Portfolio manager jobs in Lauderhill, FL

Job Description Portfolio Manager Coral Gables, FL FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Coral Gables, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio. Why this opportunity? Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices Workplace: On-site in Coral Gables, FL Function: Loan portfolio management, credit analysis, and support of loan origination and renewal processes Requirements: 10+ years of experience in commercial credit or portfolio management Bachelor's degree required; preferably in Finance, Accounting, or Economics Proficiency in financial analysis, including global cash flow and credit risk evaluation Experience preparing credit packages and pricing models Familiarity with commercial lending structures, loan covenants, and underwriting standards Description: Evaluate loan requests and perform risk assessments for commercial borrowers and prospects Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions Conduct financial spreads, narrative preparation, and loan pricing analyses Complete credit presentations and coordinate loan closings and renewals Perform ongoing portfolio monitoring, including annual reviews and covenant compliance Stay informed on industry trends and sector-specific risks Ensure timely and accurate collection of financial documentation and compliance with internal policies

We're committed to enriching the lives of those around us - one home at a time. Ready to make a difference? We're looking for innovators, changemakers and energetic professionals who want to join in on our amazing mission and company culture. We're a leader in the Single Family Rental industry and have been named one of Atlanta's Top Workplaces, ranked #3 on Qualified Remodeler's Top 500, and ranked #1 for ACG's fastest-growing company in Georgia. Our Property Management division is committed to providing our residents with quality homes and best-in-class service, while also seeking to maximize our clients' investments. Ready to make an impact in a fast-growing, innovative company? Apply today! BENEFITS: Paid Holidays, Paid Time Off, 401k Matching, Medical, Vision and Dental Insurance, Wellness Initiatives, Short-Term Disability, Employee Assistance Program, and More Position Purpose: Overseeing property and team management functions in a designated market. This is a field-based role. You will be managing a market of homes, empowering your team to put the Resident experience first while managing all property management functions in your market. Job Responsibilities: Team Management Daily oversight of all team members (1-5 direct/indirect people) Manage daily operations to ensure all goals are met for the company, resident and investors Serve as the subject matter expert for an assigned market and be a resource for all team members Partner with training team to ensure that all laws, processes and procedures are followed Business Management Handle escalated resident issues/concerns, including maintenance issues, to ensure resident satisfaction Maintain accurate account receivable activities, including (but not limited to) posting charges and payments, maintaining resident ledgers and collection efforts Maximize revenue, minimize expenses, maximize resident experience and achieve financial goal for homes in the assigned market Achieve the highest level of annual renewals and rent escalation as possible Maintain ongoing, in-depth knowledge of assigned market, market rents, and demographics to strategically evaluate and make recommendations for future leasing activity in partnership with the Director of Leasing Ensure team follows all terms of Fair Housing, the Fair Credit Reporting Act, the American with Disabilities Act, and any other pertinent laws Conduct mystery shopper activities on product and processes to ensure prospective applicants can easily find, apply, become approved and complete a move in with maximum satisfaction Assist with in-field duties as necessary; this may include (but not be limited to) home showing and move-in/out activities as well as HOA and municipality networking Job Requirements (Including Education): Minimum of 3 years of experience as a Property Manager with at least 2 years of remote field and people management experience. Active real estate license in the state of placement is preferred. Bachelor's degree in Business Management or similar field required. Must have a proven track record of success for maximizing occupancy and reducing delinquency. Must have a demonstrated mastery of sales, marketing, financial and management skills. Proficient with technology utilizing Microsoft office suite including Microsoft Excel, Word, and the Google Suite Must have the ability to hire, train and motivate a highly effective team. Must be a team player, reliable and organized. Must be professional energetic and positive. Must have excellent verbal and written communication skills. Must have excellent leadership and motivational skills. Thorough understanding of Landlord/Tenant laws in multiple states Aptitude for managing multiple daily tasks and longer-term strategic projects; capable of prioritizing and meeting timelines set by management. Must possess a valid driver's license.

We're committed to enriching the lives of those around us - one home at a time. Ready to make a difference? We're looking for innovators, changemakers and energetic professionals who want to join in on our amazing mission and company culture. We're a leader in the Single Family Rental industry and have been named one of Atlanta's Top Workplaces, ranked #3 on Qualified Remodeler's Top 500, and ranked #1 for ACG's fastest-growing company in Georgia. Our Property Management division is committed to providing our residents with quality homes and best-in-class service, while also seeking to maximize our clients' investments. Ready to make an impact in a fast-growing, innovative company? Apply today! BENEFITS: Paid Holidays, Paid Time Off, 401k Matching, Medical, Vision and Dental Insurance, Wellness Initiatives, Short-Term Disability, Employee Assistance Program, and More Position Purpose: Overseeing property and team management functions in a designated market. This is a field-based role. You will be managing a market of homes, empowering your team to put the Resident experience first while managing all property management functions in your market. Job Responsibilities: Team Management Daily oversight of all team members (1-5 direct/indirect people) Manage daily operations to ensure all goals are met for the company, resident and investors Serve as the subject matter expert for an assigned market and be a resource for all team members Partner with training team to ensure that all laws, processes and procedures are followed Business Management Handle escalated resident issues/concerns, including maintenance issues, to ensure resident satisfaction Maintain accurate account receivable activities, including (but not limited to) posting charges and payments, maintaining resident ledgers and collection efforts Maximize revenue, minimize expenses, maximize resident experience and achieve financial goal for homes in the assigned market Achieve the highest level of annual renewals and rent escalation as possible Maintain ongoing, in-depth knowledge of assigned market, market rents, and demographics to strategically evaluate and make recommendations for future leasing activity in partnership with the Director of Leasing Ensure team follows all terms of Fair Housing, the Fair Credit Reporting Act, the American with Disabilities Act, and any other pertinent laws Conduct mystery shopper activities on product and processes to ensure prospective applicants can easily find, apply, become approved and complete a move in with maximum satisfaction Assist with in-field duties as necessary; this may include (but not be limited to) home showing and move-in/out activities as well as HOA and municipality networking Job Requirements (Including Education): Minimum of 3 years of experience as a Property Manager with at least 2 years of remote field and people management experience. Active real estate license in the state of placement is preferred. Bachelor's degree in Business Management or similar field required. Must have a proven track record of success for maximizing occupancy and reducing delinquency. Must have a demonstrated mastery of sales, marketing, financial and management skills. Proficient with technology utilizing Microsoft office suite including Microsoft Excel, Word, and the Google Suite Must have the ability to hire, train and motivate a highly effective team. Must be a team player, reliable and organized. Must be professional energetic and positive. Must have excellent verbal and written communication skills. Must have excellent leadership and motivational skills. Thorough understanding of Landlord/Tenant laws in multiple states Aptitude for managing multiple daily tasks and longer-term strategic projects; capable of prioritizing and meeting timelines set by management. Must possess a valid driver's license.

We're committed to enriching the lives of those around us - one home at a time. Ready to make a difference? We're looking for innovators, changemakers and energetic professionals who want to join in on our amazing mission and company culture. We're a leader in the Single Family Rental industry and have been named one of Atlanta's Top Workplaces, ranked #3 on Qualified Remodeler's Top 500, and ranked #1 for ACG's fastest-growing company in Georgia. RESICAP's Property Management division, ResiHome, is committed to providing our residents with quality homes and best-in-class service, while also seeking to maximize our clients' investments. Ready to make an impact in a fast-growing, innovative company? Apply today! BENEFITS: Paid Holidays, Paid Time Off, 401k Matching, Medical, Vision and Dental Insurance, Wellness Initiatives, Short-Term Disability, Employee Assistance Program, and More Position Purpose: Overseeing property and team management functions in a designated market. This is a field-based role. You will be managing a market of homes, empowering your team to put the Resident experience first while managing all property management functions in your market. Job Responsibilities: Team Management Daily oversight of all team members (1-5 direct/indirect people) Manage daily operations to ensure all goals are met for the company, resident and investors Serve as the subject matter expert for an assigned market and be a resource for all team members Partner with training team to ensure that all laws, processes and procedures are followed Business Management Handle escalated resident issues/concerns, including maintenance issues, to ensure resident satisfaction Maintain accurate account receivable activities, including (but not limited to) posting charges and payments, maintaining resident ledgers and collection efforts Maximize revenue, minimize expenses, maximize resident experience and achieve financial goal for homes in the assigned market Achieve the highest level of annual renewals and rent escalation as possible Maintain ongoing, in-depth knowledge of assigned market, market rents, and demographics to strategically evaluate and make recommendations for future leasing activity in partnership with the Director of Leasing Ensure team follows all terms of Fair Housing, the Fair Credit Reporting Act, the American with Disabilities Act, and any other pertinent laws Conduct mystery shopper activities on product and processes to ensure prospective applicants can easily find, apply, become approved and complete a move in with maximum satisfaction Assist with in-field duties as necessary; this may include (but not be limited to) home showing and move-in/out activities as well as HOA and municipality networking Job Requirements (Including Education): Minimum of 3 years of experience as a Property Manager with at least 2 years of remote field and people management experience. Active real estate license in the state of placement is preferred. Bachelor's degree in Business Management or similar field required. Must have a proven track record of success for maximizing occupancy and reducing delinquency. Must have a demonstrated mastery of sales, marketing, financial and management skills. Proficient with technology utilizing Microsoft office suite including Microsoft Excel, Word, and the Google Suite Must have the ability to hire, train and motivate a highly effective team. Must be a team player, reliable and organized. Must be professional energetic and positive. Must have excellent verbal and written communication skills. Must have excellent leadership and motivational skills. Thorough understanding of Landlord/Tenant laws in multiple states Must possess a valid drivers license Aptitude for managing multiple daily tasks and longer-term strategic projects; capable of prioritizing and meeting timelines set by management

Job Description About Us Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in cash equities and futures. We are building a global, diverse team, with experts in trading, statistics, engineering, and technology to trade global markets. Our disciplined approach combined with rapid market feedback allows us to quickly turn ideas into profit. Our environment of learning & collaboration allows us to solve the world's hardest problems, together. As a small firm, we remain nimble and hold ourselves to the highest standards of integrity, ingenuity, and effort. Responsibilities Develop quantitative strategies with a minimum annual PNL of $2MM USD, Sharpe of 5, and an ROC of >= 75% Manage all aspects of developing and managing the strategies, given the firm-provided platform and infrastructure Requirements Bachelor or higher degree in a quantitative discipline (Computer Science, Math, Physics) Strategy with a proven track record of recent and consistent production performance Deep understanding of strategies and research process Self-driven If applying individually, you must know C++. If applying as a team, at least 1 member needs to be proficient in C++. Please include your strategy performance data and business plan, and some metrics. Description of strategies (and/or research without any IP sensitive details). Strategy history: idea, research, simulation, production. Your current position and experience. If you are applying together as a team, what will everyone contribute? What will you need to hire out or use firm resources for? Recommended metrics: Capital requirements, leverage, and book size ROC Average Daily PNL Max Drawdown Sharpe Holding Period Potential Capacity Benefits Formulaic bonus payout based on P&L, Expenses, Sharpe, and ROC Location-specific base and benefits

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights. The Enterprise CRM Solutions team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The Enterprise Customer Relationship Management Solutions (ECRMS) team creates solutions for the Sales and Customer Domain via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. You will be a key member of the ECRMS Business Planning and Partner Management team that will collaborate and partner with business stakeholders, Tech strategy and portfolio management team, Engineering as well as Product teams to understand business initiatives, Report on the Product Roadmap delivery, prioritize the platform Priorities, participate actively in Annual planning. This role will report to the Acting Director of Business Planning & Partner Management, within the ECRMS organization How will you make an impact in this role? * The Manager - Digital Portfolio Management will be leading and managing the annual investment planning for ECRMS team. * Manage prioritization of business initiatives in Partnership with Engineering, product and Tech Strategy and transformation team. * Conduct financial forecast discussions with business unites in coordination with Engineering & Product ECRMS Sales teams. * Reconcile financial details across planning and execution systems, investigating and resolving discrepancies * Coordinate, communicate and facilitate the progress of all strategic business initiatives committed at platform level. * Will be leading the portfolio reporting focused on Capacity planning & management across all lines of business and will provide optimization recommendations. * Will be leading the management of Rally governance, Agile compliance, Workspace management, Software cap attestation. * Will be managing ECRMS Sales forecast in our project planning tools, coordinating between lines of business, Product and Engineering teams. * Partner with other portfolio teams to adopt best practices, identify opportunities in Analytics internal data tools to understand measure success and impact to critical metrics * Will be crafting visually impactful presentations to tell a compelling story. Qualifications: * Degree in business management or economics, Advance Degree preferred. * Should be comfortable providing your point-of-view and communicate clear recommendations to Senior Leaders. * Hands on experience in Microsoft office suite - PowerPoint decks, Advanced excel. * Excellent written and verbal communication skills with an experience of working closely with all levels of the organization. * You are collaborative, excellent relationship builder and should be able to influence without authority. Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Summary: Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our client's holistic, financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients. We are looking for an Investment Officer/Portfolio Manager who is responsible for collaborating with the Administrative Officer and support personnel in a team approach to client service; researching and analyzing economic, market, industry and company trends; following and making recommendations on risk/reward parameters for assigned stocks; implementing and monitoring investment strategy to meet objectives of personally assigned investment management and fiduciary accounts; working closely with clients to determine, document and execute their investment objectives; leading and assisting with business development and retention. We are looking Duties and Responsibilities: Assumes lead, joint or secondary role as needed in relationship team to fulfill the corporate philosophy of providing high-touch team service to clients. Client asset management, including development, monitoring, and maintenance of investor profile, asset allocation and investment portfolios, including trading documentation, and client files. Participate in providing superior client service through periodic client meetings, communications, responsiveness, and accuracy of information being supplied to the client including performance reviews, confirm objectives and document any changes to their investment objectives. Initiates and participates in business development activities including meeting with current/prospective clients to present proposals and deliver the investment offering. Attend company sponsor events and being a company representative at other outside events. Completes Reg-9 investment reviews and participates in the preparation of administrative reviews. Actively serves as voting member of the Investment Committee. Researches and analyzes economic, market, industry and company trends. Complies with Company policies and procedures as well as SEC and State of Florida rules and regulations. General understanding of the various fiduciary account characteristics. Participates on various committees as assigned. Performs other related duties as assigned by management. Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records, and maintaining appropriate records. Adheres to Bank's policies and procedures and all Federal and State laws and regulations. Must-haves: College degree or equivalent, preferably in the Business Administration, Finance or Marketing fields. Active book/prospects Certificates, licenses and registrations required: Series 65 required but, can be obtained after employment. Chartered Financial Analyst, Certified Financial Planner, MBA a plus. Proficient in Microsoft Office Suite Computer skills required: Trust and Custodian Accounting Software. Continued technology education to improve I.Q. Would be great to have: Exposure to: Investors View, Advantage, SharePoint, Microsoft Teams, SCI,and Weblink. Why Work Here? Financially strong and growing company Personal growth potential Great company culture Generous PTO schedule in addition to bank holidays Benefits: Health (Employer-paid coverage for employee, eligible the first month after the date of hire.) Dental Vision Life Insurance (company paid) Additional voluntary Life Insurance Short Term Disability Long Term Disability Metlaw Lifelock Employee Assistance Program 401K

Application Deadline: 12/30/2025 Address: 777 S Flagler Drive Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies. Develops investment proposals and participates in meetings with prospects/clients. Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform. Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations. Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines. May provide specialized support for other internal and external regulatory requirements. Oversees the design, development, and implementation of tools and training required to deliver business results. Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions. Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements. Leads/supports contract negotiations with vendors, balancing cost, risk and performance. Leads/participates in the design, implementation and management of core business/group processes. Develops and manages a business/group program. Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Performs sales & service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. MBA or Finance certification preferred. In-depth / expert understanding of portfolio management principles and asset mix determination. In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. In-depth / expert knowledge of equity and fixed income markets. In-depth / expert understanding of tax-related issues affecting investments. In-depth / expert knowledge of the regulatory environment. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary: $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Senior Manager, Portfolio Performance Management The Senior Manager, Portfolio Performance Management (PPM), will lead analytical efforts for the PPM function and assist business leaders across the company. The incumbent will focus on data analyses related to servicing operations, develop value-added insights, and function as a trusted business partner. Key responsibilities include: deploy PPM KPI scorecards, model PPM KPI drivers and trends, quantify loss exposure, and support change management strategies to improve portfolio performance. Job Functions and Responsibilities: To perform this job successfully, an individual must have a hands-on approach to performing each essential duty satisfactorily. Examples below: Lead data-related processes supporting PPM-focused initiatives and PPM KPI analysis Develop and lead modeling and analytical efforts to support monthly PPM KPI results and strategic initiatives - deploy a KPI scorecard, evaluate drivers of KPI levels and changes, assess advance drivers, quantify loss exposure, track defect triggers, and model the impact of change management/strategies Partner with business units such as Operations, Originations, BIS, Data Management, Treasury, Accounting, and Data Science team to identify data sources, interpret data findings, and identify/evaluate opportunities Collaborate with third parties and business departments to identify trends and opportunities to advance Onity's business and financial strategies - drive constructive conversations leading to transformation opportunities Engage leadership regularly on KPI and strategic initiative performance - provide insight into key variances and business trends and identify risks and opportunities to ensure delivery of targets Orchestrate PPM-focused initiative results with leadership Qualifications: To perform this job successfully, an individual must have the following education and/or experience: 10+ years of experience in developing/managing analytical models and working with current and legacy datasets Strong technical skills including advanced SQL (Oracle SQL Developer), advanced Excel (pivot tables, power pivot, xlookup, power BI), and programming analytical functions Experience in data reconciliation and strong analytical/critical thinking skills to resolve complex business problems Mortgage banking operations and capital markets knowledge (e.g., process aging, delinquency roll rates, advance tracking, prepayment speed metrics preferred) Ability to structure, manage, and coordinate complex cross-enterprise projects and processes with multiple stakeholders Adaptability to a dynamic, rapidly changing business environment Graduate or undergraduate degree from an accredited university Training / Licensing Requirements: Must pass the Company's Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable. The salary range for this position is expected to be $130,000-150,000 per year, depending on geographic location, experience, and other qualifications of the successful candidate. This position is also eligible for bonus based on performance and subject to the terms of the Company's applicable plans.

Senior Manager, Portfolio Performance Management The Senior Manager, Portfolio Performance Management (PPM), will lead analytical efforts for the PPM function and assist business leaders across the company. The incumbent will focus on data analyses related to servicing operations, develop value-added insights, and function as a trusted business partner. Key responsibilities include: deploy PPM KPI scorecards, model PPM KPI drivers and trends, quantify loss exposure, and support change management strategies to improve portfolio performance. Job Functions and Responsibilities: To perform this job successfully, an individual must have a hands-on approach to performing each essential duty satisfactorily. Examples below: Lead data-related processes supporting PPM-focused initiatives and PPM KPI analysis Develop and lead modeling and analytical efforts to support monthly PPM KPI results and strategic initiatives - deploy a KPI scorecard, evaluate drivers of KPI levels and changes, assess advance drivers, quantify loss exposure, track defect triggers, and model the impact of change management/strategies Partner with business units such as Operations, Originations, BIS, Data Management, Treasury, Accounting, and Data Science team to identify data sources, interpret data findings, and identify/evaluate opportunities Collaborate with third parties and business departments to identify trends and opportunities to advance Onity's business and financial strategies - drive constructive conversations leading to transformation opportunities Engage leadership regularly on KPI and strategic initiative performance - provide insight into key variances and business trends and identify risks and opportunities to ensure delivery of targets Orchestrate PPM-focused initiative results with leadership Qualifications: To perform this job successfully, an individual must have the following education and/or experience: 10+ years of experience in developing/managing analytical models and working with current and legacy datasets Strong technical skills including advanced SQL (Oracle SQL Developer), advanced Excel (pivot tables, power pivot, xlookup, power BI), and programming analytical functions Experience in data reconciliation and strong analytical/critical thinking skills to resolve complex business problems Mortgage banking operations and capital markets knowledge (e.g., process aging, delinquency roll rates, advance tracking, prepayment speed metrics preferred) Ability to structure, manage, and coordinate complex cross-enterprise projects and processes with multiple stakeholders Adaptability to a dynamic, rapidly changing business environment Graduate or undergraduate degree from an accredited university Training / Licensing Requirements: Must pass the Company's Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable. The salary range for this position is expected to be $130,000-150,000 per year, depending on geographic location, experience, and other qualifications of the successful candidate. This position is also eligible for bonus based on performance and subject to the terms of the Company's applicable plans.

WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market inefficiencies. Our teams work collaboratively to drive the production of alphas and financial strategies - the foundation of a balanced, global investment platform. WorldQuant is built on a culture that pairs academic sensibility with accountability for results. Employees are encouraged to think openly about problems, balancing intellectualism and practicality. Excellent ideas come from anyone, anywhere. Employees are encouraged to challenge conventional thinking and possess an attitude of continuous improvement. Our goal is to hire the best and the brightest. We value intellectual horsepower first and foremost, and people who demonstrate an outstanding talent. There is no roadmap to future success, so we need people who can help us build it. The Role: We are seeking candidates with quantitative portfolio management experience and intimate knowledge of systematic strategies Job Responsibilities (include, but not limited to the following) Develop systematic strategies that use statistical signals associated with various market inefficiencies applied to a broad variety of asset classes including global equities and/or ETFs, futures, currencies and options Lead, manage and grow quantitative investment portfolio Contribute to broader firm research and strategic initiatives What You'll Bring: 2+ years' experience in developing systematic strategies including a verifiable track record with positive PnL and Sharpe Strong programming skills in mainstream quant programming languages, such as Python and C++ The Book Portfolio Manager Opportunity: Transparent and formula-based compensation Opportunities to contribute to other research and strategy initiatives Access to WorldQuant's alpha pool, portfolio management tools and innovative technology platforms Access to a deep and broad menu of datasets supported by a dedicated data team Cross-asset execution led by a multi-regional trading team Participation in internal research conferences and forums Autonomy to build your own strategies along with several opportunities for collaboration and mentorship Access to AI and Machine Learning opportunities applied to financial markets Our Benefits: Core Benefits: Fully paid medical and dental insurance for employees and dependents, flexible spending account, 401k, fully paid parental leave, generous PTO (paid time off) that consists of: twenty vacation days that are pro-rated based on the employee's start date, at an accrual of 1.67 days per month, three personal days, and ten sick days. Perks: Employee discounts for gym memberships, wellness activities, healthy snacks, casual dress code Training: learning and development courses, speakers, team-building off-site Employee resource groups Pay Transparency: WorldQuant is a total compensation organization where you will be eligible for a base salary, discretionary performance bonus, and benefits. To provide greater transparency to candidates, we share base pay ranges for all US-based job postings regardless of state. We set standard base pay ranges for all roles based on job function and level, benchmarked against similar stage organizations. When finalizing an offer, we will take into consideration an individual's experience level and the qualifications they bring to the role to formulate a competitive total compensation package. The Base Pay Range For This Position Is $150,000 - $200,000 USD. At WorldQuant, we are committed to providing candidates with all necessary information in compliance with pay transparency laws. If you believe any required details are missing from this job posting, please notify us at WQHR_*****************, and we will address your concerns promptly. #LI-GO1 #LI-JG1 By submitting this application, you acknowledge and consent to terms of the WorldQuant Privacy Policy. The privacy policy offers an explanation of how and why your data will be collected, how it will be used and disclosed, how it will be retained and secured, and what legal rights are associated with that data (including the rights of access, correction, and deletion). The policy also describes legal and contractual limitations on these rights. The specific rights and obligations of individuals living and working in different areas may vary by jurisdiction. Copyright © 2025 WorldQuant, LLC. All Rights Reserved. WorldQuant is an equal opportunity employer and does not discriminate in hiring on the basis of race, color, creed, religion, sex, sexual orientation or preference, age, marital status, citizenship, national origin, disability, military status, genetic predisposition or carrier status, or any other protected characteristic as established by applicable law.

Who We Are Core Scientific is a leading provider of infrastructure for high-performance compute in North America. Our mission is to accelerate digital innovation by scaling high-value compute rapidly, efficiently, and responsibly. We transform energy into high-value compute with unmatched efficiency at scale. The company is a $5 billion publicly traded company (NASDAQ: CORZ). We power AI, HPC, and other next-generation data center workloads demanding exceptional computing power, in addition to our digital asset mining operations. We own and operate nine data centers in seven states, housing advanced infrastructure for our customers. What sets us apart? We have an entrepreneurial culture, a "can-do" and collaborative attitude, and we own and control our infrastructure. These strategic advantages enable us to maintain operational excellence, increase efficiency, and rapidly deploy cutting-edge innovations developed by our team of experts. Join us and accelerate your career alongside our groundbreaking journey. We seek smart, creative, and collaborative professionals who thrive in a fast-paced, result-driven environment. Ready to be part of something exceptional? Apply today and make an impact at Core Scientific. Title Manager, Investor Relations Reports To Vice President, Investor Relations The Job Core Scientific is seeking a highly motivated Investor Relations Manager to join our team. This individual will play a critical role in how the company communicates its performance, strategy, and market position to the investment community. Collaborating across finance and other internal teams, this highly visible role will support senior leadership with clear, data-driven insights for investor communications. The ideal candidate combines strong analytical and communication skills with a deep understanding of financial markets and a passion for translating complex business drivers into compelling insights. This role will be based in Miami, FL at our corporate headquarters. Responsibilities Stay informed on Core Scientific's key business drivers, financial metrics, and broader industry trends to support investor discussions and internal decision-making. Help develop, manage, and update earnings-related deliverables, including quarterly press releases, public filings, earnings call scripts, investor presentations, and comprehensive Q&A materials. Support the development and refinement of company messaging for investor events, including conferences, non-deal roadshows, earnings calls, and ad-hoc investor meetings. Track and analyze Core Scientific's shareholder base, analyst coverage and ratings, consensus estimates, stock performance, and investor sentiment to provide actionable insights to management. Maintain accurate internal databases of investor interactions, feedback, and market intelligence. Partner with Finance to support financial modeling, guidance frameworks, and key performance metrics used in external reporting. Collaborate with Legal, Operations, and other internal teams to ensure consistency and compliance across all public disclosures. Monitor peer company performance, news flow, and valuation trends to produce benchmarking analyses and talking points for management. Foster open, respectful, and professional communication directly within the team as well as with co-workers/ teammates and leaders across the organization. Performs other duties as assigned. Qualifications Bachelor's degree in Finance, Accounting, Business, Economics, or a related field. 3-5 years of experience in sell-side equity research, investment banking, strategy/FP&A, or investor relations within a public company; data center industry experience a plus. Advanced proficiency in PowerPoint and Excel, with the ability to build clean, investor-ready materials. Strong attention to detail and excellent written and verbal communication skills. Solid command of financial modeling, valuation concepts, and analytical frameworks. Ability to manage multiple priorities in a fast-paced, high-visibility environment. Strong interpersonal skills and comfort engaging with senior executives and external stakeholders. Prior Investor Relations within a public company, or equity research/investment banking experience, strong plus Location Miami, FL Travel Minimal travel may be required as needed. Work Environment This job operates in a professional office environment. This role routinely utilizes standard office equipment, including laptop computers and smartphones. Physical Demands While performing the duties of this job, the employee is frequently required to sit, stand, walk, use hands, and lift up to 20 pounds. Position Type/ Expected Hours of Work This is a full-time position. General hours and days of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. some nights and weekends may be required. Supervisory Experience (Yes or No) No

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Essential Duties and Responsibilities * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits. * Assist in the pricing and structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyze specific industry trend data to identify potential areas of risk. * Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications: * Bachelor's degree in business, finance, accounting or equivalent work experience * 2 years experience required; 2 - 4 years preferred * Strong analytical abilities, credit underwriting skills * Goal oriented, ability to take initiative using strong problem-solving skills * Strong relationship building and interpersonal skills * Accurate grammar, typing, and spelling skills * Strong organizational skills * Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum in major markets within the United States. Sterling Organization, with offices across the nation, is headquartered in West Palm Beach, FL. We encourage interested candidates to explore our website - **************************** - to learn more about Sterling and its investment strategies. We are seeking Senior Analysts that will work on the firm's retail funds and will be based at its corporate headquarters located in West Palm Beach, FL. This position will focus on (i) the forecasting, analysis, and operational strategy of Sterling's commercial retail real estate assets throughout the United States as well as its private equity fund investments and (ii) evaluating and underwriting potential acquisitions for Sterling's value-add retail, grocery-anchored retail funds and programmatic joint-venture that acquires core power centers. Over their first 2 - 4 years, Analysts will gain significant exposure to valuation and strategic management of various types of retail real estate assets (i.e. high street retail, grocery anchored shopping centers, power centers, mixed-use properties and more) throughout the United States, with high-potential employees having the ability to ascend to leadership roles within the organization. Responsibilities Prepare ARGUS cash flow models and cash flow forecasts with IRR, equity multiple, cash on cash, and additional metrics. Develop an in-depth understanding of retail leases; analyze the same with regards to tenant control rights, expense reimbursements, percentage rent obligations, co-tenancy impacts, etc. Work closely with key company personnel across various internal groups to assist with acquisitions, financing, refinancing, leasing and redevelopment projects. Analyze property performance in relation to budgets, re-forecast projections based on actual events and create pro forma projections based on potential opportunities. Project acquisition performance and produce both quantitative and qualitative reports that help investors understand financial risks and key return metrics. Perform ad-hoc reports and special projects as needed. Requirements College graduate with strong record of academic achievement and knowledge of commercial real estate (3-5 years of work experience). Candidate should be highly proficient in Microsoft Excel/Word and experienced with other standard business software. ARGUS Experience required. Candidate should be highly organized, have exceptional written and oral communication skills and should be able to take on multiple projects simultaneously in a fast-paced environment. COMPENSATION: Compensation commensurate with experience. Full benefits including health and dental insurance, 401K match and annual performance bonus. LOCATION: Sterling Corporate Headquarters - West Palm Beach, Florida Sterling Organization is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.

Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum in major markets within the United States. Sterling Organization, with offices across the nation, is headquartered in West Palm Beach, FL. We encourage interested candidates to explore our website - **************************** - to learn more about Sterling and its investment strategies. We are seeking Senior Analysts that will work on the firm's retail funds and will be based at its corporate headquarters located in West Palm Beach, FL. This position will focus on (i) the forecasting, analysis, and operational strategy of Sterling's commercial retail real estate assets throughout the United States as well as its private equity fund investments and (ii) evaluating and underwriting potential acquisitions for Sterling's value-add retail, grocery-anchored retail funds and programmatic joint-venture that acquires core power centers. Over their first 2 - 4 years, Analysts will gain significant exposure to valuation and strategic management of various types of retail real estate assets (i.e. high street retail, grocery anchored shopping centers, power centers, mixed-use properties and more) throughout the United States, with high-potential employees having the ability to ascend to leadership roles within the organization. Responsibilities Prepare ARGUS cash flow models and cash flow forecasts with IRR, equity multiple, cash on cash, and additional metrics. Develop an in-depth understanding of retail leases; analyze the same with regards to tenant control rights, expense reimbursements, percentage rent obligations, co-tenancy impacts, etc. Work closely with key company personnel across various internal groups to assist with acquisitions, financing, refinancing, leasing and redevelopment projects. Analyze property performance in relation to budgets, re-forecast projections based on actual events and create pro forma projections based on potential opportunities. Project acquisition performance and produce both quantitative and qualitative reports that help investors understand financial risks and key return metrics. Perform ad-hoc reports and special projects as needed. Requirements College graduate with strong record of academic achievement and knowledge of commercial real estate (3-5 years of work experience). Candidate should be highly proficient in Microsoft Excel/Word and experienced with other standard business software. ARGUS Experience required. Candidate should be highly organized, have exceptional written and oral communication skills and should be able to take on multiple projects simultaneously in a fast-paced environment. COMPENSATION: Compensation commensurate with experience. Full benefits including health and dental insurance, 401K match and annual performance bonus. LOCATION: Sterling Corporate Headquarters - West Palm Beach, Florida Sterling Organization is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.

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 American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights. The Enterprise CRM Solutions team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The Enterprise Customer Relationship Management Solutions (ECRMS) team creates solutions for the Sales and Customer Domain via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. You will be a key member of the ECRMS Business Planning and Partner Management team that will collaborate and partner with business stakeholders, Tech strategy and portfolio management team, Engineering as well as Product teams to understand business initiatives, Report on the Product Roadmap delivery, prioritize the platform Priorities, participate actively in Annual planning. This role will report to the Acting Director of Business Planning & Partner Management, within the ECRMS organization **How will you make an impact in this role?** + The Manager - Digital Portfolio Management will be leading and managing the annual investment planning for ECRMS team. + Manage prioritization of business initiatives in Partnership with Engineering, product and Tech Strategy and transformation team. + Conduct financial forecast discussions with business unites in coordination with Engineering & Product ECRMS Sales teams. + Reconcile financial details across planning and execution systems, investigating and resolving discrepancies + Coordinate, communicate and facilitate the progress of all strategic business initiatives committed at platform level. + Will be leading the portfolio reporting focused on Capacity planning & management across all lines of business and will provide optimization recommendations. + Will be leading the management of Rally governance, Agile compliance, Workspace management, Software cap attestation. + Will be managing ECRMS Sales forecast in our project planning tools, coordinating between lines of business, Product and Engineering teams. + Partner with other portfolio teams to adopt best practices, identify opportunities in Analytics internal data tools to understand measure success and impact to critical metrics + Will be crafting visually impactful presentations to tell a compelling story. **Qualifications:** + Degree in business management or economics, Advance Degree preferred. + Should be comfortable providing your point-of-view and communicate clear recommendations to Senior Leaders. + Hands on experience in Microsoft office suite - PowerPoint decks, Advanced excel. + Excellent written and verbal communication skills with an experience of working closely with all levels of the organization. + You are collaborative, excellent relationship builder and should be able to influence without authority. **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Technologies **Primary Location:** US-Arizona-Phoenix **Other Locations:** US-New York-New York, US-Florida-Sunrise, US-Georgia-Atlanta **Schedule** Full-time **Req ID:** 25018535

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Essential Duties and Responsibilities * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits. * Assist in the pricing and structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyze specific industry trend data to identify potential areas of risk. * Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications: * Bachelor's degree in business, finance, accounting or equivalent work experience * 2 years experience required; 2 - 4 years preferred * Strong analytical abilities, credit underwriting skills * Goal oriented, ability to take initiative using strong problem-solving skills * Strong relationship building and interpersonal skills * Accurate grammar, typing, and spelling skills * Strong organizational skills * Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Essential Duties and Responsibilities * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits. * Assist in the pricing and structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyze specific industry trend data to identify potential areas of risk. * Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications: * Bachelor's degree in business, finance, accounting or equivalent work experience * 2 years experience required; 2 - 4 years preferred * Strong analytical abilities, credit underwriting skills * Goal oriented, ability to take initiative using strong problem-solving skills * Strong relationship building and interpersonal skills * Accurate grammar, typing, and spelling skills * Strong organizational skills * Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube