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Industrial Asset Manager
MacDonald & Company 4.1
Portfolio manager job in Indianapolis, IN
Macdonald & Company is pleased to be exclusively retained to find and appoint an industrial asset manager on behalf of a thriving real estate investment firm. The asset manager will either be based inIndianapolis or Dallas.
Key Responsibilities:
Business Plan / Property-Level Reporting
Set annual performance goals - budgeted NOI, gross leasing targets, net CF. Create annual business plan for each asset.
Oversee, review and sign off on annual property-level budgets.
Produce quarterly asset reports summarizing property-level performance, market activity, recent leases, construction activity and property “watch list issues.”
Participate in monthly and quarterly property management operations calls.
Provide strategic decision making as needed (e.g., tenant issues, capital/R&M). Provide quarterly write-up for internal use.
Leasing
Working with 3rd-party brokers negotiating leases, tracking leases and ensuring final execution. Managing internal leasing team if any.
Lease analytics - NER, budget vs actual (in VTS) for every deal. Ensure lender compliance with all leases.
Provide credit analysis of prospective tenants as needed.
Capital / Project Management
Oversee management of capex projects by CM and PM team. Serve as the lead on projects not under PM oversight (e.g., redevelopment, rezoning, etc.).
Tracking all vacant units and MR projects. Ensure that the team is delivering units to meet leasing goals and expectations.
Valuation
Maintain on-going sale and lease comps database for relevant transactions in each property submarket.
Provide inputs (MLA, capital) for quarterly valuations. Review and sign off on final FMV value.
Acquisition
Manage on-boarding plan with property management team. Ensure business plan is proceeding on schedule and tracking UW budget.
Dispositions
Manage disposition process for assets identified for sale.
Participate in the selection of the sales broker. Negotiation of the sales agreements.
PortfolioManagement
Review and sign off on quarterly FMVs.
Direct hold/sell analysis on an on-going basis.
Present quarterly and annual business plans to IC.
Refinance decisions during hold period.
Approve future capital calls.
Quarterly property tours.
Qualifications & Skills:
5-10+ years of asset management experience, preferably in industrial real estate.
Bachelors Degree required, MBA Preferred.
Strong background in leasing, financial analysis, and asset repositioning.
Expertise in negotiation, budgeting, and capital planning.
Ability to collaborate across departments and build strong tenant relationships.
Highly analytical with excellent communication and leadership skills.
Proficiency in financial modeling and lease structuring.
$65k-92k yearly est. 4d ago
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Payments Banking Manager
Accenture 4.7
Portfolio manager job in Carmel, IN
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ******************
In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.
Financial Services Payments Practice
The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include:
Payment Innovation (e.g., digital payments, wallets, etc.)
Card Issuing
Retail Bank Payments
Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments
As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities.
Key Responsibilities:
Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods.
Conduct operating model assessments (people, process, org) and client needs assessments.
Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals
Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements.
Serve as a business architect during client engagements.
Participate in the development of best-in-class, reusable assets.
Participate in business development to originate new client opportunities.
Must be willing to travel up to 80% (Monday - Thursday)
Qualification
Here's What You Need:
* 5+ years of relevant experience in one or more specific payment areas in any of the following payment domains:
o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer
o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments
o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT
o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery
* 5+ years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider.
Preferred Qualifications:
Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models
Successful track record of performing operating model design, business process design, and system functional design.
Experience with vendor platforms enabling seamless delivery of payments products is preferred.
Ability to develop and manage relationships with client management.
Payments industry expertise in alternative/emerging payments
Understanding of end-to-end payments lifecycle
Business Architecture - Applied in solution planning, and requirements definition and analysis
Baseline understanding of the principles of technology
Requirements Analysis
Functional Design
Professional Skills Required:
Proven ability to work independently and as a team member
Proven ability to work creatively and analytically in a problem-solving environment
Excellent leadership, communication (written and oral) and interpersonal skills
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location Annual Salary Range
California $94,400 to $293,800
Cleveland $87,400 to $235,000
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Maryland $94,400 to $253,800
Massachusetts $94,400 to $270,300
Minnesota $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
Locations
$100.5k-270.3k yearly 7d ago
Branch Manager
Morales Group, Inc. 4.0
Portfolio manager job in Indianapolis, IN
About Morales Group:
Morales Group is a nationally recognized Indianapolis based MBE staffing company. We draw upon the unique spirit and ability of a globally diverse workforce to enhance our client's business agility, productivity and competitiveness. We believe we are here for a purpose - building better futures, one story at a time. Being part of our story means making the world better. Learn more: moralesgroup.net
Why Morales Group?
We want you to be part of our mission to build better futures. We believe in the relentless pursuit of growth and development of all our teammates. We show courage by communicating candidly and sharing bold ideas. We work humbly to create an inclusive and trusting community. And we are relentless in our pursuit of being a light to our clients and teammates.
If you are ready to jump on board with a high growth organization, Morales Group is the place for you. Join our globally diverse culture filled with deep camaraderie and passion for a bolder future. We need hungry, humble and people-smart leaders to help pave the way.
The Position:
The Branch Manager at Morales Group plays a key role in the success of our organization. The branch manager will supervise a staff as well as oversee the operations of their specified branch. They will also be responsible for the onboarding of new and at-risk clients to ensure that clients are continually moving towards an integrated use of the organization product lines and services. This position also will ensure the quality for services provided to our new and existing customer base. This Position will interact with recruiting, client services, payroll, sales and managementin the performance of daily responsibilities.
The Duties:
Manage multiple projects while continually identifying barriers to implementation & productivity.
Monitor and report on client metrics to continuously ensure satisfaction and partnership success.
Assist in client assignments and allocating human capital resources.
Identify process improvement opportunities and facilitate focus groups to address and implement changes.
Assist with goal setting and performance evaluations of operations team.
Monitor projects and/or staffing solutions to ensure that they efficiently and effectively provide needed services while staying within budgetary limits.
Be able to provide cost analysis on all current and past jobs.
Collaborate with the Executive Team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the rapid growth objectives
Responsible for total management of assigned territory to include, but not limited to: order fill ratio, client satisfaction, accurate payroll execution within teams, profitable sales growth of clients/territory, safety programs for effective risk management, associate development, expense control, continuous improvement of gross margins, increased profitability, and P & L management
Works closely with team on any workplace injuries that occur; ensuring team follows injury reporting process.
Actively works with safety team on light duty accommodations.
Attend and participate in monthly safety committee meetings.
Sales/Business Development:
Assist the client service/sales team on calls to current/future clients to develop a relationship with the current/future companies.
Assist the client service/sales team on calls to current/future clients to penetrate deeper into their organization with contacts and product offerings.
Ensure client satisfaction of key accounts through implementation of Quarterly Business Reviews
Resolve issues with at risk client(s) dissatisfaction and negotiate solutions that meet the at-risk client(s) needs.
Facilitate new on-site start-ups or entry into new markets.
Responsible for driving the company to achieve and surpass profitability, cash flow, and business goals/objectives.
Travel to customer sites, prospective customer sites, training and meetings as required.
Responsible for New client folders, safety tours, and safety programs within assigned territory.
Supervision:
Provide regular updates and work closely with Director of Operations and leadership to improve overall deployment of our organization products and services
Provided day-to day leadership and management that reflect the mission and core value of the company
Supervise and coordinate activities assigned by the Director of Operations
Provide solutions to both internal and external workflows to resolve issues that arise
Consistently attract, interview and recommend the employment of applicants for internal positions to retain a highly competent and qualified operations team
Responsible for the measurements and effectiveness of all processes, internal and external
Provide timely, accurate, and complete reports on the operating condition of the company
Assess team members strengths/weaknesses and utilization to assigned tasks, responsibilities, and accountabilities
Manage staff, preparing work schedules and assigning specific duties
Maintains good communication/working relationships with all departments in the organization
Reports all hazardous conditions/equipment to his/her manager immediately
Fulfills job responsibilities in accordance with the standards set out in the organization's “Code of Business Conduct”
Motivate and lead a high-performance team of managers and staff; attract, recruit, and retain associates and facilitate management career development program.
Foster a success-oriented, accountable, and ethical environment within the company
The Qualities:
Knowledge of other languages is helpful but not required.
Previous experience leading a high performing team, preferably in staffing.
Ability to coach, mentor and develop direct reports.
Strong communication skills and with great active listening skills.
Ability to be accurate, concise, and detail oriented.
Lives our core values daily of being humble, being courageous and being a light.
Knowledge of Department of Labor Laws both Federal/State specific preferred
High School and Higher Education preferred
Morales Group Benefits:
Health insurance - Medical, vision, dental and life insurance plans available.
Disability Insurance - Short-term and long-term coverage.
Paid Baby Bonding Time - because family is important.
Competitive PTO (Paid Time Off)
401k Plan - for saving for the future.
Professional Development - From our Udemy partnership to monthly workshops to continuing education tuition reimbursement program - we believe in developing our team.
A culture of Giving Back - Paid Volunteer Hours
Passport Program - we want to keep the team engaged in the culture we have built.
What we value:
Be Humble
Show up with no Ego and serve others.
Be Courageous
Be willing to step out for what is right and use your voice.
Be a light
Shine bright when there is darkness.
Be Gritty
Stay hungry, overcome challenges, produce results
Morales Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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.
**ServiceNow Consulting Manager -** **Strategic PortfolioManagement (SPM)**
In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around.
**The opportunity**
You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career.
In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements.
**Your key responsibilities**
As a Managerin Technology Analysis, you will play a pivotal role inmanaging and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs.
+ Lead workstream delivery and ensure effective management of processes and solutions.
+ Track deliverable completion and project status, ensuring alignment with performance objectives.
+ Actively participate in client working sessions, leading workstreams from planning through execution and closure.
**Skills and attributes for success**
Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project PortfolioManagement, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation.
+ Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases
+ Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers)
+ Ability to build and foster client relationships and demonstrate the value of EY services
+ Excellent business acumen with the ability to make fact-based decisions and resolve conflicts
+ Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation
+ Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps
+ Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources
+ Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs
+ Ability to support pre-sales efforts including creating proposals and estimates
+ Ability to create high quality deliverables and project artifacts
**To qualify for the role, you must have**
+ A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline
+ Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience
+ ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD)
+ ServiceNow Certified Implementation Specialist - Strategic PortfolioManagement
+ 5+ years of Big 4 or equivalent consulting experience
+ Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization
+ Experience leading teams and supervising others
+ A driver's license valid in the U.S.
+ Ability to travel to meet client needs
**Ideally, you'll also have**
+ ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA)
+ ServiceNow Certified Implementation Specialist - ITSM or Data Foundations
+ Performance analytics and reporting experience - certifications are a plus
+ Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower)
**What we look for**
We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation.
**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 .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. 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.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**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 ************************** .
$171.2k-297.2k yearly 33d ago
Portfolio Manager
Crowe 4.7
Portfolio manager job in Indianapolis, IN
Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
The PortfolioManager leads enterprise strategic planning and portfoliomanagement for the organization, reporting to the Deputy CFO. In this capacity, there is tight collaboration with leaders across the firm. This role uses ServiceNow Strategic PortfolioManagement (SPM), specifically the Strategic Planning Workspace, to run the planning cadence, score and prioritize potential investments, and keep business-unit portfolios healthy and transparent. You'll facilitate decision forums and scenario planning, and coach business unit portfolio leads so data quality and governance stay tight. The mandate: raise the standard of planning rigor and visibility so leaders can consistently make faster, better, value-aligned decisions.
Responsibilities:
Run the quarterly portfolio planning cadence, tie proposals and funding decisions to strategy.
Define and evolve scoring models, business case templates, and prioritization criteria; facilitate scoring workshops and steering forums.
Build and maintain executive dashboards (roadmaps, capacity, cost/benefit, health/risks, benefits realization) for leadership visibility.
Coach business-unit portfolio leads on intake, backlogs, dependencies, and data quality within ServiceNow.
Oversee intake/triage of new demand across business units; ensure clear problem statements, value hypotheses, costs, and benefits before prioritization.
Partner with Finance, HR, Strategic Growth Office, Firm Risk Management, and Technology to align funding models, cost tracking, and workforce planning to portfolio priorities.
Establish governance standards (stage gates, RACI, definitions, update SLAs) and monitor adherence; remediate data quality issues.
Track portfolio outcomes and benefits; report variances vs. plan and drive corrective actions.
Lead change management and training to drive consistent SPM adoption across stakeholders.
Continuously improve processes by benchmarking best practices and adopting relevant ServiceNow releases.
Collaborate with Technology to configure/administer ServiceNow SPM (Strategic Planning Workspace + Demand, Project/Portfolio, Resource, Financials).
Support audits/controls around investment decisions and portfolio governance.
#LI-Remote #LI-SAW
Qualifications:
Bachelor's in Business, Information Systems, Engineering, or related field required; advanced degree is a plus.
7-10 years inportfoliomanagement, PMO, or strategic planning; hands-on running of enterprise planning cycles and governance.
3+ years with ServiceNow SPM, including Strategic Planning Workspace; familiarity with Demand, Project/Portfolio, Resource, and Financials modules.
Proven ability to design/operate scoring models, business cases, and prioritization frameworks tied to measurable outcomes.
Strong analytical and financial acumen (ROI, NPV, cost/benefit, capacity/throughput); advanced Excel; BI tools (Power BI/Tableau) preferred.
Excellent facilitation and executive communication; able to influence without direct authority.
Change management and training experience to drive tool/process adoption.
Certifications preferred: ServiceNow CSA and CIS-SPM/PPM; PMI PfMP or PMP; SAFe Lean PortfolioManagement (LPM).
Experience in professional services/consulting or multi-business-unit environments is advantageous.
Ability to travel for planning events and stakeholder workshops.
We appreciate talent from all over the United States and are willing to consider candidates who may not be located near a Crowe office location for this role/opening.
We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
The application deadline for this role is 02/28/2026.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $87,200.00 - $179,500.00 per year.
Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
$87.2k-179.5k yearly Auto-Apply 8d ago
Portfolio Manager
Bank of Montreal
Portfolio manager job in Indianapolis, IN
Application Deadline:
02/26/2026
Address:
135 N Pennsylvania Street
Job Family Group:
Commercial Sales & Service
This is a hybrid role out of Indianapolis where the PortfolioManager will facilitate decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
Credit Decisioning & Risk Management
Make credit decisions and recommendations based on sound principles and bank policies.
Analyze financial data and assess risk for new, renewal, and extension loans.
Minimize risk exposure by adhering to internal credit policies.
Client Relationship & Advisory
Act as a trusted advisor to clients and internal stakeholders.
Ensure high-quality client experience through expert troubleshooting and escalation support.
Coordinate with clients, attorneys, and closing departments as needed.
Strategic Analysis & Reporting
Conduct independent analysis to resolve strategic issues.
Develop financial models and analytical tools for client capital structure evaluation.
Produce regular and ad-hoc reports and dashboards.
Business Development & Deal Structuring
Lead or support lending proposals and pitches to clients.
Negotiate transactions and provide deal structuring expertise.
Leadership & Collaboration
May oversee workflow of other analysts.
Collaborate across teams to align tasks with departmental goals.
Influence and negotiate to achieve business objectives.
About the role
Establishes cross-selling initiatives to increase penetration with client.
Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
May coordinate closing with closing department, clients and attorneys.
Serves as a daily escalation resource to ensure client expectations are met or exceeded.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Recommends and implements solutions based on analysis of issues and implications for the business.
Conducts independent analysis and assessment to resolve strategic issues.
Helps determine business priorities and best sequence for execution of business/group strategy.
Acts as the prime subject matter expert for internal/external stakeholders.
Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
Designs and produces regular and ad-hoc reports, and dashboards.
Maintains current on financing trends in target clients' markets, and communicate same to team members.
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Oversees preparation of concise, well reasoned credit correspondence.
Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
Negotiates transactions with clients and provides deal structuring expertise.
Oversees documentation and ongoing monitoring of asset and client performance.
May manage work flow of other analysts by aligning tasks with departmental goals and objectives.
Provides accurate financial analysis and risk assessment of new and existing customers.
Partners with internal stakeholders for accurate, detailed client information.
Develops credit information to make lending decisions on new, renewal and extension loans.
Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
Prepares summary, present facts and offer opinions concerning credit worthiness.
Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
Provides input into the planning and implementation of operational programs.
Builds effective relationships with internal/external stakeholders.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$88.8k-165.6k yearly Auto-Apply 60d+ ago
Commercial Portfolio Manager
Angott Search Group
Portfolio manager job in Indianapolis, IN
Angott Search Group is proud to partner with a leading financial institution in the search for a Commercial PortfolioManager.
This role focuses on underwriting, credit monitoring, and portfoliomanagement within the Commercial & Industrial (C&I) space, with exposure to dealer floorplan finance. The ideal candidate will bring strong commercial credit expertise and a proactive approach to portfolio risk management.
Key Responsibilities:
Manage credit quality and risk across a portfolio of dealer floorplan and C&I accounts.
Analyze financial statements, tax returns, and dealer-provided data to assess creditworthiness.
Monitor portfolio performance, identify trends or irregularities, and recommend risk mitigation strategies.
Ensure dealer compliance with credit agreements and company policies.
Partner with internal teams on loan renewals, new documentation, and process improvements.
Provide insights on industry and portfolio trends to leadership.
Qualifications:
Bachelor's degree in Business, Finance, or related field preferred.
3+ years of commercial credit or portfoliomanagement experience.
5+ years in automotive or dealer finance, with strong knowledge of floorplan lending.
Strong financial analysis, communication, and decision-making skills.
Proficiency with Microsoft Office and credit analysis tools.
$66k-122k yearly est. 60d+ ago
Commercial Portfolio Manager
Mrispokane
Portfolio manager job in Indianapolis, IN
Job Description
Vice President, Senior PortfolioManager - Commercial / Business Banking
On-site
About the Role
A well-established, growth-oriented bank in the Indianapolis metro area is seeking a Vice President, Senior PortfolioManager to support and oversee a commercial loan portfolio while contributing to broader portfolio risk management and credit quality initiatives.
This role sits within a hands-on, start-to-finish portfoliomanagement model, where senior portfoliomanagers are actively involved in underwriting support, monitoring, and ongoing relationship oversight. The position is highly visible and plays an important role in supporting credit quality, risk management, and internal reporting.
Key Responsibilities
Provide ongoing monitoring, oversight, and risk management of a commercial loan portfolio.
Develop and maintain consistent credit analysis and underwriting processes for new requests, renewals, and modifications.
Ensure timely completion of annual reviews, covenant testing, financial analysis, and portfolio reporting.
Monitor delinquency trends, upcoming maturities, documentation exceptions, and overall portfolio health.
Partner closely with Relationship Managers on new opportunities by reviewing financials, assessing cash flow, and supporting deal structuring.
Serve as a secondary or alternate point of contact for assigned customer relationships.
Coordinate and prepare portfolio reporting for senior management.
Assist with regulatory exams, loan reviews, and internal audits, including preparation of draft responses.
Perform quality control reviews to ensure loans are properly booked and documented in accordance with approvals.
Maintain organized, audit-ready credit and documentation files.
Support process improvement initiatives and perform other duties as assigned by leadership.
Team Environment
Collaborative PM/RM structure within the commercial banking group.
PortfolioManagers operate in a true end-to-end role, managing both credit and portfolio responsibilities.
This role reports directly to senior portfoliomanagement leadership.
Qualifications
10+ years of experience in commercial banking, portfoliomanagement, and/or credit underwriting.
Strong understanding of financial statements, cash flow analysis, covenant monitoring, and credit risk management.
Proven ability to manage commercial loan portfolios independently.
Experience with C&I and/or SBA-supported lending preferred.
Highly organized with strong attention to detail.
Excellent written and verbal communication skills.
Ability to work effectively in a collaborative, team-based environment.
$66k-122k yearly est. 21d ago
C&I Portfolio Manager
Northwest Bancorp, Inc. 4.8
Portfolio manager job in Fishers, IN
The Commercial PortfolioManager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan agreements, and applicable banking regulations. This individual contributor position interacts closely with and supports Commercial Banking Relationship Managers, as well as other internal personnel, on commercial credit portfolio monitoring working under limited supervision.
Essential Functions
* Monitor credit performance of individual commercial borrowers ensuring timely escalation or remediation, as appropriate.
* Responsible for the timeliness and accurate reporting of the commercial portfolio monitoring activities and adherence to credit policies, procedures and thresholds related to financial statement collection, covenant testing, collateral valuation, annual reviews, and delinquencies. Evaluation of risk associated with non-compliance.
* Engage with customers, regularly, to discuss operating performance and business results including covenant compliance. Gain a thorough understanding of the borrowers' business model and industry trends to effectively evaluate sources of repayment and accurately assign risk rating.
* Collect and review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, industry research and peer data. Determine the need for more thorough investigation or additional information.
* Spread financial statements and prepare financial models designed to assess probability of default and loss given default. Document historic and proforma cash flows, covenant calculations, sensitivity analysis, guarantor statement review, and collateral valuation as appropriate.
* Analyze financial information and related materials to ensure prudent ongoing credit monitoring for the Bank's commercial loan portfolio. Analyses to include an independent credit quality assessment with well-supported risk rating rationale, identification of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues. Identify emerging risks or material changes in customers financial position, including evaluation of compliance with loan agreements.
* Assist in completion of annual reviews, renewals, interim update memos, covenant calculations and criticized asset reviews. Monitor early warning indicators and other forms of credit surveillance.
* Present analysis or address questions during credit discussions or presentations.
* Liaison between Commercial Banking Relationship Managers, Credit Risk, the Underwriting Team and Special Assets to ensure necessary credit approvals are obtained and appropriately documented and loan operating system reflects accurate commercial loan data.
* Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds.
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
* Complete other duties and special projects as requested by management
Education and Experience preferred
* Bachelor's degree in finance, accounting, business, economics or related
* 3-5 years of relevant experience in Commercial Lending as a PortfolioManager, Relationship Manager and/or Credit Officer/Underwriter working with moderate to complex loans and documentation
* 3-5 years of experience in Commercial Credit or public accounting
This position will be performed onsite Monday - Thursday with Friday an optional work from home day.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$109k-189k yearly est. Auto-Apply 60d+ ago
Portfolio Manager
BMO Harris Bank 4.1
Portfolio manager job in Indianapolis, IN
Application Deadline:
02/26/2026
Address:
135 N Pennsylvania Street
Job Family Group:
Commercial Sales & Service
This is a hybrid role out of Indianapolis where the PortfolioManager will facilitate decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
Credit Decisioning & Risk Management
Make credit decisions and recommendations based on sound principles and bank policies.
Analyze financial data and assess risk for new, renewal, and extension loans.
Minimize risk exposure by adhering to internal credit policies.
Client Relationship & Advisory
Act as a trusted advisor to clients and internal stakeholders.
Ensure high-quality client experience through expert troubleshooting and escalation support.
Coordinate with clients, attorneys, and closing departments as needed.
Strategic Analysis & Reporting
Conduct independent analysis to resolve strategic issues.
Develop financial models and analytical tools for client capital structure evaluation.
Produce regular and ad-hoc reports and dashboards.
Business Development & Deal Structuring
Lead or support lending proposals and pitches to clients.
Negotiate transactions and provide deal structuring expertise.
Leadership & Collaboration
May oversee workflow of other analysts.
Collaborate across teams to align tasks with departmental goals.
Influence and negotiate to achieve business objectives.
About the role
Establishes cross-selling initiatives to increase penetration with client.
Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
May coordinate closing with closing department, clients and attorneys.
Serves as a daily escalation resource to ensure client expectations are met or exceeded.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Recommends and implements solutions based on analysis of issues and implications for the business.
Conducts independent analysis and assessment to resolve strategic issues.
Helps determine business priorities and best sequence for execution of business/group strategy.
Acts as the prime subject matter expert for internal/external stakeholders.
Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
Designs and produces regular and ad-hoc reports, and dashboards.
Maintains current on financing trends in target clients' markets, and communicate same to team members.
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Oversees preparation of concise, well reasoned credit correspondence.
Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
Negotiates transactions with clients and provides deal structuring expertise.
Oversees documentation and ongoing monitoring of asset and client performance.
May manage work flow of other analysts by aligning tasks with departmental goals and objectives.
Provides accurate financial analysis and risk assessment of new and existing customers.
Partners with internal stakeholders for accurate, detailed client information.
Develops credit information to make lending decisions on new, renewal and extension loans.
Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
Prepares summary, present facts and offer opinions concerning credit worthiness.
Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
Provides input into the planning and implementation of operational programs.
Builds effective relationships with internal/external stakeholders.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$88.8k-165.6k yearly Auto-Apply 19d ago
Portfolio Manager
BMO Financial Group 4.7
Portfolio manager job in Indianapolis, IN
This is a hybrid role out of Indianapolis where the PortfolioManager will facilitate decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
**Credit Decisioning & Risk Management**
+ Make credit decisions and recommendations based on sound principles and bank policies.
+ Analyze financial data and assess risk for new, renewal, and extension loans.
+ Minimize risk exposure by adhering to internal credit policies.
**Client Relationship & Advisory**
+ Act as a trusted advisor to clients and internal stakeholders.
+ Ensure high-quality client experience through expert troubleshooting and escalation support.
+ Coordinate with clients, attorneys, and closing departments as needed.
**Strategic Analysis & Reporting**
+ Conduct independent analysis to resolve strategic issues.
+ Develop financial models and analytical tools for client capital structure evaluation.
+ Produce regular and ad-hoc reports and dashboards.
**Business Development & Deal Structuring**
+ Lead or support lending proposals and pitches to clients.
+ Negotiate transactions and provide deal structuring expertise.
**Leadership & Collaboration**
+ May oversee workflow of other analysts.
+ Collaborate across teams to align tasks with departmental goals.
+ Influence and negotiate to achieve business objectives.
**About the role**
+ Establishes cross-selling initiatives to increase penetration with client.
+ Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
+ May coordinate closing with closing department, clients and attorneys.
+ Serves as a daily escalation resource to ensure client expectations are met or exceeded.
+ Acts as a trusted advisor to assigned business/group.
+ Influences and negotiates to achieve business objectives.
+ Recommends and implements solutions based on analysis of issues and implications for the business.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Helps determine business priorities and best sequence for execution of business/group strategy.
+ Acts as the prime subject matter expert for internal/external stakeholders.
+ Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
+ Designs and produces regular and ad-hoc reports, and dashboards.
+ Maintains current on financing trends in target clients' markets, and communicate same to team members.
+ Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
+ Oversees preparation of concise, well reasoned credit correspondence.
+ Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
+ Negotiates transactions with clients and provides deal structuring expertise.
+ Oversees documentation and ongoing monitoring of asset and client performance.
+ May manage work flow of other analysts by aligning tasks with departmental goals and objectives.
+ Provides accurate financial analysis and risk assessment of new and existing customers.
+ Partners with internal stakeholders for accurate, detailed client information.
+ Develops credit information to make lending decisions on new, renewal and extension loans.
+ Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
+ Prepares summary, present facts and offer opinions concerning credit worthiness.
+ Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
+ Provides input into the planning and implementation of operational programs.
+ Builds effective relationships with internal/external stakeholders.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$88,800.00 - $165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
**Financial Accounting Senior** **Location:** This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The **Financial Accounting Senior** will be responsible for providing technical leadership and setting the strategic direction of projects.
**How you will make an impact:**
+ Oversee the accounting, reporting, and analysis for the company's investment portfolio across assigned legal entities, ensuring accuracy and compliance with GAAP and Statutory requirements.
+ Lead the accounting and reporting processes for Joint Ventures and Strategic Investments, including equity method accounting, valuation assessments, and consolidation analysis.
+ Administer and maintain the Clearwater LPx investment accounting system, ensuring data integrity, timely reconciliations, and accurate financial reporting outputs.
+ Prepare and review journal entries, account reconciliations, and investment-related financial reports to support month-end, quarter-end, and year-end close processes.
+ Research complex accounting issues related to investments, derivatives, and partnership structures; prepare technical position memos to document conclusions and support policy decisions.
+ Partner with Finance leadership to interpret results, identify trends, and provide insights that inform investment strategy and performance reporting.
+ Drive process improvement initiatives to enhance accuracy, automation, and efficiency within investment and joint venture accounting operations.
+ Mentor, train, and guide junior accountants on investment accounting practices, systems, and reporting methodologies.
**Minimum Requirements:**
Requires BA/BS in Accounting or Finance, or related field and a minimum of 5 years' experience in general accounting, finance or budgeting and planning in a large for-profit organization; or any combination of education and experience, which would provide an equivalent background.
**Preferred Skills, Capabilities, and Experiences:**
+ CPA preferred.
+ Degree in Accounting strongly preferred.
+ Experience with Hyperion/Essbase preferred.
+ Intermediate Excel experience preferred.
+ Demonstrated ability to interpret technical accounting guidance.
+ Experience with Clearwater or similar investment reporting platforms.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
$70k-119k yearly est. 4d ago
Asset Manager
Gray Capital
Portfolio manager job in Indianapolis, IN
Gray Capital is looking for an Asset Manager. This position is responsible for managing and optimizing Gray Capital's portfolio of multifamily real estate assets. Key responsibilities include overseeing asset performance, spearheading the budgeting process, and collaborating with internal and external stakeholders to achieve investment objectives. This role requires strong analytical skills, attention to detail, and effective communication.
Key Responsibilities
Asset Performance Management
Monitor property-level financials, including operating statements, rent rolls, and variance reports, to ensure performance aligns with business plans.
Develop and track asset-specific strategies, including business development, capital improvements, and value-add initiatives.
Spearhead the annual budgeting process, working with property management to finalize operating and capital budgets.
Track performance against budgets, review variance analyses, and recommend actionable strategies for improvement.
Stakeholder Collaboration
Serve as communication link between property management, lenders, investor servicing and senior leadership.
Prepare and present asset performance reports, budgets, and business plans to investors and other stakeholders.
Data Analysis and Strategic Support
Conduct market research to identify trends and risks impacting portfolio performance.
Build and maintain financial models for forecasting, budgeting, and evaluating capital expenditures.
Support acquisition, refinancing, disposition, and rehabilitation efforts with detailed financial and market analyses and due diligence review.
Qualifications
Bachelor's degree preferred. An Associate's degree, high school diploma or GED from an accredited institution accepted with 6 to 10 years of relevant professional work experience
6-10 years of experience in real estate asset management, acquisitions, or a related role.
Strong proficiency in financial modeling & analytics in Excel, and property management software (RealPage preferred).
Excellent communication and interpersonal skills, with the ability to collaborate across teams.
Ability to manage multiple projects and stakeholders simultaneously.
Problem-solving mindset, with a systematic approach to challenges.
Solutions-oriented and adept at using and learning new software and technologies.
Other Functions
Must be willing to travel and visit properties (less than 25%).
Other duties as assigned.
This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfoliomanagement activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following:
**Duties & Responsibilities**
+ Partner with loan officers to effectively administer the management of assigned commercial banking relationships.
+ Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request.
+ Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.
+ Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.
+ Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times.
+ File all required reports and resolve all related issues in a timely and efficient manner.
+ Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required
+ Other duties as assigned.
**Knowledge & Skills**
MINIMUM:
+ Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors.
+ Demonstrates excellent communication skills (verbal & written)
+ Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
+ Demonstrates strong level of understanding of credit underwriting
+ Demonstrates strong knowledge of bank products, services, and bank operations
+ Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
+ Demonstrates strong analytical skills
+ Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
+ Demonstrates strong proficiency in Word, Excel, PowerPoint
+ Demonstrates knowledge of commercial lending software
PREFERRED:
+ Ability to prospect and network at various levels within a company
**Requirements**
MINIMUM:
+ Bachelor's degree in business, Accounting, Finance or related fields
+ 5 years commercial banking experience including credit underwriting
+ Current valid driver's license
PREFERRED:
+ 8 years commercial banking experience including credit underwriting
**Compensation Range:**
$69,920.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$50k-70k yearly est. 60d+ ago
Media Asset Manager
Indianapolis Colts 4.3
Portfolio manager job in Indianapolis, IN
In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen.
The Indianapolis Colts are seeking a highly organized and detail-oriented Media Asset Manager to oversee the ingestion, organization, tagging, and long-term management of video files and digital assets within the team's Media Asset Management (MAM) and Digital Asset Management (DAM) systems.
This role will work closely with the Director of Colts Productions, Senior Creative Producer, and the broader production and creative teams to ensure all video content-both current and archival-is properly cataloged, quality checked, and easily accessible. The Media Asset Manager will also play a key role in fulfilling footage requests for internal departments and external partners, including broadcast networks and the NFL.
HIRING MANAGER
Director of Colts Productions
GENERAL RESPONSIBILITIES
Spearhead the design, implementation, and enhancement of the Colts' MAM/DAM systems, focusing on ingestion pipelines, metadata structures, permissions frameworks, and long-term archival strategies
Create and refine the ingest workflow for video, ensuring accuracy, proper metadata tagging, and the seamless availability of assets for the production team
Own the project organizational asset deployment best practices along with the Director of Colts Productions
Coordinate with the marketing and PR teams to ensure that all internal and external footage requests are handled promptly for stakeholders such as television networks, players, league offices, and corporate partners
Lead and collaborate closely with the production team to organize footage from games, practices, interviews, features, and events
Evaluate existing post-production and media management processes, identifying bottlenecks, and drive improvements across ingest, editorial, review, and archival workflows
Collaborate with IT, external vendors, and the production team to determine the requirements for new tools, integrations, storage solutions, and infrastructure enhancements
Establish and enforce standards for ingestion, naming conventions, delivery specifications, editorial handoff workflows, and archival consistency
Perform quality control checks on video files to ensure technical and editorial standards are met
Function as the Digital Imaging Technician for major shoots, ensuring all footage captured during Colts games, in-studio sessions, and creative shoots throughout the year is properly ingested and organized
Stay up to date on industry trends in media pipelines, AI metadata extraction, cloud-based workflows, storage architectures, and remote review tools
QUALIFICATIONS
Bachelor's degree in Digital Media, Film, Computer Science, Engineering, or relevant professional experience
3+ years of experience in media asset management, post-production operations, or media systems engineering
Demonstrated experience in developing workflows for MAM/DAM systems (Iconik experience strongly preferred), including designing metadata models, creating ingestion workflows, and implementing automation frameworks
Strong understanding of video formats, codecs, color pipelines, transcoding workflows, and file-based media standards
Proficient in Adobe Creative Suite, particularly Premiere, After Effects, and Media Encoder
Outstanding organizational skills, keen attention to detail, and the ability to juggle multiple projects simultaneously
Familiarity with football terminology, NFL rules, and gameplay
Ability to manage multiple projects in a fast-paced, deadline-driven environment
Excellent communication, time management, and problem-solving skills
Flexibility to work nights, weekends, and game days as needed
Passion for storytelling, football, and elevating the fan experience
WORKING RELATIONSHIPS
Reports directly to the Director of Colts Productions
Works closely with other producers, editors, and creatives across Colts Productions
Collaborates regularly with departments including Social Media, Audio, Game Presentation, Graphic Design, and Photography
Responsibilities and qualifications may change at any time with or without notice.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$56k-59k yearly est. 9d ago
Manager, State & Local Income Tax - Asset Management
KPMG 4.8
Portfolio manager job in Indianapolis, IN
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice.
Responsibilities:
* Participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate)
* Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience
* Review tax calculations and information presented on state income tax returns
* Build and manage client relationships, and supervise, mentor, and develop staff
Qualifications:
* Minimum five years of recent experience preparing and/or reviewing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues
* Bachelor's degree from an accredited college or university; licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
* Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts
* Able to foster relationships both internally as well as with clients
* Strong ability and desire to perform in a high-energy team environment
* Exceptional writing, communication, project and team management and tax research skills
KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
***********************************************************************
KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$51k-70k yearly est. 60d+ ago
Senior Portfolio Manager
Northwest Bancorp, Inc. 4.8
Portfolio manager job in Muncie, IN
The Senior PortfolioManager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated strategies from the Chief Investment Officer, and executing investment decisions for the assigned investment portfolios.
Essential Functions
* Meet with clients to discuss investment strategy
* Recommend portfolio changes and review investment performance
* Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments
* Monitor the financial condition of the securities which are held in investment portfolios
* Keep informed of market trends and analyzing the effect of these trends on the investment portfolios
* Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner
* Serve as a member on Trust Investment Committee
* Manage bond and equity investments for individual trust and advisory clients
* Maximize investment returns commensurate with acceptable level of risk
* Keep informed on security markets
* Research to arrive at prudent / timely investment decisions
* Initiate action for purchase and sale of securities
* Develop client investment objectives with input from administrators and clients
* Provide investment advice and guidance
* Keep informed of legal and tax consequences of decisions / strategies
* Develop investment strategy communication for clients and prospects
* Initiate and author client correspondence
* Communicate investment related information as appropriate
* Ensure compliance with Trust policies and procedures
* Schedule and conduct client meetings on periodic basis
* Conduct regular investment reviews as required
* Review financial/investment markets daily
* Coordinate customer documentation and agreements
* Ensure total document and data integrity
* Manage personal workload/work flow
* Assist with setting personal goals and targets
* Cultivate potential referrals from existing accounts
* Analyze accurate customer needs
* Recommend investment / trust alternatives
* Perform presentations / meetings with prospects
* Finalize new agreements with customers
* Coordinate and prepare information for RFP requests
* Cross selling other Northwest products and services
* Recommend improvements to procedures
* Maximize technology tools available
* Assure accurate information passed to Trust Operations
* Oversee system coding on individual accounts
* Minimize departmental nonpayroll costs
* Adhere to stated Trust department fee schedules
* Minimize non standard fee schedules
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree business / finance / related
Work Experience
8 - 12 years investment experience within a trust department, RIA
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Ability to analyze financial data
Knowledge of economics and markets
Client relationship management skills
Licenses and Certifications
CFA, CFP, CIMA
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Financial Accounting Senior Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Financial Accounting Senior will be responsible for providing technical leadership and setting the strategic direction of projects.
How you will make an impact:
* Oversee the accounting, reporting, and analysis for the company's investment portfolio across assigned legal entities, ensuring accuracy and compliance with GAAP and Statutory requirements.
* Lead the accounting and reporting processes for Joint Ventures and Strategic Investments, including equity method accounting, valuation assessments, and consolidation analysis.
* Administer and maintain the Clearwater LPx investment accounting system, ensuring data integrity, timely reconciliations, and accurate financial reporting outputs.
* Prepare and review journal entries, account reconciliations, and investment-related financial reports to support month-end, quarter-end, and year-end close processes.
* Research complex accounting issues related to investments, derivatives, and partnership structures; prepare technical position memos to document conclusions and support policy decisions.
* Partner with Finance leadership to interpret results, identify trends, and provide insights that inform investment strategy and performance reporting.
* Drive process improvement initiatives to enhance accuracy, automation, and efficiency within investment and joint venture accounting operations.
* Mentor, train, and guide junior accountants on investment accounting practices, systems, and reporting methodologies.
Minimum Requirements:
Requires BA/BS in Accounting or Finance, or related field and a minimum of 5 years' experience in general accounting, finance or budgeting and planning in a large for-profit organization; or any combination of education and experience, which would provide an equivalent background.
Preferred Skills, Capabilities, and Experiences:
* CPA preferred.
* Degree in Accounting strongly preferred.
* Experience with Hyperion/Essbase preferred.
* Intermediate Excel experience preferred.
* Demonstrated ability to interpret technical accounting guidance.
* Experience with Clearwater or similar investment reporting platforms.
Job Level:
Non-Management Exempt
Workshift:
1st Shift (United States of America)
Job Family:
AFA > Accounting
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
$70k-119k yearly est. 5d ago
Content Digital Asset Management Manager (DAM)
Accenture 4.7
Portfolio manager job in Carmel, IN
We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: **********************
You are:
A manager with deep experience in Digital Asset Management (DAM) to lead client engagements and guide our clients through improving how they store, govern, and activate digital assets. This role blends consulting, project leadership, requirements definition, and hands-on DAM expertise.
Responsibilities:
Client & Project Leadership
* Lead DAM engagements from discovery through implementation and rollout.
* Run workshops to understand client challenges, content workflows, and current pain points.
* Translate business needs into clear requirements and recommendations.
* Present solutions and progress updates to senior stakeholders.
* Manage timelines, risks, deliverables, and multi-disciplinary project teams.
DAM Strategy & Implementation
* Define requirements for metadata, taxonomy, asset types, permissions, and workflows.
* Develop content lifecycle processes (ingestion, review, approval, archive).
* Build governance guidelines and future-state operating models.
* Partner with DAM vendors and internal technical teams during configuration and deployment.
* Oversee asset migration planning, mapping, and quality checks.
Platform Knowledge
* Experience with major DAM platforms: Adobe AEM Assets (preferred), Bynder, Aprimo, Acquia DAM (Widen)
* Ability to compare platforms and recommend the best fit is a plus.
Taxonomy, Metadata & Governance
* Create taxonomy structures aligned to client brands, products, audiences, campaigns, and usage rights.
* Develop metadata frameworks and controlled vocabularies.
* Set up governance models to ensure long-term consistency and adoption.
Integrations & Technical Understanding
* Understand how DAM connects with CMS, PIM, CRM, MRM, ecommerce, and creative tools.
* Work with architects and developers on integration patterns, APIs, and connectors.
* Ensure integrations meet business and workflow needs.
AI & Automation (a plus)
* Stay current on AI/ML capabilities for auto-tagging and content classification.
* Advise clients on when and how to leverage AI for improved search, tagging, and asset management.
* Help define tagging confidence thresholds and related governance.
Qualification
Basic Qualifications:
* 7+ years experience in Digital Asset Management, content operations, and marketing technology, including:
* Strong background in taxonomy, metadata modeling, and governance.
* Hands-on experience with one or more of AEM Assets, Bynder, Aprimo, Acquia DAM.
Preferred Qualifications:
* Proven ability to lead complex projects and facilitate executive-level conversations.
* Solid understanding of integrations and content workflows.
* Experience with AI-driven tagging or similar technologies is a plus.
* Consulting experience preferred.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location Annual Salary Range
California $94,400 to $266,300
Cleveland $87,400 to $213,000
Colorado $94,400 to $230,000
District of Columbia $100,500 to $245,000
Illinois $87,400 to $230,000
Maryland $94,400 to $230,000
Massachusetts $94,400 to $245,000
Minnesota $94,400 to $230,000
New York/New Jersey $87,400 to $266,300
Washington $100,500 to $245,000
Locations
$77k-102k yearly est. 3d ago
Media Asset Manager
Indianapolis Colts 4.3
Portfolio manager job in Indianapolis, IN
The Indianapolis Colts are seeking a highly organized and detail-oriented Media Asset Manager to oversee the ingestion, organization, tagging, and long-term management of video files and digital assets within the team's Media Asset Management (MAM) and Digital Asset Management (DAM) systems.
This role will work closely with the Director of Colts Productions, Senior Creative Producer, and the broader production and creative teams to ensure all video content-both current and archival-is properly cataloged, quality checked, and easily accessible. The Media Asset Manager will also play a key role in fulfilling footage requests for internal departments and external partners, including broadcast networks and the NFL.
HIRING MANAGER
Director of Colts Productions
GENERAL RESPONSIBILITIES
* Spearhead the design, implementation, and enhancement of the Colts' MAM/DAM systems, focusing on ingestion pipelines, metadata structures, permissions frameworks, and long-term archival strategies
* Create and refine the ingest workflow for video, ensuring accuracy, proper metadata tagging, and the seamless availability of assets for the production team
* Own the project organizational asset deployment best practices along with the Director of Colts Productions
* Coordinate with the marketing and PR teams to ensure that all internal and external footage requests are handled promptly for stakeholders such as television networks, players, league offices, and corporate partners
* Lead and collaborate closely with the production team to organize footage from games, practices, interviews, features, and events
* Evaluate existing post-production and media management processes, identifying bottlenecks, and drive improvements across ingest, editorial, review, and archival workflows
* Collaborate with IT, external vendors, and the production team to determine the requirements for new tools, integrations, storage solutions, and infrastructure enhancements
* Establish and enforce standards for ingestion, naming conventions, delivery specifications, editorial handoff workflows, and archival consistency
* Perform quality control checks on video files to ensure technical and editorial standards are met
* Function as the Digital Imaging Technician for major shoots, ensuring all footage captured during Colts games, in-studio sessions, and creative shoots throughout the year is properly ingested and organized
* Stay up to date on industry trends in media pipelines, AI metadata extraction, cloud-based workflows, storage architectures, and remote review tools
QUALIFICATIONS
* Bachelor's degree in Digital Media, Film, Computer Science, Engineering, or relevant professional experience
* 3+ years of experience in media asset management, post-production operations, or media systems engineering
* Demonstrated experience in developing workflows for MAM/DAM systems (Iconik experience strongly preferred), including designing metadata models, creating ingestion workflows, and implementing automation frameworks
* Strong understanding of video formats, codecs, color pipelines, transcoding workflows, and file-based media standards
* Proficient in Adobe Creative Suite, particularly Premiere, After Effects, and Media Encoder
* Outstanding organizational skills, keen attention to detail, and the ability to juggle multiple projects simultaneously
* Familiarity with football terminology, NFL rules, and gameplay
* Ability to manage multiple projects in a fast-paced, deadline-driven environment
* Excellent communication, time management, and problem-solving skills
* Flexibility to work nights, weekends, and game days as needed
* Passion for storytelling, football, and elevating the fan experience
WORKING RELATIONSHIPS
* Reports directly to the Director of Colts Productions
* Works closely with other producers, editors, and creatives across Colts Productions
* Collaborates regularly with departments including Social Media, Audio, Game Presentation, Graphic Design, and Photography
Responsibilities and qualifications may change at any time with or without notice.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
How much does a portfolio manager earn in Indianapolis, IN?
The average portfolio manager in Indianapolis, IN earns between $51,000 and $160,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Indianapolis, IN
$90,000
What are the biggest employers of Portfolio Managers in Indianapolis, IN?
The biggest employers of Portfolio Managers in Indianapolis, IN are: