Portfolio manager jobs in Louisiana

- 250 jobs

ServiceNow - Strategic Portfolio Management (SPM) Manager - Tech Cons - Open Location
EY 4.7
Portfolio manager job in Baton Rouge, LA
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **ServiceNow Consulting Manager -** **Strategic Portfolio Management (SPM)** In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. **The opportunity** You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements. **Your key responsibilities** As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs. + Lead workstream delivery and ensure effective management of processes and solutions. + Track deliverable completion and project status, ensuring alignment with performance objectives. + Actively participate in client working sessions, leading workstreams from planning through execution and closure. **Skills and attributes for success** Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. + Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases + Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers) + Ability to build and foster client relationships and demonstrate the value of EY services + Excellent business acumen with the ability to make fact-based decisions and resolve conflicts + Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation + Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps + Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources + Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs + Ability to support pre-sales efforts including creating proposals and estimates + Ability to create high quality deliverables and project artifacts **To qualify for the role, you must have** + A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline + Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience + ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) + ServiceNow Certified Implementation Specialist - Strategic Portfolio Management + 5+ years of Big 4 or equivalent consulting experience + Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization + Experience leading teams and supervising others + A driver's license valid in the U.S. + Ability to travel to meet client needs **Ideally, you'll also have** + ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) + ServiceNow Certified Implementation Specialist - ITSM or Data Foundations + Performance analytics and reporting experience - certifications are a plus + Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) **What we look for** We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
$171.2k-297.2k yearly 6d ago
Commercial Portfolio Manager
Hancock Whitney 4.7
Portfolio manager job in New Orleans, LA
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: The Equipment Finance (EF) Portfolio Manager 3 (PM3) provides credit underwriting and portfolio administration support to all EF product segments for intermediate transactions. The PM3 works with limited guidance and oversight to timely and accurately facilitate and contribute their initial credit risk assessment to the EF transaction review process; manages the subsequent credit screening process; performs detailed credit underwriting with clear and concise drafting of credit memorandums; clearly communicates their assessment with the EF Group Portfolio Manager, Relationship Managers, the Director of EF and Credit Officers; facilitates the loan/lease closing process and ongoing portfolio administration, monitoring and surveillance. Mentor to and trainer of Junior EF PMs. ESSENTIAL DUTIES & RESPONSIBILITIES: Works in conjunction with deal team (Relationship Manager, credit officer, Asset Manager, EF credit team, Director of EF) to screen deals for viability, credit structure, business issues, pricing, asset risk, residual risk, documentation, legal, and other relevant issues in order to recommend credit opportunities and proposals. Ability to underwrite and manage credit relationships greater than or equal to $25MM with complex structures, capital stacks that are growing in complexity, and risk profiles that are growing in complexity. Ability to manage a portfolio of in excess of $300MM across (approximately) 30+ relationships. Pre-Underwriting to synthesize and address key risks (credit, repayment, structure, asset support, documentation, adequate return for risk, execution, and reputational risk). Supports the potential originate to syndicate transactions, sell side opportunities, and Corporate Credit Profile Relationships. Prepares confidential information memorandums to help support sell down transactions and originate to syndicate transactions. Underwrites new buy side loan and lease transactions accurately and timely for credit approval Underwrites or provides underwriting support for transactions for EF transactions in Bank markets, providing EF specialty and consulting as needed and for transactions that have defined capital markets sell side and syndication potential. Works directly with EF Relationship Managers to obtain all necessary financial statements and transaction information in order to analyze credit requests. Assists in the review and approval of lease and loan documentation, whether internally or externally prepared, to ensure accuracy and completion in accordance with loan approval. Assists in ordering equipment and collateral valuations and reviews Collateral Gap Analyses. Track Loan and Lease Agreement compliance ensuring that relationships within the EF portfolio are monitored per the terms of the Loan Agreement and bank policy. Monitors and works with Relationship Manager and other EF teammates to clear payment Past Dues. Performs annual reviews to assess obligor and guarantor performance and risks associated with the transaction. Tracks and resolves document exceptions related to closing and ongoing exceptions. Monitor credit status and quality of loans and leases on a regularly scheduled basis, including assessment of current risk rating. Keeps informed of current economic conditions and legislation, which may affect customer relationships and the Commercial Line of Business. Tests obligor and guarantor operating performance against original underwriting and projections upon receipt of required reporting information (i.e. monthly, quarterly, semi-annual, or annual financial statements, etc.). Assists and mentors junior EF Portfolio Managers. Supports and assists other EF teammates as workload and ad hoc project load dictates. Works in conjunction with direct supervision of the EF Portfolio Group Manager and partners with other Relationship Managers. SUPERVISORY RESPONSIBILITIES: NONE MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Bachelor's degree in Business Administration, Finance, Accounting or a related field. Master's degree, CPA Preferred. Successful completion of a formal credit training or certificate program and experience underwriting and closing tax-exempt transactions preferred. 5+ years of credit analysis experience; working with Credit Analysts/ Underwriters, Relationship Managers or bankers, with the understanding of Bank risk tolerances and recommendations on transaction viability and credit worthiness. Experience assisting Senior Bank Officers with a variety of intermediate to complex transactions. Ability to interpret personal and business tax returns and financial statements. Ability to use sound logic to solve problems with effective solutions. Strong written and verbal communication and ability to prioritize effectively. Intermediate knowledge of equipment finance and commercial lending services, documentation, underwriting and regulatory guidelines. Advanced understanding of financial ratios and business principles, and strong analytical skills with an ability to question assumptions. Intermediate knowledge of credit analysis and lending/leasing functions. Intermediate knowledge of typical equipment finance and bank products and services. Developing knowledge of Debt Capital Markets and the Macro Economic drivers. ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to travel if required to perform the essential job functions. Ability to work under stress and meet deadlines. Ability to operate related equipment to perform the essential job functions. Ability to read and interpret a document if required to perform the essential job functions. Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
$119k-204k yearly est. Auto-Apply 33d ago
Portfolio Manager
Business First Bank 4.1
Portfolio manager job in Minden, LA
This position will serve as a key support function for the production officers of the Commercial Banking area, focusing on developing and maintaining commercial lending and depository relationships for the Bank. The individual filling this position should be highly entrepreneurial and motivated, as this position should prepare them for success as a Commercial Banking leader within our organization. Specific Job Duties Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Portfolio Manager Role: Assist Bankers in preparation of any loan file comments, monitor loan covenants, monitor proper financial statement reporting, and monitor any collateral reporting as dictated by the policies of the organization. Prepare and/or analyze various periodic reports as requested by Senior Management (portfolio trends, b. exceptions to loan policy, risk ratings, loans sorted by various collateral codes, others as requested). Responsible for keeping current on all deposit and credit compliance and regulations; disseminating this information to the team, and ensuring proper procedures are followed. Monitor loan repayment activity and take necessary action to collect past due accounts discussing with supervisor as required (Collections). Maintain a general understanding of products and services available within the Bank to refer customers to the proper department contact person. Provides support for the Bank's sales efforts which may include selling and promoting Bank's services, as opportunities arise. Ability to display knowledge and proficiency in explaining, selling and administering products and the ability to use sales skills in negotiating financial terms. Performs duties quickly and accurately while maintaining customer satisfaction. Promotes our financial institution and its lending and depository services to the community and helps to identify and serve the community's financial needs by participating in community activities. Performs other duties, as assigned. Credit/Lending Role: (These duties will be primarily performed to assist Bankers in servicing the clients of Asst. Vice Presidents, Vice Presidents, and Presidents, as well as Commercial Banking and Private Banking Officers) Analyze financial and credit information pertaining to prospective and existing customers, provide subjective and objective risk taking, analyze the credit history of applicants and determines their loan repayment capabilities, spread and analyze financial statements for existing and prospective clients. Makes recommendations for changes to loan structure or presentation, as needed. Completes Lenders' portions of credit approval presentation and prepares a written analysis of the loan and borrower. Assist in general preparation for credit presentations to appropriate approval authority (matrix, credit committee, etc.). Recommends credit grades. Performs other duties, as assigned. Job Requirements Bachelor's degree in Accounting, Finance or related field One or two years' experience in a financial institution or loan office setting, preferred. Strong financial and analytical skills. Good organizational and interpersonal skills. Has ability to work in a team setting. Strong oral and written communication skills in order to effectively communicate with co-workers and customers about the financial institution's loan and deposit products, programs, and policies. Has ability to organize and prioritize time and activity under minimal supervision. Good knowledge of Microsoft Office Products including Word and Excel. Equal Opportunity Employer/Veterans/Disabled
$154k-263k yearly est. Auto-Apply 19d ago
Portfolio Manager
B1Bank
Portfolio manager job in Minden, LA
This position will serve as a key support function for the production officers of the Commercial Banking area, focusing on developing and maintaining commercial lending and depository relationships for the Bank. The individual filling this position should be highly entrepreneurial and motivated, as this position should prepare them for success as a Commercial Banking leader within our organization. Specific Job Duties Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Portfolio Manager Role: Assist Bankers in preparation of any loan file comments, monitor loan covenants, monitor proper financial statement reporting, and monitor any collateral reporting as dictated by the policies of the organization. Prepare and/or analyze various periodic reports as requested by Senior Management (portfolio trends, b. exceptions to loan policy, risk ratings, loans sorted by various collateral codes, others as requested). Responsible for keeping current on all deposit and credit compliance and regulations; disseminating this information to the team, and ensuring proper procedures are followed. Monitor loan repayment activity and take necessary action to collect past due accounts discussing with supervisor as required (Collections). Maintain a general understanding of products and services available within the Bank to refer customers to the proper department contact person. Provides support for the Bank's sales efforts which may include selling and promoting Bank's services, as opportunities arise. Ability to display knowledge and proficiency in explaining, selling and administering products and the ability to use sales skills in negotiating financial terms. Performs duties quickly and accurately while maintaining customer satisfaction. Promotes our financial institution and its lending and depository services to the community and helps to identify and serve the community's financial needs by participating in community activities. Performs other duties, as assigned. Credit/Lending Role: (These duties will be primarily performed to assist Bankers in servicing the clients of Asst. Vice Presidents, Vice Presidents, and Presidents, as well as Commercial Banking and Private Banking Officers) Analyze financial and credit information pertaining to prospective and existing customers, provide subjective and objective risk taking, analyze the credit history of applicants and determines their loan repayment capabilities, spread and analyze financial statements for existing and prospective clients. Makes recommendations for changes to loan structure or presentation, as needed. Completes Lenders' portions of credit approval presentation and prepares a written analysis of the loan and borrower. Assist in general preparation for credit presentations to appropriate approval authority (matrix, credit committee, etc.). Recommends credit grades. Performs other duties, as assigned. Job Requirements Bachelor's degree in Accounting, Finance or related field One or two years' experience in a financial institution or loan office setting, preferred. Strong financial and analytical skills. Good organizational and interpersonal skills. Has ability to work in a team setting. Strong oral and written communication skills in order to effectively communicate with co-workers and customers about the financial institution's loan and deposit products, programs, and policies. Has ability to organize and prioritize time and activity under minimal supervision. Good knowledge of Microsoft Office Products including Word and Excel. Equal Opportunity Employer/Veterans/Disabled
$88k-169k yearly est. Auto-Apply 19d ago
Commercial Portfolio Manager
Pearson 4.7
Portfolio manager job in Baton Rouge, LA
Pearson is seeking an experienced Commercial Portfolio Manager for Statistics in Higher Education Courseware to join a highly collaborative team dedicated to prioritizing customer value embedded in the products we build. This role will focus on overseeing a portfolio of products (such as eTexts and print books, and our homework platform, MyLab XL) by capitalizing on market opportunities, meeting customer needs, and delivering improved learner outcomes which ultimately drive value for our end users and revenue for Pearson. We value teamwork, trust, flexibility, achievement, curiosity, and solving difficult problems. The role reports to the Director of Commercial Portfolio Management for Math and Physical Science. **Key Responsibilities:** + Serve as the voice of the customer by working with colleagues in North America (and globally) to support the identification, assessment, and prioritization of market opportunities & customer pain points in math education, ensuring focus on maximizing both commercial and learner outcomes + Lead product strategy and contribute to the creation of new products and features, while phasing out existing products as needed. Focus on developing a strategic plan to guide the future of the portfolio in the education product space + Gather and analyze customer feedback and market research to gain deep insights into product performance, market trends, and competitor offerings. Use this information to inform product strategy and prioritize initiatives that address key customer needs + Champion data-driven decision-making, using strong data analysis skills to assess product performance and inform next steps, while balancing operational delivery with strategic thinking + Acquire and manage authorial talent, working directly with authors to bring their best work to market and ensure the product aligns with customer needs and expectations + Collaborate with cross-functional teams, including other Commercial Portfolio Managers, Content Strategy, Sales, Marketing, UX, Efficacy & Learning Research, and the Product Management teams, to create innovative products that drive improved learner outcomes and deliver commercial value for Pearson + Drive continuous product improvement post-launch, optimizing customer experience, adapting to geography/market segment requirements, responding to competitor actions, and improving both learner and commercial outcomes + Support achievement of the financial targets for your product(s) through knowledge and creation of the product P&Ls + Provide mentorship and guidance to junior team members, helping them navigate complex tasks and develop their skills. Share expertise to help shape team projects and contribute to a culture of continuous learning + Communicate effectively with stakeholders, presenting data, insights, and product strategies clearly and persuasively to support key decisions and product direction. **Qualifications:** + Bachelor's degree or equivalent + Commercial product management/portfolio management experience, including managing digital products + 2-3 years experience as a college sales representative preferred + Ability to travel as needed (up to 10%) + Strong understanding of education, particularly higher education, and learning from a consumer viewpoint + Ability to balance strategic thinking with operational execution across multiple markets + Passion for design thinking, applying empathy, curiosity, and collaboration to explore innovative ideas + Exceptional communication skills, with the ability to tell a compelling story using data and customer feedback to drive decisions + Competence in analyzing market trends and identifying actionable insights to develop strategic product initiatives. This role provides an opportunity to take ownership of key product initiatives, collaborate with diverse teams, and develop your expertise further, all while contributing to the growth and success of Pearson's Math and Statistics portfolio. Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Maryland, New York State, New York City, Washington State, and Washington DC laws, the pay range for this position is as follows: This position is eligible to participate in an annual incentive program, and information on benefits offered is here. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by 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. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Portfolio Management **Job Family:** GO\_TO\_MARKET **Organization:** Higher Education **Schedule:** FULL\_TIME **Workplace Type:** Remote **Req ID:** 21939 \#location
$70k-117k yearly est. 11d ago
Project Portfolio Manager
Nubitz
Portfolio manager job in Baton Rouge, LA
We are currently seeking a Project Portfolio Manager with effective communication and organizational skills. In this role, you will be responsible for overseeing the planning, development, and implementation of a Portfolio Management Office for a large organization. Project Manager Duties and Responsibilities Obtain thorough understanding of client needs and communicate those to the appropriate teams and organizations Develop and manage portfolio governance and processes Provide oversight and support to facilitate issue resolution and risk mitigation Quality assurance over program and project deliverables Develop, establish, and maintain standards and procedures for project management Submission and management of portfolio deliverables such as status, intake assets, health metrics and reports, project forecasts, etc. Measure, track, and evaluate health metrics and benefits at the portfolio level Coach and educate teams on portfolio management Project Manager Requirements and Qualifications Minimum of five (5) years of experience in Project and Portfolio Management Exceptional communication skills, both written and verbal Organized with a natural inclination for planning strategy and tactics Ability to work with difficult dynamics across multiple teams Experience and knowledge of Software Development Life Cycle (SDLC) principles Acute business acumen and understanding of organizational issues and challenges Flexible and adaptable; able to work in ambiguous situations Experience working with government entities is desirable Education and Certifications Bachelors degree or equivalent from an accredited four-year university or college. Project Management Professional (PMP) certification is desired Position based in Baton Rouge. Likely Onsite but possibility of some hybrid portion
$90k-169k yearly est. 60d+ ago
Director, Government Portfolio Leader
Kyndryl
Portfolio manager job in Baton Rouge, LA
**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
$90k-155k yearly est. 33d ago
Portfolio Manager
First Horizon Corp 3.9
Portfolio manager job in Metairie, LA
The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities: * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. * Assist in the structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. * Completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications Include: * Bachelors Degree in business, accounting, or finance * At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) * Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
$105k-138k yearly est. 21d ago
Commercial Portfolio Manager II-Food, Beverage & Agribusiness
UMB Bank 4.6
Portfolio manager job in Baton Rouge, LA
This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
$69.9k-149k yearly 60d+ ago
Senior Asset Manager
Housing Authority of New Orleans 4.2
Portfolio manager job in New Orleans, LA
Under direction of the Director of Asset Management, the Senior Asset Manager is a key team member that is responsible for the oversight of a portfolio of mixed-finance and conventional public housing properties, ensuring their physical and financial health. This position is responsible for assessing property performance, monitoring compliance with all HUD, HANO, and other regulatory and investor requirements, performing trend analysis, managing a dynamic set of relationships, positioning the portfolio to deliver financial results, and preparing reports to ensure the long-term viability of the agency's real estate portfolio and our ability to provide quality affordable housing. The Senior Asset Manager will contribute to the overall strength of the Asset Management team by bringing exceptional judgment and resourceful problem-solving skills to our affordable and mixed-income housing stewardship. ESSENTIAL DUTIES AND RESPONSIBILITIES The below statements are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing of all responsibilities, duties and/or skills required. Other duties may be assigned. Analyze properties on a variety of dimensions, including operational performance, physical condition, program compliance, and strength of market. Perform data collection and verification as necessary to track property performance. Monitor third party owners and property management entities to include regular evaluation of all contract and regulatory compliance of each entity to operating agreements and contracts with HANO and HUD. Make recommendations regarding management non-compliance or default to the Director of Asset Management as necessary. Monitor the physical condition of HANO's portfolio through regular property site visits, review of management reports, and Capital Needs Analyses. Provide technical assistance and HANO policy guidance to third party owners and property management entities. Coordinate with third party owners and property management entities to resolve resident issues brought to the attention of HANO or HUD. Arrange and coordinate portfolio-wide contracts as needed. Assist with the preparation of annual Operating Subsidy submissions to HUD. Assist with the preparation of annual operating budgets for HANO-managed properties. Coordinate the submittal of all compliance reports to HUD, IRS, investors, lenders, regulatory agencies, and others as necessary. Work collaboratively across HANO departments to ensure that all investor and lender reporting requirements are satisfied. Review each property's operating budget, financial statements, and audits to measure property performance against projections and annual budgets and make recommendations to address financial performance issues. Analyze monthly property financial statements and monthly property reports and notify the Director of Asset Management of any performance issues. Develop and implement monitoring tools as needed. Conduct public housing policy research and draft policy and lease revisions at the direction of the Director of Asset Management to ensure compliance with HUD and other regulatory agency policies. Work collaboratively with other HANO departments to ensure policy consistency across the agency. Review management policies and procedures across HANO's portfolio, and make revisions as needed to ensure compliance with HUD and other regulatory agencies' policies. Complete other tasks as requested to ensure that properties are in compliance with reporting, record keeping, and related requirements, including data entry into HANO's management data system. Coordinate and conduct trainings on HUD and HANO policies and procedures, as well as HANO's management data system, for HANO staff and staff of third-party owners and property management entities. Work collaboratively with other HANO departments to assist with the analysis of Year 15 investor exits from LIHTC deals. Coordinate with the Director of Asset Management to address issues regarding modernization, extraordinary repairs, and new development. Review development proposals and provide analysis and recommendations to the Director of Asset Management as needed. Perform other duties as assigned. Education and/or Experience Bachelor's degree from an accredited college or university with a major in management, business administration, finance, social policy/social science, public policy, or other related field is required. Minimum of five (5) years of real estate management experience, or equivalent combination of education and experience. Master's degree in related field and specific experience in multi-family housing, HUD programs, federal procurement, and property/asset management is desirable. Professional designations in Multifamily Management or Low-Income Housing Tax Credits from NAA, IREM, NAHRO, NAHMA, or NCHM desired. An equivalent combination of education and experience may be considered. EEO POLICY STATEMENT HANO provides equal employment opportunity to all individuals regardless of race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, religion, physical or mental disability, sex (including pregnancy, childbirth, or related medical conditions), gender identity, or gender expression results of genetic testing, or service in the military or veteran status or any other status protected under applicable federal, state or local law. Discrimination of any type will not be tolerated.
$73k-97k yearly est. Auto-Apply 60d+ ago
Senior Manager, Asset Management - Federal Tax
KPMG 4.8
Portfolio manager job in New Orleans, LA
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: * Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients * Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences * Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients * Manage teams of tax professionals and assistants working on client projects * Advise clients and be accountable for delivering high quality tax service and advice * Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: * Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Prior experience with pass-through entities and partnerships * Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$60k-85k yearly est. 34d ago
Power Generation Equipment Asset Manager
Cleco Corporate Holdings 4.7
Portfolio manager job in Pineville, LA
At Cleco, we're not just powering lives-we're powering a cleaner, smarter future for Louisiana. With bold investments in innovative energy solutions, we're transforming how we power our communities: smarter, cleaner, and more sustainable. This is a long-term commitment to our people and our communities because our future-and the future of generations to come-depends on it. If you're ready to make an impact where it matters most, join us at Cleco-where we're Energizing Your Tomorrow. The Asset Manager-Generation is a Master/Expert level individual contributor professional responsible for overseeing strategic management, maintenance, and optimization of all power generation key assets and assisting with asset management objectives. This role is strategic in nature with a focus on risk mitigation and long/near term strategic planning and is critical to ensuring the efficiency, reliability, and sustainability of power plant assets over their entire lifecycle while contributing to annual performance and financial goals and driving conformance with industry best practices. The Asset Manager-Generation is the liaison between Asset Management, Generation Operations, Generation Services, ECPM, business planning, and financial performance functions driving data-driven decision making and optimized planning and investments. Key Responsibilities Asset Lifecycle Management: Lead the development and execution of strategies and Asset Management Plans for the entire lifecycle of the plant's critical assets, from procurement, installation, operation, and maintenance to end-of-life and eventual decommissioning or replacement. Utilize CMMS/EAMS data and ERP data to drive decisions and maintenance and operational activity. Assist planners and schedulers with collecting historical labor, materials, and task lists to optimize maintenance job plans. Risk Management: Identify, evaluate, and mitigate risks related to asset failure, obsolescence, and compliance, ensuring that appropriate projects, maintenance activities, processes, programs, critical spares, and contingency plans are in place. Maintenance Planning: Oversee the creation and implementation of preventive maintenance strategies and schedules, ensuring assets operate at optimal performance levels and compliance with regulatory standards to extend the life of assets. This includes scope development for planned outages. Condition Monitoring & Performance Analysis: Utilize asset management systems and technology to monitor the health and performance of critical assets, identifying potential issues before they lead to costly failures or downtime. Promotes the health of the plants asset lifecycle by utilizing condition assessments for further analysis and reporting. Budgeting & Cost Control: Develop and manage budgets, fully developed 5-year business plans, and long range OPEX/CAPEX forecasts for asset-related activities, ensuring that capital expenditures, maintenance costs, and resource allocation are aligned with business goals while maximizing operational efficiency. Create business justifications for capital projects. Compliance & Regulatory Oversight: Ensure that all assets comply with local, state, and federal regulations, industry standards, and safety protocols, maintaining accurate records for audits and inspections. Maintain up-to-date knowledge of industry standards and environmental, health, and safety regulations. Asset Data Management: Maintain and improve asset registers, tracking performance, service histories, and key metrics for each asset. Monitor the asset hierarchy and ensure assets and maintenance plans are correctly entered into SAP with appropriate detail. Ability to build reports from quality data and performance indicators. Utilize Performance Dashboards to monitor work and key performance indicators such as PM compliance, Planning Performance, Backlog, Resource Utilization, PM:CM ratios, and data quality. Key Contracts: Lead or support the negotiation, management, optimization, and/or review of key contracts related to power plant operations and maintenance as required. Team Collaboration & Leadership: Lead a cross-functional team including engineers, technicians, financial analysts, and contractors, fostering collaboration and communication to meet asset management objectives. Assist with the development and execution of training and change management activities. Continuous Improvement: Implement continuous improvement initiatives related to asset management practices, technologies, and process efficiencies for all major equipment and specific component maintenance strategies, leveraging industry best practices and innovative solutions. Qualifications Required Education, Skills & Experience Bachelor's degree in Engineering or Engineering Technology with 10 years applicable experience or at least 15 years of applicable generation experience in lieu of a degree. Strong power plant operational & maintenance experience with emphasis on strategic thinking, risk management and business planning. Excellent problem-solving, analysis, and decision-making abilities. Strong project management skills with the ability to prioritize and manage multiple projects simultaneously. Strong leadership skills with the ability to motivate teams and collaborate effectively with other departments. Excellent written and verbal communication skills. Able to communicate effectively with diverse audiences as well as vertically and horizontally in the organization. In-depth knowledge of regulatory standards and safety requirements in the energy sector. Proficient in Microsoft Office Suite; experience with enterprise asset management software is a plus. Proficient in Power BI data or Tableau analysis to create, build, and present reports. Proficient in use of ELT programs such as Power Query is a plus Knowledge and experience with CMMS systems, Asset Management, and SAP experience. Comprehensive knowledge of equipment and systems found within the various Power Generation and T&D systems. Proficiency in both technical and commercial aspects of plant operations, with a strong understanding of asset performance, reliability, optimization, and customer affordability. Expertise in budgeting and financial management, including both operational expenditures (OPEX) and capital expenditures (CAPEX). Licenses and Certifications Certified Maintenance and Reliability Professional (CMRP) or similar certifications preferred. Project Management Professional (PMP) certification or similar is preferred. Key Competencies Building Partnerships Leading Teams Business Acumen Communication Courage Building Self-Insight Driving for Results Energizing the Organization Driving Execution Building Trusting Relationships Driving Innovation Planning and Organizing Safety Establishing Strategic Direction TECHNICAL Analytical skills Organizational skills Strategic Planning Project Tracking and Reporting Data Collection and Analysis Presentation Skills May perform other duties as assigned. Salary dependent on experience, skills, education, and training.
$71k-100k yearly est. Auto-Apply 57d ago
Power Generation Equipment Asset Manager
Cleco Power
Portfolio manager job in Baldwin, LA
At Cleco, we're not just powering lives-we're powering a cleaner, smarter future for Louisiana. With bold investments in innovative energy solutions, we're transforming how we power our communities: smarter, cleaner, and more sustainable. This is a long-term commitment to our people and our communities because our future-and the future of generations to come-depends on it. If you're ready to make an impact where it matters most, join us at Cleco-where we're Energizing Your Tomorrow. The Asset Manager-Generation is a Master/Expert level individual contributor professional responsible for overseeing strategic management, maintenance, and optimization of all power generation key assets and assisting with asset management objectives. This role is strategic in nature with a focus on risk mitigation and long/near term strategic planning and is critical to ensuring the efficiency, reliability, and sustainability of power plant assets over their entire lifecycle while contributing to annual performance and financial goals and driving conformance with industry best practices. The Asset Manager-Generation is the liaison between Asset Management, Generation Operations, Generation Services, ECPM, business planning, and financial performance functions driving data-driven decision making and optimized planning and investments. Key Responsibilities Asset Lifecycle Management: Lead the development and execution of strategies and Asset Management Plans for the entire lifecycle of the plant's critical assets, from procurement, installation, operation, and maintenance to end-of-life and eventual decommissioning or replacement. Utilize CMMS/EAMS data and ERP data to drive decisions and maintenance and operational activity. Assist planners and schedulers with collecting historical labor, materials, and task lists to optimize maintenance job plans. Risk Management: Identify, evaluate, and mitigate risks related to asset failure, obsolescence, and compliance, ensuring that appropriate projects, maintenance activities, processes, programs, critical spares, and contingency plans are in place. Maintenance Planning: Oversee the creation and implementation of preventive maintenance strategies and schedules, ensuring assets operate at optimal performance levels and compliance with regulatory standards to extend the life of assets. This includes scope development for planned outages. Condition Monitoring & Performance Analysis: Utilize asset management systems and technology to monitor the health and performance of critical assets, identifying potential issues before they lead to costly failures or downtime. Promotes the health of the plants asset lifecycle by utilizing condition assessments for further analysis and reporting. Budgeting & Cost Control: Develop and manage budgets, fully developed 5-year business plans, and long range OPEX/CAPEX forecasts for asset-related activities, ensuring that capital expenditures, maintenance costs, and resource allocation are aligned with business goals while maximizing operational efficiency. Create business justifications for capital projects. Compliance & Regulatory Oversight: Ensure that all assets comply with local, state, and federal regulations, industry standards, and safety protocols, maintaining accurate records for audits and inspections. Maintain up-to-date knowledge of industry standards and environmental, health, and safety regulations. Asset Data Management: Maintain and improve asset registers, tracking performance, service histories, and key metrics for each asset. Monitor the asset hierarchy and ensure assets and maintenance plans are correctly entered into SAP with appropriate detail. Ability to build reports from quality data and performance indicators. Utilize Performance Dashboards to monitor work and key performance indicators such as PM compliance, Planning Performance, Backlog, Resource Utilization, PM:CM ratios, and data quality. Key Contracts: Lead or support the negotiation, management, optimization, and/or review of key contracts related to power plant operations and maintenance as . Team Collaboration & Leadership: Lead a cross-functional team including engineers, technicians, financial analysts, and contractors, fostering collaboration and communication to meet asset management objectives. Assist with the development and execution of training and change management activities. Continuous Improvement: Implement continuous improvement initiatives related to asset management practices, technologies, and process efficiencies for all major equipment and specific component maintenance strategies, leveraging industry best practices and innovative solutions. Qualifications Required Education, Skills & Experience Bachelor's degree in Engineering or Engineering Technology with 10 years applicable experience or at least 15 years of applicable generation experience in lieu of a degree. Strong power plant operational & maintenance experience with emphasis on strategic thinking, risk management and business planning. Excellent problem-solving, analysis, and decision-making abilities. Strong project management skills with the ability to prioritize and manage multiple projects simultaneously. Strong leadership skills with the ability to motivate teams and collaborate effectively with other departments. Excellent written and verbal communication skills. Able to communicate effectively with diverse audiences as well as vertically and horizontally in the organization. In-depth knowledge of regulatory standards and safety requirements in the energy sector. Proficient in Microsoft Office Suite; experience with enterprise asset management software is a plus. Proficient in Power BI data or Tableau analysis to create, build, and present reports. Proficient in use of ELT programs such as Power Query is a plus Knowledge and experience with CMMS systems, Asset Management, and SAP experience. Comprehensive knowledge of equipment and systems found within the various Power Generation and T&D systems. Proficiency in both technical and commercial aspects of plant operations, with a strong understanding of asset performance, reliability, optimization, and customer affordability. Expertise in budgeting and financial management, including both operational expenditures (OPEX) and capital expenditures (CAPEX). Licenses and Certifications Certified Maintenance and Reliability Professional (CMRP) or similar certifications preferred. Project Management Professional (PMP) certification or similar is preferred. Key Competencies Building Partnerships Leading Teams Business Acumen Communication Courage Building Self-Insight Driving for Results Energizing the Organization Driving Execution Building Trusting Relationships Driving Innovation Planning and Organizing Safety Establishing Strategic Direction TECHNICAL Analytical skills Organizational skills Strategic Planning Project Tracking and Reporting Data Collection and Analysis Presentation Skills May perform other duties as assigned. Salary dependent on experience, skills, education, and training.
$70k-112k yearly est. Auto-Apply 55d ago
Portfolio Manager
B1Bank
Portfolio manager job in Minden, LA
This position will serve as a key support function for the production officers of the Commercial Banking area, focusing on developing and maintaining commercial lending and depository relationships for the Bank. The individual filling this position should be highly entrepreneurial and motivated, as this position should prepare them for success as a Commercial Banking leader within our organization. Specific Job Duties Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Portfolio Manager Role: Assist Bankers in preparation of any loan file comments, monitor loan covenants, monitor proper financial statement reporting, and monitor any collateral reporting as dictated by the policies of the organization. Prepare and/or analyze various periodic reports as requested by Senior Management (portfolio trends, b. exceptions to loan policy, risk ratings, loans sorted by various collateral codes, others as requested). Responsible for keeping current on all deposit and credit compliance and regulations; disseminating this information to the team, and ensuring proper procedures are followed. Monitor loan repayment activity and take necessary action to collect past due accounts discussing with supervisor as required (Collections). Maintain a general understanding of products and services available within the Bank to refer customers to the proper department contact person. Provides support for the Bank's sales efforts which may include selling and promoting Bank's services, as opportunities arise. Ability to display knowledge and proficiency in explaining, selling and administering products and the ability to use sales skills in negotiating financial terms. Performs duties quickly and accurately while maintaining customer satisfaction. Promotes our financial institution and its lending and depository services to the community and helps to identify and serve the community's financial needs by participating in community activities. Performs other duties, as assigned. Credit/Lending Role: (These duties will be primarily performed to assist Bankers in servicing the clients of Asst. Vice Presidents, Vice Presidents, and Presidents, as well as Commercial Banking and Private Banking Officers) Analyze financial and credit information pertaining to prospective and existing customers, provide subjective and objective risk taking, analyze the credit history of applicants and determines their loan repayment capabilities, spread and analyze financial statements for existing and prospective clients. Makes recommendations for changes to loan structure or presentation, as needed. Completes Lenders' portions of credit approval presentation and prepares a written analysis of the loan and borrower. Assist in general preparation for credit presentations to appropriate approval authority (matrix, credit committee, etc.). Recommends credit grades. Performs other duties, as assigned. Job Requirements Bachelor's degree in Accounting, Finance or related field One or two years' experience in a financial institution or loan office setting, preferred. Strong financial and analytical skills. Good organizational and interpersonal skills. Has ability to work in a team setting. Strong oral and written communication skills in order to effectively communicate with co-workers and customers about the financial institution's loan and deposit products, programs, and policies. Has ability to organize and prioritize time and activity under minimal supervision. Good knowledge of Microsoft Office Products including Word and Excel. Equal Opportunity Employer/Veterans/Disabled
$88k-169k yearly est. Auto-Apply 60d+ ago
FY26 US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Manager
EY 4.7
Portfolio manager job in New Orleans, LA
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Seasonal Tax Manager - Wealth and Asset Management Partnership - *Remote* - GCR FSO ** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** EY is currently seeking experienced seasonal tax professionals. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. **Your key responsibilities** As a seasonal tax manager your main priority will be providing reviews of tax returns for partnerships, while staying connected with the members of your team. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required. **Skills and attributes for success** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **To qualify for this role you must have ** + Valid US Certified Public Accountant (CPA) license or active state bar membership + A bachelor's degree in Accounting, Finance, Business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
$76k-120k yearly est. 4d ago
Portfolio Manager
First Horizon Corp 3.9
Portfolio manager job in New Orleans, LA
The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities: * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. * Assist in the structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. * Completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications Include: * Bachelors Degree in business, accounting, or finance * At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) * Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
$105k-138k yearly est. 21d ago
Senior Asset Manager
Housing Authority of New Orleans 4.0
Portfolio manager job in New Orleans, LA
Under direction of the Director of Asset Management, the Senior Asset Manager is a key team member that is responsible for the oversight of a portfolio of mixed-finance and conventional public housing properties, ensuring their physical and financial health. This position is responsible for assessing property performance, monitoring compliance with all HUD, HANO, and other regulatory and investor requirements, performing trend analysis, managing a dynamic set of relationships, positioning the portfolio to deliver financial results, and preparing reports to ensure the long-term viability of the agency's real estate portfolio and our ability to provide quality affordable housing. The Senior Asset Manager will contribute to the overall strength of the Asset Management team by bringing exceptional judgment and resourceful problem-solving skills to our affordable and mixed-income housing stewardship. ESSENTIAL DUTIES AND RESPONSIBILITIES The below statements are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing of all responsibilities, duties and/or skills required. Other duties may be assigned. Analyze properties on a variety of dimensions, including operational performance, physical condition, program compliance, and strength of market. Perform data collection and verification as necessary to track property performance. Monitor third party owners and property management entities to include regular evaluation of all contract and regulatory compliance of each entity to operating agreements and contracts with HANO and HUD. Make recommendations regarding management non-compliance or default to the Director of Asset Management as necessary. Monitor the physical condition of HANO's portfolio through regular property site visits, review of management reports, and Capital Needs Analyses. Provide technical assistance and HANO policy guidance to third party owners and property management entities. Coordinate with third party owners and property management entities to resolve resident issues brought to the attention of HANO or HUD. Arrange and coordinate portfolio-wide contracts as needed. Assist with the preparation of annual Operating Subsidy submissions to HUD. Assist with the preparation of annual operating budgets for HANO-managed properties. Coordinate the submittal of all compliance reports to HUD, IRS, investors, lenders, regulatory agencies, and others as necessary. Work collaboratively across HANO departments to ensure that all investor and lender reporting requirements are satisfied. Review each property's operating budget, financial statements, and audits to measure property performance against projections and annual budgets and make recommendations to address financial performance issues. Analyze monthly property financial statements and monthly property reports and notify the Director of Asset Management of any performance issues. Develop and implement monitoring tools as needed. Conduct public housing policy research and draft policy and lease revisions at the direction of the Director of Asset Management to ensure compliance with HUD and other regulatory agency policies. Work collaboratively with other HANO departments to ensure policy consistency across the agency. Review management policies and procedures across HANO's portfolio, and make revisions as needed to ensure compliance with HUD and other regulatory agencies' policies. Complete other tasks as requested to ensure that properties are in compliance with reporting, record keeping, and related requirements, including data entry into HANO's management data system. Coordinate and conduct trainings on HUD and HANO policies and procedures, as well as HANO's management data system, for HANO staff and staff of third-party owners and property management entities. Work collaboratively with other HANO departments to assist with the analysis of Year 15 investor exits from LIHTC deals. Coordinate with the Director of Asset Management to address issues regarding modernization, extraordinary repairs, and new development. Review development proposals and provide analysis and recommendations to the Director of Asset Management as needed. Perform other duties as assigned. Education and/or Experience Bachelor's degree from an accredited college or university with a major in management, business administration, finance, social policy/social science, public policy, or other related field is required. Minimum of five (5) years of real estate management experience, or equivalent combination of education and experience. Master's degree in related field and specific experience in multi-family housing, HUD programs, federal procurement, and property/asset management is desirable. Professional designations in Multifamily Management or Low-Income Housing Tax Credits from NAA, IREM, NAHRO, NAHMA, or NCHM desired. An equivalent combination of education and experience may be considered. EEO POLICY STATEMENT HANO provides equal employment opportunity to all individuals regardless of race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, religion, physical or mental disability, sex (including pregnancy, childbirth, or related medical conditions), gender identity, or gender expression results of genetic testing, or service in the military or veteran status or any other status protected under applicable federal, state or local law. Discrimination of any type will not be tolerated.
$73k-100k yearly est. Auto-Apply 60d+ ago
Manager, State & Local Income Tax - Asset Management
KPMG 4.8
Portfolio manager job in New Orleans, LA
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities: * Participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate) * Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience * Review tax calculations and information presented on state income tax returns * Build and manage client relationships, and supervise, mentor, and develop staff Qualifications: * Minimum five years of recent experience preparing and/or reviewing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues * Bachelor's degree from an accredited college or university; licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts * Able to foster relationships both internally as well as with clients * Strong ability and desire to perform in a high-energy team environment * Exceptional writing, communication, project and team management and tax research skills KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$60k-85k yearly est. 60d+ ago
Power Generation Equipment Asset Manager
Cleco Power LLC
Portfolio manager job in Baldwin, LA
At Cleco, we're not just powering lives-we're powering a cleaner, smarter future for Louisiana. With bold investments in innovative energy solutions, we're transforming how we power our communities: smarter, cleaner, and more sustainable. This is a long-term commitment to our people and our communities because our future-and the future of generations to come-depends on it. If you're ready to make an impact where it matters most, join us at Cleco-where we're Energizing Your Tomorrow. The Asset Manager-Generation is a Master/Expert level individual contributor professional responsible for overseeing strategic management, maintenance, and optimization of all power generation key assets and assisting with asset management objectives. This role is strategic in nature with a focus on risk mitigation and long/near term strategic planning and is critical to ensuring the efficiency, reliability, and sustainability of power plant assets over their entire lifecycle while contributing to annual performance and financial goals and driving conformance with industry best practices. The Asset Manager-Generation is the liaison between Asset Management, Generation Operations, Generation Services, ECPM, business planning, and financial performance functions driving data-driven decision making and optimized planning and investments. Key Responsibilities * Asset Lifecycle Management: Lead the development and execution of strategies and Asset Management Plans for the entire lifecycle of the plant's critical assets, from procurement, installation, operation, and maintenance to end-of-life and eventual decommissioning or replacement. Utilize CMMS/EAMS data and ERP data to drive decisions and maintenance and operational activity. Assist planners and schedulers with collecting historical labor, materials, and task lists to optimize maintenance job plans. * Risk Management: Identify, evaluate, and mitigate risks related to asset failure, obsolescence, and compliance, ensuring that appropriate projects, maintenance activities, processes, programs, critical spares, and contingency plans are in place. * Maintenance Planning: Oversee the creation and implementation of preventive maintenance strategies and schedules, ensuring assets operate at optimal performance levels and compliance with regulatory standards to extend the life of assets. This includes scope development for planned outages. * Condition Monitoring & Performance Analysis: Utilize asset management systems and technology to monitor the health and performance of critical assets, identifying potential issues before they lead to costly failures or downtime. Promotes the health of the plants asset lifecycle by utilizing condition assessments for further analysis and reporting. * Budgeting & Cost Control: Develop and manage budgets, fully developed 5-year business plans, and long range OPEX/CAPEX forecasts for asset-related activities, ensuring that capital expenditures, maintenance costs, and resource allocation are aligned with business goals while maximizing operational efficiency. Create business justifications for capital projects. * Compliance & Regulatory Oversight: Ensure that all assets comply with local, state, and federal regulations, industry standards, and safety protocols, maintaining accurate records for audits and inspections. Maintain up-to-date knowledge of industry standards and environmental, health, and safety regulations. * Asset Data Management: Maintain and improve asset registers, tracking performance, service histories, and key metrics for each asset. Monitor the asset hierarchy and ensure assets and maintenance plans are correctly entered into SAP with appropriate detail. Ability to build reports from quality data and performance indicators. Utilize Performance Dashboards to monitor work and key performance indicators such as PM compliance, Planning Performance, Backlog, Resource Utilization, PM:CM ratios, and data quality. * Key Contracts: Lead or support the negotiation, management, optimization, and/or review of key contracts related to power plant operations and maintenance as required. * Team Collaboration & Leadership: Lead a cross-functional team including engineers, technicians, financial analysts, and contractors, fostering collaboration and communication to meet asset management objectives. Assist with the development and execution of training and change management activities. * Continuous Improvement: Implement continuous improvement initiatives related to asset management practices, technologies, and process efficiencies for all major equipment and specific component maintenance strategies, leveraging industry best practices and innovative solutions. Qualifications Required Education, Skills & Experience * Bachelor's degree in Engineering or Engineering Technology with 10 years applicable experience or at least 15 years of applicable generation experience in lieu of a degree. * Strong power plant operational & maintenance experience with emphasis on strategic thinking, risk management and business planning. * Excellent problem-solving, analysis, and decision-making abilities. * Strong project management skills with the ability to prioritize and manage multiple projects simultaneously. * Strong leadership skills with the ability to motivate teams and collaborate effectively with other departments. * Excellent written and verbal communication skills. Able to communicate effectively with diverse audiences as well as vertically and horizontally in the organization. * In-depth knowledge of regulatory standards and safety requirements in the energy sector. * Proficient in Microsoft Office Suite; experience with enterprise asset management software is a plus. * Proficient in Power BI data or Tableau analysis to create, build, and present reports. * Proficient in use of ELT programs such as Power Query is a plus * Knowledge and experience with CMMS systems, Asset Management, and SAP experience. * Comprehensive knowledge of equipment and systems found within the various Power Generation and T&D systems. * Proficiency in both technical and commercial aspects of plant operations, with a strong understanding of asset performance, reliability, optimization, and customer affordability. * Expertise in budgeting and financial management, including both operational expenditures (OPEX) and capital expenditures (CAPEX). Licenses and Certifications * Certified Maintenance and Reliability Professional (CMRP) or similar certifications preferred. * Project Management Professional (PMP) certification or similar is preferred. Key Competencies * Building Partnerships * Leading Teams * Business Acumen * Communication * Courage * Building Self-Insight * Driving for Results * Energizing the Organization * Driving Execution * Building Trusting Relationships * Driving Innovation * Planning and Organizing * Safety * Establishing Strategic Direction TECHNICAL * Analytical skills * Organizational skills * Strategic Planning * Project Tracking and Reporting * Data Collection and Analysis * Presentation Skills May perform other duties as assigned. Salary dependent on experience, skills, education, and training.
$70k-112k yearly est. Auto-Apply 56d ago
Portfolio Manager Team Lead - Specialized Industries
First Horizon Corp 3.9
Portfolio manager job in Louisiana
The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include * Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts. * Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. * Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. * Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance. * Leads commercial portfolio management meetings, including Asset Quality Meetings. * Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Portfolio Management Responsibilities Include: * Leads the analysis, underwriting, origination, and portfolio management of loans. * Utilizes loan structuring, risk identification, and risk mitigation skills. * Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio. * Manages complex relationships with ability to understand cash flow and repayment sources. * Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. * Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. * Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include * Minimum 6 years of corporate or commercial underwriting and portfolio management experience. * Bachelor's degree in business, finance or related field required. * Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals. * Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients. * Very strong credit, analytical, organizational, and communication skills. * Manage and coach a team with varying degree of skillsets and backgrounds. * Ability to become the expert leader in regulatory matters and bank commercial loan policy. * Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
$101k-137k yearly est. 2d ago