Portfolio manager jobs in Manchester, CT - 193 jobs
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Head of Audit and Risk
Skatelescope
Portfolio manager job in Cheshire, CT
This is an excellent opportunity for someone with strong leadership experience in the following areas:
Lead Risk Management efforts in the Observatory
Lead Internal Audit activities
Lead investigations as directed by the Director-General or the Director of Assurance
Undertake projects providing assurance in various areas as directed by the Director of Assurance.
Advocate for the Assurance function in research infrastructures (RIs)
Deputise the role of the Director of Assurance where necessary and appropriate.
The purpose of the role is critical to core Assurance functions, protecting the Observatory from risks. The Head of Audit and Risk will report to the Director of Assurance and will work with all members of the Executive Group and others internally and externally at a senior level.
This role will be based at the SKAO Global Headquarters at the iconic Jodrell Bank Observatory, Cheshire, UK.
SKAO is committed to providing an inclusive and flexible working environment, meeting the requests of our Colleagues whilst also fulfilling the needs and objectives of the Observatory.
This role requires the post holder to work across different time zones and, in line with SKAO policy, flexible working hours will be supported in agreement with the line manager.
Responsibilities 1. Lead Risk Management efforts in the Observatory in respect of:
Observatory wide risk management policy and process
Expert support of risk identification and analysis at Observatory level
Independently identify risks to the Observatory, evaluate them and facilitate their management, advising as necessary
Strategic approaches to the mitigation of risk at Observatory level, advising the Executive Group on options
Structuring and Drafting of Risk Appetite Statements and conducting regular reviews
The preparation and delivery of reports on high-level risks to Finance Committee and Council
Monitor the Observatory's high-level decision-making processes and advise the Director of Assurance on any risks arising
2. Lead Internal Audit activities in respect of:
The delivery of a proposal for the elements of the audit cycle together with the Director of Assurance and the Executive Group
Use expertise to procure Internal Audit services
Manage the internal audit contract including the management of changes
Facilitate the field work of the Internal Auditors
Monitor and facilitate the prioritized fulfilment of action items arising from findings, working with Directors and Heads
Identify and initiate in-house audits where there is potential for unmanaged risk in any part of the business
3. Lead investigations as directed by the Director-General or the Director of Assurance, into:
Failures of process or conduct highlighted by an internal or in-house audit
Incidents occurring through unidentified or inadequately managed risks
Failures brought to the attention of Assurance by any other means
4. Undertake projects providing assurance in areas of sustainability, corporate responsibility, business ethics, staff security, Observatory resilience, industry relations and others as directed by the Director of Assurance. The projects would include the management of risks identified through in-house audits and not allocatable to other parts of the business.
The projects would include the management of risks identified through in-house audits and not allocatable to other parts of the business.
5. Advocate for the Assurance function in research infrastructures (RIs), peer with colleagues in other RIs and represent the Observatory at major events where quality and assurance in international RIs are discussed. Take a leading role in the development of Assurance in RIs globally. 6. Deputise the role of the Director of Assurance where necessary and appropriate. Qualifications
Qualifications in business administration, risk management or engineering project management
Substantial experience in the management of major construction projects (civils, environmental, energy, resources, etc) at senior level
Substantial experience in developing and implementing risk management policies, processes and risk appetite statements
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$110k-177k yearly est. 2d ago
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Payments Banking Manager
Accenture 4.7
Portfolio manager job in Hartford, CT
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ******************
In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.
Financial Services Payments Practice
The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include:
Payment Innovation (e.g., digital payments, wallets, etc.)
Card Issuing
Retail Bank Payments
Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments
As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities.
Key Responsibilities:
Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods.
Conduct operating model assessments (people, process, org) and client needs assessments.
Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals
Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements.
Serve as a business architect during client engagements.
Participate in the development of best-in-class, reusable assets.
Participate in business development to originate new client opportunities.
Must be willing to travel up to 80% (Monday - Thursday)
Qualification
Here's What You Need:
* 5+ years of relevant experience in one or more specific payment areas in any of the following payment domains:
o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer
o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments
o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT
o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery
* 5+ years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider.
Preferred Qualifications:
Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models
Successful track record of performing operating model design, business process design, and system functional design.
Experience with vendor platforms enabling seamless delivery of payments products is preferred.
Ability to develop and manage relationships with client management.
Payments industry expertise in alternative/emerging payments
Understanding of end-to-end payments lifecycle
Business Architecture - Applied in solution planning, and requirements definition and analysis
Baseline understanding of the principles of technology
Requirements Analysis
Functional Design
Professional Skills Required:
Proven ability to work independently and as a team member
Proven ability to work creatively and analytically in a problem-solving environment
Excellent leadership, communication (written and oral) and interpersonal skills
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location Annual Salary Range
California $94,400 to $293,800
Cleveland $87,400 to $235,000
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Maryland $94,400 to $253,800
Massachusetts $94,400 to $270,300
Minnesota $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
Locations
$100.5k-270.3k yearly 7d ago
Portfolio Delivery Leader
Limra and Loma 3.7
Portfolio manager job in Windsor, CT
Portfolio Delivery Leader About Us: Recognized as the trusted source for industry knowledge, LIMRA AND LOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success.
Why Join Us: Leading life insurance and financial services organizations around the world rely on our membership to make bottom-line decisions with greater confidence. They turn to us for:
Research: Catalysts for new ideas, industry benchmarking, and strategic planning.
Learning & Development: Programs to assess, train, and increase productivity, and develop future corporate leaders.
Networking: Connections with industry leaders and peers through study groups, committees, and conferences.
The Opportunity: We are seeking a strategic and results-driven Portfolio Delivery Leader to oversee the end-to-end delivery of prioritized solutions across the enterprise. This role is critical in ensuring that product development, marketing, sales, and service efforts are aligned, scalable, and impactful. The ideal candidate will bring deep expertise in delivery leadership, stakeholder engagement, and continuous improvement to drive business outcomes and value.
What You'll Do:
Lead end-to-end delivery of key products and solutions across the enterprise.
Standardize and optimize product development and go-to-market processes.
Collaborate with senior leaders, product owners, marketing, sales, and service teams.
Track KPIs, manage risks, and provide executive-level reporting.
Champion continuous improvement and delivery excellence.
What You Bring:
Bachelor's degree in Business, Technology, or related field (MBA preferred).
7-10 years in portfolio, program, or product delivery leadership.
Proven success managing complex, cross-functional initiatives.
Strong communication and stakeholder engagement skills.
Proficiency in project management tools (e.g., Jira).
What Do You Need To Succeed?
Strategic Thinking: Aligns delivery outcomes with enterprise goals.
Product Development & Go-to-Market Expertise: Builds scalable frameworks across product, marketing, sales, and service.
Project Management: Skilled in planning and maintaining delivery roadmaps.
Cross-Functional Leadership: Influences across business, technology, and product teams.
Communication & Facilitation: Engages stakeholders at all levels.
Analytical Thinking: Uses data to drive decisions and measure performance.
Risk & Issue Management: Proactively resolves delivery challenges.
Change Management: Drives adoption of new processes and tools.
Join Us: If you are someone who values collaboration, continuous learning, and making meaningful contributions, we encourage you to apply and explore this opportunity at LIMRA AND LOMA.
LIMRA and LOMA are committed to fostering an inclusive workplace where individuals feel valued and empowered to contribute. We welcome people with unique perspectives and backgrounds, recognizing that a wide range of experiences strengthens our ability to help members navigate with confidence.
We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
$144k-204k yearly est. 60d+ ago
Strategy Portfolio Manager
Sagesure
Portfolio manager job in Cheshire, CT
If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we're hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking a Strategy PortfolioManager. This exciting role will be pivotal in helping senior leadership achieve our multi-year strategy plan and effectively grow the organization.
We seek a highly motivated candidate skilled in strategic ideation and design, project execution, process improvement, and change management. This position offers exposure to executive and senior leadership, providing consultative services to effectively deliver strategic priorities and collectively drive success. If you're results-driven, have a growth mindset, and are passionate about collaborating across the organization to drive business outcomes, we'd love for you to apply.
What you'd be doing:
Strategic Capability Execution
Lead execution capabilities that will enable effective delivery of top strategic priorities across the organization
Lead and optimize execution of Quarterly Planning Meeting framework to ensure leaders have a forum to regularly discuss their strategic priorities, any material changes from prior quarter, and what support they need to achieve results
Lead and optimize execution of Leadership Committee meetings to ensure executive leaders connect, collaborate, problem solve, align on evolving priorities, and proactively identify and address cross-functional opportunities or concerns
Strategic Leadership Consulting
Provide dedicated support to senior leadership, ensuring consistency across teams in how we articulate our strategic priorities, where additional investment is needed, and where cross-functional support is critical
Partner with senior leaders as they strengthen their team's strategic muscles in efforts to effectively and sustainably grow as a company
We're looking for someone who has:
At least 5-year track record of successful implementations of cross-functional projects
Strong strategic ideation and design skillset with ability to translate ideas into tangible action
Desire to challenge status quo and understand the “why”
Exceptional problem-solving skills
Highly effective written and verbal communication skills
Strong ability to execute, adapt, and drive change in a results-driven environment
Adept at building and leveraging relationships across an organization to achieve objectives
Ability to influence and gain buy-in from senior leadership
Experience leading operational improvement initiatives with large corporations
Detail-oriented and well-organized, yet effectively able to overcome ambiguity and operate in an entrepreneurial organization
Highly preferred candidates also have:
At least 5 years of P&C insurance experience
Leadership consulting experience
Experience developing and launching change management initiatives
Experience with corporate strategic development initiatives
Experience leading operational improvement initiatives with small companies
Experience engaging with C-suite executives
About SageSure:
Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders.
SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington.
SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more.
SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.
Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.
$107k-188k yearly est. Auto-Apply 33d ago
Credit Portfolio Manager I - Metro CRE
TD Bank 4.5
Portfolio manager job in Hartford, CT
Hours: 40 Pay Details: $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
Department Overview:
The Credit PortfolioManager I - Metro CRE role covers Investment Commercial Real Estate Borrowers from $5 million to $50 million in total lending exposure. Property types include multi-unit residential, retail, office, industrial, hospitality and other specialty classes. The position is part of a team of underwriters that covers a geography that includes Connecticut, Rhode Island, and New York. Analyst responsibilities include the comprehensive underwriting of new and existing clients and portfoliomanagement such as monitoring financial covenants and interim trends.
The above details are specific to the role which is outlined in the general description below.
The Credit PortfolioManager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors and supports commercial banking team and recommends credit solutions that add value to the Customer.
Depth & Scope:
* Gathers financial and general business information pertaining to customer and prospect loan requests, performs financial analyses needed to make credit decisions; Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors; Supports commercial banking team and recommends credit solutions that add value to the Customer
* Manages specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; May manage overall analytical support and workflow production needs for a department
* Works on larger, more complex deals, mainly focused on Middle Market
* May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives
* Acts as a consultant to business lines regarding credit issues, processes and procedures
* Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines
* Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners
* Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies
* Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations
* May communicates credit decisions to Relationship Managers and Account Managers
* Manages and oversees workflow and adherence to policy for department
* Participates in organizational cost benefit analysis and implementation
* Manages activities by creating and maintaining quantifiable service level standards against business performance
* Ensures timeliness of information and efficiency in process and workflow
* Maintains confidentiality of credit and customer information at all times
* May lead a team of Credit Analysts within a region or market
Education & Experience:
* Bachelor's degree or equivalent experience
* 5+ years related experience
* Strong understanding of commercial business development techniques and credit decisions.
* Demonstrates business development track record
* Strong market presence with wide network of outside referral sources for new business
* Demonstrates credit and financial analysis skills
* Refined negotiation skills
* Demonstrates communication skills, both verbal and written.
* Demonstrates PC skills
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$91k-145.6k yearly Auto-Apply 5d ago
Portfolio Clinical Leader
The Pennant Group, Inc.
Portfolio manager job in Farmington, CT
Portfolio Clinical Leader - PCL (Home Health, and Hospice) Be the Owner of Your Role. Shape the Future of Clinical Excellence. At Pennant Services, we're looking for bold, empowered clinical leaders ready to make a deep impact-not just in patient outcomes, but in shaping the future of healthcare leadership across our agencies. If you're a licensed clinician with a track record of growing others, driving results, and owning your outcomes, this is your next big move. As a Portfolio Clinical Leader (PCL), you will serve as a regional developer of agency clinical leaders-mentoring Directors of Clinical Services (DCS), Directors of Rehab (DOR), and leading clusters of excellence across a given region. You will work in partnership with Market Leaders to scale quality, compliance, and culture while driving meaningful care and operational results.
This is not just a management role. This is a clinical executive position for leaders who see themselves as owners, not employees.
What You'll Own
* Leadership Development
Recruit, mentor, and grow high-performing clinical leaders who take full ownership of their roles and outcomes.
* Operational Excellence
Guide agencies in implementing scalable systems for compliance, education, and clinical delivery that improve both quality and efficiency.
* Culture Building
Champion a values-based leadership model that promotes connection, accountability, and team engagement.
* Clinical Innovation
Partner with field and support resources to design and scale best practices for orientation, performance improvement, and in-service development.
* Strategic Collaboration
Work hand-in-hand with the Market Leader to build a thriving, culture-driven region that delivers on all four cornerstones: Culture, Community, Clinical/Compliance, and Financial Performance.
What You Bring
* Licensed Registered Nurse or licensed therapy discipline (PT/OT/ST)
* Minimum 5 years of home health, and hospice experience
* 10 years experience in agency-level clinical leadership
* Solid understanding of home health and hospice regulations
* Strong communication, coaching, and time-management skills
* Confidence to work independently and collaboratively across organizational levels
* HCHB experience preferred
Please note this job description has been designed to indicate the general nature, working conditions and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, working conditions and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice.
Why Join Us
At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact.
Location: Farmington, CT
Wage: $120K - $150K plus incentive plan
Type: Full-Time | Leadership Role | Equity Opportunity
What sets us apart:
* Opportunity for stock ownership
* Empowered, autonomous leadership supported by centralized resources
* A work-life balance that supports personal well-being
* Full benefits package: medical, dental, vision, 401(k) with match
* Generous PTO, holidays, and professional development
* A culture built around our core values-CAPLICO:
* Customer Second
* Accountability
* Passion for Learning
* Love One Another
* Intelligent Risk Taking
* Celebrate
* Ownership
About Pennant
Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model allows local leaders to lead, while we provide the centralized clinical, HR, IT, legal, and compliance support they need to succeed.
Learn more at: ********************
Pennant Service Center
1675 E. Riverside Drive, Suite 150
Eagle, ID 83616
#Hybrid
The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
$120k-150k yearly Auto-Apply 7d ago
Portfolio Clinical Leader
Pennant Group
Portfolio manager job in Farmington, CT
Portfolio Clinical Leader - PCL (Home Health, and Hospice)
Be the Owner of Your Role. Shape the Future of Clinical Excellence.
At Pennant Services, we're looking for bold, empowered clinical leaders ready to make a deep impact-not just in patient outcomes, but in shaping the future of healthcare leadership across our agencies. If you're a licensed clinician with a track record of growing others, driving results, and owning your outcomes, this is your next big move. As a Portfolio Clinical Leader (PCL), you will serve as a regional developer of agency clinical leaders-mentoring Directors of Clinical Services (DCS), Directors of Rehab (DOR), and leading clusters of excellence across a given region. You will work in partnership with Market Leaders to scale quality, compliance, and culture while driving meaningful care and operational results.
This is not just a management role. This is a clinical executive position for leaders who see themselves as
owners
, not employees.
What You'll Own
Leadership Development
Recruit, mentor, and grow high-performing clinical leaders who take full ownership of their roles and outcomes.
Operational Excellence
Guide agencies in implementing scalable systems for compliance, education, and clinical delivery that improve both quality and efficiency.
Culture Building
Champion a values-based leadership model that promotes connection, accountability, and team engagement.
Clinical Innovation
Partner with field and support resources to design and scale best practices for orientation, performance improvement, and in-service development.
Strategic Collaboration
Work hand-in-hand with the Market Leader to build a thriving, culture-driven region that delivers on all four cornerstones: Culture, Community, Clinical/Compliance, and Financial Performance.
What You Bring
Licensed Registered Nurse or licensed therapy discipline (PT/OT/ST)
Minimum 5 years of home health, and hospice experience
10 years experience in agency-level clinical leadership
Solid understanding of home health and hospice regulations
Strong communication, coaching, and time-management skills
Confidence to work independently and collaboratively across organizational levels
HCHB experience preferred
Please note this job description has been designed to indicate the general nature, working conditions and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, working conditions and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice.
Why Join Us
At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact.
Location: Farmington, CT
Wage: $120K - $150K plus incentive plan
Type: Full-Time | Leadership Role | Equity Opportunity
What sets us apart:
Opportunity for stock ownership
Empowered, autonomous leadership supported by centralized resources
A work-life balance that supports personal well-being
Full benefits package: medical, dental, vision, 401(k) with match
Generous PTO, holidays, and professional development
A culture built around our core values-CAPLICO:
Customer Second
Accountability
Passion for Learning
Love One Another
Intelligent Risk Taking
Celebrate
Ownership
About Pennant
Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model allows local leaders to lead, while we provide the centralized clinical, HR, IT, legal, and compliance support they need to succeed.
Learn more at: ********************
Pennant Service Center
1675 E. Riverside Drive, Suite 150
Eagle, ID 83616
#Hybrid
The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
$120k-150k yearly Auto-Apply 7d ago
FY26 US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Manager
EY 4.7
Portfolio manager job in Hartford, CT
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 ************************** .
This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfoliomanagement 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
Manager, Federal Tax - Asset Management
KPMG 4.8
Portfolio manager job in Hartford, CT
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 Business Tax Services practice.
Responsibilities:
* Oversee client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds)
* Act as the first point of contact for internal and external clients
* Manage teams of tax professionals/assistants working on client projects
* Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients
* Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects
* Deliver high quality tax services to clients
Qualifications:
* Minimum five years of recent tax experience in the alternative investment industry
* Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
* Proficient in the taxation of partnerships and tiered investment fund structures
* Excellent verbal and written communication skills with the ability to articulate complex financial information
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: $96800 - $187500
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.
$96.8k-187.5k yearly 60d+ ago
Cybersecurity Risk & Oversight Manager
Amphenol Corporation 4.5
Portfolio manager job in Wallingford, CT
The Cybersecurity Risk & Oversight Manager is responsible for providing second-line oversight of cybersecurity risk across Amphenol's global operating companies. This role focuses on identifying cybersecurity gaps, assessing risk, and supporting audit readiness prior to formal internal audits. The position works closely with Internal Audit and IT leadership across decentralized operations to continuously strengthen the organization's cybersecurity posture.
This role requires a strong blend of technical cybersecurity expertise and audit mindset. The individual will not be responsible for day-to-day cybersecurity operations, but will act as a key advisor and assessor to ensure appropriate controls, testing, and risk mitigation practices are in place.
Key Responsibilities
Provide second-line oversight of cybersecurity controls and risks across global operating companies
Proactively identify cybersecurity gaps and weaknesses prior to internal audit activities
Partner closely with Internal Audit to support cybersecurity-related audits and remediation efforts
Evaluate cybersecurity practices across identity and access management, infrastructure, OT, and network security
Assess and review penetration testing, red teaming, and other cybersecurity testing activities
Evaluate Active Directory security and overall cyber resilience across operations
Advise operating companies on cybersecurity improvements and risk mitigation strategies
Collaborate with cross-functional stakeholders in a highly decentralized environment
Support continuous improvement of the organization's cybersecurity maturity
Qualifications
Experience in cybersecurity audit, cyber risk, or cybersecurity assurance roles
Strong technical cybersecurity background, including hands-on knowledge of security testing and controls
Understanding of audit expectations and the ability to interface effectively with auditors
Ability to work independently and collaboratively across global, decentralized teams
Strong communication and relationship-building skills
Preferred Qualifications
Experience in internal audit, consulting, or industry cybersecurity roles
Exposure to OT security environments
Big Four or consulting experience preferred but not required
Role Details
Level: Manager (individual contributor; no direct reports)
Location: Wallingford, CT (hybrid; 3-4 days onsite)
Travel: Limited, with potential for increased travel based on business needs
#LI-EF1
$92k-119k yearly est. 11d ago
Portfolio Manager - Private Asset Management
Nuveen Investments 4.9
Portfolio manager job in Hamden, CT
PortfolioManager The TIAA Private Asset ManagementPortfolioManager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manageportfolios that align with complex financial goals.
**Key Responsibilities and Duties**
+ Builds successful investment portfolios informed by market conditions and economic trends.
+ Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis.
+ Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
+ Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
+ Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
+ Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
+ Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
+ Provide input into investment models and allocation frameworks.
+ Support business development and client retention initiatives.
+ Maintain accurate records and documentation for audits and client reporting.
**Additional Responsibilities**
+ All licenses must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 65
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**PLEASE NOTE:** TIAA's PortfolioManager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.
**Required Qualifications:**
+ 5+ years working directly with wealth management clients
**Preferred Qualifications:**
+ 7+ years working directly with wealth management clients
+ CFA, CFP Certification
+ University Degree
\#LI-KD2
Related Skills
Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, PortfolioManagement, Resourcefulness, Tax
**Anticipated Posting End Date:**
2026-01-26
Base Pay Range: $124,000/yr - $155,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$124k-155k yearly 14d ago
SEC REPORTING MANAGER
Direct Staffing
Portfolio manager job in Middletown, CT
Middletown, CT EXP 5-7 yrs DEG Bach . SUMMARY: Manage initial drafts of all SEC Reporting. Manage audit coordination as well as internal control testing. Perform appropriate accounting research and related position papers. Aid Assistant Controller in monthly account reconciliation review and financial statement preparation, including consolidation effort.
ESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to:
• Coordinate and prepare SEC filings (10-Q, 10-K, 8-K, Proxy).
• Research and analyze new and existing accounting pronouncements.
• Draft accounting position papers regarding specific transactions and events.
• Assist in the coordination and review of critical accounting estimates on a quarterly basis.
• Assist in the coordination of the company's internal controls as they relate to Sarbanes Oxley.
• Serve as primary audit contact in dealing with our outside auditing firm.
• Coordinate the external audit requirements on both a quarterly and annual basis.
• Implement accounting and related processes to support new business offerings and business growth.
• Aid Assistant Controller in monthly account reconciliation review and financial statement preparation, including consolidation effort.
QUALIFICATIONS:
• Bachelor's degree in accounting, CPA preferred, but not required.
• At least 5-8 years in accounting roles (additional years of experience a plus) with progressive responsibility, significant public accounting experience required.
• Strong leadership, project management, and communication skills.
• Strong analytical and Excel skills; sound judgment.
• Proficient in multitasking and working in a team environment.
• Working knowledge of information technology with an appreciation for how it can support accounting functions, is a plus, but not required.
• Must be a U.S. citizen or permanent resident.
SCREENING QUESTIONS
Does candidate have recent SEC filing experience?
Does candidate have 5 - 8 years in accounting roles with progressive responsibility?
Does the candidate have SOX experience?
IDEAL CANDIDATE
Meets all requirements of the job description. Able to work in a team environment and communicate effectively. Able to go the extra mile during audits/closings.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
$93k-127k yearly est. 1d ago
Manager, Tax Reporting - Collins Aerospace
RTX Corporation
Portfolio manager job in Farmington, CT
**Country:** United States of America ** Hybrid **U.S. Citizen, U.S. Person, or Immigration Status Requirements:** U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
**Security Clearance:**
None/Not Required
RTX Corporation is an Aerospace and Defense company that provides advanced systems and services for commercial, military and government customers worldwide. It comprises three industry-leading businesses - Collins Aerospace Systems, Pratt & Whitney, and Raytheon. Its 185,000 employees enable the company to operate at the edge of known science as they imagine and deliver solutions that push the boundaries in quantum physics, electric propulsion, directed energy, hypersonics, avionics and cybersecurity. The company, formed in 2020 through the combination of Raytheon Company and the United Technologies Corporation aerospace businesses, is headquartered in Arlington, VA.
**The following position is to join our Collins Aerospace Tax Team:**
Join our team as a key player in managing the accounting for income taxes under ASC740 for Collins' non-US business operations. RTX Corporate is in search of a talented Tax Reporting Manager. In this role, you'll ensure we stay ahead of global tax requirements while supporting our expanding international operations. You'll collaborate with finance, Collins' Planning team, and RTX's Corporate Tax Reporting team to align on meeting objectives for the Collins' business segment and RTX as a whole. You'll also keep a close eye on evolving tax laws, rate changes, and assist in providing guidance on the computations of the non-US tax provisions. This is a high-impact opportunity to help reduce tax risk, enhance efficiency, and shape the company's global tax strategy.
**What You Will do:**
+ Review quarterly and year-end non-US income tax provision submissions in accordance with ASC740
+ Prepare quarterly and year-end non-US income tax expense and balance sheet tax account reconciliations
+ Calculate interest accruals on certain non-US tax reserves
+ Assist with preparing quarterly and year-end presentations for Collins' Controllers and the RTX Corporate Tax team
+ Prepare quarterly and year-end SOX documentation
+ Assist with annual corporate income tax filings
+ Assist with special projects including the preparation of management presentations, historical tax rate analyses and review of tax rate / law changes
**Qualifications You Must Have:**
+ Typically requires a University Degree and minimum 8 years prior relevant experience **or** an Advanced Degree in a related field and minimum 5 years of experience **or** in absence of a degree, 12 years of relevant experience gained in a public accounting or large multinational corporate tax environment
+ U.S. citizenship is required, as only U.S. citizens are authorized to access the financial management system due to government contractual requirements
+ Strong knowledge of tax accounting theory, including ASC740
**Qualifications We Prefer:**
+ Certified Public Accountant
+ Self-motivated, committed to drive results, intellectually curious, performs well under pressure and is team player
+ Strong interpersonal skills, including ability and desire to communicate, collaborate, and coordinate effectively with others throughout the tax and finance organizations at Collins, HQ, and service providers
+ Strong written and verbal communication skills. Active participant in career development and succession planning processes
+ Proficiency in excel and analytical skills
+ One Stream and Longview experience
**What We Offer:**
Some of our competitive benefits package includes:
+ Medical, dental, and vision insurance
+ Three weeks of vacation for newly hired employees
+ Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy option
+ Tuition reimbursement program
+ Student Loan Repayment Program
+ Life insurance and disability coverage
+ Optional coverages you can buy pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection
+ Birth, adoption, parental leave benefits
+ Ovia Health, fertility, and family planning
+ Adoption Assistance
+ Autism Benefit
+ Employee Assistance Plan, including up to 10 free counseling sessions
+ Healthy You Incentives, wellness rewards program
+ Doctor on Demand, virtual doctor visits
+ Bright Horizons, child and elder care services
+ Teladoc Medical Experts, second opinion program
+ And more!
**Learn More & Apply Now!**
**Location/Type: Hybrid**
+ Farmington, CT is the preferred location, however candidates located near an RTX hub will also be considered.
**Please consider the following role type definitions as you apply for this role:**
**Hybrid:** Employees who are working in Hybrid roles will work regularly both onsite and offsite. Ratio of time working onsite will be determined in partnership with your leader.
**_As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote._**
The salary range for this role is 107,500 USD - 204,500 USD. The salary range provided is a good faith estimate representative of all experience levels.
RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
_RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act._
**Privacy Policy and Terms:**
Click on this link (******************************************************** to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
$93k-127k yearly est. 60d+ ago
Manager, Tax Reporting - Collins Aerospace
RTX
Portfolio manager job in Farmington, CT
Country:
United States of America Hybrid
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
Security Clearance:
None/Not Required
RTX Corporation is an Aerospace and Defense company that provides advanced systems and services for commercial, military and government customers worldwide. It comprises three industry-leading businesses - Collins Aerospace Systems, Pratt & Whitney, and Raytheon. Its 185,000 employees enable the company to operate at the edge of known science as they imagine and deliver solutions that push the boundaries in quantum physics, electric propulsion, directed energy, hypersonics, avionics and cybersecurity. The company, formed in 2020 through the combination of Raytheon Company and the United Technologies Corporation aerospace businesses, is headquartered in Arlington, VA.
The following position is to join our Collins Aerospace Tax Team:
Join our team as a key player in managing the accounting for income taxes under ASC740 for Collins' non-US business operations. RTX Corporate is in search of a talented Tax Reporting Manager. In this role, you'll ensure we stay ahead of global tax requirements while supporting our expanding international operations. You'll collaborate with finance, Collins' Planning team, and RTX's Corporate Tax Reporting team to align on meeting objectives for the Collins' business segment and RTX as a whole. You'll also keep a close eye on evolving tax laws, rate changes, and assist in providing guidance on the computations of the non-US tax provisions. This is a high-impact opportunity to help reduce tax risk, enhance efficiency, and shape the company's global tax strategy.
What You Will do:
Review quarterly and year-end non-US income tax provision submissions in accordance with ASC740
Prepare quarterly and year-end non-US income tax expense and balance sheet tax account reconciliations
Calculate interest accruals on certain non-US tax reserves
Assist with preparing quarterly and year-end presentations for Collins' Controllers and the RTX Corporate Tax team
Prepare quarterly and year-end SOX documentation
Assist with annual corporate income tax filings
Assist with special projects including the preparation of management presentations, historical tax rate analyses and review of tax rate / law changes
Qualifications You Must Have:
Typically requires a University Degree and minimum 8 years prior relevant experience or an Advanced Degree in a related field and minimum 5 years of experience or in absence of a degree, 12 years of relevant experience gained in a public accounting or large multinational corporate tax environment
U.S. citizenship is required, as only U.S. citizens are authorized to access the financial management system due to government contractual requirements
Strong knowledge of tax accounting theory, including ASC740
Qualifications We Prefer:
Certified Public Accountant
Self-motivated, committed to drive results, intellectually curious, performs well under pressure and is team player
Strong interpersonal skills, including ability and desire to communicate, collaborate, and coordinate effectively with others throughout the tax and finance organizations at Collins, HQ, and service providers
Strong written and verbal communication skills. Active participant in career development and succession planning processes
Proficiency in excel and analytical skills
One Stream and Longview experience
What We Offer:
Some of our competitive benefits package includes:
Medical, dental, and vision insurance
Three weeks of vacation for newly hired employees
Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy option
Tuition reimbursement program
Student Loan Repayment Program
Life insurance and disability coverage
Optional coverages you can buy pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection
Birth, adoption, parental leave benefits
Ovia Health, fertility, and family planning
Adoption Assistance
Autism Benefit
Employee Assistance Plan, including up to 10 free counseling sessions
Healthy You Incentives, wellness rewards program
Doctor on Demand, virtual doctor visits
Bright Horizons, child and elder care services
Teladoc Medical Experts, second opinion program
And more!
Learn More & Apply Now!
Location/Type: Hybrid
Farmington, CT is the preferred location, however candidates located near an RTX hub will also be considered.
Please consider the following role type definitions as you apply for this role:
Hybrid: Employees who are working in Hybrid roles will work regularly both onsite and offsite. Ratio of time working onsite will be determined in partnership with your leader.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 107,500 USD - 204,500 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
$93k-127k yearly est. Auto-Apply 12d ago
Commercial Credit Manager
Jewett City Savings Bank 3.2
Portfolio manager job in Jewett City, CT
Jewett City Savings Bank is a full-service Connecticut financial institution that has been part of our community since 1873. We are dedicated to providing financial services of the highest quality and value to our customers. We have thrived as an independent mutual savings bank by being financially responsible and remaining committed to our mission.
We are seeking a Commercial Credit Manager to oversee the bank's commercial lending underwriting process and manage the Credit Department's daily operations. This is an on-site position in Jewett City, CT.
This role ensures that all commercial loan requests including Commercial & Industrial (C&I) and Commercial Real Estate (CRE) are analyzed accurately, align with the bank's risk appetite, and comply with regulatory standards. The Manager will be responsible for directly underwriting the most complex commercial loan requests, providing deep technical analysis of financial statements, cash flow, collateral, and market conditions. The Manager leads a team of credit analysts and credit support staff and collaborates closely with Commercial Loan Officers, the Chief Credit Officer and the Chief Banking Officer.
PRIMARY DUTIES:
Oversee the activities of the Credit staff. Conduct periodic performance reviews, and provide ongoing coaching, motivation, training, and development. Ensure that staff is cross-trained for maximum department effectiveness.
Determine the creditworthiness of commercial loan applicants by evaluating the borrower's and guarantor's character, and analyzing financial statements, tax returns, credit reports, and other relevant information. Prepare business cash flows with financial data provided by potential or existing customers. Independently handle the bank's most complex or largest credit exposures.
Perform appraisal review and lease analysis.
Manage and coordinate the workflow of the Credit Department, prioritizing loan requests and ensuring timely turnaround to meet customer and lender requirements.
Ensure periodic reviews of all commercial credits are completed on an annual basis.
Collaborate with commercial loan officers (CLOs) to prepare large and complex loan proposals for the Loan Committee, and proactively provide pertinent information in support of the loan application. Communicate regularly with CLOs to ensure the information necessary to expedite the loan application process is being collected.
Review loan proposals and annual reviews prepared by the Credit staff for completeness, accuracy, and appropriate loan structuring. Review all documents prepared by the Credit staff before submission to Loan Committee and the Board of Directors.
Update all assigned credit loan files with financial information and analyses in Identifi and in various software programs.
Oversee and manage financial credit files to assure financial statements, tax returns, accounts receivable aging and other information are current.
Collaborate with CLOs to assign risk ratings for new loans, and review and maintain risk ratings for existing loans. Alert the CLO and CCO of recommended risk rating changes.
Prepare portfolio reports required by Senior Management and the Board of Directors.
Interact and report regularly to the CCO and CLOs regarding the status of all applications submitted for underwriting. Make recommendations for updates to loan policy, as needed.
Ensure timely and accurate loan closing documentation, boarding, funding, and the prompt delivery of complete electronic loan files for quality assurance review, in compliance with procedures.
Keep abreast of, perform all duties in accordance with, and ensure staff is informed of the Bank's policies and procedures, and regulatory compliance.
Demonstrate regular and predictable on-site attendance.
POSITION REQUIREMENTS:
Prior supervisory experience required, plus at least seven years of commercial credit analysis or related experience with CRE and C&I credit. Bachelor's degree in finance, accounting or business preferred. Must be proficient with analytical software in preparing and analyzing spreadsheets, reports and summaries. Must have a strong financial background with excellent analytical, organizational and computer skills. Must also be detail oriented with excellent written and verbal communication skills.
SUPERVISORY RESPONSIBILITY:
Up to 8 employees.
SCHEDULE:
Monday - Friday; 8am - 4pm
EEO/AA; all qualified applicants will receive consideration without regard disability status, protected veteran status, or any other characteristic protected by law.
$83k-129k yearly est. Auto-Apply 13d ago
Commercial Banking Manager
Accenture 4.7
Portfolio manager job in Hartford, CT
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 750,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ******************
We Are:
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
* Industry experience within business, commercial, or corporate banking segments.
* Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
* Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
* Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
* Source and coordinate work from other internal workforces.
* Develop our next-generation Wholesale credit technology offerings.
* Become a trusted advisor for C-suite clients looking to solve critical business problems.
* Drive business development to originate new client opportunities.
* Build your reputation as an industry thought leader.
* Travel, as required, up to 80%.
Qualification
Here's What You Need:
* Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
* Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfoliomanagement, trading) project management experience with relevant systems
* A Bachelor's degree
Bonus Points If You Have:
* Extensive transformation strategy or operating model design experience in commercial banking.
* Launched new product offerings in the banking industry.
* Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
* Advanced degree or financial industry certification.
* Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
* Demonstrated experience developing and managing relationships with senior client executives.
* Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
* Structured problem-solving and ability to simplify complex initiatives to improve execution.
* Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino, Loan IQ, AFS, ACBS)
Professional Skills
* Proven ability to operate within a collaborative environment.
* Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
* High energy level, focus, and ability to work well in demanding client environments.
* Excellent communication (written and oral) and interpersonal skills.
* Strong leadership, problem-solving, and decision-making abilities.
* Unquestionable professional integrity, credibility, and character.
What's in it for you?
* You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
* At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
* Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
* You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location Annual Salary Range
California $94,400 to $293,800
Cleveland $87,400 to $235,000
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Maryland $94,400 to $253,800
Massachusetts $94,400 to $270,300
Minnesota $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
Locations
$100.5k-270.3k yearly 7d ago
Credit Portfolio Manager I - Metro CRE
TD Bank 4.5
Portfolio manager job in Hartford, CT
New York, New York, United States of America **Hours:** 40 **Pay Details:** $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
**Department Overview:**
The Credit PortfolioManager I - Metro CRE role covers Investment Commercial Real Estate Borrowers from $5 million to $50 million in total lending exposure. Property types include multi-unit residential, retail, office, industrial, hospitality and other specialty classes. The position is part of a team of underwriters that covers a geography that includes Connecticut, Rhode Island, and New York. Analyst responsibilities include the comprehensive underwriting of new and existing clients and portfoliomanagement such as monitoring financial covenants and interim trends.
The above details are specific to the role which is outlined in the general description below.
The Credit PortfolioManager I (CPM) is responsible to gather financial and general business information pertaining to customer and prospect loan requests. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors and supports commercial banking team and recommends credit solutions that add value to the Customer.
**Depth & Scope:**
+ Gathers financial and general business information pertaining to customer and prospect loan requests, performs financial analyses needed to make credit decisions; Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors; Supports commercial banking team and recommends credit solutions that add value to the Customer
+ Manages specific credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; May manage overall analytical support and workflow production needs for a department
+ Works on larger, more complex deals, mainly focused on Middle Market
+ May manage and/or lead as well as create, develop and introduce commercial and credit-related initiatives
+ Acts as a consultant to business lines regarding credit issues, processes and procedures
+ Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines
+ Partners with Lending/Credit Officers to address exceptions identified by internal/external auditors and/or examiners
+ Performs periodic inspections at Customer sites to audit accounts and ensure adherence to loan agreements and terms; Takes appropriate action as necessary to correct deficiencies
+ Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations
+ May communicates credit decisions to Relationship Managers and Account Managers
+ Manages and oversees workflow and adherence to policy for department
+ Participates in organizational cost benefit analysis and implementation
+ Manages activities by creating and maintaining quantifiable service level standards against business performance
+ Ensures timeliness of information and efficiency in process and workflow
+ Maintains confidentiality of credit and customer information at all times
+ May lead a team of Credit Analysts within a region or market
**Education & Experience:**
+ Bachelor's degree or equivalent experience
+ 5+ years related experience
+ Strong understanding of commercial business development techniques and credit decisions.
+ Demonstrates business development track record
+ Strong market presence with wide network of outside referral sources for new business
+ Demonstrates credit and financial analysis skills
+ Refined negotiation skills
+ Demonstrates communication skills, both verbal and written.
+ Demonstrates PC skills
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$91k-145.6k yearly 5d ago
US Seasonal Tax-FSO-Wealth & Asset Management-TiGeR-Manager
EY 4.7
Portfolio manager job in Hartford, CT
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 Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote**
**The opportunity**
EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team.
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, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team.
**Your key responsibilities**
+ 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
**Skills and attributes for success**
**To qualify for this role, you must have **
+ 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. 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.
**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 ************************** .
$90-120 hourly 60d+ ago
Manager, Asset Management
KPMG 4.8
Portfolio manager job in Hartford, CT
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.
KPMG is currently seeking a Manager, Asset Management to join our Digital Nexus technology organization. This is a hybrid work opportunity.
Responsibilities:
* Manage day-to-day processes and procedures to support ongoing operations of ITAM Asset Management; act in the capacity of a subject matter expert to support ongoing IT Asset Management projects; accountable for implementation of continuous process improvements
* Partner with IT Asset Owners to ensure Asset information is kept accurate and up to date throughout the lifecycle; research and manage implementation of business requirements and features as requested by business units
* Maintain and publish Asset metrics, create custom reports based on ITAM discovery knowledge and requestor specifications; provide ITAM Asset Management training
* Manage operational workload and priorities and ensure alignment with business needs; ensure issues are prioritized and managed for timely resolution
* Collaborate with Asset Owners to ensure Hardware Assets are re-harvested efficiently; collaborate with offshore resources to ensure Discovery supports the needs of ongoing operations
* Develop and implement a SAM communications plan; utilize the Flexera Network Management Platform (FNMP) software asset management tool; perform internal software audits to ensure software license compliance standards are being met
* Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment
Qualifications:
* Minimum five years of recent in-depth use and understanding of IT Asset management lifecycle processes and tools
* Bachelor's degree from an accredited college or university is preferred; Industry Certifications preferred: ITIL V3, IAITAM Certifications (including: CHAMP, CSAM, or CITAM), PMP, Lean Six Sigma
* Experience with ServiceNow and Discovery technologies; strong project management experience with small and large projects, in a cross-functional environment
* Strong verbal/written communication, with ability to effectively interact with individuals at all levels of responsibility and authority; able to prioritize, delegate and foster the development of high-performance teams to lead/support an environment driven by customer service and teamwork
* Solid trouble-shooting and organizational skills and ability to work on multiple projects simultaneously; ability to participate in resource planning processes based on defined organizational plans
* Applicant must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
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:
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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.
How much does a portfolio manager earn in Manchester, CT?
The average portfolio manager in Manchester, CT earns between $83,000 and $243,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Manchester, CT
$142,000
What are the biggest employers of Portfolio Managers in Manchester, CT?
The biggest employers of Portfolio Managers in Manchester, CT are: