Portfolio manager jobs in Kirkland, WA

Are you looking for that next big Finance opportunity? Want to directly influence the future of some of the most successful products in cloud computing? Come join Amazon Web Services (AWS) Finance as AWS Finance Manager. Amazon Web Services (AWS) is a highly reliable, scalable, low-cost infrastructure platform in the cloud that powers hundreds of thousands of enterprise, government and start-up business and organizations in over 190 countries around the world. Launched in 2006, Amazon Web Services officially began offering developer customers access to web services - now widely known as cloud computing - based on Amazon's own back-end technology platform. On the AWS Finance team you will be surrounded by people that are exceptionally talented, bright, and driven, and believe that world class support is critical to customer success. AWS Finance seeks a Finance Manager to support Just Walk Out (JWO), an exciting and growing service within the AWS Applied AI Solutions portfolio. This role offers direct business partnership support and will work closely with senior finance management and key business partners to drive product/service pricing, cost forecasting and optimization, financial planning, decision support, and controllership. Key job responsibilities As a Finance Manager, you will work directly with business leaders to identify opportunities and develop business cases. Job responsibilities include, but are not limited to: • Leading and influencing strategic financial decisions to drive long-term growth and profitability including evaluating pricing strategies and investments in new services and features • Critical owner of P&L components, requiring direct partnership with Product, Engineering, Operations, and Sales to assess financial implications of initiatives to accelerate revenue growth, improve profitability, and improve free cash flow • Influencing private pricing structures to enable top line growth while ensuring controllership and margin protection • Managing projects that significantly impact the business including partnering with engineering teams to identify and implement infrastructure cost optimizations • Leading the OP1/OP2 and R&O planning processes including continuously evolving the forecasting approach to align with changing business needs and clearly presenting business drivers and narratives to senior leadership • Contribute with deep-dive analyses and insights in Weekly, Quarterly and Monthly Business Reviews BASIC QUALIFICATIONS- 5+ years of tax, finance or a related analytical field experience - Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science) PREFERRED QUALIFICATIONS- 6+ years of solving complex business challenges by delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits) experience - 6+ years of identifying incomplete or inaccurate data, identifying the root cause and creating/implementing an escalation plan experience - Experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results - MBA, or CPA - Knowledge of SQL/ETL - 6+ years of applying key financial performance indicators (KPIs) to analyses experience - 6+ years of building financial and operational reports/data sets that inform business decision-making experience - 6+ years of creating process improvements with automation and analysis experience - 6+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $85,900/year in our lowest geographic market up to $179,500/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************** This position will remain posted until filled. Applicants should apply via our internal or external career site.

The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly with Account officers. Essential Job Functions Responsible for the credit and monitoring of portfolio risks Working directly with account officers and team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers. Conducts preliminary evaluation and underwriting of loan proposals terms sheets. Contribute to the Team's overall meeting and/or exceeding the assigned volume/production goals Identify and recommend changes and enhancements to the Bank's lending policies and procedures to best serve the current market needs Responsible for the full cycle of loan requests process. Provide financial analysis, obtain data to prepare a term sheet, and write proposals to expand the lending business. Requests all third party appraisals, environmental reports, and ensures all are within compliance. Identify areas of concern pertaining to a loan and discuss with Account officers Primary liaison with the Credit Department on loans submitted, prepare risk rating change proposal and facilitate the loan approval. Primary contact for coordinating information between client and internal departments in the loan process. Responsible for communication and finalizing loan closing. Responsible for overseeing renewals, document tickler and covenant tracking of loans. Monitor loan documentation exception reports and follow-up to clear up document exceptions in a timely manner. Monitor financial statement exception reports and follow-up to clear up financial statement exceptions in a timely manner. Works closely with Account Officers to manage maturing and re-price loans and identify new business opportunities. Troubleshoot, report, and manage activity on delinquent accounts at the various intervals Generate and provide requested reports as necessary on Team's loan portfolio Participate in team sales calls and attend external events and activities in a business development role. Qualifications/Requirements Minimum of five (5) years of experience working in a Banking environment with emphasis on credit area required. Prior working experience with loan underwriting is required. Formal credit training is required. Ability to analyze financial and project statement, corporate and personal tax returns. Understanding of basic loan structure processes and regulations associated with lending Strong understanding of loan documentation criteria Excellent verbal and written communication skills; Proficiency with Microsoft Office Suite (Word, Excel, Powerpoint) Excellent interpersonal, customer relations and sales skills Ability to demonstrate being a self-starter, well-organized, detail-oriented Strong team work ethics is required Ability to converse and exchange information with all levels of staff within organization. Ability to observe, perceive, identify, and translate data Ability to work well independently and in a fast-paced environment Travel within the local market may be necessary

Cercano Management LLC (“Cercano”) is a SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as a family foundation. Cercano is based in Bellevue, WA, with offices in Minneapolis, MN, and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis and across multi-billion-dollar portfolios. Cercano offers services for all aspects of a client's assets or family office. The team also has experience working with clients who have significant investments in non-financial assets on a global scale, such as fine art, professional sports teams, entertainment properties, intellectual property, commercial real estate, farmland, and personal residential estates. POSITION MISSION Cercano Management is seeking a Portfolio Manager/Investment Analyst to play a key role on the Cercano Investment Management team, with a primary focus on public equity investments in the multiple sectors. In this role, the Portfolio Manager will be an important member of the Investment Management team originating, evaluating and recommending investment ideas for the portfolio. The team is committed to providing superior long-term investment performance driven by exceptional research and security selection with a long-term fundamental focus. Overall, there is a strong emphasis on risk-adjusted returns. Specific responsibilities include building and maintaining detailed financial models, thoughtful valuation work, regular interaction with management teams and industry experts and creating meaningful investment reports. The successful candidate will be able to provide a differentiated view, identify change in covered companies and sub-sectors and reach fact-based conclusions within a risk/reward framework. Candidates for the position should exhibit a passion for continual learning and the study of financial markets. The candidate should demonstrate the ability to balance being action oriented with stability and having the conviction to know which path to advocate. Above all, the candidate must be a team player who is collaborative and accessible. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES Generate strong, insightful investment ideas based on independent research Ability to conduct face-to-face interviews with executive management teams, suppliers, and customers and conduct industry and competitive due diligence Collect and synthesize investment data on a macro and micro level while developing appropriate analytical processes to track and recommend changes to Portfolio Manager and CIO Understand thoroughly the dynamic consumer environment at a macro and micro level and be able to share economic and behavioral consumer data with the broader investments teams Support opportunities to early-stage venture capital and private-equity investments Utilize fundamental and/or technical research to arrive at sound and timely investment decisions Demonstrate honesty, responsibility, integrity, and fulfillment of commitments Ability to clearly communicate both in written form and verbally Geographic presence in Seattle is strongly preferred. Full relocation services would be offered You will bring to the role: The candidate should have relevant educational and work experience in buy-side and/or sell-side research, and investment banking in a variety of sectors. Additionally, the candidate should have demonstrated excellent analytical skills, a strong grounding in economic fundamentals and the ability to effectively communicate ideas. Most importantly, the individual should be intellectually curious, and engender a strong sense of commitment and integrity. Knowledge, experience, skill, and/or ability Excellent analytical skills including financial modeling and independent research Knowledge and understanding of investment valuation methodologies Experience with investment due diligence processes Strong communication skills (writing, verbal, and presentations) Computer skills MS Office (Word, Excel, Outlook) Advanced Excel skills Proficient with Bloomberg Knowledgeable with Power BI or similar business intelligence platforms Education/experience/certifications Strong academic credentials, including a bachelor's degree. Advanced degree(s) or CFA charter holders will be given favorable consideration. 1-5 years' experience with researching, collection and analyzing information related to a variety of sectors to help investment managers to make effective and profitable decisions on behalf of clients while building a profitable investment portfolio . SALARY RANGE: $150,000 - $216,000 on annual basis SALARY DETAILS: Pay will be based on multiple factors, including, and not limited to location, relevant experience/level and skillset while balancing internal equity. Our discretionary bonus program is in addition to the base compensation range listed above. Cercano is committed to fair, unbiased compensation along with competitive benefits in all locations in which we operate. TOTAL REWARDS: Cercano offers a comprehensive benefits package including medical, dental and vision insurance, Health Savings Account with generous annual employer contribution, Flexible Spending Accounts for health and dependent care, vacation and sick time off, paid holidays, paid parental leave, and the opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, company paid life insurance, and a Health and Wellness Benefit. Employees are also eligible for reimbursement for approved professional development activities. Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.

Job Description Our company focuses on the strategic acquisition and management of multifamily properties within the vibrant Puget Sound region. We are seeking a results-driven, highly organized real estate management professional to join our team as a Property Portfolio Supervisor. The ideal candidate will thrive in collaborative environments, possess a forward-thinking mindset, and demonstrate exceptional problem-solving skills. We offer a dynamic, inclusive culture that values innovative thinking, recognizes hard work, and supports professional growth. If you are committed to excellence and ready to take your career to the next level, we want to hear from you. Key Qualifications: Proven ability to critically analyze complex issues, devise effective solutions, and communicate these insights clearly and persuasively to diverse stakeholders. A minimum of 3 years' experience in the multifamily real estate sector, with a solid track record of success in property management and operations. Demonstrated leadership experience, with at least 3 years in a management role, overseeing teams and driving operational success in a fast-paced environment. Expertise in utilizing Microsoft Office Suite and other internet-based property management platforms, with a keen ability to leverage technology for operational efficiency. Exceptional organizational acumen, with a meticulous attention to detail and the ability to manage multiple priorities in a high-pressure environment. Highly dependable and responsible, with a strong sense of accountability and commitment to maintaining a high standard of work. Strong problem-solving capabilities, with the ability to remain composed and decisive in the face of challenges. Superior interpersonal and communication skills, with the ability to build and maintain positive relationships with residents, staff, and external partners. Core Responsibilities: Take the lead in overseeing the operational performance of a select portfolio of properties, ensuring optimal management and efficient execution of day-to-day activities. Supervise, recruit, and provide ongoing training and development for on-site personnel to maintain a high standard of operational excellence. Develop and enforce strategies for managing delinquency, overseeing the collections process, and coordinating eviction proceedings when necessary. Conduct in-depth, periodic inspections of assigned properties to ensure compliance with internal standards and identify areas for operational improvement. Take a proactive role in formulating and reviewing the annual budget for the portfolio, closely monitoring the financial performance through regular analysis of Profit & Loss statements. Address and resolve escalated tenant issues with professionalism and diplomacy, ensuring high levels of resident satisfaction and retention. Maintain a robust after-hours support system, providing assistance during emergencies and ensuring seamless coordination between maintenance teams and on-site staff. Analyze and conduct regular competitive market surveys to assess market conditions and ensure the portfolio remains competitive in terms of pricing, amenities, and overall value. Ensure full compliance with all applicable fair housing laws, landlord/tenant regulations, and organizational policies, mitigating risk and safeguarding company interests. Oversee payroll management for on-site staff, verifying and ensuring the accuracy of payroll submissions before processing. Benefits for Full-Time Employees: Comprehensive Health Coverage: Access to Medical, Dental, and Vision plans. Retirement Savings: Eligible for 401(k) enrollment after one year of service. Paid Holidays: Enjoy designated paid holidays. Paid Vacation: Receive 5 paid vacation days after one year of service. Paid Sick Leave: All employees accrue paid sick time in accordance with State/City laws. We invite motivated, forward-thinking professionals who are eager to make a tangible impact to join our growing organization. If you're ready to take your career to the next level, we want to hear from you. M-F 8:30AM-4:30PM In office position

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose. When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. GEICO is seeking an enthusiastic and self-motivated Staff Engineer, Cybersecurity Operations and Portfolio Management to join the growing Cybersecurity team. As a Cybersecurity Ops Portfolio Manager at GEICO, you will lead and oversee the planning, execution, and management of technology programs and projects - collaborating with cross-functional teams, partners, and stakeholders to ensure the successful delivery of cybersecurity programs and solution that consistently enhance the security and align to business goals. Position Responsibilities * Strategic Portfolio Oversight: Develop, maintain, and evolve the framework for managing the cybersecurity portfolio. Ensure tight alignment between portfolio investments and strategic objectives. * Performance Monitoring & Reporting: Establish and track key performance indicators (KPIs) for the portfolio's health, value delivery, and risk. Develop and present insightful reports and dashboards to senior leadership, ensuring alignment to organizational and company goals. * Risk & Dependency Management: Proactively identify, assess, and manage risks and dependencies across the portfolio. Develop mitigation strategies and escalate critical issues as needed. * Financial Management: Provide oversight of portfolio budgets, track financial performance, and support ROI analysis for proposed and ongoing initiatives. * Governance & Process Improvement: Define, implement, and continuously improve portfolio management processes, standards, and governance structures to enhance efficiency and effectiveness. * Stakeholder Management: Engage and communicate effectively with senior leaders, project managers, tech and product owners, and other key stakeholders regarding portfolio status, decisions, and performance. Qualifications: * Proven experience managing complex portfolios of projects or products, including prioritization, resource allocation, risk management, and performance tracking. * Demonstrated ability to operate strategically and influence senior-level leadership and key stakeholders. * Strong financial acumen and experience with budget management and ROI analysis within a portfolio context. * Exceptional analytical, quantitative, and problem-solving skills. * Excellent written and verbal communication skills, including the ability to synthesize complex information and create compelling executive-level presentations. * Strong organizational skills, attention to details, and the ability to manage multiple priorities in a fast-paced environment. * Familiar with NIST, ISO, NYDFS, PCI, FFIEC, NAIC and other relevant regulations and standards. Experience: * 5+ years of experience in Cybersecurity in insurance industry or related field (finance, or other highly regulated industries) * 7+ years of experience in technology portfolio, program, and project management * 7+ years of experience with agile development, strategic planning * 5+ years of experience in stakeholder or partner management. Education: * Bachelor's degree or equivalent practical experience Preferred Experience & Certifications * Project Management Certifications: SAFe Program Consultant (SPC), PMI-PMP, AI Product Manager (e.g., from DeepLearning.AI), or Responsible AI certifications. * Cybersecurity Certifications: CISSP, CISM, CISA, GIAC or related information security certifications * Familiarity with enterprise AI platforms (Azure OpenAI, etc.) * Familiarity with GenAI and AI agents in enterprise use cases Annual Salary $110,000.00 - $230,000.00 The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. At this time, GEICO will not sponsor a new applicant for employment authorization for this position. The GEICO Pledge: Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs. We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives. Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels. Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers. Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future. * Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being. * Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance. * Access to additional benefits like mental healthcare as well as fertility and adoption assistance. * Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.

Meta designs, builds, leases, and operates the most innovative and efficient data centers in the world. Locating, developing and managing this data center infrastructure the "right" way is synonymous with ensuring high uptime, capacity availability, flexibility and capital and operational cost efficiency. Meta is seeking an experienced, organized, and collaborative Leasing Portfolio Manager to join the Data Center team. The Leasing Portfolio Manager is responsible for overseeing the end-to-end management and administration of Meta's leased and colocated data center portfolio. This role ensures the accuracy of rent rolls, compliance with audit requirements, effective lease negotiations, and seamless cross-functional communication. The Portfolio Manager acts as a key escalation point for both internal teams and landlords, driving process improvements and maintaining robust reporting and documentation standards.The Leasing Portfolio Manager has extensive experience abstracting and administering complex lease agreements and has a keen capacity to think both strategically and analytically. They have enhanced project management and communication skills and are able to closely communicate with cross-functional teams during the build-out and commissioning of data center leased facilities to ensure compliance with executed lease terms. **Required Skills:** Site Development Leasing Portfolio Manager Responsibilities: 1. Facilitate communications and partnerships throughout the lease execution and administration process, including capacity planning, site selection managers, energy teams, data center design, construction, network engineering, legal, policy, communications, and finance, to align on the administration of executed leases 2. Develop ideas for improving portfolio management metrics and tracking mechanisms 3. Thoroughly and accurately review monthly rent roll and supplemental rent roll to provide approval for payment 4. Lead and coordinate audits and adapt to fluctuating audit volumes as new leases are executed 5. Negotiate and unblock Operations and Retrofit Projects to ensure teams can effectively meet business needs. This involves negotiating new lease terms, incorporating additional use cases, and securing necessary approvals 6. Support the Leasing Site Selection team during due diligence by reviewing and providing feedback for rent schedules and new lease drafts 7. Managing and communicating critical dates, milestones, and relevant terms of leased portfolio with partner teams, and developing and implementing improved notification processes 8. Serve as the primary escalation point for lease-related questions and issues from partner teams 9. Serve as a point of escalation to address operational issues raised by landlord for leased data centers 10. analyze critical issues, review lease terms, and coordinate with landlord to resolve problems 11. Ensure accurate abstraction of all leases and manage lease compliance 12. Review Service Level Agreement violations with Facilities Operations and facilitate appropriate remediation actions **Minimum Qualifications:** Minimum Qualifications: 13. Bachelor's degree in Business, paralegal studies, or technical discipline 14. Experience in leased data center administration, commercial real estate leasing, portfolio management, accounting, finance, logistics planning, contract management, and/or development of data centers or other large-scale or mission critical capital programs 15. Experience managing multiple projects and successfully collaborating and communicating with internal staff, consultants, vendors, and external stakeholders 16. Analytical, creative thinking and communications skills with proven experience to effectively distill and communicate complex commercial, market and contractual details to all organizational levels 17. Familiarity with lease administration systems (e.g., CoStar) and audit processes 18. Ability to manage multiple priorities and adapt to changing business needs 19. 5+ years of experience in commercial lease administration or contract management **Preferred Qualifications:** Preferred Qualifications: 20. Advanced technical degree, law degree, or MBA 21. Experience in hyperscale data center lease administration **Public Compensation:** $126,000/year to $179,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.

Regional Portfolio Manager - Multi-Family Properties Seattle, WA Join an esteemed Real Estate Investor and Operator as a Regional Portfolio Manager and become an integral part of their dynamic team! With a robust portfolio exceeding several billion in value, they are looking for an experienced professional to ensure the optimal performance of our commercial and multi-family properties. The ideal candidate will possess over five years of experience in multi-family real estate, strong financial acumen, and team management skills. In this role, you'll initially oversee 6-10 properties' operations, tenant experience, and financial performance, collaborating closely with the Director of Property Management. With the firm's stellar industry reputation and diverse portfolio, you'll find ample opportunities for growth and advancement as the team is active and growing. Are you looking for an opportunity where you can be strategic, look ahead and implement plans for your portfolio? Then this could be the role for you! Portfolio Manager Responsibilities: Develops the annual budget(s) for their assigned communities and oversees attainment of budgeted goals by analyzing and evaluating financial performance, reconciling monthly statements against approved budget. Ensures that individual communities meet the established operational, financial, and business performance goals by inspecting properties, reviewing financials, market, and operational reports, and developing and implementing appropriate action plans to achieve results. Provides leadership to the team of Property Managers by interviewing, hiring, and training team members. Oversees and responsible for appropriate and adequate staffing at each community and supervises the talent acquisition, development, and management of community team members. Promotes company satisfaction through timely reporting and ongoing communication about the performance of the properties. Reviews, analyzes, and interprets market data to identify emerging trends that may impact the performance of the portfolio, and works with the Asset Managers, Property Managers, and others to develop and implement market plans that drive occupancy and revenue growth. Ensures that the appearance and physical aspects of the properties meet the established standards through routine site and safety inspections. Coordinates work activities and services from vendors, consultants, and other contractors as needed by researching and identifying needs, negotiating contracts, monitoring progress, processing invoices, and ensuring open communication between consultants and project team members. Inspects the properties on a regular basis for safety hazards, property damage, and needed repairs by maintenance staff. Follows up on repairs to verify completion and compliance with property insurance companies, OSHA, government agencies, safety policies and risk management procedures. Adhere to the branding guide to maintain brand integrity across community and property management platforms. Collaborate with the Director to assess changes in the rental market through analysis of traffic and rental records. Supervise maintenance programs that encompass interior and exterior conditions and appearance of properties. Reviews and monitors the completion of all capital projects approved in the annual business plan. Regional Portfolio Manager Qualifications: 5+ years' experience in Multi-family Property Management. Minimum 4 years in a Supervisory Role. 5+ years managing multiple sites. Bachelors Degree in real estate, accounting, finance or related field preferred. Solid experience creating and managing a budget and producing monthly, quarterly and yearly variance reports. ARM, CPM, CAM designation preferred. WA Real Estate license desired. Working knowledge of Yardi software. Competent in MS Office and relevant databases and software. Well organized with excellent time management skills. Company Benefits: Medical, Dental, Vision, and Life Insurance Generous PTO and paid holidays 401K and potential for bonuses/profit sharing Excellent opportunities for advancement, continued learning, and more! Compensation: $130K - $150K + bonus

About Team / Role WEX Venture Capital is the global venture capital arm of WEX Inc., a global financial technology company that provides payment processing, information management, and fleet card payment solutions to businesses of all sizes, including over 19 million commercial vehicles. The mission of WEX Venture Capital is to position WEX to succeed in the most compelling emerging areas around our business, across mobility and B2B payments. We invest in startups with new technology and business models and then create new partnerships with WEX that pull WEX into new areas, while using our scale to accelerate the success of the companies we support. We are seeking a full-time Portfolio Operations Manager, WEX Venture Capital. The ideal candidate is highly motivated to drive portfolio support and fund operations so we can maximize the value we can create for our portfolio companies. We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry. How you'll make an impact * Create an innovative playbook for how to translate WEX's technology, global customer base and channel partnerships into strategic value for new and existing portfolio companies * Drive strategic partnerships and integrations for WEX's portfolio companies across WEX, from scoping through implementation and measurement * Communicate progress about WEX's portfolio companies to WEX's global employee base to generate new product and commercial opportunities that can help our portfolio companies grow * Craft partnerships and awareness of WEX Venture Capital within the electric mobility and fleet software ecosystems, including with venture capitalists, startups, accelerators, and incubators * Collaborate cross-functionally to support WEX's commercial and product teams with ongoing partnership efforts * Analyze performance for WEX's investments to drive decision-making and reporting * Assist in creating and presenting reporting memos and decks for WEX's executive leadership team and board of directors * Develop a vision for how to support the continued growth and success of our portfolio companies beyond WEX Experience you'll bring * Bachelor's Degree with 10+ years of experience in venture capital platform or operations roles, VC/accelerator program management, or sales, operations, or community roles at a high-growth startup. * High autonomy (we are a small but mighty team) with a track record of ideating and executing cross-functional projects and partnerships across a global, matrixed organization * Superior organizational, relationship-building, and communication skills with the ability to prepare executive-facing materials and work with stakeholders across WEX and our portfolio companies * Experience in managing multiple tasks under timelines with shifting priorities * Deep interest in both the climate technology industry and the venture-backed startup ecosystem * Entrepreneurial mindset and passion for building alongside founders, up for the challenge of helping them collaborate with a global organization You should expect * A collaborative and intellectually-stimulating working environment * The opportunity to engage with various stakeholders across the business * Mentorship from leaders across WEX, including: venture capital, corporate development, finance, strategy, product, marketing, general managers, executive leadership, and sales teams across the US and Europe The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section. Pay Range: $113,000.00 - $150,000.00

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager I supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial, CRE or Middle Market) providing quality underwriting, sound portfolio management and superior client service. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures Completes industry research, as needed, supporting existing and new Customers to the Bank Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation. Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool) Guides the loan request through the Credit Approval Process and insures that structure meets the needs of the client and the operating objectives of the Bank Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures Monitors and services the large commercial loan portfolios of the supported Commercial Bankers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available. Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.) Undertakes special projects related to job function as determined by Credit Administration Leadership Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans. As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations. Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace. Stays abreast of products and services the Bank is providing. Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws. Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES Excellent interpersonal skills Proficient in Microsoft Excel and Word Strong organization skills High attention to detail Cooperative and willing to assist coworkers and customers on a regular basis Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others Possesses multi-tasking skills and be able to function well under pressure Ability to remain composed under pressure and respond to customer and coworker concerns regularly Patience and willingness to help others in solving problems while maintaining a positive attitude Qualifications, Education, and Certification Requirements Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience Experience: Minimum of 2-4 years' experience in credit analysis, commercial banking, business banking and/or portfolio management. Familiarity with loan structuring and loan documentation is preferred. Certifications/Specific Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching. WORK ENVIRONMENT Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. Travel may be required to come to meetings as needed. Equal Opportunity Employer, including disabled/veterans.

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment. The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans. POSITION SUMMARY The primary responsibility of the Vice President, Portfolio Manager (“PM”) is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry and company research. The PM will communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm's growth through business development efforts. PRIMARY RESPONSIBILITIES Manage portfolios to achieve client objectives Make and implement investment decisions Maintain asset allocations within client guidelines and department policies Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites Lead or assist in internally managed strategies and asset allocation Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department Meet with clients on a regular basis Communicate with and make presentations to clients, prospects and referral sources Participate in Business Development initiatives to achieve established goals for new revenues Work with Client Administrators on shared accounts DESIRED SKILLS/EXPERIENCE Bachelor's degree from an accredited 4-year university MBA from top-tier business school, preferred not essential CFA designation preferred not essential 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash Strong investment research experience Investment experience with alternative assets a plus Strong communication, client relationship and business development skills as well as an entrepreneurial spirit Superior ability to identify and build relationships with qualified prospects PERSONAL CHARACTERISTICS Strong people skills Client service focus Effective verbal and written communication skills High integrity with a diligent work ethic Team/people oriented Highly organized with good time management skills Meticulous attention to detail Valid driver's license and the ability to travel by airplane COMPENSATION A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match. Base salary range: $150,000 - $200,000.

**UW Medicine Supply Chain Management** has an outstanding opportunity for a **Capital Portfolio Manager.** **WORK SCHEDULE** 100% FTE, Days Hybrid telework 2 days per week This position requires building close working relationships with clinical leaders; Onsite work at Harborview, UW Medical Center-Montlake and UW Medical Center-Northwest will be important to success in this position **POSITION HIGHLIGHTS** + Own, establish and run the first capital equipment purchasing program for UW Medicine hospitals + Have autonomy to develop a new program with the support and guidance to be successful + Bring your builder mindset to creatively solve new and undefined problems + Unleash your skills as an aggressive negotiator to get the best deal + Work with an award-winning team: UW Medicine Supply Chain Management won Husky Sustainability and Stryker Sustainability Solutions Healthy Hospital Platinum and Gold Awards for spearheading a single-use device reprocessing program which has diverted 355 tons of waste from landfills, recycled over $50,000 in precious metals, and achieved $1M in annual growth, totaling $28M in cost savings since 2018 **DEPARTMENT DESCRIPTION** UW Medicine Supply Chain Management's objective is to ensure our patient care experience is enhanced by delivering a robust foundation of services, operational and technical support, and the sharing of comprehensive, relevant, and highly specialized supply chain management expertise. **PRIMARY JOB RESPONSIBILITIES** + Work closely with finance directors and site leads across UW Medicine hospitals to assert a point-of-view on capital equipment planning and facilitate purchasing between hospital subject matter experts and external vendors + Leads vendor negotiating strategy and monitors supplier contracts to standardize processes, identify opportunities for improvements to utilization, cost savings, and management of equipment lifecycles + Coordinates recurring system capital equipment value analysis with finance, site leads, administrators, project managers, department heads, and others as appropriate + Ongoing financial analysis and modeling of total capital equipment acquisition costs **REQUIREMENTS** + Bachelor's degree in related field and four years of experience in supply chain management, contracting, procurement, and/or value analysis + Expertise in negotiating and/or administering capital equipment procurement contracts, purchasing programs + Equivalent combination of education and experience may substitute for the stated requirements **Compensation, Benefits and Position Details** **Pay Range Minimum:** $99,996.00 annual **Pay Range Maximum:** $140,004.00 annual **Other Compensation:** - **Benefits:** For information about benefits for this position, visit ****************************************************** **Shift:** First Shift (United States of America) **Temporary or Regular?** This is a regular position **FTE (Full-Time Equivalent):** 100.00% **Union/Bargaining Unit:** Not Applicable **About the UW** Working at the University of Washington provides a unique opportunity to change lives - on our campuses, in our state and around the world. UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty. **Our Commitment** The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81 (*********************************************************************************************************************** . To request disability accommodation in the application process, contact the Disability Services Office at ************ or ********** . Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law (********************************************************* . University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.

Skip to main content * Home * Career Opportunities * About Us * Who We Are * Why Chempoint * Applicant Status Search by Keyword Search by Location Clear * Home * Career Opportunities * About Us * Who We Are * Why Chempoint * Applicant Status View Profile Search by Keyword Search by Location Show More Options Loading... Function All Title All Country/Region All City All State All Zip All Clear Select how often (in days) to receive an alert: Create Alert × Select how often (in days) to receive an alert: Apply now " Title: Product Portfolio Manager Location: Bellevue, WA, US, 98004 Company Name: ChemPoint LLC Requisition ID: 34093 We value passion, energy, and enthusiasm to ignite transformation in our industry. Start your career journey with ChemPoint! Be part of our team that is transforming the chemical, ingredient, and industrial finished products industry. Primary Purpose: The primary responsibility of the Product Manager is to manage, optimize, and grow ChemPoint product lines in accordance with supplier investment and objectives and ChemPoint's strategic aims. What you will do: * Acts as liaison and primary ChemPoint contact for suppliers; understands and leverage supplier partnership opportunities while packaging and presenting sales data to set and manage supplier expectations. * Analyzes sales results, leads and opportunities information pertaining to product lines and provides direction to marketing team for campaign strategy. * Builds product line plans and coordinates internal strategies for product lines that incorporate supplier and internal objectives and ensures alignment by effectively implementing & monitoring sales execution, providing product line training and offering first line support on pricing issues. * Works with Demand Planning and Supply Chain teams, using knowledge of the customer-base and industry to plan monthly/yearly projections for what will be sold and what will need to be bought to service the customer-base. * Collaborates with Market Developers on the learnings and results of all demand generation activities (phone activities, supplier leads, web leads, etc.) * Mentor interns by providing projects and tasks to assist relevant business area * Aligns behavior and actions with ChemPoint culture by showing up with energy, promoting and adapting to change, initiating and promoting innovation, leading with courage, and having fun. * Shows interest in industry and global trends Ongoing * Demonstrates job competencies and remains accountable for performance in area of responsibility. Ongoing * Performs other related duties as required or requested. What you will need: * Bachelor's degree from fully accredited four-year institution or equivalent work experience required * Experience in business to business sales organization, preferably as a Market Developer, or 5+ equivalent technical sales experience * Experience and strong knowledge of using PC and Windows OS * Knowledge and experience working with MS Office Suite, with strong Excel skills * Consultative selling skills * Exhibits some versatility when interacting with customers, suppliers, and outsourced relationships * Effectively conveys ideas and concepts via multiple modes of communication, including excellent telephone skills * Knowledge of ChemPoint products & services and the industries we serve * Problem-solving and negotiation • Customer and territory management * Knowledge of pricing and marketing strategy * Expereince with CRM systems, Microsoft Dynamics preferred It takes people like you and a global network of employees across North America and EMEA to build a company where the best people want to work. As a valued ChemPoint employee, your role is to be fanatical about every customer and supplier interaction. We are committed to a diverse workforce and a culture of inclusion. Together, we are building a culture where we respect one another as peers and that acknowledges the unique experiences, perspectives and expertise of individuals and provides the development and growth opportunities to empower us to redefine our industry. ChemPoint is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against based on their race, gender, sexual orientation, gender identity, religion, national origin, age, disability, veteran status, or other protected classification.

Full-time Description Who We Are At Seattle Bank, we take a personal approach to banking. Locally owned and managed, we are a digitally-driven boutique bank serving families and businesses in the Greater Puget Sound region and delivering partner banking services to companies nationwide. Our experienced team of bankers blends big-bank solutions with boutique-bank service, focusing on building relationships that last and solutions that succeed. From smart technologies that give our clients more control to creative solutions that can make money work smarter, we're always building better ways to bank. Seattle Bank is one of a small number of banks in the country with a cloud-based, open API core banking system. This technology stack supports our growing array of personal and business banking offerings, as well as our partner banking services that enable fintech's, marketplaces, and brands to embed banking transactions into their customer experience. Ranked in the top ten percent of banks nationally for return on assets and efficiency, Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company. Position Summary Seattle Bank is currently seeking an experienced professional to fill the role of Portfolio Manager. This position is responsible for the analysis and underwriting of moderate to complex loan applications and portfolio management. The Portfolio Manager applies strong credit skills and experience to structure loans with high complexity, balancing sales goals with strategic risk management to ensure risk is appropriately mitigated. This position is responsible for continual monitoring of the loan portfolio to ensure credit files are complete and well-maintained and notifying the Credit Administrator and Chief Credit Officer of any potential adverse information and trends. This is an in-person position located in Seattle, WA. Essential duties Gather and analyze credit information on current and potential borrowers including preparation of financial statement spreads for borrowers and guarantors. Prepare written summaries and financial trend, cash flow, and collateral analyses. Underwrite moderate to complex commercial, small business, and C&I credit requests and recommend appropriate loan structures by drawing conclusions from the information provided as to the financial condition of the client and its guarantors and identifying key credits risks and mitigating factors. Track changes and update credit approvals with additions, modifications, and clarifications as the package is vetted by the Credit Administrator, Chief Banking Officer, Chief Credit Officer, and Loan Committee. Ensure compliance with Seattle Bank's credit policy and procedures and identify policy exceptions. Collaboratively prepare credit approval presentations with the Relationship Managers. Research economic environment, business and industry cycles, management, and operation assessment to understand non-financial risks associated with the borrowers. Work in concert with Credit Administrator and Relationship Managers to organize and manage a portfolio monitoring system on all loan relationships. Review and analyze third party reports such as appraisals, environmental reports, and credit bureau reports. Monitor periodic loan/financial covenants to determine compliance, notifying appropriate parties for non-compliance. Contact borrowers to obtain updated financial information to ensure quality of documentation within files. Assist in the preparation of problem loan reports on adversely graded borrowers and assist in loan workouts as appropriate. Assist with special projects as assigned including, but not limited to, preparation of management reports. Mentoring Credit Analysts by providing opportunities for assistance and training. Requirements Bachelor's Degree and three (3) or more years as a Portfolio Manager and/or other related credit experience. Formal bank credit training program preferred or certification in RMA or Omega. Experience underwriting new commercial real estate and/or lines of credit loans with minimal oversight. Broad knowledge of credit principles and commercial lending best practices. Experience, knowledge, and training in financial statement and tax return analysis typically resulting from a combination of education and courses in accounting, financial, and credit analysis. Proficiency with financial spreading software (e.g., CreditQuest, Moody's Risk Analyst, Buker's Tax Analysis) and an understanding of basic accounting principles. Proficiency with Microsoft Office programs. Expertise in Microsoft Excel is a plus. Very strong verbal and written communications skills. Ability to communicate well with Relationship Managers, clients, and Bank management. Excellent organizational and time management skills. Ability to work with minimal supervision while performing duties. Seattle Bank Benefits We're committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes: Medical/Vision, and Dental insurance Life Insurance, Long Term Disability, Voluntary Life 401K with Bank contribution, Stock Award, and Incentive Opportunity Paid Time Off: Vacation - 3 Weeks Sick Time - 1 hour per 40 hours worked Holidays - 10 days Transportation and fitness benefits And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities. Salary Description $90,000 - $120,000 per year

Business Unit:Investment Division Salary Range:$83,000 USD - $88,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: We are looking for bright, driven, and thoughtful candidates to join our dynamic FX portfolio management team and to build a rewarding investment management career! This position will provide opportunities to work side-by-side with portfolio managers across our global financial services business and to learn from the best. * Work hours may fluctuate due to global market conditions and demands* You will : Work with both the Currency Management team and the Implementation Portfolio Management team. Develop skills in implementing currency mandates, as well as developing skills across a broad range of tasks carried out by the Implementation Portfolio Management team. Report directly to the Head of Currency Management. Opportunities for growth and development: The opportunity to be fully supported to earn the CFA designation including benefits to support your endeavor that include time off and financial support. Ability to shape an evolving investment process and workflow to potentially include new and emerging technology. Cross-functional training and networking opportunities within and beyond Russell Investments. Your Core Responsibilities: Currency Responsible for day-to-day implementation of currency management assignments within Russell funds, and for external client mandates. Ensure that mandates operate within allowed parameters as specified in Investment Guidelines at all times Exposure management Accountable for day-to-day implementation of fund portfolio manager decisions and fund activity. Assists in daily management of fund cash flows. Decides on the optimal implementation strategy. Adjusts daily exposures and implements operational policies within parameters set by the Head of Portfolio Implementation. Creates and instructs trades and ensures timely implementation. Contributes to overall strategy development and implementation for portfolios to help generate superior investment performance in Russell Investments' funds and separate accounts. Portfolio restructures Responsible for the management and coordination of fund transition events. Assists with strategy development to determine the most efficient implementation solution for specific manager changes and fund launches for both incoming and existing clients. Coordinates with multiple departments to establish and manage implementation strategies. Ensures efficient, risk-controlled plans for implementing investment process launches or changes. Team support Provides support to the Head of Portfolio Implementation as it relates to the improvement of the new and existing operational infrastructure for all asset classes, including portfolio viewing, implementation and analytics. Stays informed of market events and guides portfolio managers in their implementation decisions. Other tasks and duties as assigned. Qualifications: Bachelor's degree with an interest in global financial markets, portfolio management, and analytics. At least two years related investment experience, or experience in the investment management industry. Strong Microsoft Excel skills, particularly in developing and using macros; or willingness to learn. Strong attention to detail and accuracy. Effective written and verbal communication. Ability to work independently, meet deadlines, and manage multiple priorities. Collaborative mindset. Positive attitude and team-oriented approach. Basic understanding of securities markets, derivatives, and foreign exchange investment strategies. Exposure to trading, operational and/or funds environment. Knowledge of quantitative investment practices, including portfolio analysis and optimization, is a plus, as is experience with Bloomberg or the ability to use or learn technology systems. This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.

Job Description: Department: Development Job Status: Full Time FLSA Status: Exempt Reports To: Development & Acquisition Director Grade/Level: 62 Amount of Travel Required: 10% Job Type: Regular Positions Supervised: None Work Schedule: Regular Business Hours Union: Non-Union Work Location: On Site or Hybrid Starting Pay Range: $113,158 to $132,191 Annually DOQ Total Pay Range: 113,158 - $151,2347 Annually Open until filled with priority given to applications received by Wednesday, November 19, 2025 at 5:00 PM Benefit package includes: Medical Insurance-BHA pays 95% for employee only or 90% for family Vision Insurance-BHA pays 95% for employee only or 90% for family Dental Insurance - 100% Covered by BHALife and AD&D InsuranceWashington State Retirement (PERS) Washington State Deferred CompensationPaid Time Off (PTO) Accrual of 150 hours in first year Washington State Paid Sick Leave - 1 hour for every thirty hours worked (approx. 69 hours per year)13 Paid Holidays per year Longevity PayEmployee Assistance ProgramTuition Reimbursement Opportunities POSITION SUMMARY The Senior Asset Manager supports Bremerton Housing Authority's (BHA's) strategic and operational objectives by providing oversight of the BHA's portfolio of affordable housing properties to ensure financial health, regulatory compliance, strong physical condition to maximize investment value and long-term sustainability. Key responsibilities include analyzing financial statements, implementing and monitoring property performance measures, analyzing project financial proformas, conducting site visits, overseeing budgets and compliance with programs like LIHTC and HUD regulations, and generally ensuring our properties are operating efficiently and financially strong. This position is responsible for managing relationships with lenders, equity and grant funders, and property managers to ensure high quality services and expectations are met and the public will have a high degree of confidence in BHA's property operations. This position will also work with the development team to ensure that timely compliance reporting occurs on all development projects, analyze the financial viability of new acquisitions and planned construction projects as well as special development projects as required. The Senior Asset Manager will work with BHA's executive management team to strategically analyze BHA's existing portfolio for fiscal health and long-term physical viability. Essential Functions Reasonable Accommodations Statement To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Asset Management Oversight: Develop and administer the agency's overall Asset Management goals, objectives and procedures; prepare individual asset management plans for each property, including long-term capital needs and financing strategies. Identify, assess, track and recommend key performance measures and metrics that will serve to evaluate the operational health of each BHA property and propose work strategies to improve performance; track maintenance issues at a high level to ensure they are resolved in a timely and cost effective manner; review and approve marketing plans, rental rates, and leasing incentives; and recommend corrective action as required. Develop Asset Management plans for units under development; partner with BHA departments to determine proposed unit population and occupancy projections, level of staffing, space planning, market conditions, financing obligations and other criteria which influence asset management program. Conduct periodic site inspections, review property curb appeal, and establish standard of quality for rent- ready units. Manage exits of investors from Tax Credit Partnerships. Compliance and Regulatory Oversight: Ensure that BHA and its staff comply with the detailed regulations, rules, policies and procedures that govern BHA's administration of its housing programs and properties. Oversee monitoring of staff management of client files for tax credit compliance and BHA's compliance with other HUD reporting systems. Monitor agency business functions to provide assurances of performance, productivity, and compliance. Conduct research and interpret all program documents and HUD regulations to ensure compliance for any property management or housing operation requirements to include all federal, state, and local laws. Act as the intermediary between executive, senior, and middle-management leaders to develop and recommend policies and procedures to ensure that BHA reinforces restrictions and improves and upholds the integrity of all property operations. Assess areas of compliance risk for the agency and collaborate with staff to effectively incorporate compliance functions throughout the agency's business operations. Maintain expertise in applicable CFRs, LIHTC, HUD rules and regulations, BHA's administrative processes and procedures, and all program documents and relevant federal, state, and local laws. Financial Oversight: Analyze annual financial statements, budgets, and tax returns to ensure property financial integrity and performance. Monitor and report on key financial metrics and benchmarks in alignment with funder requirements and best practices for portfolio performance, working to maximize investment value and sustainable operations. Oversee capital needs assessments and manage property reserves. Work with the Development Team to manage refinancing and rehabilitation opportunities. Property & Operations Management: Work with the development team and consultants to draft operating proformas for new acquisitions, new construction projects as well as acq/rehab projects. Conduct periodic site visits to evaluate property management, market position, and the physical condition of the properties; work with the property management team to correct deficiencies. Coordinate with property management to ensure timely property lease ups on new acquisitions or repositioning projects. Work with relocation vendors and property managers as needed on acq/rehab projects. Along with property management and development, coordinate and approve physical repairs, maintenance, and capital improvement projects. Stakeholder Relations: Act as a liaison with lenders, investors, syndicators, and government officials. Communicate and report on portfolio performance and property status to stakeholders. Negotiate and manage relationships with third-party contractors and vendors. Strategic Planning & Development: Contribute to the development of the real estate development strategy and business case preparation to advise the Executive Director and Board on BHA's development objectives. Along with the development team, work with internal and external advisors to assess potential acquisitions or property dispositions. Review and approve of operating budgets and annual work plans for the BHA portfolio. Manage property dispositions and partnership interests. Participate in long-term planning, including preservation, maintenance, and strategies to increase energy efficiency. Leadership & Supervision: While the senior Asset Manager will not have a direct supervisory role, they will act as a resource and in-house consultant for the property management team. The role will also work to serve as project manager on capital work projects for the existing portfolio and lead a team of BHA staff to successful project completion. Required Skills Exceptional knowledge of real estate finance and financing strategies. Knowledge of policies and procedures of residential property and asset management. Comprehensive knowledge and understanding of housing authority organizational operations, knowledge and familiarity of various financing strategies including Public Housing Operating funds, tax credits, tax-exempt bonds, HOME funds and other funding sources available to the affordable housing market. In-depth understanding of LIHTC, Section 8 Programs, HUD regulations, and other affordable housing policies. Familiarity with LIHTC compliance and program requirements. Knowledge of best practices of leasing and maintaining housing and retail units, evaluating and resolving occupancy issues, assessing market conditions, trends, unit comparability and rental rates. Knowledge of pertinent Federal, State and local laws, codes and regulations. Strong familiarity with operational characteristics, services, regulatory requirements and activities of publicly financed affordable housing. Proficient with modeling investments. High level ability to plan projects effectively, manage their timely implementation and effectively use the agency's Project Data Base and other management tools. Have a high regard and ability to meet schedules and timelines; demonstrate excellent ability to work independently with little direction. Very strong ability to communicate a wide range of material clearly and effectively in writing and verbally. Deep understanding of the importance of communication, integrity, customer service and innovation. Able to work directly with both private and public sector asset and property management principles and with methods and techniques of negotiating and administering contracts and leases. Familiar with best practices, procedures and concepts in risk management, claims management and insurance procurement. Ability to engage a wide variety of people with a high level of professionalism, courtesy and good humor, including culturally, socially and economically diverse populations, seniors, persons with disabilities, contractors, and professional colleagues. Show a strong commitment to maintain confidentiality in all assignments as directed. Effective troubleshooting skills. Able to identify problems, suggest solutions and follow through with to ensure an effective resolution. Strong ability to analyze financial statements, budgets, and cash flow projections. Ability to read and interpret complex government rules and regulations; ability to understand and help implement policy and procedures to ensure compliance. Exercise sound professional judgement. Thorough and attentive to details; able to prioritize and multitask. Working knowledge of the Microsoft Office suite of programs as well as familiarity with property management software. Proven ability to manage multiple projects, monitor progress, and ensure timely completion of tasks. POSITION QUALIFICATIONS Education and Experience Education: Bachelor's degree from an accredited four-year college or university in real estate or a related field is desired but not required. Additional work experience in a pertinent job can substitute for a four-year degree. Required Experience: A minimum of 10 years' work experience in affordable housing, asset management, property operations, or development is required. Experience with financial principles and practices. Experience with compliance requirements for programs and business operations. Proven history of learning new technical skills as needed for the job though on-line webinars, attendance at conferences and self-study. Bremerton Housing Authority has the discretion to accept any other equivalent combination of education and experience when relevant. Computer Skills: Intermediate to Advanced level user of Microsoft Office programs. Experience using Wrike Project Management software or similar project tracking software. Experience with Yardi systems, a plus. This role routinely uses standard office equipment such as computers, telephones, adding machines, photocopiers, and fax machines. Other Requirements: Must possess a valid Driver's License for use in Washington State with the continued ability to be covered under the Housing Authority's auto insurance policies. Required Competencies Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others. Adaptability - Ability to adapt to change in the workplace. Analytical Skills - Ability to use thinking and reasoning to solve a problem. Autonomy - Ability to work independently with minimal supervision. Business Acumen - Ability to grasp and understand business concepts and issues. Change Management - Ability to encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities. Communication, Oral - Ability to communicate effectively with others using the spoken word. Communication, Written - Ability to communicate in writing clearly and concisely. Competitiveness - Willingness to strive to get ahead or to finish projects. Decision Making - Ability to make critical decisions while following company procedures. Detail Oriented - Ability to pay attention to the minute details of a project or task. Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards. Financial Aptitude - Ability to understand and explain economic and accounting information, understand budgets and financing strategies, and help make sound financial decisions. Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace. Involvement of Stakeholders - Assesses who the stakeholders are and involves them in the process. Works to develop buy-in amongst the stakeholders and facilitates cooperative discussions. Leadership/Influence - Ability to influence others to perform their jobs effectively and to be responsible for making decisions. Negotiation Skills - Ability to reach outcomes that gain the support and acceptance of all parties. Organized - Possessing the trait of being organized or following a systematic method of performing a task. Project Management - Ability to organize and direct a project to completion. Resource Management (People & Equipment) - Ability to obtain and appropriate the proper usage of equipment, facilities, materials, as well as personnel. Responsible - Ability to be held accountable or answerable for one's conduct. Self-Motivated - Ability to be internally inspired to perform a task to the best of one's ability using his or her own drive or initiative. Strategic Planning - Ability to develop a vision for the future and create a culture in which the long-range goals can be achieved. Time Management - Ability to utilize the available time to organize and complete work within given deadlines. Working Under Pressure - Ability to complete assigned tasks under stressful situations. WORK ENVIRONMENT The employee primarily sits at a desk using a computer but has the opportunity to move about at will. Hand-eye coordination is necessary to operate various types of office equipment. The employee will need good listening abilities and may be exposed to noise from basic office machine operation. The person in this position interacts as a liaison with key stakeholders and outside resource

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Manager, Investor Services Location: Bellevue, WA | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: Lead daily team operations, performance reviews, and staff development Serve as client and internal point of contact; resolve escalated issues Coordinate new client onboarding and fund launches Analyze and manage fund data; ensure database accuracy Collaborate with auditors and accounting on due diligence Participate in meetings to enhance client service and regulatory compliance Oversee training programs and identify development needs Drive department initiatives and process improvements Review offering documents, investor reports, and fund manager data Approve wire transfers and investor transactions per fund guidelines Maintain dashboards and respond to investor and internal inquiries Support application testing and other assigned duties What You Will Bring: Bachelor Degree or equivalent work experience Managerial experience is required Knowledge of financial services/mutual funds/ hedge funds/private equity funds required. Good Knowledge of Microsoft Office Products Proven ability to work under pressure and meet deadlines Strong organizational and relationship building skills Proven training skills and adaptable to various software/database applications Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ #LI-JS1 #LI-Hybrid Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

At F5, we strive to bring a better digital world to life. Our teams empower organizations across the globe to create, secure, and run applications that enhance how we experience our evolving digital world. We are passionate about cybersecurity, from protecting consumers from fraud to enabling companies to focus on innovation. Everything we do centers around people. That means we obsess over how to make the lives of our customers, and their customers, better. And it means we prioritize a diverse F5 community where each individual can thrive. Position: Manager, Investor Relations Reports to: VP of Investor Relations The Manager of Investor Relations (IR) is responsible for supporting the development and execution of F5's global investor relations program. This role reports to and partners closely with the VP of IR, engaging with both internal and external stakeholders to ensure accurate communication of F5's strategy, financial performance, and value proposition to the investor community. Key Responsibilities Investor Relations Strategy and Execution Collaborate with the VP of IR to develop and execute F5's investor relations strategy, annual operating plan, and budget to ensure alignment with corporate objectives. Represent the company in presentations, meetings, and discussions with investors, analysts, and other key stakeholders to educate them on F5's strategy, financial results, and outlook. Manage the creation of IR materials, including the annual shareholder letter, earnings call scripts, investor presentations, news releases, and SEC filings to ensure effective shareholder communication. Assist in the development of key investment messages and create content for digital platforms, including the Investor Relations website, ensuring the site is accessible, accurate and current. Organize, execute and staff investor engagement activities, including conference calls, investor and analyst meetings, roadshows, and site visits. Support strategic investor targeting and outreach, leveraging data-driven techniques to identify high-priority investors and build relationships. Support planning and execution of F5's Analyst and Investor Meetings. Advocate for F5's positions with institutional investors, proxy advisors, and ESG-focused stakeholders in advance of the annual shareholder meetings to influence voting outcomes. Monitor shareholder proposals, emerging sentiment, and ESG trends to integrate investor feedback into company strategies. Provide reports summarizing shareholder feedback, market sentiment, industry trends, and the company's relative stock performance. Monitor peer company news and financial reporting and provide concise summaries to F5 internal audiences. Track sell-side analyst estimates and models, flagging potential anomalies to the VP of IR. Conduct and present analyses of investor perceptions, stock performance, brokerage analyst opinions, and competitive intelligence to senior leadership and the Board of Directors. Partner with teams across the organization, including Finance, Legal, Communications, and ESG, to ensure consistent and accurate messaging to all stakeholders. Source, secure and work with third-party vendors as needed including managing the F5 procurement process. Identify, test and put into production AI-driven tools and process to drive efficiency and clarity. Monitor for and report on early signs of shareholder activism. Leadership and Collaboration Provide strategic advice to senior leadership on investor communication, shareholder engagement, and messaging consistency across external and internal communications. Accompany executives to investor and analyst engagements, ensuring compliance with disclosure laws. Contribute to strategic projects, including M&A analysis and evaluation of initiatives impacting shareholder value (e.g., capital allocation, ESG initiatives). Partner with the communications team to assist with disclosures, crisis communications, and special events, ensuring alignment with regulatory requirements. Qualifications and Skills At least 5 years' experience in investor relations, finance, marketing, planning and development, or corporate communications for a public company or consulting agency with public company clients. Strong knowledge of financial markets, corporate strategy, and public company reporting requirements. Proven ability to communicate complex information concisely to a variety of audiences, including investors, analysts, and senior leaders. Experience developing strategic presentations/documents and analyzing key financial metrics, valuation scenarios, and stock market trends. Excellent collaboration and leadership skills with the ability to influence and engage stakeholders at all levels. Steller organizational skills. College degree required, with a master's degree highly desirable. Strong interpersonal skills, superior intellect, and an outstanding ability to communicate using these qualities and skills. An energetic, efficient, and resourceful team player and individual contributor. An active and effective leader. A person with an insatiable appetite to learn Professional Development Stay current on economic, industry, regulatory, and market trends, as well as best practices in investor relations and corporate governance. Location Ideally Seattle but not a must. Travel Must have the ability to travel as necessary to represent F5 at financial conferences, trade and customer events, predominantly with the U.S. #LI-AC9 The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change. The annual base pay for this position is: $130,800.00 - $196,200.00 F5 maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, geographic locations, and market conditions, as well as to reflect F5's differing products, industries, and lines of business. The pay range referenced is as of the time of the job posting and is subject to change. You may also be offered incentive compensation, bonus, restricted stock units, and benefits. More details about F5's benefits can be found at the following link: ******************************************* . F5 reserves the right to change or terminate any benefit plan without notice. Please note that F5 only contacts candidates through F5 email address (ending with @f5.com) or auto email notification from Workday (ending with f5.com or @myworkday.com). Equal Employment Opportunity It is the policy of F5 to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. F5 offers a variety of reasonable accommodations for candidates. Requesting an accommodation is completely voluntary. F5 will assess the need for accommodations in the application process separately from those that may be needed to perform the job. Request by contacting accommodations@f5.com.

We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking an Investment Sales Analyst in our Portland or Seattle office to join an active and top-performing Commercial Investment Sales brokerage team. The candidate must have prior experience within the commercial real estate industry, and an intimate familiarity with commercial real estate investments is preferred. The individual will be expected to work directly with brokers on property valuations by underwriting and analyzing the client's quantitative property data. Those who possess intellectual creativity and critical thinking skills, coupled with being a driven and self-motivated individual, are encouraged to apply. *This position is an in-office position, with an immediate start date. Position Responsibilities: Candidate must possess excellent writing skills thus effectively conveying a clear message regarding the property, the submarket, and the opportunity for our marketing materials. Underwrite income-producing assets using Excel software including: Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions to determine financial underwriting assumptions. Review, analyze, comprehend, abstract, and interpret various types of real estate documents. Identify critical property-level financial issues and recommend areas for value-add opportunities. Create evaluations of properties and sensitivity analyses. Strategize with team members and provide materials that allow the top producers to generate new relationships including gathering and tracking critical data points for research and business development purposes. Prepare disposition proposals and offer memoranda for new or existing assignments in conjunction with the marketing team and upper management. Perform real estate market and location-specific research and assess and summarize tenant credit and financial statements. What We're Looking For: Bachelor's degree. Preferred majors include Real Estate, Finance, Accounting, or related business fields. A minimum of 1--2 years of relevant experience, with a background in financial analysis in Commercial Real Estate being essential. CRE Internship experience is also considered. Proficiency in Microsoft Office Suite, particularly Excel, is a requirement. Working knowledge of Salesforce, and Costar is preferred. Capable of thriving in a fast-paced environment and managing multiple tasks within tight deadlines. Strong financial analysis skills, including understanding financial terms and principles essential for real estate underwriting such as Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, etc. Experience in income-producing property valuation is preferred. Ability to comprehend, analyze, and interpret various real estate documents, including financial statements, loan documents, and deeds of trust. Strong verbal communication skills are required, with the ability to engage effectively and professionally with diverse internal and external stakeholders. Attention to detail, strong organizational skills, and the ability to handle multiple assignments with shifting priorities. Team player, strong work ethic, and passion to work in the commercial real estate industry. A complete real estate brokerage salesperson license within the first 120 days of employment is required. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Washington Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Investment Sales Analyst position is $75,000 to $85,000 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications and experience. #LI-Onsite #LI-SY1