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Portfolio manager jobs in Levittown, PA

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  • Asset Manager

    Firstpro, Inc. 4.5company rating

    Portfolio manager job in Yardley, PA

    Reports to: VP of Asset Management Our client, a fast-growing real estate investment firm is seeking a dynamic Asset Manager to oversee a diverse portfolio of multi-family and retail properties. This is a high-impact role for a strategic, detail-oriented professional with a strong analytical background and deep industry knowledge. As their firm continues to expand its national and Canadian portfolio, this role offers significant growth potential and the opportunity to work alongside a seasoned and collaborative leadership team. Role Overview You will take ownership of the ongoing performance, risk, and value creation strategies for a select portfolio of preferred equity investments. The ideal candidate brings a balanced mix of financial rigor, market insight, and relationship management, all geared toward maximizing investment outcomes in a competitive real estate environment. Key Responsibilities Portfolio Risk Oversight Proactively identify and mitigate financial and operational risks across the asset base. Collaborate with the investment team to implement effective risk management protocols. Value Optimization Drive asset-level strategy execution, including repositioning plans, refinancing opportunities, and capital improvements designed to unlock long-term value. Financial & Investment Analysis Build and maintain complex financial models to support decision-making. Analyze portfolio performance, evaluate new opportunities, and recommend strategies to improve yield and returns. Performance Reporting & Communication Prepare and deliver detailed investment performance reports and market updates to internal stakeholders and external partners. Ensure timely, clear, and professional reporting in line with contractual obligations. Stakeholder Engagement Maintain strong working relationships with property owners, operating partners, and other stakeholders to ensure smooth execution across the lifecycle of each investment. Team Collaboration & Mentorship Contribute to a high-performing asset management team by supporting collective goals, mentoring junior staff, and sharing insights that enhance team and asset performance. Qualifications & Skills Bachelor's degree in Real Estate, Finance, Business, or a related field required; MBA or relevant advanced degree is a plus. Minimum 5 years of experience in real estate asset management. Strong command of real estate valuation, financial modeling, and investment analysis, including expertise with Excel and Argus. Ability to draft concise yet detailed approval memos for key decisions (e.g., buy/sell/hold, refinancing, capital expenditure). Strong verbal and written communication skills; able to translate complex financial concepts into clear business language.
    $71k-94k yearly est. 2d ago
  • Investor Relations Manager

    Quaker Houghton 4.6company rating

    Portfolio manager job in Conshohocken, PA

    Job Description About Us At Quaker Houghton, we are experts in the development, production and application of industrial process fluids, lubricants and coatings for the manufacturing industry. We have been an integral part in the growth of the world's largest industrial and manufacturing companies from aerospace and automotive to primary metal and energy. Today, we have a global presence, with our corporate headquarters located in Conshohocken, PA. Quaker Houghton is a global publicly traded company with a unique collaborative culture that supports career growth for its associates and offers competitive compensation and benefit programs. Job Summary Reporting directly to the VP, Investor Relations & Assistant Corporate Treasurer, the Investor Relations Manager will play a pivotal role in shaping and executing the Company's investor relations, financial communications, and treasury strategy. This individual will serve as a trusted advisor to senior leadership, driving proactive engagement with investors and analysts, and ensuring the Company effectively communicates its financial strategy, performance, and long-term value creation priorities to key stakeholders. Key Responsibilities Investor Relations Prepare quarterly earnings materials, including press releases, earnings call scripts, Q&A documents, and investor presentations, ensuring clear and compelling messaging. Partner with Finance, FP&A, and commercial teams to evaluate performance, and align financial messaging with strategy. Drive the preparation of executive and Board of Directors updates on capital markets activities, shareholder engagement, and investor sentiment. Partner with the Head of IR to coordinate, manage and engage institutional investors and sell-side analysts, fostering strong relationships and representing the Company's strategy, performance, and outlook. Monitor and analyze sell-side research, analyst financial models, and peer company disclosures to provide actionable insights to leadership. Develop and maintain competitive intelligence through peer benchmarking, industry trend analysis, and valuation studies to inform corporate strategy and messaging. Ensure compliance with disclosure best practices and SEC/Reg. FD requirements. Oversee planning and execution of key investor events, including Investor Day, non-deal roadshows, and industry conferences. Treasury & Global Risk Management Support the development of capital allocation frameworks, financing strategies, and long-term financial planning models. Prepare executive Board-level materials related to capital markets activity, capital structures, and financial strategy. Monitor capital structure, and debt/equity markets to identify risks and opportunities. Provide analytical and strategic support for debt and equity capital markets activities. Contribute to broader treasury initiatives, including capital markets, insurance, risk management, and other related areas. Qualifications Bachelor's degree required; MBA, CFA, or CPA strongly preferred. 5 years of progressive experience in investor relations, equity research, corporate finance, or related fields. Exceptional financial modeling, valuation, and analytical skills with a proven ability to synthesize complex data into strategic insights. Outstanding written and verbal communication skills with experience developing materials for senior executives, Boards of Directors, and external stakeholders. Strong interpersonal skills with demonstrated ability to engage credibly with institutional investors, analysts, and senior leadership. Strategic thinker who operates effectively in fast-paced, dynamic environments. Results-oriented with a high degree of accountability, professionalism, and integrity. Travel requirement: What's In It for You Competitive pay programs with excellent career growth trajectory Paid time off for volunteerism Dress for your day; how you dress is determined by what your day may bring Opportunity to participate in comprehensive benefit options including Medical, Dental, Vision, Parental Leave, Holiday Pay, Paid Time Off, Tuition Reimbursement, and Savings Plan Work for a global leader in the industrial process fluids industry Quaker Houghton provides equal employment opportunity for all qualified candidates. Quaker Houghton does not discriminate against any candidate for employment based on race, color, religion, sex, gender, gender identity or expression, affectional or sexual orientation, pregnancy, age, creed, ancestry, national origin, citizenship, marital or domestic partnership or civil union status, veteran's status, physical/mental disability, genetic information, or any other category protected by U.S federal, state, and/or local employment law. Furthermore, Quaker Houghton is committed to providing reasonable accommodations to qualified candidates with physical and/or mental disabilities.
    $91k-117k yearly est. 23d ago
  • Portfolio Manager CRE

    Tristate Capital Holdings, Inc. 4.8company rating

    Portfolio manager job in Philadelphia, PA

    Department: Credit The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. Primary Functions of the Position: * Underwrites requests for credit extensions to new and existing clients (new money business) * Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities * Prepares the following for presentation to Senior Loan Committee: * Credit Approval Request (CAR) * Modifications * Covenant Waivers/Amendments * Accurate and Timely Risk Rating * Assessment of Real Estate Sponsorship * Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur * In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties. * Ensures final loan documentation is consistent with credit approvals prior to closing. * Accompanies the relationship manager on prospect / client calls when appropriate Education and Experience Requirements: * Bachelor's Degree in Finance, Accounting, or related field * Minimum of 5 years of credit analysis and underwriting experience * Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred Essential Skills and Abilities: * Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types * Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction * Strong written and verbal communication skills * Strong presentation skills * Ability to work independently and within a team * Proficient in various spreadsheet and word processing applications, including the use of graphs and charts APPLY NOW TriState Capital Bank provides equal employment opportunity and advance in employment 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. TriState Capital Bank is an Equal Opportunity Employer.
    $137k-214k yearly est. 41d ago
  • Site Contracts Portfolio Manager

    Icon Plc 4.8company rating

    Portfolio manager job in Blue Bell, PA

    ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development. Title: Site Contracts Portfolio Manager Role Summary: Responsible for managing specific client partnership for the site contracts delivery, including portfolio level point of contact for internal and external stakeholders, managing performance activities and required KPIs for portfolio, pipeline monitoring, portfolio level metric reporting, preparing and updating portfolio templates, establishing portfolio level processes and procedures, and delivering training on client specific processes. Responsibilities: * Manages partnerships and working relationships at portfolio level for clients and/or projects. * Defines, manages, and executes the site contract and budget strategy for assigned clients within study and portfolio level timelines to meet client deliverables. * May be responsible for the fiscal management of allocated services with assigned clients including department budgeting and cost management, proposal/budget/RFP reviews, revenue recognition, units billing, identifying out of scope activities, and preparing change in scope documentation as required. * Provide review of Master Services Agreement and/or Work Order review for site contracts for assigned portfolio as needed. * May be responsible for support inputs into sales processes, i.e. maintenance of materials for RFIs, RFPs, or bid defense meetings, bespoke materials, and other ad hoc bid defense meeting attendance. * Works closely and proactively with client to actively lead, develop, support, and contribute to the continuous improvement of client specific processes and procedures. * Ensure consistency in adoption and implementation of client processes and expectations across site contracts team working on client portfolio. * Accountable for site contracts team efficiency and adherence to portfolio specific standard operating procedures (SOPs), work instructions(WIs), project instructions, timelines, quality check processes, and study budgets for assigned portfolio clients. * Provides portfolio level progress reporting, KPIs, and metrics to clients for site contracts activities. * Monitors and assists with resourcing management at portfolio level to ensure required resources are available for projects to meet project and/or portfolio timelines and deliverables. * Delivers training on client specific processes to site contracts negotiators and/or site contracts leads assigned to the portfolio. * Ensures process and delivery consistency across designated portfolios and/or projects. * May support portfolio level stakeholders, both internally and externally, in writing partnership manuals and/or governance plans. * Supports Senior Site Contracts Portfolio Manager, Contracts Managers, and/or Director, Site Contracts as needed. * Participates in initiatives to support improvement of client partnerships. * Leads and/or participates in departmental and interdepartmental initiatives and process improvements, as assigned. * Completes all required project, client, department, and ICON trainings on time and adheres to the applicable SOPs, processes, and procedures. What you need: * Bachelor's Degree * 6-9 years of experience in a Clinical Research environment * Demonstrates leadership skills and the ability to energize and develop others. * Creates an environment of teamwork and has the ability to establish and maintain good relationships internally and externally. * Operates independently with a willingness and ability to make decisions with minimal oversight and support. * Utilizes robust critical thinking to resolve issues and make rational judgements. * Able to effectively communicate with internal and external customers within all levels of the organization. * Highly detail oriented with careful attention to detail. * Ability to effectively organize, prioritize, and plan for competing priorities, including strong time management skills. * Excellent oral and written communication skills. * Strong attention to detail. * Great interpersonal and communication skills. * Confidence in dealing with external and internal clients. * Exhibits extensive competency in Microsoft Office Suite applications (i.e. Word, Excel, Powerpoint, Outlook). What ICON can offer you: Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent. In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family. Our benefits examples include: * Various annual leave entitlements * A range of health insurance offerings to suit you and your family's needs. * Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead. * Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being. * Life assurance * Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others. Visit our careers site to read more about the benefits ICON offers. At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles. Are you a current ICON Employee? Please click here to apply
    $107k-178k yearly est. 22d ago
  • Credit Portfolio Manager II- Construction Len

    Oceanfirst Bank 4.5company rating

    Portfolio manager job in Philadelphia, PA

    At OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily tasks in alignment with our core values. Together we foster an environment of respect, professionalism and diversity that makes OceanFirst a great place to work and do business. Great benefits include: on-site fitness facility at Red Bank and Toms River headquarter offices, employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #BecomeOceanFirst and make an impact in the local community! ABOUT YOUR ROLE: In concert with SCO, directs all facets of construction loan processing from origination to closing. Perform independent analysis for commercial loan requests that are more of a complex nature; evaluate and make recommendation to approve, deny or offer alternative structuring solution; manage the Bank's most complex construction loans. Prepare written analysis and succinctly summarize underlying risk, and recommend risk rating. Identify and document any deviations from the Commercial Loan Policy as appropriate. Review analyses performed by Credit Analyst staff, and, if applicable, incorporate into overall risk assessment. Recommend and approve credit decisions within established authority in conjunction with Credit Officer if applicable. Ensure adherence to all applicable laws, regulations and company guidelines as detailed in the Bank's credit policy. Provide guidance to less seasoned Credit Portfolio Managers and Credit Analyst staff. WHAT YOU WILL DO: 1. Direct all facets of construction loan processing from origination to closing. 2. Responsible for reviewing and/or negotiating Commercial Real Estate (CRE) loan documents, while protecting the Bank's interest, and providing management of a loan portfolio from the time the loans are approved until pay-off or maturity. 3. Manage the Bank's most complex construction loans. Prepare and manage construction budgets. 4. Partner with customers, attorneys, construction consultants and title company representatives, during all phases of financing and closing. Review third party reports for accuracy and relevant data. 5. Perform efficient and concise detailed analysis and quality underwriting of commercial/construction loan proposals including the most complex loans. Proactively and independently analyze and structure proposals and complete the underwriting and evaluation process. Identify loan structure alternatives and make recommendations on credit decisions. Be the final decision maker on credits within their individual lending authority. Ensure compliance with credit policy and underwriting requirements. 6. Maintain the overall credit quality of the region's loan portfolio by pro-actively identifying the impact of current economic and market trends on the portfolio; take appropriate action to mitigate and control risks. Identify and document any deviation from the Commercial loan policy as appropriate. 7. Discuss and review covenants and overall assessment with reviewers and establish turnaround/delivery requirements. Participate in customer meeting to provide expert analytical counsel and credit perspective. 8. Conduct thorough annual review of current portfolio clients including review of financials, site visits, and assessment of general business information and other factors that would be indicators of risk. 9. Perform analysis of secondary sources of repayment such as collateral; assess the quality and source of collateral marketability in a liquidation scenario. 10. Perform analysis of a guarantor's financial position through a thorough investigation of personal financial statements to develop an understanding of any contingent liabilities, and constructing an estimated personal net cash flow through the thorough investigation of personal tax returns and credit reporting documentation. 11. Prepare comprehensive written analysis for loan proposals including summary of financial statements, cash flow trends, management profiles, business and product cycles, operating performance and appropriate economic and market research. 12. Assign a credit risk rating. 13. Prepare in-depth loan package with detailed analysis and recommendations for presentation to reviewers and/or Management Credit Committee. Attend Management Credit Committee to provide input on overall assessment and answer questions regarding their credit analysis as necessary. May present credits to the Management Credit Committee. 14. In partnership with the Commercial Relationship Managers and Regional Managers, establish and maintain relationships with current and prospective customers. Leverage customer knowledge to proactively identify and recommend opportunities to cross-sell additional loan and non-credit products to clients. 15. Provide guidance to less seasoned Credit Portfolio Managers and credit analyst staff. 16. Ensure compliance of all required documentation and ensure loan terms and conditions adhere to established credit policy and approval. Ensure compliance with applicable federal, state and local laws and regulations, agency guidelines and organization policies. 17. Provide approval authority for commercial loans as specified by Loan Policy. WHAT WE EXPECT OF YOU: * Considerable knowledge of commercial real estate lending including letters of credit, borrowing base lending, multi-phased construction, and transactions secured by multiple collateral properties. * Strong technical expertise in closing and loan management functions. * Demonstrated ability to close commercial real estate loans and manage a commercial real estate loan portfolio. * Knowledge of commercial real estate finance, law, documentation, accounting and data systems * Thorough knowledge of commercial lending process including credit evaluation and underwriting expertise with proven success making independent credit assessments. Ability to analyze participation loans and other loans with complex covenant structures. * Thorough knowledge and understanding of credit approval policy and process with the proven ability to accurately interpret lending policy and apply same to the management of the portfolio. * Knowledge and understanding of qualitative portfolio analytics and metrics with the ability to utilize automated and manual analytical tools and techniques, including "what-if" scenarios and in-depth projective financial analysis to the most complex lending scenarios. * Ability to identify and quantify business risks and the key drivers of risk and focus decisions accordingly. * General understanding of bank's overall portfolio mix, concentration and exposure limits, risk philosophy. Ability to understand client industry and its fit into portfolio parameters * Thorough knowledge of banking regulations and laws governing commercial lending. * Strong written and oral communication skills with the ability to effectively communicate financial analysis detail in a clear, concise manner. Confident in the ability to present to senior management and/or Credit Committee as necessary. * Ability to establish and maintain professional internal partner and external client relationships. * Demonstrated ability to provide guidance and leadership to less seasoned staff. * Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines. * Demonstrated proficiency with Microsoft Office, with specific capability in Word and Excel. * Ability to maintain the confidentiality of credit and customer information.
    $109k-187k yearly est. 6d ago
  • Portfolio Manager

    Lincoln Property Company 4.4company rating

    Portfolio manager job in Horsham, PA

    The Portfolio Manager is responsible for overseeing the administration, performance, and strategic direction of a property portfolio. This role focuses on ensuring compliance with risk management policies, optimizing client relationships, and driving portfolio growth while maintaining alignment with organizational goals and market conditions. Key Responsibilities: Portfolio Oversight: Administer and manage the performance of a property portfolio, ensuring alignment with company strategies and regulatory requirements. Risk Management: Analyze, underwrite, and monitor assigned relationships, assessing financial and operational data to recommend risk mitigation and portfolio adjustments. Renewal Management: Collaborate with clients, support staff, and the credit department to manage the renewal process efficiently. Performance Reporting: Prepare detailed monthly performance reports for internal teams, leadership, and investors. Market Analysis: Stay informed of economic conditions, market trends, and legislative changes that may affect the real estate landscape and customer relationships. Risk Identification: Proactively identify and address risk and opportunity characteristics within the portfolio, with a forward-looking view of market conditions. Strategic Guidance: Provide insights on asset allocation, pricing trends, and industry-specific challenges to steer property originations and optimize portfolio performance. Innovation in Reporting: Develop and implement advanced portfolio reporting tools and methodologies for continuous monitoring and trend analysis. Concentration Risk Management: Help develop and monitor concentration risk methodologies, ensuring balanced portfolio exposure and mitigating over-concentration risks. Desired Competency, Experience and Skills: Strong background in commercial real estate. Experience in portfolio management, credit analysis, and risk mitigation strategies. Ability to interpret and analyze financial and operational data to drive decision-making. Knowledge of market trends, economic conditions, and regulatory guidelines. Excellent communication and collaboration skills for interacting with clients, team members, and stakeholders. Proficiency in creating detailed performance and risk reports for leadership and investors. Preferred Skills: Familiarity with statistical modeling and portfolio analysis tools. Understanding of property market dynamics and valuation metrics. Expertise in risk concentration methodologies and asset allocation strategies. About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
    $109k-193k yearly est. Auto-Apply 60d+ ago
  • Site Contracts Portfolio Manager

    Icon Clinical Research

    Portfolio manager job in Blue Bell, PA

    ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development. **Title:** Site Contracts Portfolio Manager **Role Summary:** Responsible for managing specific client partnership for the site contracts delivery, including portfolio level point of contact for internal and external stakeholders, managing performance activities and required KPIs for portfolio, pipeline monitoring, portfolio level metric reporting, preparing and updating portfolio templates, establishing portfolio level processes and procedures, and delivering training on client specific processes. **Responsibilities:** + Manages partnerships and working relationships at portfolio level for clients and/or projects. + Defines, manages, and executes the site contract and budget strategy for assigned clients within study and portfolio level timelines to meet client deliverables. + May be responsible for the fiscal management of allocated services with assigned clients including department budgeting and cost management, proposal/budget/RFP reviews, revenue recognition, units billing, identifying out of scope activities, and preparing change in scope documentation as required. + Provide review of Master Services Agreement and/or Work Order review for site contracts for assigned portfolio as needed. + May be responsible for support inputs into sales processes, i.e. maintenance of materials for RFIs, RFPs, or bid defense meetings, bespoke materials, and other ad hoc bid defense meeting attendance. + Works closely and proactively with client to actively lead, develop, support, and contribute to the continuous improvement of client specific processes and procedures. + Ensure consistency in adoption and implementation of client processes and expectations across site contracts team working on client portfolio. + Accountable for site contracts team efficiency and adherence to portfolio specific standard operating procedures (SOPs), work instructions(WIs), project instructions, timelines, quality check processes, and study budgets for assigned portfolio clients. + Provides portfolio level progress reporting, KPIs, and metrics to clients for site contracts activities. + Monitors and assists with resourcing management at portfolio level to ensure required resources are available for projects to meet project and/or portfolio timelines and deliverables. + Delivers training on client specific processes to site contracts negotiators and/or site contracts leads assigned to the portfolio. + Ensures process and delivery consistency across designated portfolios and/or projects. + May support portfolio level stakeholders, both internally and externally, in writing partnership manuals and/or governance plans. + Supports Senior Site Contracts Portfolio Manager, Contracts Managers, and/or Director, Site Contracts as needed. + Participates in initiatives to support improvement of client partnerships. + Leads and/or participates in departmental and interdepartmental initiatives and process improvements, as assigned. + Completes all required project, client, department, and ICON trainings on time and adheres to the applicable SOPs, processes, and procedures. **What you need:** + Bachelor's Degree + 6-9 years of experience in a Clinical Research environment + Demonstrates leadership skills and the ability to energize and develop others. + Creates an environment of teamwork and has the ability to establish and maintain good relationships internally and externally. + Operates independently with a willingness and ability to make decisions with minimal oversight and support. + Utilizes robust critical thinking to resolve issues and make rational judgements. + Able to effectively communicate with internal and external customers within all levels of the organization. + Highly detail oriented with careful attention to detail. + Ability to effectively organize, prioritize, and plan for competing priorities, including strong time management skills. + Excellent oral and written communication skills. + Strong attention to detail. + Great interpersonal and communication skills. + Confidence in dealing with external and internal clients. + Exhibits extensive competency in Microsoft Office Suite applications (i.e. Word, Excel, Powerpoint, Outlook). **What ICON can offer you:** Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent. In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family. Our benefits examples include: + Various annual leave entitlements + A range of health insurance offerings to suit you and your family's needs. + Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead. + Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being. + Life assurance + Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others. Visit our careers site (************************************* to read more about the benefits ICON offers. At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here (****************************************************** Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles. Are you a current ICON Employee? Please click here (****************************************************** to apply
    $85k-149k yearly est. 20d ago
  • Internal Portfolio Manager

    Mindlance 4.6company rating

    Portfolio manager job in Raritan, NJ

    Mindlance is a national recruiting company which partners with many of the leading employers in the Life Sciences, IT, and Financial Services sectors, feel free to check us out at ************************* Job Description Job Title: Internal Portfolio Manager Location: Raritan, NJ DURATION:- 6+ Months (Possibility of extension) Pay Rate: Best in the market Job Requirement: The Portfolio Manager will be responsible to develop, implement, and manage the program governance and portfolio management process for the development and roll-out of the Pharmaceutical Operating System. This role is responsible to manage the current governance processes, project reporting, and portfolio oversight processes while implementing new processes and teaching others. Upon completion of assignment, this role must transition management of portfolio projects to the appropriate segment leaders. Tasks include, but are not limited to: Refine, develop, create, and implement portfolio management processes Monitor compliance to current portfolio management processes and address deviations Manage current portfolio Develop and conduct training and communications regarding the governance and reporting processes Coordinate across functional groups Create process documentation and reporting Change management, Change agent Process management Portfolio management Project management, specifically of the top level Operating System deliverables Financial tracking with support of Pharmaceutical Finance Ensuring stakeholder alignment and clear communication processes Preparing agendas and presentations for governance meetings Communicating outcomes of governance meetings Skills required: Coordinate across functional groups Influence Collaborate Project management Portfolio management Budget management Excellent organization skills Excellent communications skills Ability to communicate to all levels of an organization (primarily Director level to Senior VP) Ability to manage a strategic global program Ability to implement process improvement in a global team Ability to create process documentation and reporting Excellent ability to drive change Ability to multitask and work with varying priorities Experience required: Bachelor's degree. A minimum of four (4) years' experience in project or portfolio management. Project management Portfolio management Experience in managing, developing, and implementing a portfolio management process. Qualifications Required: JIRA Tableau Knowledge of Share point. Additional Information Thanks & Regards, Shipra Chauhan | Team Recruitment | *************
    $93k-147k yearly est. 60d+ ago
  • Product Portfolio Manager

    Ba Candidate Gateway

    Portfolio manager job in Philadelphia, PA

    Role: Senior Product Portfolio Manager Department: Marketing Reports to: CMO Make a greater impact at Bonduelle Americas! At Bonduelle Americas, we're on a mission to make plant-rich eating easy, accessible, and joyful for everyone. As a certified B Corp, we invite people to embrace a flexitarian lifestyle with an expanding portfolio of plant-rich products available in and beyond the produce aisle. With four facilities and nearly 3,000 Associates in the US, we're part of something bigger: a global movement rooted in over 170 years of family heritage. Our parent company, Groupe Bonduelle (BON.PA), brings plant-rich foods to tables in nearly 100 countries and partners with growers who cultivate more than 173,000 acres of fresh, nutritious produce each year. At Bonduelle-Americas, you'll find more than just a career, you'll find purpose with a team that puts people first, values sustainability, and believes in doing well by doing good. Together, we're inspiring the shift towards a plant-rich diet that nourishes both people and the plant. Job Summary: We are seeking a strategic and results-driven Product Portfolio Manager to join our Americas team. This role is responsible for leading the development, optimization and lifecycle management of our fresh salads product portfolio. This role is critical in driving growth, profitability and innovation across multiple product categories, ensuring alignment with consumer trends, market dynamics and business objectives. Key Responsibilities: Develop and execute a portfolio strategies that balance innovation, renovation and rationalization. Conduct market analysis to identify growth opportunities and gaps in the portfolio. Manage SKU rationalization and optimization to improve margin and shelf efficiency. Collaborate with Commercial Strategy, R&D, Supply Chain and Finance to ensure portfolio initiatives are executable and profitable. Act as the central point of contact for portfolio-related initiatives. Facilitate alignment across marketing, sales, operations and finance. Analyze sales, margin and velocity data to inform decision-making. Develop business cases for new product launches and discontinuations. Track KPI's and provide regular reporting on portfolio health and strategic process. Guide the prioritization of new product development based on strategic fit, consumer demand and financial viability. Ensure a balanced-pipeline of core, seasonal and breakthrough innovations. Support go-to-market strategies and launch readiness in partnership with Digital, Shopper and Sales. What you'll bring: Bachelor's degree in Marketing, Business Administration, or related field; MBA preferred 5+ years experience in product management, brand strategy or portfolio management within the CPG industry Excellent analytical skills with the ability to translate data into actionable marketing insights Excellent communication and presentation skills with a strong attention to detail Proficiency in syndicated data tools and portfolio management frameworks Familiarity with innovation stage-gate processes and commercialization Strong financial acumen and experience with P&L management Compensation and Benefits: Actual compensation will be determined based on a combination of factors, including skills, experience, expertise, and location. In addition to base pay, this position may be eligible for bonuses or other incentive programs as part of a comprehensive total rewards package, which includes: ● Medical, dental, and vision coverage with multiple plan options 401(k) retirement savings plan with diverse investment choices Generous paid time off and paid holidays Tuition reimbursement and professional development programs ● Employee discounts, wellness initiatives, and company-sponsored events
    $85k-149k yearly est. 6d ago
  • Product Portfolio Manager

    External

    Portfolio manager job in Philadelphia, PA

    Role: Senior Product Portfolio Manager Department: Marketing Reports to: CMO Make a greater impact at Bonduelle Americas! At Bonduelle Americas, we're on a mission to make plant-rich eating easy, accessible, and joyful for everyone. As a certified B Corp, we invite people to embrace a flexitarian lifestyle with an expanding portfolio of plant-rich products available in and beyond the produce aisle. With four facilities and nearly 3,000 Associates in the US, we're part of something bigger: a global movement rooted in over 170 years of family heritage. Our parent company, Groupe Bonduelle (BON.PA), brings plant-rich foods to tables in nearly 100 countries and partners with growers who cultivate more than 173,000 acres of fresh, nutritious produce each year. At Bonduelle-Americas, you'll find more than just a career, you'll find purpose with a team that puts people first, values sustainability, and believes in doing well by doing good. Together, we're inspiring the shift towards a plant-rich diet that nourishes both people and the plant. Job Summary: We are seeking a strategic and results-driven Product Portfolio Manager to join our Americas team. This role is responsible for leading the development, optimization and lifecycle management of our fresh salads product portfolio. This role is critical in driving growth, profitability and innovation across multiple product categories, ensuring alignment with consumer trends, market dynamics and business objectives. Key Responsibilities: Develop and execute a portfolio strategies that balance innovation, renovation and rationalization. Conduct market analysis to identify growth opportunities and gaps in the portfolio. Manage SKU rationalization and optimization to improve margin and shelf efficiency. Collaborate with Commercial Strategy, R&D, Supply Chain and Finance to ensure portfolio initiatives are executable and profitable. Act as the central point of contact for portfolio-related initiatives. Facilitate alignment across marketing, sales, operations and finance. Analyze sales, margin and velocity data to inform decision-making. Develop business cases for new product launches and discontinuations. Track KPI's and provide regular reporting on portfolio health and strategic process. Guide the prioritization of new product development based on strategic fit, consumer demand and financial viability. Ensure a balanced-pipeline of core, seasonal and breakthrough innovations. Support go-to-market strategies and launch readiness in partnership with Digital, Shopper and Sales. What you'll bring: Bachelor's degree in Marketing, Business Administration, or related field; MBA preferred 5+ years experience in product management, brand strategy or portfolio management within the CPG industry Excellent analytical skills with the ability to translate data into actionable marketing insights Excellent communication and presentation skills with a strong attention to detail Proficiency in syndicated data tools and portfolio management frameworks Familiarity with innovation stage-gate processes and commercialization Strong financial acumen and experience with P&L management Compensation and Benefits: Actual compensation will be determined based on a combination of factors, including skills, experience, expertise, and location. In addition to base pay, this position may be eligible for bonuses or other incentive programs as part of a comprehensive total rewards package, which includes: ● Medical, dental, and vision coverage with multiple plan options 401(k) retirement savings plan with diverse investment choices Generous paid time off and paid holidays Tuition reimbursement and professional development programs ● Employee discounts, wellness initiatives, and company-sponsored events
    $85k-149k yearly est. 6d ago
  • Client Portfolio Manager

    Brown Brothers Harriman & Co

    Portfolio manager job in Philadelphia, PA

    At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Client Portfolio Manager The BBH Investment Research Group (IRG) is the centralized investment team within BBH's Multi-Family Office (MFO) business that is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related decisions for our clients. Currently IRG oversees an asset base in excess of $56 billion dollars that is invested in over 25 different internal and external investment strategies. As part of IRG's dual mission of delivering investment excellence and inspiring client confidence, we recently launched the Client Portfolio Management & Strategy (“CPMS”) team, which is responsible for communicating our best investment thinking to our client teams and our clients. This Client Portfolio Manager position is a newly created role, reporting directly to the Head of CPMS. The CPMS team is integrated into the investment team, remaining current and informed on investment managers and portfolio strategy. The CPMS team works closely with 1) the Investment Research Team in IRG, keeping abreast of investment philosophy and approach, manager selection and market updates; 2) the Relationship Managers to ensure that clients' portfolios reflect IRG's best thinking, balanced with each client's respective goals and objectives; and 3) the Investment Operations & Analytics Team within IRG, which is responsible for executing IRG decisions, including manager onboarding and technology implementation. The Client Portfolio Manager is responsible for representing for our multi-asset class investment portfolios with our clients and prospects. This role is responsible for working directly with existing and prospective clients to represent BBH's investment strategies and overall portfolio approach. He/she will interact with existing and potential clients as an investment representative from IRG, perform ad hoc investment analyses as requested by clients, and oversee clients' asset allocation and portfolio construction alongside the clients' Relationship Manager, who serves as the primary point of contact for each client. The scope of work with clients includes preparing and presenting portfolio proposals, portfolio reviews, providing updates on individual investment manager strategies as well as contributing to written content and responding to investment enquiries. The ideal candidate will have experience in discussing portfolios with clients across multiple asset classes. The role also involves capturing key portfolio insights, research projects and other ad-hoc analyses. A strong skill set in synthesizing research findings is important, as is investment writing and creative presentation content. Investment collateral produced by CPMS can include macroeconomics, investment themes, portfolio composition, performance and characteristics, rationale for holdings and investment decisions at both an investment manager and a portfolio level. It will be important to stay abreast of the markets as well as developments with all managers on the BBH investment platform. While headquartered in New York City, the CPMS team has responsibility for Front Office and client facing activities across our US offices which in addition to New York, include Boston, Charlotte, Chicago, Houston, Nashville and Philadelphia. We are open to applicants who are seeking to be located in Boston and Philadelphia, with periodic travel to other offices, as needed. Some of your key responsibilities include: Portfolio Management Support Serve as an IRG investment expert for BBH's taxable and non-taxable clients, effectively communicating on our investment philosophy and portfolio approach to our clients. Work with the Investment Team to stay current on portfolios and communicate with clients about various managers and performance. Participate in client meetings and document key takeaways; ensure deliverables are met on a timely basis. Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios that will aid in investment decision making, including private equity modeling, portfolio look-throughs, capital gains and other tax information. Take the lead on monitoring legacy managers or individual holdings that are in client portfolios, but which are not covered by the Investment Research Team. Actively engage in IRG investment discussions and decision-making processes. Client Relationship Management Support Relationship Managers by providing information related to the investment platform and assisting with data and other information requests. Create timely client-specific materials, reports, and thought pieces to address client needs. Draft communications for relationship teams including, but not limited to: 1-pagers that summarize key data for each manager, top 10 investment holdings summaries, and Ad Hoc commentary (think: performance update, moved to watch list, personnel turnover, etc.). Participate as needed in the process to onboard new client relationships Assist with overseeing the management of timely and thoughtful responses to Relationship Management /client enquiries, including the effective organization and streamlining of all responses and FAQs. Asset Allocation, Market Analysis and Content Generation Assist with developing a process for CPMS to assist the Relationship Managers in ensuring that client portfolios are managed in accordance with the investment policy statement. Recommend rebalancing recommendations when markets move portfolios away from targets. Monitor and analyze portfolio exposure data for client policy portfolios. Analyze market and macroeconomic developments that may influence portfolio construction or other investment decisions. While we invest bottom-up, we worry top-down about risks that could impact the portfolio - assist in writing market commentary that inspires client confidence that we are monitoring all potential risks Stay informed of industry trends, investment manager updates, market and macroeconomic developments that may influence portfolio construction or Front Office/client communication. Qualifications: In addition to a strong work ethic, unquestioned integrity, a demonstrated record of professional success, and sound judgement, candidates should possess the following: BA or Equivalent, advanced degree and/or CFA/CAIA a plus 8+ years of relevant investment-related experience. Has a blend of both investment acumen and client experience to be a successful Client Portfolio Manager representing our business with our clients. Demonstrated interest in, along with ability, to represent a multi-asset class portfolio of exceptional investment managers. Strong conceptual and critical thinking skills. Excellent interpersonal skills and the ability to build trusted relationships with clients and colleagues . Outstanding written and verbal communication skills. Demonstrated ability to work in a collaborative team environment Strong quantitative and qualitative analysis skills, including data analysis. Experience managing and/or mentoring colleagues. Knowledge of BBH products, practices and investment philosophy, a plus Experience with Microsoft Office Products, particularly PowerPoint and Excel, required We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
    $85k-149k yearly est. Auto-Apply 60d+ ago
  • Portfolio Manager II - CRE

    Provident Bank 4.7company rating

    Portfolio manager job in Jackson, NJ

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: This CRE position's responsibilities include all aspects of Portfolio Management as relates to assigned portfolio loans. The primary focus will be assisting multiple Lenders with the monitoring and management of their portfolio, maintaining a small portfolio of their own and assisting with other department related assigned functions. Responsibilities will include the preparation of short term extensions, modifications, borrower contact and comprehensive financial review of both individual and project economics and valuation, guarantor analysis, market analysis and risk rating recommendation. The loan analyses include both CRE construction loans and CRE permanent mortgages. This position is considered more experienced in the job family. KEY RESPONSIBILITIES: Portfolio Management responsibilities including: Monitor maturities and past dues. Monitor covenant compliance of the CRE portfolio. Monitor the receipt, review and proper documentation of financials, loan approvals, loan documents, etc. Prepare Annual Reviews to assess credit quality and covenant compliance. Prepare short term extensions of matured loans. Preparation of Semi-annual construction reviews Covenant compliance; performs property inspections. Preparation of detailed excel Group Exposure Chart. Request quotes/order appraisal and environmental reports. Additional Responsibilities include: Detailed property descriptions and market analysis. Detailed analysis of financial statements. Project economics, income and expense analysis, tenancy analysis, and property valuations Construction budget analysis with determination of sources and uses of funds. Borrower and Guarantor analysis. Assess lending risks, clearly identify offsetting mitigates and summarize Recommendations. Prepare loan modification/covenant waiver memos. Completes special projects as directed by the CRE Portfolio Manager Team Leader. MINIMUM QUALIFICATIONS: Bachelor's degrees in Finance, Accounting or Economics required. Five (5) to Seven (7) years' work experience in all facets of commercial real estate within financial industry, with a strong concentration in Banking. Strong Comprehensive financial analysis skills / experience. Comprehensive Commercial Real Estate loan analysis experience. Ability to manage a commercial real estate portfolio Ability to assist multiple Lenders with management of their portfolio Strong verb and written communicative and analytical skills. Proficient with software programs (Microsoft Word, Excel & Argus), financial analysis programs and discounted cash flow models. Strong customer service skills. WORKING CONDITIONS Work is mainly performed in a normal office environment. Noise levels usually are moderate. May also involve travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $92,300 - $131,800 annually Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
    $92.3k-131.8k yearly 60d+ ago
  • JR - 192836 Portfolio Mgr - Clinic - Philadelphia, PA

    Vantive Manufacturing

    Portfolio manager job in Philadelphia, PA

    Vantive is a vital organ therapy company on a mission to extend lives and expand possibilities for patients and care teams everywhere. For 70 years, our team has driven meaningful innovations in kidney care. As we build on our legacy, we are deepening our commitment to elevating the dialysis experience through digital solutions and advanced services, while looking beyond kidney care and investing in transforming vital organ therapies. Greater flexibility and efficiency in therapy administration for care teams, and longer, fuller lives for patients- that is what Vantive aspires to deliver. We believe Vantive will not only build our leadership in the kidney care space, it will also offer meaningful work to those who join us. At Vantive, you will become part of a community of people who are focused, courageous and don't settle for the mediocre. Each of us is driven to help improve patients' lives worldwide. Join us in advancing our mission to extend lives and expand possibilities. Summary: The Portfolio Manager (PM) leads all strategy across the chronic PD portfolio for our Philadelphia, PA territory. Coordinates resource cohesion, collaboration, and implementation across the geography. Develops and maintains strategic physician and business led relationships. Coordinates the resources aligned to their geography with their PD Clinical Specialists (PDCS). Must understand all therapies, products and selling process. Responsible for negotiating all local contracts and serves as the point for all contractual communications. Responsibilities: Expand and grow PD therapy utilization focusing on increased PD referrals (new patients on PD) through strategic physician and business led relationships. Leads all strategy across PD therapies, while driving pre-tax associated margin and market share growth through direct provider engagement aligned with organizational strategic initiatives. Responsible for local contract creation and negotiation aligned with strategic pricing initiatives. Utilize business tools to target and grow high opportunity providers, focused on patient growth and retention. Prioritize and implement market initiatives to meet territory forecasts and goals. Conducts scientific/ technical sales presentations and discussions related to the portfolio Continuously increase and sharpen knowledge as well as selling, negotiation, and presentation skills. Maintain educational level of relevant tools and resources. Create, manage, and grow territory sales opportunity funnel to close new business and expand market share. Maximize territory growth via strong collaboration with various strategic accounts initiatives. Responsible for capturing and maintaining all relevant customer interactions via pristine boost (Salesforce) entries. Experience & Education: Bachelors Degree or 5+ years of relevant medical device and/or clinical sales experience Must have proven track record of closing new business Physician engagement experience in a selling environment is required. Experience calling on nephrologists and having established networks of physicians is preferred. Must be proficient at full sales cycle management (prospecting, lead qualification, solution selling and closing) Minimum of 3 years sales experience in a medical field required This person should have a track record of managing multiple projects and/or businesses while consistently meeting or exceeding sales objectives Advanced consultative sales skills including excellent interpersonal relationship skills. Ability to relate to various levels of management and staff in the clinic environment Demonstrated Negotiating Skills with ability to initiate, execute and close associated contractual processes Demonstrated forecasting skills Demonstrated ability to work collaboratively with other team members to ensure successful new business conversions and development at customer sites while supporting the goals of the business Demonstrated ability to negotiate and manage pricing contracts and renewals Ability to travel on average at least 50% of the time Must have valid Driver's License Comply with customer access guidelines and expectations (vendor credentialing) We understand compensation is a principal factor as you consider the next step in your career. At Vantive, we are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. The estimated base salary for this position is $115,000 - $125,000 annually. The estimated range is meant to reflect an anticipated salary range for the position. We may pay more or less than the anticipated range based upon market data and other factors, all of which are subject to change. Individual pay is based upon location, skills and expertise, experience, and other relevant factors. For questions about this, our pay philosophy, and available benefits, please speak to the recruiter if you decide to apply and are selected for an interview. US Benefits at Vantive This is where your well-being matters. Vantive offers comprehensive compensation and benefits packages for eligible roles. Our health and well-being benefits include medical, dental and vision coverage that start on day one, as well as insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance. Financial and retirement benefits include the Aon Pooled Employer Plan (“Aon PEP”), Vantive's 401(k) retirement savings plan, to help you prepare for your future. The Aon PEP is designed to help improve retirement outcomes by providing retirement resources more efficiently. The plan offers a robust set of investment options, financial education, and a suite of resources to support your retirement goals. We also offer Flexible Spending Accounts, educational assistance programs, and time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave. Additional benefits include commuting benefits, the Employee Discount Program, the Employee Assistance Program (EAP), and childcare benefits. Join us and enjoy the competitive compensation and benefits we offer to our employees. For additional information regarding Vantive's US Benefits, please speak with your recruiter or visit our Benefits site: Benefits | Vantive Equal Employment Opportunity Vantive is an equal opportunity employer. Vantive evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic. Know Your Rights: Workplace Discrimination is Illegal Reasonable Accommodation Vantive is committed to working with and providing reasonable accommodations to individuals with disabilities globally. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information. Form Link Recruitment Fraud Notice Vantive has discovered incidents of employment scams, where fraudulent parties pose as Vantive employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice.
    $115k-125k yearly Auto-Apply 16d ago
  • Senior Portfolio Manager, Fixed Income

    8427-Janssen Cilag Manufacturing Legal Entity

    Portfolio manager job in New Brunswick, NJ

    At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at ******************* Job Function: Finance Job Sub Function: Treasury Job Category: People Leader All Job Posting Locations: New Brunswick, New Jersey, United States of America Job Description: Johnson & Johnson is recruiting for a Senior Portfolio Manager, Fixed Income to be located in New Brunswick, NJ. The Senior Portfolio Manager, Fixed Income is a key member of the investment team that is responsible for managing a global asset pool exceeding $50 billion. This role is expected to lead the full lifecycle of public market fixed income investments, including manager and fund selection, due diligence, onboarding, monitoring, termination, and transition management. Furthermore, the position serves as a subject matter expert in liability-driven investing (LDI), analyzing liability profiles and recommending tailored investment strategies. Reporting directly to the VP, Head of Public Markets, the Sr. Manager will drive strategic execution across all aspects of fixed income investment activity. Major Responsibilities Lead all public market fixed income investment activities globally. Identify and evaluate fixed income funds and managers across diverse fixed income mandates. Conduct investment and operational due diligence; manage hiring, integration, monitoring, and termination of managers. Maintain a pipeline of viable investment opportunities and managers. Monitor and communicate performance of fixed income investments worldwide. Assess and enhance reporting for liability-driven investments. Track industry trends to identify top-performing managers and assess their potential fit within Johnson & Johnson's DB/DC plans and select non-U.S. plans. Recommend appropriate benchmarks for fixed income portfolios. Assign and communicate manager ratings to investment leadership and committees. Measure and manage active risk across fixed income portfolios. Source and evaluate new strategic and tactical investment opportunities. Prepare and present performance reports to global investment committees. Collaborate with investment team members and actuaries to understand liability dynamics and recommend hedging strategies (especially for U.S., Canada, and select European plans). Monitor U.S. pension funded status and collaborate with the CIO, Pension Plans and the VP, Head of Public Markets on any potential asset allocation changes resulting from a change in funded status. Lead asset/liability studies for smaller plans and collaborate across asset classes and cross-functionally to implement approved changes. For select non-U.S. plans and in partnership with local committees, oversee benefit investments, asset allocation, liquidity, funding and risk management; design and implement liability hedging programs. For select new non-U.S. plans, review investment arrangements; evaluate recommendations for local investment providers; review local consultants' proposals and challenge local consultants' assumptions; analyze potential investment implications of plan design changes and recommend appropriate action. Qualifications: Minimum of a Bachelor's Degree is required, an undergraduate degree in Business, Finance, Economics, or Statistics is strongly preferred. CFA, CAIA, CPA, or MBA is preferred Strong quantitative and analytical skills required. Deep expertise in public fixed income markets and strategies. Minimum of 5 years in institutional investment, with experience selecting fixed income managers. Knowledge of private credit is a plus. Proficiency in tools such as eVestment, Morningstar, Bloomberg, Backstop, and Factset. Advanced Excel skills, including modeling, are required Strong presentation capabilities, including an ability to clearly explain complex concepts to diverse audiences. Must be a self-starter, work independently with minimal supervision, as well as be a team player with excellent communication and relationship-building skills. Ability to thrive in a dynamic environment, manage multiple priorities, and demonstrate intellectual curiosity. Willingness to travel 25-30%, including internationally. Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via *******************/contact-us/careers . Internal employees contact AskGS to be directed to your accommodation resource. Required Skills: Preferred Skills: Leadership, Pension Administration, Pension Analysis, Pension Communications, Pension Systems, Process Improvements, Risk Assessments, Treasury Management The anticipated base pay range for this position is : $122,000.00 - $212,750.00 Additional Description for Pay Transparency: Subject to the terms of their respective plans, employees are eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). This position is eligible to participate in the Company's long-term incentive program. Subject to the terms of their respective policies and date of hire, employees are eligible for the following time off benefits: Vacation -120 hours per calendar year Sick time - 40 hours per calendar year; for employees who reside in the State of Colorado -48 hours per calendar year; for employees who reside in the State of Washington -56 hours per calendar year Holiday pay, including Floating Holidays -13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year Parental Leave - 480 hours within one year of the birth/adoption/foster care of a child Bereavement Leave - 240 hours for an immediate family member: 40 hours for an extended family member per calendar year Caregiver Leave - 80 hours in a 52-week rolling period10 days Volunteer Leave - 32 hours per calendar year Military Spouse Time-Off - 80 hours per calendar year For additional general information on Company benefits, please go to: - *********************************************
    $122k-212.8k yearly Auto-Apply 9d ago
  • Engagement Portfolio Lead - Insurance Domain

    Cognizant Technology Solutions 4.6company rating

    Portfolio manager job in Somerset, NJ

    At Cognizant, our global community sets us apart-an energetic, collaborative and inclusive workplace where everyone can thrive. And with projects at the forefront of innovation, you can build a varied, rewarding career and draw inspiration from dedicated colleagues and leaders. Cognizant is right where you belong. If you meet our background requirements and skills and are looking for an opportunity with these skills and expertise, here is the ideal opportunity for you! Cognizant Technology Solutions is looking for an Engagement Portfolio Lead to join the team of IT professionals in a role. If you meet our background requirements and skills and are in search of an opportunity with these skills and expertise, here is the opportunity for you! As an Engagement Portfolio Lead you will be responsible for overseeing and managing the Commercial Underwriting platform of the customer. You will leverage your extensive experience in program management to drive successful outcomes optimize resource allocation and enhance program delivery processes. This role requires a strategic thinker who can collaborate effectively in a hybrid work model. Role: Engagement Portfolio Lead/Program Portfolio Lead Extensive experience in Commercial Insurance domain Location: Jersey City, NJ Responsibilities * Lead the management of a complex Underwriting Platform * Oversee program delivery processes optimizing resource allocation and ensuring timely completion of projects. * Provide strategic guidance to program teams ensuring adherence to best practices and methodologies. * Accountable for the portfolio P&L and growth * Drive continuous improvement initiatives to enhance program delivery and resource management. * Analyze platform performance data to identify trends and areas for improvement. * Facilitate regular governance reviews and status updates with stakeholders. * Develop and maintain strong relationships with key CIO-1 level stakeholders to ensure program success. * Ensure compliance with organizational policies and procedures throughout the project lifecycle. * Support the development and implementation of project management tools and technologies. * Contribute to the overall success of the organization by delivering high-quality projects that meet stakeholder expectations. Qualifications * Possess extensive experience in Commercial Insurance domain * Possess extensive experience in program management with a proven track record of successful program delivery. * Demonstrate strong strategic thinking and problem-solving skills. * Exhibit excellent communication and interpersonal skills. * Have a deep understanding of project management methodologies and best practices. * A continuous learning mindset which allows constant evaluation of what upcoming technologies can be applied to solve customer problems Salary and Other Compensation: The annual salary for the position is between $104,850- $166,500 depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. WorkAuthorization: Cognizant will only consider applicants for this position who are legally authorized to work in the United States without company sponsorship Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: * Medical/Dental/Vision/Life Insurance * Paid holidays plus Paid Time Off * 401(k) plan and contributions * Long-term/Short-term Disability * Paid Parental Leave * Employee Stock Purchase Plan #LI-SA1 Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law The Cognizant community: We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive. * Cognizant is a global community with more than 300,000 associates around the world. * We don't just dream of a better way - we make it happen. * We take care of our people, clients, company, communities and climate by doing what's right. * We foster an innovative environment where you can build the career path that's right for you. About us: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant (a member of the NASDAQ-100 and one of Forbes World's Best Employers 2025) is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at ***************** Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws. Disclaimer: Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
    $104.9k-166.5k yearly 2d ago
  • Sr. Portfolio Manager - Equipment Finance

    Everbank

    Portfolio manager job in Trenton, NJ

    **Sr. Portfolio Manager** The Portfolio Manager Sr is responsible for monitoring and managing the credit risk of an assigned commercial loan portfolio. Ensures timely receipt of financial information and conducts periodic credit reviews, including performing accurate risk ratings. Evaluates and facilitates loan renewals and modifications. Manages large and complex portfolio, including managing syndicated loans. Identifies, reports, and manages underwriting quality and consistency plus conformity to underwriting policies and procedures. **Key Responsibilities and Duties** + Performs credit analysis on complex commercial loans by analyzing borrower and guarantor financial statements and performs financial modeling scenarios in accordance with credit policies. + Performs and documents analysis of credit risk, including financial covenants, assures that credits are property risk rated, consistent and compliant with loan grading policy and modifies servicing plans as needed. Possesses advanced credit analysis skills and has the ability to effectively interact with senior credit management. + Ensures compliance with all company credit and risk policies and procedures. + Early identification of deteriorating credits; develops comprehensive action plans in consultation with the Special Assets Department to minimize losses. + Serves as the primary liaison with customers and responds to customers' requests for modifications, extensions, or servicing needs. Monitors maturing loans and expiring commitments to ensure a timely refinance or payoff. + Designs, implements, and manages efficient procedural improvements to ensure proper risk compliance controls. Functional ownership of compliance tracking and reporting to senior credit leadership. + Strong knowledge of Federal banking industry regulations and operational compliance. Responsible for ensuring satisfactory regulatory and internal compliance results on assigned portfolio. **Minimum Qualifications** + 5 years of experience in the financial services industry + Knowledge and understanding of equipment financing including loans and leases **Preferred Qualifications** + 7+ years of healthcare credit experience + Experience lending to For Profit / Non-Profit Hospitals, Physician Practices, or Healthcare Imaging Centers **Educational Requirements** + University (Degree) Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC Posting end date: 12/31/25 **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $120,478 - $163,000 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
    $120.5k-163k yearly 6d ago
  • Senior Portfolio Manager, Private Asset Management (Philadelphia, PA)

    TIAA

    Portfolio manager job in Philadelphia, PA

    Sr. Portfolio Manager, Private Asset Management The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping broader investment approaches. Key Responsibilities and Duties Lead investment management for high-value client relationships with sophisticated needs. Ensure operational accuracy, compliance, and high-touch client servicing. Create and adjust asset allocation strategies to align with evolving client goals. Conduct in-depth portfolio reviews and guide long-term wealth planning conversations. Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities. Contribute to team investment philosophy and tactical allocation decisions. Collaborate with legal, tax, and planning experts to deliver holistic solutions. Serve as a subject matter expert in client meetings and internal strategy sessions. Identify risks and opportunities across portfolios and macroeconomic trends. Support growth of the Private Asset Management business through referrals and insights. Additional Responsibilities All licenses must be obtained within 120 days from start date. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 65 Physical Requirements Physical Requirements: Sedentary Work Career Level 9IC PLEASE NOTE: TIAA's Senior Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience prior to application. Related SkillsChange Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax Anticipated Posting End Date: 2026-01-30 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.
    $88k-154k yearly est. Auto-Apply 2d ago
  • Senior Analyst, Investor Services

    Hamilton Lane Incorporated 4.2company rating

    Portfolio manager job in Conshohocken, PA

    Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. What we do: As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025. The Opportunity: The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change. Your responsibilities will be to: * Analyze fund financial statements and perform a detailed review of investment activity. * Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation. * Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures. * Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity. * Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements. * Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems. * Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations. * Support department-wide initiatives as assigned; escalate questions and unusual items. * Prepare investment performance materials with a meticulous focus on data accuracy and quality. Your background will include: Must-haves: * College degree (B.A., B.S. or B.B.A.). * 2-4 years working experience * Financial Services and/or private equity experience is a plus * Highly motivated and organized; detail-oriented * Excellent written and verbal communication skills * Ability to manage multiple projects simultaneously and be able to prioritize workload * Day-to-day flexibility for ad hoc projects * Proactively identify challenges and offer solutions * Must be proficient in Microsoft applications (Word, Excel, PowerPoint) Nice to haves: * Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience. * Private Markets Evergreen fund operations experience. Travel: * If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly. Benefits: At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits: Enhancing Your Physical and Emotional Health Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program. Developing Your Career Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane. Supporting Your Family & Community For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team. For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents. Safeguarding Your Financial Wellbeing Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan. We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts. Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law. If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************. Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
    $121k-179k yearly est. Auto-Apply 17d ago
  • Manager, Alliance Management

    Lupin Pharmaceuticals

    Portfolio manager job in Somerset, NJ

    Lupin is comprised of a fast growing, innovative and robust team of manufacturing, Research and Development and commercial divisions. Together these entities make up the generic and branded U.S. business. Lupin has a significant generic pipeline, and a branded focus on women's health. Our first Research and Development facility in the US is located in Coral Springs, Florida which focuses on generic and branded orally inhaled and nasal drug products. Somerset, New Jersey is home to one of Fifteen commercial manufacturing sites globally and the only commercial manufacturing facility in the United States for Lupin, as well as additional Research and Development teams. Lupin is prided on being people-focused and centered around how impactful we are with our customers. Dollars are not a measure of success but rather the people we help along the way. Responsibilities Manager, Alliance Management Supports management business development and portfolio management with diverse pre-development, development and near-term commercial projects related tasks and processes resulting from in-licensing and development opportunities. This position requires relationship management with Lupin's internal and external partners; sound organizational skills; life-science industry product life-cycle experience and knowledge with the ability to manage many projects simultaneously and with multiple and evolving priorities. Strong analytical, oral and written, verbal skills are key to this position. The successful candidate will be able to operate with a fair degree of independence with minimum oversight in a fast-paced environment. This person will also bring exceptional interpersonal skills, with the ability to build a positive and productive team environment and develop relationships across organizations. The ability to interact with legal, finance, commercial, scientific and technical staff at all levels of the company and with external partners is key. Essential Duties & Responsibilities Proactively tracks, monitors and communicates development and contract achievements, obligations and any financial payments to project team leaders and management. Works with project team leaders to ensure that partners are on track to meet contractual obligations and milestones. Develops strong working relationships with key involved parties for each project, internally and externally. Interact as part of routine follow-ups with project team members comprising of Research and Development, Clinical, Legal, Regulatory and Finance teams to ensure clinical and non-clinical deliverables are met. Become part of effective process and tools for various phases of projects. Interface daily with Marketing/SCM teams, Portfolio, Quality and Finance; review various documents including forecast, lead-times, COGS analysis, budget and develop risk mitigation measures for potential issues. Identifying potential risks and issues and work with the group for effective mitigation and resolution. Update status on project expenditure in a timely fashion, project timelines in relation to approved budget and development/business agreements. Communicate findings on project timelines and progress to peers and immediate manager. Support new opportunities within the Project and Alliance Management functions with respect to product integration, relationship management and contractual commitments. Support project team members with collating information on current projects and potential opportunities in a database or appropriate location. Qualifications Qualification and Education MBA and/or Advanced degree in Scientific Discipline required Strong Analytical Skill Advanced skills in MS Office Suite (Excel, MS Project) Excellent soft skills e.g. track record in key stakeholder management, ability to facilitate and accelerate decision-making, experience in conflict resolution Strong negotiation skills: track records in negotiating and executing agreements, including handovers to the functional owner. Project management in Life-science industry experience plus. 3-5 years' experience preferably in pharmaceutical/biotech/research set-up Advanced skills in MS Office Suite (Excel, MS Project) Lupin is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, gender, religion, age, disability, veteran's status, or any other classification as required by applicable law. Physical Requirements The physical requirements of the position generally include: standing, walking, sitting, using hands and fingers, reaching with hands and arms, talking and hearing. In some circumstances, bending, kneeling, crouching, stooping, and crawling may apply. This position may require lifting up to 15 pounds occasionally. Generally work is performed in an office environment. The anticipated salary range for this position in New Jersey is $80,000 - $100,000, plus discretionary performance bonus (based upon eligibility). The final salary offered to a successful candidate may vary, and will be dependent on several factors that may include but are not limited to: the type and length of experience within the job, type and length of experience within the industry, skillset, education, business needs, etc. Lupin is a multi-state employer, and this salary range may not reflect positions that work in other states. Search Firm Representatives Please Read Carefully Lupin USA, and its Affiliates does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms for any current openings at our company without a valid written search agreement in place will be deemed the sole property of Lupin. No fee will be paid in the event a candidate is hired by Lupin as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, No phone calls or emails
    $80k-100k yearly Auto-Apply 60d+ ago
  • Portfolio Manager

    Lincoln Property Company Through Linkedin 4.4company rating

    Portfolio manager job in Horsham, PA

    The Portfolio Manager is responsible for overseeing the administration, performance, and strategic direction of a property portfolio. This role focuses on ensuring compliance with risk management policies, optimizing client relationships, and driving portfolio growth while maintaining alignment with organizational goals and market conditions. Key Responsibilities: Portfolio Oversight: Administer and manage the performance of a property portfolio, ensuring alignment with company strategies and regulatory requirements. Risk Management: Analyze, underwrite, and monitor assigned relationships, assessing financial and operational data to recommend risk mitigation and portfolio adjustments. Renewal Management: Collaborate with clients, support staff, and the credit department to manage the renewal process efficiently. Performance Reporting: Prepare detailed monthly performance reports for internal teams, leadership, and investors. Market Analysis: Stay informed of economic conditions, market trends, and legislative changes that may affect the real estate landscape and customer relationships. Risk Identification: Proactively identify and address risk and opportunity characteristics within the portfolio, with a forward-looking view of market conditions. Strategic Guidance: Provide insights on asset allocation, pricing trends, and industry-specific challenges to steer property originations and optimize portfolio performance. Innovation in Reporting: Develop and implement advanced portfolio reporting tools and methodologies for continuous monitoring and trend analysis. Concentration Risk Management: Help develop and monitor concentration risk methodologies, ensuring balanced portfolio exposure and mitigating over-concentration risks. Desired Competency, Experience and Skills: Strong background in commercial real estate. Experience in portfolio management, credit analysis, and risk mitigation strategies. Ability to interpret and analyze financial and operational data to drive decision-making. Knowledge of market trends, economic conditions, and regulatory guidelines. Excellent communication and collaboration skills for interacting with clients, team members, and stakeholders. Proficiency in creating detailed performance and risk reports for leadership and investors. Preferred Skills: Familiarity with statistical modeling and portfolio analysis tools. Understanding of property market dynamics and valuation metrics. Expertise in risk concentration methodologies and asset allocation strategies. About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 562 million square feet of commercial space. In addition to providing third-party real estate services, Lincoln has completed over 164 million square feet of development since its inception in 1965 and has another $19.5 billion currently under construction or in the pipeline. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with the companies privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
    $109k-193k yearly est. Auto-Apply 60d+ ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Levittown, PA?

The average portfolio manager in Levittown, PA earns between $66,000 and $192,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Levittown, PA

$113,000

What are the biggest employers of Portfolio Managers in Levittown, PA?

The biggest employers of Portfolio Managers in Levittown, PA are:
  1. UMB Bank
  2. Pearson
  3. Ernst & Young
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