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Senior Investment Analyst
Adecco 4.3
Portfolio manager job in Baltimore, MD
Job Details: Sr. Financial + Investments Analyst
Job Category: Finance
Business Model - In office 5x a week Mon - Fri (Baltimore MD)
Compensation - $100K -105K base +12% Annual Bonus + Stock Grants (Day 1)
This role is ideal for talent in commercial real estate with 3-5 yrs of CRE investing experience +underwriting, ARGUS (version irrelevant) +valuation expertise
.
ESSENTIAL FUNCTIONS:
Provide financial modeling support to other departments as assigned including (but not limited to): investment projects (development or acquisitions), expense review, capital expenditure proposals, etc.
Participate in department and organization projects and initiatives as assigned.
Conduct ad-hoc management reporting and analysis as assigned.
Assist in the preparation of investment committee materials.
Act as a liaison between Asset Management and Development Team for underwriting opportunities.
Responsible for the quarterly forecasting and reporting processes for assigned properties.
Coordinate with Asset Management and Accounting to gather and summarize budget inputs and review for accuracy.
Consolidate data including revenue, net operating income (NOI), occupancy, etc. in order to prepare reports to support forecast for earnings.
Monitor assigned portfolio risks, yields, NAV, etc. to benchmarks/targets.
Present portfolio reviews to asset management.
Provide financial support to asset management including modeling lease alternatives, evaluating capital alternatives, property level earnings before interest and tax (EBIT), etc.
SECONDARY RESPONSIBILITIES:
Provide training as requested related to the budget process.
Perform other job-related duties as assigned.
QUALIFICATIONS:
Education - Bachelor's Degree in Finance, Accounting, Economics or other related field.
Further Training - Commercial real estate finance related training preferred.
Professional Experience -
3-6 years of relevant experience.
Specific finance experience in the real estate industry preferred.
Computer Skills -
PC proficiency including Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.) and ability to learn company specific software.
Ability to adapt to new or changing software programs.
Experience utilizing financial analysis software preferred, e.g., ARGUS Enterprise, Yardi Forecast Manager, Yardi Valuation Manager.
Experience creating complex excel models is preferred.
BENEFITS
401K Match, Tuition Reimbursement, LTD, STD, FMLA, Health, Medical, Dental -Total Days Off in Year One - TWENTY NINE DAYS!!!!!!!!!!!!!!!!!!!!!!!! high EMPLOYEE ENGAGEMENT events -
Call me for more. ************ and ask for Sybil Galligan.
$100k-105k yearly 4d ago
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Director of Community Investment Initiative (PROGRAM MANAGER III)
State of Maryland 4.3
Portfolio manager job in Baltimore, MD
Introduction
If you are looking for an exciting career with great benefits, pension, generous leave, competitive salary, and the opportunity for advancement and professional growth, apply to join the DPSCS team today!
The Department of Public Safety and Correctional Services (DPSCS) is seeking dedicated candidates to fill important roles within our department. We are one of the largest departments in Maryland with nearly 12,000 employees and a budget of more than $1 billion. In order to fulfill our mission of promoting safety, we have increased security at our institutions while leading the way in innovative restorative justice projects that will help offenders reintegrate into society upon release.
As a member of the DPSCS team, you can have a fulfilling career, while also enjoying a wide range of benefits such as medical and dental coverage, paid time off (i.e. vacation, sick leave), becoming vested in the State pension, supplemental retirement options, and even joining the Maryland State Employees Credit Union.
This position is a special appointment. The incumbent will work at the pleasure of the appointing authority.
Grade
21
Location of Position
Baltimore City
6776 Reisterstown Road,
Baltimore, MD 21215
Position Duties
The Director of Community Investment leads special projects and reform initiatives within DPSCS. This role involves close collaboration with the Office of the Secretary to partner with communities statewide, delivering impactful events and programming. The Director strategically invests public and private resources in both institutional and non‑institutional settings to enhance overall community and institutional well‑being.
The Director serves as the Department's community engagement liaison. The Director is responsible for building and maintaining strong relationships with diverse stakeholders, including community leaders, state, local and federal government agencies, donors, corporate partners, facilities leadership and internal departments.
Collaborate with community groups to co‑create initiatives that are community‑led and impactful within and outside of the agency, such as the DPSCS Health and Wellness program, trauma response programming, back‑to‑school events, turkey‑drive events, job fairs (in conjunction with Human Resources), reentry simulations, and statewide reentry conferences.
Provide leadership, guidance, and mentorship to a team of staff focused on community investment/engagement.
Coordinate and oversee the department's Citizen Advisory Boards within the Baltimore, Cumberland, Hagerstown, Jessup, and Eastern regions. The Director will also assist with hosting the board meetings within the regions.
Minimum Qualifications
Education: Bachelor's degree
Experience: 4 years of experience planning, implementing, and executing project management in Public Safety and/or Trauma‑Informed Care sectors
Desired or Preferred Qualifications
Possession of a Master's degree
3 years of experience managing grants and loans for community development and improvement
Selection Process
Please make sure that you provide sufficient information on your application to show that you meet the qualifications for this recruitment. All information concerning your qualifications must be submitted by the closing date. We will not consider information submitted after this date. Successful candidates will be ranked as Best Qualified, Better Qualified, or Qualified and placed on the eligible (employment) list for at least one year.
Examination Process
The assessment may consist of a rating of your education, training, and experience related to the requirements of the position. It is important that you provide complete and accurate information on your application. Please report all experience and education that is related to this position.
Benefits
As an employee of the State of Maryland, you will have access to outstanding benefits, including health insurance, dental, and vision plans offered at a low cost.
Click on this link for more details: STATE OF MARYLAND BENEFITS
Personal Leave - new State employees are awarded six (6) personnel days annually (prorated based on start date)
Annual Leave - ten (10) days of accumulated annual leave per year
Sick Leave - fifteen (15) days of accumulated sick leave per year
Parental Leave - up to sixty (60) days of paid parental leave upon the birth or adoption of a child
Holidays - State employees also celebrate at least twelve (12) holidays per year
Pension - State employees earn credit towards a retirement pension
Further Instructions
Online applications are highly recommended. However, if you are unable to apply online, the paper application, supplemental questionnaire, and required documents may be emailed to **************************. Paper application materials must be received in our office by the closing date for the recruitment. Only additional materials that are requested will be accepted for this recruitment.
If you are having difficulties with submitting your online application, please contact the DBM Recruitment Examination Division at ***************************** or ************.
We thank our veterans for their service to our country.
People with disabilities and bilingual candidates are encouraged to apply.
As an equal opportunity employer, Maryland is committed to recruiting, retaining, and promoting employees who are reflective of the State's diversity.
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$63k-104k yearly est. 2d ago
Senior Analyst- Real Estate Investment
Talentsource360
Portfolio manager job in Fairfax, VA
Senior Analyst - Commercial Real Estate Investments
Schedule: Hybrid
Annual Compensation range: $100,000-$130,000
Industry leading benefits program
TalentSource360 is seeking a Senior Analyst to join one of our real estate investment clients in the Washington DC area. This role will play a critical part in evaluating new investment opportunities through rigorous buy-side due diligence, credit analysis, and financial modeling. The Senior Analyst will prepare investment analyses and recommendations that directly support decision-making by the Investment Committee.
This position is ideal for a detail-oriented professional with strong analytical skills and hands-on experience in real estate underwriting or investments.
Responsibilities:
Conduct comprehensive buy-side due diligence for prospective real estate acquisitions across targeted asset classes
Perform credit analysis, including evaluation of borrower, sponsor, and property-level risk
Build and maintain detailed financial models (e.g., cash flow projections, IRR, NPV, sensitivity analyses) to evaluate investment performance
Analyze market data, comparable transactions, rent comps, operating expenses, and capital structures
Prepare investment memoranda and presentations for review by senior leadership and the Investment Committee
Coordinate with internal teams and external partners (brokers, lenders, legal counsel, third-party consultants) during the diligence process
Review third-party reports (appraisals, engineering, environmental, market studies) and incorporate findings into investment recommendations
Support portfolio monitoring and post-acquisition analysis as needed
Qualifications
2 - 4 years of experience in a real estate investment, acquisitions, underwriting, or credit analysis environment (Commercial Real Estate- CRE preferred)
Bachelor's degree in real estate, finance, accounting, or a related field
Strong proficiency in financial modeling and Excel; experience with ARGUS is a plus
Solid understanding of real estate fundamentals, capital structures, and investment metrics
Excellent written and verbal communication skills, with the ability to clearly present complex analyses
Strong attention to detail, organization, and ability to manage multiple projects under deadlines
$100k-130k yearly 1d ago
Transportation Asset Manager
Aecom 4.6
Portfolio manager job in Washington, DC
Work with Us. Change the World.
At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations.
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.
We're one global team driven by our common purpose to deliver a better world. Join us.
Job Description
AECOM are seeking a qualified and experienced Transportation Asset Manager to support the development and implementation of Transportation Asset Management Plans (TAMPs) for State Departments of Transportation. This role requires a strong engineering background, deep knowledge of transportation infrastructure, and familiarity with federal asset management requirements under MAP-21 and the FAST Act.
The successful candidate will play a key role in helping DOTs manage transportation assets strategically, improve performance outcomes, and ensure long-term sustainability of infrastructure investments.
If your desired office location is not listed, and you are qualified and interested, please apply for further discussion.
Key Responsibilities:
Lead or contribute to the development of federally-compliant TAMPs for state DOTs.
Conduct engineering analysis of transportation assets including pavements, bridges, and ancillary infrastructure.
Evaluate asset condition data and develop performance targets and investment strategies.
Collaborate with DOT staff, consultants, and stakeholders to align asset management practices with agency goals.
Prepare technical documentation, reports, and presentations for internal and external audiences.
Support risk management, lifecycle cost analysis, and financial planning activities.
Stay current with FHWA regulations, engineering standards, and asset management technologies.
Qualifications
Required Qualifications:
* BA/BS and 6 years of relevant experience demonstrated equivalency of experience and/or education
Preferred Qualifications:
Master's degree in Civil Engineering, Transportation Systems, or Infrastructure Management.
Professional Engineer (PE) license
Certification in asset management (e.g., IAM, ISO 55000, CAMA).
Experience with GIS, data visualization, and transportation modeling software.
Familiarity with state DOT operations, funding mechanisms, and capital planning
Minimum of 5 years of experience in transportation asset management, with direct involvement in developing or contributing to TAMPs for state DOTs.
Strong understanding of FHWA TAMP requirements and performance-based planning.
Proficiency in asset management systems (e.g., AgileAssets, Deighton, AASHTOWare) and engineering analysis tools.
Excellent written and verbal communication skills.
Additional Information
About AECOM
AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. Depending on your employment status, AECOM benefits may include medical, dental, vision, life, AD&D, disability benefits, paid time off, leaves of absences, voluntary benefits, perks, flexible work options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan.
AECOM is the global infrastructure leader, committed to delivering a better world. As a trusted professional services firm powered by deep technical abilities, we solve our clients' complex challenges in water, environment, energy, transportation and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient solutions throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. AECOM is a Fortune 500 firm that had revenue of $16.1 billion in fiscal year 2024. Learn more at aecom.com.
What makes AECOM a great place to work
You will be part of a global team that champions your growth and career ambitions. Work on groundbreaking projects - both in your local community and on a global scale - that are transforming our industry and shaping the future. With cutting-edge technology and a network of experts, you'll have the resources to make a real impact. Our award-winning training and development programs are designed to expand your technical expertise and leadership skills, helping you build the career you've always envisioned. Here, you'll find a welcoming workplace built on respect, collaboration and community-where you have the freedom to grow in a world of opportunity.
As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.
$72k-100k yearly est. 8d ago
Multifamily Asset Manager
Veritas Partners 4.5
Portfolio manager job in Bethesda, MD
Responsibilities:
· Evaluate diligence materials including regulatory approvals, legal documents (including easements, contracts and site plans), 3rd party reports (Phase 1 & Phase 2 environmental and Geotech reports) on preferred equity and other structured investments
· Review organization and investment docs to aggregate compliance obligations and establish systems to manage those requirements spelled out in organizational documents
· Identify potential risks, develop mitigation strategies and recommend key decisions for investments
· Import sponsor-provided financial data
· Track, review, and analyze performance of preferred equity investments; and Freddie Mac K-Series bond pools and their underlying collateral
· Coordinate with Development Management and Asset Management groups regarding ongoing oversight and project accounting compliance
· Create valuation models based on monthly and quarterly updates
· Analyze strategic decisions such as Property manager selection, operating budget, marketing plan, lease up strategy etc. and ongoing property-level financial statements and integrate findings into financial models
· Manage outfacing relationships with venture partners, lenders and investors, in conjunction with Originations team
· Conduct due diligence and periodic property site inspections across markets for preferred equity and K-Series investments
· Collect compliance materials related to ongoing operations and dispositions
· Assist in preparation of quarterly presentations providing project and performance updates; deliver presentations to entire company
Requirements:
· Bachelor's Degree with excellent academic credentials
· 3+ years of work experience in Finance, Real Estate (finance or project management)
· Experience with real estate development analysis or project work including multifamily and mixed-use development
· Ability to analyze qualitative and quantitative information and translate into strategic deliverables
· Familiarity with capital structures including mezzanine debt, preferred equity & common equity
$83k-109k yearly est. 1d ago
Payments Banking Manager
Accenture 4.7
Portfolio manager job in Arlington, VA
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** .
In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.
Financial Services Payments Practice
The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include:
· Payment Innovation (e.g., digital payments, wallets, etc.)
· Card Issuing
· Retail Bank Payments
· Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments
As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities.
Key Responsibilities:
· Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods.
· Conduct operating model assessments (people, process, org) and client needs assessments.
· Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals
· Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements.
· Serve as a business architect during client engagements.
· Participate in the development of best-in-class, reusable assets.
· Participate in business development to originate new client opportunities.
· Must be willing to travel up to 80% (Monday - Thursday)
Here's What You Need:
· 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains:
o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer
o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments
o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT
o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery
· 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider.
Preferred Qualifications:
· Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models
· Successful track record of performing operating model design, business process design, and system functional design.
· Experience with vendor platforms enabling seamless delivery of payments products is preferred.
· Ability to develop and manage relationships with client management.
· Payments industry expertise in alternative/emerging payments
· Understanding of end-to-end payments lifecycle
· Business Architecture - Applied in solution planning, and requirements definition and analysis
· Baseline understanding of the principles of technology
· Requirements Analysis
· Functional Design
· Professional Skills Required:
· Proven ability to work independently and as a team member
· Proven ability to work creatively and analytically in a problem-solving environment
· Excellent leadership, communication (written and oral) and interpersonal skills
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards)
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50)
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
$100.5k-270.3k yearly 2d ago
Senior Tax Manager
Cerity Partners LLC 3.5
Portfolio manager job in Baltimore, MD
Senior Tax Manager page is loaded## Senior Tax Managerremote type: Hybridlocations: Encino, CA: Norfolk, VA: Baltimore, MD: Reston, VA: Denver, COtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R366We are seeking a CPA with at least 12+ years of experience from a mid-to-large sized local firm with business accounting and tax experience to join our firm. You will be reviewing and adjusting the accounting prepared by our tax accountants and preparing and reviewing tax returns for Partnership, S-Corporation, Individual, and Trust Tax Returns. Our firm has a broad base of clients in many industries, but the largest concentration is in real estate and experience in this area and partnerships is required.The qualified candidate is committed to public accounting, their peers, and clients with a high degree of integrity and professionalism. Collaboration is essential to the success of this role.**Primary Responsibilities*** Prepare complex real estate partnership returns.* Review accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.* Conduct detailed reviews with occasional preparation work as needed.* Manage client relationships, including client groups with multiple entities (up to 100+).* Provide direct client contact and develop tailored solutions for client needs.* Oversee and train staff, assisting with technical development and mentoring.* Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.* Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.* Handle federal and state tax audits and assist with tax controversy matters.* Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.* Assist in preparing firm memos and technical documentation.* Keep up with industry best practices and tax law updates.* Support the development of staff through structured training programs.* Lead and execute other tax-related projects as they arise.**Required Qualifications:*** A college degree in accounting or a similar field is required.* Certified Public Accountant (CPA) designation.* A minimum of 12+ years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.* Experience with trusts, estate tax returns, and/or private foundations is preferred* Experience training, managing and mentoring teams* Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).* Multi-state tax experience is required, and international tax experience is considered a plus.* Proficiency in Excel and experience working in a paperless office environment are essential.* Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.**Compensation Range:****$230,000-275,000****Why Cerity Partners****:**Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:* Health, dental, and vision insurance - day 1!* 401(k) savings and investment plan options with 4% match* Flexible PTO policy* Parental Leave* Financial assistance for advanced education and professional designations* Opportunity to give back time to local communities* Commuter benefits*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron's Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.
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$230k-275k yearly 5d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Baltimore, MD
💼 Work Style: Hybrid (flexible in-office schedule) 💰 Compensation: $140,000 - $185,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work-life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid-sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
📧 joey@solidrockrecruiting.com
📞 (605) 601-4597
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$140k-185k yearly 1d ago
Tax Manager - Partnerships
Staff Financial Group
Portfolio manager job in Washington, DC
Tax Manager - Partnerships - Washington, DC
Who: A CPA-certified tax professional with at least five years of public accounting experience, including two years of managerial experience.
What: Manages complex client tax compliance, identifies planning opportunities, leads partnership and high-net-worth engagements, and develops staff while serving as the main client contact.
When: Full-time position available immediately.
Where: Washington, DC Metro market.
Why: To support and grow a dynamic tax practice by delivering expert technical guidance, exceptional client service, and strong leadership across a diverse client base.
Office Environment: A collaborative, inclusive, integrity-driven environment focused on professional development, innovation, and work-life balance.
Salary: Competitive compensation with a comprehensive total rewards and benefits package.
Position Overview: The Tax Manager will oversee tax compliance, planning, and advisory services for middle‑market clients across industries such as manufacturing, real estate and construction, and professional services. This role includes managing complex individual and partnership returns, providing estate, gift, and trust planning support, leading staff, and maintaining strong client relationships. Ideal candidates excel in technical tax matters, communication, and project management and thrive in a fast‑paced, collaborative environment.
Key Responsibilities:
Manage and review complex individual and partnership tax engagements.
Provide tax planning and compliance support for partnerships and high-net-worth individuals.
Address tax needs for clients across manufacturing, real estate, construction, and professional services.
Identify tax and business issues and propose planning opportunities.
Serve as the main client point of contact, overseeing workflows, deadlines, and deliverables.
Lead, train, and develop tax staff and seniors.
Demonstrate exceptional client service and communication skills.
Qualifications:
Bachelor's degree in Accounting (Master's preferred).
Active CPA license required.
Minimum 5 years of public accounting experience, including 2+ years in management.
Strong background with C and S corporations, LLCs, and partnerships.
Experience with pass-through entity taxation, particularly partnerships.
Preferred experience with entity structuring, operating agreement review, allocations, and partner transactions.
Experience with complex individual, estate, and gift tax planning is a plus.
Strong understanding of client industries and business operations.
If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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$87k-122k yearly est. 3d ago
Tax Manager
Super Recruiter LLC
Portfolio manager job in Washington, DC
Main Responsibilities
Lead the preparation and review of U.S. federal, state, and international tax filings for corporations and partnerships.
Manage ASC 740 tax provision calculations and ensure compliance with GAAP and other regulatory standards.
Conduct complex tax research, interpret evolving tax laws, and advise on implications for business operations.
Partner with cross-functional teams on tax planning strategies, M&A activity, and business structuring.
Represent the company during audits and manage communication with tax authorities.
Drive continuous process improvements in tax compliance, reporting, and internal controls.
Qualifications
6+ years of tax experience, ideally in public accounting and/or corporate tax departments.
Deep knowledge of U.S. federal and state income tax laws, GAAP, and ASC 740.
Experience with corporate, partnership, and/or international tax compliance and planning.
CPA or MST strongly preferred.
Strong research, documentation, and presentation skills.
Bachelor's degree in Accounting, Finance, or a related field.
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$87k-122k yearly est. 4d ago
Tax Manager, Partnerships - Lead Client-Facing Tax & Planning
Northpoint Search Group 4.0
Portfolio manager job in Washington, DC
A leading recruitment firm in Washington, DC is seeking a Tax Manager to oversee tax compliance and planning for diverse clients. The ideal candidate should have a CPA license, 5+ years of public accounting experience, and strong project management skills. Key responsibilities include managing client engagements and leading tax staff. This full-time position offers competitive compensation and a collaborative work environment focused on professional development and client service.
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$87k-123k yearly est. 4d ago
Oracle ERP Financial Manager
Office of The Chief Financial Officer
Portfolio manager job in Maryland City, MD
Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Oracle ERP Financial Manager $122,503.00 - $157,830.00(Hybrid; Location: Washington, DC) The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of an Oracle ERP Financial Manager (ERP Business Analyst Manager). This position is located in the Office of the Chief Financial Officer (OCFO), Office of Financial Operations and Systems (OFOS), District Integrated Financial System (DIFS) Support Center. The incumbent is accountable for providing efficient and effective functional support for the ERP system.
Duties include, but are not limited to:
Serving as a primary resource in troubleshooting post-go-live production issues
Designing and implementing methods to gather and document business requirements for implementing enhancement requests
Leading fit-gap analysis
Assisting with prototyping, system configuration, testing, and end user training
Developing a system or process for reviewing internal and external data feeds into the Oracle ERP Cloud system
Reconciling and validating the data feeds and identifying the causes of any differences noted
Planning, designing and implementing policies and procedures for quarterly updates and patches for Oracle ERP Cloud
Developing a detailed workplan for testing Oracle ERP Cloud functionalities, issuing fixes and enhancements in the system after updates/patches have been made
Responding to requests for information and providing feedback on efforts that affect the Support Center's daily operations and activities
Managing the performance of the ERP Business Analysts and Subject Matter Experts
Performing other related duties as assigned
Minimum Qualifications: Six (6) years of progressive work experience performing related duties and responsibilities such as: evaluating ERP systems and providing end user support to improve effectiveness; evaluating and identifying business requirements; designing and developing solutions; leading business teams to implement system enhancements and resolve issues; and providing project management oversight. Experience utilizing Oracle Cloud Enterprise Resource Planning (ERP) and Oracle Cloud Enterprise Performance Management (EPM) is required. Excellent oral and written communications skills are required. Incumbent must have at least one (1) year of work experience supervising or providing direction and guidance to lower-level staff.
For initial review, please submit your resume to the Office of the Chief Financial Officer, Human Resources Division, located at 1101 4th Street, SW, Suite W220, Washington, DC 20024.
The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance.
The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER
$122.5k-157.8k yearly 2d ago
Tax Manager
Beale Personnel, Inc.
Portfolio manager job in Washington, DC
About the Company
Due to the impending retirement of one of the founding partners, a CPA firm in Bethesda, MD founded more than 50 years ago is in search of an experienced public accounting Tax Manager. Typical clients include real estate, professional services, not for profits, high net worth individuals, start ups and well established small, mid-size and large businesses of various industries.
About the Role
This opportunity offers a potential trip to partnership in three to five years.
The Tax Manager will be responsible for overseeing tax-related activities and providing expert advice to clients while mentoring junior staff.
This is a hybrid position for candidates residing in the Washington, DC metro area. At least three days per week are required in the Bethesda, MD office.
Responsibilities
Review income tax returns for individuals, partnerships, and corporations
Prepare, analyze, and review tax-related financial statements
Research and resolve complex tax issues
Analyze financial data and provide strategic tax insights
Mentor and supervise junior tax staff
Collaborate with clients and provide expert tax advice
Ensure compliance with tax regulations and standards
Support business development initiatives (generous bonus paid for new business brought to the firm.)
Qualifications
CPA certification
Bachelors degree
Five - 10 years of public accounting experience at the Senior Associate or Manager level
Required Skills
Strong analytical and problem-solving skills
Extensive knowledge of tax regulations opportunities
Attention to detail and accuracy
Pay range and compensation package
The salary range for this position is based upon experience, but in the range of $110,000 - $130,000. A comprehensive benefit plan is also provided. Generous bonus for new business brought to the firm.
For More Information:
If you would like more information on a totally confidential basis, please reach out to Joseph Beale via email at beale@bealepersonnel.com or call (240) 482-3290.
$110k-130k yearly 1d ago
Collections Manager
Mission Essential 4.9
Portfolio manager job in Springfield, VA
Mission Essential is seeing a Collections Manager to support ONI work at NGA and responsible for developing GEOINT analytic collection strategies in support of operational production requirements and research and development transition efforts. Duties include but are not limited to:
Evaluate the effectiveness of analytic collection strategies, research causes for poor satisfaction rates, and adjust collection strategies as required to meet analyst requirements using tools including GEMS, Orchestration Services, BVI, and Fishtools.
Coordinate manual, semi-automated and automatic analytic methodologies with all required organizations to ensure final approval at the national level and information needs are appropriately satisfied.
Research opportunities for data acquisition and new uses for existing data as well as collaborate with respective Government points of contact (POC) to perform exploratory and targeted data analyses.
Coordinate the collection of information between the customer and the National Geospatial-Intelligence Agency (NGA) in support of analytic requirements.
Draft and submit analytic collection requirements using the Geospatial-intelligence Information Needs System (GMS), and/or other relevant tasking mechanisms.
Assist customer collection managers in monitoring requirements.
Provide training to customer collection managers as required to ensure they understand the various collection management tools and are updated on all the policy changes and new capabilities being developed that could impact collection, dissemination and/or exploitation of NTM data. They shall also assist in the creation of standard operating procedures, quick reference guides or needs procedures in collaboration with the government.
Requirements:
Must have a good technical understanding of NTM GEOINT systems and consider the trade-offs associated with specific parameters and constraints required for collection in littoral and open ocean environment to produce the appropriate products.
Understanding of the various GEOINT tasking mechanisms and training, to include expertise in drafting and submitting requirements using the appropriate systems.
Five (5) years of practical work experience with GEOINT requirements management systems, database structures and query tools using one or more (exact, similar, or equivalent software) of the following:
Geospatial-Intelligence Management System (GEMS)
Fishtools
Collection feasibility software tools
Two years of experience writing technical analysis reports
Demonstrated problem-solving skills.
Proficient with general office automation software applications and use
Familiar with National System for Geospatial-intelligence policies
Demonstrated presentation skills, including but not limited to presenting at professional or academic conferences.
$43k-60k yearly est. 5d ago
Tax Manager
Realterm 3.8
Portfolio manager job in Washington, DC
Realterm is a real estate operator whose employees have a track record of capitalizing on durable insights into the supply and demand of real assets through the global supply chain. Realterm seeks to build and invest in value-added business platforms that have a proprietary position in their markets, source investments with favorable supply/demand dynamics and bring intense focus to operating results.
Realterm offers several career fields such as Accounting, Asset Management, Capital Markets and Investor Relations, Construction, Finance, Investments, Leasing, and Property Management that make working here unique, challenging, stimulating, and rewarding. With offices in Amsterdam, Annapolis, Baltimore, Chicago, Frankfurt, Houston, Los Angeles, Montreal, New York, Singapore and Sydney, you are empowered to take your career where you want it to go.
A career at Realterm allows you thrive in a fast-paced workplace environment with tremendous scale. Enjoy working in a collaborative environment with supportive teammates where you will be challenged to grow and be at your best every day. We offer our employees a robust and competitive benefits package. If you are looking for a rewarding career in private equity commercial real estate, apply today.
Essential Duties and Responsibilities
Partner with the VP of Tax and Managing Director of Finance to provide and execute advice related to the tax implications of business activities and initiatives as well as tax risks the company faces.
Oversee, prepare, and review tax models and work papers related to the quarterly tax estimates and annual tax return process.
Plan and manage preparation and review of all US federal, state, and local partnership and corporate income tax returns for Realterm's holding companies and asset management companies.
Ongoing planning and coordination of internal teams to understand, document and calculate detailed tax related transactions required as part of the annual corporate compliance process.
Responsible for the review and delivery of K-1s related to the Firm's holding companies and asset management activities.
Responsible for the maintenance of partner demographic data, including W-9 and W-8, partner transfers, and state filing information.
Plan and manage an efficient tax compliance process and maintain audit-ready work papers.
Design strategies for transactions, acquisitions, and other initiatives to minimize tax risk and maximize tax efficiency.
Manage the filing of personal property tax returns and other ad-hoc regulatory filings.
Develop good working relationships with key stakeholders with an emphasis on Accounting and Finance, Legal and Compliance, Human Resources, Technology, and external tax advisors.
Liaise with private equity teams as well as the third parties with respect to accounting packages, partner allocations, underlying K-1s, and investor information for the tax preparation.
Serve as a primary point of contact with external tax advisors.
Conduct tax research and draft memorandum.
Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations.
Responsible for the creation of training tools and checklists to support the compliance process.
Assist with and understand complex federal, state, international, corporate, and partnership tax issues.
Competencies
Accountability
Character, Trust, Integrity
Planning, Decision-Making & Initiative
Development & Learning
Collaboration, Communication & Teamwork
Qualifications
Demonstrated working knowledge of tax issues related to partnership and corporate structures
Demonstrated working knowledge of tax issues related to the asset management industry (real estate specific preferred)
Comfortable in complex ownership structures
State and local tax experience
International tax experience, preferred
Effective and proven project management skills
Effective communicator (both oral and written) and be able to communicate with all staff and executive levels within the organization
Able to work effectively as a team member across business groups
Able to engage others (that they do not directly supervise) to actively participate in projects
Ability to multi-task in a fast-paced environment.
Education and/or Experience
5+ years of total experience with at least 3 years in a public accounting firm
Bachelor's degree in accounting, taxation, law or other related field
CPA license required
Tax experience required
Experience with partnership tax required
Experience with state tax required
Experience with corporate tax preferred
Experience with international tax preferred
Self-starter and entrepreneurial mentality
Strong Excel skills essential
Strong tax research skills
Work Environment
The position will work in a general office setting and may require travel, up to 10% of time annually, to remote office locations based on organizational/business needs.
Physical Demands
Must be able to remain in a stationary position for the majority of the workday, sitting at a desk, consistently operating a computer. The person in this position must be able to access file cabinets and office machinery (to include a computer, copier, and fax machine). On occasion, may need to lift boxes of up to 10 lbs.
Realterm prioritizes, embraces and values safe, inclusive and collaborative environments and is committed to intentionally building a workplace where our employees can succeed. Full-time eligible employees may participate in our robust benefits program which includes healthcare (single and family coverage available), retirement plan with matching contributions, paid leave, volunteer time off, wellness/lifestyle benefits and more. More information regarding benefits and total compensation will be provided during the hiring process.
Realterm is an equal opportunity employer, as we value and respect diversity. We encourage diversity in ideas, opinions, experiences and identities. We do not discriminate in our employment practices based upon protected class, to include race, color, religion, sex, national origin, age, disability or genetic information.
$87k-122k yearly est. 2d ago
Manager, Finance
Palladium 3.1
Portfolio manager job in Arlington, VA
Palladium is a global company working to design, develop and deliver positive impact on the lives and livelihoods of people around the globe; broaden access to health, water, power, and infrastructure; build enduring, sustainable, and transformative institutions and market systems to address global challenges; and conserve the natural world. We operate in over 50 countries and have a workforce of more than 2,000 talented and motivated staff around the world.
Palladium is part of GISI's global family of companies, which aims to create solutions for the world's most complex challenges. With annual revenues of $14 billion, GISI's approximately 15,000 employees are engaged in projects across 100 countries worldwide providing construction, program/project management, and engineering consulting services.
This Opportunity:
Palladium is currently seeking a US based Manager, Finance to support the Palladium Americas business unit Finance department. This position will be a hands on position consisting of a wide range of duties including accounting operations, business unit reporting, payroll, project financial management, forecasting and budgeting, audit and compliance, payroll reconciliations, balance sheet reconciliations, NICRA tracking incurred cost submission support, supporting international accounting tasks, pricing support, and backstopping other key functions such as billing, accounts payable and QuickBooks implementations for our field teams. The ideal candidate will have demonstrated experience using Deltek Costpoint (required), advanced Excel understanding, and a strong accounting background.
Location:
The position is based in Palladium's Arlington, VA office within our Americas region. Palladium supports a hybrid working model with 3 days in office, 2 days from home.
Applicants must be authorized to legally work for any employer in the United States. We are unable to sponsor or assume sponsorship of visas at this time.
Compensation:
For our prospective employees in the United States, please note that the full-time equivalent annual base salary for this position is expected to range from $105,000 to $125,000. Please be advised that a final salary offer will be based on various factors, including but not limited to your qualifications, education, experience, skills, seniority, performance, and Palladium's business or organizational needs.
Reporting Lines:
The Manager will report directly to the Vice President, Finance
This role will not have supervisory responsibilities
Primary Duties and Responsibilities:
Monthly business unit and portfolio reporting deadlines, including utilization of system generated reports, manually created reports, and written annotation of monthly performance
Assisting the monthly closing of books, including capturing, justifying, and validating relevant accruals, revenue recognition, and adjustments ensuring accuracy of the numbers presented
Process bi-monthly payroll, ensuring accurate calculation of wages, deductions, and compliance with federal, state, and local regulations
Maintain employee payroll records, resolve discrepancies, and collaborate with HR and Finance to support smooth payroll operations
Support local "in-country" compliance working with the Project Management teams and Tax Professionals
Ensure all activities and reported financial results comply with generally accepted accounting principles, international financial reporting standards and respective legislation
Lead project operational support as needed including but not limited to project setup, new charge codes, modifications, intercompany project set-up and budget reviews
Ensure project financial health including appropriate revenue recognition, forecasting analysis, fee analysis, profit leakage, unbilled analysis, SF-425s, project FM
Scorecard analysis and other requested analysis
Lead projects to successfully update forecasts monthly, troubleshooting any system issues and reviewing for accuracy
Assist with corporate, project and indirect cost audits, with the ability to lead certain audits as assigned
Manage monthly reporting and assist with closing activities, including accruals and revenue recognition
Process and maintain bi-monthly payroll, ensuring accuracy, compliance, and collaboration with HR and Finance
Support compliance efforts, project setup, and ensure financial activities adhere to accounting standards
Monitor project financial health through analysis, forecasting, and ongoing reviews
Core Abilities Required:
Demonstrated experience in financial management, business administration, accounting, economics, international affairs, or related field
Strong accounting, business and administration skills
Experience is required in US GAAP and Government accounting regulations, CAS, FAR
Expertise in managing a lot of complex Excel based tracking systems which interact with global finance systems
Experience in most functions of Deltek Costpoint
Quick learner who thrives in a fast-paced environment, enjoys challenges, is able to multi-task and flexible in prioritization of task completion.
Strong analytical problem-solving skills required
Ability to analyze large datasets of financial or other numerical data and prepare reports
High level of attention to detail and accuracy
Good organizational and planning skills
Advanced skills in Microsoft Office - particularly Excel, including the ability to manipulate data and formatting and a thorough understanding of pivot tables and look up functions
High standard of written and verbal communication skills in English
Knowledge of all types of government and commercial contract types such as Cost Reimbursable, Cost Plus Fixed Fee, Time and Material, and Firm Fixed Price
Ability to work independently and be able to operate as part of a team and able to always communicate in a polite and respectful manner
Corporate and Project Audit experience
Excellent administration, organization and planning skills
Desirable Criteria:
Experience with Termination Settlement Proposals with the US Government
Experience with Deltek Vantagepoint
Applications will be accepted on a rolling basis. We encourage you to apply early as the position may close once a suitable candidate is found.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or status as a protected veteran.
Should you require any adjustments or accommodations to be made due to a disability or you are a neurodivergent individual, or for any other circumstance, please email our team at and we will be in touch to discuss.
Safeguarding - We define Safeguarding as "the preventative action taken by Palladium to protect our people, clients and the communities we work with from harm". We are committed to ensuring that all children and adults who come into contact with Palladium are treated with respect and are free from abuse. All successful candidates will be subject to an enhanced selection process including safeguarding-focused interviews and a rigorous due diligence process.
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$105k-125k yearly 1d ago
OCIO Portfolio Manager
Brown Advisory 4.9
Portfolio manager job in Baltimore, MD
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Position Summary:
We are seeking an experienced PortfolioManager to join our OCIO Investment Team. This individual will play a senior role in managing multi-asset class portfolios, advising clients, and driving OCIO investment strategy. The ideal candidate will combine strong investment expertise with a client-first mindset, capable of both leading portfolio construction and fostering trusted relationships with boards, committees, and stakeholders.
The primary duties and responsibilities include but are not limited to:
As a senior member of the OCIO Investment Team:
* Lead the design, construction, and ongoing management of customized multi-asset portfolios.
* Oversee asset allocation, risk management, and rebalancing strategies.
* Conduct manager selection and due diligence across traditional and alternative asset classes.
* Contribute to the firm's overall investment philosophy, research agenda, and capital market views.
* Serve as the lead investment advisor for a set of institutional clients.
* Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations.
* Present investment strategy, performance, and market insights to investment committees and boards.
* Build long-term, consultative relationships, ensuring alignment with each client's objectives, risk tolerance, and governance structure.
* Partner with client service and operations teams to ensure seamless delivery of investment solutions.
* Mentor and develop junior investment professionals.
* Collaborate with business development to support new client growth and retention.
* Uphold fiduciary standards, regulatory compliance, and best practices in portfoliomanagement.
Qualifications:
Specific qualifications for the PortfolioManager position include:
* Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred
* CFA and/or MBA required
* Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines
* Is self-motivated, a team player and has experience mentoring junior team members
* Must be dedicated to the "client first" principles of the firm and must possess uncompromising personal integrity
* Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location; Preference on Boston and Charlottesville locations
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
Salary: $200-225k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility, which are applicable to this position.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
* Medical
* Dental
* Vision
* Wellness program participation incentive
* Financial wellness program
* Fitness event fee reimbursement
* Gym membership discounts
* Colleague Assistance Program
* Telemedicine Program (for those enrolled in Medical)
* Adoption Benefits
* Daycare late pick-up fee reimbursement
* Basic Life & Accidental Death & Dismemberment Insurance
* Voluntary Life & Accidental Death & Dismemberment Insurance
* Short Term Disability
* Paid parental leave
* Group Long Term Disability
* Pet Insurance
* 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
$200k-225k yearly Auto-Apply 60d+ ago
Prospect Research and Portfolio Management Manager
The USO 4.4
Portfolio manager job in Arlington, VA
Why join our team?
With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job it's a calling, and we believe in doing what you love and loving what you do.
Don t take our word for it. The external Great Place To Work survey found that:
The USO is a Certified Great Place to Work 2025-2026
96% feel good about the ways we contribute to the community.
94% are proud to tell others they work here.
92% feel their work has special meaning: this is not "just a job."
91% feel that when you join the company, you are made to feel welcome.
92% feel people here are treated fairly regardless of their race.
88% feel people here are treated fairly regardless of their gender.
The Prospect Research & PortfolioManagementManager is responsible for providing prospect research, portfoliomanagement, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USO s Major Gifts and Corporate fundraising initiatives.
Principal Duties and Responsibilities (*Essential Duties)
Prospect Research:
Conduct proactive and responsive research on individuals, corporations, foundations, and other entities in support of the USO s fundraising efforts in line with internal policies and procedures
Provide fundraisers and support staff training research strategy and best practices in support of donor qualification, cultivation, and solicitation efforts
Serve as project lead and/or collaborate with teammates on research projects throughout the year
Prepare high-quality donor and prospect briefings, including event bios, meeting briefs, and leadership profiles, tailored to specific cultivation, solicitation, and stewardship objectives
Configure, review, and route substantive news alerts and philanthropic leads to fundraisers
Proactively identify, qualify, and recommend new prospective donors through data analysis, external research tools, and philanthropic intelligence, with an emphasis on major and leadership-level giving
Prospect Assignments and PortfolioManagement:
Review assignment requests and action them in line with internal policies and procedures
Provide fundraisers and support staff training on how and when to request assignments
Proactively develop, analyze, and monitor fundraiser portfolios to ensure appropriate size, composition, capacity alignment, and optimization relative to fundraising goals and pipeline coverage
Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in the Salesforce CRM
Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle
Monitor portfolio health and performance, identify under-managed or misaligned prospects, and recommend strategic rebalancing, upgrades, or transitions to maximize fundraiser effectiveness
Data Analysis:
Review and analyze portfolio, prospect, and donor data utilizing pivot tables, data-modeling tools, and analytical methods to deliver actionable insights, portfolio health assessments, and strategic intelligence to fundraising teams and actionable insights
Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to support prospect qualification, portfolio optimization, upgrade identification, and pipeline prioritization demonstrated proficiency with diverse fundraising data and research systems such as Kindsight, Candid, Relationship Science, and LexisNexis and apply insights from these systems to drive proactive prospect identification and strategic portfolio development.
Pipeline Reporting:
Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Salesforce CRM
Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue
Provide fundraisers and support staff training on how and when to add opportunities to the Salesforce CRM Partner proactively with fundraisers to support opportunity strategy, validate ask readiness, and ensure pipeline entries reflect realistic probability, timing, and revenue expectations
Other duties as assigned.
Job Specifications - minimum Knowledge, Skills, Abilities and Behaviors necessary to perform the job successfully. Equivalent combination of education and experience is acceptable.
Bachelor s Degree in a broad array of study areas preferred.
5+ years work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods. Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred.
Skill in applying technical knowledge of donor database and CRM technologies including Salesforce Strong interpersonal and problem-solving skills. Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism.
Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise.
Working knowledge of basic business and data analysis functions including pivot tables and project management.
Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs.
Proficiency using computers and electronic equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office suite.
Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid driver s license.
Must be a strong advocate of the USO s mission.
Details
This position is located in Arlington, VA. Preference will be given to local candidates within commuting distance to the location.
Resume and cover letter are required for full consideration.
Background check education, criminal and driving required.
The statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload.
If that s not enough to convince you, here are some direct quotes from employees:
The organization truly cares about the people who work here.
I have been with the USO for 4 years and have consistently been able to grow in my knowledge and position. It is a fun place to work and my work/life balance is manageable. The way the organization has handled COVID has been top notch - I never felt fearful that I would lose my job or be put in a situation where I did not feel safe. The benefits are great - PTO and 401k matching are top level.
There is great consideration given and extended in the following areas: organizational core values for all, work-life balance, impact we can actually see (and even experience as a staff member- the feeling of making an impact is priceless), autonomy with respect to current position within the organization.
Everyone is friendly and easy to talk to. We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community. I couldn't think of a better organization to work for.
The mission alone provides a positive and meaningful purpose, where people should want to work and be a part of. Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference. This also makes the organization a place where people would want to work.
The mission and opportunities to make a Difference are amazing. There is no doubt that the USO is one of the most forward-facing, frontline serving nonprofits that I know of.
#the USO
Apply today. Join the mission. Join Team USO.
$100k-161k yearly est. 28d ago
Energy Portfolio Manager
Maryland Energy Advisors 4.0
Portfolio manager job in Baltimore, MD
Job Description
Energy PortfolioManagerMD Energy Advisors (MDEA) is a rapidly growing energy management company that provides Commercial, Utility, and financial solutions for clients across the United States. As we continue to expand our operations, we are seeking a talented and driven Energy PortfolioManager to expand our Commercial Solutions division.
The Energy PortfolioManager for Energy Procurement will be responsible for identifying, cultivating, and securing new business opportunities within the energy sector. This role requires a strategic thinker with a deep understanding of energy markets, procurement strategies, and client relationship management.
PRIMARY RESPONSIBILITIES
Develop and execute business development strategies to acquire new clients and expand the company's market presence.
Research and identify potential clients, industries, and market segments for targeted outreach and lead generation.
Build and maintain a robust pipeline of prospects, nurturing relationships from initial contact to contract closure.
Collaborate with the sales team and other departments to tailor solutions and proposals to meet client needs.
Responsible for the selling of energy procurement service and other energy products.
Build and maintain strong relationships with key stakeholders, including energy suppliers, utilities, and potential clients.
Direct all sales activities from opportunity identification through deal closure for all industry accounts.
Prepare and deliver persuasive presentations, proposals, and pitches to prospective clients.
Develop a sales plan to achieve annual business objectives.
Develop and manage strategic relationships with consultants and partners that contribute to the achievement of annual targets as defined in the sales plan.
Stay updated on industry trends, regulatory changes, and technological advancements to provide innovative and competitive solutions.
Maintains professional, technical and product knowledge by attending developmental sessions when needed.
Communicate with the manager and cross-functional team to ensure availability, accuracy and execution of activities.
Leverages existing market contacts and relationships to drive direct and indirect prospecting and business development.
Achieve sales targets and contribute to the overall revenue growth of the energy procurement division.
Provide regular reports and analysis on sales activities, market trends, and competitor strategies to the management team.
QUALIFICATIONS
Bachelor's degree in business, economics, engineering, or equivalent related work experience.
Proven track record of at least 10 years in business development or sales within the energy procurement, utilities, or related industry.
Exceptional communication, negotiation, and presentation skills.
Ability to analyze data, identify trends, and develop strategic solutions.
Self-motivated, results-oriented, and capable of working independently as well as part of a team.
Strong knowledge of energy markets, procurement processes, and regulatory frameworks.
Strong Emotional Intelligence: ability to understand needs and feelings, then responding appropriately.
Strong Communication Skills: ability to build relationships, identify customer concerns and articulate solutions.
Active Listening: ability to understand a customers' needs, by offering clarifying questions and responses.
Agile-Thinking: Ability to think deftly, identifying customer needs, overcoming objections, and delivering an impactful solution.
Receptive to Feedback: ability to receive feedback, identifying opportunities and implementing changes
Demonstrated track record of building a direct book of business
Ability to develop, cultivate, maintain and leverage contact networks and business relationships
Proficient in Microsoft Office and Salesforce CRM.
Ability to travel for client meetings, customer events, conferences, trade shows and other company functions as required.
BENEFITS
MD Energy Advisors offers competitive salaries and benefits. We put a premium on work-life balance, offering flexibility with our remote team. We also offer:
Performance based incentives
Medical, dental and vision health insurance
401k
Paid time off and paid holidays
Wellness Reimbursement
Professional Development Reimbursement
Regular team meetings and in-person gatherings
Maryland Energy Advisors is an Equal Opportunity Employer/M/F/Disability/Vet.
$94k-161k yearly est. 10d ago
Capability Portfolio Manager
Dynamics ATS Organic
Portfolio manager job in Washington, DC
Job Description
Solutions Through Innovative Technologies, Inc. (STI-TEC) specializes in the delivery of professional business and information management services. STI-TEC offers government and commercial clients a comprehensive portfolio of services that identify, manage, distribute and improve business processes related to entities' most valued resource, information. As a fast-growing solutions provider, established in 2000, total customer satisfaction has remained the cornerstone of our business. Our business model focuses on integrity, loyalty, and trust.
Position OverviewThe FCB Capability PortfolioManagement Analyst will conduct portfolio level reviews of designated or selected capability or focus areas (e.g. protection, logistics, force application, etc. or Warfighting Function) to determine an as-is status (at program and project levels) aligned to ownership (e.g. Service, CCA, CSA or other entity).
Essential Job Function
Identify and recommend priority gaps aligned to Capability / Key competitive advantages and disadvantages contained in current strategic documents such as the National Military Strategy, Joint Concepts and their subordinate or supporting concepts. These prioritized gaps will serve as candidates for additional studies and analysis, modeling and simulation, or exercise and war-game candidate topics.
Identify and recommend portfolio priorities and activities across the DOTMLPF-P spectrum to address gaps/threats and articulate portfolio recommendations for investments, divestments, or sustainment.
Identify programs, efforts, and documents that are suited for Joint designation and support interoperability and key attribute activities.
Conduct a review of current portfolio products and documentation (e.g. requirements documents and when available, DODAF architectures, Chairman's Program Recommendations, Capability Gap Assessments, and Science and Technology initiatives and projects, and other high-level documents, to identify portfolio redundancies/outdated recommendations for trade-offs or divestment.
Conduct assessments and traceability of cross-portfolio impacts and dependencies essential to the creation of materiel and non-material warfighter capabilities.
Apply analytical support and rigor to reviews of the contributions of on-going, new, or altered capabilities and capability requirements made toward mitigating capability gaps for reducing risks within portfolios; and help ensure warfighters have sufficient ability to conduct tasks and missions under applicable threat conditions.
Provide support developing and presenting executive level products including CJCS-level briefings and correspondence.
Participate in daily, weekly, and monthly meetings where data exchanges are discussed; and shall provide regular follow-up briefings to leadership.
Provide initial, interim reviews and draft and final reports to the TA to align methods, timing and performance requirements for each independent tasked analysis.
Minimum Qualifications
Must possess active TS/SCI
US Citizen
Master's Degree from an accredited college or university in a technical field and five (5) years of task related experience OR Bachelor's Degree from an accredited college or university in operations research, engineering, mathematics or related field plus ten (10) years of task related experience.
Possesses extensive knowledge of the Joint Force as demonstrated by at least 50% of task related experience supporting the DoD.
Operational experience includes planning and executing combined and joint operations at the theater or component level, knowledge of combat arms, all source intelligence analysis, logistics, civil-military operations, and site's area of responsibility or functional area) and task related experience.
Extensive expertise or experience in the Joint Capability Integration and Development System and DoDI 5000 is desired to support acquisition activities.
Comprehensive knowledge of Microsoft Office Suite is required.
Ability to conduct portfolio-level reviews of designated capability areas (e.g. protection, logistics, force application) to help advise the CJCS on how to optimize capability investments across the defense enterprise and minimize risk in meeting the Department's capability needs.
Ability to collect and analyze data from current (as-is) capability portfolio and gather inputs from government employees with specialized knowledge of systems and programs of record.
Experience designing and preparing technical reports, studies and related documents.
Experience planning and preparing decision support briefings.
Able to support all aspects of a military organization's research and development policies, objectives, and initiatives.
Ability to research new technologies that align with the capability portfolio to identify alternate courses of action to improve portfolio performance.
Applicants selected may be subject to a U.S. Government security investigation and must meet eligibility requirements for access to classified information.
STI-TEC is an equal opportunity employer and values diversity. Employment is decided on the basis of qualifications, merit, and business need. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, gender identity and sexual orientation.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation and training.
If you need assistance or an accommodation due to a disability, you may contact us at ************** or you may call us at 1+************.
How much does a portfolio manager earn in Maryland City, MD?
The average portfolio manager in Maryland City, MD earns between $63,000 and $187,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in Maryland City, MD