Portfolio manager jobs in Lenexa, KS

About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary The primary responsibility of the Associate Client Portfolio Manager - Fixed Income is to provide investment product expertise across American Century Investments' Fixed Income strategies. This role serves as a key representative of the Fixed Income investment team in meetings, conference calls, and seminars with clients, consultants, and prospects. The individual will work extensively with American Century's Fixed Income products, including our well-established suite of taxable and non-taxable offerings, as well as exciting new strategies including non-traditional ABS, systematic credit and multi-sector ETFs. This hybrid position will be based out of our New York, NY office. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. How You Will Make an Impact Recommend Demonstrate deep knowledge of American Century's Fixed Income products, philosophy, and process. Effectively communicate investment strategy, performance attribution, and market insights across macroeconomic, credit, and interest rate environments. Analyze macroeconomic indicators, yield curves, credit spreads, and sector trends. Interpret and communicate results using analytical tools such as Bloomberg, FactSet, eVestment Alliance, Morningstar, or Aladdin. Deliver persuasive presentations to institutional and intermediary clients, prospects, and consultants. Act as the technical expert for Fixed Income strategies in new business pitches, investment reviews, product launches, and conference calls. Travel as needed to meet with clients and consultants domestically and internationally. Travel requirements will vary based on business needs and market conditions. Conduct investment training sessions for sales and marketing teams, focusing on Fixed Income strategy positioning and market dynamics. Position Fixed Income products competitively against peers, highlighting differentiators such as risk management, ESG integration, and portfolio construction. Create and maintain high-quality presentation materials tailored to Fixed Income strategies. Lead the development and updates of investment marketing content. Maintain detailed documentation of Fixed Income investment processes, philosophies, and portfolio construction methodologies. Serve as a liaison between the Fixed Income portfolio management teams and client-facing teams, ensuring alignment on strategy, risk, and performance messaging. Collaborate with investment teams to identify opportunities for new Fixed Income products and enhancements. Provide market feedback to inform product development. Support RFP responses related to Fixed Income strategies and ensure accurate product positioning. Lead or contribute to ad hoc projects that support the growth and evolution of the Fixed Income investment platform.5-8 bullets max What You Bring to the Team (Required) Bachelor's degree in finance, economics, or a related field. MBA preferred. CFA and/or CAIA designation strongly desired. Minimum of 5+ years of experience in Fixed Income investment management or sales. Proven experience in investment communications, product management, or client portfolio management within Fixed Income. Strong verbal, written, and presentation skills with the ability to translate complex investment concepts into client-friendly language. Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven. Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven. Additional Assets (Preferred) Deep understanding of Fixed Income markets, instruments, and portfolio construction techniques. Ability to adapt to a dynamic coverage model and manage multiple product lines. Strategic mindset with a focus on franchise development and product positioning. Ability to synthesize top-down macro views with bottom-up credit and sector insights. Experience developing thought leadership content and delivering it across multiple channels. Institutional-quality communication skills Strong relationships with distribution, product management, and investment teams. Comfort with leveraging technology and data tools to enhance productivity and communication. The above statements are not intended to be a complete list of all responsibilities, duties, and skills required. What We Offer Competitive compensation package with bonus plan Generous PTO and competitive benefits 401k with 5% company match plus annual performance-based discretionary contribution Tuition reimbursement, formal mentorship program, live and online learning Learn more about our benefits and perks. For New York and California based candidates, the salary range for this role is [INSERT RANGE HERE]. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more. Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid American Century Proprietary Holdings, Inc. All rights reserved.

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $134,000.00 - $210,500.00 (Amount based on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This Job The main purpose of this job is to manage assigned client portfolios, including establishment of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service. Essential Functions Participate in leadership activities, including policy and strategy committees Serve as a resource for other members of department Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations Provide timely implementation of security-specific recommendations in assigned client portfolios Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues Provide support to the investment committees by providing complete and timely information about assigned client portfolios Maintain constructive, pro-active working relationship with private client associates to provide timely client service Participate in new business development Perform other duties as assigned Knowledge, Skills & Abilities Required Advanced knowledge of portfolio management Understanding of various types of accounts and investment management Advanced presentation skills along with well-developed negotiation skills Independent decision-making skills Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience Bachelor's degree or equivalent combination of education and experience required 6+ years trust, bank or investment management experience required Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Portfolio Manager III & Senior - CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $134,000 to $210,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1000 Walnut St, Kansas City, Missouri 64106 Time Type: Full time

**Role Summary/Purpose:** As the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture & Electronic portfolios within the Home & Auto business segment you will hold full ownership of credit management activities and drive P&L outcomes that support the company's financial objectives. You will lead credit and operational risk assessments, credit policy enforcement, delinquency and fraud mitigation, and portfolio monitoring. In addition, you will influence deal structuring, pricing strategy, and evaluation of new portfolios and programs to optimize performance. This role serves as the primary credit liaison to the clients and internal teams, requiring strong cross-functional collaboration and leadership in delivering business and functional initiatives. **_Our Way of Working_** **_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._** **Essential Responsibilities:** + Own the partnership with the client to minimize risk exposure for both Synchrony and the retailer partners, while strategically growing the portfolio. + Collaborate effectively across functions to promote sustainable portfolio growth, enhance client satisfaction, and improve the customer experience within established risk guidelines. + Develop and deliver comprehensive presentations to clients and leadership that communicate credit performance and support data-driven decision making. + Champion innovative credit, fraud and authentication risk strategies by leveraging champion/challenger approaches to optimize portfolio performance + Provide credit oversight and expert input on deal renewals, new products, and pricing decisions, ensuring alignment with the company's risk appetite and portfolio objectives. + Set clear expectations and guidelines regarding risk tolerance and prudent portfolio growth to internal stakeholders. + Maintain a credible, constructive challenge to critical credit decisions and business processes to safeguard portfolio integrity. + Lead planning and coordination efforts with client teams to align business plans and strategic priorities. + Mentor and develop credit team members by imparting technical knowledge and fostering business acumen. + Undertake other responsibilities and special projects as required to support organizational goals. + Perform other duties and/or special projects as assigned. **Qualifications/Requirements:** + Strong programming skills in SAS, R, or Python with extensive experience analyzing large data sets using advanced modeling & data mining techniques to generate strategic, actionable credit insights. + Proficient experience with Tableau, SAS Visual Analytics, or similar tool + Demonstrated intellectual curiosity and a proactive approach to exploring complex credit risk challenges, continuously seeking innovative solutions and data-driven insights to enhance portfolio performance. + Proven leadership experience operating at a strategic level within cross-functional teams. + Bachelor's degree with 5+ years in a strategic analytical role, or alternatively, 9+ years of equivalent strategic analytical experience without a bachelor's degree. + Minimum of 5 years of leadership experience in portfolio management, emphasizing credit strategy, credit policy, and effective internal and external communications. + Demonstrated experience developing consumer credit risk strategies. + Excellent communication and presentation skills with the ability to engage and influence Synchrony senior leaders and client stakeholders + **Ability and flexibility to travel for business as required** **Grade/Level: 12** The salary range for this position is **135,000.00 - 230,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. **Eligibility Requirements:** + You must be 18 years or older + You must have a high school diploma or equivalent + You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process + You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. + New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Our Commitment:** When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. **Reasonable Accommodation Notice:** + Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. + If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time **Job Family Group:** Credit

CREDIT PORTFOLIO MANAGER-OVERLAND PARK, KS OR AURORA, CO As the Credit Portfolio Manager, you will manage an assigned portfolio of Business Banking (BB) and Small Business Banking (SBB) loans. This includes day-to-day management of the portfolio and processing loan annual reviews, loan renewals and loan modifications. How you will spend your time: Analyze business and personal financial statements and performing financial spreading of those statements. Utilize loan processing software to produce formal Loan Proposals for credit actions that will be presented for approval. Present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Portfolio Manager. Monitor portfolio continuously by tracking loan exceptions, BBC, covenants, past dues and other portfolio management activities. Recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken. Provide timely follow up and ensure that loan servicing actions are properly administered. Collaborate with Relationship Officers to both identify expansion opportunities and maintain credit quality for existing base of customers. Work with Relationship Officers to clear past dues, exceptions and covenants. This role will spend approximately 50% of their time performing the following functions: Manage and administer assigned BB and SBB loans identified as Strategic Asset Management (SAM) loans. Monitor and secure loan collateral. Conduct site visits and coordinate with various parties to liquidate loan collateral. Manage and monitor assigned SAM reports as applicable such as collateral impairment and watch list reports. Assist SBA Program Manager with various SBA related actions such as liquidation packages, workouts and general SBA loan processing. Review and manage the Quarter BB Score Report. We are excited to talk with you if you have: Bachelor's degree in Business, Accounting, Finance or related area with at least 6 hours of accounting 5+ years of experience with Business Banking loans up to $5MM 3+ years of experience underwriting Business Banking loans Demonstrated credit decision making skills and ability Demonstrated financial analytical skills with ability to solve complex problems by interpreting data and results Demonstrated excellent writing skills to create credit memos Demonstrates excellent verbal and interpersonal skills to communicate with sales force and credit managers Demonstrated ability to work independently Demonstrated proficiency of Excel, and Word to create tables and worksheets for credit memos Compensation Range: $57,760.00 - $124,170.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Treasury Management Portfolio Manager II manages a defined Treasury Management portfolio of medium to high complexity. Associate will be responsible for collaborating with Treasury Management Officers (TMO), Bankers, and Market leadership to proactively manage existing customers, Treasury Management Implementation (TMI) to oversee facilitation of implementing banking services to existing customers, and work with Management Operations, Product, and/or Pricing to escalate and resolve problems for Commercial customers. Essential Duties and Responsibilities * Fields escalated interactions with existing Treasury Management customers to assist with issues and concerns * Manage treasury portfolio of medium to high complexity * Identify opportunities to deepen existing customer relationships and cross sell TM products * Assists in customer training for new product lines * Clearly understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems, and general inquiries * Complete work in an efficient and accurate manner. Volume of work produced meets expectations. Plan, organize, and prioritize work to meet deadlines * Foster collaboration with other lines of business by building credibility and trust. * May accompany TMSC and/or TMI on customer calls * Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. * Performs other duties and responsibilities as assigned. 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 required. Skills * Ability to perform tasks quickly and accurately. * Ability to operate in a team environment to accomplish shared goals. * Ability to solve practical problems and interpret a variety of instruction provided in written and/or oral form. * Ability to read and interpret documents such as procedures manuals, general business correspondence and/or journals or government regulations. * Ability to maintain effective interpersonal relationships with management and team members. * Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor * Ability to identify and resolve/escalate problems with minimal guidance Education and/or Experience * Bachelors degree or equivalent work experience * Five plus years of related experience; with at least four years of Treasury Management experience preferred. Computer Skills * MS Office programs Certificates, Licenses, Registrations Other Qualifications (including physical requirements) * Thorough knowledge of treasury management products * Excellent professional verbal and written communication skills * Strong customer service skills * Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Other Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice. Skills Training: * Communication, Customer Service, Bank Products and Services, Telephone Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.

Position: Senior Investment Strategy Analyst Department: AE Wealth Management Marketing Reporting to: Director of Investment Strategy Location: Lenexa, KS - Onsite Overview: AE Wealth is seeking a Senior Investment Strategy Analyst to join our Investment Team and play a key role in managing and executing direct indexing-based strategies. In this role, you'll apply your technical expertise and independent judgment to support portfolios affecting significant client assets, ensuring accuracy, efficiency, and alignment with client goals. You'll be part of a collaborative, fast-paced team where your contributions directly impact thousands of clients. This is an opportunity to work on complex investment strategies, influence portfolio processes, and apply advanced analytical skills, all while supporting advisors and VPs with thoughtful guidance. If you thrive in a detail-oriented, high-responsibility role and enjoy seeing your work translate directly into client outcomes, this role is a great fit. This position is based in our Lenexa, KS office and is exclusively onsite. Please note that the company does not extend sponsorship opportunities. What you'll do: Manage daily portfolio activities for tax-managed SMAs, including optimization, loss harvesting, and trade execution. Serve as a subject matter expert on AE Direct/Strategic Index solutions, supporting VPs and advisors with strategy execution and portfolio adjustments. Co-lead discovery calls with VPs and advisors to assess client suitability for direct indexing strategies. Develop and present trade proposals and recommendations, providing thoughtful guidance for advisor-client discussions. Monitor model portfolios and trading parameters, ensuring precision, accountability, and independent decision-making. Run simulations and analyses to optimize portfolios, reduce tracking error, and support strategic recommendations. Implement advanced strategies, including options overlays, aligned with client objectives. Conduct investment research, contribute to due diligence reporting, and support model development. Mentor and help junior analysts and provide guidance on portfolio management best practices. Experience you'll bring: 3-5+ years in brokerage/RIA environments, with experience in SMAs and tax-advantaged accounts, particularly direct indexing. Strong knowledge of investment products, portfolio management, trade execution, and risk management. Proven ability to independently execute decisions affecting significant client assets, with meticulous attention to detail and sound judgment. Strong analytical, problem-solving, and communication skills. Experience with portfolio management systems, multi-factor risk models, and optimization programs. Positive attitude, professionalism, and commitment to excellent service for advisors and internal stakeholders. Bonus Points: Bachelor's degree or equivalent experience; advanced degrees or CFA/CMT progress is a plus. Series 7, 66 (or 63/65) license. Experience with block trade execution (equities and/or ETFs). Knowledge of listed index options. Mentorship experience and the ability to provide guidance on investment strategy execution. What you'll get: Amazing benefits including medical, dental, vision and 401k (with matching options) Generous PTO package from your start date Access to an on-site café, gym and primary care Continuous personal and professional development opportunities Recognition for hard work & exemplary performance Employee sponsored events…and more! Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily. #LI-MS1

The Manager of Utility Asset Management oversees the overall performance of utility assets within a region of the company, including ensuring up-time and profitability targets are established and reviewed, and company-wide processes and procedures are designed, implemented, and followed. This position reports to the Director of Utility Asset Management but works across all departments to promote company culture, drive profitability, and sustain growth. This is a management position tasked with building positive working relationships with team members, partners, company affiliates, owners, investors, and other stakeholders. **ESSENTIAL DUTIES AND RESPONSIBILITIES -** Other duties may be assigned. + Provide strategic direction, leadership, and support to a portion of the Asset Management team, including oversight and creation of the annual Asset Management budget and monitoring actual performance against budget. + Track Utility Asset performance against original planned goals and objectives, financial and operational goals. + Collaborate with the Facility Operations team for the assigned sites/region to perform regular reviews of portfolio properties and ensure physical aspects of the portfolio meet owner, lender, and investor standards. Assist in the development and monitoring of compliance programs as needed. + Provide ongoing portfolio analysis and recommendations as needed, including income, expenses, and capital projects. + Lead hiring, training, compliance, performance management, compensation, and company culture for the assigned region, ensuring strong employee relations and organizational effectiveness. + Ensure monthly, quarterly, and annual reporting requirements are met for owners, lenders, investors, and government entities for the assigned region. + Assist in annual budget preparation for all portfolio properties and entities for the assigned region. + Stay abreast of outstanding operational and management issues within the assigned region. + Assist in performing regular reviews of grounds, buildings, and property and ensure the physical aspects of the supervised portfolio meet company standards. + Execute Operations & Maintenance agreements and other related contracts for the assigned region. + Support the identification and onboarding of new vendors. + Utilize substation data to provide predictive, preventative maintenance plans for substation assets within the assigned region. **BASIC QUALIFICATIONS** + 6 or more years of utility, renewable energy, or other energy-related asset management. + Demonstrated experience collaborating effectively across all functional groups of an organization. + Experience managing a regional portfolio of work. + Able to travel up to 40% of the time or as needed to support relationship-building and team management. **PREFERRED QUALIFICATIONS** + Eight or more years of utility, renewable energy, or other energy-related asset management. + 2 or more years of people leader experience. + Experience managing large energy assets (100+ MW). + Established relationships with leading utility partners and O&M providers. + Demonstrated ability to negotiate service agreements >$5 million in value + Experience with managing generation assets + Demonstrated experience collaborating effectively with internal and external executives. **KNOWLEDGE, SKILLS, AND ABILITIES** + Leadership and decision-making skills, strong business and strategic planning capability, excellent communication skills, and the ability to apply analytical, problem-solving, and critical thinking skills in a fast-paced, changing, and growing environment. + Ability to motivate and persuade others to drive strategic outcomes, experience managing across multiple departments, and the attention to detail required to manage both projects and people within established timelines. + Focused on all aspects of Substation asset management including accounting, finance, operational management, asset management, information technology, and human resources. + Thorough understanding of electrical safety procedures and codes. + Technical acumen to read, translate, and apply the information contained in owner's equipment manuals and substation drawings. We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim. The "Know Your Rights" Poster is included here: Know Your Rights (English) (***************************************************************************************** Know Your Rights (Spanish) The pay transparency policy is available here: Pay Transparency Nondiscrimination Poster-Formatted (*********************************************************************************************** QTS 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. It's exhilarating to find yourself at a pivotal moment in history- and even more so to be leading the way. At QTS Data Centers, we are proud to stand at the forefront of today's dynamic digital transformation. Our world-class data centers empower our customers' most strategic growth initiatives, positioning us as a global leader in digital infrastructure. As AI and cloud technologies fuel the demand for increased speed, capacity, and innovation, QTS has emerged as the global digital infrastructure leader. We are committed to connecting the globe for good. Driven by purpose and a spirit of innovation, we design, build, and operate some of the most advanced data centers worldwide. In addition to our cutting-edge technology, we are dedicated to sustainability, incorporating renewable energy solutions to minimize our environmental footprint and drive meaningful impact. As a proud portfolio company of Blackstone, QTS is uniquely positioned to achieve ambitious growth and innovation goals. At QTS, we are _Powered by People_ . Our team members are the cornerstone of our culture, innovation, and growth. They are mission-driven, resourceful, and committed to making a positive impact in the communities where we live and work. Together, we're achieving remarkable things and shaping the future of digital infrastructure. And we'd like to invite you to join us. In addition to a variety of benefit packages, QTS goes above and beyond for our employees: + Roth and Traditional 401(k) matching contributions with immediate vesting + Every employee is bonus or commission eligible + Generous PTO, Paid Volunteer Days Plus Floating Holidays + Stock Purchase Plan (SPP) + 11 paid Holidays Annually/Holiday compensation when worked + Pet and Legal Insurance + Q-Rest Sabbatical Program + Q-Anniversary Service Award Program + Parental Leave for primary and secondary caregivers + Military Benefits Package + QTS Charitable Matching Gift Program + QTS Scholarship for Employee Dependents + QTS Crisis Fund + Wellness Program + Tuition Reimbursement Program

R10081499 Asset Manager (Open) How will you CONTRIBUTE and GROW? We are hiring! Airgas is Hiring for an Asset Manager (REMOTE) At Airgas, we RESPECT, HONOR and VALUE diversity. We are invested in cultivating a dynamic and inclusive culture. We are looking for you! * Strong passion for fostering an environment of Diversity, Inclusion and Respect. * Experience with developing, contributing, and supporting Airgas' commitment to a World Class Service, exceeding customer expectations and building brand loyalty. Excellent Benefits: Airgas offers a full benefits package that includes: Medical, Dental, Vision, Life, AD&D, Short Term and Long Term Disability Insurance, Vacation, Sick, Paid Holidays, 401(k) Retirement Plan with company match, Tuition Assistance and much more! Benefits Start after 30 days of employment Recruiter: Nardia Francis / ***************************** / ************ How will you CONTRIBUTE and GROW? Job Description Summary: Oversees and manages the AMG spare parts program on a national level. This includes defining the critical spares for each of the technologies, identifying and prioritizing gaps then leading a collaborative approach to closing the gaps. Optimize SAP for the spares program. Function as the Subject Matter Expert for all facets of spare parts management. Drive efficiencies in purchasing and stocking of spare parts * Maintain the site critical spare parts lists in conjunction with Plant Managers and Subject Matter Experts * Ensure proper implementation of spare parts/assets movement within SAP (site to storage location and vice and versa) * Manage refurbishment of all unrepaired capital assets in conjunction with Zone and AMG Procurement teams * Help identify and categorize spares that could potentially be shared between sites * Standardize spare parts storage, maintenance, and inventory levels based on business needs and criticality * Manage the 3rd Party Storage process including auditable records and monitoring of 3rd party storage facilities. Are you a MATCH? Required Qualifications * Associate Technical Degree or equivalent Military experience * 10 years in a directly related maintenance role or indirectly related inventory management role Preferred Qualifications * Bachelors degree preferred * Previous industry gas experience preferred About Airgas Airgas, an Air Liquide company, is a leading U.S. supplier of industrial, medical and specialty gases, as well as hardgoods and related products; one of the largest U.S. suppliers of safety products. Through the passion and diversity of its 18,000 associates, Airgas fosters a culture of safety, customer success, sustainability and innovation. Airgas associates are empowered to share ideas, take initiative and make decisions. Airgas is a subsidiary of Air Liquide, a world leader in gases, technologies and services for Industry and Health. Air Liquide is present in 78 countries with approximately 64,500 associates globally. Join us for a stimulating experience: you'll find a world of learning and development opportunities where inventiveness is at the heart of what we do, in an open, collaborative and respectful environment. ________________________ Are you a MATCH? EOE AA M/F/Vet/Disability Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status, or disability ________________________ Benefits We care about and support all Airgas associates. This is evident not only through our competitive compensation but also through a comprehensive benefits package that includes medical, dental, and vision plans, vacation, sick time, floating holidays, and paid holidays for full-time employees. We provide a progressive parental leave package for our eligible Airgas parents, offering generous paid time off for the birth or placement of children. Additionally, we offer our employees a 401k plan with company matching funds, tuition reimbursement, discounted college tuition for employees' dependents, and an Airgas Scholarship Program. _________________________ Your DIFFERENCES enhance our PERFORMANCE At Airgas, we are committed to building a workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultures across the world. We welcome and consider applications from all qualified applicants, regardless of their race, gender, sexual orientation, religion, disability or any other protected characteristic. We strongly believe a diverse organization opens up opportunities for people to express their talent, both individually and collectively and it helps foster our ability to innovate by living our fundamentals, acting for our success and creating an engaging environment in a changing world. _________________________ About Airgas Airgas, an Air Liquide company, is a leading U.S. supplier of industrial, medical and specialty gases, as well as hardgoods and related products; one of the largest U.S. suppliers of safety products; and a leading U.S. supplier of ammonia products and process chemicals. Through the passion and diversity of its 18,000 associates, Airgas fosters a culture of safety, customer success, sustainability and innovation. Airgas associates are empowered to share ideas, take initiative and make decisions. Airgas is a subsidiary of Air Liquide, a world leader in gases, technologies and services for industry and healthcare. Present in 60 countries with approximately 66,500 employees, Air Liquide serves more than 4 million customers and patients. Join us for a stimulating experience: At Airgas, you matter and so does the work you do. As a member of our team, you play an important role in the success of your team, making sure our products are created sustainably and delivered safely and efficiently. In turn, you'll find a welcoming workplace where you're valued for who you are and where you can fill your potential while growing a fulfilling career - whatever path you choose. _________________________ Equal Employment Opportunity Information We are an equal opportunity employer. We welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. Airgas, an Air Liquide Company is a Government contractor subject to the Vietnam Era Veterans' Readjustment Assistance Act of 1974 and Section 503 of the Rehabilitation Act of 1973. Airgas does not discriminate against qualified applicants with disabilities, and is committed to providing reasonable accommodations to the known disabilities of such individuals so as to ensure equal access to benefits and privileges of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact us by email at us-accommodationrequest@airgas.com. _________________________ California Privacy Notice

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Perform, and supervise others in the performance of, loan administration duties for commercial mortgage loans on behalf of the lender, with a particular focus on the collateral (typically income-producing, real estate). Support the processing of borrower requests as well as the general enforcement of loan **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Accurately and efficiently produce required analyses of operating statements and related financial statements of commercial income-producing properties and sponsors, including identifying and researching variances, normalizing and otherwise adjusting the statements, per lender requirements. + Perform (or review third-party) property inspections to verify sufficient maintenance of collateral, identify and report life safety issues, and other items of deferred maintenance. Prepare and transmit the resulting reports to the lender in a timely fashion (per lender deadlines). + Support the analysis, underwriting and recommendation of various borrower requests, including but not limited to requests for loan modifications, collateral releases, prepayment, maturity extensions, sales/assumptions and consent to tenant leases. + Analyze and process borrower requests for releases of funds from various reserve accounts, including but not limited to reserves for replacing capital items, reserves for leasing commissions and tenant improvements, and holdbacks for repairs or improvements. + Analyze and support the processing of proceeds from insurance loss claims. + Support the collection of delinquent loan payments, as well as the reporting of same. + Assist in the accurate and timely maintenance of the loan servicing system database regarding the loan accounting records, collateral-and borrower-related records, or other relevant records. + Identify and report borrower breaches of loan document requirements and report to managers of the department. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + Bachelor's degree or equivalent education and related training + Good written and verbal communication skills + Ability to efficiently and consistently produce accurate work + Basic understanding of loan accounting concepts, including interest accrual methodologies and amortization + Ability to read and comprehend most provisions of common commercial real estate loan documents + Demonstrated proficiency of basic computer skills, such as Microsoft applications + Basic-level skills with Adobe Acrobat (i.e., creation and manipulation of .PDF files) + Ability to travel, occasionally overnight **Preferred Qualifications:** + One year of experience with commercial real estate finance + Working knowledge of the commercial lending programs of Life Insurance Co lenders, Fannie Mae, Freddie Mac and Commercial Mortgage Backed Securities (CMBS) conduits, including the roles and responsibilities of servicers + Working familiarity with commercial property operating statements + Basic knowledge of engineering, architectural and landscape maintenance concepts, as they relate in a practical manner to commercial structures + Basic knowledge of the commercial building construction process, and construction lending + Basic knowledge of real estate law concepts \#BirminghamAL #KansasCityMO #KCMO #Leawood **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)

Velocity Staff is working with our client who is looking to hire, on a full time, permanent basis, an End User Specialist with strong ServiceNow IT Asset Management expertise. Service Now Asset Management Module Specialist would sit in the Asset Mgmt team. The right candidate would possess solid, progressive experience in IT Asset Management and strong knowledge of the components in Service Now to configure and manage and run those pieces in Service Now. Responsibilities Job Duties and Responsibilities: Maintain IT software and hardware asset tracking data in ServiceNow Design; implement and manage asset, vulnerability, and Discovery integrations with other systems Develop, document, implement, maintain, and support asset and Discovery governance policies, processes, procedures, and standards Support the design, development, and implementation of automated processes for gathering, populating, and maintaining CMDB data Reconcile the CMDB data when exceptions are noted, by working with stakeholders and CI data owners to ensure the quality of the CMDB data is maintained and all CI are up to date Develop scripts, workflows, and flows on the ServiceNow platform to automate tasks and integrations for the security and cybersecurity teams Provide software configuration and customization including, but not limited to, screen tailoring, workflow administration, report setup, data imports, integration, custom scripting, and third-party software integrations Additionally: Perform day-to-day support and maintenance of workflows in conjunction with the ServiceNow admin team Perform data analysis to identify data inaccuracies utilizing tools to drive data stabilization in the AMDB Review, analyze, and design solutions for the Service Catalog Develop and implement hardware and software asset management processes and procedures Define standards and ensure guidelines and controls are maintained The requirements herein are intended to describe the general nature and level of work performed by employee, but is not a complete list of responsibilities, duties, and skills required. Other duties may be assigned as required. Qualifications Minimum Requirements: Education and Experience 5 to 8 years of IT asset management or relatable IT experience that includes 3+ years of experience in IT Asset Management and Configuration Management using ServiceNow modules 2+ years of hands-on experience designing, implementing, and maintaining ServiceNow with a focus on IT Asset Management 3+ year experience managing leased assets Strong knowledge of ServiceNow CMDB and Discovery needed Experience developing, documenting, and implementing Asset Management and Configuration Management processes, policies, controls, and procedures Experience with multi-location coordination of technical resources Certifications/Licenses - ITIL Certification ITAM, CITAM, CHAMP industry certifications preferred Knowledge, Skills and Abilities Expert knowledge of ITAM standards Expert skills in Microsoft Excel Significant experience utilizing and managing ServiceNow Asset Management modules Excellent skills in problem-solving Excellent skills in customer service Able to consider and support both strategic and practical implications for proposed course of action Able to communicate clearly and effectively, both verbally and in writing Able to interact positively and work effectively with others (interpersonal skills) Able to organize time, energy, and resources effectively to achieve goals (organizational skills) Able to present a positive, energetic, and patient mentoring style Not ready to apply? Connect with us to learn about future opportunities.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Credit Asset Manager Consultant within PNC's Midland organization, you will be based remotely within the PNC Midland footprint. PNC provides a best in class office environment; and also supports remote and hybrid work environments. *Degree in Business, Finance or a related Degree. *5+ years of related business credit analysis experience. *Experience conducting deep analysis on company performance and financials. *Experience with commerical credit metrics and financials. *Strong working knowledge of financial software and advanced excel. *Interpersonal skills to diplomatically work with clients. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Oversees portfolio and Borrower requests of high complexity for securitized CMBS, Agency, SFR, SASB or other portfolios comprised of loans secured by income producing commercial real estate . + Analyze various financial reports, including property operating statements, loan guarantor financials, loan level covenants and market economic data. Review and interprets complex loan documents and servicing agreement requirements. + Evaluates credit risk and proposes risk mitigants using advanced commercial real estate expertise, including industry terminology and real estate capital markets while adhering to established procedures. + Prepares and presents formal recommendations for approval in accordance with applicable delegations of authority. + Engages in frequent verbal and written communication with external parties on highly complex matters, which may include borrowers and their representatives, internal and external legal counsel, rating agencies, special servicers, and investors. + May be the department level Subject Matter Expert of certain process(es). Mentors and assist with training of less experienced employees. Review and approve routine recommendations as contemplated under the delegation of authority. + Leads process improvement initiatives and special departmental projects. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Asset Management, Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue Recognition **Competencies** Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Financial Statement Analysis, Investment Reporting, Managing Multiple Priorities, Market Risk, Negotiating, Problem Solving, Regulatory Environment - Financial Services **Work Experience** Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License(s) **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our State and Local Tax (SALT) practice. Responsibilities: * Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance * Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience * Review information presented on state income tax returns before, during and after preparation * Build and manage client relationships, and supervise, mentor, and develop staff Additional Responsibilities for Senior Manager: * Oversee risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: * Minimum five years of recent experience preparing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues * Licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts * Ability to foster relationships both internally as well as with clients and desire to perform in a high-energy team environment * Exceptional writing, compliance, communication, management and tax research skills Additional Qualifications for Senior Manager: * Minimum eight years of recent experience * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $130900 - $284400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

**Requisition ID:** 178531 **Job Level:** Mid Level **Home District/Group:** DHO Information Technology Group **Department:** Technology Group **Market:** Corporate Home Office **Employment Type:** Full Time We are seeking a Portfolio Manager to join Kiewit's AI Technology & Services team. This role will lead Kiewit's centralized intake and portfolio management for AI initiatives, establishing an operating model that drives intake, prioritization, resourcing, governance, and value realization. You will work closely with Kiewit's districts, departments, and corporate groups (including Legal, Privacy, and Compliance) to eliminate ad-hoc, multi-channel intake, reduce duplication, and increase proof-of-concept to production conversion. This is a dynamic, cross-functional role that requires both technical fluency and a strong process and solution-oriented mindset, along with excellent communication skills, to help scale and sustain AI adoption across Kiewit **District Overview** Kiewit Technology Group builds solutions to enable and support our company's expansive operations. Our mission is to deliver project schedule and cost certainty by employing technology designed by and for the construction industry. Our team utilizes systems and tools that manage every part of Kiewit's business and the project lifecycle to improve planning and day-to-day execution in the field. We give our people real-time data to make faster, smarter decisions. **Location** This is a full time in-office role and candidates. This role is available out of the LaVista, NE or Lenexa, KS office. We will not offer relocation assistance for this role. **Responsibilities** + Establish and own a use case intake process with clear SLAs; retire ad-hoc email/DM requests; maintain the enterprise AI use-case registry + Conduct stakeholder discovery to map workflows, define needs and success metrics, and recommend right-sized solutions (AI/automation, process change, buy-vs-build) · + Apply a standardized prioritization rubric to assess business value, risk, feasibility, and scalability; sequence work across districts and departments + Define and enforce stage gates (Idea, Discovery, POC/Pilot, Production, Post-deployment) with readiness/kill criteria and acceptance thresholds + Lead buy-vs-build assessments and vendor evaluations using sanitized datasets, as-needed. + Run recurring portfolio reviews; publish decisions, next steps, and rationale to ensure transparency + Build and publish portfolio dashboards and brief leadership regularly + Manage portfolio economics; forecast resourcing and demand; recommend trade-offs based on constraints and impact + Maintain accurate documentation and artifacts for decisions and lessons learned **Qualifications** + Bachelor's degree in Business, Information Technology, Engineering, or a related field (or equivalent experience) + 5+ years of experience managing portfolio, program, or product work in enterprise technology + Proven track record guiding initiatives from intake through prioritization and stage-gated delivery + Demonstrated understanding of AI, Generative AI, and machine learning concepts and comfortable working in this space + Working fluency with Generative AI patterns (LLMs, RAG, evaluation frameworks) and enterprise AI tools such as Microsoft 365 Copilot, Copilot Studio, and ChatGPT Enterprise + Certifications in portfolio management (e.g., PMP, PgMP, SAFe Lean Portfolio Management) are a plus + Certifications in AI/ML, Microsoft AI technologies (e.g., Azure AI, Microsoft Copilot, Power Platform), and other Generative AI platforms (e.g., ChatGPT Enterprise) are a plus + Excellent communication and interpersonal skills, with the ability to work across diverse teams and roles; able to translate SME needs into requirements and measurable outcomes + Strong analytical and problem-solving skills, with a willingness to dive into complex and ambiguous challenges + Process and solution-oriented thinker able to analyze business workflows, identify inefficiencies, and recommend the right AI or technology solutions + Proficient with enterprise documentation platforms including ServiceNow, Azure DevOps, Power BI, and SharePoint + Experience with vendor management, contract negotiation, and third-party software implementation is a plus \#LI-AK1 Other Requirements: + Regular, reliable attendance + Work productively and meet deadlines timely + Communicate and interact effectively and professionally with supervisors, employees, and others individually or in a team environment. + Perform work safely and effectively. Understand and follow oral and written instructions, including warning signs, equipment use, and other policies. + Work during normal operating hours to organize and complete work within given deadlines. Work overtime and weekends as required. + May work at various different locations and conditions may vary. We offer our fulltime staff employees a comprehensive benefits package that's among the best in our industry, including top-tier medical, dental and vision plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off. Equal Opportunity Employer, including disability and protected veteran status. Company: Kiewit

**Role Summary/Purpose:** As the Portfolio Credit Manager for a large portion of the Home Core Furniture & Electronic portfolios within the Home & Auto business segment you will hold full ownership of credit management activities and drive P&L outcomes that support the segments financial objectives. You will lead credit and operational risk assessments, credit policy enforcement, delinquency and fraud mitigation, and portfolio monitoring. In addition, you will influence deal structuring, pricing strategy, and evaluation of new portfolios and programs to optimize performance. This role serves as the primary credit liaison to the clients and internal teams, requiring strong cross-functional collaboration and leadership in delivering business and functional initiatives. **_Our Way of Working_** **_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._** **Essential Responsibilities:** + Own the partnership with the client to minimize risk exposure for both Synchrony and the retailer partners, while strategically growing the portfolio. + Collaborate effectively across functions to promote sustainable portfolio growth, enhance client satisfaction, and improve the customer experience within established risk guidelines. + Develop and deliver comprehensive presentations to clients and leadership that communicate credit performance and support data-driven decision making. + Champion innovative credit, fraud and authentication risk strategies by leveraging champion/challenger approaches to optimize portfolio performance + Provide credit oversight and expert input on deal renewals, new products, and pricing decisions, ensuring alignment with the company's risk appetite and portfolio objectives. + Set clear expectations and guidelines regarding risk tolerance and prudent portfolio growth to internal stakeholders. + Maintain a credible, constructive challenge to critical credit decisions and business processes to safeguard portfolio integrity. + Lead planning and coordination efforts with client teams to align business plans and strategic priorities. + Mentor and develop credit team members by imparting technical knowledge and fostering business acumen. + Undertake other responsibilities and special projects as required to support organizational goals. + Perform other duties and/or special projects as assigned. **Qualifications/Requirements:** + Strong programming skills in SAS, R, or Python with extensive experience analyzing large data sets using advanced modeling & data mining techniques to generate strategic, actionable credit insights. + Proficient experience with Tableau, SAS Visual Analytics, or similar tool + Demonstrated intellectual curiosity and a proactive approach to exploring complex credit risk challenges, continuously seeking innovative solutions and data-driven insights to enhance portfolio performance. + Proven leadership experience operating at a strategic level within cross-functional teams. + Bachelor's degree with 5+ years in a strategic analytical role, or alternatively, 9+ years of equivalent strategic analytical experience without a bachelor's degree. + Minimum of 5 years of leadership experience in portfolio management, emphasizing credit strategy, credit policy, and effective internal and external communications. + Demonstrated experience developing consumer credit risk strategies. + Excellent communication and presentation skills with the ability to engage and influence Synchrony senior leaders and client stakeholders. + **Ability and flexibility to travel for business as required** **Grade/Level: 12** The salary range for this position is **135,000.00 - 230,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. **Eligibility Requirements:** + You must be 18 years or older + You must have a high school diploma or equivalent + You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process + You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. + New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Our Commitment:** When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. **Reasonable Accommodation Notice:** + Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. + If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time **Job Family Group:** Credit

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $26.70 - $31.50 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to provide a high level of support to the team. This role will answer client questions, provide specialized reporting, and help with internal communications. Essential Functions Provide compliance and investment support to team members, including preparation of client presentation materials and customized reports Provide support assistance to clients Provide administrative support to investment committees Attend all internal investment related meetings to advance investment acumen Perform other duties as assigned Knowledge, Skills & Abilities Required Basic analytical and problem-solving skills Basic knowledge of the investment field Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience Bachelor's degree in Finance or equivalent combination of education and experience required 1+ year experience in Trust, Bank or Investment Management experience preferred Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation preferred ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Portfolio Manager Associate - CTC job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $26.70 to $31.50 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1000 Walnut St, Kansas City, Missouri 64106 Time Type: Full time

**CREDIT PORTFOLIO MANAGER-OVERLAND PARK, KS OR AURORA, CO** As the Credit Portfolio Manager, you will manage an assigned portfolio of Business Banking (BB) and Small Business Banking (SBB) loans. This includes day-to-day management of the portfolio and processing loan annual reviews, loan renewals and loan modifications. **How you will spend your time:** + Analyze business and personal financial statements and performing financial spreading of those statements. + Utilize loan processing software to produce formal Loan Proposals for credit actions that will be presented for approval. + Present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Portfolio Manager. + Monitor portfolio continuously by tracking loan exceptions, BBC, covenants, past dues and other portfolio management activities. + Recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken. + Provide timely follow up and ensure that loan servicing actions are properly administered. Collaborate with Relationship Officers to both identify expansion opportunities and maintain credit quality for existing base of customers. + Work with Relationship Officers to clear past dues, exceptions and covenants. This role will spend approximately 50% of their time performing the following functions: + Manage and administer assigned BB and SBB loans identified as Strategic Asset Management (SAM) loans. + Monitor and secure loan collateral. Conduct site visits and coordinate with various parties to liquidate loan collateral. + Manage and monitor assigned SAM reports as applicable such as collateral impairment and watch list reports. + Assist SBA Program Manager with various SBA related actions such as liquidation packages, workouts and general SBA loan processing. + Review and manage the Quarter BB Score Report. **We are excited to talk with you if you have:** + Bachelor's degree in Business, Accounting, Finance or related area with at least 6 hours of accounting + 5+ years of experience with Business Banking loans up to $5MM + 3+ years of experience underwriting Business Banking loans + Demonstrated credit decision making skills and ability + Demonstrated financial analytical skills with ability to solve complex problems by interpreting data and results + Demonstrated excellent writing skills to create credit memos Demonstrates excellent verbal and interpersonal skills to communicate with sales force and credit managers + Demonstrated ability to work independently + Demonstrated proficiency of Excel, and Word to create tables and worksheets for credit memos **Compensation Range:** $57,760.00 - $124,170.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB

The Manager of Utility Asset Management oversees the overall performance of utility assets within a region of the company, including ensuring up-time and profitability targets are established and reviewed, and company-wide processes and procedures are designed, implemented, and followed. This position reports to the Director of Utility Asset Management but works across all departments to promote company culture, drive profitability, and sustain growth. This is a management position tasked with building positive working relationships with team members, partners, company affiliates, owners, investors, and other stakeholders. ESSENTIAL DUTIES AND RESPONSIBILITIES - Other duties may be assigned. * Provide strategic direction, leadership, and support to a portion of the Asset Management team, including oversight and creation of the annual Asset Management budget and monitoring actual performance against budget. * Track Utility Asset performance against original planned goals and objectives, financial and operational goals. * Collaborate with the Facility Operations team for the assigned sites/region to perform regular reviews of portfolio properties and ensure physical aspects of the portfolio meet owner, lender, and investor standards. Assist in the development and monitoring of compliance programs as needed. * Provide ongoing portfolio analysis and recommendations as needed, including income, expenses, and capital projects. * Lead hiring, training, compliance, performance management, compensation, and company culture for the assigned region, ensuring strong employee relations and organizational effectiveness. * Ensure monthly, quarterly, and annual reporting requirements are met for owners, lenders, investors, and government entities for the assigned region. * Assist in annual budget preparation for all portfolio properties and entities for the assigned region. * Stay abreast of outstanding operational and management issues within the assigned region. * Assist in performing regular reviews of grounds, buildings, and property and ensure the physical aspects of the supervised portfolio meet company standards. * Execute Operations & Maintenance agreements and other related contracts for the assigned region. * Support the identification and onboarding of new vendors. * Utilize substation data to provide predictive, preventative maintenance plans for substation assets within the assigned region. BASIC QUALIFICATIONS * 6 or more years of utility, renewable energy, or other energy-related asset management. * Demonstrated experience collaborating effectively across all functional groups of an organization. * Experience managing a regional portfolio of work. * Able to travel up to 40% of the time or as needed to support relationship-building and team management. PREFERRED QUALIFICATIONS * Eight or more years of utility, renewable energy, or other energy-related asset management. * 2 or more years of people leader experience. * Experience managing large energy assets (100+ MW). * Established relationships with leading utility partners and O&M providers. * Demonstrated ability to negotiate service agreements >$5 million in value * Experience with managing generation assets * Demonstrated experience collaborating effectively with internal and external executives. KNOWLEDGE, SKILLS, AND ABILITIES * Leadership and decision-making skills, strong business and strategic planning capability, excellent communication skills, and the ability to apply analytical, problem-solving, and critical thinking skills in a fast-paced, changing, and growing environment. * Ability to motivate and persuade others to drive strategic outcomes, experience managing across multiple departments, and the attention to detail required to manage both projects and people within established timelines. * Focused on all aspects of Substation asset management including accounting, finance, operational management, asset management, information technology, and human resources. * Thorough understanding of electrical safety procedures and codes. * Technical acumen to read, translate, and apply the information contained in owner's equipment manuals and substation drawings. We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information & Testing, Family & Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim. The "Know Your Rights" Poster is included here: Know Your Rights (English) Know Your Rights (Spanish) The pay transparency policy is available here: Pay Transparency Nondiscrimination Poster-Formatted QTS 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.

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager to join our Business Tax Services practice. Responsibilities: * Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients * Work as part of a multi-disciplinary team helping to provide industry knowledge and experience; manage teams of tax professionals and assistants working on client projects * Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build and manage client relationships * Oversee risk and financial performance of engagements including billing, collections, and project budgets * Advise clients and be accountable for delivering high quality tax service and advice * Participate in and contribute to market and business activities external to the firm Qualifications: * Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Bachelor's degree from an accredited college/university * Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Prior experience with pass-through entities, partnerships and corporations * Experience managing multiple client engagements and client service teams * Excellent verbal and written communications skills with the ability to articulate complex information KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

As the Portfolio Manager - BBBLC, you will be responsible for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500,000) that are reviewed, decisioned and managed by the BBLC (Business Banking Loan Center). You will partner with and support both relationship managers and client managers. You will perform credit underwriting related to requests for renewals, modifications, changes in terms, credit reviews and reaffirmations for the Business Banking and credit portfolios. How you'll spend your time: * You will analyze business and personal financial statements and work with the Business Banking Loan Center underwriting team to perform financial spreading of those statements. * You will present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Underwriter. * You will monitor portfolio continuously by tracking loan exceptions, BBC, covenants, pas dues and other portfolio management activities. * You will recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken. * You will provide specialized risk guidance and advice on existing portfolio of watch list credits across a multi-state geographical footprint. * You will secure financial information and test covenants requirements. * You will provide timely client follow up and ensure that loan servicing actions, such as past due payment collections, demand letters, law suits, and liquidations are properly administered. You may perform site visits if needed. * You will address complaints successfully, resolve documentation exceptions and covenant requirement violations. * Other duties as assigned. We're excited to talk with you if: * You possess a Bachelor's Degree in Business, Accounting, Finance or related area with at least 6 hours of accounting AND 1+ year in Business Loan experience (up to $5MM) AND 1+ year credit analysis experience. * OR, you have any combination of education and experience that would provide an equivalent background. * You demonstrate credit decision making skills and ability. * You demonstrate financial analytical skills with ability to solve complex problems by interpreting data and results. * You demonstrate excellent writing skills to create credit memos. * You demonstrate excellent verbal and interpersonal skills to communicate with sales force and credit managers. * You demonstrate ability to work independently. * You demonstrate proficiency of Excel, and Word to create tables and worksheets for credit memos. Bonus points if: * You have previous Business Loan collections experience. * You have 2 years' Business Loan credit underwriting. * You have knowledge of Capital Stream, FIS/BIS. * You have an aptitude to think strategically and envision future state of the portfolio. APPLICATION DEADLINE: NOVEMBER 15, 2025 Compensation Range: $51,480.00 - $99,330.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.