Portfolio manager jobs in Glendale, AZ

The Portfolio Manager maintains responsibility for managing the client's investment strategy. Working with the Busey Advisory Team, the Portfolio Manager will help develop an investment strategy and manage the client's investment portfolio according to the established goals and objectives for the client, and in accordance with all internal and regulatory investment and fiduciary guidelines. The Portfolio Manager will also provide proactive portfolio monitoring and oversight, in conjunction with Busey's Investment Strategies Team. Regular communication with clients regarding latest market developments, investment positioning and investment performance will also be the responsibility of the Portfolio Manager. Duties & Responsibilities * Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing documents, and Busey Wealth Management policies and procedures. * Work as a part of a relationship team to deliver clients a diverse set of financial solutions, and maximize each relationship. * In conjunction with local Private Wealth Advisor, Portfolio Manager will work to develop a comprehensive understanding of each clients' specific investment goals and objectives to construct individually tailored investment portfolios consistent with their goals and objectives. * Determine client's risk profile and educate the client about various strategies to align with their stated level of risk tolerance, ensuring accounts are structured to comply with client's investment policy statement and correspond with current investment strategy. * Provide ongoing and regular client communication, daily monitoring, and portfolio rebalancing to ensure ongoing goals and objectives are being met. Position will play an active role within the relationship management team as it relates to IPS changes, Reg 9 reviews and other related forms and processes as required. * Oversee and manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations, while providing high-value, meaningful client interactions in conjunction with the client relationship team. * Remain informed of developments in security markets, the current economic environment, and Busey Wealth Management's asset management strategy and allocations. * Actively participate and engage in business development activities, working with and assisting local relationship team members on prospects and securing additional assets from existing clients. * Identify opportunities for referrals to other lines of business within Busey Bank, as appropriate. Education & Experience * Knowledge of: * Proven decision making, sales and negotiating skills * Well-developed problem solving and decision making * Clear communication skills, particularly in explaining financial principles and concepts * Strong attention to detail * Portfolio management and trading software * Investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces * Investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures and strategies * Ability to: * Assist in client prospecting efforts by coordinating competitive analysis, communicating investment story and making points of differentiation/value * Attend client meetings to communicate market developments, investment strategy and investment performance * Attend and participate in local region's client events & activities * Education and Training: * Bachelor's degree in Accounting, Finance or related field; working toward CFA or CFP * 5+ years of investment management experience Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $105,000 - $135,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Job DescriptionDescription: At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Portfolio Manager III in Arizona. Description: The Portfolio Manager III position is responsible for gathering, analyzing, and interpreting financial and credit information in order to assess the creditworthiness of the company's commercial customers, focusing on the company's moderately complex credit relationships. The position assists Commercial Bankers in supporting new and existing loan relationships with an emphasis on maximizing credit quality and minimizing risk. Responsibilities: Review and analyze financial and credit information, such as financial statements, tax returns and credit reports to determine creditworthiness for borrowers and guarantors. Determine the need for a more thorough investigation or additional information and contact appropriate sources for such information. Prepare detailed financial and analytical reports for each entity analyzed, including historical financial data and trends, detailed cash flow analysis, global cash flow analysis, and simple projections. Research pertinent industry and market information relevant to customers' lines of business. Prepare a written summary of analysis for new and existing loan relationships, especially in regard to the sufficiency of cash flow, collateral and other repayment sources. Assess overall strengths and weaknesses of credit relationship. Communicate key analytical finding and opinions to Commercial Bankers, management or credit officers. Assist in monitoring credit files, such as periodic financial statements, borrowing base certificates, accounts receivable aging, and other items as required by the loan documents. Ensure that covenant compliance and financial reporting requirements are addressed. Exercise independent judgement on client relationship credit analysis and take appropriate resulting action. Participate in departmental or company-wide projects. Seek and propose process improvements. Provide technical advice and assistance to Commercial Bankers and customers. Assist as a lead in the review of work, training, and development of more junior Portfolio Managers. Attend joint calls with the Commercial Banker to gather more information about the business. Remain educated and informed about industry trends, community developments, market conditions and regulatory requirements and understand their effect on the company's lending criteria. Understand and adhere to all applicable federal and state laws and regulations, including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC). Education / Experience Preferred: Bachelor's Degree in Accounting, Business, Economics, Finance, or similar field, in lieu of a degree, applicant must have a high school diploma or equivalent and have been in this discipline a minimum of 10+ years. 7+ years of experience in credit analysis/portfolio management in a commercial lending environment required. Must possess sound area of underwriting in areas of commercial lending such as commercial real estate, commercial and industrial lending. Must possess proven ability to successfully understand and analyze financial statements, including balance sheets, income statements, cash flow, and tax returns. Must be proficient in Microsoft Office Suite. Must possess strong business math skills. Must possess proven ability to think critically and communicate results concisely and clearly, both verbally and in writing. Must possess ability to multi-task, prioritize and meet deadlines. Must have ability to work collaboratively by finding common ground to solve problems with the ability to represent his/her own opinion. Must remain educated and informed on industry trends, market conditions and regulatory requirements and actively work to develop professionally. Must possess excellent verbal, written, interpersonal and customer service skills to tactfully and professionally assist with customers, employees, senior management, auditors and regulators. Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:

Apply Description At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Portfolio Manager III in Arizona. Description: The Portfolio Manager III position is responsible for gathering, analyzing, and interpreting financial and credit information in order to assess the creditworthiness of the company's commercial customers, focusing on the company's moderately complex credit relationships. The position assists Commercial Bankers in supporting new and existing loan relationships with an emphasis on maximizing credit quality and minimizing risk. Responsibilities: Review and analyze financial and credit information, such as financial statements, tax returns and credit reports to determine creditworthiness for borrowers and guarantors. Determine the need for a more thorough investigation or additional information and contact appropriate sources for such information. Prepare detailed financial and analytical reports for each entity analyzed, including historical financial data and trends, detailed cash flow analysis, global cash flow analysis, and simple projections. Research pertinent industry and market information relevant to customers' lines of business. Prepare a written summary of analysis for new and existing loan relationships, especially in regard to the sufficiency of cash flow, collateral and other repayment sources. Assess overall strengths and weaknesses of credit relationship. Communicate key analytical finding and opinions to Commercial Bankers, management or credit officers. Assist in monitoring credit files, such as periodic financial statements, borrowing base certificates, accounts receivable aging, and other items as required by the loan documents. Ensure that covenant compliance and financial reporting requirements are addressed. Exercise independent judgement on client relationship credit analysis and take appropriate resulting action. Participate in departmental or company-wide projects. Seek and propose process improvements. Provide technical advice and assistance to Commercial Bankers and customers. Assist as a lead in the review of work, training, and development of more junior Portfolio Managers. Attend joint calls with the Commercial Banker to gather more information about the business. Remain educated and informed about industry trends, community developments, market conditions and regulatory requirements and understand their effect on the company's lending criteria. Understand and adhere to all applicable federal and state laws and regulations, including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC). Education / Experience Preferred: Bachelor's Degree in Accounting, Business, Economics, Finance, or similar field, in lieu of a degree, applicant must have a high school diploma or equivalent and have been in this discipline a minimum of 10+ years. 7+ years of experience in credit analysis/portfolio management in a commercial lending environment required. Must possess sound area of underwriting in areas of commercial lending such as commercial real estate, commercial and industrial lending. Must possess proven ability to successfully understand and analyze financial statements, including balance sheets, income statements, cash flow, and tax returns. Must be proficient in Microsoft Office Suite. Must possess strong business math skills. Must possess proven ability to think critically and communicate results concisely and clearly, both verbally and in writing. Must possess ability to multi-task, prioritize and meet deadlines. Must have ability to work collaboratively by finding common ground to solve problems with the ability to represent his/her own opinion. Must remain educated and informed on industry trends, market conditions and regulatory requirements and actively work to develop professionally. Must possess excellent verbal, written, interpersonal and customer service skills to tactfully and professionally assist with customers, employees, senior management, auditors and regulators. Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

STORE Capital Advisors, LLC is seeking a Portfolio Manager to join our Underwriting and Portfolio Management team. How you will contribute to STORE's mission: The Portfolio Manager is an integral member of STORE Capital's Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is responsible for analyzing tenant and property financials, reviewing industry and customer related performance trends, and assessing risks and opportunities across the portfolio. The Portfolio Manager will be responsible for a subset of the portfolio while working closely with internal teams to provide insights that drive resolutions and portfolio performance. What will make you successful (Qualifications) * 3-5 years of experience working in a commercial real estate investment firm, with at least 3 years' knowledge of corporate credit analysis. Experience managing portfolios of commercial properties is preferred * Bachelor's Degree preferably in Business, Finance, and or related area required * Experience with value-add investment strategies, including development, and re-positioning assets. * Proficiency with valuation modeling and financial underwriting * Exceptional quantitative, analytical, and problem-solving skills * Ability to understand and interpret sophisticated corporate financial concepts, including Income Statements, Balance Sheets, and Cash Flow Statements * Ability to think critically, prepare financial analysis and determine the creditworthiness of a company as a tenant * Excellent written and oral communication skills * Self-starter with the capacity to work independently while possessing a team attitude and willingness to learn. * Effective at time and task management * Ability to work under tight deadlines, prioritize and deliver quality work under pressure. What most days will include (Primary Duties) * Managing and analyzing the financial health of STORE's customers, conducting detailed portfolio analysis and preparing reports. Included in the analysis is a comparison of different industries, consideration of historic trends, and an understanding of financial metrics and regulatory/legal restrictions that may impact the portfolio. * Assists in the management of all aspects of STORE's lease portfolio, including performing as well as at risk customers. Create and implement action plans for resolving distressed leases and defaults, including restructures, forbearances, bankruptcies, workouts, legal action, settlements, foreclosures, liquidations, note sales, and other actions. Negotiate with tenants, borrowers and guarantors to arrive at best possible resolutions and recovery. * Prepare and present monthly performance of the assigned portfolio to Executive Leadership Team, documenting the financial health, identifying potential issues, and resolution and anticipated recovery of troubled assets. Prepare other management reports as required. * Leverage Excel and credit analysis to produce presentation-quality analysis and models for individual properties as well as portfolios to support investment or disposition decisions. * Perform leasing and sales activities for vacant assets in STORE's investment portfolio. * Prepare and present credit memorandums regarding servicing requests from Tenants that may impact the credit quality of STORE's portfolio. * Perform other duties and projects as assigned. What's in STORE for you (Benefits & Perks) * Competitive Pay and Long-Term Pay Incentives * Hybrid Work Schedule/Time Flexibility * Comprehensive Health Benefits w/ $0 Cost Employee Benefit Plan Options * Employer Sponsored Life and Disability Policies * Generous Paid Time Off Program and Paid Parental Leave * Paid Volunteer Time Off * Thirteen (13) Paid Holidays Per Year * 401(k) Profit Sharing Plan with 4% match; with NO vesting schedule * Employee Wellness Program * Employee Training Reimbursement Program * Employer Sponsored Electric Vehicle (EV) Charging Program STORE Capital Advisors, LLC is a proud equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The Portfolio Strategy Manager will serve as the functional lead for the firm's centralized trading consulting platform, overseeing all portfolio consulting deliverables and acting as the day-to-day point of contact for the firm's financial advisors utilizing these services. This individual will combine robust expertise in asset allocation and portfolio construction with process discipline and cross-functional collaboration to ensure advisors and clients receive accurate, timely, and high-quality portfolio strategy support consistent with the firm's investment philosophy, risk management standards, and service level agreements. This is a hybrid role (hybrid for Parallel means 3x/week in office) in either our Dallas or Scottsdale office. Key Responsibilities: Centralized Trading Consulting Platform Leadership Participate in the development and refinement of the firm's centralized trading portfolio consulting program tailored for UHNW clients. ($5M & above) Manage portfolio consulting workflows including household-level strategy design and rebalancing recommendations in alignment with client objectives, tax considerations and investment policy statements. Act as the primary liaison between advisors and the Head of Research and Trading to ensure portfolio consulting recommendations are executed accurately and in accordance with SLAs) Investment Strategy, Due Diligence & Risk Management Collaborate with the Head of Research & Trading, Director of Private Markets & the Firm's Investment Committee to translate macroeconomic and market outlooks into actionable portfolio positioning recommendations consistent with the firm's investment philosophy. Partner with Head of Research & Trading, Director of Private Markets and third-party research teams to evaluate investment products and incorporate them into portfolio frameworks. Identify risks associated with portfolio consulting activities and propose mitigation strategies and collaborate with the Head of Research & Trading and the Chief Compliance Officer on portfolio monitoring exercises outside of trade execution. Advisor & Client Support Field advisor questions on capital markets trends and provide advisors with advanced guidance on asset allocation and portfolio implementation. Support client and prospect meetings for larger or more complex relationships as needed, serving as subject matter expert on portfolio strategy. Serve as the advisor-facing expert on the firm's portfolio analysis tools (BlackRock 360, YCharts and Kwanti) to support decision-making and portfolio monitoring. Qualifications: Bachelor's degree Active, current series 65 license or equivalent CFA/CAIA or progress toward designation a plus 5-8+ years of experience in investment strategy, asset allocation, or portfolio construction-ideally within an established RIA, family office, or private bank. Strong grasp of capital markets trends, investment vehicles (mutual funds, ETFs, SMAs, private markets), and implementation best practices. Experience managing portfolio consulting initiatives at scale is strongly preferred. Proficiency with portfolio analytics tools and financial software. Excellent communication skills, with the ability to distill complex investment concepts into clear, compelling narratives for clients and advisors. Highly collaborative, detail-oriented, and intellectually curious, with a strong sense of accountability and ownership. Proven ability to manage, guide and mentor direct reports Deep client empathy, sound judgment, and a high degree of discretion and professionalism. Company: Parallel Advisors, LLC Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Nevada, North Carolina, Ohio, and Texas. To enhance our clients' futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including their future financial goals. With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations - including savings directives, insurance requirements, and investment strategies - flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future. We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms. At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. Parallel Advisors, LLC is an Equal Opportunity Employer.

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a team environment. Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach. Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations. Assist in the management of the company's investment process and strategic thinking. Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects. Develop new business to further the strategic goals of the company. Ability to interpret financial statements and market data. Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity. Proficient in global asset allocation strategies including alternative investments. Monitor and assess portfolio performance. Excellent communicator that builds trust with clients, business partners and management. Ability to explain complex financial concepts in simple terms. Write clear reports and deliver persuasive presentations. Strategic thinking and decision making. Familiarity with trust law, estate planning and fiduciary responsibilities. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice”. May perform other duties as assigned. About You: B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required. Master of Business Administration and/or Chartered Financial Analyst designation, preferred. 5 years of industry work experience, required. 5 years of Experience with trust software, preferred. Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities. Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills. Effective team player. Effective verbal and written communication skills. Ability to meet bonding requirements for employment purpose. Stays informed of developments in security markets. Performs investment research. High level of understanding of asset allocation strategies. Skills and knowledge to manage individual equity or fixed income strategies. Travel Type: Occasional Job Location(s): This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations: Scottsdale, AZ Phoenix, AZ Salt Lake City, UT Boise, ID Salem, OR Portland, OR San Diego, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $102,361.20 - $190,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Do you pride yourself on taking initiative, managing yourself, and just getting the job done? Tired of your current boss or manager up in your business all the time? Want to be treated like an adult? If so, we've been searching for someone exactly like YOU. At Heywood Community Management, we value people who just want to: 1. Show up 2. Work hard 3. Have fun 4. Get the job done No drama! Our management style empowers the go-getters to get things done. Property Managers (for HOA & Condos) at our company are responsible for managing a book of business, taking care of client's needs, and building relationships for long-term retention. Responsibilities -------- As a Portfolio Community Manager, you will: Manage Operations: Oversee a portfolio of HOA and Condo associations Exceed Client Expectations: Determine, maintain, and provide results that go beyond what the clients expect Support Board Members: Offer administrative, operational, and managerial support and advice Vendor Management: Assist in hiring, overseeing, and approving vendors' work and payments Budget Management: Handle budgetary items and aid in creating and maintaining operating expenses Educate Stakeholders: Engage with board members and homeowners in-person, over the phone, and via email, keeping them informed and educated Customer Service: Provide prompt responses to all inquiries and ensure all tasks and procedures are completed to satisfaction Documentation Handling: Read, understand, and be knowledgeable of client operative documents and maintain corporate records in alignment with company policies Qualifications -------- - Ability to multi-task and prioritize tasks - Excellent typing skills (55+WPM) - Proficient in the use of desktop PC, Windows - Proficient use of internet-based databases and apps - Superb communication skills: oral, written, and listening - Strong understand of Microsoft Office suite of tools - Willingness to learn from co-workers and eagerness to share your experiences - A go-getter attitude with the ability to learn on-the-job Who this job is perfect for: -------- - Individuals passionate about community management, particularly within HOA & Condos. - Professionals with a commitment to exceeding client expectations and maintaining community standards. - Those proficient with Microsoft Tool Suite, smartphone apps, and project management tools. - Candidates with strong self-motivation, time management, and excellent communication skills. - Persons interested in long-term growth and stable employment within an established, community-focused company. - Individuals with or willing to gain knowledge in construction management and conflict resolution. Who this job IS NOT for: -------- - People who lack initiative and the drive to take personal responsibility for delivering quality work. - Those not committed to prompt replies, attention to detail, and thorough customer service. - Individuals uncomfortable with enforcing rules & deed restrictions, or managing budgetary items. - Candidates without the desired computer skills, including proficiency with basic software like Word or Excel - Persons looking for short-term employment or not aligned with the company's focus on long-term retention. About Heywood Community Management (The company) -------- We're all about long-term retention and stability. Our average client has been with us for 15+ years; our longest 50+ years. Our average employee tenure is 10+ years, with many surpassing 20+ years. What does this mean for you? A stable place for meaningful work. We manage HOA & Condo communities. We work for community leaders. They're unpaid volunteers, so we're hired to get stuff done on their behalf. Things like hiring and managing vendors, collecting assessments, managing and accounting for their money, and more. Some days it's great, other days it's boring. But at the end of the day, our goal is to take care of our clients by providing a personalized and consistent level of service that they can't get anywhere else. The key to long-term client retention is continuity, consistent effort, and speed to action. Our competitors are big, bloated, and driven by numbers and charts. They value their clients like a row on an excel sheet - calculated. Our clients are worth more than the amount they pay us each month. We value them as if we were a member of their team. If you want a place of employment where you can plant your flag and do good work, apply today! p.s. We don't hire Community Managers via job posts often. So if you see this post online, apply before we close it up! ---- Job Type: Full Time Salary: DOE based on experience

Join Our Team at Native American Connections! Who We Are: Native American Connections (NAC) is a nonprofit organization dedicated to improving the lives of individuals and families through affordable housing, behavioral health, and community development services. For over 50 years, we have proudly served Native American and underserved communities in the Phoenix area with culturally competent, trauma-informed care grounded in respect and tradition. Our Mission: Our mission, grounded in traditional Native American culture, is to reduce health disparities by delivering high-quality, comprehensive integrated healthcare and providing stable housing throughout the communities we serve. Why Work With Us? When you join NAC, you're not just taking a job - you're becoming part of a movement. A movement that values cultural identity, honors resilience, and believes in the power of community. You'll work alongside passionate professionals who are committed to healing generational trauma, strengthening families, and building vibrant futures. What We Do: Behavioral Health Services: Culturally responsive treatment for mental health and substance use disorders including outpatient therapy, residential programs, and youth services. Affordable Housing: Safe, stable, and supportive housing options - from transitional housing to permanent low-income housing. Community Development: Revitalizing neighborhoods and preserving Native heritage through community-based projects and education. Our Values: Health & Wellness | Quality | Accountability | Growth | Interconnectedness/Belonging | Community Now Hiring: We are seeking compassionate, mission-driven individuals to join our growing team across various departments including clinical services, housing support, youth engagement, and administrative leadership. If you're passionate about social change, cultural advocacy, and serving diverse communities with dignity and care - NAC is the place for you. Based in Phoenix, Arizona | ️ 501(c)(3) Nonprofit Organization Apply Today & Make a Difference Tomorrow: Visit ************************************************* to view open positions and join our circle of care. PSH Portfolio Manager Schedule/Hours: Monday - Friday, 8am - 5pm Location: 1311 N 14th St, Phoenix AZ 85006 POSITION SUMMARY: The PSH Portfolio Manager is a hands-on position that provides the necessary stability to the staff and residents of the Permanent Supportive Housing program through a vast understanding of the interrelationship of providing housing and services to a vulnerable population and maintaining the properties through rent collections, maintenance, and resident services. RESPONSIBILITIES: Oversee the property management of the PSH housing communities. This includes oversite, hiring, and training. Ensuring that the property managers are well trained and capable of maintaining all LIHTC policies abides by AZ Landlord Tenant Laws and has a full understanding of Fair Housing Laws Have a complete understanding of LIHTC and HOME requirements as they affect each property Has input into the annual operating budgets for all PSH housing communities. Manage One Site software system including training new staff and updating operators and data. Attend and represents the organization during audits on housing communities to ensure adherence to all NAC/ADOH and funding policies Review Property Management Operating Manual and suggest updates as needed, train staff and ensure that policies are being followed. Be available 24/7 for emergency response. Possess a full understanding of NAC's philosophy of NAC's resident wellness. Conduct bi-weekly staffing's with Property Managers. Cover property management duties of a property when the Property Manager is out or position is vacant. This includes all renewals, move-ins, rent collections and maintenance duties. Other duties as assigned EDUCATIONAL REQUIREMENT: High School Diploma, Bachelor's degree preferred Certified Property Manager preferred WORK EXPERIENCE/SKILLS REQUIREMENT: Three years supervisory experience Two years LIHTC experience Knowledge of Affordable Housing Software i.e. One Site; Strong organizational skills Must be able to work well with others in a team approach Excellent organizational skills, attention to detail, and ability to manage multiple tasks and priorities in a fast-paced environment. Excellent communication and interpersonal skills, with the ability to interact effectively with patients, healthcare providers, and external stakeholders. Ability to work independently and collaboratively in a matrix organization. Demonstrates excellent written and oral communication skills. Must demonstrate critical thinking, problem solving, organizational and time management skills. Knowledge and experience in working with the Native American population preferred Possess and maintain a valid Arizona driver's license and reliable transportation MS Office PHYSICAL DEMANDS: Able to sit, stand and walk with/ without accommodations. NATIVE AMERICAN PREFERENCE: Preference may be given to qualified Native American Indians according to the Indian Preference Hiring Act, CFR 25 USC 472. Other than Indian Preference, Native American Connections, Inc. adheres to all provisions of the Equal Employment Opportunity Act. DRUG FREE WORKPLACE: Native American Connections is a drug-free workplace with safety-sensitive jobs. Use of alcohol and legal or illegal drugs impair and alter employees' judgment resulting in increased safety risk, workplace injuries, and faulty decision making. Reporting to work at NAC after use of alcohol, a controlled substance, or abuse of any other substance is absolutely promoted. FAIR LABOR STANDARDS ACT: This position is considered to be Exempt for overtime pay provisions as provided by the Federal Fair Labor Standards Act (FLSA) and any applicable state laws. Non-Exempt employees are entitled to overtime pay for hours worked in excess of forty (40) hours per workweek.

Job Title: Head of Portfolio Management and Underwriting What you'll do: As the Head of Portfolio Management and Underwriting, you will establish common expectations and standards with respect to portfolio management and underwriting practices across the enterprise. You'll collaborate with various lines of business, commercial bankers, and credit to successfully manage portfolio and underwriting practices. Under your direction, the underwriting and portfolio management teams will be expected to cover the credit portfolio and work with relationship managers and product partners to address client and prospect requests, as well as routine monitoring of the existing portfolio. * In this role you will serve as the principal liaison between Credit and the Line of Business, ensuring clear and transparent communication across both teams. You will need to define and preserve the underwriting and portfolio management standards across the entity, including risk scorecards and templates. * You must maintain consistency in approach across groups through common architecture of approval requests. In order to do this, you must create, support and maintain training to achieve the standards outlined in your responsibilities. * You will need to provide guidance to groups on how to add-on or tailor groups' individual practices to achieve underwriting and portfolio management consistency, while still allowing specialty groups to address specific needs and risk aspects of their individual businesses. * You will also be required to provide guidance to groups on the Bank's credit risk appetite. Establish and define metrics, risk appetite and acceptance criteria, key performance indicators. * You'll provide strategic guidance to the Credit Operations Teams * You may lead and develop a team; responsible for hiring, coaching, performance management, training and development. What you'll need: * In this role you will serve as the principal liaison between Credit and the Line of Business, ensuring clear and transparent communication across both teams. You will need to define and preserve the underwriting and portfolio management standards across the entity, including risk scorecards and templates. * You must maintain consistency in approach across groups through common architecture of approval requests. In order to do this, you must create, support and maintain training to achieve the standards outlined in your responsibilities. * You will need to provide guidance to groups on how to add-on or tailor groups' individual practices to achieve underwriting and portfolio management consistency, while still allowing specialty groups to address specific needs and risk aspects of their individual businesses. * You will also be required to provide guidance to groups on the Bank's credit risk appetite. Establish and define metrics, risk appetite and acceptance criteria, key performance indicators. * You'll provide strategic guidance to the Credit Operations Teams * You may lead and develop a team; responsible for hiring, coaching, performance management, training and development. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability to grow a book of business within a team environment. Identify and cultivate new trust business opportunities through networking, referrals, and strategic outreach. Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations. Assist in the management of the company's investment process and strategic thinking. Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects. Develop new business to further the strategic goals of the company. Ability to interpret financial statements and market data. Identify, assess, and mitigate risks associated with market dynamics, credit and liquidity. Proficient in global asset allocation strategies including alternative investments. Monitor and assess portfolio performance. Excellent communicator that builds trust with clients, business partners and management. Ability to explain complex financial concepts in simple terms. Write clear reports and deliver persuasive presentations. Strategic thinking and decision making. Familiarity with trust law, estate planning and fiduciary responsibilities. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice”. May perform other duties as assigned. About You: B.A or B.S. in finance or accounting and/or equivalent combination of experience and training, required. Master of Business Administration and/or Chartered Financial Analyst designation, preferred. 5 years of industry work experience, required. 5 years of Experience with trust software, preferred. Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities. Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and WordOrganizational and project management skills. Effective team player. Effective verbal and written communication skills. Ability to meet bonding requirements for employment purpose. Stays informed of developments in security markets. Performs investment research. High level of understanding of asset allocation strategies. Skills and knowledge to manage individual equity or fixed income strategies. Travel Type: Occasional Job Location(s): This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations: Scottsdale, AZ Phoenix, AZ Salt Lake City, UT Boise, ID Salem, OR Portland, OR San Diego, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $102,361.20 - $190,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Salary Range\: $110,000.00 to $190,000.00 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\: https\://******************* Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. 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. How will you make an impact in this role? The Portfolio Manager role will be supporting the Enterprise Cloud portfolio reporting to the Director - Portfolio Management, and work with senior Technology leaders to manage the Operating Expense plan with a strategic focus on expense optimization. The successful candidate will have deep Opex analytics and financial management experience, relentless attention to detail, executive presentation experience, and the ability to build and leverage positive relationships with the team and partners. Our ideal candidate is highly organized with effective communication/storytelling skills and a bias towards action. You show up with passion, are not afraid to challenge the status quo or thrive in a fast-paced environment. Key Responsibilities Include: Partner with the Portfolio Director, team and partners to help define, plan, and build the technology Opex portfolio for Enterprise Cloud. Manage day-to-day Portfolio activities such as resourcing, financial modelling and data trending, risk and opportunity identification. Take ownership in managing and ensuring successful financial and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed. Build strong partnerships with technology, finance, and business stakeholders to maintain and deliver against technology roadmaps. Develop recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, and synthesizing feedback. Enable Executive leadership decision making through development and presentation of metrics and insights covering areas of operations, delivery, finance and business. Collaborate effectively and build key relationships with stakeholder teams to identify and manage milestones and overall plan. Promote awareness and transparency by keeping stakeholders informed of key decisions and relevant timelines. Support development of change management initiatives, implementation strategy, and enabling tools/processes. Minimum Qualifications Bachelor's Degree Data Analytics and Financial modeling 5+ years of Portfolio or Program Management experience, in a large technology organization. Ability to execute and maintain high performance under tight timelines. Must be a team player and able to work collaboratively with and through others. Preferred Qualifications Superb written and verbal communication; advanced or expert Excel, PowerPoint and visual presentation skills. Problem solving and root cause identification skills. Cloud Technology knowledge. Literacy in financial modeling/analysis; should be able to connect strategy to financial results. Excellent at building relationships and inspiring others. Ability to influence others and move toward a common vision or goal. Flexible and adaptable; able to work in ambiguous situations. Organized with a natural inclination for planning strategy and tactics.

**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Pearson is seeking an experienced Commercial Portfolio Manager for Statistics in Higher Education Courseware to join a highly collaborative team dedicated to prioritizing customer value embedded in the products we build. This role will focus on overseeing a portfolio of products (such as eTexts and print books, and our homework platform, MyLab XL) by capitalizing on market opportunities, meeting customer needs, and delivering improved learner outcomes which ultimately drive value for our end users and revenue for Pearson. We value teamwork, trust, flexibility, achievement, curiosity, and solving difficult problems. The role reports to the Director of Commercial Portfolio Management for Math and Physical Science. **Key Responsibilities:** + Serve as the voice of the customer by working with colleagues in North America (and globally) to support the identification, assessment, and prioritization of market opportunities & customer pain points in math education, ensuring focus on maximizing both commercial and learner outcomes + Lead product strategy and contribute to the creation of new products and features, while phasing out existing products as needed. Focus on developing a strategic plan to guide the future of the portfolio in the education product space + Gather and analyze customer feedback and market research to gain deep insights into product performance, market trends, and competitor offerings. Use this information to inform product strategy and prioritize initiatives that address key customer needs + Champion data-driven decision-making, using strong data analysis skills to assess product performance and inform next steps, while balancing operational delivery with strategic thinking + Acquire and manage authorial talent, working directly with authors to bring their best work to market and ensure the product aligns with customer needs and expectations + Collaborate with cross-functional teams, including other Commercial Portfolio Managers, Content Strategy, Sales, Marketing, UX, Efficacy & Learning Research, and the Product Management teams, to create innovative products that drive improved learner outcomes and deliver commercial value for Pearson + Drive continuous product improvement post-launch, optimizing customer experience, adapting to geography/market segment requirements, responding to competitor actions, and improving both learner and commercial outcomes + Support achievement of the financial targets for your product(s) through knowledge and creation of the product P&Ls + Provide mentorship and guidance to junior team members, helping them navigate complex tasks and develop their skills. Share expertise to help shape team projects and contribute to a culture of continuous learning + Communicate effectively with stakeholders, presenting data, insights, and product strategies clearly and persuasively to support key decisions and product direction. **Qualifications:** + Bachelor's degree or equivalent + Commercial product management/portfolio management experience, including managing digital products + 2-3 years experience as a college sales representative preferred + Ability to travel as needed (up to 10%) + Strong understanding of education, particularly higher education, and learning from a consumer viewpoint + Ability to balance strategic thinking with operational execution across multiple markets + Passion for design thinking, applying empathy, curiosity, and collaboration to explore innovative ideas + Exceptional communication skills, with the ability to tell a compelling story using data and customer feedback to drive decisions + Competence in analyzing market trends and identifying actionable insights to develop strategic product initiatives. This role provides an opportunity to take ownership of key product initiatives, collaborate with diverse teams, and develop your expertise further, all while contributing to the growth and success of Pearson's Math and Statistics portfolio. Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Maryland, New York State, New York City, Washington State, and Washington DC laws, the pay range for this position is as follows: This position is eligible to participate in an annual incentive program, and information on benefits offered is here. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Portfolio Management **Job Family:** GO\_TO\_MARKET **Organization:** Higher Education **Schedule:** FULL\_TIME **Workplace Type:** **Req ID:** 21939 \#location

Job Details El Mirage, AZ - El Mirage , AZ $80000.00 - $85000.00 SalaryDescription We're excited to announce a Portfolio Community Manager (Build to Rent) position available in West Valley, AZ We are committed to creating an inspiring and inclusive experience, celebrating our diverse culture, and offering a variety of benefits and opportunities. Be a part of the journey of empowerment and engagement. Featured Perks & Benefits to Keep You Inspired Medical plans with choices to fit your needs Dental and Vision insurance options Health Savings Account (HSA) with employer contribution Financial security benefits including 401k Plan with company match Optional life insurance +addl voluntary life Optional short-term disability +options for long-term disability Wait, we've got more!!! Supplemental life insurance with critical health insurance and accident insurance Vacation program accruing immediately upon hire Sick time when you need it Paid holidays + floating holidays to celebrate those special times Company-sponsored wellness initiatives Continuous education with development programs and more! Here are some responsibilities for the potential Community Manager: Professionally manage and lead the property team in daily operations of the community, maintaining an engaging and motivating presence. Establishes maintenance and team schedules, holding each accountable for performance to include team engagement. Effectively coach the team, guiding and developing to create an inclusive workplace making all feel welcome. Manage budget, accounts, rent collections, and tenant notices; effectively utilize software to ensure accuracy and timeliness of process. Review processed applications, background and credit checks ensuring all processes and procedures were followed. Responsible for administrative tasks such as conducting file audits to ensure compliances and filing taxes. Reporting any problems or issues of an escalated nature to the Asset Director. Prepares client reporting for review by Asset Director, ensuring all supporting documentation is gathered for regular client meetings. Effectively and timely communicate any variance, concerns and positive impact in property operations, taking a solution-driven approach to ensure goals and initiatives are met. Enforces company policies and procedures for compliance documentation regarding new leases and recertification of existing residents. Greet residents, applicants and all others courteously and respectfully. Timely respond, address, and resolve residents' questions, concerns, and complaints promptly Inspect property conditions and coordinate maintenance activities, ensuring community and buildings are compliant with local, state, and federal regulations while promoting the captivating curb appeal and amenities. Investigates complaints and resolves conflicts. Secures property and implements safety precautions; responds to emergencies, reporting as required, and completing all documentation. Ensure compliance of all work-related activities in a fair, ethical and consistent manner. Any other task as assigned. As the ideal candidate, your background includes: Bring your high energy and positive attitude to contribute to an awesome atmosphere! Apply your financial skills/background to manage the property budget, accounts, and rent collections. Present a positive and professional image, supporting a strong leadership orientation. Great customer service with excellent communication skills from relatable experience whether in any aspect of property management positions or hospitality (hotels, restaurants), retail service, etc. 2+ years of multi-family leasing management experience required with multiple years of leasing experience. High School diploma or equivalent required; bachelor's degree in business or related field preferred. Strong administrative and organizational skills with excellence in time management. Superb scheduling and prioritizing skills to coordinate work with vendors and contractors for property projects. Ability to effectively, and professionally help and support the property team members in the daily procedures and processes. Strong computer skills, including working knowledge of MS Office Suite (Outlook, Teams, Word, Excel) required; also, Property Management Software database experience is preferred. Bilingual preferred but not required. Must have a valid driver's license, current automobile insurance, and reliable transportation. Bryten complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, perform essential job functions, and/or receive other benefits and privileges of employment, please contact Talent Acquisitions at ******************************** Equal Opportunity Employer (EOE)

Job DescriptionOur client has longevity and stability on their side, and they are looking for a strong Sr. Portfolio Manager to oversee all real estate funds. will help drive value and oversee the performance and execution of strategies. What you will do: • Oversee all portfolio management activities • Develop KPIs and financial models as needed • Work with management to provide financial and strategic insights • Work with internal and external stakeholders on various matters • Ensure compliance with internal controls What you will have: • B.S. in Finance or related • M.B.A • Advanced excel • 8+ years of related experience • High attention to detail How To Apply Please respond to this posting with your resume We love recruiting! That is the difference. This is what makes us different from our competition This is a difference you will see immediately This difference is what makes us so successful Let us pass this success on to you Come experience the difference of working with a recruiter that loves what they do! Connect on LinkedIn: ********************************************* See all of our opportunities at ***********************

Who We Are: At Avnet, relationships matter. We are a global, FORTUNE 500 technology distributor and solutions company that delivers design, supply chain and logistics expertise to customers at every stage of a product's lifecycle. Our employees have a front row seat to the latest innovations shaping the world we live in and the future we share. We're driven to help our customers around the world succeed and we do so by earning the trust of some of the biggest names in technology. Working at Avnet means being a part of a global team. We work collaboratively and with integrity, doing business the right way. For more than a century, we have partnered together to help our customers, suppliers and teammates realize the transformative possibilities of technology. Experience what's next at Avnet! Job Summary: Reporting to the Director of Investor Relations, the Manager will provide analytical and strategic support to both the Investor Relations team and the Global FP&A team. Key Investor Relations responsibilities will include maintaining a summary of each sell-side analyst's estimates, providing support throughout each quarterly earnings cycle, performing competitive analysis and planning key Investor Relations events and activities. In addition, this person will serve as a key member of the Global FP&A team working on a variety of activities such as supporting the enterprise quarterly forecast, annual operating plan and long-range planning processes, analyzing vendor profitability and performance, performing ad-hoc analysis and developing models and presentations to support deliverables for our executive team. This is a high-visibility role with direct interaction and partnership with various senior stakeholders. The successful candidate will learn core business processes and develop financial models and presentations for senior management. Principal Responsibilities: Maintain sell-side analyst model/estimate summary that provides analysis and insight into analyst expectations across several key financial metrics and compares to internal estimates. Support Director of Investor Relations in all quarterly earnings deliverables including earnings call scripts, earnings release, Q&A preparation, earnings call presentation and earnings support materials. Partner with Director of Investor Relations and executive team to coordinate key Investor Relations events and activities. Maintain a close pulse on competitor financials and notable events, as well as provide strategic analysis comparing results across peer set. Support Global FP&A team with monthly deliverables on enterprise results, forecast, annual plan and long-range plan. Analyze vendor profitability and performance. Design and build dynamic financial models to analyze various ad-hoc initiatives. Prepare financial presentations for senior leadership. Partner with Finance leadership to support process improvements and strategic initiatives. Other duties as assigned. Job Level Qualifications: Prior Global/Enterprise-wide FP&A, Investor Relations, Investment Banking or Big 4 Consulting experience Advanced proficiency in Excel, PowerPoint, Word, and related applications Prior experience with forecasting and building financial models Experience analyzing financial statements Ability to operate under challenging time constraints, and the ability to address multiple deliverables simultaneously Ability to communicate complex financial events in layman terms, in a clear and concise manner Attention to detail is a critical factor for success in this role Demonstrated initiative, critical thinking and problem-solving skills Work Experience: (We cannot make changes, per HR) Typically 5+ years with bachelor's or equivalent. Education and Certification(s): Bachelor's degree or equivalent experience from which comparable knowledge and job skills can be obtained. Distinguishing Characteristics: Work is subject to extreme in-depth reviews by financially driven audiences. What We Offer: Our employees work hard to live our values and help us grow. Our total rewards strategy supports Avnet's ability to attract, engage, develop, and reward our employees, while promoting a diverse and inclusive environment. We offer competitive compensation and benefit programs - from time away and flexible working arrangements to programs supporting employee well-being and opportunities to give back to your community. Generous Paid Time Off 401K and Pension Plan Paid Holidays Family Support (Paid Leave, Surrogacy, Adoption) Medical, Dental, Vision, and Life Insurance Long-term and Short-term Disability Insurance Health Savings Account / Flexible Spending Account Education Assistance Employee Development Resources Employee Wellness, Leadership Development and Mentorship Programs Benefits listed above may vary depending on the nature of your employment with Avnet. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills. Avnet is an Equal Opportunity Employer committed to providing equal opportunities to all employees and applicants for employment without regard to race, color, religion, ancestry, national origin, sex (including pregnancy), age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other characteristic protected by law. This policy of non-discrimination also applies to religious dress and grooming practices. Avnet will accommodate employee religious dress standards and grooming practices that do not result in undue hardship for the Company. If you are interested in applying for employment with Avnet and need special assistance or an accommodation to apply for a posted position contact our Human Resources Service Center at **************.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Seasonal Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote** **The opportunity** EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team. **Your key responsibilities** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **Skills and attributes for success** **To qualify for this role, you must have ** + A bachelor's degree in accounting, finance, business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

**BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN **THE OPPORTUNITY** Responsible for providing financial, credit, and trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and prospects. Monitors assigned credit relationships for covenant compliance, collateral monitoring, and credit deterioration, as applicable. Conduct annual reviews of loans and identify any risk rating changes. Keeps apprised of industry related, political and regulatory issues to determine their impact on specific industries or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is responsible for determining the credit worthiness of the Borrower and recommending credit decisions to Credit Administration. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. **HOW YOU'LL MAKE A DIFFERENCE** - Independently evaluates and structures lower complexity credit requests, including, but not limited to asset-based lending, term loans, and commercial real estate loans. - Performs independent credit analysis and risk assessment of new and existing credit requests. Including, but not limited to, preparing analysis of financial statements, and various other third-party reports such as property appraisals. - In conjunction with Relationship Manager, involved in drafting loan documents prepared by outside law firm or in-house counsel. - Recommends credit actions by preparing the Credit Approval Report ("CAR") which is submitted to Credit Administration for final decisioning. - Works with Loan Administration team to obtain due diligence information needed to underwrite the credit request, perform risk rating reviews, and/or monitor covenant compliance and ticklers. - Reviews the Letters of Interest (LOI) and insures consistency between the loan documents and the CAM. - May make joint customer calls with RM to assess client's needs, business, and management team. - Ensures compliance with all applicable regulations, policies and procedures. Keeps up with changes to banking regulation and completes bank training courses on-line, and on time. - Has intermediate knowledge of appraisals, borrowing base reports, and collateral exams. - Completes Problem Loan Status Reports (PLSRs) with guidance from manager. - Responsible for ongoing proactive and correct identification and monitoring of Risk Ratings for Borrowers under the Risk Rating Policies of the Bank. - Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. - Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. - Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. - Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. - Performs other duties and projects as assigned. **WHAT YOU'LL BRING** - Bachelor's degree in accounting, finance, economics or related field and/or related work experience. Formal credit training and/or Intermediate/Financial Accounting 1 and 2 preferred. - Intermediate/Financial Accounting 1 and 2 needed. - Work related experience should consist of a good to strong understanding of lending, specifically, cash flow and collateral analysis and loan structuring. - Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). - Working knowledge of the Bank's Loan Policies and Standards. - Strong skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook. - Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. - Effective organizational and time management skills. - Exceptional oral, written and interpersonal communication skills. Analytical writing skills a must. - Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments. - Ability to comprehend and explain financial calculations and pricing alternatives - Ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. - Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed. - Ability to deal with complex difficult problems involving multiple facets and variables in non-standardized situations. - Ability to work with little to no supervision while performing duties. **HOW WE'LL SUPPORT YOU** - **Financial Security:** You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested. - **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). - **Building & Supporting Your Family:** Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. - **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off. - **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. **SALARY RANGE** The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor. Equal Opportunity Employer PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

**Portfolio Manager** The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals. **Key Responsibilities and Duties** + Builds successful investment portfolios informed by market conditions and economic trends. + Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis. + Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective. + Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions. + Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. + Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. + Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices. + Provide input into investment models and allocation frameworks. + Support business development and client retention initiatives. + Maintain accurate records and documentation for audits and client reporting. **Additional Responsibilities** + All licenses must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 65 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration. **Required Qualifications:** + 5+ years working directly with wealth management clients **Preferred Qualifications:** + 7+ years working directly with wealth management clients + CFA, CFP Certification + University Degree \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax **Anticipated Posting End Date:** 2025-12-29 Base Pay Range: $124,000/yr - $155,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)