Portfolio manager jobs in Maryland - 768 jobs

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.

Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity, reliability, and managing technology risk. The Technology Risk Management (TRM) is a growing organization focused on providing expert advice, credible challenge, and effective oversight of information security and technology activities to identify, assess, control, and manage cyber and technology risk throughout the company. This organization plays a critical role in helping to ensure that the company's risk-taking entities are aware of the risks inherent in their activities and decisions, the impact of their actions on the company at an enterprise level, and opportunities to reduce, mitigate, or avoid risks altogether. Associates within the Technology Risk Management organization are highly-skilled information security, cyber, technology, or risk management professionals who have a wealth of experience and a demonstrated ability to provide value-added recommendations and deliver high-impact results in their areas of expertise. As a Manager, Technology Risk Oversight, you will play a key role in the review, risk identification, risk assessment, reporting, and effective challenge of technology processes, capabilities, and architecture including but not limited to enterprise technology initiatives, cloud services, architectural patterns and capabilities, as well as other areas of high risk technology changes. As part of the second line of defense, this position will also collaborate closely with associates in first line Cyber, Technology, the Lines of Business, as well as other second line of defense risk management offices to perform and support evaluations of the effectiveness of the firm's controls infrastructure and offer independent advice and recommendations regarding ways to further mature the firm's cyber risk management capabilities. As a member of a growing organization, you will have the opportunity to shape and further refine your portfolio commensurate with the priorities of the organization and the firm. The position affords opportunities for substantial growth. The demands and high-visibility nature of this position require an expert with a proven ability to work independently in a fast-paced environment and who can begin contributing immediately. Essential Functions (Responsibilities): Play a lead role in identifying areas of Technology Change risk to provide oversight, analysis, effective challenge, and risk-informed recommendations and expertise Independently drive the organization's participation in assessing Technology Changes by reviewing all aspects of changes (e.g. threat scenarios, applicable controls, risk mitigating, scope, rollout plans, etc..) focusing on Technology Risks related to technical implementation, controls, testing, and architecture concepts Provide technical assessments of Capital One's Technology Changes and Change Management Processes to identify identify, assess, and communicate Technology and Cyber risk Draft assessments for senior management and other stakeholders, to include regulatory agencies and the Board of Directors, as needed Stay current on emerging cyber threats and potential implications to the firm Collaborate effectively with colleagues, stakeholders, and leaders across multiple organizations to achieve objectives Basic Qualifications: A Bachelor's degree or military experience At least 5 years of experience in information security, information technology or cybersecurity At least 2 years experience with public cloud implementations Preferred Qualifications: Professional technology or security management certification (Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified in Risk and Information Systems Control (CRISC), AWS certification) 2+ years experience working in a hybrid IT environment that includes both traditional on-premises data centers and public cloud infrastructure (e.g., AWS, Azure, Google Cloud). 2+ years experience in a second-line or oversight role at a financial institution or regulatory agency 2+ years experience with implementation of control frameworks (NIST Cybersecurity Framework, NIST 800-53, CIS Top 20, ISO, COBIT) 2+ years of experience drafting reports or analytic assessments 2+ years of consulting experience At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is Hybrid, with associates expected to consistently spend three days per week in the office The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $197,300 - $225,100 for Manager, Cyber Technical Richmond, VA: $179,400 - $204,700 for Manager, Cyber Technical New York, NY: $215,200 - $245,600 for Manager, Cyber Technical Riverwoods, IL: $179,400 - $204,700 for Manager, Cyber Technical Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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

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. #J-18808-Ljbffr

💼 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 #J-18808-Ljbffr

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

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.

This position provides leadership and management for a branch team ensuring profitability, growth, and sound operation. This position is responsible for driving branch teammates to provide a best in class client experience while assisting new and existing clients through needs-based conversation and providing appropriate solutions to meet immediate, short-term and long-term financial needs. The Branch Manager is responsible for business development efforts, including referrals to multiple lines of business. Position Accountabilities Responsible for driving branch sales, service, and operational excellence performance results through: Deliver strong individual and team sales/referral performance in deposits, loans, investments and other product lines Provide excellent client experience through needs-based conversations Direct, lead and coach superior sales and service behaviors and activities by the entire team, leveraging the Sales & Service Playbook Drive business development of the branch to deliver both strong team performance and strong individual performance through personal productivity in the areas of small business, mass affluent, Workplace Solutions, and line of business partnerships Develop and execute plans in order to meet/exceed of branch sales goals while maintaining an operationally efficient and compliant branch Conduct sales efforts, as required, to bring in new primary relationships, while also maintaining and expanding existing personal and business banking relationships. Accountable for maximizing sales and client satisfaction while minimizing operating losses by executing the tactics and strategies outlined for the branch Drive sales outreach strategies including outbound calling utilizing available leads Review performance results via analytics dashboards and other sources to assess performance and make necessary adjustments in team initiatives, teammate coaching, etc. Successfully execute Performance Leadership routines, coaching teammates, and utilizing formal observations and branch performance metrics in order to manage and measure branch success Develop and maintain relationships with existing small business and mass affluent clients to continually retain/deepen those relationships, earn referrals, and achieve goals Promote and represent the bank through community involvement during and after business hours Support and implement initiatives for CRA and Fair Lending Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Ensure that all required training is successfully completed by the entire team Ensure branch follows bank procedures, internal controls, regulatory policies & procedures, risk management and the Code of Conduct Talent Management and development: Interview and select candidates to fill branch positions Coach, train, and develop branch team through formal observations and coaching sessions Manage teammate performance development process including performance reviews Educate teammates on products, services, and digital capabilities Analyze reports to respond and coach accordingly Conduct performance counseling, including making and recommending disciplinary action decisions Ensure all teammates follow internal controls, operational procedures and risk management policies Organizational Relationship This position reports to the Market Leader Position Qualifications Education & Experience Bachelor's Degree or equivalent work experience required Five or more years retail banking experience required Previous lending experience required Three or more years of management experience in a sales environment preferred Possess or be able to obtain NMLS registration Knowledge & Skills Excellent client service skills Demonstrated leadership skills Excellent oral and written communication skills Ability to exercise sound business judgment Flexible, able to adapt to change Ability to travel based on business need Evening and weekend hours required based on business need Able to stand for extended periods of time and lift objects up to 30 pounds Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $72,052--$120,179 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **ServiceNow Consulting Manager -** **Strategic Portfolio Management (SPM)** In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. **The opportunity** You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements. **Your key responsibilities** As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs. + Lead workstream delivery and ensure effective management of processes and solutions. + Track deliverable completion and project status, ensuring alignment with performance objectives. + Actively participate in client working sessions, leading workstreams from planning through execution and closure. **Skills and attributes for success** Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. + Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases + Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers) + Ability to build and foster client relationships and demonstrate the value of EY services + Excellent business acumen with the ability to make fact-based decisions and resolve conflicts + Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation + Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps + Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources + Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs + Ability to support pre-sales efforts including creating proposals and estimates + Ability to create high quality deliverables and project artifacts **To qualify for the role, you must have** + A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline + Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience + ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) + ServiceNow Certified Implementation Specialist - Strategic Portfolio Management + 5+ years of Big 4 or equivalent consulting experience + Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization + Experience leading teams and supervising others + A driver's license valid in the U.S. + Ability to travel to meet client needs **Ideally, you'll also have** + ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) + ServiceNow Certified Implementation Specialist - ITSM or Data Foundations + Performance analytics and reporting experience - certifications are a plus + Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) **What we look for** We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

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 Portfolio Manager 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 portfolio management. Qualifications: Specific qualifications for the Portfolio Manager 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.

Job Description Computer Technologies Consultants (CTC) is seeking a Portfolio Manager to support the U.S. Centers for Medicare & Medicaid Services (CMS) in the National Capital Region (NCR). With offices in Washington DC and San Diego, CA, CTC is a leading technology company providing lifecycle IT, data analytics, cloud managed hosting services, agile software development, DevOps, Test Automation, Cyber Security, and infrastructure solutions. Additionally, we provide Professional Talent Acquisition Services as we proudly support the unique needs of U.S. Defense, Intelligence, and Federal Civilian agencies as well as Fortune 1000 companies. Got the Government Contractor Blues? Looking for a company that cares and goes beyond just filling another contract billet? Well look no further! Experience this family-oriented company who takes pride in you and will help you grow where your passions lie. Holding many Defense & Federal government contracts around the globe, with our client you have the opportunity to take on new and evolving challenges, aim beyond what you think you are capable of and work in collaborative, dynamic, and high-tempo environments. Our clients' employees are their most valued asset and they invest in their people because they are in it for the long term. They are committed to your success and well-being and offer competitive benefits packages, salaries, bonus/award programs, and a high potential for professional growth and job opportunities world-wide. Why Should You Be Interested? Direct hire full-time position Competitive base salary and comprehensive benefits Mid-size company with room for growth Position Title: Portfolio Manager Position Location: This position is full time, on-site at our client's facility in the National Capital Region Daily Responsibilities: Provides overall portfolio management across multiple initiatives, including strategy alignment, governance, and financial integration. Leads enterprise portfolio(s) with approximately five (5) or more initiatives, providing decision support, Budget Portfolio Integration (BPI) (or equivalent) execution support, and portfolio-level risk and issue management. Establishes and leads portfolio-level governance, including prioritization, dependency coordination, and escalation of portfolio risks/issues to appropriate stakeholders. Ensures delivery of timely, high-quality, and compliant deliverables in accordance with contract requirements. Oversees work planning, staffing alignment, and performance across portfolio initiatives; coordinates staffing needs and monitors execution against plans. Oversees portfolio-level financial tracking to ensure alignment between planned work and executed work. Ensures required portfolio/program documentation is properly maintained and kept current. Required Years of Experience (min): At least eight (8) years of relevant portfolio or program management experience. Required Degree/Certifications: Bachelor's degree or equivalent additional years of experience. Required Experience & Expertise in the following areas: Demonstrated success delivering complex projects and initiatives on time and within budget. Experience supporting Federal or commercial health related programs; CMS and/or HHS experience preferred. Ability to manage priorities and meet critical deadlines in a fast-paced environment. Strong written and oral communication skills, including executive-level communication and stakeholder coordination. Required Clearance: Security/Background Check Pay Information Full-Time Salary Range: TBD Please note: This range is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Computer Technologies Consultants, Inc. is an Equal Opportunity Employer that provides employment opportunities for all qualified applicants without regard to race, color, religion, gender identity and/or expression, sexual orientation, age, mental or sensory differing abilities, protected veteran status, sex, national origin, or any other characteristic protected by applicable law. Computer Technologies Consultants, Inc. is devoted to diversity, equity, and inclusion.

Energy Portfolio Manager MD 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 Portfolio Manager to expand our Commercial Solutions division. The Energy Portfolio Manager 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.

At MITRE, the Portfolio Manager of CCIIO and CMCS: Conducts and supervises analysis on the needs of the Centers for Medicare & Medicaid Services (CMS) customer, and the Center for Medicaid and CHIP Services (CMCS), Center for Consumer Information & Insurance Oversight (CCIIO), and the Office of the Administrator in particular. Engages extensively with CMS senior leaders to assist them in the definition and realization of CMS strategic outcomes as they relate to the Federal and State insurance Portfolio. Develops a thorough understanding of the client's organization, mission, capabilities, and environment and generates a customer blueprint that provides insights and informs the engagement strategy. Develops the strategy and defines the planned impact of the FFRDC work program for CMS. Leads the portfolio development efforts with CMCS, CCIIO, and OA, working collaboratively with the Program Manager overseeing the delivery of that portfolio of work. Identifies work opportunities, develops the capture strategy, and leads the pursuit of the work for the FFRDC. Responsible for maintaining and reporting the pipeline of prospects for the Portfolio. Works collaboratively with the Program Manager and others to charter the project teams responsible for delivering on the work commitments. Works with the CMS sponsors, shapes the work, develops the SOW and initial plan for the FFRDC's support of the sponsor's need. Key Functions: Strategy - Works with CMS leaders to form government strategies to achieve agency outcomes. Works with the portfolio management team to define and execute the FFRDC strategies for achieving those outcomes. Develop and maintain a thorough and up-to-date understanding of the customer's mission, their organization, and the political, economic, and technical environment that impacts the customer's organization and mission. Maintain a current assessment of the customer value profile and its relationship to MITRE's work program value to the customer. Develop and maintain a customer strategic analysis that supports a five-year customer strategy focused on customer strategic outcomes. Customer Engagement - Proactively engages with FFRDC customers on the realization, with or without FFRDC tasking, of their outcomes. Provides FFRDC customers with insightful, fact-based, unbiased advice on the realization of those outcomes. Builds partnerships within CMS, other federal agencies, and between the Government and industry, academia, etc. Proactively and deliberately engage with sponsor, customer, and stakeholders, providing thought leadership to advise and help shape mission goals. Develop supporting relationships across the Agency components with key customer contacts to ensure work program alignment that contributes to the customer's success. Ensure that engagements with sponsors, customers and stakeholders are planned, coordinated, and communicated appropriately. Analysis - Applies a thorough understanding of the CMS organization, mission, and capabilities to identify opportunities, risks, and trends. Brings the analysis of colleagues to bear on needs of the FFRDC, CMS customers, or prospective customers. As part of the FFRDC management team, ensures analysis done in the FFRDC is insightful, well founded, and persuasive. Work Management - Ensures the FFRDC program and project level work is aligned to the needs of the CMS FFRDC customers. Defines the work so that it achieves agency level outcomes and appropriately applies the FFRDC to those outcomes. Directs or oversees MITRE work done in support of agency outcomes. The select candidate will be accountable for the overall CMS customer value analysis, work program value analysis, and portfolio strategy development, updating these products regularly to ensure that they are current and accurate. The select candidate will also be accountable for developing and executing, in conjunction with the FFRDC leadership team and technical centers, a successful work program that supports their customer's objectives and achieves agreed upon outcomes. Conducts and supervises analysis on the needs of the CMS customer, and the Center for Clinical Standards & Quality (CCSQ) in particular. Engages extensively with CMS senior leaders to assist them in the definition and realization of CMS strategic outcomes. Develops a thorough understanding of the client's (CCSQ) organization, mission, capabilities, and environment and generates a customer blueprint that provides insights and informs the engagement strategy. Develops the strategy and defines the planned impact of the FFRDC work program for CMS. Leads the portfolio development efforts with CCSQ, working collaboratively with the CCSQ Program Manager overseeing the delivery of that portfolio of work. Identifies work opportunities, develops the capture strategy, and leads the pursuit of the work for the FFRDC. Responsible for maintaining and reporting the pipeline of prospects for the CCSQ Portfolio. Works collaboratively with the Program Manager and others to charter the project teams responsible for delivering on the work commitments. Key Functions: Strategy - The Portfolio Manager works with CMS leaders to form government strategies to achieve agency outcomes. Works with the portfolio management team to define and execute the FFRDC strategies for achieving those outcomes. Develop and maintain a thorough and up-to-date understanding of the customer's mission, their organization, and the political, economic, and technical environment that impacts the customer's organization and mission. Maintain a current assessment of the customer value profile and its relationship to MITRE's work program value to the customer. Develop and maintain a customer strategic analysis that supports a five-year customer strategy focused on customer strategic outcomes. Customer Engagement - The Portfolio Manager proactively engages with FFRDC customers on the realization, with or without FFRDC tasking, of their outcomes. Provides FFRDC customers with insightful, fact-based, unbiased advice on the realization of those outcomes. Builds partnerships within CMS, other federal agencies, and between the Government and industry, academia, etc. Proactively and deliberately engage with sponsor, customer, and stakeholders, providing thought leadership to advise and help shape mission goals. Develop supporting relationships across the Agency components with key customer contacts to ensure work program alignment that contributes to the customer's success. Ensure that engagements with sponsors, customers and stakeholders are planned, coordinated, and communicated appropriately. Analysis - The Portfolio Manager applies a thorough understanding of the CMS organization, mission, and capabilities to identify opportunities, risks, and trends. Brings the analysis of colleagues to bear on needs of the FFRDC, CMS customers, or prospective customers. As part of the FFRDC management team, ensures analysis done in the FFRDC is insightful, well founded, and persuasive. Work Management - Ensures the FFRDC program and project level work is aligned to the needs of the CMS FFRDC customers. Defines the work so that it achieves agency level outcomes and appropriately applies the FFRDC to those outcomes. Directs or oversees MITRE work done in support of agency outcomes. Location: Woodlawn (Baltimore), MD Preferred Qualifications: Graduate degree (Masters or PhD) from competitive academic program in a relevant field (e.g., healthcare delivery science, life sciences, health policy, health administration, information technology, etc.) Significant exposure to and experience solving customer issues in one or more of the following areas within CMS or related entities • The Center for Medicaid & CHIP Services (CMCS) • Center for Consumer Information & Insurance Oversight (CCIIO) •Office of the Administrator (OA) • Office of Financial Management (OFM) Familiarity with CMS programs and strategic priorities is also desirable (to help facilitate cross-fertilization between CMS portfolio and work program activities). Minimum Education/Experience: BS and 10 years of related experience including 2 years of leadership experience. *This position may on occasion require overnight travel up to 10-15% of the time as well as some local travel. Do you meet the above requirements and are interested in learning more about this opportunity? Then apply today or contact us at ************ or *********************************. PPR Talent Management Group partners with Brightmove to ensure that only your professional info is safely shared with companies, and your private life stays private. By joining you are indicating that you have read and agree to the Brightmove Privacy Policy.

Under the general direction of the Executive VP and Chief Operations Officer, and in accordance with good business practices, the Portfolio Manager is responsible for the oversight, alignment, and optimization of the organization's portfolio of projects and programs. This role ensures that all initiatives collectively support organizational strategy, maximize return on investment, and efficiently utilize resources. The Portfolio Manager will work closely with project managers, department leaders, and executives to evaluate new initiatives, prioritize work, track progress, and report on portfolio health and performance. This role demands strategic thinking, excellent communication and facilitation skills, and the ability to provide executive-level visibility into the organization's project portfolio. Education and Experience: · Bachelor's degree in business administration, healthcare management, information systems, or related field; or in lieu of degree, an additional 4 years of relevant work experience may be considered. · Minimum of 5-10 years of progressive experience in project or portfolio management, preferably within healthcare operations or technology. · Portfolio Management Professional (PfMP), Program Management Professional (PgMP), or PMP certification highly desirable. · Proven experience managing multiple concurrent initiatives, prioritizing competing demands, and working cross-functionally with senior leaders. Required Skills/Abilities: · Strong leadership and strategic planning skills, with the ability to align projects and programs with organizational goals. · Excellent communication, presentation, and stakeholder management skills. · Advanced analytical skills with the ability to evaluate ROI, resource utilization, and risk across the portfolio. · Proficiency with portfolio management, project management, and collaboration tools. · Ability to foster collaboration and drive decision-making across multiple departments and executive teams. Duties/Responsibilities: 1. Portfolio Oversight & Strategic Alignment a. Manage the intake, evaluation, and prioritization of projects and programs to ensure alignment with strategic goals. b. Facilitate regular portfolio review meetings with executive leadership to approve, defer, or retire initiatives. c. Develop and maintain a portfolio roadmap that visualizes dependencies, timelines, and resource commitments and alignment of solutions to business needs. 2. Resource & Capacity Management a. Partner with department leaders to assess resource capacity and allocation across the portfolio. b. Identify resourcing conflicts, recommend adjustments, and ensure critical initiatives are adequately staffed. c. Monitor utilization of key resources to optimize productivity and reduce bottlenecks. 3. Portfolio Reporting & Metrics a. Create and deliver executive-level dashboards and reports that track project health, risks, costs, benefits, and solution adoption/performance. b. Monitor performance of the portfolio using key metrics (e.g., schedule adherence, ROI, benefits realization). c. Provide visibility into interdependencies, risks, and impacts to enable timely decision-making. 4. Risk & Issue Management a. Oversee portfolio-level risk assessments and escalations. b. Collaborate with Project Manager to identify risks and recommend mitigation strategies across projects. c. Ensure issues impacting multiple initiatives and solution are resolved or escalated appropriately. 5. Governance & Process Improvement a. Establish and enforce portfolio governance standards, intake processes, and reporting cadences. b. Collaborate with Project Managers to promote best practices and improve project delivery maturity including standardization and optimization of solutions. c. Ensure compliance with regulatory, contractual, and organizational standards for project and portfolio management. 6. Stakeholder Engagement & Communication a. Serve as a key liaison between executive leadership and project/departmental teams. b. Communicate portfolio priorities, decisions, and status updates to stakeholders at all levels. c. Facilitate alignment workshops and cross-departmental planning sessions as needed. 7. Continuous Improvement a. Drive process, technology, and performance improvements across the portfolio. b. Identify opportunities to optimize workflows, enhance solutions, and increase overall organizational performance. c. Track emerging trends, tools, and best practices in portfolio, program, and project management. d. Recommend adjustments to enhance efficiency, effectiveness, standardization, and alignment with organizational strategy. 8. Perform other related duties as assigned. Join Our Team & Enjoy Great Benefits! At Infinite Legacy, we care about our employees' well-being, both at work and in life. That's why we offer an excellent benefits package designed to support you and your family. Our Benefits Include: Health, Dental & Vision Insurance : Comprehensive coverage for you and your loved ones. Paid Time Off : Take the time you need to relax and recharge. 401K : Plan for your future with employer contributions. Life & Disability Insurance : Peace of mind, no matter what happens. Pet Insurance Discounts : Because your furry friends matter too! Tuition Reimbursement : We support your growth and development with education assistance. Join our team today and experience a workplace that truly values you!

CFG Bank, based in Baltimore, Maryland, is a leading financial institution serving the national healthcare and multifamily markets and the Mid-Atlantic region. As the 6th largest bank in Baltimore by deposits and the largest locally based, we've grown from $1 billion to over $5.5+ billion in assets by 2025. With over 30 years of expertise, we rank among the top five healthcare bridge-to-HUD lenders in the country. At CFG Bank, we redefine banking by blending big bank capabilities with personalized boutique service. Recognized as "Best Place to Work" by the Baltimore Business Journal in 2022, 2023 and 2024, our primary goal is making each team member feel choosing CFG Bank was their best career decision. Join us for professional growth and a positive work environment that sets CFG Bank apart. POSITION SUMMARY: As a key member of our commercial banking team at CFG Bank, you will play a pivotal role in supporting relationship managers by facilitating the underwriting and monitoring of existing and proposed credits, including critical tasks such as line renewals, maturing loan assessments, and term loan reviews. Your responsibilities will extend to managing the status of existing loans, ensuring timely actions are taken on maturing or past due loans, and providing valuable assistance during loan closings. Additionally, you'll have the opportunity to contribute to special projects under the guidance of department managers, fostering both professional growth and operational excellence within our dynamic banking environment. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Prepare Loan Summary/Top Sheet, liaising with various stakeholders including Relationship Managers, Department Manager, and Credit Department for new loan requests and renewals, ensuring accuracy and timeliness. * Manage maturing loans, preparing extension requests promptly and conducting credit analyses accurately to facilitate timely decision-making. * Coordinate annual term loan reviews, collaborating closely with the Credit Department to ensure timely and precise assessments. * Participate in the loan approval process as required, contributing insights and expertise to enhance decision quality. * Maintain updated loan files with relevant financial information and memos, facilitating comprehensive and satisfactory loan reviews. * Prepare responses to internal audits and loan reviews, ensuring compliance with regulatory standards and internal policies. * Assist in managing Criticized Asset Reports promptly and accurately, supporting effective risk management practices. * Ensure proper risk rating of loans and complete necessary documentation for risk rating adjustments. * Coordinate covenant compliance matters, securing approvals for waivers or issuing covenant default letters as needed. * Conduct thorough reviews of third-party reports such as appraisals, environmental assessments, and property condition reports. * Support Loan Administrator in managing past due loans and collection of tickler items. * Accompany bank staff on sales calls when appropriate, fostering client relationships and promoting business development initiatives. * Contribute to ongoing staff training efforts, sharing expertise and insights to enhance team capabilities and performance. QUALIFICATIONS AND REQUIREMENTS: * Bachelor's degree in Accounting, Finance, or Economics preferred; advanced degree advantageous. * Five or more years of credit analysis and/or commercial lending experience in banking or equivalent business-related experience. * Proficiency in basic software applications such as Microsoft Word and Excel. * Strong oral and written communication skills essential. * Demonstrated customer service skills. * Proactive mindset with the ability to work independently and collaboratively within a team environment. WORK ENVIRONMENT: We offer a hybrid schedule, with 4 days in-office and 1 day remote after the initial 90-day period. COMPENSATION DISCLOSURE: In accordance with Maryland's Equal Pay for Equal Work Act, we are committed to providing transparent wage information for all posted job opportunities. The wage range for this position is $90,000-$110,000. Compensation is determined based on factors such as Experience, Qualifications, and Internal equity. BENEFITS AND ADDITIONAL COMPENSATION: Additionally, this position includes a comprehensive benefits package and other forms of compensation, including: * Employer-provided health benefits: medical insurance, dental & vision insurance, disability insurance, life insurance, mental health support services, and wellness program * Paid time off: vacation days, sick leave, volunteer days * Retirement plan: 401(k) with employer match * Other compensation elements: Discretionary annual bonus and overtime pay for non-exempt positions EOE STATEMENT: CFG Bank is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. If you require accommodations during the application process, please contact **************************. #LI-HYBRID #LI-CL1

Are you looking to grow your career and join a dynamic company? Cedar Point Federal Credit Union is hiring for a Commercial Portfolio Manager. The Commercial Portfolio Manager is responsible for managing and monitoring a portfolio of commercial loans and relationships to ensure credit quality, profitability, and strong member service. This role supports the Credit Union's mission by balancing prudent risk management with personalized service to business members and community partners. Duties & Responsibilities: Serve as the main point of contact for the Commercial Lending Department and provide exceptional member-service. Assist with the collection of financial documents for new loan requests, annual renewals, and re-grades. Assist with the underwriting process by pulling credit reports for borrowers and/or guarantors and analyzing financial data as needed. Responsible for overseeing the appraisal process, including requesting quotes, engaging appraisers, tracking due dates, and managing the review process. Coordinate loan settlements with attorneys and borrowers. Assist with the loan settlement process by drafting documents for the Credit Union, engaging attorneys, reviewing attorney-prepared documents for accuracy, obtaining good standing certificates, requesting proof of insurance, verifying lien positions (through SDAT and Land Records), and corresponding with attorneys as needed. Monitor commercial vehicle and equipment loans to ensure that titles are received and that proof of insurance is current. Verify invoices for work performed by third-party vendors (i.e., appraisals, flood certifications, attorneys, etc.) and ensure payments are processed in a timely manner. Open new deposit accounts for business members. Ensure all required documentation is in the physical and digital loan files. Accompany loan officers on calls with members as needed. Build and maintain positive working relationships with internal and external business partners. Process loan payments. Work with loan officers and others to collect past-due loans. Maintain knowledge of products and services offered by the Credit Union. Complete required and recommended educational courses, follow all rules and regulations applicable to job function, including but not limited to the Bank Secrecy Act. Perform other duties as assigned and assist with special projects. Requirements Associate's Degree in Finance, Accounting, Business, or related field. 3-5 years of experience in commercial lending, portfolio management, or credit analysis (credit union preferred) Strong understanding of commercial credit underwriting and risk rating systems. Ability to work in a fast-paced environment and be flexible with schedule. Strong written and verbal communication skills Ability to work in a fast-paced environment and multitask. Salary Description $61,224 - $88,134

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Underwrites credit exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Underwriting: Leads the entire commercial underwriting process both internally and externally with prospects and clients. Underwrites and documents all prospect and client transactions. Possesses a mastery of client expertise, analyzes individual company performance and drives accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Provides independent analysis of financial statements and business plans; identifies and mitigates key risks. Recommends and models appropriate loan structures and while maintaining expertise around the bank's suite of ancillary products. Is accountable for the risk evaluation and associated regulatory compliance requirements. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other Truist product offerings. Portfolio Management: Accountable for and manages assigned portfolio by monitoring performance and trends, identifying issues and following through for remediation. Responsible for risk rating integrity, annual reviews as well as financial statement spreading, compliance and regulatory review. Manages all amendment and waivers in the assigned portfolio. Is expected to be anticipatory, forward focused, independent, transparent and collaborative in identification, communication, and all aspects of management of risk. Client Calling Effort: In conjunction with other internal product partners, applies knowledge of credit policy, pricing and structure to develop solutions that meet the client's needs and the Bank's risk acceptance criteria. Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy. Span of Control: no direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology, and other internal and external audit and examiner functions. Decision-Making and Autonomy: Teammates in this role are charged with providing independent current and forward looking risk view on clients within the assigned clients/prospects and portfolio. They author independent risk recommendations including, but not limited to; risk rating, compliance, underwriting. The recommendation is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and management of significant client exposure. Leadership / Influencing / Negotiating / Persuading: Yes, teammates in this position are required to develop an independent point of view and provide recommendations to appropriate decision makers. Expected to mentor all junior talent as well as LOB partners as appropriate. Project or Program Management: Must be able to handle a large portfolio of complex/levered clients in addition to taking a leadership role in activities outside of day-to-day portfolio responsibilities that benefit the PM platform as a whole. Nature and Area of Impact, including Risk: Must deliver solid credit and underwriting analyses and risk rating recommendations. Key risk drivers are credit and operational. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree in Finance or related field and at least 5+years of related training and experience in commercial credit analysis. * Mastery level proficiency with MS Office Desktop applications. * Strong interpersonal skills and solid written/verbal communication are essential. * Sound credit skills essential. * Must have strong attention to detail. * Ability to prioritize workflow and multi-task in a fast-paced environment. Preferred Qualifications: * Has successfully held similar role with commercial financial institution or like experience. * Industry or sub-sector expertise. * Mastery of Truist Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) #Virginia #GreaterDC #McLean #WashingtonDC #Baltimore #Richmond #Charlotte #Atlanta The annual base salary for this position is $120,000 - $165,000 Additional incentive pay is available for this position. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Join Horizon Farm Credit as a Portfolio Manager and grow your career in a position with a great work/life balance, opportunities for professional growth, and the chance to make a meaningful impact on the agricultural community! Horizon Farm Credit is actively seeking a Portfolio Manager to join our Lending team. Qualified candidates may work in any available Horizon Farm Credit branch. To view locations, click here Locations | Horizon Farm Credit. This position is eligible for a hybrid work schedule. Our ideal candidate is an organized, detail-oriented, and analytical individual with an enthusiasm to support the agricultural community. The hours of operations are typically Monday to Friday from 8 a.m. to 4:30 p.m. Position Description: Portfolio Manager will deliver outstanding support with servicing activities, provide high-level lender support, assist with pipeline management, and assist with account research. Build strong collaborative relationships with various Association-wide teams to help meet objectives and goals through effective teamwork, cooperation, and communication. Supports the efficient and effective delivery of financial products and services to customers. Assures customer needs are met personally or through other team members and works closely with all team members to effectively meet all customer needs in the assigned territory. Provides operational and lending support. Areas of Responsibility: Business Development Support * Serve as a point of contact for customers on servicing needs including note modifications, releases, subordinations, extensions, etc. * Accountable for servicing activities for an assigned portfolio including annual financial collection and covenant compliance, monitoring loan servicing plans to ensure they and related tasks are up to date. Account Research * Responsible for account research on complex account situations. * Assist the Ag Relationship Manager in coordinating with other team members as applicable. * Serve as second point of contact for accounts when the Ag Relationship Manager is unavailable. Pipeline Management * Assist with pipeline management to ensure accurate estimated closing dates, ensure actions are on track to meet borrower's expectations, documentation and conditions are addressed timely, etc. for all transactions within assigned portfolios, including new money and servicing transactions. * Expected to serve as a central contact for ARMs with assigned portfolios for overall pipeline management. Work with other support teams to manage full portfolio needs. Resource & Support * May act as a resource for new lenders as needed. * Tasks may include past due servicing from 20 to 35 days and assisting ARMs with customer communication, etc., and providing support as needed for the transition to Credit Resolution to lead the early-stage delinquency efforts. Business Coverage * Provide leave coverage for any lender as needed to ensure existing and potential customers receive prompt and courteous service. Leave coverage would include handling new money requests. REQUIREMENTS * Bachelor's Degree in Business Administration, Accounting, or a related field. * Generally, three to eight years of experience including three years of commercial agricultural lending or financially related experience. * Strong customer service skills and the ability to manage challenging customer situations. * Skillfully gathers and analyzes customer information to develop and present alternative solutions to meet Association and customer needs. * Ability to be recognized as a trusted advisor to customers. * Excellent organizational skills with the ability to simultaneously work on multiple projects/assignments. * Excellent interpersonal, organizational, and communication skills. * Demonstrate a willingness to be collaborative and the ability to develop and work well in a team atmosphere. * Adaptable and flexible to a changing work environment. * Regular, predictable, and reliable attendance is required. Who are we? Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference for agriculture and rural communities. What can we offer you? * We offer competitive compensation and benefits packages for full-time employees including: * Medical insurance with dental and vision care options * 401 (k) with significant employer matching * Paid time off, holidays, and volunteer time to support work/life balance * Tuition reimbursement and training opportunities * Student loan reimbursement * Leadership and career development opportunities * Paid maternity and bonding leave * Paid short-term disability * Fun and inclusive work environment Salary range: $60,700 - $75,000, depending on experience. Opportunity to earn additional incentive. Equal Opportunity Employer including veterans and individuals with disabilities.

Join Horizon Farm Credit as a Portfolio Manager and grow your career in a position with a great work/life balance, opportunities for professional growth, and the chance to make a meaningful impact on the agricultural community! Horizon Farm Credit is actively seeking a Portfolio Manager to join our Lending team. Qualified candidates may work in any available Horizon Farm Credit branch. To view locations, click here Locations | Horizon Farm Credit. This position is eligible for a hybrid work schedule. Our ideal candidate is an organized, detail-oriented, and analytical individual with an enthusiasm to support the agricultural community. The hours of operations are typically Monday to Friday from 8 a.m. to 4:30 p.m. Position Description: Portfolio Manager will deliver outstanding support with servicing activities, provide high-level lender support, assist with pipeline management, and assist with account research. Build strong collaborative relationships with various Association-wide teams to help meet objectives and goals through effective teamwork, cooperation, and communication. Supports the efficient and effective delivery of financial products and services to customers. Assures customer needs are met personally or through other team members and works closely with all team members to effectively meet all customer needs in the assigned territory. Provides operational and lending support. Areas of Responsibility: Business Development Support Serve as a point of contact for customers on servicing needs including note modifications, releases, subordinations, extensions, etc. Accountable for servicing activities for an assigned portfolio including annual financial collection and covenant compliance, monitoring loan servicing plans to ensure they and related tasks are up to date. Account Research Responsible for account research on complex account situations. Assist the Ag Relationship Manager in coordinating with other team members as applicable. Serve as second point of contact for accounts when the Ag Relationship Manager is unavailable. Pipeline Management Assist with pipeline management to ensure accurate estimated closing dates, ensure actions are on track to meet borrower's expectations, documentation and conditions are addressed timely, etc. for all transactions within assigned portfolios, including new money and servicing transactions. Expected to serve as a central contact for ARMs with assigned portfolios for overall pipeline management. Work with other support teams to manage full portfolio needs. Resource & Support May act as a resource for new lenders as needed. Tasks may include past due servicing from 20 to 35 days and assisting ARMs with customer communication, etc., and providing support as needed for the transition to Credit Resolution to lead the early-stage delinquency efforts. Business Coverage Provide leave coverage for any lender as needed to ensure existing and potential customers receive prompt and courteous service. Leave coverage would include handling new money requests. REQUIREMENTS Bachelor's Degree in Business Administration, Accounting, or a related field. Generally, three to eight years of experience including three years of commercial agricultural lending or financially related experience. Strong customer service skills and the ability to manage challenging customer situations. Skillfully gathers and analyzes customer information to develop and present alternative solutions to meet Association and customer needs. Ability to be recognized as a trusted advisor to customers. Excellent organizational skills with the ability to simultaneously work on multiple projects/assignments. Excellent interpersonal, organizational, and communication skills. Demonstrate a willingness to be collaborative and the ability to develop and work well in a team atmosphere. Adaptable and flexible to a changing work environment. Regular, predictable, and reliable attendance is required. Who are we? Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference for agriculture and rural communities. What can we offer you? We offer competitive compensation and benefits packages for full-time employees including: Medical insurance with dental and vision care options 401 (k) with significant employer matching Paid time off, holidays, and volunteer time to support work/life balance Tuition reimbursement and training opportunities Student loan reimbursement Leadership and career development opportunities Paid maternity and bonding leave Paid short-term disability Fun and inclusive work environment Salary range: $60,700 - $75,000, depending on experience. Opportunity to earn additional incentive. Equal Opportunity Employer including veterans and individuals with disabilities.