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  • REMOTE CONTRACT - Sr. Investment Data Analyst with Reference Data, Data Modeling, Data Mapping, SQL

    Yoh, A Day & Zimmermann Company 4.7company rating

    Remote job

    Please send current resumes directly to ************************* Bhagyashree Yewle, Principal Lead Recruiter - YOH SPG ********************************************* Our client is looking for a Sr./Lead Investment Data Analyst who has worked on the investment side with a strong background in REFERENCE DATA, Data Modeling, Data Mapping, SQL Must have strong technical experience and ability to work with complex, large data sets, knows Reference Data very well, mid and back office experience, strong SQL, any knowledge of Fund instruments such as Mutual Funds, CITs, Fund pricing, ABOR/IBOR/PBOR/TBOR, Hedge Funds, Private Investment Funds, Funds of Funds. The Senior Business Systems Analyst will play a critical role in bridging business requirements with technology solutions, leveraging deep expertise in SQL, data mapping, and data modeling. This individual will collaborate with stakeholders across Operations, Technology, and the OCIO (Office of the Chief Investment Officer) to design, document, and implement scalable data solutions. The role requires hands-on experience in analyzing complex datasets, building robust data flows, and ensuring the accuracy and integrity of investment data across multiple platforms and systems. This position is ideal for a professional with a strong understanding of investment data, including securities, portfolios, benchmarks, and performance measurement. The successful candidate will drive requirements gathering, translate business needs into detailed functional and technical specifications, and partner with development teams to deliver high-quality solutions. In addition, the Senior Business Systems Analyst will serve as a subject matter expert on data architecture and contribute to ongoing data governance, ensuring alignment with enterprise-wide data strategy. Estimated Min Rate: $65.00 Estimated Max Rate: $85.00 What's In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week) Health Savings Account (HSA) (for employees working 20+ hours per week) Life & Disability Insurance (for employees working 20+ hours per week) MetLife Voluntary Benefits Employee Assistance Program (EAP) 401K Retirement Savings Plan Direct Deposit & weekly epayroll Referral Bonus Programs Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit ************************************************ to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh's hiring clients' preferences. To learn more about Yoh's privacy practices, please see our Candidate Privacy Notice: **********************************
    $65 hourly 1d ago
  • Consultant - Portfolio Manager (Fractional/Contract Role)

    Arootah

    Remote job

    Arootah is an early-stage advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah's Network of Business Advisors serving Arootah's clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at ***************************** for more information. WHO WE NEED: Arootah is searching for experienced Portfolio Managers to consult to our highly prestigious client base. As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in the role of a Portfolio Manager, you have specific, hands-on experiencing building, managing, and overseeing a portfolio of investments for a leading Alternative Asset Firm or Family Office. What You'll Do All aspects of the day-to-day management and oversight of investment portfolios, including portfolio optimization, investment selection, cash management and risk management. Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives for accounts or family relationships. Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies. Analyze, research, propose and implement financial solutions. Maintain a current awareness of new investment strategies and instruments through regular contact with the investment research team and other industry professionals, as well as through personal research. Perform diligent & deep dive fundamental research on universe of investments. Collect, organize, and synthesize both qualitative and quantitative data necessary to make decisions on individual investment opportunities. Prepare and maintain data on current and prospective investments. Provide in-depth analysis on a regular basis on individual investment and portfolio analytics and overall performance. Build reporting and analysis for internal and external stakeholders. Problem solve to streamline and automate inefficient processes including security selection, position weighting, buy/sell and add/trim recommendations. Identify gaps or key areas of improvement, any potential risks, mitigations, and value-add suggestions. Provide in-depth analysis on a periodic basis on individual fund analytics and overall portfolio performance. Ensure the completion of all training curriculum, compliance reporting and investment trade processing is handled timely, with sense of care and accuracy on your assigned accounts. Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions. Evaluate the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Provide advice and guidance to Arootah clients who seek help with their portfolio/investment management needs. This will involve consulting Alternative Asset Managers and Family Offices and sharing your experience as a Portfolio Manager in helping clients to: Develop realistic and effective monthly action plans. Identify internal and contextual roadblocks. Break apart goals into actionable steps. Devise a plan of action for each goal. Provide the client with resources associated with implementing their action plan. Implement policies, procedures, and control measures. Review, analyze and report on client tools and resources to ensure industry best practices. Evaluate each client's advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices. Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.). Qualifications Minimum of Bachelor's Degree in Accounting, Finance, or Business Administration, or in a related field. CFA designation. MBA, Advanced Degree in Accounting, Financial, Mathematical or Quantitative Analysis is a plus. CFP or any industry designations a plus. Minimum 10+ years specific portfolio management experience in which consistent long term investment performance has met objectives. 5+ years experience as an analyst and/or extensive industry experience preferred including a deep knowledge of trading. Understand a wide variety of investing styles across public and private markets and the principles of asset allocation and portfolio construction. Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments. Solid knowledge of asset allocation, portfolio construction, and portfolio risk management. Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, etc.). Excellent written and verbal communication skills. Outstanding analytical skills, detail-oriented, proactive, and self-motivated. Collaborative, diplomatic, and can cross-functionally partner with different internal stakeholders. Experience in/comfort with a role with a degree of ambiguity, requiring creative analysis and action. Proven ability to work independently, prioritize work, and achieve results. Ability to quickly build rapport and work with a team. Job Status Contractor Hours are based on the needs of the assigned client (0-40 hours per week). Join a well-funded disruptor in finance and technology.Enjoy the flexibility of remote work and choosing your assignments.Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join! For more information, visit us at Arootah.com.
    $105k-188k yearly est. Auto-Apply 60d+ ago
  • Global Portfolio Manager

    Logitech 4.0company rating

    Remote job

    Logitech is the Sweet Spot for people who want their actions to have a positive global impact while having the flexibility to do it in their own way. The Role and Team: As the Global Portfolio Manager, you will strategically drive the business side of new product introductions and manage the lifecycle of a set of products within the Audio Solutions portfolio. You will be responsible for developing portfolio rationale, leading upstream go-to-market activities, managing sustaining activities that promote operational excellence, and driving commercial initiatives to ensure the continued success of launched products. Additionally, you will work closely with partners related to your product portfolio. This role requires a strong understanding of the audio solutions market, strategic thinking, and excellent cross-functional collaboration skills. You will work with various stakeholders, including product development, sales, marketing, and supply chain teams, as well as external partners. Reporting to the Head of Business for the Mobile & Audio Solutions Business Unit, your role will have a global scope, with opportunities for domestic and international travel. Contribution * Market Analysis: Monitor market trends, competitor activities, and customer feedback to identify opportunities and inform product strategy. * New Product Introduction (NPI) Management: Drive the business side of NPIs, including developing portfolio rationale, defining the business opportunity, and GTM activities. * Operations Oversight: Collaborate closely with the Operations team to drive S&OP, forecasting, and inventory management, ensuring product availability and optimizing supply chain efficiency. * Commercial Initiatives: Drive commercial initiatives to keep the launched portfolio alive, such as derivatives, pricing strategies, and channel development with the Commercial team. * Financial Management: Track financial performance, and provide regular reports to stakeholders. * Cross-Functional Collaboration: Collaborate with product development, sales, marketing, and supply chain teams to ensure alignment and drive execution. Key Qualifications * Market & Consumer Insights: Skilled in audio tech, ability to analyze user behavior, B2C & B2B industry trends, and competitive landscapes to drive portfolio decisions. * Portfolio Strategy Development: Expertise in creating and executing product portfolio strategies based on market data and business objectives. * Financial Acumen: Experience in budgeting, forecasting, and financial analysis. * Go-to-Market Support: Experience supporting sales teams with product roadmaps, messaging, and launch strategies. * Operations Knowledge: Solid understanding of operational processes, with the ability to influence and guide improvements. * Cross-functional Collaboration: Proven ability to work with product development, marketing, sales, and supply chain teams. * Stakeholder Influence: Strong ability to align diverse teams and influence decision-making at all levels of the organization. * Analytical and Problem-Solving Abilities: Skilled at analyzing data, identifying trends, and developing solutions. * Excellent Communication Skills: Strong verbal and written communication skills to articulate strategies, provide updates, and resolve conflicts effectively. * Presentation & Storytelling: Strong ability to craft and deliver compelling presentations for internal and external stakeholders. Education Bachelor's degree in Business Administration, or related field; Master's degree is a plus OR relevant industry experience. Compensation This position offers an annual base salary typically between $ 121000 and $ 191,000. In certain circumstances, higher compensation will be considered based on the business need, candidate experience, and skills. Logitech offers benefits such as Medical Coverage, Dental Coverage, Vision Coverage, Traditional and Roth 401(k) Plans, Flexible Spending Accounts, Employee Share Purchase Plan (ESPP), Basic and Additional Life Insurance, Disability Coverage, Adoption and Surrogacy Assistance, Tuition Reimbursement Plans, Commuter Benefits, Paid Time Off, Paid Holidays, Bereavement Leave, and Paid Parental Leave. Logitech also offers Wellness Programs, Health Savings Account Plans, access to Expert Medical Opinions, Identity Theft Protection, Breast Milk Delivery to Nursing Mothers on Business Travel, access to a Group Legal Plan, Donations Matching Programs, Employee Product Discounts, and access to Auto, Home, and Pet Insurance. #LI-SN1 Across Logitech we empower collaboration and foster play. We help teams collaborate/learn from anywhere, without compromising on productivity or continuity so it should be no surprise that most of our jobs are open to work from home from most locations. Our hybrid work model allows some employees to work remotely while others work on-premises. Within this structure, you may have teams or departments split between working remotely and working in-house. Logitech is an amazing place to work because it is full of authentic people who are inclusive by nature as well as by design. Being a global company, we value our diversity and celebrate all our differences. Don't meet every single requirement? Not a problem. If you feel you are the right candidate for the opportunity, we strongly recommend that you apply. We want to meet you! We offer comprehensive and competitive benefits packages and working environments that are designed to be flexible and help you to care for yourself and your loved ones, now and in the future. We believe that good health means more than getting medical care when you need it. Logitech supports a culture that encourages individuals to achieve good physical, financial, emotional, intellectual and social wellbeing so we all can create, achieve and enjoy more and support our families. We can't wait to tell you more about them being that there are too many to list here and they vary based on location. All qualified applicants will receive consideration for employment without regard to race, sex, age, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability. If you require an accommodation to complete any part of the application process, are limited in the ability, are unable to access or use this online application process and need an alternative method for applying, you may contact us toll free at *************** for assistance and we will get back to you as soon as possible.
    $121k-191k yearly Auto-Apply 36d ago
  • Diversified Markets Portfolio Manager

    Farm Credit Services of America 4.7company rating

    Remote job

    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.
    $104k-206k yearly est. Auto-Apply 29d ago
  • Enterprise Portfolio & Value Manager (President's Office)-12171-Remote

    Shuvel Digital

    Remote job

    Enterprise Portfolio & Value Manager sought to facilitate lean portfolio management for a strategic enterprise portfolio amidst agile transformation. Seeking a collaborative agile champion to implement and oversee a portfolio of value streams, including lean governance, funding and portfolio operations while learning and navigating corporate culture. Experience in agile enterprise transformation required. RESPONSIBILITIES: Oversee launch of value stream(s) as part of enterprise portfolio Oversee framework to govern the intake, prioritization and decisioning of work to maximize value flow Oversee the portfolio Kanban and ensure stop/pivot/persevere portfolio governance decisions are made to ensure prioritized value is delivered Monitor Lean Budgeting guardrails to govern the funding of work Ensure portfolio roadmaps for planned work are created and maintained Oversee portfolio reporting of metrics, objectives & key results, advocating for the inclusion of value metrics Work closely with executive stakeholders and provide key information to support decision making and align prioritization of projects with strategic objectives. Work with Agile Coach to identify gaps in existing lean portfolio management; advocate for and implement improvements Coordinate adjustments to the portfolio as necessary when strategic demands necessitate a change in delivery and/or scope of work Serve as primary point of contact to strategic goal owners and enterprise initiative owners for projects and related issues Build and maintain relationships with lines of business, team members, management, key stakeholders and/or external contacts (e.g., vendors, etc.) QUALIFICATIONS: Bachelor's degree in Business Administration, Finance, or related field, or the equivalent combination of education, training and experience Significant experience in managing complex, cross-organizational programs Advanced knowledge of Scaled Agile (SAFe) Lean Portfolio Management (LPM) Advanced knowledge of project management best practices, including change management, risk management, executive reporting, and aggregation of project data Advanced skill to track and monitor project progress, identify project and process gaps, recommend controls and communicate progress to business leaders Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals Extensive experience in working with all levels of staff, management, stakeholders, vendors Advanced consultative, conflict resolution, negotiation and facilitation skills to gain consensus and ensure delivery of initiatives Significant experience in delivering presentations to virtual and in person teams Advanced critical thinking, analytical, and problem solving skill DESIRED: Experience with launching value streams and enterprise level Lean Portfolio Management (LPM)
    $81k-144k yearly est. 60d+ ago
  • HD Power Outage Management - Customer Portfolio Manager - CPM CS

    GE Vernova

    Remote job

    SummaryThrough relentless innovation and continuous collaboration with our customers, GE Gas Power, part of GE Vernova, is providing more advanced, cleaner, and efficient power that people depend on today and building the energy technologies of the future. What Impact you'll make: As the Site Customer Portfolio Manager located at our Client's site in the greater area of Corpus Christi South Texas with a dynamic customer base you will need to demonstrate accountability for functional, business, and broad company objectives for Gas Power within GE VERNOVA. You will be responsible for the profitability and customer satisfaction for assigned contract/s and customer obligations, fulfill service agreement obligations, fixed price, material program management, and interact with members of the customer service, parts and transactional services, field service, repair service, and/or other teams. Your high levels of operational judgment are required to achieve objectives under our SQDC principles. The role is subject to operating policy objectives. There is moderate autonomy within the role. High levels of operational judgment are required to achieve outcomes required.Job Description What you'll do As the Customer Portfolio Manager, you will serve as a liaison between internal/external organizations and your assigned customer(s), own the customer relationship, customer communication and contribute to the overall business strategy inclusive of the P&L's and Growth Opportunity for this Portfolio located in Corpus Christi. Develop and own site customer communication plan, coordinate and facilitate regular "Customer meetings" reviewing open items and action plans and reviewing existing and new GE Vernova products/services that could provide value for the customer at the site. Oversee Gas Power warranty and applicable commercial considerations including concessions as they arise balancing maximum benefits for the customer and GEV. Be responsible for developing outage scope/communicating scope to the field services team. Be responsible for outage/non-outage parts planning including requests for quotes, providing quotes to customers, placing/managing parts orders through delivery, and invoicing for parts as applicable. Provide leadership in owning and driving all emergent/forced outage matters to resolution. Prepare, organize, and facilitate pre-outage planning meetings, post-outage meetings and outage milestone meetings including On-Site Repairs and Part and Component Repairs performed in GRS addressing repairs issues in the GEV network. Own contract leadership and fulfillment including all project deliverables and understanding the T&Cs and contract requirements such as LD & Bonus structure. What you'll bring: (Basic Qualifications) Bachelor's Degree from an accredited University (OR an Associates degree from a college or 7 years of experience in a power generation industry) Minimum of 7+ years of Outage Management with Technical Field knowledge of Heavy Duty Gas Turbine/and or Steam Power Equipment experience What will make you stand out: You have a passion for leading by example with exceptional communication skills, time management and leadership in a proactive service environment. Including excellent Presentation skills with advanced knowledge in Microsoft tools such as excel, and Power Point is strongly desired You are someone who brings vision for Lean Standard Work/Process Improvement with high level of operational judgment to achieve the position's objectives Other Eligibility Requirement: National Relocation offered to Texas US area only Must be legally authorized to work in the United States No Sponsorship nor is Immigration service offered This position also requires inter-company travel up to 50% of the time. Benefits Available to You GE employees rise to the challenge of building a world that works. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: ******************************************************* Our compensation & benefits are designed to help you manage your personal and family needs, while rewarding high performers. We offer a robust benefits package depending on your employment status and your national requirements. A healthy, balanced lifestyle can mean different things to different people. We've created programs that support the way you live and work today. GE invests to provide opportunities to grow your career by providing a path for continued on-the-job learning and development. Inclusion & Diversity At GE, we believe in the value of your unique identity, background, and experiences. We are committed to fostering an inclusive culture, where everyone feels empowered to do their best work because they feel accepted, respected and that they belong. About GE Gas Power GE Gas Power engineer's cleaner, more accessible energy that people depend on, powering growth and prosperity for people everywhere. Our leading technologies produce a third of the world's electricity thanks to our talented people, who make gas work for our customers, stakeholders, and the world. Through relentless innovation and continuous partnership with our customers, we are building the energy technologies of the future and providing the cleaner, more efficient power people depend on today. For U.S. based candidates only, for purposes of complying with U.S. pay transparency requirements, the base pay range for this position is $119,600 - $199,400 USD Annual. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, geographic location, and skill set. This position is also eligible for a 15% annual performance bonus. This position will stay open on the career website until at least 11/8/2025. The Company pays a geographic differential of 110%,120% or 130% of salary in certain areas of the USA. Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling, and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness. General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a “Sponsor”). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: Yes #LI-Remote - This is a remote position Application Deadline: December 06, 2025For candidates applying to a U.S. based position, the pay range for this position is between $119,600.00 and $199,400.00. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set.Bonus eligibility: discretionary annual bonus.This posting is expected to remain open for at least seven days after it was posted on November 18, 2025.Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability benefits, life insurance, 12 paid holidays, and permissive time off.GE Vernova Inc. or its affiliates (collectively or individually, “GE Vernova”) sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a GE Vernova welfare benefit plan or program. This document does not create a contract of employment with any individual.
    $119.6k-199.4k yearly Auto-Apply 17d ago
  • Portfolio Success Manager

    Shipbob 3.8company rating

    Remote job

    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.
    $93k-182k yearly est. Auto-Apply 1d ago
  • Salesforce Client Portfolio Manager

    Global Career Website

    Remote job

    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
    $85k-153k yearly est. Auto-Apply 9d ago
  • Applications Portfolio Manager - Microsoft Platforms

    Michael Baker 4.6company rating

    Remote job

    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
    $140k-180k yearly Auto-Apply 21d ago
  • Portfolio Manager

    Insight Global

    Remote job

    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
    $69k-127k yearly est. 17d ago
  • Portfolio Manager

    Whitecase

    Remote job

    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
    $106k-186k yearly est. Auto-Apply 8h ago
  • Systematic Portfolio Manager - Crypto / CeFi

    Elliot Partnership

    Remote job

    Crypto Portfolio Manager | Senior Crypto Quant Trader Cryptocurrency trading | Digital Assets | CeFi | Systematic Trading NYC or US based (remote) A stealth mode systematic crypto trading firm is looking to add a Portfolio Manager / Senior Quant Trader to its ranks. The firm is led and backed by the biggest names on the Street and the founders have decades of experience. This is a rare opportunity to join a growing A-team with incredible talent density, meritocratic culture, no politics and razor-sharp focus on outcome. They are seeking a demonstrably strong candidate with leading knowledge of the digital assets market to implement a fully systematic or grey box strategy, managing a mostly CeFi oriented crypto portfolio of spot and/or perps. The candidate will be expected to have a systematic trading track record of at least 2 years with a sharpe above 2.5. Pay-out is top of the industry on a PnL basis. The successful candidate will also receive: Access to Capital and high % pay-out Interesting team growth opportunity Collaborative culture Required: Detailed CV and Investment process plan Min 2 year track record of risk adjusted returns Sharpe ratio above 2 PM must have managed live capital of minimum $5m BSc / MSc in Quant Math or Science discipline
    $106k-186k yearly est. 60d+ ago
  • Strategic Portfolio & Transformation Lead

    Skillsoft 4.7company rating

    Remote job

    At Skillsoft, we propel organizations and people to grow together through transformative learning experiences. We believe every team member has the potential to be AMAZING. Join us in our quest to transform learning and help individuals unleash their edge. Strategic Portfolio & Transformation Lead Remote Boston, Massachusetts Area Skillsoft is seeking an experienced, outcome-driven Portfolio & Transformation Leader to drive strategic execution across a portfolio of high-impact, cross-functional initiatives. In this role, you will have the opportunity to use your deep expertise in end-to-end business process transformation and technology-driven project delivery, and thrives at the intersection of business strategy, operations, and systems enablement. The ideal candidate will have the experience in leading a centralized Portfolio Management Office (PMO), as well as, be responsible for prioritizing initiatives, aligning executive stakeholders, and ensuring measurable business outcomes-particularly those enabled by technology, whether through internal platforms, tools, or enterprise systems. With a proven ability to deliver clarity and structure in ambiguous, fast-changing environments, you'll be a trusted advisor to senior leadership and a catalyst for organizational effectiveness. Responsibilities: Enterprise Portfolio Strategy & Execution Own and manage the enterprise-wide portfolio of business and technology initiatives across departments including Product, Engineering, Marketing, Sales, Finance, and Customer Support. Partner with C-level leaders to align strategic priorities, manage capacity, and track delivery against business goals. Define governance models and operating cadences to assess investment decisions, manage risk, and escalate critical blockers. End-to-End Business Process Transformation Lead transformation programs that optimize and connect business processes across the lead-to-cash lifecycle and beyond. Guide teams through the assessment of current-state processes, development of future-state models, and implementation of iterative process improvements. Integrate technology and operational enhancements to improve efficiency, scalability, and business impact. Technology-Driven Program Oversight Lead strategic initiatives involving internal systems, enterprise tools, or platform integrations to enable business capabilities. Partner closely with Product, Engineering, and IT teams to ensure projects are scoped, resourced, and executed in alignment with business needs. Oversee delivery of technology-enabled solutions that improve operations, enable scale, and support digital transformation objectives-across areas such as CRM, ERP, quote-to-cash, analytics, or workflow automation. Customer and Commercial Operations Enablement Drive programs that improve the operational backbone supporting customer engagement, order processing, pricing, fulfillment, and post-sales support. Ensure technology investments and process improvements are tightly aligned to commercial and operational outcomes, including scalability, compliance, and customer responsiveness. Lead cross-functional alignment to evolve how systems and processes support internal users and external customer-facing teams. Executive Engagement & Communication Facilitate workshops, alignment sessions, and executive governance meetings to ensure clarity, ownership, and accountability across initiatives. Deliver executive-ready dashboards, reports, and insights to support decision-making and highlight progress against KPIs. Leadership & Capability Development Build and mentor a high-performing team of program managers, portfolio analysts, and transformation leaders. Foster a culture of ownership, transparency, continuous improvement, and cross-functional collaboration. Serve as a coach and thought partner to leaders and stakeholders across the organization. Skills & Qualification Requirements: 12-15 years of experience leading enterprise-level programs, strategic portfolios, or business transformation initiatives with a Bachelor's degree or commensurate experience SaaS industry experience with deep expertise in end-to-end business processes (e.g., lead-to-cash, quote-to-cash) and how they intersect with digital tools and platforms Recent experience and the ability to lead complex, technology-enabled initiatives, either involving enterprise platforms, product-aligned tools, or business system integrations Solid portfolio planning, capacity modeling, KPI development, and outcome measurement knowledge and experience Strong background in business case development, capacity planning, and portfolio prioritization frameworks Exceptional communication, facilitation, and stakeholder engagement skills and comfortable working across all levels of the organization including Executive presentations and ability to influence change Ability to drive clarity and progress in ambiguous environments with competing priorities Location: Remote Massachusetts Area Desirable Qualifications: MBA or similar advanced business or technical degree Lean Six Sigma, PMP, or Agile certifications Familiarity with enterprise platforms such as Salesforce, Workday, NetSuite, Jira, or similar Experience working in SaaS, high-growth technology, or business transformation environments Target base salary range for this job requisition is anticipated to be approximately $175,000 - $215,000 annualized. We also offer Enterprise benefits including but not limited to: medical, dental, vision, and paid time off The company may modify salaries, salary ranges and/or Pay Plans from time to time as it deems necessary. MORE ABOUT SKILLSOFT: Skillsoft delivers online learning, training, and talent solutions to help organizations unleash their edge. Leveraging immersive, engaging content, Skillsoft enables organizations to unlock the potential in their best assets - their people - and build teams with the skills they need for success. Empowering 36 million learners and counting, Skillsoft democratizes learning through an intelligent learning experience and a customized, learner-centric approach to skills development with resources for Leadership Development, Business Skills, Technology & Development, Digital Transformation, and Compliance. Skillsoft is partner to thousands of leading global organizations, including many Fortune 500 companies. The company features three award-winning systems that support learning, performance and success: Skillsoft learning content, the Percipio intelligent learning experience platform, which offers measurable impact across the entire employee lifecycle. Learn more at ****************** Thank you for taking the time to learn more about us. If this opportunity intrigues you, we would love for you to apply! NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Skillsoft does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Skillsoft employee or hiring manager in any form without a signed Skillsoft Employment Agency Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Skillsoft is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $175k-215k yearly Auto-Apply 23d ago
  • Portfolio Manager, NextGear Capital (San Francisco and Bay Area, CA)

    Cox Holdings, Inc. 4.4company rating

    Remote job

    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 San Francisco, CA 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. Candidates must live within assigned San Francisco Metro, CA Territory: San Francisco, San Leandro, Oakland, San Bruno, Fremont, Hayward, Union City, Sunnyvale, Burlingame, Belmont, Newark, San Mateo. 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 of 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.
    $104.6k-157k yearly Auto-Apply 4d ago
  • Junior Portfolio Manager, iDPC - Associate

    Icapital Network 3.8company rating

    Remote job

    About the Role iCapital is seeking an Associate to join the Portfolio Management team. The investment professional will play an integral role in supporting the growth of both our evergreen registered fund business and our Direct Private Investment program. Responsibilities Help prepare investment memos and other relevant analyses to assist in the closing of transactions. Monitor the performance of existing investments, identifying potential risks and opportunities, assisting with workouts and restructurings as required. Develop and maintain financial models and analyses to assess the creditworthiness of potential borrowers and the performance of portfolio companies. Monitor market trends, competitor activity, and industry developments. Prepare reports and presentations for investors and other stakeholders. Work closely with the Legal, Compliance, Operations, and other teams to ensure smooth transaction, execution and portfolio management. Ensure adherence to regulatory requirements and internal policies. Qualifications Strong academic credentials and a demonstrated track record of successful work experience 2-4 years of post-undergrad investing/leveraged finance experience with an investment management firm, investment banking, private equity/private credit firm Strong analytical and modeling capabilities with a fundamental driven approach to investing Able to work collaboratively in team environments and strong relationship-building skills Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions Proficient in managing multiple projects simultaneously and meet deadlines Knowledge of the legal aspects of credit transactions and able to assess credit risk Able to produce high-quality work with a focus on accuracy and thoroughness Benefits The base salary range for this role is $100,000 to $130,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $100k-130k yearly Auto-Apply 1d ago
  • Treasury Management Portfolio Manager - Remote within CA

    California Bank & Trust 4.4company rating

    Remote job

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a seasoned Treasury Management Portfolio Manager - Remote within California. This role provides primary support for portfolio clients of high value, complex Treasury Management relationships. Essential Functions: Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships. Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing and servicing the treasury needs of clients. Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously. Escalate issues as necessary with bankers, management, and product/vendor management teams. Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs. Identify other client banking needs and partner with key stakeholders on cross-sell opportunities. Facilitates onboarding of major client relationships or complex industry types. Review sales, service and implementation processes to recommend process efficiencies. Other duties as assigned. Qualifications: Requires a Bachelors in business, finance or related field and 2+ years of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements. Working knowledge of banking, treasury management, banking/treasury products and procedures. Working knowledge of applicable regulatory requirements. Solid sales, client product and relationship management skills. Solid influence, problem resolution, customer service and communication skills, both verbal and written. Ability to effectively multitask, complete assignments and meet deadlines. Good attention to detail. Working knowledge of PCs and MS Office products. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $70,000 - $108,000 annually depending on location and job-related factors such as level of experience.
    $70k-108k yearly 49d ago
  • Senior Investor Relations Analyst

    Lambda 4.2company rating

    Remote job

    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.
    $85k-154k yearly est. Auto-Apply 56d ago
  • Senior Investor Relations Analyst

    Lambda Labs

    Remote job

    Lambda, The Superintelligence Cloud, builds Gigawatt-scale AI Factories for Training and Inference. Lambda's mission is to make compute as ubiquitous as electricity and give every person access to artificial intelligence. One person, one GPU. If you'd like to build the world's best deep learning 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, ~400 employees (2025) and growing fast * We offer generous cash & equity compensation * Our investors include Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, US Innovative Technology, Gradient Ventures, Mercato Partners, SVB, 1517, Crescent Cove. * We are experiencing extremely high demand for our systems, with quarter over quarter, year over year profitability * Our research papers have been accepted into top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG * 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.
    $82k-143k yearly est. 56d ago
  • Senior Investment Analyst

    Legalist

    Remote job

    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
    $82k-143k yearly est. Auto-Apply 60d+ ago
  • Portfolio Manager

    United Community Bank 4.5company rating

    Remote job

    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 $103,559.00 /Yr.
    $60.5k-103.6k yearly 21d ago

Learn more about portfolio manager jobs

Top companies hiring portfolio managers for remote work

Most common employers for portfolio manager

RankCompanyAverage salaryHourly rateJob openings
1Northern Trust$159,125$76.505
2Sandy Spring Bank$141,420$67.990
3AGCO$131,765$63.350
4General Electric$122,404$58.85151
5Cigna$106,659$51.286
6TD Bank$105,084$50.52108
7Siemens$102,916$49.482
8Comerica$83,753$40.2717
9KeyBank$81,982$39.4152
10Dll Finance LLC$70,641$33.960

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