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Portfolio Manager III-AFFORDABLE HOUSING
City National Bank 4.9
Portfolio manager job in Los Angeles, CA
PORTFOLIOMANAGER III- AFFORDABLE HOUSING WHAT IS THE OPPORTUNITY? The PortfolioManager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)
The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfoliomanagement expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers.
Colleagues will partner with the origination team to provide tailored CRE lending solutions to clients, while proactively identifying risk on new and existing credits within the portfolio through a combination of internal and external resources.
CRE portfolio includes a variety of loan products secured or supported by varying asset types.
This position will support the Bank's Affordable Housing credit portfolio, which focuses on construction, bridge, and perm loans as well as other credit offerings nationwide to for-profit and non-profit Affordable Housing developers and investors. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate.
Candidate will partner with the team responsible for building and maintaining the Affordable Housing loan portfolio, and will be a key contributor to CNB's Community Reinvestment Act (CRA) initiatives.
Candidate must have in-depth experience and exercise a strong understanding of the Low Income Housing Tax Credit (LIHTC) Program and other Federal, State, and Local Affordable Housing Programs to assist in underwriting and portfoliomanagement efforts. Candidate to be able to conduct detailed financial and risk analysis of affordable housing projects, developers, investors, tax credit equity syndicators, and municipal and or nonprofit partners. Maintains awareness of competitive products, practices, and changes in market conditions and compliance requirements.
WHAT WILL YOU DO?
Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
PortfolioManagement: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs portfoliomanagement activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent in Finance, Business or related field
Minimum 4 years of progressively increasing credit underwriting and portfoliomanagement experience in relevant industry/industries
Additional Qualifications
Advanced experience in credit management and lending operations, with a strong understanding of risk management principles
Desire to build leadership and coaching skills, with the ability to train and develop talent
Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
Advanced analytical skills, with the ability to interpret complex data and make informed decisions
Industry-specific knowledge and expertise
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$111.4k-189.7k yearly 8d ago
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FVP, Portfolio Manager
Cathay Bank 4.4
Portfolio manager job in El Monte, CA
Posted Tuesday, November 4, 2025 at 8:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
PortfolioManager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures.
ESSENTIAL FUNCTIONS
PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio.
Review to ensure each credit is properly risk rated based on the Bank's risk rating system.
Maintain and grow existing client relationships, cross-sell Bank's other products and services.
Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews.
Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”)
Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank.
Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client.
QUALIFICATIONS
Education: College graduate with major in related fields.
Experience:
7-10 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices.
Must have strong loan portfoliomanagement experience.
Must possess strong loan negotiation (rates, terms, collateral requirements) experience.
Must possess previous underwriting experience in the requisite area of commercial lending.
Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing.
Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products.
Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel.
OTHER DETAILS
$130K - $170K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
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$130k-170k yearly 1d ago
VP, Portfolio Manager
Pacific Western Bank
Portfolio manager job in Santa Ana, CA
BOC - 3 MacArthur 3 Macarthur Pl Santa Ana, CA 92707, USA
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.
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$129k-236k yearly est. 2d ago
General Manager, Property & Asset Management (Anaheim)
Jones Lang Lasalle Incorporated 4.8
Portfolio manager job in Anaheim, CA
A leading real estate firm is seeking a General Manager to oversee property management services at a prominent mixed-use development in Anaheim, CA. The role involves managing financial targets, leading a team, and ensuring tenant satisfaction through effective communication and strategic planning. Ideal candidates will have significant experience in commercial real estate and strong financial acumen. This position offers a salary range of $110,000 - $150,000 depending on qualifications.
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$110k-150k yearly 2d ago
Design Manager - Asset Management
PMCS Group, Inc.
Portfolio manager job in Los Angeles, CA
Design Manager - Asset Management- $183,000 to $194,000 + Benefits- Los Angeles, CA
The Role
Are you an experienced design professional who enjoys guiding complex projects from early ideas through to delivery? Do you have a strong background in educational or public-sector facilities and enjoy working with a wide range of stakeholders? If so, we have an exciting opportunity for you.
We are looking for a Design Manager - Asset Management to take a leading role in shaping major school upgrade and critical repair projects. This is an opportunity to influence how educational environments are designed, improved and maintained for years to come.
As a Design Manager - Asset Management, you will lead the design function across multiple capital projects, acting as the main design authority from concept through to handover. You will provide clear direction to architects and consultants, ensure compliance with regulatory and district standards, and keep projects aligned with agreed budgets, programmes and functional requirements. This role suits someone who enjoys responsibility, structure and seeing high-quality designs turn into real-world outcomes.
If you want your work to leave a lasting mark on educational spaces, apply now and take the next step in a role where your experience truly matters.
Key Responsibilities:
Lead and oversee design activities for school upgrade and critical repair projects
Act as the primary design professional, including liaison with the Division of State Architects (DSA)
Manage the full design process to meet functional, budgetary, environmental and legal requirements
Coordinate architects, consultants and internal teams from early planning to final approvals
Ensure designs meet district standards, educational needs and building regulations
Review design changes to keep projects on track financially
Select and appoint architectural firms from approved panels based on project needs
Maintain clear documentation to meet legal and audit requirements
Support community engagement and outreach around design proposals
Encourage knowledge sharing through workshops and ongoing learning
The Company
At PMCS Group, Inc., we've built our reputation on over 70 years of combined industry experience and a team of 130+ professionals with deep expertise in construction, engineering, architecture, and inspection. We don't just manage projects-we deliver them to the highest standard, on time and within budget.
We're proud to partner with clients such as the Los Angeles Unified School District (LAUSD), Los Angeles Community College District (LACCD), California State University (CSU) campuses, and other public agencies. Our work has a direct impact on communities, improving educational facilities and public infrastructure across California.
The Benefits
PTO: 120 hours annually (vacation/sick time), accrual starts on day one, available after 30 days.
Holidays: 8 paid holidays per year, including New Year's Day, Thanksgiving, and Christmas.
Insurance: 100% coverage for employee's Medical, Dental, and Vision, with additional costs for dependents and enhanced plans (Kaiser and Anthem Blue Cross options).
401(k) Savings Plan: 100% match up to 3%, plus 50% of the next 2% (fully vested immediately).
Professional Development: Up to $1,000 annually for license/certification renewals and qualifying education.
Parking: Parking provided, up to $100/month if applicable.
The Person
At least 10 years' full-time professional experience in facilities design or capital project planning.
Minimum 5 years working on educational facilities or similar public-sector projects.
Degree in architecture or engineering from a recognised institution.
Registered Architect or Professional Engineer (California) preferred.
Confident communicator with strong organisational skills.
Comfortable managing several projects at once and making timely decisions.
$66k-128k yearly est. 2d ago
Senior Asset Manager
Endeavor Agency
Portfolio manager job in Newport Beach, CA
The Senior Asset Manager (debt) will play a crucial role in managing and optimizing the portfolio of commercial real estate credit loans. This position requires a deep understanding of commercial real estate finance, covering commercial and multifamily assets.
Key Responsibilities
Manage and monitor the performance of the commercial real estate loan portfolio, ensuring alignment with company goals and risk parameters
Conduct regular portfolio reviews and risk assessments, identifying potential issues and recommending mitigation strategies
Collaborate with the underwriting team to evaluate new investment opportunities and their potential impact on the overall portfolio
Develop and maintain financial models to analyze portfolio performance and project future outcomes
Prepare detailed reports on portfolio performance for senior management and investors
Work closely with asset management and origination teams to optimize portfolio returns and manage risk
Monitor market trends and regulatory changes that may impact the portfolio or create new opportunities
Assist in the development and implementation of portfoliomanagement strategies and policies
Qualifications
Bachelor's degree in Finance, Real Estate, or related field; MBA or relevant master's degree preferred
7+ years of experience in real estate finance, with a focus on multifamily and commercial real estate sectors
Strong exposure of bridge lending and structured finance
Excellent analytical and financial modeling skills
Fluency in Excel, financial analysis software, and portfoliomanagement tools
Strong problem-solving abilities and attention to detail
Excellent written and verbal communication skills
Ability to work effectively in a fast-paced, team-oriented environment
Knowledge of real estate capital markets and investment strategies
Familiarity with risk management practices in real estate lending
$73k-113k yearly est. 3d ago
Senior Asset Manager
Hays 4.8
Portfolio manager job in Los Angeles, CA
Your new company
A leading real estate investment holding company with a portfolio of luxury hotels, premium rentals, and creative retail spaces is seeking a strategic and results-driven Senior Asset Manager to oversee asset management for a high-profile mixed-use complex in Downtown Los Angeles.
This role offers the chance to shape the future of a marquee development that blends hospitality, residential, and retail components. You'll report directly to ownership and play a pivotal role in maximizing property performance and long-term value.
Your new role
As an Asset Manager, you'll lead all operational functions including property management, leasing and marketing, finance and accounting, capital expenditures, and construction.
You'll be responsible for driving investment returns, optimizing revenue, and mitigating risk across the entire complex. This is a high-impact leadership role requiring deep expertise in life-cycle asset management, stakeholder collaboration, and operational excellence across the hospitality, retail, and multifamily sectors.
What you'll need to succeed
15+ years of senior-level asset management experience in hospitality, retail, and multifamily
Skilled in solving complex operational issues and driving performance
Strong financial, analytical, and budgeting expertise; proficient in Yardi/MRI
Excellent communicator with proven stakeholder management
Highly organized with the ability to juggle multiple priorities
Bachelor's degree required; advanced credentials (MBA, CFA, CPA) preferred
What you'll get in return
Competitive compensation package and benefits
Leadership role in one of LA's most prestigious mixed-use developments
Direct influence on strategic decisions and long-term asset performance
Collaborative environment with high-level stakeholders and ownership
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
$75k-102k yearly est. 2d ago
Power Finance Portfolio Manager - El Segundo OR Los Angeles, CA
Banktalent HQ
Portfolio manager job in El Segundo, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
California Bank and Trust is looking for a Power Finance PortfolioManager to work in our El Segundo or Los Angeles, CA office. This role is responsible for managing and servicing a portfolio of existing loan relationships
Job Requirements:
* Responsible for managing and servicing a portfolio of project finance loans primarily centered in the power industry (renewable energy, natural gas, electric transmission, etc.).
* Responsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models.
* The PortfolioManager provides documentation review and closing support during the execution of new lending opportunities
* Other responsibilities include maintaining various internal databases, handling reporting on loans such as past dues, documentation and collateral exceptions, risk grades, and portfolio profitability.
* May assist bankers on the originations team with new loan requests. Attends industry conferences, site visits, and other related events.
* Acts as the primary point of contact on closed loans and works directly with clients to resolve any pending issues. Works alongside middle office and loan operations to service our client's needs.
* Applies all applicable credit policies and procedures to the execution of the risk management process. Works under limited direction and independently determines & develops solutions to a variety of issues that may arise.
* Assists senior bankers with the mentoring and training of a team of associates and credit analysts.
* Ability to work independently with limited supervision.
* Other special projects as assigned.
Can also be filled at PortfolioManager III which requires at least 5 years banking experience.
Minimum Job Qualifications:
* Requires a bachelor's degree in Finance, Accounting, Business, Economics or related field. 8+ years of banking experience in relationship management, underwriting, and/or credit/portfoliomanagement.
* Must have experience in project finance, structured finance, or commercial real estate finance.
* Advanced knowledge of various types of loans, credit analysis, spreading (and spreading software) and analyzing financial statements, risk analysis, loan documentation, etc.
* Advanced knowledge of banking products, services, policies, procedures and regulations.
* Excellent credit skills in underwriting including financial statement analysis, financial modeling, and valuation.
* Requires excellent customer service, relationship, organizational, analytical and creative problem-solving skills.
* Ability to meet deadlines.
* Must have excellent communications skills, both verbal and written.
* Knowledge of various software applications including Word, Excel, PowerPoint, Moody's Risk Analyst, S&P/Capital IQ, and Teams.
Benefits:
Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
401(k) plan, competitive compensation in line with work experience.
Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements
Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
Tuition Reimbursement for qualifying employees
Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.
This position is eligible to earn a base salary in the range of $150,000 - $190,000 annually depending on job-related factors such as level of experience.
$150k-190k yearly 3d ago
SEC Reporting Manager
Vaco By Highspring
Portfolio manager job in Anaheim, CA
Let Vaco advocate for you and you'll have an advantage over your competition ! Our recruiters will provide you with great insight about trends in the market-keeping you up to date on compensation expectations, company culture and growth opportunities . As an SEC Reporting Manager, you will serve as a financial expert for our client. This will be a hands-on role reporting into the Chief Accounting Officer. Vaco delivers critical talent solutions to companies in the areas of consulting, project resources, executive search, direct hire and strategic staffing with expertise in numerous areas including accounting and finance, technology and operations. Since its founding in 2002, Vaco has grown to serve more than 12,000 clients across the globe with more 9,800 employees. Vaco has been named to Inc. magazine's list of the fastest-growing private companies for the past 14 years and was named to Forbes' lists of America's Best Recruiting Firms. Why You Should Apply
Join a reputable company that's been in business over 75 years
Competitive Pay
Work with a collaborative team that believes in teamwork
Responsibilities
Participate in the coordination and preparation of quarterly reports (10-Q), annual reports (10-K) and current reports (8-K).
Responsible for reporting and managing all equity-based transactions.
Responsible for reporting equity compensation.
Work with various personnel and departments to collect information and input into the above referenced reports; coordinate, review and collect comments on the various drafts; prepare support files; challenge the appropriateness of disclosures; complete all relevant disclosure checklists and reporting questionnaires.
Maintain quarterly reporting timetable and monitor progress against reporting cycle milestones
Assist with technical accounting research and documentation of new policies and procedures.
Monitor the development and applicability of emerging accounting and reporting rules being deliberated by the SEC, US GAAP, PCAOB, or other regulations.
Assist with establishment, documentation, and maintenance of company accounting policies.
Review and, where necessary, assist with the disclosures for the separate subsidiary year-end
financial statements.
Assist with month-end close and financial statement review.
Assist external auditors
Qualifications:
Bachelor's Degree
Public accounting experience required
CPA required
5+ years of SEC reporting experience
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *********** .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
Virginia residents may access our state specific policies here .
Residents of all other states may access our policies here .
Canadian residents may access our policies in English here and in French here .
Residents of countries governed by GDPR may access our policies here .
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
the individual's skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
$98k-133k yearly est. 1d ago
Asset Manager
The William Warren Group 3.8
Portfolio manager job in Santa Monica, CA
The William Warren Group is a privately held, institutional real estate investment, development, acquisition and property management firm based in Santa Monica, CA. Since its inception in 1994, its focus has been on investments in major metropolitan markets across the United States that offer significant cash flow, revenue growth, and long-term capital appreciation opportunities. The company focuses on delivering exceptional customer service, introduces progressive thinking and technology to the market, and maximizes profitability for investors, all within a fun and inspiring team environment.
When you join our family, you are tapping into the power of a different kind of brand. We seek motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment, you are in the right place. Ready to create the extraordinary? Come join us to take your career to new heights and make it an awesome work life!
How You'll Make a Difference
The Asset Manager is responsible for helping to develop and maintain asset-level financial models that forecast detailed profit and loss in order to optimize cash flow at the property level. This role closely interacts with our Accounting, Marketing and Operations Team to ensure successful implementation of our financial initiatives.
Assists in the preparation and approval process of property operating budgets.
Assists in monthly, quarterly and annual reporting of the portfolio to WWG partners, JV partners and 3rd-party owners.
Assists with monthly review of operating statements including financial analysis to determine present and future financial performance, returns and cash impacts.
Helps maximize total return for each assigned asset through preparation of reports, analysis of property efficiencies and identifying opportunities for improved performance.
Aids in financial analysis, market studies and industry standard reporting (i.e., variance reporting, discounted cash flows, IRR's, etc).
Special projects relating to increasing revenues and reducing expenses across the portfolio.
Assists in the due diligence and underwriting of potential acquisitions.
Helps ensure articulation and consistency of company image and position within all internal and external communications.
Serves as point of contact with capital partners and owners regarding performance of assets.
Coordinates with CapEx team regarding project budgets and return on investment analyses.
Coordinates with the Real Estate team regarding projecting operating expenses for new acquisitions and developments.
Coordinates with BizDev team regarding projecting operating expenses for management proformas.
Works closely with Marketing, Data Intelligence team and Operations on a weekly basis to analyze performance, diagnose issues, and identify solutions for underperforming assets.
Please note that you may be asked to perform a variety of duties from time to time, which may not fall strictly in your job description. For a variety of business, safety, and technical reasons, it is necessary that all positions at WWP maintain a high level of flexibility in reference to duties you will be expected to perform.
What Makes this Opportunity Awesome
$70,000-$80,000 per year + Bonus
Make a difference and have a positive impact.
Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities.
Contribute creatively to the organization's success by generating new and useful ideas.
About You
Education: BA/BS in related field preferred or equivalent experience
Experience: 2-5 years of real estate asset management experience preferred
Excellent communication skills (verbal and written) including active listening
Relationship skills
: ability to develop and sustain cooperative working relationships - both internal and external.
Organizational skills/Multi-tasking
: Exceptional organization skills with the ability to allocate one's time effectively, work under pressure, and meet tight deadlines; ability to handle multiple demands and competing priorities; ability to prioritize workload; and an ability to work at a detailed level.
Proven skills in contributing to the development of company objectives and achieving desired goals.
Strong accountability combined with strong work ethic and enthusiasm for teamwork
Energetic self-starter with an ability to thrive in a fast pace environment.
Intrapersonal:
A willingness to learn in a dynamic environment that includes new ideas and innovation, intellectually curious, adaptable and ambitious.
Computer Skills: Advanced Excel skills and MS Office Suite, high-level of comfort learning new accounting systems and computer applications,
Zoom, Gmail, Microsoft Teams
The William Warren Group, we believe in the talent of our people. It is our passion and commitment to excellence that drives our vast portfolio of properties to succeed. We take pride in all that we do and all that we represent. It is what makes us uniquely WWG. Ready to create the extraordinary? Come join us!
Additional Perks for eligible employees:
WWG offers a competitive compensation and performance-based bonus program, in addition to medical, dental, vision, 401(k) with company matching, paid time off (PTO) and holiday perks, employee assistance program (EAP), pet insurance and teambuilding events and activities.
The William Warren Group and StorQuest say NO to drugs
Equal Employment Opportunity
WWP 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, disability, age or veteran status. WWP is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
To learn more about our awesome company check us out on ********************* and to apply visit *********************/careers
$70k-80k yearly 19h ago
Senior Audit Manager: Lead Audits, Teams & Strategy
Solid Rock Recruiting LLC
Portfolio manager job in Torrance, CA
A leading public accounting firm in Torrance, CA, seeks an Audit Senior Manager to lead assurance engagements and manage teams. This role involves mentoring staff, delivering high-quality audits, and serving as a key advisor to clients. The ideal candidate holds a CPA license, has 8+ years of experience in public accounting, and possesses strong technical and leadership skills. A collaborative culture and opportunities for career advancement are offered. Apply now to take your career to the next level.
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$98k-145k yearly est. 2d ago
Senior Manager, Federal Tax
Hyundai Motor Company 4.5
Portfolio manager job in Fountain Valley, CA
Select how often (in days) to receive an alert:
At Hyundai, we've rethought our business and created cars that combine performance, quality, design and innovation into a complete package.
It's time you rethink what you expect from an employer.
At Hyundai, we understand you're not just building a career - you're building a life. We believe in our people and realize that our success is a direct result of our commitment in offering you great opportunities for your career. If you would enjoy working in a dynamic environment and are looking for a chance to become part of a stellar team of professionals, we invite you to apply online today.
WORK MODEL
#LI-OnSite
WHAT YOU WILL DO
Lead federal tax compliance and reporting, oversee tax system administration, advise on strategic tax planning initiatives, and champion process enhancements through the adoption of modern productivity tools. As the Federal Tax Manager, you will play a critical leadership role in ensuring full compliance with U.S. federal tax regulations while driving operational excellence across tax reporting and research functions. This position oversees the preparation of federal income tax returns, manages specialized tax systems, and provides strategic guidance on emerging tax laws. You will collaborate with global stakeholders, represent the organization in dealings with tax authorities, and lead a high-performing team to deliver accurate, timely, and compliant tax solutions that support the company's financial integrity and growth.
HOW YOU WILL MAKE AN IMPACT
Oversee U.S. Federal Tax Compliance: Direct the accurate and timely preparation of federal income tax returns, ensuring full compliance with domestic and international tax regulations. Collaborate with affiliates and operating departments to meet all reporting deadlines.
Provide Expert Tax Guidance: Conduct in-depth U.S. federal tax research, stay current on technical developments, and advise management on the financial and operational implications of new tax laws.
Manage Tax Technology Systems: Serve as System Administrator for specialized tax software, including OneSource and Sage Fixed Assets, ensuring optimal functionality and data integrity.
Coordinate Global Reporting: Prepare responses to information requests from the Korean parent company and manage outsourced U.S. tax reporting for Korean staff on U.S. assignments.
Lead and Develop the Team: Mentor and guide the federal tax team, fostering a high-performance culture and supporting continuous professional growth.
Oversee Procurement Activities: Authorize and initiate procurement processes, including purchase orders, NSRs, Logon, and GCSC requests.
Represent the Organization: Handle correspondence with federal and state tax authorities regarding filings and account matters, ensuring compliance and resolution.
Collaborate with External Partners: Lead communications and negotiations with external consultants to support tax-related initiatives and strategic projects.
WHAT YOU WILL BRING TO THE ROLE
Must be a high school graduate.
Bachelor's degree, Accounting or Finance preferred.
Eight or more years of experience of which at least five years of directly related experience in tax.
Two or more years of supervisory experience desired.
Financial institution and/or Big 4 CPA experience preferred.
Proficiency with SAP preferred.
CPA preferred.
WHAT HYUNDAI CAN OFFER YOU
Monthly Hyundai/Genesis vehicle lease allowance (including insurance and maintenance)
Holiday Pay - the company shuts down with pay between Christmas and New Years.
Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts
401(k) retirement plan with Employer Match
Additional 401(K) Employer Enhanced Contribution program - eligible after 1 year of employment, in addition to the regular employer matching contribution
Vacation and sick time off
Employer-paid basic life and disability coverage, including Paid-Family Leave.
Mental health, wellbeing, and employee assistance program
Health advocate (support)
Education Reimbursement program: Up to $5,250 per year for employees seeking higher education degrees.
External Training and Development Programs
Compensation Range: $107,800 - $154,000 annual base salary
WHAT HAPPENS NEXT
Express your interest by submitting an application. Once your application is received, our recruiting team will review your application to see if you meet the basic and preferred qualifications listed on the job description. For more information on our hiring process please visit our How We Hire page.
OTHER DETAILS
Our Company adheres to the equal employment opportunity guidelines set forth by federal, state and local laws. The information requested on this form is sought in good faith and will not be used to discriminate against the applicant based on race, religion or creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic characteristics, marital status, sex or gender (which includes pregnancy, childbirth, or related circumstances), gender identity, gender expression, age, citizenship, sexual orientation, family care or medical leave status, military and veteran status, political affiliation, or any other characteristic protected by federal, state and local laws.
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$107.8k-154k yearly 3d ago
Tax Senior Manager
Colorado Railroad Museum
Portfolio manager job in Tustin, CA
Work Arrangement: Hybrid or In-office
A Day in the Life
A typical day as a Tax Senior Manager might include the following:
Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.
Review, approve and sign tax returns for release to clients.
Coach or mentor a staff member to assist with enhancing their skills and further developing their career.
Gather relevant tax-related information from the client so an accurate tax return can be prepared.
Look at tax situations from various angles to ensure the maximum tax benefit is applied.
Network, build relationships and attract new clients or business for the Firm.
Bill clients for the services and guidance provided.
Who You Are
You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
You have a knack for solving problems and easily notice issues while bringing solutions to the table.
You take pride in helping others, and you are ready to take on the challenge of leading a team of high-performing individuals.
You have knowledge of and exposure to a variety of industries and the ability to read a financial statement.
In addition to all of this, you hold a CPA license or Enrolled Agent Certification and have 5-7 years of experience in public accounting and tax work.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation
$153,000 - $197,000. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
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$153k-197k yearly 1d ago
Senior Tax Manager - Real Estate
The Agency Recruiting
Portfolio manager job in Newport Beach, CA
Senior Tax Manager - Strong Real Estate Partnership Experience 10+ years of experience Compensation: Base pay of $140-190k, plus overtime pay.
The successful candidates for our tax associate and tax senior open positions will live in Orange County, commute to our office daily, and have experience using CCH Axcess Tax or CCH ProSystems as well as CCH Engagement.
Experience with the following:
Partnership Minimum Gain
Recourse vs Nonrecourse Debt Allocations
Interest Expense on Debt-Financed Distributions
Form 8308 Sale or Exchange Reporting
Section 754 Election, Section 743 Adjustments
Section 163(j) Election Out
Disguised Sale Rule
Waterfall Allocations
Targeted Capital Account Allocations
Passive Activity Loss Rules
Real Estate Professional Rules
PTE Elective Tax Payments
Qualified Business Income Rules
QBIA with Step Ups via Inheritance
CA Foreign Tax Withholding
Superseding Returns
Administrative Adjustment Requests
QOFs
Cost Seg Studies
#J-18808-Ljbffr
$140k-190k yearly 1d ago
Branch Manager - Building Products
The Bridger Group
Portfolio manager job in Santa Fe Springs, CA
We are working with a nationwide wholesale distributor serving commercial, industrial, and OEM construction markets. They are looking for a General Manager to oversee their Southern California operations. This location is already well-established but has plenty of room to grow. You'd be stepping into a role where you'll have full P&L ownership, team leadership responsibility, and the freedom to make local decisions, backed by a strong national brand with deep vendor relationships and fabrication capabilities across the U.S.
Responsibilities:
Full P&L responsibility
Hands-on leadership role overseeing sales, operations, and people
Direct reports: 2 Inside Sales Reps, 1 Outside Sales Rep, 1 Operations Manager
Indirect reports: 1 warehouse staff, 4 drivers
Requirements:
Live within 30-60 minutes of the branch
GM/branch leadership in wholesale distribution or building materials
Strong sales leadership focus (pipeline, customers, team development)
Building-products experience and insulation experience preferred
$51k-74k yearly est. 3d ago
Tax Senior Manager - Client Leadership & Growth
Cruitin
Portfolio manager job in Torrance, CA
A leading tax consultancy firm in California is seeking an experienced Senior Tax Manager to lead client relationships and manage tax department workflow. This role involves overseeing tax engagements, mentoring staff, and delivering high-quality tax services while ensuring compliance with U.S. tax laws. The ideal candidate will possess a Bachelor's degree in Accounting, CPA certification, and extensive experience in tax services. Competitive compensation between $180,000 and $260,000 is offered.
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$75k-109k yearly est. 1d ago
Tech & Emerging Growth Tax Manager
Withum
Portfolio manager job in Irvine, CA
Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!
Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.
As a Tech & Emerging Growth Tax Manager based out of our New York City, San Francisco, Los Angeles, San Ramon, Orange County or San Diego CA offices, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.
Withum's brand is a reflection of our people, our culture and our strength.We havebecome synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
How you'll spend your time:
Reviewingindividual, trust, partnership and corporate tax returns prepares by tax staff and/or seniors for accuracy
Researchingand draftingmemorandum involving complex tax matters
Identifyingand implementingtax planning opportunities
Handlingand resolvingtax controversies
Overseeingcomplete tax research projects for a variety of clients and diverse industries
Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines
Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly
Servingin professional development programs as an instructor or discussion leader
Thekinds ofpeoplewewant totalk tohavemany ofthefollowing:
Bachelor's degree in accounting and CPA license, JD or aMastersof Science in Taxation
At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff
Excellent analytical and technical tax skills
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment
Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management
Excellent analytical, organizational, project management skills, and strong attention to detail
The compensation for this position will vary by location. If you reside in California, New Jersey or New York City, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at********************************
California salary ranges from $135,000 to $200,000
New Jersey salary ranges from $100,000 to $170,000
New York salary ranges from $105,000 to $160,000
#LI-MM1
#Hybrid
WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
$135k-200k yearly 3d ago
Budget Manager
City of Corona, Ca 3.4
Portfolio manager job in Corona, CA
Are you a motivated and driven individual who is passionate about providing exceptional customer experience, commitment to public service with a desire to work in a dynamic and progressive environment? In this role, you will have the opportunity to oversee and manage the City's budgetary process and work on a variety of exciting and meaningful projects, contributing to the growth and development of our community.
Characteristics
An upbeat attitude, eager to participate and actively engage in all aspects of the organization.
A passion for producing outstanding quality of work and delivering exceptional program outcomes.
A self-starter with a can-do attitude who will take initiative to address issues and propose solutions.
Detail and process-oriented individual who prides themselves on high quality, error-free work.
A high-performing, genuine, authentic individual with a good sense of humor will thrive in this role.
Unwavering integrity, and principled decision-maker, regardless of outside pressures.
Education and Experience:
Equivalent to a bachelor's degree from an accredited college or university with major coursework in accounting, economics, finance, business administration, public administration, or a related field.
Five years of increasingly responsible experience in fiscal management, municipal accounting, budgeting, or related experience.
Four years of management or supervisory experience.
Skills/Abilities
Plans, manages, and oversees the daily functions, operations, and activities of an assigned Finance Division, including budgeting, cashiering, revenue accounting, and business licensing.
Prepares the operating budget for Finance and General Government operations; oversees the City's budget process as a whole; provides input on revenue and expenditures for all funds; provides input regarding revenue generation, cost savings, allocation of resources, and requests for budgetary funding.
Participates in the development and implementation of goals, objectives, policies, and priorities for the division; recommends within division policy, appropriate service and staffing levels; recommends and administers policies, procedures, and systems to ensure proper internal controls.
Participates in the selection of, directs, trains, motivates, and evaluates assigned personnel; works with employees to correct deficiencies.
Oversees and leads the annual budget process for the City's operating and capital improvement budgets; administers and reviews department financial plans; monitors progress and keeps the executive team abreast of the City's financial position.
Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures
Prepares budgetary analysis for the Annual Comprehensive Finance Report (ACFR) including analysis of revenue variances, expenditure variances, and required supplementary information; assists with fund balance reserves at fiscal year-end.
Oversees development and approval of the City's Cost Allocation Plan and User Fee studies; collaborates with staff and third party consultants.
Reviews processes and systems of assigned functions in Finance; advises, coordinates, and participates in program design and implementation of the City's financial system; makes recommendations for process updates and/or system changes to streamline or enhance current processes.
Analyzes data, prepares presentations, and presents information for public meetings; including commissions and City Council meetings.
Prepares and presents information for public meetings; analyzes data and prepares presentations for a variety of committee, commission, and City Council meetings.
Creates, analyzes, reviews, and approves City Council action reports; creates reports to adopt the budget; approves quarterly budget adjustments and other budget related items.
Prepares long range financial plans and forecasts for the City's General Fund; reviews revenue projections and actual activity; reviews expenditure budgets and actual activity; analyzes costs impacting future fiscal years.
Prepares cost analysis for various personnel items including labor negotiations and department reorganizations; analyzes and determines assumptions to be included for accurate analysis, including cost of living increases and changes to other employee benefits.
Analyzes claim forms, budget transfers, and other finance items for compliance with existing policies, resolutions, ordinances, and other guidelines; monitors legislation and trends which may create future budgetary impacts to the City or may prompt updates to processes.
The position is FLSA Exempt - ineligible for overtime compensation.
This position will assist the successful candidate in expanding their leadership and management skills and enhancing local government administration expertise. In addition, the City Manager is committed to preparing the next generation of local government leadership and providing mentoring and coaching to the successful candidate to assist in his/her career development. This is an exceptional opportunity for a hard-working, proactive, skilled professional interested in significantly advancing their career in city management.
To view this position's complete job description, click here.
Application Process
Applications will be accepted through Thursday, February 5, 2026, at 5:00PM. Applicants are encourage to apply early as applications will not be accepted after this deadline. Candidates that successfully pass the screening process and are deemed to possess the most desirable qualifications may be invited to a virtual HireVue interview. In-person oral interviews are tentatively scheduled for the week of March 2, 2026. The top scoring candidates from this testing process may be placed on an eligibility list from which the department may hire.
The successful candidate will be required to undergo a reference / background check including livescan and pass a pre-employment medical examination (which will include a drug/alcohol screening).
Community
A City whose heritage spans more than a century, the City of Corona, located in Riverside County, California, encompasses around 40 square miles and has a vibrant, culturally diverse population of approximately 168,100 residents. Residents of Corona enjoy a variety of cultural, recreational, and educational opportunities that provide a first-rate quality of life for its residents and visitors. Within an hour's travel time, outdoor enthusiasts can enjoy such winter activities as snowboarding and skiing and such summer activities as surfing, boating, or simply relaxing on a beach. Corona's economy is strong and getting stronger; more than 84,000 people work here. Our retail, commercial, and housing areas are expanding, and office development continues to be strong.
The Organization
The City of Corona is a General Law city operating under a Council-Manager form of government. Policymaking and legislative authority is vested in the City Council, consisting of a Mayor and four Council Members. Members of the City Council are elected by District to a four-year term. The Mayor is selected by the Council and serves as the presiding officer for one year.
The City is organized into the following departments/organizational units: Community Services, City Manager's Office, Economic Development, Finance, Fire, Human Resources, Information Technology, Legal and Risk Management, Police, Planning & Development, Public Works and Utilities. Oversight of these departments is divided between the City Manager and two Assistant City Managers.
The City's total operating budget for Fiscal Year 2026 is $422.7 million with a General Fund operating budget of $231.3 million. Corona enjoys a workforce of 935 dedicated employees who provide high-quality services to its residents and visitors each day.
ESSENTIAL DUTIES AND RESPONSIBILITIES
To view the essential duties and responsibilities, click here.
QUALIFICATIONS GUIDELINES
To view the qualifications guidelines, click here.
PHYSICAL/MENTAL DEMANDS AND WORK ENVIRONMENT
To view the physical/mental demands and work environment, click here.
$75k-91k yearly est. 19h ago
Junior Portfolio Manager Analyst
Pacific Life 4.5
Portfolio manager job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Junior PortfolioManager to join our Investment Grade Fixed Income team in Newport Beach, CA.
As a Junior PortfolioManager, you'll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation through the development of tools, analytics, and market insights.
How you'll help move us forward:
Help develop and enhance existing portfoliomanagement tools to improve senior PM investment decision-making, risk monitoring, and operational efficiency.
Support the identification of investment grade credit opportunities by analyzing key market trends, trading relationships, and conducting relative value analysis.
Assist in portfolio optimization by building and maintaining models and processes that support active management and risk oversight.
Help collaborate with investment grade corporate credit analysts to aggregate and synthesize credit views for timely and actionable implementation of investment ideas.
Prepare and present regular updates to the PortfolioManagement team, highlighting relevant analysis in support of investment strategies and performance goals.
Contribute to the continuous improvement of investment processes through innovation, automation, and cross-functional collaboration.
The experience you bring:
Minimum of 5 years of experience in investment management, trading, or a related analytical role within capital markets.
Strong understanding of fixed income markets, portfolio construction principles, mathematical and statistical principals, and risk management concepts.
Demonstrated ability to build and maintain analytical tools and dashboards to support investment decisions.
Proficiency in Bloomberg, Power BI, VBA, and Python is required; experience with SQL or other data tools is a plus.
Excellent communication skills, with the ability to clearly present complex data and insights to investment professionals.
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.
Bachelor's degree in Finance, Mathematics, Economics, Engineering, Computer Science, or a related field; advanced degree or CFA progress is a plus.
What makes you stand out:
Direct experience within the investment grade credit market
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-AJ1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$148,230.00 - $181,170.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$148.2k-181.2k yearly Auto-Apply 60d+ ago
Portfolio Manager, Commercial Property Management
Firstservice Corporation 3.9
Portfolio manager job in Rancho Cucamonga, CA
The PortfolioManager ("Manager") oversees a portfolio of Commercial Property Owner Association accounts in the assigned territories to ensure business is executed in a timely and accurate manner, in accordance with Association governing documents, Board policies, MarWest policies and procedures, Civil Code and other applicable regulations. A successful Manager is a self-accountable, well-organized, ethical, professional, proactive person who takes pride in the appearance of the property and enjoys building relationships with boards of directors, owners, and tenants. The Manager creates a strong client relationship and is responsible for understanding and meeting client expectations. Manager's remain service-oriented, manage and execute on daily tasks in a prompt manner, are accessible and accountable. Manager's receive support from other Accounting Staff, Regional Leaders, IT, HR and Senior Leadership.
Compensation: $75-80k
FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future.
Job Responsibilities:
The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty.
* Understanding of all property governing documents (Governing documents, Rules, etc.) and ensure all requirements are followed.
* Quickly gain a working knowledge of MarWest systems and networks (including Avid, Jenark, ADP, etc.), and assimilate standard operating policies and procedures.
* Proactive inspection of landscape and other common amenities and timely execution of necessary repair and maintenance activities in accordance with our management agreement
* Respond in a timely fashion to owner/tenant requests for maintenance or compliance issues, or architectural change approvals.
* Gather detailed bids for major non-recurring projects, or for requested changes in recurring vendor contracts.
* Strong written communication skills are required, including the ability to create professional emails in a timely manner, draft memos and letters to owners, etc.
* Oversee capital improvement projects at the direction of the Board and in adherence with company policy.
* Monitor the financial position of the association and present financials, budgets, etc. to the Board and clients in order to promote the well being of the association.
* Create and operate within budgets approved by the Board of Directors.
* Assess and monitor property needs: identify opportunities for improved communication or service delivery methods. Implement programs or improvements.
* Must be able to confidently, professionally and clearly run client-facing meetings
* Must have reliable transportation and be able to drive to various associations, etc.
* Other duties as assigned.
Skills & Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
* Strong written and verbal communication skills.
* Must be an "active" listener who can anticipate issues and drive for mutually satisfactory resolutions.
* Working knowledge of Microsoft Applications, especially Word, Excel and Teams.
* Candidate must be able to efficiently work using a computer including various programs
* Service oriented mindset, with multi-tasking abilities and flexible, resilient attitude.
* Must be able to instill confidence in board members and owners by being prepared and knowledgeable.
* Must be able to deal with conflict and work well under pressure
Education & Experience:
* Minimum 2 years experience as a commercial property manager or association manager.
* California Real Estate License a plus
* Bachelor's degree is preferred
Physical Requirements & Working Environment:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Must be able to lift 25 lbs.
* Must be able to sit for extended periods of time.
* Must be able to stand for extended periods of time.
* Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business.
* Must have finger dexterity for typing/using a keyboard.
* Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks in uneven areas.
* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs.
Tools & Equipment Used:
* Valid Driver's License and State Mandated Vehicle Insurance
* Standard Office Equipment
Travel:
* Must be able to drive to various portfolio locations
* Our headquarters are in Irvine; annual celebrations and company events will take place in and around Irvine.
What We Offer:
* Medical, dental, and vision plans (full time and part time 30+ hours)
* Part time 20+ hours qualify for dental and vision
* 401K match
* Time off including vacation, sick, and company paid holidays
* Pet insurance available
* Tuition reimbursement
* Legal services
* Free emotional wellbeing and daily life assistance support for all associates
* Domestic partner coverage
* Health savings account
* Flexible spending account
About Us:
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.
Disclaimer:
The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.
FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.
How much does a portfolio manager earn in Hacienda Heights, CA?
The average portfolio manager in Hacienda Heights, CA earns between $64,000 and $222,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Hacienda Heights, CA
$119,000
What are the biggest employers of Portfolio Managers in Hacienda Heights, CA?
The biggest employers of Portfolio Managers in Hacienda Heights, CA are: