Portfolio Manager remote jobs - 767 jobs

Job Title: Asset Manager Salary: $130,000-$155,000 Skills: Turnaround Asset Management, Distressed Assets, Value-Add Strategies, Financial Analysis, Property Management About the Real Estate Company / The Opportunity: Seize the opportunity to lead the recovery and repositioning of complex real estate assets for a forward-thinking organization in the real estate industry. As an Asset Manager specializing in distressed assets, you will play a pivotal role in restoring value and stabilizing performance across a portfolio of underperforming or distressed multifamily, commercial, and mixed-use properties. This remote position requires extensive travel nationwide, direct engagement with senior leadership, and the chance to drive meaningful impact through expertise in operational execution and financial oversight. Responsibilities: Conduct deep financial and operational reviews of distressed properties to diagnose causes of underperformance. Evaluate rent rolls, occupancy, expense trends, tenant quality, and market positioning to develop effective turnaround strategies. Create and implement comprehensive asset recovery plans, including leasing initiatives, expense controls, capital improvements, and management changes. Lead repositioning efforts for value-add assets with renovations, amenity upgrades, and rebranding. Partner with leasing, property management, and capital project teams to optimize rent pricing, marketing, and tenant retention. Monitor day-to-day property operations, recommending staffing changes, process improvements, and vendor renegotiations. Prepare and present asset updates and financial reports to leadership and external partners. Oversee CapEx planning and support refinancing, sale preparation, or recapitalization as assets stabilize. Must-Have Skills: 4+ years of experience in real estate asset management, specifically dealing with distressed asset turnaround Strong proficiency in financial modeling Ability to lead cross-functional teams and enact influence Bachelor's degree in Real Estate, Finance, Business, or related field.

Dallas Housing Finance Corporation partners with developers to provide safe and affordable housing options for the citizens of Dallas. Through our partnerships, we own roughly 10,000 multifamily units in the city of Dallas. The organization is dedicated to addressing housing needs and improving community well-being through strategic initiatives. Our mission is to create sustainable and inclusive housing opportunities that enhance the quality of life for residents in the area. Role Description This is a full-time role for a Senior Asset Manager, located in Dallas, TX, with the flexibility for some remote work. The Senior Asset Manager will oversee the performance and reporting of housing assets, monitor property operations, and ensure compliance with regulatory and financial requirements. Key responsibilities include creating portfolio reporting templates, analyzing financial data, developing strategies to optimize asset performance, managing relationships with property managers and stakeholders, and preparing detailed reports to guide decision-making. Qualifications Asset management expertise, including experience in large property portfolio reporting and monitoring Strong analytical and financial management skills, including the ability to interpret financial statements and prepare performance reports Proficiency in project management, including coordinating acquisitions, operations, and maintenance activities Effective communication and relationship management skills to liaise with property managers, developers, and stakeholders Experience with regulatory compliance and familiarity with affordable housing programs is highly desirable Bachelor's degree in Finance, Real Estate, Business Administration, or a related field Affordable and LIHTC experience is preferred but not required

A prominent global philanthropy fund is seeking a Senior Portfolio Manager for Field Innovation with a focus on tackling challenges in energy transition. The role involves strategic leadership in renewable energy finance and coal phase out, supporting initiatives through strong collaboration across sectors. Candidates should have substantial experience in relevant areas, particularly in coal finance, and excellent communication skills. The position offers a competitive salary range of $120,000-$140,000 and flexible work options including remote work for those in compatible time zones. #J-18808-Ljbffr

*Applications will be accepted until 11:59 PM AEST on 26 January 2026. We encourage you to apply early as the position may close sooner if a suitable candidate is found. Position: Long Term (Full Time) Classification: Level 15 Reports To: Senior Portfolio Manager Location: Based and have working rights in Fiji or Samoa *Candidates must have valid right to work in the country where they are based. Palladium cannot consider applicants who require work authorisation sponsorship for this role. About REnew Pacific Palladium is a global leader in the design, development, and delivery of Positive Impact - the intentional creation of enduring social and economic value. We work with governments, businesses, and investors to solve the world's most pressing challenges. With a team of more than 4,000 employees operating in 90-plus countries and a global network of over 35,000 experts, we help improve economies, societies, and, most importantly, people's lives. REnew Pacific is an AU$75M program over 4.5 years. It aims to scale and expand on the critical lessons learned in the DFAT-funded Business Partnerships Platform (BPP) pilot to support DFAT and the Australian Infrastructure Financing Facility for the Pacific (AIFFP) to address climate infrastructure mitigation, adaptation and resilience among Pacific states and help Australia be the climate infrastructure partner of choice in the Pacific. Purpose of Position The Portfolio Manager - South Pacific Region is an integral part of the REnew Pacific program and leads the in-country management of the program's portfolio of renewable energy projects in the southern Pacific Island Countries, particularly Fiji, Samoa, Tuvalu and/or others. The Portfolio Manager - South Pacific Region assists in the development and granting of projects and manages the day-to-day interactions with recipient partners, monitoring progress and supporting implementation. The role also contributes to implementation of REnew Pacific strategies and plans including related to GEDSI, localisation and monitoring, evaluation and learning. REnew Pacific staff work remotely from Australia's east coast and various Pacific nations. REnew Pacific does not have an operating office in the South Pacific region, so this position operates remotely. Depending on the circumstances of the candidate, REnew Pacific will work out a solution for a remote work location, or support communications infrastructure necessary to work from home. Primary Responsibilities Under the guidance and direction of the Senior Portfolio Manager, the Portfolio Manager - South Pacific Region will: Portfolio Management and Pipeline Development: Manage a portfolio of REnew Pacific projects and partnerships in South Pacific region, in accordance with grant agreements and the REnew Pacific Grant Management Framework Serve as the primary relationship manager for established grants and related partners, ensuring coordination and effective communication with partners Lead program processes, monitoring progress and key risks, maintaining excellent relationships and keeping the Senior Portfolio Manager and DFAT informed as appropriate Regularly liaise with DFAT Posts to ensure awareness and coordination of the portfolio. Support REnew Pacific partners to anticipate issues, problem solve and work adaptively in a dynamic context. Support the REnew Pacific team in the identification and pursuit of partnership and project opportunities. Coordinate partner engagement for pipeline development. Establish and maintain effective relationships with providers and suppliers of technical solutions for renewable energy in Pacific Island Countries (PICs) to ensure that locally-based firms and personnel participate in project development, design and delivery where possible Support REnew Pacific communications and public diplomacy activities including to frame and detail project level stories and lessons learned Lead project level reporting, analysis, and work planning, keeping REnew Pacific Management Information Systems up to date. Lead partner activities including training and capacity building Escalate complex issues to the Senior Portfolio Manager at the earliest opportunity Leadership and Management: Provide timely and accurate reporting through REnew Pacific systems, including health and safety incidents, fraud and child protection reporting as well as project activity reporting Champion REnew Pacific commitments such as promotion of gender equality, disability and social inclusion Other: Travel locally and internationally, as required. Any other tasks requested by the Senior Portfolio Manager or REnew Pacific's Portfolio Team and REnew Pacific Leadership Team as appropriate to the incumbent's experience and qualifications. Due to the evolving nature of our program, it is possible that the incumbent may be expected to undertake duties that fall outside the remit of their original Terms of Reference as reasonably required to ensure the ongoing success of the program. Reporting Requirements This role reports into Senior Portfolio Manager. Reporting requirements may include but are not limited to: Attendance at team meetings, other requested meetings and regional meetings (e.g. townhalls). Regular (minimum of monthly) one to one meetings with your line manager on the status of personal Key Result Areas (KRAs), career development discussions and any other matters. Minimum Education and Experience Required A degree in engineering, science, energy systems, natural resource management, or other relevant disciplines or equivalent level of experience. Experience with renewable energy projects in off-grid applications and/or demonstrated knowledge of renewable energy systems, with a focus on the Pacific Islands is highly desirable. Demonstrated experience in portfolio management, rural and community development and partnership skills. Project management, time management, reporting and analysis skills, including ability to manage budgets and write progress reports. Experience in research and producing written summaries and analyses. Demonstrated ability to work autonomously with limited supervision, to work to deadlines, and to balance competing priorities. Excellent written and oral communications skills with demonstrated experience in using communications strategically for advocacy purposes. Ability to prioritise and work calmly under pressure. Demonstrated commitment to diversity and inclusion, particularly in a cross-cultural context Equity, Diversity & Inclusion - Palladium is committed to embedding equity, diversity, and inclusion into everything we do. We welcome applications from all sections of society and actively encourage diversity to drive innovation, creativity, success, and good practice. We positively welcome and seek to ensure we achieve diversity in our workforce; and that all job applicants and employees receive equal and fair treatment regardless of their background or personal characteristics. These include: (but are not limited to) socio-economic background, age, race, gender identity and expression, religion, ethnicity, sexual orientation, disability, nationality, veteran, marital or Indigenous status. Safeguarding - We define Safeguarding as "the preventative action taken by Palladium to protect our people, clients and the communities we work with from harm". We are committed to ensuring that all children and adults who come into contact with Palladium are treated with respect and are free from abuse. All successful candidates will be subject to an enhanced selection process including safeguarding-focused interviews and a rigorous due diligence process. Apply now Share Save Job

A leading audit and advisory firm is seeking an Audit Senior Manager in San Jose, CA. In this key role, you will oversee financial statement audits and support engagement teams through technical expertise and client relationship management. Candidates should possess a Bachelor's degree in accounting or related fields and an active CPA license, along with at least 8 years of public accounting experience. The salary range for this position is $138,000 to $230,000 per year. #J-18808-Ljbffr

Our client is an integrated service provider and marketplace for the real estate and mortgage industries. Combining operational excellence with a suite of innovative products and technologies, this company helps solve the demands of the ever-changing market. We are seeking a highly skilled SEC Financial Reporting Manager to lead our financial reporting function. This role is responsible for ensuring accurate, timely, and compliant financial statements and disclosures in accordance with U.S. GAAP and SEC requirements. The ideal candidate will bring strong technical accounting expertise, leadership skills, and the ability to manage complex reporting processes. This position is U.S.-based and offers flexibility with remote work options to support work-life balance. Key Responsibilities: Oversee preparation and review of quarterly and annual financial statements and disclosures. Ensure compliance with U.S. GAAP, SEC regulations, and internal control requirements. Lead technical accounting research and implementation of new standards. Manage financial consolidation and reporting processes across multiple entities. Coordinate with internal and external auditors during audits. Maintain SOX compliance and strengthen internal control frameworks. Provide financial analysis and insights to support executive decision-making. Mentor and develop the financial reporting team. Qualifications: Bachelor's degree in Accounting, Master's degree or MBA preferred. CPA required; additional certifications (CMA, CIA) a plus. 3-5 years of progressive experience in accounting or financial reporting, including SEC reporting and public accounting. Advanced knowledge of U.S. GAAP and SEC reporting requirements. Strong leadership, analytical, and communication skills. Proficiency in Excel and financial reporting systems. Preferred Attributes: Experience with IFRS and international reporting standards. Familiarity with SOX compliance and internal controls. Ability to manage multiple priorities under tight deadlines. Big 4 experience Experience reporting for a global publicly traded company Compensation: $120,000 - $150,000 salary plus bonus SE: 510775260

A global consulting firm is seeking a Seasonal Tax Manager specializing in Banking and Capital Markets. The role involves providing tax guidance and consulting, preparing tax provisions, and enhancing controls. Candidates should have a bachelor's degree, a valid CPA license, and at least 5 years of tax experience. The position supports a flexible work model, with most engagements requiring in-person collaboration 40-60% of the time. Competitive hourly compensation of $90-$120 inclusive of diverse benefits is offered. #J-18808-Ljbffr

Brief Description This position will be responsible for a variety of tax issues including preparation/review of federal, state, and local tax returns and income tax provision. Opportunities will also exist for exposure to various other specialty areas including: corporate income and franchise taxes, credits and incentives, sales/use/withholding taxes and other special projects. This role will be involved in day-to-day projects within the Tax team and will have the opportunity to work with other functional groups, including finance, human resources, legal, R&D and IT, as well as external advisors. Essential Functions Responsibilities for this position will include, but not be limited to, the following: Preparation/review of federal/state/local income tax returns; including: reconciling book to tax differences; preparing state and local apportionment and state adjustment schedules; and preparing and maintaining tax attribute schedules; Preparation/review of federal and state income tax estimates and extensions; Supervising information gathering for tax provisions and tax returns; Preparation/review of quarterly and annual income tax provision, including: current calculation; maintaining deferred tax balances, uncertain tax positions, and TARF; and other related schedules/memo and disclosures; Preparation of tax account forecasts and monthly accruals; Assist with research and supervision of responses to notices regarding federal, state, and local tax issues; Providing support and/or manage IRS and state income/franchise tax audits; Providing assistance with technical research on various tax issues; Maintaining proper audit and compliance documentation; Assist in the establishment of and ensures adherence to budgets, schedules, work plans, and performance requirements; Assist in developing and mentoring other members of the Tax team; and Assisting in ad hoc/special projects (e.g. Section 382 study, credit study, etc)as needed. Required Knowledge, Skills, and Abilities Highly organized with great attention to detail. Self-starter, with an ability to work independently and as part of a team. Ability to multi-task and handle a variety of tax assignments in a fast-paced environment including being flexible to geographic time zones. Ability to prioritize tasks appropriately, meet deadlines, execute with accuracy and recognize when issues need escalation. Strong communication skills (written and verbal) and analytical skills. Proficient in Excel, including pivot table and vlookup. Responsibilities may require a work schedule that may include working outside of “normal” work hours, in order to meet business demands. Required/Preferred Education and Licenses Seven to nine years of recent experience in US corporate income tax with a combination of Big Four and multinational corporate tax department. Experience with ASC 740 is required. Preference will be given to candidates with Big 4 experience. Bachelor's degree in Accounting or Business, or an equivalent combination of education and practical experience. CPA preferred. #J-18808-Ljbffr

A forward-thinking accounting firm is seeking a Senior Tax Manager for a partnership track position. The role involves leading tax planning and consulting for diverse clients while managing relationships and mentoring staff. Candidates must hold an active CPA license and have over 10 years of tax accounting experience. This position offers remote flexibility with minimal travel. Join a culture that values entrepreneurship and work-life balance! #J-18808-Ljbffr

A reputable recruiting agency is seeking a Tax Manager in San Jose to lead the tax department focusing on compliance, planning, and quality assurance. The ideal candidate has 5-7 years of public accounting experience, a relevant degree, and CPA certification. Strong leadership skills and the ability to manage client engagements are essential. This role offers a hybrid work arrangement and salary to be discussed based on experience. #J-18808-Ljbffr

A leading recruitment firm in San Francisco is looking for a Tax Manager to lead tax engagements and mentor staff while building client relationships. The ideal candidate has a Bachelor's degree in Accounting, 5+ years of experience, and is a CPA, JD, LLM, or MST holder. This hybrid position offers competitive benefits including health insurance, 401K, and merit-based advancement opportunities. You are expected to work in the office three times a week. #J-18808-Ljbffr

A dynamic recruiting firm is looking for a Tax Manager (CPA) in Chula Vista, California. This full-time role offers a hybrid work environment, leading tax engagements while mentoring staff and building strong client relationships. The ideal candidate will hold an active CPA license and have over 4 years of public accounting experience. Competitive compensation, comprehensive benefits, and career advancement opportunities are included. If you're seeking a supportive environment to grow your career, apply today. #J-18808-Ljbffr

A tax consulting firm is seeking a Senior Tax Manager in a fully remote role. You will provide tax compliance, consulting, and planning services primarily for high-net-worth individuals. The position requires a CPA and over 8 years of experience in tax planning, leadership skills, and a strong background in federal compliance. This role offers the opportunity to grow in a collaborative environment that values work/life balance, with competitive salary ranging from $122,300 to $231,870 based on qualifications. #J-18808-Ljbffr

A professional services firm is seeking a Senior Tax Manager to provide tax compliance and consulting services primarily for high-net-worth individuals. This fully remote position requires 8+ years of experience in tax planning and a CPA certification. Responsibilities include leading client engagements, performing technical reviews of tax returns, and mentoring staff. The firm values flexibility and work/life balance, offering a supportive work environment with professional development opportunities. #J-18808-Ljbffr

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.

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

As a member of the ShipBob Team, you will... Grow with an Ownership Mindset: We champion continuous learning and proactive innovation. Team members are encouraged to identify challenges and take ownership of initiatives that drive merchant, company and personal growth. By tackling complex problems and exploring creative solutions, you won't just follow a playbook, you'll be actively building the future of ShipBob. Collaborate with Peers and Leaders Alike: ShipBob values collaboration and support, where team members and leaders alike are committed to helping each other succeed. We all set high standards and understand the importance of transparency at all levels. We've created an environment where trust, open communication, and mutual respect motivate our teams to reach new heights. Experience a High-Performance Culture and Clear Purpose: Our commitment to delivering results creates a goal-driven, high-performance culture where everyone is empowered to contribute to our mission with a clear understanding of their direct impact and accountability. We measure success in tangible ways, allowing each team member to see the positive outcomes of their work and celebrate shared victories. Location: Remote in these states: AL, AZ, CA, CO, FL, GA, KS, KY, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI Role Description: The Portfolio Success Manager (PSM) brings premier account management strategy to their portfolio of enterprise level merchants at ShipBob. A PSM focuses on driving expansion solutions domestic and international, building executive level relationships and trusted partnership, and managing an account team and processes for smooth business operations. Their mission is not only to provide a world-class merchant experience, but also strategies and relationships that are built to last. A PSM will need to be comfortable running strategic in-person business reviews, innovating both externally with the client and internally within ShipBob to help the organization evolve with our top client's needs. Success for a PSM is building a robust account team and processes with SOPs and reporting capabilities, run and close complex expansion deals, and develop relationships and close partnership contracts at an executive level. This role reports to the Senior Manager, Merchant Success. What you'll do: Collaborate with internal leadership and teams to continuously improve and innovate the merchant experience. Manage a book of high revenue clients and grow their business within ShipBob. Source and close expansion deals within your merchant book of business. Manage contractual negotiations & renewals to secure long-term partnerships with our top merchants. Collaborate cross departmentally with multiple stakeholders. Coach and build an effective account team to elevate the merchant experience through best-in-class communication, process management, and de-escalation. Analyze merchant supply chains to identify performance opportunities, efficiencies, and risk mitigation strategies. Conduct quarterly business reviews, in-person, when possible, to build trusted and lasting relationships at all levels of the merchant business. Experience with data analytics - reviewing and utilizing data to make decisions. Additional duties and responsibilities as necessary. What you'll bring to the table: 8-10 years of experience in sales and merchant services in a related industry. Experience in ecommerce preferred. Proven experience in business reviews with internal and external stakeholders, with confidence in presenting to C-suite executives. Established ability to negotiate and deliver contractual partnership deals. Demonstrated ability to manage and foster a positive team culture. Ability to build consultative and executive-level customer relationships. Excellent conflict resolution abilities and negotiation experience. Advanced written and verbal communication skills. Desire to work in a fast-paced environment. Advanced experience in Microsoft Office Suite. This role will require up to 15% of travel. Perks & Benefits: Medical, Dental, Vision & Basic Life Insurance Paid Maternity/Parental Leave Program Flexible Time Off Program Paid Sick Leave Wellness Days (1 day/quarter) 401K Match Comprehensive Benefits Package >>> ******************************** See Our High-Performing Culture >>> Check us out on Instagram (@lifeatshipbob) We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions. About You: The work we do at ShipBob is both challenging and rigorous, which means our environment isn't the right fit for everyone, and that's okay. We welcome energetic high performers who thrive in a dynamic, collaborative, results-driven environment. We value individuals who embrace accountability and humility, push boundaries, and are motivated by challenging work. Every team member, no matter their role or tenure, is expected to roll up their sleeves and tackle the complex problems we face in today's global supply chain. Learn more about our core values and how we perform at a high level in our day-to-day work on our Culture page (********************************culture/). About Us: ShipBob is a leading global supply chain and fulfillment technology platform designed for SMB and Mid-Market ecommerce merchants to provide them access to best-in-class capabilities and to deliver a delightful shopper experience. Merchants can outsource their entire fulfillment operations, utilize ShipBob's proprietary warehouse management system for in-house fulfillment, or take advantage of a hybrid solution across ShipBob's dozens of fulfillment center network in the United States, Canada, United Kingdom, Europe, and Australia. ShipBob is backed by leading investors like Menlo Ventures, Bain Capital Ventures, Hyde Park Venture Partners, and SoftBank Vision Fund 2, and is one of the fastest-growing tech companies headquartered in Chicago. ShipBob provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. There is no deadline to apply for this position, as ShipBob accepts applications on an ongoing basis.

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. Core responsibilities: Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments Partner with the origination team to identify, evaluate, and help close target counterparties Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams Strong written and verbal communication skills with both technical and non-technical stakeholders Thrives in a fast-paced, growth-oriented environment

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