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Portfolio manager jobs in Manchester, CT

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  • Commercial Lending Portfolio Manager

    JCW Group 3.7company rating

    Portfolio manager job in New Haven, CT

    JCW is looking to hire a Portfolio Manager to join the Commercial Lending department of a growing Commercial Bank in the greater New Haven area. If you have banking experience and are looking for a route to becoming a Lender - please apply! Requirements: 5 years of commercial banking experience is required Proven Credit and Relationship Management skills Thrives in a high-pressured environment and has the ability to work with tight deadlines Proficiency with Abrigo is a plus If this isn't the right fit but you are looking for Credit or Lending positions - drop a message to *******************************.
    $130k-227k yearly est. 1d ago
  • Financial Manager - AI Trainer ($150 per hour)

    Mercor

    Portfolio manager job in Waterbury, CT

    Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab. You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**
    $88k-131k yearly est. 60d+ ago
  • Portfolio Manager

    Torrington Savings Bank 3.3company rating

    Portfolio manager job in Torrington, CT

    Job DescriptionDescription: Why Torrington Savings Bank? Looking to grow your career at a place where community, innovation, and opportunity come together? Torrington Savings Bank offers more than just a job-we offer a supportive environment where your skills and ideas can thrive. As a trusted financial institution with over 150 years of history, we're committed to serving our local communities while helping our employees reach their professional goals. Whether you're just starting out or looking to take the next step in your career, you'll find a collaborative culture, opportunities for advancement, and a workplace that values work-life balance. Join a team that takes pride in building relationships and delivering personalized banking experiences every day. Current Opportunity Portfolio Manager As Torrington Savings Bank continues to expand our commercial lending platform, we are seeking a motivated credit professional to support the growth and quality of our portfolio. In this role, you will manage an assigned portfolio of commercial loans while actively generating new business opportunities through strong internal partnerships and consistent engagement across the Bank's referral channels. You will also work closely with our Relationship Managers to screen, structure, and review commercial credit requests, assisting with renewals and ongoing portfolio maintenance. This position plays a key role in coordinating activity between Lending, Credit, and Loan Administration to ensure a smooth, high-quality experience for our clients from initial inquiry through closing and throughout the life of the relationship. Success in this role requires strong analytical skills, strong people skills, and the ability to build trust across departments. The ideal candidate is comfortable collaborating with multiple teams, driving new opportunities through internal relationships, and supporting efficient deal execution while maintaining the Bank's long-standing service standards. Primary Accountabilities/Responsibilities Manage an assigned commercial loan portfolio, maintaining strong credit quality through proactive monitoring, timely renewals and annual reviews, covenant tracking, construction loan administration, and consistent communication with clients. Support the origination and execution of commercial credit opportunities, partnering with Relationship Managers to screen, structure, and underwrite new loans, renewals, and modifications from initial inquiry through closing. Drive internal business development, generating new lending opportunities through strong cross-department relationships and helping deepen existing client relationships through effective service and follow-up. Coordinate closely with Credit and Loan Administration, ensuring efficient workflow, accurate reporting, smooth construction draw processing, and a seamless client experience across all phases of the lending lifecycle. Identify and support cross-sell opportunities by collaborating with Cash Management, Retail, and other internal partners to strengthen full-relationship banking and contribute to overall portfolio and fee-income growth. Provide departmental support and contribute to special projects as needed, assisting during high-volume periods and reinforcing a culture of teamwork and operational excellence. Requirements: Position Requirements: Minimum bachelor's degree or equivalent in a Financial related field. Minimum of 3 years of experience in commercial credit, portfolio management, or commercial lending support, with a strong understanding of underwriting fundamentals and portfolio monitoring practices. Knowledge of State and Federal lending laws and regulations, Bank policies and procedures, and credit standards. Excellent verbal and written communication skills. High attention to detail and comfort working in a fast-paced environment. Ability to develop and maintain business relationships, influence people, and structure sound credit solutions. Ability to perform under stress when confronted with emergency, critical, or unusual situations.
    $150k-247k yearly est. 12d ago
  • Manager, Portfolio Mgmt BCC

    Webster Bank Group 4.6company rating

    Portfolio manager job in Southington, CT

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! This position is responsible for the day-to-day tasks associated with managing an assigned group of loans in the commercial loan portfolio within the Business Credit Center. Tasks include all functions related to credit quality maintenance, risk grade management, covenant compliance, loan / line maturities, loan documentation, collateral tracking and customer service. This position requires significant customer contact (written, phone and in-person), and partners with a team of Relationship Managers to cross-sell new products and services and to help deliver an industry-leading customer experience to our borrowing customers. This position will also include participation on project teams and Continuous Improvement initiatives that may affect the entire unit. The assigned portfolio may consist of larger, more complex credit facilities and/or this position may require team leadership responsibilities and assist with the training of other staff members and/or sales partners. Major Duties & Responsibilities: • Monitor and maintain an assigned commercial loan portfolio and alert senior management to issues which affect portfolio quality. • Manage the renewal and modification process for loans and lines of credit by performing the underwriting and closing processes to ensure timely document execution. • Perform routine, thorough credit/financial reviews of relationships in an assigned loan portfolio and ensure accurate risk grades and data integrity at all times. • Perform routine site visits to meet with company management, collect financial information, discuss new lending opportunities. • Support and deliver superior customer service to business relationships to bring consistent customer experiences throughout the Bank's footprint. • Support the Bank's loan payment collection efforts to remain within targets for past dues and charge-offs and identify and support the transfer of problem loans to the Commercial Loan Workout Group. • Participate, and take a leading role when necessary, in Continuous Improvement initiatives and/or assist with the training of junior staff members. Education, Experience & Skills: • Bachelor's Degree required - Business, Finance, Accounting or Economics preferred • Minimum 5-7 years of related banking experience - Commercial credit experience required with the completion of a formal credit training program preferred. • Strong credit skills with the capacity to evaluate strengths and weaknesses of a wide variety of credit facilities. • Must be service oriented and possess strong interpersonal, organizational and communication skills. • Must be comfortable in customer contact situations including potential work-out/loan restructure environments. • Ability to multi-task, prioritize work to meet deadlines and work both independently and within a team structure • Previous leadership experience preferred, but not required Position Summary: This position is responsible for the day-to-day tasks associated with managing an assigned group of loans in the commercial loan portfolio within the Business Credit Center. Tasks include all functions related to credit quality maintenance, risk grade management, covenant compliance, loan / line maturities, loan documentation, collateral tracking and customer service. This position requires significant customer contact (written, phone and in-person), and partners with a team of Relationship Managers to cross-sell new products and services and to help deliver an industry-leading customer experience to our borrowing customers. This position will also include participation on project teams and Continuous Improvement initiatives that may affect the entire unit. The assigned portfolio may consist of larger, more complex credit facilities and/or this position may require team leadership responsibilities and assist with the training of other staff members and/or sales partners. Major Duties & Responsibilities: Monitor and maintain an assigned commercial loan portfolio and alert senior management to issues which affect portfolio quality. Manage the renewal and modification process for loans and lines of credit by performing the underwriting and closing processes to ensure timely document execution. Perform routine, thorough credit/financial reviews of relationships in an assigned loan portfolio and ensure accurate risk grades and data integrity at all times. Perform routine site visits to meet with company management, collect financial information, discuss new lending opportunities. Support and deliver superior customer service to business relationships to bring consistent customer experiences throughout the Bank's footprint. Support the Bank's loan payment collection efforts to remain within targets for past dues and charge-offs and identify and support the transfer of problem loans to the Commercial Loan Workout Group. Participate, and take a leading role, when necessary, in Continuous Improvement initiatives and/or assist with the training of junior staff members. Education, Experience & Skills: Bachelor's Degree required - Business, Finance, Accounting or Economics preferred Minimum 5-7 years of related banking experience - Commercial credit experience required with the completion of a formal credit training program preferred. Strong credit skills with the capacity to evaluate strengths and weaknesses of a wide variety of credit facilities. Must be service oriented and possess strong interpersonal, organizational and communication skills. Must be comfortable in customer contact situations including potential work-out/loan restructure environments. Ability to multi-task, prioritize work to meet deadlines and work both independently and within a team structure Previous leadership experience preferred, but not required The estimated salary range for this position is $120,00USD to $130,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-BY1 #LI-HYBRID Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
    $130k yearly Auto-Apply 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 Portfolio Manager. 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 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 10d ago
  • Director, Government Portfolio Leader

    Kyndryl

    Portfolio manager job in Hartford, CT

    **Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
    $105k-169k yearly est. 14d ago
  • AVP - Commercial Portfolio Manager

    Peoplesbank 4.0company rating

    Portfolio manager job in Holyoke, MA

    Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: At PeoplesBank the AVP Commercial Portfolio Manager plays a key role in supporting our commercial lending team by managing assigned portfolios and performing in-depth financial analysis to ensure sound credit decisions. This position partners closely with lenders to structure loans, maintain compliance, and deliver exceptional client service. Responsibilities include portfolio administration, credit analysis, site inspections, and assisting with loan closings, while also mentoring junior team members and identifying cross-selling opportunities. Ideal candidates bring strong analytical skills, commercial credit experience, and the ability to work collaboratively in a fast-paced environment. Essential Duties and Responsibilities: * Manage and analyze assigned commercial loan portfolios, including credit analysis, product enhancements, and portfolio administration. * Conduct periodic site inspections to ensure compliance with loan agreements and terms. * Support lenders by preparing documentation, providing technical guidance, and assisting with client or prospect relationships. * Ensure quality and consistency in underwriting and credit activities, meeting or exceeding performance standards. * Collaborate with Credit and Lending teams to resolve audit or examiner exceptions. * Mentor and train Credit Analysts and Portfolio Managers to maintain accuracy and efficiency in credit analysis. * Perform market or segment portfolio analysis as directed by senior leadership. * Serve as a resource for business lines and assist senior management with project timelines and expectations. * Provide backup support for lenders, addressing customer inquiries and ensuring a positive client experience. * Participate in credit process early in client relationships, including call preparation and deal summary creation for leadership review. * Attend loan closings, review legal documentation, and assist with closing comments for files. * Monitor delinquency and overdrafts, initiate collection efforts, and participate in meetings to manage distressed accounts. * Prepare quarterly watched asset reports as needed. * Identify cross-selling and referral opportunities to support business growth. * Develop expertise in designated industry segments and serve as a resource for Commercial and Credit teams. * Engage in community and philanthropic activities to enhance the bank's visibility. * Other related duties as assigned. Education and Experience: * Bachelor's degree, preferably in business administration, finance or accounting. * Minimum of two to four years of demonstrated progressive experience in a similar business role or within commercial banking sales * Must have experience in underwriting a variety of credits, both commercial and real estate and C & I * Or an equivalent combination of education and experience Skills Required: * Demonstrated ability to maintain strong credit quality through accurate, timely, and comprehensive credit administration * Ability to recommend appropriate loan structures, review documentation for loan closings, and identify weak credits or potential issues that could lead to problem loans or charge-offs * Ability to work independently and provide mentorship to junior members on team * Be knowledgeable on all regulatory requirements for lending and loan policy * Strong communication, presentation and interpersonal skills * Team oriented Computer/Technical Skills: * Proficient in MS Office 365 Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.
    $172k-275k yearly est. 4d 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 25d ago
  • US Seasonal Tax-FSO-Wealth & Asset Management-TiGeR-Manager

    EY 4.7company rating

    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 23d ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Hartford, CT

    This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $69.9k-149k yearly 56d ago
  • SAP Enterprise Asset Management (EAM) Manager

    PwC 4.8company rating

    Portfolio manager job in Hartford, CT

    **Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite. Responsibilities - Lead the creation and implementation of enterprise asset management solutions - Supervise, develop, and coach teams to achieve top-quality deliverables - Manage client service accounts and drive client engagement workstreams - Oversee every aspect of complex Generation and Utility engagements - Independently analyze and solve complex problems - Assure successful planning, budgeting, and execution of projects - Foster a culture of continuous improvement and innovation - Utilize technology to enhance service delivery What You Must Have - Bachelor's Degree - 5 years of experience What Sets You Apart - Leading SAP EAM suite engagements - Experience with SAP S4 Hana and SAP ECC - Designing and deploying SAP EAM solutions - Leading large-scale transformation deployments - Practice development in EAM talent recruiting - Sales lifecycle and client relationship management - Proposal management and presentation skills - Functional implementations in various management areas - Industry knowledge in power generation and renewables Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $99k-232k yearly 60d+ ago
  • Asset Manager Associate

    CHFA

    Portfolio manager job in Rocky Hill, CT

    Full-time Description ABOUT THE CONNECTICUT HOUSING FINANCE AUTHORITY Connecticut Housing Finance Authority (“CHFA”) is a self-funded, quasi-public organization. Its mission is to alleviate the shortage of housing for low-to moderate-income families and persons in the state of Connecticut (“State”) and, when appropriate, to promote or maintain the economic development of the State through employer-assisted housing efforts. CHFA is a mission-driven leader in creating #affordablehousing opportunities for families and individuals in Connecticut. We believe in the power of the diverse and inclusive communities we serve. We provide a challenging, progressive, and supportive environment that encourages and promotes employee development. We offer competitive salaries; tuition reimbursement; 457 deferred compensation, state sponsored pension plan, comprehensive health, dental, life, and disability plan, paid vacation, sick, and holidays, hybrid work schedule, ongoing training, career development and if qualified employee may be eligible for student loan forgiveness under Federal Loan assistance program. ABOUT THE POSITION: The Multifamily Asset Manager Associate will undergo on-the-job training to learn the fundamentals of asset management, financial markets, portfolio constructions, and risk and client relationship management under the guidance of a Manager, Team Leader, or a position of a higher grade. This training program is designed to prepare candidates for potential roles such as Multifamily Asset Manager 1. SUPERVISION RECEIVED: Receives direction from the Senior Program Officer, or a position of a higher grade. SUPERVISION EXERCISED: None. POSITION SUMMARY: •Participate in structured training programs focused on multifamily asset management, financial analysis, property operations, and real estate market trends. • Work collaboratively to monitor and support the portfolio of affordable housing, both CHFA financed and otherwise documented, and that the properties and the residents meet requirements appropriately and adequately. • Support senior asset managers in reviewing and processing multifamily housing development compliance and operations documentation and participate in construction and/or permanent loan applications and requisitions. Responsible for database information entry, analysis and reporting, processing financial reports, asset management servicing, and reviewing loan documents. •Assist in evaluating potential investment opportunities, including acquisitions, refinancing, and dispositions, and help support the development of asset strategies. •Assist in preparing internal and external performance reports, including investment summaries and property updates for stakeholders. •Support the asset management team in overseeing property operations, including tenant relations, leasing, and property maintenance, ensuring properties are operating efficiently and aligning with financial goals. •Learn how to create and monitor client portfolios, ensuring they align with investment objectives. Requirements MINIMUM QUALIFICATIONS REQUIRED: Bachelor's degree in finance, business, accounting or related field. Experience in lieu of education will be considered. OTHER REQUIREMENTS: Requires strong analytical skills and knowledge of insurance, financial analysis, and principles of real estate. Requires solid organizational and interpersonal skills, and the ability to deal with different levels of management, both internal and external, and a willingness to adapt and learn new skills. Requires excellent verbal and written communication skills, accuracy, as well as strong computer skills, including Microsoft Word™, Excel™, and PowerPoint™. ALL OTHER DUTIES AS ASSIGNED: This is not an exclusive list of all job functions, and the employee is expected to complete all duties as assigned. Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally or informally. This job description in no way constitutes an employment contract or agreement. CHFA is an equal opportunity/affirmative action employer and strongly encourages the application of women, minorities, veterans, and persons with disabilities. CHFA EOE Salary Description $59788.25 - $89,681.82
    $59.8k-89.7k yearly 60d+ ago
  • Analyst/Senior Analyst, Investment Performance

    Conning & Company 4.4company rating

    Portfolio manager job in Hartford, CT

    Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients' unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning's risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis. In this role the Analyst will prepare, analyze, and deliver portfolio risk and performance reports from various portfolio risk and performance measurement and attribution systems to provide portfolio insight. Perform data validation and exception processing. Provide support to users of these reports across investment management, marketing groups, and clients. Essential Responsibilities Prepare monthly and quarterly client performance presentations. Support ad-hoc reporting requests. Perform calculations, analysis, and research to support performance measurement, risk, and portfolio management. Monitor performance data workflow, processes, and systems. Identify ways to maintain accuracy, reduce risk and improve efficiency. Identify, research, and resolve investment performance and performance attribution data anomalies, system issues. Support sales and marketing with performance for RFPs, presentations, consultant databases and due diligence questionnaires. Ensure Global Investment Performance Standards (GIPS ) policies and procedures are followed. Assist with the annual GIPS verification. Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements. Requirements Bachelor's degree, or equivalent, in accounting, finance, economics or business. Demonstrate understanding of investment asset types such as Fixed Income instruments, Derivative Instruments and Equities. Strong analytical skills and the ability to apply those to systems (SQL, Visual Basic, Excel). Solid interpersonal, partnership and relationship building skills. Must be precise, thorough and detail oriented. Ability to work in a fast-paced environment. Preferred Requirements Prior investment performance, analytics and/or GIPS experience. Candidates who are actively pursuing or have CIPM, CFA, MBA etc. Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/invest Conning is an equal opportunity employer. Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone's voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.
    $146k-205k yearly est. Auto-Apply 54d ago
  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    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 Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: * Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients * Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences * Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients * Manage teams of tax professionals and assistants working on client projects * Advise clients and be accountable for delivering high quality tax service and advice * Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: * Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Prior experience with pass-through entities and partnerships * Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $79k-108k yearly est. 15d ago
  • Manager - Risk Management

    American Express 4.8company rating

    Portfolio manager job in Hartford, CT

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** As a Manager/Sr. Manager, you will: + Own, monitor and enhance all alternate underwriting strategies (including but not limited to) AXP Franchise Customers and Dynamic offers. + Evaluate new data sources from Marketing, Bureau etc. and uplift the UW decisions. + Deploy random tests around PL eligibility to better understand risk trends and optimize risk strategy + Manage partnership with Pricing, Finance and Marketing teams + Publish key MIS reports like Quarterly Initiative Tracker, Origination Waterfall etc. to generate insights **Minimum Qualifications** + Advanced Degree in a quantitative field such as Economics, Statistics, Mathematics, Operations Research, Engineering, Computer Science. + Strong collaborative/interpersonal skills and ability to work in a dynamic, constantly evolving environment with strong attention to detail. + Project management skills with demonstrated proficiency in leading multiple projects simultaneously. + Strong analytical skills, intellectual curiosity, and an innovative approach to solving both practical and theoretical business problems **Preferred Qualifications** + Industry experience in installment lending UW **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Risk **Primary Location:** United States **Schedule** Full-time **Req ID:** 25020242
    $89.3k-150.3k yearly 36d 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. 13h 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. The salary range for this role is 101,000 USD - 203,000 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 60d+ ago
  • Manager, Credit

    Cardinal Health 4.4company rating

    Portfolio manager job in Hartford, CT

    **_What Credit contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Credit is responsible for managing Cardinal Health's trade and note receivables including performing credit underwriting, establishing bad debt reserves, managing customer relationships, collaborating with the sales and collections teams, managing credit risk for the company, and administering credit policies and standards. **_Responsibilities_** + Perform credit related functions for Cardinal Health customers within the hospital class of trade + Adherence to credit policies and procedures + Provide leadership to manage the accounts receivable portfolio including strong collaboration with the collection department + Recommend possible enhancements to current credit policies, practices and procedures + Review and approve customer credit and financing requests based on sound credit fundamentals + Adherence to documentation requirements of the credit approval and conditions + Stay informed of changing trends in healthcare and the potential impact on the financial health of Cardinal Health's customer base + Assist sales personnel with customer relationship management + Correspond with the sales team to efficiently approve or deny new credit requests + Educate the sales team on credit approval standards + Assist with goal setting and meeting targets set by the department + Travel possible up to 10% **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 6-8 years of commercial credit and finance experience, preferred **_What is expected of you and others at this level_** + Manages department operations and supervises professional employees, front line supervisors and/or business support staff + Participates in the development of policies and procedures to achieve specific goals + Ensures employees operate within guidelines + Decisions have a short term impact on work processes, outcomes and customers + Interacts with subordinates, peers, customers, and suppliers at various management levels; may interact with senior management + Interactions normally involve resolution of issues related to operations and/or projects + Gains consensus from various parties involved **Anticipated salary range:** $87,700-$145,350 **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 12/22/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-SP1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $87.7k-145.4k yearly 38d ago
  • Portfolio Manager

    Torrington Savings Bank 3.3company rating

    Portfolio manager job in Torrington, CT

    Full-time Description Why Torrington Savings Bank? Looking to grow your career at a place where community, innovation, and opportunity come together? Torrington Savings Bank offers more than just a job-we offer a supportive environment where your skills and ideas can thrive. As a trusted financial institution with over 150 years of history, we're committed to serving our local communities while helping our employees reach their professional goals. Whether you're just starting out or looking to take the next step in your career, you'll find a collaborative culture, opportunities for advancement, and a workplace that values work-life balance. Join a team that takes pride in building relationships and delivering personalized banking experiences every day. Current Opportunity Portfolio Manager As Torrington Savings Bank continues to expand our commercial lending platform, we are seeking a motivated credit professional to support the growth and quality of our portfolio. In this role, you will manage an assigned portfolio of commercial loans while actively generating new business opportunities through strong internal partnerships and consistent engagement across the Bank's referral channels. You will also work closely with our Relationship Managers to screen, structure, and review commercial credit requests, assisting with renewals and ongoing portfolio maintenance. This position plays a key role in coordinating activity between Lending, Credit, and Loan Administration to ensure a smooth, high-quality experience for our clients from initial inquiry through closing and throughout the life of the relationship. Success in this role requires strong analytical skills, strong people skills, and the ability to build trust across departments. The ideal candidate is comfortable collaborating with multiple teams, driving new opportunities through internal relationships, and supporting efficient deal execution while maintaining the Bank's long-standing service standards. Primary Accountabilities/Responsibilities Manage an assigned commercial loan portfolio, maintaining strong credit quality through proactive monitoring, timely renewals and annual reviews, covenant tracking, construction loan administration, and consistent communication with clients. Support the origination and execution of commercial credit opportunities, partnering with Relationship Managers to screen, structure, and underwrite new loans, renewals, and modifications from initial inquiry through closing. Drive internal business development, generating new lending opportunities through strong cross-department relationships and helping deepen existing client relationships through effective service and follow-up. Coordinate closely with Credit and Loan Administration, ensuring efficient workflow, accurate reporting, smooth construction draw processing, and a seamless client experience across all phases of the lending lifecycle. Identify and support cross-sell opportunities by collaborating with Cash Management, Retail, and other internal partners to strengthen full-relationship banking and contribute to overall portfolio and fee-income growth. Provide departmental support and contribute to special projects as needed, assisting during high-volume periods and reinforcing a culture of teamwork and operational excellence. Requirements Position Requirements: Minimum bachelor's degree or equivalent in a Financial related field. Minimum of 3 years of experience in commercial credit, portfolio management, or commercial lending support, with a strong understanding of underwriting fundamentals and portfolio monitoring practices. Knowledge of State and Federal lending laws and regulations, Bank policies and procedures, and credit standards. Excellent verbal and written communication skills. High attention to detail and comfort working in a fast-paced environment. Ability to develop and maintain business relationships, influence people, and structure sound credit solutions. Ability to perform under stress when confronted with emergency, critical, or unusual situations.
    $150k-247k yearly est. 12d ago
  • AVP - Commercial Portfolio Manager

    Peoplesbank 4.0company rating

    Portfolio manager job in Holyoke, MA

    Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank . Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: At PeoplesBank the AVP Commercial Portfolio Manager plays a key role in supporting our commercial lending team by managing assigned portfolios and performing in-depth financial analysis to ensure sound credit decisions. This position partners closely with lenders to structure loans, maintain compliance, and deliver exceptional client service. Responsibilities include portfolio administration, credit analysis, site inspections, and assisting with loan closings, while also mentoring junior team members and identifying cross-selling opportunities. Ideal candidates bring strong analytical skills, commercial credit experience, and the ability to work collaboratively in a fast-paced environment. Essential Duties and Responsibilities: Manage and analyze assigned commercial loan portfolios, including credit analysis, product enhancements, and portfolio administration. Conduct periodic site inspections to ensure compliance with loan agreements and terms. Support lenders by preparing documentation, providing technical guidance, and assisting with client or prospect relationships. Ensure quality and consistency in underwriting and credit activities, meeting or exceeding performance standards. Collaborate with Credit and Lending teams to resolve audit or examiner exceptions. Mentor and train Credit Analysts and Portfolio Managers to maintain accuracy and efficiency in credit analysis. Perform market or segment portfolio analysis as directed by senior leadership. Serve as a resource for business lines and assist senior management with project timelines and expectations. Provide backup support for lenders, addressing customer inquiries and ensuring a positive client experience. Participate in credit process early in client relationships, including call preparation and deal summary creation for leadership review. Attend loan closings, review legal documentation, and assist with closing comments for files. Monitor delinquency and overdrafts, initiate collection efforts, and participate in meetings to manage distressed accounts. Prepare quarterly watched asset reports as needed. Identify cross-selling and referral opportunities to support business growth. Develop expertise in designated industry segments and serve as a resource for Commercial and Credit teams. Engage in community and philanthropic activities to enhance the bank's visibility. Other related duties as assigned. Education and Experience: Bachelor's degree, preferably in business administration, finance or accounting. Minimum of two to four years of demonstrated progressive experience in a similar business role or within commercial banking sales Must have experience in underwriting a variety of credits, both commercial and real estate and C & I Or an equivalent combination of education and experience Skills Required: Demonstrated ability to maintain strong credit quality through accurate, timely, and comprehensive credit administration Ability to recommend appropriate loan structures, review documentation for loan closings, and identify weak credits or potential issues that could lead to problem loans or charge-offs Ability to work independently and provide mentorship to junior members on team Be knowledgeable on all regulatory requirements for lending and loan policy Strong communication, presentation and interpersonal skills Team oriented Computer/Technical Skills: Proficient in MS Office 365 Work Environment and Physical Demands: The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.
    $172k-275k yearly est. Auto-Apply 15d ago

Learn more about portfolio manager jobs

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:
  1. UMB Bank
  2. Cengage Learning
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