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  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    Portfolio manager job in Cincinnati, OH

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients Manage teams of tax professionals and assistants working on client projects Advise clients and be accountable for delivering high quality tax service and advice Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Prior experience with pass-through entities and partnerships Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $64k-89k yearly est. 8d ago
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  • Commercial Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in Cincinnati, OH

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 750,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: * Industry experience within business, commercial, or corporate banking segments. * Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. * Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations * Manage all parts of projects, from client buy-in to planning, budgeting, and execution. * Source and coordinate work from other internal workforces. * Develop our next-generation Wholesale credit technology offerings. * Become a trusted advisor for C-suite clients looking to solve critical business problems. * Drive business development to originate new client opportunities. * Build your reputation as an industry thought leader. * Travel, as required, up to 80%. Qualification Here's What You Need: * Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development * Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems * A Bachelor's degree Bonus Points If You Have: * Extensive transformation strategy or operating model design experience in commercial banking. * Launched new product offerings in the banking industry. * Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. * Advanced degree or financial industry certification. * Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. * Demonstrated experience developing and managing relationships with senior client executives. * Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. * Structured problem-solving and ability to simplify complex initiatives to improve execution. * Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino, Loan IQ, AFS, ACBS) Professional Skills * Proven ability to operate within a collaborative environment. * Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. * High energy level, focus, and ability to work well in demanding client environments. * Excellent communication (written and oral) and interpersonal skills. * Strong leadership, problem-solving, and decision-making abilities. * Unquestionable professional integrity, credibility, and character. What's in it for you? * You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. * At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. * Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. * You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We anticipate this job posting will be posted on 01/24/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York $87,400 to $293,800 New Jersey $100,500 to $293,800 Washington $100,500 to $270,300 Locations
    $100.5k-293.8k yearly 2d ago
  • Asset & Wealth Management - Renewable Energy Tax Senior Manager

    PwC 4.8company rating

    Portfolio manager job in Cincinnati, OH

    Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Additional Responsibilities Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights. Global LoS Tax Job Requirements and Preferences Basic Qualifications Minimum Degree Required (BQ) Bachelor Degree Required Field(s) of Study (BQ) Accounting Minimum Year(s) of Experience (BQ) 5 year(s) Certification(s) Required (BQ) CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications Preferred Knowledge/Skills Demonstrates in-depth knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds: Leveraging knowledge of structuring of funds and fund management companies to limit tax liability; Possessing in-depth knowledge of alternative investment strategies and vehicles; and, Utilizing in-depth tax technical skills, including partnership tax forms. Demonstrates in-depth experience identifying and addressing client needs: Experience with complicated partnership structures; Experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; Showcasing a desire to learn more about the renewable energy industry Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; Building, maintaining, and utilizing networks of client relationships and community involvement; and, Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $81k-116k yearly est. 6d ago
  • ServiceNow - Strategic Portfolio Management (SPM) Manager - Tech Cons - Open Location

    EY 4.7company rating

    Portfolio manager job in Cincinnati, OH

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **ServiceNow Consulting Manager -** **Strategic Portfolio Management (SPM)** In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. **The opportunity** You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements. **Your key responsibilities** As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs. + Lead workstream delivery and ensure effective management of processes and solutions. + Track deliverable completion and project status, ensuring alignment with performance objectives. + Actively participate in client working sessions, leading workstreams from planning through execution and closure. **Skills and attributes for success** Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. + Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases + Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers) + Ability to build and foster client relationships and demonstrate the value of EY services + Excellent business acumen with the ability to make fact-based decisions and resolve conflicts + Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation + Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps + Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources + Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs + Ability to support pre-sales efforts including creating proposals and estimates + Ability to create high quality deliverables and project artifacts **To qualify for the role, you must have** + A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline + Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience + ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) + ServiceNow Certified Implementation Specialist - Strategic Portfolio Management + 5+ years of Big 4 or equivalent consulting experience + Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization + Experience leading teams and supervising others + A driver's license valid in the U.S. + Ability to travel to meet client needs **Ideally, you'll also have** + ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) + ServiceNow Certified Implementation Specialist - ITSM or Data Foundations + Performance analytics and reporting experience - certifications are a plus + Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) **What we look for** We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $171.2k-297.2k yearly 41d ago
  • Business Banking Portfolio Manager

    First Commonwealth Bank 3.9company rating

    Portfolio manager job in Cincinnati, OH

    Manages a large portfolio of Business Banking clients. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Ensures credit quality standards are executed and maintained within assigned portfolio. Essential Job Responsibilities____________________________________ 1. In collaboration with Relationship Manager(s), manages a portfolio of business banking size- companies. Portfolio size may vary based on length of service and management decisions. Portfolio to include both C&I and CRE clients. 2. Monitors client financial performance versus plan objectives on a regular basis utilizing automation-based portfolio risk assessment targets and indicators; discusses the performance with the relationship team. Reports credit deterioration promptly and works with Special Assets to mitigate potential losses. 3. Actively monitors and manages maturing notes, expiring commitments and delinquencies within assigned portfolio. 4. Ensures a seamless process for portfolio management by fostering strong communication by team members, including Credit, Credit Review and Loan Documentation departments. 5. Maintains awareness and advises the Relationship Manager and/or Credit Team in regards to alerts on critical items and awareness of key issues. 6. Provides portfolio information on a timely basis to be included as part of credit analysis and performance reports. Develops a continuous improvement mindset with respect to credit performance reports, cross sell effectiveness, and opportunities to improve processes. 7. Acts as the central point for communication regarding all aspects of the Business Banking portfolio. 8. Services the immediate needs of the clients by performing the following with Relationship Manager(s): a. Understands the credit strengths and weaknesses of clients. b. Assesses and discusses risk ratings with the Credit Department. c. Monitors borrower's performance and communicates awareness of key issues to management and the credit department in a timely fashion. d. Seeks additional approvals, amendments or policy exceptions as necessary. e. Other ongoing client and portfolio tasks as needed to assist the team. 9. Prepares loan modification requests, Criticized Asset Committee Memos, Semi-Annual Line Sheets and any other necessary reports, as needed and in conjunction with the Relationship Manager. Active participant in the monthly CAC meetings and semi-annual Line Sheet presentation meetings. 10. Follows assigned accounts, in conjunction with relationship team, to ensure financial statements are received timely and evaluated regularly to assess borrower risk. 11. Responsible for the monitoring of the credit quality of the assigned portfolio regarding delinquency, charge-offs, criticized/classified assets, etc. 12. Reviews trend reports generated based on assigned portfolio with ability to address and communicate on both positive and negative trends. 13. Helps coordinate the daily workflow in and out of the area to ensure that current loans are in complete conformity with the terms. 14. Serves as a representative for Portfolio Management and/or Corporate Banking in various Bank initiatives and projects on an as needed and elected basis. 15. May serve as a mentor and/or provide training to newer and less experienced Portfolio Managers within the Group. 16. Supports cross-sell opportunities resulting in additional recommendations to benefit both the customer and the Bank. 17. Develops expertise in all applicable processes and systems to ensure they are all leveraged. Strives to improve cycle times and client experience. 18. Displays enhanced knowledge of the procedures for compliance including a broad understanding of regulations. 19. Maintains a working knowledge of bank operating policies and procedures. Bona Fide Occupational Qualifications_____________________________ 1. A Bachelor's degree in Business or Finance related field, and/or five (5) years of equivalent experience required. 2. A minimum of three (3) years of credit analysis experience and/or demonstrated portfolio management skills desired. 3. Knowledge of compliance regulations related to the position is required. 4. Demonstrated ability to motivate and develop staff, promote team building, and implement and sustain change is necessary for success in this role. 5. Proficient reading, writing, grammar, analytical, mathematical, communication and interpersonal skills required. 6. Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary. 7. A valid driver's license and travel, including some overnight stays, are required.
    $93k-141k yearly est. 18d ago
  • Mobility Programs Portfolio Manager

    KBR 4.7company rating

    Portfolio manager job in Beavercreek, OH

    Title: Mobility Programs Portfolio Manager Belong. Connect. Grow. with KBR! KBR's National Security Solutions team provides high-end engineering and advanced technology solutions to our customers in the intelligence and national security communities. In this position, your work will have a profound impact on the country's most critical role - protecting our national security. Why Join Us? * Innovative Projects: KBR's work is at the forefront of engineering, logistics, operations, science, program management, mission IT and cybersecurity solutions. * Collaborative Environment: Be part of a dynamic team that thrives on collaboration and innovation, fostering a supportive and intellectually stimulating workplace. * Impactful Work: Your contributions will be pivotal in designing and optimizing defense systems that ensure national security and shape the future of space defense. Job Summary: The Mobility Programs Portfolio Manger reports to the Air Force Acquisition Operating Unit (AFA OU) Senior Director. The Manager leads a portfolio providing high-level acquisition management support to various system program offices in the Air Force Life Cycle Management Center. The portfolio generates approximately $30M in annual revenue and is comprised of a team of approximately 100 employees located primarily in Dayton, OH, with personnel also located at Warner Robins, GA and a few other CONUS locations. The manager sets goals, conducts business development activities to secure new projects, manages and executes projects, enforces policies, and oversees costs and financial activities. The position requires business acumen, leadership ability, customer relationship expertise, and strong analytical problem-solving abilities. Specific Responsibilities: * Oversee cost, schedule, performance execution for multiple projects to maximize value to existing customers. * Manage profit and loss, staffing, resource allocation and take measures to improve performance for the group. * Develop and execute growth plans to increase customer base, revenue, and profitability based upon customer needs, market conditions, resource availability, and AFA OU objectives. * Contribute to developing strategic plans for the $100M, 350-person AFA OU. * Collaborate with other organizations within KBR to leverage their capabilities to provide value to existing and new customers. * Developed strong relationships with KBR functional leaders to ensure collaboration throughout the organization. Work Environment: * Location: Dayton, Ohio * Travel Requirements: Minimal 0-20% * Working Hours: Standard Required Qualifications: * Bachelor's degree in business / engineering / aerospace and 12+ years of experience in DoD acquisition community * 7 years of experience leading teams in DoD acquisition community * Demonstrated ability to make decisions and develop plans based on a deep understanding of customer needs and data * Experience within last 5 years supporting Air Force Life Cycle Management Center (AFLCMC) * Proven experience collaborating with cross-functional teams * Active Secret clearance is required * Excellent communication skills, superior knowledge of business functions, exceptional budgeting, and finance skills, and strong organizational and leadership skills Desired Qualifications: * Master's degree in business / engineering / aerospace and 15+ years of experience in DoD acquisition community * Experience managing contracts supporting DoD customers * Experience as Acquisition Program Manager, System Engineer, Logistics Manager supporting AF acquisition customers * Demonstrated experience capturing new work and leading Proposal teams Ready to Make a Difference? If you're excited about making a significant impact in the field of space defense and working on projects that matter, we encourage you to apply and join our team at KBR. Let's shape the future together. KBR Benefits KBR offers a selection of competitive lifestyle benefits which could include 401K plan with company match, medical, dental, vision, life insurance, AD&D, flexible spending account, disability, paid time off, or flexible work schedule. We support career advancement through professional training and development. Belong, Connect and Grow at KBR At KBR, we are passionate about our people and our Zero Harm culture. These inform all that we do and are at the heart of our commitment to, and ongoing journey toward being a People First company. That commitment is central to our team of team's philosophy and fosters an environment where everyone can Belong, Connect and Grow. We Deliver - Together. KBR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity or expression, age, national origin, veteran status, genetic information, union status and/or beliefs, or any other characteristic protected by federal, state, or local law.
    $79k-139k yearly est. Auto-Apply 29d ago
  • Senior Portfolio Manager - Wholesale Credit Delivery - Middle Market segment

    Truist Financial Corporation 4.5company rating

    Portfolio manager job in Cincinnati, OH

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings. Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk. Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy. Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis. * Mastery level proficiency with MS Office Desktop applications. * Strong interpersonal skills and solid written/verbal communication are essential. * Sound credit skills essential. * Must have strong attention to detail. * Ability to prioritize workflow and multi-task in a fast-paced environment. Preferred Qualifications: * Has successfully held similar role with commercial financial institution or like experience. * Industry or sub-sector expertise. * Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) #Memphis #Nashville #Cincinnati #ColumbusOH The annual base salary for this position is $140,000 - $170,000. Additional incentive pay is available for this position. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $140k-170k yearly 15d ago
  • Technical Portfolio Manager

    Us Bank 4.6company rating

    Portfolio manager job in Cincinnati, OH

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Responsible for managing the portfolio aligned products by overseeing compliance with all processes and procedures associated with the intake, approval and tracking processes including the business case model, prioritization, approval processes, and reporting requirements throughout the life cycle of a product. Understands key business objectives and strategy of the product, and supports other Portfolio Managers in meeting business objectives, OKRs (objectives and key results), customer needs, KPIs (key performance indicators), and financial targets. Ensures end-to-alignment of the portfolio of business priorities to financial targets by collaborating and relaying dependencies within and across Product Owners in the Portfolio(s). Oversee the development and production of portfolio management reporting to leaders, business partners and teams in collaboration with product owners and managers. Serves as a POC throughout the portfolio management process to ensure decisions are in line with company strategic and financial goals on an ongoing basis, working with cross functional product teams using Agile, Product Management & DevOps best practices. Responsible for leading development, implementation, and maintenance of methods, standards, procedures, and guidelines. Participates in the development, testing, and evaluation of new or existing organizational processes or structures; recommends improvements as appropriate. Determines the methodologies and techniques for analyzing and evaluating methods of operations, workflow, or procedures. Performs complex methods analysis work. Develops and implements methods and procedures for improved workflow or processes, staff utilization, office facilities, equipment utilization, and communications. Reviews, oversees, and assists with IT initiated projects. Plans, coordinates, and trains on processes and procedures. Evaluates documentation methodologies, tools, techniques, and automation opportunities. Develops and manages Quality programs. Facilitates and coordinates information pertaining to IT projects in preparation for capital expenditure analysis. Basic Qualifications * Bachelor's degree, or equivalent work experience * Eight or more years of relevant experience Preferred Skills/Experience * Broad range of experience with governance and compliance through execution policy, procedures, and controls * Widespread knowledge and experiences with the ServiceNow platform, particularly the EAW and DPR modules * Knowledge of Enterprise Architecture functions and the services they provide * In-depth and breadth of expertise in product discipline including agile, product management and DevOps practices and values * Ability to resolve complex problems with minimal guidance * Ability to communicate with all parties involved in the portfolio of products (programmers, third party vendors, end users, etc.) * Effective interpersonal, verbal and written communication skills * Ability to work well with team-members and end user clients Location Expectations * This role requires working from a U.S. Bank location three (3) or more days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $133.4k-156.9k yearly 1d ago
  • VP, Sr Portfolio Manager - Private Asset-Backed Finance

    Gerber Life Insurance In Fremont, Michigan 4.0company rating

    Portfolio manager job in Cincinnati, OH

    Overview The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance (ABF) is responsible for developing, growing and managing a portfolio of Private ABF investments primarily for W&S insurance asset-liability management and surplus portfolios with the primary goals of income generation and capital preservation. The associate will partner with the public Securitized Fixed Income team with respect to both sector allocations and security selection. Responsibilities What you will do: Manages and prioritizes a pipeline of private ABF opportunities through a developed and approved business strategy. Manages all transactional aspects of the end-to-end process of negotiating, structuring and closing asset-based finance transactions Presents and reinforces the rationale for the investment to the Investment Committee Leads and participates in pitching, evaluating, structuring, executing, managing and closing all aspects of ABF transactions. Provides ABF execution expertise/guidance to other members of the investment team. Drives issuer engagement and originates opportunities. Develops and maintains relationships with external counterparties and internal partners. Identifies, researches and analyzes potential new asset classes. Drives effective monitoring and reporting of the private asset backed ABF portfolio. Liaises with Legal, Accounting, Operations, Compliance and Risk departments on various transactions Performs other duties as assigned. Complies with all policies and standards. Qualifications Bachelor's Degree Finance or quantitative related field - Required Master's Degree Finance or quantitative related field - Preferred Typically, 10+ years of experience in banking, investment banking, insurance, investment advisory and/or capital markets with specific experience structuring and executing private ABF transactions. - Required Proven experience in cashflow modeling and structuring across multiple ABF sectors. - Required Strong working experience with credit rating agencies and legal teams used in ABF financings and underwritings. - Required Experience across various ABF collateral types (commercial and consumer) - specifically structuring to achieve long-term capital efficiency for insurance clients. - Required Prior and successful experience generating collateral performance assumptions, evaluating credit risk and negotiating deal terms. - Required Strong public, 144a, 4a2, and loan deal execution performance history and credit underwriting skills. - Required Developed effective relationships and management skills within private asset backed sectors. - Required Demonstrated excellent in-person presentation skills, both oral and written. - Required Proven team player with the ability to be a leader and manager for the sector and team on multiple transactions at any one time. - Required Superior and proven organizational skills in order to handle multiple complex transactions simultaneously. - Required Demonstrated ability to successfully interact effectively with senior executives inside and outside our organization. - Required CFA - Preferred Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Associate must be able to travel via airplane Associate must be able to travel via car Routine and/or extended after hours work needed Travel Requirements: 5% travel We can recommend jobs specifically for you! Click here to get started.
    $137k-224k yearly est. Auto-Apply 21d ago
  • Portfolio Manager - Branch

    Standard Chartered 4.8company rating

    Portfolio manager job in Delhi Hills, OH

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: Sales & financial targets * Maximise sales performance to achieve portfolio and revenue targets of the branch through: * Liability products [Current /Savings /Term deposits] & Lockers * Investment services & Insurance * SME, Cards & Asset Accounts * Implement cross-sell programs for mortgage, cards and third-party products and improve product per customer * Provide support for new product launches, and champion new sales initiatives * Devise and implement a customer acquisition and retention program * Nurture and upgrade the existing customer portfolio to Excel Banking/ Priority banking * Ensure adherence to cost control measures * Managing the lobby of the branch, maintaining an ambience that would put customers at ease * Candidate is aware of bank's Mis-selling & Sales Policies and ensure adherence all the time. Customer service * Ensure all branch processes are followed as per laid down guidelines * Monitor CSS and Mystery Shopping ratings and ensure continuous improvement if below benchmark * Achieve good SQ audit ratings * Ensure PFM productivity is at optimum levels People management * Ensure branch staff work as a motivated and top performing sales and service team * Achieve high employee satisfaction and retention of good performers * Identify and address training needs of staff on an on-going basis Others * MIS reports and compliance on all Operations health documents like KCD/KRI/OPS manual * Ensure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, Know Your Customer and Money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer * Ownership of the Archival portfolio for the department / business. * Liaising with the external vendors and ensure Archival and Retrieval is carried out in a manner as stated in the policy document without exception. * Provide inputs to National Archival Manager on regular basis on status of Archival for each department / business. * Maintain MIS with regard to documents archived with due acknowledgement from the vendor for each of the file. * Perform regular KCS checks * Ensure that the vendors meet the TAT at all times with regard to retrieval. * Premises management in areas of merchandising, housekeeping as well as store management as an employee, you are responsible for working with the Bank to ensure a safe and healthy workplace for all. As part of the Health and Safety guidelines you should: * Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions. * Co-operate with Management to support and promote Health and safety in the workplace. * Ensure that your actions do not put others at risk. * Work in a healthy and safe manner. * Encourage others to work in a healthy and safe manner. * Report all accidents and incidents; and Bring to the attention of the management any hazard in the workplace As a manager you are also responsible for the health and safety aspects within your area of control. You need to ensure that: * Your employees are adequately trained and supervised to perform their tasks in a safe manner. * Your employees are free to raise any Health and safety issues and these issues are addressed appropriately. * The contractors working in your area or for you are working in a safe & healthy manner. Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Other Responsibilities * Motivating and guiding a team of front-office staff in order to achieve and exceed sales and service targets for the branch. Skills and Experience * Good in Systems/ Microsoft Office * Banking knowledge * Leadership skills * Strong Communication Skills * Customer Orientation * Sales Focus Qualifications * Graduate/ Post Graduate * At least 5-8 years of overall experience About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $102k-156k yearly est. 7d ago
  • Wealth and Investment Portfolio Manager III

    Huntington 4.4company rating

    Portfolio manager job in Cincinnati, OH

    Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications: Bachelors Degree 5 or more years of Investments/Analyst experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $91k-124k yearly est. Auto-Apply 56d ago
  • PCS Portfolio Manager

    Fifth Third Bank 4.6company rating

    Portfolio manager job in Cincinnati, OH

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. ABOUT THE ROLE: Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships. Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone, video and e-mail interactions. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. * Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size. * Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities, when applicable. * Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship. * Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management. * Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives. * Portfolio Management: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client. * Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordination of portfolio changes. * Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research. * Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios. * Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. * Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission. MINIMUM REQUIREMENTS: * Bachelor's degree; a major in Finance, Accounting, Economics, or Business Administration preferred. * Three or more years of professional experience; money management, investment research or financial services experience preferred. REQUIRED SKILLS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in: * Communication: Strong interpersonal, written and verbal communication skills, and presentation skills. * Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions. * Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies. * Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot. SKILLS FOR SUCCESS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to: * Client Experience: Delivers an exceptional client experience while achieving sales and retention goals. * Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs. * Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently. * Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you. PCS Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $90k-114k yearly est. Auto-Apply 20d ago
  • Maximo Asset Management Speicalist

    Insight Global

    Portfolio manager job in Brookville, OH

    We are seeking a Maximo Asset Management Specialist to assist with the integration and optimization of Maximo across its maintenance operations. This role will be responsible for managing asset data, improving maintenance strategies, and ensuring operational efficiency. The ideal candidate will have a strong background in asset management, preventative and corrective maintenance, and technical systems. Daily tasks include reviewing Maximo maintenance equipment task lists , verifying asset uploads, ensuring job plans and preventative maintenance tasks are in place, and maintaining accurate documentation. The specialist will also support training efforts, manage personnel records within Maximo, and collaborate across departments including engineering and site leadership. This is a hands-on role requiring a mechanically minded, organized, and self-motivated individual who can split time between office work and plant floor inspections to ensure data accuracy and system integrity. Will be 50% office based and 50% on the plant floor where the specialist will inspect equipment, verify asset tags, and cross-check task lists for accuracy. 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 2-3 years of IBM Maximo system experience (they are on 9.2, could be 7.6) - need to understand fundamentals of it Must come from manufacturing/warehouse where they have utilized Maximo for maintenance/PM plans and asset management Must have technical maintenance experience - asset management, preventative maintenance, tooling etc. Need to be comfortable owning the project, leading the Maximo expansion project efforts Strong communication skills - comfortable communicating with a variety of stakeholders Bachelor's degree is a plus
    $63k-123k yearly est. 14d ago
  • Manager, Asset Recovery

    Wright-Patt Credit Union 3.9company rating

    Portfolio manager job in Beavercreek, OH

    The Asset Recovery Manager will serve as a catalyst for improving efficiency and effectiveness within the asset recovery team by implementing new ideas and innovative recovery strategies. The Asset Recovery Manager is responsible for overseeing the day-to-day activities of the repossession and foreclosure processes and staff. Foreclosure process will include 2 nd mortgages serviced through the WPCU and 1 st mortgages serviced through my CU Mortgage. This position is accountable for analyzing loan delinquency/loss trends and implementing recovery methods to reduce the risk of loss to the Credit Union, thereby directly improving the value that may be returned to the members and partners of the cooperative. Supervisory Responsibilities: Interview and select candidates for openings, set goals for direct reports, assign tasks/duties, conduct on the job training developing the skills of direct reports while encouraging growth. Prepare disciplinary actions as appropriate, prepare and conduct performance reviews, make recommendations for salary adjustments, approve timecards for FTE's and other duties associated with managing a staff. Ensure assigned business units are operating efficiently and reliably, are in compliance with applicable laws, regulations, and rules, have appropriate operating controls to mitigate risk, and are performing at a high level. (20%) Update and monitor repossession and foreclosure policies, procedures and guidelines, partner quality control activities, and third-party vendor management. (20%) Maximization of recovery opportunities; obtaining compensation for assets offered at auction, seized by law enforcement including impounded assets, refunds of gap and other refundable service contracts, execution of total loss claims (skip claims), and pursuing the recovery of misrepresented collateral from dealers. (15%) Collaborate with legal collections to ensure timely application of legal remedies to mitigate potential losses to the credit union. Legal activities include but are not limited to Demand Letters and Breach of Contract on auto loans and the foreclosure process for 1 st and 2 nd (10%) Establish and maintain management reporting related to repossession and foreclosure programs to monitor the efficiency and effectiveness of processes and controls as well as to identify risks and trends. (10%) Maintain awareness of and adherence to the credit union compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks to deliver a consistent and high level of service within our servicing standards. (10%) Ensure efficient and professional resolution of escalated repossession and foreclosure questions or issues. (5%) Maintain and implement industry best practices and trends specific to repossession and foreclosure. (5%) Perform reviews of condition reports and invoices to ensure accuracy of collateral disposition and appropriate pricing of services rendered. (5%) Required Skills The Asset Recovery Manager must possess a high degree of working knowledge in collections and asset recovery. Prior experience especially associated with the collection of consumer loans is desired. The following are also required: A Bachelor's degree in Finance, Business Management, or related field is required. Candidates with non-business degrees may qualify with considerable experience in the primary areas of responsibility. A minimum of five years' experience in collections or asset recovery at a financial institution or other third-party collection company is required. A minimum of three years management or supervisory level experience with proven abilities of effectively leading a team. Demonstrated ability to analyze, reason, problem solve, and prioritize work independently. Demonstrated ability to analyze complex situations and solve problems and / or design recommendations to accomplish business and tactical goals. Possess all required NMLS, State, and Safe Act Licensing requirements as required for control purposes. Manager level written and verbal communication skills are required. Demonstrated intermediate knowledge with Microsoft Office products. Demonstrated ability and drive to implement new and innovative initiatives to improve efficiency, quality, and service levels.
    $58k-68k yearly est. 46d ago
  • Payments Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in Cincinnati, OH

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: · Payment Innovation (e.g., digital payments, wallets, etc.) · Card Issuing · Retail Bank Payments · Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: · Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. · Conduct operating model assessments (people, process, org) and client needs assessments. · Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals · Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. · Serve as a business architect during client engagements. · Participate in the development of best-in-class, reusable assets. · Participate in business development to originate new client opportunities. · Must be willing to travel up to 80% (Monday - Thursday) Here's What You Need: · 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery · 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: · Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models · Successful track record of performing operating model design, business process design, and system functional design. · Experience with vendor platforms enabling seamless delivery of payments products is preferred. · Ability to develop and manage relationships with client management. · Payments industry expertise in alternative/emerging payments · Understanding of end-to-end payments lifecycle · Business Architecture - Applied in solution planning, and requirements definition and analysis · Baseline understanding of the principles of technology · Requirements Analysis · Functional Design · Professional Skills Required: · Proven ability to work independently and as a team member · Proven ability to work creatively and analytically in a problem-solving environment · Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards) Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $100.5k-270.3k yearly 1d ago
  • Acquisition Management Portfolio Manager

    KBR 4.7company rating

    Portfolio manager job in Beavercreek, OH

    Title: Acquisition Management Portfolio Manager Belong. Connect. Grow. with KBR! KBR's National Security Solutions team provides high-end engineering and advanced technology solutions to our customers in the intelligence and national security communities. In this position, your work will have a profound impact on the country's most critical role - protecting our national security. Why Join Us? * Innovative Projects: KBR's work is at the forefront of engineering, logistics, operations, science, program management, mission IT and cybersecurity solutions. * Collaborative Environment: Be part of a dynamic team that thrives on collaboration and innovation, fostering a supportive and intellectually stimulating workplace. * Impactful Work: Your contributions will be pivotal in designing and optimizing defense systems that ensure national security and shape the future of space defense. Job Summary: The Acquisition Management Portfolio Manager reports to the Air Force Acquisition Operating Unit (AFA OU) Senior Director. The Manager leads a portfolio providing high-level acquisition management support, across the functional spectrum, to various system program offices in the Air Force Life Cycle Management Center. The portfolio generates approximately $10M in annual revenue and is comprised of a team of around 25 employees located in Dayton, OH. The manager sets goals, conducts business development activities to secure new projects, manages and executes projects, enforces policies, and oversees costs and financial activities. The position requires business acumen, leadership ability, customer relationship expertise, and strong analytical problem-solving abilities. Specific Responsibilities: * Oversee cost, schedule, performance execution for multiple projects to maximize value to existing customers. * Manage profit and loss, staffing, resource allocation and take measures to improve performance for the group. * Develop and execute growth plans to increase customer base, revenue, and profitability based upon customer needs, market conditions, resource availability, and AFA OU objectives. * Contribute to developing strategic plans for the $100M, 350-person AFA OU. * Collaborate with other organizations within KBR to leverage their capabilities to provide value to existing and new customers. * Develop strong relationships with functional leaders to ensure collaboration throughout the organization. Work Environment: * Location: Dayton, Ohio * Travel Requirements: Minimal 0-20% * Working Hours: Standard Required Qualifications: * Bachelor's degree in business / engineering / aerospace and 12+ years of experience in DoD acquisition community * Demonstrated ability to make decisions and develop plans based on a deep understanding of customer needs and data * Experience within last 7 years supporting Air Force Life Cycle Management Center (AFLCMC) * Proven experience collaborating with cross-functional teams * Active Secret clearance is required; * Excellent communication skills, superior knowledge of business functions, exceptional budgeting, and finance skills, and strong organizational and leadership skills Desired Qualifications: * Master's degree in business / engineering / aerospace and 15+ years of experience in DoD acquisition community * TS/SCI * Experience managing contracts supporting DoD customers * Demonstrated experience capturing new work and leading Proposal teams Ready to Make a Difference? If you're excited about making a significant impact in the field of space defense and working on projects that matter, we encourage you to apply and join our team at KBR. Let's shape the future together. KBR Benefits KBR offers a selection of competitive lifestyle benefits which could include 401K plan with company match, medical, dental, vision, life insurance, AD&D, flexible spending account, disability, paid time off, or flexible work schedule. We support career advancement through professional training and development. Belong, Connect and Grow at KBR At KBR, we are passionate about our people and our Zero Harm culture. These inform all that we do and are at the heart of our commitment to, and ongoing journey toward being a People First company. That commitment is central to our team of team's philosophy and fosters an environment where everyone can Belong, Connect and Grow. We Deliver - Together. KBR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity or expression, age, national origin, veteran status, genetic information, union status and/or beliefs, or any other characteristic protected by federal, state, or local law.
    $79k-139k yearly est. Auto-Apply 29d ago
  • Credit Portfolio Manager, Professional Services and Contractors - Institutional Client Group

    Us Bank 4.6company rating

    Portfolio manager job in Cincinnati, OH

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Partners with assigned Relationship Manager(s) to successfully manage ICG Credit PM 3 - Professional Services and Contractors credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs. Basic Qualifications * Bachelor's degree, or equivalent work experience * Five to seven years of commercial banking experience Preferred Skills/Experience * Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures * Strong relationship management and business development abilities, with thorough knowledge of credit products * Strong analytical and problem-solving skills * Ability to work effectively with individuals and groups across the company to manage customer relationships * Well-developed written communication and verbal presentation skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $105.4k-124k yearly 20d ago
  • Vice President & Senior Portfolio Manager

    Gerber Life Insurance In Fremont, Michigan 4.0company rating

    Portfolio manager job in Cincinnati, OH

    Overview Deliver high-touch wealth management services to new and existing clients. Partner with Wealth Planners to build, enhance, and execute a client acquisition strategy. Execute within the PCG investment paradigm that draws best thinking from all Fort Washington investment resources while delivering it to clients in a personalized fashion. Deliver repeatable investment processes in a scalable manner. Manage a variety of portfolios consisting of stocks, bonds, ETF's and mutual funds in order to meet investment goals. Develop and implement both a tactical and strategic investment plan to meet the client's long-term objectives. Invest the portfolio using securities of internal portfolio managers, ETF's, as well as externally and internally managed mutual funds. Monitor the individual portfolios regularly for proper asset allocation and diversification to ensure adherence to client's objectives and risk tolerance. Make adjustments as necessary in order to maximize return and preserve capital within the individual investment guidelines. Work with Private Client Group team members to build new relationships and assets under management. Work with Marketing to develop marketing and presentation materials that enhance the Wealth Management product and processes. Meet with potential clients to present and sell our Wealth Management services. Meet with existing clients on a regular basis to review investment goals, current needs and performance. Work with a client's tax advisors or attorneys to properly effectuate the portfolio. Independently make a broad range of critical decisions, escalating to senior executive-level associates only when appropriate. Responsibilities What you will do: Build a profitable book of business. Partner with Wealth Planners to build and execute a strategy to source new clients and expand assets under management for existing clients. Utilize investment performance that exceeds benchmarks in addition to adding new clients and expanding existing relationships to exceed profitability thresholds for each PM's book of business. Deliver a best-in-class experience that fits within the PCG model resulting in high client retention. Partner with entire team while fulfilling individual responsibilities. Participate and support dialogue between PCG portfolio managers and FWIA asset allocation team to formulate an optimal investment paradigm for PCG clients. Develop, implement and monitor a comprehensive investment strategies comprised of proprietary investment vehicles, third party mutual funds, ETFs, private investment vehicles, and other alternative investments. Maintain a clear understanding of the markets and the factors that affect them, including technical aspects of the markets. Research new and monitor existing securities within the portfolios in order to maximize performance and preserve capital. Make sure that we are in compliance with all internal and external rules and codes by working closely with our Compliance Department. Maintain the highest degree of fiduciary responsibility. Tailor communication to the level of your client's understanding. Simplify the complex. Work with a client's other advisors such as attorneys and accountants to develop comprehensive plan. Performs other duties as assigned. Complies with all policies and standards. Qualifications Bachelor's Degree Business or other related field. - Required Master's Degree MBA - Preferred Typically must have five-plus years track record of excellent investment management experience for individuals, business development, investment consulting or related field. - Required Highest Level of ethical standards. - Required Knowledge of securities markets and their behavior in various economic environments. - Required Strong understanding of the economy and factors influencing its behavior. - Required Skilled in the areas of portfolio construction and risk management. - Required Strong oral and written communication skills. - Required Understanding of internal systems and analytical software. - Required High degree of confidentiality. - Required Team player. - Required Proficient in word processing and spreadsheet applications. - Required Working knowledge of word processing, CRM (prospecting/client database management), presentation and spreadsheet application. - Required Chartered Financial Analyst (CFA) or Certified Financial Planner-CFP Board, or FINRA Series 65, or FINRA Series 66 Upon Hire - Required Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Associate must be able to travel via airplane Associate must be able to travel via car Routine and/or extended after hours work needed Travel Requirements: 10% travel Local for client appointments, some out of state travel for client appointments and conferences. We can recommend jobs specifically for you! Click here to get started.
    $137k-224k yearly est. Auto-Apply 13d ago
  • Portfolio Managers

    Standard Chartered 4.8company rating

    Portfolio manager job in Delhi Hills, OH

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * Motivating and guiding a team of front-office staff in order to achieve and exceed sales and service targets for the branch. Key Responsibilities Sales & Financial Targets * Maximise sales performance to achieve portfolio and revenue targets of the branch through: * Liability products [Current /Savings /Term deposits] & Lockers * Investment services & Insurance * SME, Cards & Asset Accounts * Implement cross-sell programs for mortgage, cards and third party products and improve product per customer * Provide support for new product launches, and champion new sales initiatives * Devise and implement a customer acquisition and retention program * Nurture and upgrade the existing customer portfolio to Excel Banking/ Priority banking * Ensure adherence to cost control measures * Managing the lobby of the branch, maintaining an ambience that would put customers at ease * He/She is aware of bank's Mis-selling & Sales Policies and ensure adherence all the times. Customer Service * Ensure all branch processes are followed as per laid down guidelines * Monitor CSS and Mystery Shopping ratings and ensure continuous improvement if below bench-mark * Achieve good SQ audit ratings * Ensure PFM productivity is at optimum levels People Management * Ensure branch staff work as a motivated and top performing sales and service team * Achieve high employee satisfaction and retention of good performers * Identify and address training needs of staff on an on-going basis Others * MIS reports and compliance on all Operations health documents like KCD/KRI/OPS manual * Ensure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, Know Your Customer and Money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer * Ownership of the Archival portfolio for the department / business. * Liaising with the external vendors and ensure Archival and Retrieval is carried out in a manner as stated in the policy document without exception. * Provide inputs to National Archival Manager on regular basis on status of Archival for each department / business. * Maintain MIS with regard to documents archived with due acknowledgement from the vendor for each of the file. * Perform regular KCS checks * Ensure that the vendors meet the TAT at all times with regard to retrieval. * Premises management in areas of merchandising, housekeeping as well as store management as an employee, you are responsible for working with the Bank to ensure a safe and healthy workplace for all. As part of the Health and Safety guidelines you should: * Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions; * Co-operate with Management to support and promote Health and safety in the workplace; * Ensure that your actions do not put others at risk; * Work in a healthy and safe manner; * Encourage others to work in a healthy and safe manner; * Report all accidents and incidents; and Bring to the attention of the management any hazard in the workplace * As a manager you are also responsible for the health and safety aspects within your area of control. You need to ensure that: * Your employees are adequately trained and supervised to perform their tasks in a safe manner. * Your employees are free to raise any Health and safety issues and these issues are addressed appropriately. * The contractors working in your area or for you are working in a safe & healthy manner. Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Other Responsibilities * Motivating and guiding a team of front-office staff in order to achieve and exceed sales and service targets for the branch. Skills and Experience * Good in Systems/ Microsoft Office * At least 5-8 years of overall experience * Banking knowledge * Leadership Skills * Strong Communication Skills * Customer Orientation Skills * Sales Focus Qualifications * Graduate/ Post Graduate About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $102k-156k yearly est. 8d ago
  • PCS Portfolio Manager

    Fifth Third Bank, N.A 4.6company rating

    Portfolio manager job in Cincinnati, OH

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. ABOUT THE ROLE: Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships . Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone , video and e-mail interactions. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. + Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size. + Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities , when applicable. + Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship. + Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management. + Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust , IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives . + Portfolio Management: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client. + Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordinat ion of portfolio changes. + Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research. + Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios. + Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. + Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission. MINIMUM REQUIREMENTS: + Bachelor's degree ; a major in Finance, Accounting, Economics, or Business Administration preferred. + Three or more years of professional experience ; money management, investment research or financial services experience preferred. REQUIRED SKILLS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in: + Communication: Strong interpersonal, written and verbal communication skills, and presentation skills. + Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions. + Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies. + Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint , and CoPilot . SKILLS FOR SUCCESS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to: + Client Experience: Delivers an exceptional client experience while achieving sales and retention goals. + Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs. + Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently. + Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you. PCS Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $90k-114k yearly est. 20d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Kettering, OH?

The average portfolio manager in Kettering, OH earns between $57,000 and $179,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Kettering, OH

$101,000

What are the biggest employers of Portfolio Managers in Kettering, OH?

The biggest employers of Portfolio Managers in Kettering, OH are:
  1. KBR
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