Portfolio manager jobs near me

We are seeking a Diversified Markets Portfolio Manager to join our Farm Credit family! This position supports the growth of an assigned portfolio by collaborating with Association leaders to manage a portfolio of capital markets clients through the lending process. Providing ongoing monitoring of assigned portfolios to ensure asset quality and customer service standards are exceeded. The portfolio Manager is responsible for client relationships as well as on-going lending and servicing support. Responsibilities: Credit Portfolio Management: The role involves supporting capital markets activities by collaborating in lending processes, preparing investor materials, and assisting with underwriting and syndication efforts. It also includes developing new business, expanding existing client relationships through research and judgment, ensuring consistent credit administration, and representing the organization at capital market events. Credit Analysis & Administration: The role ensures adherence to credit policies and regulatory standards, maintains strong credit administration ratings, and conducts thorough applicant interviews using differential analysis. It involves assessing credit risk, making decisions within authority, staying current through training, and ensuring compliance with disclosure requirements for all loan types. Portfolio Servicing: The role involves monitoring loan portfolios to ensure timely and sound servicing, conducting periodic reviews, gathering information for renewals, and making informed recommendations. It also includes identifying deteriorating credit conditions and performing risk assessments to suggest necessary adjustments. Requirements: • Education and/or experience equivalent to a Bachelor's degree in Business Administration, Agriculture Economics, Finance, Accounting, or related fields. MBA preferred. • 3-7 years related work experience preferred • Ability to communicate effectively with all levels of the organization • Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the borrower and the Association • Ability to travel within the assigned territory and occasional travel across the association • Ability to work independently and as a team member under minimal supervision • Excellent computer skills • Focus on problem solving skills with solutions-driven results • Current awareness of economic developments and production technology affecting agriculture in the region Other Details: AgSouth is an Equal Opportunity Employer, including veterans and individuals with disabilities. Why AgSouth? When you work here, you have an opportunity to make a difference for agriculture and rural communities. Part of the national Farm Credit System, we are an agricultural lending cooperative that provides loans for land, production agriculture, farm equipment, crop insurance, leasing, and home mortgages. Our $4 billion portfolio of customers and strong presence in local communities across North Carolina, South Carolina, and Georgia allow us to effectively serve our member-borrowers as the largest agricultural lender in the southeast. At AgSouth, we value our employees and provide them room to grow both personally and professionally. If you're looking for more than just a job, consider joining the AgSouth family! What can we offer you? • Competitive pay, with paid vacation, holidays and sick leave, as well as paid time off for volunteering • Corporate incentive plan with spot bonuses for top-notch work • Medical, dental and vision insurance, as well as life and disability insurance • Flexible spending and health savings accounts • Generous 401(k) matching contributions, as well as additional employer contributions • Reimbursement for approved higher education pursuits • A wellness program for employees, which includes resources for a healthier lifestyle • Corporate learning programs for professional development • Other perks, such as employee discounts on select cell phone providers, computers, etc.

As a member of the ShipBob Team, you will... Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob. Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights. Experience a High-Performance Culture and Clear Purpose: Our commitment to delivering results creates a goal-driven, high-performance culture where everyone is empowered to contribute to our mission with a clear understanding of their direct impact and accountability. We measure success in tangible ways, allowing each team member to see the positive outcomes of their work and celebrate shared victories. Location: Remote in these states: AL, AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI Role Description: The Portfolio Success Manager (PSM) brings premier account management strategy to their portfolio of enterprise level merchants at ShipBob. A PSM focuses on driving expansion solutions domestic and international, building executive level relationships and trusted partnership, and managing an account team and processes for smooth business operations. Their mission is not only to provide a world-class merchant experience, but also strategies and relationships that are built to last. A PSM will need to be comfortable running strategic in-person business reviews, innovating both externally with the client and internally within ShipBob to help the organization evolve with our top client's needs. Success for a PSM is building a robust account team and processes with SOPs and reporting capabilities, run and close complex expansion deals, and develop relationships and close partnership contracts at an executive level. This role reports to the Senior Manager, Merchant Success. What you'll do: Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience. Manage a book of high revenue clients and grow their business within ShipBob. Source and close expansion deals within your merchant book of business. Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants. Collaborate cross departmentally with multiple stakeholders. Coach and build an effective account team to elevate the merchant experience through best-in-class communication, process management, and de-escalation. Analyze merchant supply chains to identify performance opportunities, efficiencies, and risk mitigation strategies. Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business. Experience with data analytics - reviewing and utilizing data to make decisions. Additional duties and responsibilities as necessary. What you'll bring to the table: 8-10 years of experience in sales and merchant services in a related industry. Experience in ecommerce preferred. Proven experience in business reviews with internal and external stakeholders, with confidence in presenting to C-suite executives. Established ability to negotiate and deliver contractual partnership deals. Demonstrated ability to manage and foster a positive team culture. Ability to build consultative and executive-level customer relationships. Excellent conflict resolution abilities and negotiation experience. Advanced written and verbal communication skills. Desire to work in a fast-paced environment. Advanced experience in Microsoft Office Suite. This role will require up to 15% of travel. Perks & Benefits: Medical, Dental, Vision & Basic Life Insurance Paid Maternity/Parental Leave Program Flexible Time Off Program Paid Sick Leave Wellness Days (1 day/quarter) 401K Match Comprehensive Benefits Package >>> ******************************** See Our High-Performing Culture >>> Check us out on Instagram (@lifeatshipbob) We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions. About You: The work we do at ShipBob is both challenging and rigorous, which means our environment isn't the right fit for everyone, and that's okay. We welcome energetic high performers who thrive in a dynamic, collaborative, results-driven environment. We value individuals who embrace accountability and humility, push boundaries, and are motivated by challenging work. Every team member, no matter their role or tenure, is expected to roll up their sleeves and tackle the complex problems we face in today's global supply chain. Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (********************************culture/). About Us: ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob's proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob's dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago. ShipBob 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis.

Michael Baker International is seeking an experienced “Application Portfolio Manager” as part of its IT organization. The Portfolio Lead will be accountable for operationalizing and strengthening the seamless exchange of knowledge across the enterprise through effective deployment of existing and new technologies, processes, and practices. This portfolio manages the Microsoft 365 suite including SharePoint, Teams, Power Platform and other M365 based applications and project collaboration environments across all business units and corporate functions to help improve the speed and accuracy of project collaboration, operations, and reporting. Additionally, there are several Microsoft-based custom applications that are maintained within this portfolio. Portfolio responsibility includes technology vision and best practice deployment and business process integration of the M365 suite of applications as well as CX and Marketing platforms. The ability to form strong relationships with stakeholders, proactively manage risk, and facilitate high performing teams are essential in this role. RESPONSIBILITES Portfolio & Applications Management Lead the full lifecycle of enterprise applications including the M365 stack that includes SharePoint, Teams, Power Platform as well as CX and Marketing platforms. Build, manage, and set the direction of the Knowledge Management portfolio and its team members Create, capture, organize, and assess knowledge assets for enterprise use. Coordinate with cross-functional organizations to align KM strategy with broader organizational learning strategies. Develop a robust technology roadmap for implementing knowledge management that builds upon industry best practices and leverages tooling and process advancements. Promote the use of knowledge management tooling and processes to facilitate sharing of knowledge. Build and drive the culture of knowledge sharing within site operations and serve as the advocate for KM initiatives within site operations. Strategic analysis of the current knowledge environment and planning of a future knowledge/information architecture. Translate business needs into long-term technical solutions to solve problems. Apply industry best practices and standards, leading-edge technology, and innovative solutions to complex problems. Lead and advise business users company-wide in the creation and maintenance of MS-SharePoint, MS-Groups and MS-Teams based intranet and project portal sites and coordinate maintenance/configuration/customization needs with in-house and/or third-party IT service providers. Function as the Subject Matter Expert for Microsoft 365 tools and processes Create and advertise use cases for Microsoft tools, and assist businesses in adoption Provide support, training, and information to drive adoption and ensure professionals are successful in utilizing Microsoft 365 tools Lead implementation of new tools, including project management and change management activities Oversee end user support for Microsoft 365 and CX applications Support, educate and assist business unit and Site Portal Administrator's management of content and layout within the SharePoint portal environment. Collaborate with marketing and customer success teams to deliver personalized, data-driven experiences. Team Development and Stakeholder Engagement Meet with business decision makers to determine functional requirements and translate business and customer requirements into scalable solutions. Partner with business process owners for development, maintenance, and analysis for future centralization of knowledge within the platform. Mentor and develop KM and CX team members. Foster a collaborative, high-performance environment focused on innovation and delivery. Build strong relationships with business units, leaders, and IT partners to identify needs and deliver impactful solutions. Operational Excellence Ensure quality, compliance, and security across all managed applications and platforms. Adoption: Roadmap, develop, coordinate, and manage implementation of enterprise SharePoint, Microsoft 365 and other tools and best practices. Internal Processes: Lead information management process definition and implementation. Enterprise Content Management: Provide support for enterprise content management consolidation and best practices-based toolset adoption. Services Support: Work with business to manage information needs. Training and Education: Create and provide administrator and end user sessions as necessary to support appropriate tool use. PROFESSIONAL REQUIREMENTS Bachelor's degree in Computer Science, Information Technology, or related field. 10+ years of progressive experience in IT, portal, content management, .com sites and/or engineering applications, including leading large-scale projects and initiatives in a complex organization. Expertise in M365, SharePoint, Power Platform as well as varied CX and Content Technologies. Proven experience defining and executing Knowledge, Document Management and Marketing strategies at scale. Strong background in business analysis, solution architecture, and portfolio management. Experience managing cross-functional teams and external partners. Excellent communication, presentation, and stakeholder management skills. Demonstrated ability to drive adoption and deliver measurable results. PREFERRED QUALIFICATIONS Experience in the Architectural, Engineering, and Consulting (AEC) industry. Supervisory and training experience. Application portfolio management in complex, multi-business environments. COMPENSATION The approximate compensation range for this position is $140,000- $180,000. This compensation range is a good-faith estimate for the position at the time of posting. Actual compensation is dependent upon factors such as education, qualifications, experience, skillset, and physical work location. BENEFITS We offer a comprehensive benefits package including: Medical, dental, vision insurance 401 (k) Retirement Plan Health Savings Account (HSA) Flexible Spending Account (FSA) Life, AD&D, short-term, and long-term disability Professional and personal development Generous paid time off Commuter and wellness benefits #LI-KR2 #LI-REMOTE

Job Description Mercor is hiring on behalf of a frontier AI investment lab pioneering the integration of machine learning, data analytics, and active portfolio management. The Lab blends quantitative research, fundamental analysis, and AI-powered modeling to identify market inefficiencies and consistently generate alpha. We're seeking an experienced Portfolio Manager to lead investment strategy design, portfolio construction, and risk oversight within this cutting-edge environment where AI and human judgment converge. Role Overview As Portfolio Manager, you'll be responsible for developing, executing, and managing investment strategies supported by advanced AI tools and a world-class research team. This is a remote, flexible opportunity (20-30 hrs/week) suited for experienced PMs who want to leverage AI-driven insights while maintaining autonomy and work-life balance. Responsibilities Design and execute portfolio strategies that integrate both fundamental and AI-generated insights. Manage portfolio construction, optimization, and risk analytics to ensure consistent performance. Monitor and analyze portfolio attribution, exposures, and performance metrics across asset classes. Collaborate with data scientists and engineers to refine quantitative models and signals. Lead and mentor analysts, fostering a culture of analytical rigor and innovation. Communicate investment outlooks, performance updates, and strategy rationale to stakeholders. Qualifications 8+ years of experience in investment management, including 5+ years as a lead or co-Portfolio Manager. Proven track record of alpha generation and strong risk-adjusted performance. Expertise in portfolio optimization, asset allocation, and factor analysis. Skilled in Bloomberg, FactSet, and portfolio analytics tools; familiarity with Python, R, or quant methods preferred. Exceptional leadership and communication skills; collaborative, data-driven mindset. CFA, MBA, or equivalent quantitative background strongly preferred. Why Join Flexible, 20-30 hour/week schedule - ideal for experienced PMs seeking high-impact, part-time engagement. Gain exposure to AI-assisted investing, working alongside engineers, quants, and researchers. Help shape next-generation portfolio strategies that blend human intuition with machine intelligence. Work remotely with a global, fast-moving team driving innovation at the intersection of finance and frontier technology. Opportunity to mentor emerging analysts and influence how AI transforms asset management.

About Astound Digital At Astound Digital, we are pioneers in the digital landscape, dedicated to transforming how the world interacts with technology, data, and creativity. Our role as trusted advisors in the digital landscape empowers the world's most innovative brands with frictionless, end-to-end customer experiences. We are known for our comprehensive solutions, proven expertise, and collaborative, nimble approach that instills confidence in our clients. We embrace the power of Artificial Intelligence (AI) to drive innovation, efficiency, and better outcomes for our clients and employees. Join us to navigate and lead in the ever-changing digital world, where your impact will extend beyond the ordinary. Job Purpose We're looking to add a dynamic Salesforce Client Portfolio Manager to the Astound Digital team. As a Client Portfolio Manager, you build and nurture strong client relationships, ensuring the success and satisfaction of our clients. You serve as a trusted advisor, collaborating with clients to identify and meet their needs, drive retention, and help them achieve their business goals. In this role you'll get to: Overall responsibility for the delivery team supporting both client success and sales teams. Create frameworks and approaches to key consultancy offerings to give structure and confidence to our customer, and support scoping new client engagements and involvement in pitches Responsible for delivering the quarterly and yearly strategic goals for the market delivery team and how this aligns to the teams personal objectives Grow our accounts across the full range of Astound's services through development of client strategies and plans supporting client success teams. Drive demand, improve win-rates and increase client advocacy by positively impacting Astound's positioning as modern Salesforce experts through thought leadership, market knowledge and insight Drive and win billable consulting engagements Work with our Global Consulting market leads to support the development of the consultancy team proposition around the two key areas of structured digital strategy and digital change and the development of consultancy propositions and go-to-market strategies Understand Salesforce market trends. Salesforce Expertise: Stay updated on the latest Salesforce features, applying this knowledge to enhance outcomes and propose innovative solutions. Provide thought leadership on Salesforce best practices, tools, and methodologies to drive successful project deliveries. Familiarize the team with customer's needs and development process. Take ownership of the project. Collaborate with the project team to drive closure to problems and open issues. Your skills and qualifications: Overall experience of 7+ years with a minimum of 5+ years serving as a Subject Matter Expert/Client Portfolio Manager for Salesforce Core or other capability technical implementations. Excellent knowledge of Salesforce Community Strong understanding of Salesforce SDLC. Proven background in driving digital innovation across technology, customer experience, data, process, and service offerings from development of the vision and strategy, obtaining internal support and approvals through business case development through to leading the execution of the plan. Demonstrated experience successfully building and managing a team Bachelor's degree preferred; Master's degree plus 2+ Salesforce certifications Good to have: Strategic thinking and business acumen Great client relationship building skills Proven ability to build trust-based relationships within the client organization, including C suite executives and business decision makers, through demonstrated knowledge, executive presence and superb listening skills. Understanding of financial and ROI models, with the ability to review digital cross-channel sales, margin and profitability analytics and marketing reports to derive insights and propose actions Strong verbal, written and presentation business communications skills Leadership and mentorship capabilities to manage team of direct reports, influencing and building strong relationships with cross-functional leaders across the broader organization, working collaboratively to achieve results Ability to combine data/evidence-based thinking with creativity and insight Be able to balance day to day client delivery and new business development What we offer in return Off-the-Charts Career Growth: Сlear career path and a performance review system, career coaching, training and certifications, mentoring and knowledge sharing; Well-being is Top Priority: Parental leave, flexible time off, comprehensive health and medical plans; Real Work-Life Balance: Remote, in-office, or hybrid working modes; flexible hours; work-life balance support on every stage and level; Culture of Success: Culture of collaboration that encourages innovation every step of the way; 8 offices spanning four continents bring diverse perspectives that drive tangible results for our clients worldwide. Why work for Astound Digital? Whether you're working directly with our world-renowned clients or with your Astound colleagues from around the globe, you will shape the future of digital commerce, using emerging technologies and innovative approaches. Grow your career with Astound Digital and discover exciting opportunities while doing the work you love! #LI-CT1 #L1-REMOTE

Member Business Financial Services, L.L.P. (MBFS), a credit union-owned company, is looking for a Loan Portfolio Manager! This position will work closely with the Member Business Financial Services, LLC Relationship Managers and C-suite management at client credit unions to proactively and efficiently manage their loan portfolios. This includes directing the annual review process, loan modifications, and communicating with credit union contacts and borrowers. Collaborate with the participation department to speak with credit union leaders and decision makers to market and sell participation opportunities. Provide concierge style services to smaller credit unions and their members and discuss loan opportunities with their leadership. Responsibilities Include: Collaborate with VP of Participation Lending in working with Relationship Managers on participation write-ups and offerings and contacting C-suite leadership at credit unions to proactively find participants, track participation dollars needed, and determine solutions to fund loans. Coordinate workflow with Sales Support Coordinators by tracking workloads, delegating, and directly handling issues as they arise. Work with Relationship Managers and Sales Support Coordinators as needed to facilitate due diligence collection and new loan closings. Perform general portfolio management and assist with servicing issues by working directly with the Servicing team and contacting borrowers and C-suite leadership at credit unions. Work with C-suite leadership to elevate servicing issues and questions to the proper decision makers at credit unions. Handle the tracking of the participation interests for each loan and effectively communicate with the lead and participant credit unions. Direct the annual review process: Contact borrowers and accountants to collect financial information required to perform annual reviews. Review loans and relationships to determine what is needed, communicate with borrowers ensuring all documents are received and completed properly, and upload documents to nCino and submit into queue for completion. As needed, contact Relationship Managers and MBFS Sales Support Coordinators for support, as well as credit union leadership to discuss potential issues including non-compliance and unresponsiveness. Coordinate loan review efforts with Relationship Managers so the relationship statuses can be communicated to the credit unions. Direct change in terms (CIT) and loan modification process in collaboration with Relationship Managers, performing the following: Review loans to determine if there are participant credit unions on the loan; Review documentation such as appraisals and loan agreements to determine original collateral values; Collect Agreements of Sale when borrowers are selling collateral (seeking partial releases); Create communications to C-suite leadership at all participant credit unions involved seeking approvals and determining if new appraisals will be required; Coordinate new appraisals with Originations where appropriate; Follow up with current collateral values; Calculate amounts to provide collateral release recommendations to keep credit unions at or below the original loan-to-value (LTV) on the loan. Where applicable, coordinate changes in guarantors, rate adjustments, and document collection, perform analyses, and provide recommendations to credit union leadership. Requirements: Five to eight years of similar or related experience. Working knowledge of commercial lending and credit operations, risk rating, credit score models, and other industry practices as it relates to loan portfolio management. Knowledge of credit union regulations, lending policies, and procedures. Working knowledge of data mining, including competitor data and industry trends. Must have knowledge of the following: Loan documents, Insurance requirements, Underwriting practices, Title insurance requirements, Workout procedures, NCUA regulations. Proven ability to read, analyze, and interpret small and large data sets and to determine appropriate analytical techniques to use in conducting analyses. Highly developed negotiation, listening, team building, influencing, and facilitation skills, and the adaptability to respond to change quickly. Advanced analytical and problem solving skills. Proven ability to effectively collaborate with all levels of the organization and work both as a member of a team and independently as required. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

The Portfolio Manager, Cash Flow Lending role is responsible for the ongoing monitoring process for the Bank's commercial loans within the Cash Flow Lending vertical to ensure timely portfolio monitoring, 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 aggregated reporting of the Cash Flow Lending 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 to gain a thorough understanding of the borrowers' business model, financial performance, and industry trends to effectively evaluate sources of repayment and accurately assign risk ratings 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 Document and track key risk indicators associated with monitoring and control procedures and any applicable thresholds, including industry concentrations and leveraged finance exposure Coordinate and conduct quarterly portfolio reviews to assess the overall performance and risk profile of the cash flow lending portfolio including leveraged lending exposure and distribution, asset quality metrics and trends, industry concentrations, top exposures, maturity profile, and pipeline. Ensure compliance with Northwest's policies and procedures and applicable regulations Complete other related duties as assigned in support of Credit Management's support function Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education and Experience preferred Bachelor's degree Accounting, Finance, Economics, or related degree 3-5 years of Commercial underwriting, public accounting, financial analysis, or credit risk management This position can be performed remotely, unless you live within 40 miles of one of our Hub locations which are listed below. If you live within 40 miles of one of the locations listed below, you must be onsite Monday - Thursday with Friday as an optional work from home day. INDEPENDENCE, OH 6480 Rockside Woods Blvd S Suite 345 Independence, OH 44131 COLUMBUS, OH HQ 3 Easton Oval Columbus, OH 43219 BUFFALO, NY 375 Essjay Road Suite 100 Buffalo, NY 14221 MOUNT JOY, PA 101 East Main Street Mount Joy, PA 17552 WARREN, PA 100 Liberty Street Warren, PA 16365 ERIE, PA 800 State Street Erie, PA 16501 PITTSBURGH, PA Bellevue 532 Lincoln Avenue Bellevue, PA 15202 FISHERS, IN 11 Municipal Drive Suite 150 Fishers, IN 46037 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Insight Global is looking for a Portfolio/Program Manager to join one of our Workforce Solutions/Staffing Industry clients and sit fully remote. This person will be joining the Product Management and Digital Innovation Division to drive the solution and delivery of multiple workstreams. This person will partner with stakeholders to define program objectives, success metrics, and governance structures. They will also develop and maintain program roadmaps, dashboards, and reporting for executive leadership while identifying risks, issues, and dependencies. The goal will be to implement mitigation strategies to ensure program success and drive process improvement and standardization across project management practices. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - 7+ years of experience as a Portfolio/Program Manager - Proven ability to manage multiple complex projects simultaneously - Ability to work with Project Managers to help surface risks, dependencies, progress, statuses, across portfolio - Strong experience being in the weeds to drive project process improvement and to validate reporting data to stakeholders - Excellent Communication - Experience with Bullhorn or similar Applicant Tracking Systems (ATS) - Familiarity with workforce management platforms and staffing industry processes - Advanced skills in MS Project, Smartsheet, or other portfolio management tools

Company Cox Automotive - USA Job Family Group Customer Care Group Job Profile Portfolio Manager III - NGC Management Level Individual Contributor Flexible Work Option Can work remotely but need to live in the specified city, state, or region Travel % Yes, 75% of the time Work Shift Day Compensation Compensation includes a base salary of $104,600.00 - $157,000.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program. Job Description Job Summary The Portfolio Manager manages and grows a portfolio of dealer clients across the assigned Baltimore/DC territory with lines of credit ranging from $50,000 to $2.5M within an assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying and mitigating pre-default account risk, and supporting post-default collections on defaulted accounts. The geographic territory assigned will be in the Atlanta Northwest area. * The Candidate must permanently reside in assigned geographic territory . Responsibilities Optimize each client's use of the line of credit within an assigned portfolio whose lines of credit range from $50,000 to $2,500,000 by acting as floor plan subject matter expert to their portfolio of clients. Achieve goals and performance targets as set by the company by regularly engaging with clients in person or virtually by collaborating with internal partners to drive revenue and maximize profitability through prudent account management, controlled growth and risk mitigation. Educate clients on desired performance behaviors, self-service options, and best practices and coach them to ensure compliance with company policies and expectations. Collect and analyze client financial information and various internal reports and dashboards to assess and monitor dealer performance and address with the dealer as appropriate to drive growth and manage risk. Utilize company provided historical data and tools to identify targets for opportunity of growth and determine clients that are having financial distress. Collaborate and strategize with Risk and Recovery department with pre-default risk mitigation and post default collection efforts on defaulted accounts within a specified timeframe. Minimize loss and maximize recovery. Physical inspection of inventory, and accuracy of audits and repossession as necessary. Inspect what is expected to ensure quality control, inventory, audit self- reconciliation, addition of inventory and buying behaviors. Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company. Operate with the highest level of integrity and always strive to achieve the best outcome for both the clients and our company. Detailed documentation in Salesforce all prudent conversations, activities and client interactions as required by the company KPI's. Complete all Salesforce campaigns as required by the company. Responsible for onboarding new clients to ensure a positive and successful client experience. Cultivate Cox Automotive cross functional business unit relationships and opportunities. Participate and support other projects and initiatives as required. Perform all other duties as assigned. Job Knowledge, Skills and Abilities: Knowledge of the automotive industry (various sectors). Knowledge of the finance industry (various sectors). Proficiency of reading and analyzing financials, such as profit & loss, balance sheet, tax returns and bank statements preferred. Strong financial acumen with working knowledge of key financial tools and terminology. Ability to identify risk indicators through data tools. Ability to communicate a proactive performance plan on continuous basis individually and client level. Strong presentation, verbal and written communication skills. Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization. Strong time management skills with ability to manage deadlines. Strong negotiation and collection skills. Strong analytical and problem-solving skills. Ability to work independently and in a remote environment. Ability to maintain a high level of safety awareness and take necessary safety precautions. Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce. Education and Experience: BA/BS with 4+ yeas related experience in finance, client facing, customer service, B2B, account management and/ or collections required. Candidate can also have a combination of a MS degree and 2+ years, or 8 years of experience in lieu of a degree. Automotive and/or floorplan industry background preferred. Financial knowledge and acumen preferred. Physical Demands: Ability to visit clients at least 60% of the time with occasionally required overnight travel. Ability to sit and stand for extended periods of time. Valid driver's license is required for this position. Disclaimer: The description is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Drug Testing To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited. Benefits The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.

Portfolio Manager Firm SummaryWhite & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide. Our long history as an international firm means we are perfectly placed to help our clients resolve their most complex legal challenges wherever they may be. With lawyers operating from more than 40 locations, working in virtually every country of the world, we have invested heavily in building a high-quality full-service practice competing at the top of the market. We are distinguished by our on-the-ground presence in the world's key financial markets and our strengths in handling complex cross-border work. It's not just about our global network of offices; it's the global interconnectedness of the Firm that our people, and our clients, value most. We work well together across geographic and practice boundaries. It's one of the reasons we attract and retain cross-border work. Our lawyers are globally minded, enterprising, collaborative and committed to excellence. Our people represent 90 nationalities and speak 80 languages. Our Functional AreaTechnology at White & Case plays a key role in enabling our lawyers is practicing law around the world. Our team comprises of three functions: Business Services - who maintain, develop and support our enterprise systems, Operations - who design, build and support our communications and data centre operations, and Support Services - who provide desktop, meeting and training support in the Firm's offices. Together we support our lawyers with leading edge technology and systems to deliver elite legal and best-in-class client service. Globally-minded, our team covers a range of technical disciplines and business skill sets. This encompasses from business analysts, data architects, application developers and engineering staff covering range of technologies that include virtualisation, cloud, networking, storage, collaboration services and security. We deploy the latest technology and hardware within our state of the art offices. Our technical support staff support and train our people on the latest hardware and operating systems, remote working capability and mobile devices. Our Shared Services centres provide Service Desk and Operation Centres that providing support and monitoring of Firm systems 24 x 7. Working closely with our business services colleagues in support of the Firm's Finance, HR, Marketing and KM Information Technology systems Drawing, Global Technology Services is at the heart of the Firm's global operations. Position SummaryThe Portfolio Manager is a key leader within the Technology Portfolio Team, responsible for managing and organizing the portfolio of initiatives that support the Infrastructure Operations unit. This unit delivers essential services across server and virtualization, storage, business continuity, identity and access management, automation, system monitoring, and IT operations platforms including messaging and collaboration systems. The Portfolio Manager leads the planning and execution of a dynamic mix of projects, programs, and business-as-usual (BAU) activities. This role plays a critical part in aligning delivery to strategic objectives, fostering cross-functional collaboration, and advancing operational excellence across the portfolio. Duties and Accountabilities1General Responsibilities:Collaborate with the Infrastructure Operations portfolio owner to define portfolio objectives, priorities, and execution strategies aligned with business and technology goals. Provide oversight and coordination across multiple projects and programs to ensure alignment with the overarching portfolio vision, managing dependencies, mitigating risks, and maintaining delivery focus. Serve as the primary liaison between project managers, program managers, product owners, governance forums, and technical teams to monitor initiative performance, resource allocation, and issue resolution. Establish and deliver consistent portfolio-level performance, risk, and progress reporting to governance boards and senior leadership. Lead portfolio governance activities, including steering committee participation, prioritization forums, and stakeholder communication. Support financial and resource planning processes, including collaboration with finance teams to manage annual budgets and capacity plans. Drive collaboration across technology and business teams to identify and address interdependencies, reduce redundancies, and foster synergies across infrastructure-related initiatives. Represent the portfolio in cross-portfolio coordination efforts, sharing best practices and aligning with other Portfolio Managers on firmwide strategies and standards. Ensure adherence to PMO methodologies and maintain high standards for project documentation, reporting, and delivery metrics. Supervisory Responsibilities:Guide and support the work of project and program managers delivering initiatives within the Infrastructure Operations portfolio. Promote effective team collaboration and alignment with delivery expectations. Support performance management, mentorship, and continuous improvement within the Portfolio team. Required Skills and Abilities:Proven experience in managing infrastructure-focused portfolios, including virtualization, storage, identity & access management, and operations platforms. Strong portfolio, program, and project management capabilities with the ability to manage across strategic, operational, and BAU streams. Experience in portfolio financial planning, reporting, and resource capacity management. Strong leadership, organizational, and stakeholder engagement skills. Deep understanding of IT service delivery, infrastructure dependencies, and operational excellence frameworks. Familiarity with both Agile and Waterfall delivery methodologies. QualificationsPMP or equivalent project management certification. 10+ years of experience in IT project/program management; 5+ years in infrastructure or IT operations environments. Bachelor's degree in Engineering, Information Technology, or a related field. Demonstrated success in cross-functional collaboration and enterprise-level portfolio delivery. Strong proficiency in Microsoft Project, Excel, PowerPoint, and reporting tools. Location & ReportingThis role is based in our New York or in Tampa office Our standard office hours are 09:30am - 5:30pmThis role reports to the Senior Manager, Portfolio OperationsNote to Recruitment AgenciesOur Internal Recruitment team are responsible for all end-to-end lateral recruitment process. All agencies must sign White & Case terms of business which are often specific. Candidates submitted by an agency without terms of business agreed with the appropriate office, and/or outside of our online application tracking system, will not be considered a formal introduction. Any applications and CVs sent directly to White & Case Partners and employees will not be accepted as formal introductions. If you have any questions, please contact the Americas Lateral Recruitment team. Equal OpportunitiesWhite & Case is an Equal Employment Opportunity (EEO) employer and is committed to creating a diverse and inclusive workplace. It is our Firm's policy to recruit, employ, train, compensate and promote without regard to race, color, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law. Applicants who are interested in applying for a position and require an accommodation during the process should contact talent. acquisition@whitecase. com. BenefitsWhite & Case LLP offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, vacation time, and leave programs (including parental leave). Exempt roles are also performance bonus eligible. The firm may modify and amend this job description at any time in its sole discretion. Nothing herein creates a contract of employment or modifies the at-will nature of employment Primary Location: United States-New York Other Locations: United States-Tampa Expected Workplace: Onsite Job Posting: Nov 4, 2025, 8:12:04 PM Salary range for New York market: 93,000 - 240,000 US Dollars (USD) YearlySalary range in other markets will vary Refer a friend for this job Tell us about a friend who might be interested in this job. All privacy rights will be protected. Refer a friend

About the Company Founded in 2016, Pennington Partners is building a premier financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families. Our culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and challenge ourselves every day. We are an ensemble of exceptional professionals with multi-disciplinary backgrounds who value independent judgment, integrity, and fresh ideas. While the firm is gaining scale and institutional structure, we remain committed to our entrepreneurial culture, agility, and flexibility. About the Position Working with some of the most successful families in the country brings with it a commitment to Client Service and Portfolio Management excellence, this position at Pennington is the face of Portfolio Management excellence and engagement with our Operating Partner Families in different markets across the United States. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success. They understand how clear, concise communication combined with reliable execution and follow-through play an important part of our success as a firm. What You'll Do Leading the analysis of the client portfolios, and interfacing with clients to discuss updates. Researching alternative portfolio allocations and proposing methods to improve our existing client reporting processes. Monitoring and managing existing investments to ensure compliance with the terms of the investments and with client investment policy statements. Participating in the Portfolio initiatives that evaluate and improve the asset allocation process of the firm's investment committee, including conducting research into new alternatives strategies. Utilizing relationships with general partners and other investment professionals to monitor fund developments; designing reports to track markets investment and other activity; and assisting in developing agendas for investment conferences and other events. Performing related assignments or special projects as may be required. What You'll Need Minimum of a BA/BS degree. Graduate degree preferred, not required. CFA or CPWA accredited certifications are required. Highly motivated and an ability to work in an entrepreneurial environment. 5+ years of experience in finance, preferably at a private investment firm, investment advisory firm, or investment research consultant. Demonstrated skills interfacing with clients and a passion for improving their lives. Strong written and verbal communication skills, including ability to succinctly explain complex ideas. Ability to multi-task, thrive and adapt in a dynamic, fast-paced environment. Extraordinary organizational and project management skills. What You'll Get. We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary - Competitive compensation (base salary + target bonus) Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Job Title: Portfolio Manager As our Portfolio Manager, you will manage investment portfolios to meet the goals of high net worth clients. You are also a relationship builder, collaborating with the Wealth Advisor for client and prospect calls. You will join the Investment Team, helping provide research and analysis on investments in equities and fixed income. To thrive in this role you must have an aptitude for working with investment portfolios and proven experience presenting complicated financial information, both written and verbal. What You'll Do: The Daily Grind - Every day you will spend time managing portfolios, interacting with clients, and analyzing investments. You will review accounts to ensure they are within guidelines for asset allocation and holding appropriate securities, buying and selling the underlying securities as needed. You will work closely with the Chief Investment Officer on investment- and client-related projects as needed. You work in a fast-growing marketplace where you partner closely with Wealth Advisors for face-to-face client meetings. You build a strong rapport with clients, consulting on account performance, current holdings, along with economic and market factors. You're Part of a Team - You are a member of the Wealth Advisory Group. You partner with a team of Wealth Advisory specialists throughout Ohio, southern Indiana and Kentucky to provide financial, retirement and fiduciary service solutions to clients. You also coordinate sales efforts among banking and non-banking team members. With champions at the highest levels of the organization, the Wealth Advisory Group is an integral piece to the company's continued prosperity and future growth. What it Takes: * Bachelor's Degree in Business, Finance, Economics, Accounting, or related degree OR proven experience in client consultation in investment/portfolio management, brokerage, finance or equivalent * 5+ years' Portfolio Management experience * Ability to: communicate effectively as an expert in the wealth management field (written and verbally) * Ability to deliver in-market educational presentations to internal and external audiences (prospects, clients, and professional advisors) Bonus Points: * Experience in securities research * Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) or Certified Investment Management designation * Experience with the securities trading process What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 25 days paid time off, 11 paid holidays and bereavement leave * Education Assistance Program * Paid Parental Bonding Leave * Wellness benefits * Life event coverage * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be located at: 430 North Hamilton Road Whitehall, Ohio, 43213 United States About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

United Community is seeking a highly skilled Portfolio Manager. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio. What You'll Do * Manage larger commercial credits to ensure portfolio soundness, profitability, and growth. * Provide credit and sales support to Commercial Lending. * Analyze complex financial statements and prepare credit analysis packages. * Serve as a secondary contact on client relationships. * Identify cross-sell opportunities with new and existing clients. * Assist in the loan process, including underwriting and closing. * Prepare commitment letters and review loan documents. * Assist lenders in their prospecting efforts. Requirements For Success * Bachelor's Degree in finance or accounting preferred. * 5+ years of experience in commercial lending. * Proficient knowledge of credit policy, banking regulations, and loan documentation. * Ability to analyze complex financial statements and tax returns. * Strong interpersonal and communication skills. * Excellent organizational and time management skills. * Ability to work effectively within the company's credit culture. * Proficiency with in-house financial reporting applications, including Navigator. * Good mathematical, reading comprehension, and writing skills Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status * Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.

Thank you for your interest in joining First Bank. If you're looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you've come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a Portfolio Manager. The Portfolio Manager helps the bank to fulfill its vision by by maximizing the client experience and expanding client relationships Duties and Responsibilities Through a deep understanding of bank products and services, uncovers needs and makes recommendations to clients and prospects. Conducts weekly meetings with Commercial Sales Manager to manage loans in pipeline, past due loans, maturing loans, exceptions, and client needs. Communicates with clients and third parties to ensure all information/documentation is received. Provides excellent internal customer service by assisting Relationship Managers completing administrative tasks related to origination of new loans and ongoing management of portfolio. Develops and builds relationships with clients and serves as primary contact for clients for loan servicing and administrative matters. Assists with pre-call plan preparation for existing clients and prospective clients through internal and external research. Ensures quality of loan portfolio through report monitoring and tracking and communicating findings to designated RM when applicable. Updates company history, current operations, and management portion of the write up on renewal credits. Using tax returns or financial statements, identifies opportunities to deepen deposit relationships. Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses. Performs other duties as assigned. Qualifications Skill Requirements: Knowledge: Bank products, rules, and regulations Work experience: 2 years financial services industry or related experience Certifications: None required Management experience: None required Education: Bachelor's degree in business or related field preferred Motivations: Desire to grow in career Skills Problem solving Computer usage Verbal and written communication Detail orientation Critical thinking Sales Complaint resolution Work Environment Work Hours: Monday through Friday, 8:00-5:00 (Additional hours may be required for company meetings or training.) Job Arrangement: Full-time, permanent Travel Requirement: The job may requires for training and other work-related duties. Remote Work: The job role is primarily in-person. A personal or work crisis could prompt the role to become temporarily remote. Physical Effort: May require sitting for prolonged periods. Requires standing for periods of time for filing. Environmental Conditions: No adverse environmental conditions expected. The position offers a competitive salary, 401K-retirement plan, and other benefits. EO / M /F/ Vet / Disability. First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status. Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources. This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Applications will be considered for vacancies which arise during the 60-day period following submission. Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period. Replies to all questions will be held in strictest confidence. In order to be considered for employment, this application must be completed in full. APPLICANT'S STATEMENT By submitting an application I agree to the following statement: (A) In consideration for the Bank's review of this application, I authorize investigation of all statements contained in this electronic application. My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation. (B) As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications. Much of this information may only be supplied by my prior employers. In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Bank's human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations. Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information. (C) I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice. (D) If hired, I will comply with all rules and regulations as set forth in the Bank's policy manual and other communications distributed to employees. (E) If hired, I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination. (F) The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered. (G) I hereby acknowledge that I have read the above statement and understand the same.

The Secondary Marketing Trading Group is responsible for hedging activity with the intent of reducing the risk inherent in the Mortgage Banking business while attempting to maintain Chase's pricing profile in the top half of the national and regional competition. Our team's objective is to maximize the mortgage origination volume while protecting the fair market value of the loans originated for sale. This role is for the Capital Markets Group of Chase Mortgage Banking. This position directly supports the Secondary Marketing Trading Activities with visibility and interaction with Senior Executives within the Mortgage Bank. As a Home Lending Portfolio Manager II within the Capital Markets Group of Chase Mortgage Banking, you will maintain and update pricing and market inputs for a proprietary Best Execution and Pricing model, while collaborating with traders and essential teams to optimize pooling mortgage-backed securities. You will build, maintain, and analyze reporting on relative value and position re-slotting, and control period over period model performance to evaluate differences and impacts. Job responsibilities Identify Secondary Marketing P&L. Support of Secondary Marketing risk reporting and attribution. Perform financial analysis of trade desk model and positions. Analyze the Trader's daily positions and interface with them to fully optimize the position. Maintain and operate proprietary model to maximize portfolio value. Establish and enact strategies to optimize pooling MBS in the most value maximizing manner that meets relationship goals. Monitor position to prioritize and execute optimization of at-risk loans. Build and analyze reporting with a focus on trends historically and to forecast into the future. Streamline data processing and result analyzing, visualization processes. Conduct testing on system and model updates to ensure the stability and consistency. Collaborate with IT to develop, test, and promote system/pooling enhancements/break fix issues. Required qualifications, capabilities and skills Financial Analysis/Accounting skills. Interest in Markets, Valuation, and interest rates and their impact on fixed income assets, specifically mortgages. Bachelor's degree. Preferred qualifications, capabilities and skills Leadership capabilities, self-starter, and task oriented. Excellent written and verbal communication skills. Root cause analysis capabilities. Ability to prioritize competing deliverables under tight deadlines. Comfortable with programming logic working with large data sets.

Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. *Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences Proficient in Excel and Google Suite; experience with financial research tools is a plus Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: Experience with AI, SaaS, or consumption-based business models Comfort handling ambiguity and working with minimal supervision Experience working with pre-IPO companies Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda Founded in 2012, with 500+ employees, and growing fast Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG Our values are publicly available: ************************* We offer generous cash & equity compensation Health, dental, and vision coverage for you and your dependents Wellness and commuter stipends for select roles 401k Plan with 2% company match (USA employees) Flexible paid time off plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

Department Operations Employment Type Full Time Location Remote Workplace type Fully remote Reporting To Director, Data Analytics and Reporting Key Responsibilities Qualifications Benefits and Perks About ImpactAssets ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet's future and improving the lives of all people. As a leading impact investing firm, we offer deep strategic expertise to help our clients define and execute on their impact goals.

Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here. Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply. Core responsibilities: Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members Assist origination team in identifying and closing target counterparties (across industries and asset types) Prepare financial models and related analysis to support investment recommendations and track ongoing investments Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing. Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years' relevant experience in law, finance/credit, or advisory/consulting Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation Strong written/oral communication, equally comfortable with expert and non-technical colleagues Excellent organizational skills and high attention to detail Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods Ability to thrive in a fast paced, growth focused environment Nice to Have: First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables Prior extended experience at a hybrid or remote-first organization

Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. * Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday. What You'll Do: * Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials * Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications * Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives * Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception * Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website * Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences * Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning * Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management You * Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance * Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts * Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences * Proficient in Excel and Google Suite; experience with financial research tools is a plus * Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture * Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset * Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions * Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience * Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry Nice to Have: * Experience with AI, SaaS, or consumption-based business models * Comfort handling ambiguity and working with minimal supervision * Experience working with pre-IPO companies * Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities Salary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description. About Lambda * Founded in 2012, with 500+ employees, and growing fast * Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove * We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG * Our values are publicly available: ************************* * We offer generous cash & equity compensation * Health, dental, and vision coverage for you and your dependents * Wellness and commuter stipends for select roles * 401k Plan with 2% company match (USA employees) * Flexible paid time off plan that we all actually use A Final Note: You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills. Equal Opportunity Employer Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.