly deploy cutting-edge innovations developed by our team of experts. Join us and accelerate your career alongside our groundbreaking journey. We seek smart, creative, and collaborative professionals who thrive in a fast-paced, result-driven environment. Ready to be part of something exceptional? Apply today and make an impact at Core Scientific. Title Manager, Investor Relations Reports To Vice President, Investor Relations The Job Core Scientific is seeking a highly motivated Investor Relations Manager to join our team. This individual will play a critical role in how the company communicates its performance, strategy, and market position to the investment community. Collaborating across finance and other internal teams, this highly visible role will support senior leadership with clear, data-driven insights for investor communications. The ideal candidate combines strong analytical and communication skills with a deep understanding of financial markets and a passion for translating complex business drivers into compelling insights. This role will be based in Miami, FL at our corporate headquarters. Responsibilities Stay informed on Core Scientific's key business drivers, financial metrics, and broader industry trends to support investor discussions and internal decision-making. Help develop, manage, and update earnings-related deliverables, including quarterly press releases, public filings, earnings call scripts, investor presentations, and comprehensive Q&A materials. Support the development and refinement of company messaging for investor events, including conferences, non-deal roadshows, earnings calls, and ad-hoc investor meetings. Track and analyze Core Scientific's shareholder base, analyst coverage and ratings, consensus estimates, stock performance, and investor sentiment to provide actionable insights to management. Maintain accurate internal databases of investor interactions, feedback, and market intelligence. Partner with Finance to support financial modeling, guidance frameworks, and key performance metrics used in external reporting. Collaborate with Legal, Operations, and other internal teams to ensure consistency and compliance across all public disclosures. Monitor peer company performance, news flow, and valuation trends to produce benchmarking analyses and talking points for management. Foster open, respectful, and professional communication directly within the team as well as with co-workers/ teammates and leaders across the organization. Performs other duties as assigned. Qualifications Bachelor's degree in Finance, Accounting, Business, Economics, or a related field. 3-5 years of experience in sell-side equity research, investment banking, strategy/FP&A, or investor relations within a public company; data center industry experience a plus. Advanced proficiency in PowerPoint and Excel, with the ability to build clean, investor-ready materials. Strong attention to detail and excellent written and verbal communication skills. Solid command of financial modeling, valuation concepts, and analytical frameworks. Ability to manage multiple priorities in a fast-paced, high-visibility environment. Strong interpersonal skills and comfort engaging with senior executives and external stakeholders. Prior Investor Relations within a public company, or equity research/investment banking experience, strong plus Location Miami, FL Travel Minimal travel may be required as needed. Work Environment This job operates in a professional office environment. This role routinely utilizes standard office equipment, including laptop computers and smartphones. Physical Demands While performing the duties of this job, the employee is frequently required to sit, stand, walk, use hands, and lift up to 20 pounds. Position Type/ Expected Hours of Work This is a full-time position. General hours and days of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. some nights and weekends may be required. Supervisory Experience (Yes or No) No
    $65k-117k yearly est. Auto-Apply 3d ago
  • Portfolio Manager

    First Horizon Corp 3.9company rating

    Portfolio manager job in Fort Lauderdale, FL

    The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Essential Duties and Responsibilities * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits. * Assist in the pricing and structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyze specific industry trend data to identify potential areas of risk. * Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications: * Bachelor's degree in business, finance, accounting or equivalent work experience * 2 years experience required; 2 - 4 years preferred * Strong analytical abilities, credit underwriting skills * Goal oriented, ability to take initiative using strong problem-solving skills * Strong relationship building and interpersonal skills * Accurate grammar, typing, and spelling skills * Strong organizational skills * Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $78k-103k yearly est. 7d ago
  • Portfolio/Asset Manager

    Standard Aero Aviation Holdings Inc. 4.1company rating

    Portfolio manager job in Miramar, FL

    Build an Aviation Career You're Proud Of At StandardAero, we use our ingenuity and know-how to find solutions for the simple to the most complex challenges in aviation. Together, we get the job done and done well. Our stability, resources, and respectful culture supports you in building a solid career with a great team you can count on day in and day out for the long term. As a Portfolio Asset Manager (Onsite or Remote), you'll oversee all assets, including those undergoing purchase, in stock, or undergoing repair. This involves scheduling pre-purchase inspections of assets, scheduling repair and / or teardown slots, creating and managing repair work scopes, manage material supply for engines and / or modules in repair, managing engines and / or modules through repair, manage all logistics involved with the purchase, repair, and sale of assets. What You'll do: Manage logistics for a portfolio of incoming, in stock, and outgoing assets. Manage the repair and teardown of assets within the portfolio Manage the inspection of assets being purchased Technical Documentation Review: Thoroughly review all paperwork related to engines, including (LSV) reports, (EGT) trends, borescope inspections, and other performance data to identify issues and recommend actions. Work Order Creation: Develop and issue shop work orders for engines inducted into repair, specifying scope of work, required parts, and timelines to ensure efficient processing. Compliance Monitoring: Stay current on SBs, ADs, and other regulatory updates from OEMs and authorities. Ensure all assets in the portfolio are compliant and up to date, coordinating any necessary modifications or upgrades. MRO Oversight: Assist in managing shop visits through major our MRO facilities, progress monitoring, quality assurance, and cost control to meet deadlines and budget constraints. Portfolio Analysis and Optimization: Perform regular valuations of the asset portfolio, analyzing residual life, market demand, and resale potential. Vendor and Partner Collaboration: Negotiate terms with suppliers, MRO providers. Build relationships to secure, priority service, and access to rare components. Reporting and Forecasting: Generate detailed reports on portfolio performance, including metrics on asset turnover, repair costs, and ROI. Innovation and Process Improvement: Identify opportunities to implement new technologies to enhance efficiency and reduce costs in asset management. What Skills You'll need Basic Qualifications 5+ years of experience in asset management, materials management, or program management in the Aerospace or MRO industry. 5+ years of experience managing engine or component portfolios, including repair tracking, cost control, and utilization. 3+ years of experience in financial analysis, cost modeling, and profit/loss management. 5+ years of experience with data analysis tools and ERP systems Ability to travel, up to 10% travel required. Preferred Characteristics Bachelor's degree in Aerospace Engineering, Supply Chain, or Finance; MBA or advanced degree preferred. 8-10 years of experience in an MRO, engine leasing, or aviation asset trading environment. Strong knowledge of engine maintenance cycles, LLP management, and time & cycle tracking for major engine types (e.g. CFM56) Proven success in process improvement, cost optimization, or portfolio profitability initiatives. Advanced skills in Excel, Power BI, or financial modeling tools for portfolio performance tracking. Strong business acumen with the ability to interpret technical and financial data to support decision-making. Benefits that make life better: Comprehensive healthcare coverage 401(k) with 100% company match, up to 5% vested Paid time off starting day one Bonus opportunities Health & Dependent Care Flexible Spending Accounts Short- & Long-Term Disability coverage Life & AD&D Insurance Learning & training opportunities Raising the Standard of Excellence since 1911 With over a century of proven excellence, StandardAero has become an industry leader in MRO services and customized solutions in the aerospace field. Our shared values and learning-based culture inspire our team to exceed their potential and power our customers' missions worldwide. With on-the-job training, advancement opportunities, and excellent benefits, StandardAero invites you to experience a fulfilling and meaningful career with us. Inclusivity Is Our Standard StandardAero offers equal employment opportunities for all. Our supportive environment celebrates diversity with no room for harassment or discrimination of any kind. We invite you to bring your authentic self to our team and experience our welcoming culture.
    $54k-83k yearly est. Auto-Apply 37d ago
  • Tax Senior / Manager / Senior Manager / Director Asset Management

    Catalyst Labs

    Portfolio manager job in Miami, FL

    Job Description We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.
    $50k-98k yearly est. 24d ago
  • Asset Manager

    Airbus 4.9company rating

    Portfolio manager job in Boca Raton, FL

    Airbus is committed to providing reasonable accommodations as an Equal Opportunity Employer to applicants with disabilities. If you require assistance or an accommodation to complete your application, please contact us at ******************** * Notice: Know Your Rights: Workplace Discrimination is Illegal * Notice: Pay Transparency Nondiscrimination (English) * Aviso: Transparencia en el Pago No Discriminación (Spanish) Job Description: Job Summary: : This position manages the inventory of the airframe or engine platform as assigned. This includes pricing and tiering of all assigned inventory. This position is responsible for aircraft teardowns and sales forecasts. Primary Responsibilities: 1. Inventory and Technical Oversight: 40% ● Oversees daily inbound process for the assigned platform ● Analyze stock levels, review material shelf life and obsolete products. ● Monitor and maintain accuracy data in ERP system. (Alternates, pricing, tiering, etc.) ● Coordinate and facilitate proper asset/ component reconciliation. ● Evaluates available inventory through technical research to maximize marketability ● Conducts scrap reviews to ensure program targets are met ● Exercises limited authority for inventory acquisition 2. Sales Strategy Coordination: 25% ● Develops strategic plans for present and future sales and inventory management with the HO Commercial and Material Management ● Sets and manages pricing strategies ● Coordinates and supports the sales team with sourcing of components and review of technical documentation to fulfill customer requirements. ● Coordinate with support function to optimize cost (Repairs, transportation) to maximize financial targets. ● Interfaces with all sales personnel and offices to coordinate sales campaigns ● Exercises limited authority for sales decisions The Company reserves the right to revise, change and/or modify job duties, responsibilities or working conditions as the need arises, with or without advance notice. Employment with the Company is at-will. This position description and the statements contained within it do not create any contractual rights between the Company and its employees, either express or implied. 3. Cross-Functional Collaboration and Other Duties: 30% ● Interacts with the repair department to monitor speculative repairs ● Completes sales support reporting ● Performs data management tasks. ● Conducts compliance and documentation review Additional Responsibilities: 5% ● Performs all other duties as assigned Qualified Experience and Training: Education: Required ● 4 year bachelor degree or equivalent combination of education and experience Experience: Required ● 5-7 years experience in related field Travel Required: ● 5% Domestic and International Citizenship: ● Authorized to work in the US, Able to work in US without current or future need for visa sponsorship Clearance: ● None Qualified Skills: Able to read and understand IPC'S and CMM'S Knowledge, Skills, Demonstrated Capabilities: Preferred ● Ability to communicate effectively with all people ● Ability to handle various types of projects ● Proficient in the utilization of the Inventory Locator System ● Thorough knowledge of the Illustrated Parts Catalog ● Thorough knowledge of the industry requirements Communication Skills: Required: ● Strong communication skills in written and verbal English The Company reserves the right to revise, change and/or modify job duties, responsibilities or working conditions as the need arises, with or without advance notice. Employment with the Company is at-will. This position description and the statements contained within it do not create any contractual rights between the Company and its employees, either express or implied. Technical Systems Proficiency: Required: ● Proficient in Microsoft office, Google Suite, SAP Preferred: ● Experience and skill in use of PC software as well as internal company operating systems Organizational information: This position will report directly to the Sr. Director of Asset Management Direct Reports: Is this a people manager? No Physical Requirements: ● Onsite or remote: 100% Onsite ● Vision: able to see and read computer screen and other electronic equipment with screens, able to read documents, reports and engineering drawings. Daily ● Hearing: able to hear to participate in conversations in person and via teleconference or phone and to hear sounds on production floor including safety warnings or alarms. Daily ● Speaking: able to speak in conversations and meetings, deliver information and participate in communications.Daily ● Equipment Operation (personal computer, telephone, copies, fax machine, and related office equipment and using electronic identification card to enter building floors and internal doors): able to operate most office and personal electronic equipment and some tools including production tools such as hydraulic lifts.Daily ● Carrying: able to carry documents, tools, drawings, electronic equipment up to 30lbs/14kgs. N/A ● Lifting: able to lift documents, tools, drawings, electronic equipment up to 30lbs/14kgs N/A ● Pushing / Pulling: able to push and pull small office furniture and some equipment and tools. N/A ● Sitting: able to sit for long periods of time in meetings, working on computer. Daily ● Squatting / Kneeling: able to squat or kneel to retrieve or replace items stored on low shelving. ● Standing: able to stand for discussions in offices or on production floor. Daily ● Travel: able to travel independently and at short notice. 5% ● Walking (include routine walking such as to a shared printer to retrieve documents): able to walk through office and production areas including uneven surfaces. Daily ● Personal Protective Equipment required: Required PPE includes, but is not limited to, Safety Shoes, Safety Glasses, Hearing Protection, Respirators/Masks, and/or Protective Gloves as required by site and/or customer site. N/A ● Administrative position only PPE required: Steel-toed shoes are required for all shop floor visit, appropriate hearing/eye protection may also be required when visiting the shop floor. The Company reserves the right to revise, change and/or modify job duties, responsibilities or working conditions as the need arises, with or without advance notice. Employment with the Company is at-will. This position description and the statements contained within it do not create any contractual rights between the Company and its employees, either express or implied. Equal Opportunity: All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status As a leader in our field, Airbus provides relocation assistance for qualified positions and a comprehensive compensation and benefits package. As a matter of policy, Airbus does not sponsor visas for US positions unless specified. Only applicants with current work authorization will be considered. Airbus does not offer tenured or guaranteed employment. Employment with Airbus is at will, meaning either the company or the employee can terminate the employment relationship at any time, with or without cause, with or without notice. NOTE: Airbus reserves the right to revise or change job duties and responsibilities as the need arises. This position description does not constitute a written or implied contract of employment. This job requires an awareness of any potential compliance risks and a commitment to act with integrity, as the foundation for the Company's success, reputation and sustainable growth. Company: VAS Aero Services LLC Employment Type: US - Direct Hire Experience Level: Professional Remote Type: On-site Job Family: Programme & Project Management * ----- Job Posting End Date: 12.20.2025 * ----- Airbus provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetics, pregnancy, marital status, veteran status or other legally protected status. In addition to federal law requirements, Airbus complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, demotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits and training. Airbus expressly prohibits any form of workplace harassment based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetics, pregnancy, marital status, veteran status or other legally protected status. As a matter of policy, Airbus does not sponsor visas for US positions unless specified. Only applicants with current work authorization will be considered. Airbus does not offer tenured or guaranteed employment. Employment with Airbus is at will, meaning either the company or the employee can terminate the employment relationship at any time, with or without cause, with or without notice. Airbus reserves the right to revise or change job duties and responsibilities as the need arises. This position description does not constitute a written or implied contract of employment. By submitting your CV or application you are consenting to Airbus using and storing information about you for monitoring purposes relating to your application or future employment. This information will only be used by Airbus. Airbus is committed to achieving workforce diversity and creating an inclusive working environment. We welcome all applications irrespective of social and cultural background, age, gender, disability, sexual orientation or religious belief. Airbus is, and always has been, committed to equal opportunities for all. As such, we will never ask for any type of monetary exchange in the frame of a recruitment process. Any impersonation of Airbus to do so should be reported to ****************.
    $68k-87k yearly est. Auto-Apply 21d ago
  • Asset Manager

    Pacifica Continental

    Portfolio manager job in Boca Raton, FL

    Our client, a global player in the telecommunications market, is looking for an Asset Manager to join their Team in Boca Raton, Florida. This person will be responsible for performing real estate management functions for properties owned or operated by the Company and be the focal point for all site expansion and lease renewals and expiration activities with landlords and internally. RESPONSIBILITIES: Serve as in-house direct point of contact for landlords following acquisition or construction of tower sites: manage relationship, explain company policies, and ensure landlord expectations and obligations are being complied with. Liaise with and support Legal and Accounting Departments in lease/amendment drafting processes, changes in billing/payment amounts, and all other issues that arise related to the ground leases. Actively negotiate extension of ground leases and modifications thereof and obtain collateral from landlords as necessary for Company financing opportunities. Assist operations by negotiating tower swaps, telco easements and resolving access issues and maintenance requests. Assist Land Acquisition Coordinators with ground lease buyouts and monitor all critical dates. Prepare check requests and provide supporting documentation to the appropriate internal departments. REQUIREMENTS: 4-year advanced degree, preferably in a legal-related discipline. +3 years' experience in wireless communication industry and / or real estate. Strong negotiating and organization skills with experience in property management and relationship fostering. Demonstrated mastery balancing multiple tasks, project management skills. Strong written and verbal communication with supervisor, clients, and colleagues. Proven success in either real estate management or a related field. Must be a tactful and effective negotiator. Effective in an entrepreneurial culture, working independently and as part of a team. Proficient user of Excel, Outlook, MS Word and other MS Office suite products.
    $53k-87k yearly est. 60d+ ago
  • Group Portfolio Manager - Commercial Banking Credit

    Canadian Imperial Bank of Commerce 3.8company rating

    Portfolio manager job in Miami, FL

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You'll Be Doing As a Group Portfolio Manager within Commercial Banking, you will play a pivotal role in monitoring client relationships, managing junior credit analysts, and leading the oversight of managing a credit portfolio. How you'll succeed Portfolio Management & Credit Oversight: Maintain and deepen partnerships across business functions to support client needs and business objectives, while maintaining high credit standards. Lead and participate in preparing deal reviews with Commercial Bankers, Market Managers, Regional Managers, and senior leadership. Guide deals through the credit approval process. Advise on credit actions related to the existing portfolio, including structuring, waivers, and modifications. Deal Execution & Guidance: Provide expert guidance on deal structuring through to approval and closing. Ensure all transactions align with CIBC's risk appetite and credit policies. Leverage external tools like CapitalIQ, FactSet, Moody's Risk Analyst and Excel along with CIBC”s proprietary tools, to model financial statements, generate credit ratings, and analyze the creditworthiness of a borrower. Process Improvement and Best Practices Identify opportunities to improve efficiency, accuracy, and quality in credit analysis and package preparation processes. Contribute to the development and implementation of credit policies, procedures, and training materials. Leadership and Team Development Experience mentoring, coaching, and supervising junior analysts or team members. Commitment to fostering a collaborative and high-performance team environment. Client and Internal Stakeholder Engagement Work closely with analysts, relationship managers, clients, and internal partners to gather relevant information and ensure timely delivery of credit submissions. You will have the flexibility to manage your work activities within an in-office work arrangement where you'll spend 4 days per week on-site, and one day will be remote. Who You Are Advanced Credit Underwriting Expertise 10 years experience proven ability to underwrite complex commercial credit transactions, including large public companies and sponsor-backed deals. Deep understanding of financial statement analysis, cash flow modeling, and risk assessment for a variety of industries and deal structures. Experience with Diverse Transaction Types Demonstrated experience structuring and analyzing credit for large corporates, mid-market companies, and transactions involving private equity sponsors or leveraged buyouts. Familiarity with syndicated loans, acquisition financing, and other sophisticated lending solutions. Analytical and Problem-Solving Skills Strong quantitative and qualitative analytical skills to identify key credit risks and opportunities. Ability to synthesize complex information and present clear, actionable recommendations. Leadership and Team Development Experience mentoring, coaching, and supervising junior analysts or team members. Commitment to fostering a collaborative and high-performance team environment. Communication and Presentation Skills Excellent written and verbal communication skills for preparing credit packages, presenting recommendations, and engaging with internal and external stakeholders. Ability to articulate complex credit issues and defend recommendations to credit committees or senior management. Regulatory and Compliance Knowledge Thorough understanding of regulatory requirements, internal policies, and risk management frameworks relevant to commercial credit. Commitment to maintaining documentation and processes that meet audit and compliance standards. Technical Proficiency Advanced proficiency in financial modeling, Excel, and credit analysis tools. Familiarity with credit scoring systems and portfolio management software. Business Acumen and Market Awareness Keen awareness of market trends, industry developments, and macroeconomic factors affecting commercial banking and credit risk. Ability to anticipate potential impacts on client portfolios and recommend proactive strategies. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $175,000.00 - $240,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. California residents - your privacy rights regarding your actual or prospective employment #LI-TA At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Expected End Date 2025-09-30 Job Location FL-Miami, 2811 Ponce De Leon Blvd, Ste 510 Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Credit Negotiations, Decision Making, Ensure Compliance, Relationship Building, Risk Assessments, Risk Management and Mitigation, Underwriting
    $62k-109k yearly est. Auto-Apply 60d+ ago
  • Portfolio Manager

    First Horizon Corp 3.9company rating

    Portfolio manager job in Boca Raton, FL

    The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Essential Duties and Responsibilities * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits. * Assist in the pricing and structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyze specific industry trend data to identify potential areas of risk. * Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications: * Bachelor's degree in business, finance, accounting or equivalent work experience * 2 years experience required; 2 - 4 years preferred * Strong analytical abilities, credit underwriting skills * Goal oriented, ability to take initiative using strong problem-solving skills * Strong relationship building and interpersonal skills * Accurate grammar, typing, and spelling skills * Strong organizational skills * Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $78k-103k yearly est. 7d ago
  • Portfolio/Asset Manager

    Standard Aero 4.1company rating

    Portfolio manager job in Miramar, FL

    Build an Aviation Career You're Proud Of At StandardAero, we use our ingenuity and know-how to find solutions for the simple to the most complex challenges in aviation. Together, we get the job done and done well. Our stability, resources, and respectful culture supports you in building a solid career with a great team you can count on day in and day out for the long term. As a Portfolio Asset Manager (Onsite or Remote), you'll oversee all assets, including those undergoing purchase, in stock, or undergoing repair. This involves scheduling pre-purchase inspections of assets, scheduling repair and / or teardown slots, creating and managing repair work scopes, manage material supply for engines and / or modules in repair, managing engines and / or modules through repair, manage all logistics involved with the purchase, repair, and sale of assets. What You'll do: Manage logistics for a portfolio of incoming, in stock, and outgoing assets. Manage the repair and teardown of assets within the portfolio Manage the inspection of assets being purchased Technical Documentation Review: Thoroughly review all paperwork related to engines, including (LSV) reports, (EGT) trends, borescope inspections, and other performance data to identify issues and recommend actions. Work Order Creation: Develop and issue shop work orders for engines inducted into repair, specifying scope of work, required parts, and timelines to ensure efficient processing. Compliance Monitoring: Stay current on SBs, ADs, and other regulatory updates from OEMs and authorities. Ensure all assets in the portfolio are compliant and up to date, coordinating any necessary modifications or upgrades. MRO Oversight: Assist in managing shop visits through major our MRO facilities, progress monitoring, quality assurance, and cost control to meet deadlines and budget constraints. Portfolio Analysis and Optimization: Perform regular valuations of the asset portfolio, analyzing residual life, market demand, and resale potential. Vendor and Partner Collaboration: Negotiate terms with suppliers, MRO providers. Build relationships to secure, priority service, and access to rare components. Reporting and Forecasting: Generate detailed reports on portfolio performance, including metrics on asset turnover, repair costs, and ROI. Innovation and Process Improvement: Identify opportunities to implement new technologies to enhance efficiency and reduce costs in asset management. What Skills You'll need Basic Qualifications 5+ years of experience in asset management, materials management, or program management in the Aerospace or MRO industry. 5+ years of experience managing engine or component portfolios, including repair tracking, cost control, and utilization. 3+ years of experience in financial analysis, cost modeling, and profit/loss management. 5+ years of experience with data analysis tools and ERP systems Ability to travel, up to 10% travel required. Preferred Characteristics Bachelor's degree in Aerospace Engineering, Supply Chain, or Finance; MBA or advanced degree preferred. 8-10 years of experience in an MRO, engine leasing, or aviation asset trading environment. Strong knowledge of engine maintenance cycles, LLP management, and time & cycle tracking for major engine types (e.g. CFM56) Proven success in process improvement, cost optimization, or portfolio profitability initiatives. Advanced skills in Excel, Power BI, or financial modeling tools for portfolio performance tracking. Strong business acumen with the ability to interpret technical and financial data to support decision-making. Benefits that make life better: Comprehensive healthcare coverage 401(k) with 100% company match, up to 5% vested Paid time off starting day one Bonus opportunities Health & Dependent Care Flexible Spending Accounts Short- & Long-Term Disability coverage Life & AD&D Insurance Learning & training opportunities Raising the Standard of Excellence since 1911 With over a century of proven excellence, StandardAero has become an industry leader in MRO services and customized solutions in the aerospace field. Our shared values and learning-based culture inspire our team to exceed their potential and power our customers' missions worldwide. With on-the-job training, advancement opportunities, and excellent benefits, StandardAero invites you to experience a fulfilling and meaningful career with us. Inclusivity Is Our Standard StandardAero offers equal employment opportunities for all. Our supportive environment celebrates diversity with no room for harassment or discrimination of any kind. We invite you to bring your authentic self to our team and experience our welcoming culture.
    $54k-83k yearly est. Auto-Apply 37d ago
  • Tax Senior / Manager / Senior Manager / Director Asset Management

    Catalyst Labs

    Portfolio manager job in Miami, FL

    We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.
    $50k-98k yearly est. 60d+ ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Fountainebleau, FL?

The average portfolio manager in Fountainebleau, FL earns between $50,000 and $147,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Fountainebleau, FL

$86,000

What are the biggest employers of Portfolio Managers in Fountainebleau, FL?

The biggest employers of Portfolio Managers in Fountainebleau, FL are:
  1. Banesco USA
  2. Canadian Imperial Holdings, Inc.
  3. TD Bank
  4. Atto Trading Technologies
  5. Fintrust Connect
  6. Resicap
  7. Resicap Payroll, LLC
  8. Resihome, LLC
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