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  • Investor Relations / Capital Formation Manager

    Career Group Search 4.4company rating

    Portfolio manager job in Miami, FL

    Investor Relations & Capital Formation Associate / Manager (title DOE) - Miami, FL (onsite) The firm is a vertically integrated U.S. real estate investment platform focused on residential assets across multiple housing types, classes, and geographic markets. The organization has a strategic emphasis on multifamily, single-family rental, and development investments, supported by dedicated asset management and in-house property management teams that work collaboratively to drive operational efficiency and value creation. The firm is seeking an Investor Relations professional with a primary focus on fundraising, capital formation, and investor engagement. This role will support fundraising initiatives, manage investor communications, and help position the platform with institutional and high-net-worth capital partners. The role works closely with senior leadership, acquisitions, and asset management teams. Key Responsibilities Support capital raising and new fund initiatives Prepare and manage fundraising materials Serve as a point of contact for existing and prospective investors Respond to investor inquiries regarding portfolio performance, strategy, and market activity Help articulate the firm's investment strategy, track record, and value proposition Assist with market research and benchmarking to support fundraising narratives Coordinate investor meetings, roadshows, and conference participation Work cross-functionally with acquisitions, asset management, and property management teams to gather performance data Support senior management with investor presentations and strategic initiatives Contribute to the ongoing enhancement of investor reporting and fundraising processes Qualifications Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field 3-10+ years of experience in investor relations, capital markets, fundraising Familiarity with institutional investors, family offices, and high-net-worth individuals Excellent written and verbal communication skills Strong attention to detail and organizational skills Experience with U.S. multifamily, single-family rental, or real estate development investments preferred Experience working at a private equity real estate firm or general partner platform preferred Compensation & Growth Competitive base salary commensurate with experience plus performance-based bonus Direct exposure to senior leadership and capital partners Long-term growth opportunities as the platform expands assets under management
    $67k-120k yearly est. 2d ago
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  • Investor Relations Manager

    Gaia Real Estate

    Portfolio manager job in Miami, FL

    GAIA Real Estate is seeking an experienced Investor Relations Manager to support capital formation and fundraising across its real estate investment platforms. The role works closely with senior leadership on new fund initiatives, investor outreach, and capital raising efforts, helping expand the firm's investor base. The ideal candidate has experience in real estate private capital, is comfortable engaging prospective investors, and can support fundraising processes and investor-facing materials. Requirements: • 5+ years of experience in investor relations, capital markets, or real estate • Experience supporting capital raising and new fund initiatives • Strong communication and organizational skills • Bachelor's degree required • Based in Miami, FL
    $69k-123k yearly est. 2d ago
  • Senior Analyst, Development & Investments

    Foundry Commercial 4.2company rating

    Portfolio manager job in Boca Raton, FL

    Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do… we value authentic human experiences. At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other. Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas. This is a great opportunity to develop the following: Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities; Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment; Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it; Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams. Essential Job Functions: Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc. Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc. Develop advanced financial models and analysis using Argus and MS Excel. Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders. Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations. Execute the investment process, including underwriting, capitalization, due diligence, and closing. Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements. Aid on special projects and complete other duties as assigned. Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”. Education and Experience Requested: Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred. Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred. Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures. Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences. Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving. Relentless attention to detail with strong research, analytical and problem-solving skills. Excellent organizational, interpersonal, and oral/written communication skills. Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties. Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines. Extremely high energy, fast-paced and driven to succeed. Foundry Commercial is an Equal Opportunity Employer Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
    $68k-116k yearly est. 1d ago
  • Credit Portfolio Manager

    Fintrust Connect

    Portfolio manager job in Coral Gables, FL

    For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Credit Portfolio Manager - Coral Gables, FL FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Coral Gables, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio. Why this opportunity? Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices Workplace: On-site in Coral Gables, FL Function: Loan portfolio management, credit analysis, and support of loan origination and renewal processes Requirements: 10+ years of experience in commercial credit or portfolio management Bachelor's degree required; preferably in Finance, Accounting, or Economics Proficiency in financial analysis, including global cash flow and credit risk evaluation Experience preparing credit packages and pricing models Familiarity with commercial lending structures, loan covenants, and underwriting standards Description: Evaluate loan requests and perform risk assessments for commercial borrowers and prospects Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions Conduct financial spreads, narrative preparation, and loan pricing analyses Complete credit presentations and coordinate loan closings and renewals Perform ongoing portfolio monitoring, including annual reviews and covenant compliance Stay informed on industry trends and sector-specific risks Ensure timely and accurate collection of financial documentation and compliance with internal policies
    $65k-114k yearly est. 2d ago
  • Senior Portfolio Manager

    Firsthorizon 3.9company rating

    Portfolio manager job in Coral Gables, FL

    The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities Include: Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. Partners with Relationship Managers to: Meet with current and prospective clients to understand the specific customer requirements and needs. Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. Answer client questions; ensure all data is accurate for loan underwriting. Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators. Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits. Assist in the pricing and structure of new loans and renewals. Coordinates closing and booking events. Monitors industry trends and analyze specific industry trend data to identify potential areas of risk. Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings. Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). Performs all other duties as assigned Qualifications Include: Bachelor (4-year college) degree at least 10 years of experience or equivalent combination of education and experience About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** . Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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. #J-18808-Ljbffr
    $85k-113k yearly est. 4d ago
  • Payments Banking Manager

    Accenture 4.7company rating

    Portfolio manager job in Miami, FL

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: · Payment Innovation (e.g., digital payments, wallets, etc.) · Card Issuing · Retail Bank Payments · Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: · Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. · Conduct operating model assessments (people, process, org) and client needs assessments. · Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals · Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. · Serve as a business architect during client engagements. · Participate in the development of best-in-class, reusable assets. · Participate in business development to originate new client opportunities. · Must be willing to travel up to 80% (Monday - Thursday) Here's What You Need: · 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery · 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: · Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models · Successful track record of performing operating model design, business process design, and system functional design. · Experience with vendor platforms enabling seamless delivery of payments products is preferred. · Ability to develop and manage relationships with client management. · Payments industry expertise in alternative/emerging payments · Understanding of end-to-end payments lifecycle · Business Architecture - Applied in solution planning, and requirements definition and analysis · Baseline understanding of the principles of technology · Requirements Analysis · Functional Design · Professional Skills Required: · Proven ability to work independently and as a team member · Proven ability to work creatively and analytically in a problem-solving environment · Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards) Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $100.5k-270.3k yearly 3d ago
  • Head of Audit

    Bci Miami

    Portfolio manager job in Miami, FL

    Miami, FL, US 8 days ago Requisition ID: 1201 ABOUT BCI BCI provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, BCI is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Equal Opportunity Employer BCI is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. JOB SUMMARY The Head of Audit is responsible for directing and administering the internal audit function by developing an annual Audit Plan which meets internal auditing and regulatory standards and fulfills objectives established by the Audit Committee. Directs independent internal audits of all Bank, affiliates, subsidiaries and holding company activities to evaluate the adequacy and effectiveness of the system of internal control and operating procedures. Appraises the fairness and reliability of financial records and information for internal management purposes. Determines compliance with laws, regulations and operating procedures. Monitors overall risk management practices established by management and evaluates the adequacy of procedures for safeguarding assets and prevention and detection of loss. Promotes the quality and efficiency of ongoing operations. Has a sense of urgency and works as a team in providing “Best in Class Client Experience”. This position requires the exercise of discretion and independent judgment, within the scope of the individual's authority, with respect to matters of significance to the Bank. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: Works closely in the recruitment and selection process, such as conducting and providing feedback from interviews, recruiting within the budget, identifying opportunities for cost savings and ensuring proper departmental specifics for on-boarding. Provides timely feedback to employees (check-ins, reports, annual evaluations, coaching, and disciplinary action). Development of high potential employees, identifying, providing growth opportunities with training, meeting inclusion, shadowing, etc., in conjunction with the Center for Professional and Organizational Development. Ensuring assignment and accomplishment of goals holding employees accountable, measuring results cross training, and eliciting innovation and process improvement. Maintaining employee motivation, engagement & recognition. Inspiring employee commitment and integrity, modeling cultural values and positive behaviors. Managing over-time control in a timely manner, within the requirements of FLSA standards. Ensuring regulatory excellence in all aspects of employee responsibilities by monitoring regulatory expectations specific to each report and holding employees accountable to their specific regulatory responsibilities. Oversees the internal audit function by establishing overall goals and objectives and setting work standards. Plans and schedules audits of the books, records and operations of the bank, branches, affiliates, subsidiaries and holding company to meet departmental objectives, regulatory requirements, professional standards and objectives of the Audit Committee. Ensures that the allocation of audit staff time provides appropriate audit coverage commensurate with risk exposure. Performs final review of audit work papers prepared by staff auditors to ensure they meet professional standards and support conclusions reached during the field work. Reviews and edits final internal audit reports to management to ensure that findings and recommendations developed during the audits in Corrective Action Plans are communicated appropriately to management and the Audit Committee. Evaluates management responses for adequate corrective action. Coordinates Audit Committee meetings including responsibility for establishing agenda for meetings to ensure that the Committee performs duties that are required by regulatory authorities. Communicates results of internal audit activities to the Audit Committee. Responsible for training, counseling, evaluating performance, making employment, promotion and salary recommendations and supporting and implementing personnel policies for the department. Consults with management as requested on issues of operating procedures, internal controls and risk management. Serves as a non-voting member of various Bank committees including Technology Steering Committee, Trust Administration Committee and Community Reinvestment Act Committee. Works with bank examiners in order to assist with examinations by ensuring that requested information, other than lending, is provided during various examinations. Coordinates management responses to the examination findings as necessary. Coordinates engagement and activities of the independent audit consultants to ensure appropriate coverage to meet regulatory requirements and provide reasonable audit coverage and presents results to the Audit Committee. Coordinates activities with independent external auditors and provides appropriate audit staff support in order to minimize external audit expenses. Completes other duties as required, including, but not limited to: interrelating with fellow employees and/or clients as needed to get the job done, managing the stress of the position (for example, deadline pressures), attending Bank training and/or meetings as required and meeting deadlines. Using good judgment and application of security awareness training when opening emails from unknown senders which can contain malicious software (Phishing, Spear Phishing, Social engineering, etc.); not clicking on a link and contacting the sender by phone or email and/or contacting Technical Services. Assists in identifying BSA/AML/OFAC compliance risk and helps ensure that proper controls, procedures, processes and training are adhered to. Regulatory Excellence: Every employee is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate bank department (e.g. BSA, HR, Legal, Fraud, etc.) Authority in a timely fashion. Maintains confidentiality and keeps a professional demeanor at all times. Maintains compliance with established thresholds for Regulatory Excellence key risk indicators. Attends training and remains current on rules and regulations required to successfully perform the role. COMPLIANCE RESPONSIBILITIES In the performance of their duties, all BCI - Miami Branch staff members are required to comply with all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with the BCI's Personnel Manual and Code of Ethics and other policies of BCI which are either currently in place or which may become effective during the staff member's employment. PRE-HIRE REQUIREMENTS FOR THIS POSITION COMPUTER Ability to operate IBM compatible personal computers; fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and EDUCATION Bachelor's Degree in business, finance or related field required EXPERIENCE 5-7 years of experience with internal auditing or regulatory examination with thorough knowledge of practices, principles and inter-relationships of banking functions and activities. Requires a high level of fact finding, analysis and decision making skills. Excellent oral and written communication skills and interpersonal skills. Must have the ability to effectively deal with changing situations, in addition to recognizing, identifying and interpreting a variety of work such as instructions, forms, and reports. Ability to work and apply mathematical concepts to be able to get the assigned work completed. Required knowledge of regularly operating a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Must be able to remain in a stationary position with occasional movement, and move from one point to another within the assigned facility to go to other offices/ departments, to use office equipment, etc. Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing best-in-class client service. Excellent verbal and written communication skills, including ability to effectively communicate with internal and external clients. Must have the ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. #J-18808-Ljbffr
    $86k-138k yearly est. 3d ago
  • Tax Manager / Senior Manager

    Solid Rock Recruiting LLC

    Portfolio manager job in Miami, FL

    Tax Manager - Public Accounting Firm (Confidential Search) Work Style : Hybrid (flexible in-office schedule) Compensation : $120,000 - $175,000 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
    $120k-175k yearly 5d ago
  • Tax Manager

    Cybercoders 4.3company rating

    Portfolio manager job in Fort Lauderdale, FL

    Job Title: Tax Manager Salary: $120,000 - $150,000+ (DOE) About Us: We are a premier, rapidly expanding local CPA firm with thriving offices in West Palm Beach and Fort Lauderdale. Our reputation is built on providing sophisticated tax and audit solutions to a diverse clientele. We are committed to fostering an environment of professional growth, teamwork, and innovation, offering significant opportunities for advancement. Our firm champions a hybrid work model, typically 3-4 days in-office, balancing collaborative engagement with personal flexibility, allowing our team to deliver exceptional results while maintaining a healthy work-life integration. Position Overview: We are actively seeking an experienced and dynamic Tax Manager to join our leadership team in either our West Palm Beach or Fort Lauderdale office. This is a key management role designed for accomplished, client-focused professionals ready to make a substantial impact. You will leverage your extensive experience and advanced technical skills to oversee complex tax engagements, cultivate strong client relationships, mentor and develop staff, and collaborate directly with our Partners on strategic tax initiatives for a diverse range of clients. This is an outstanding opportunity to elevate your career in a supportive and growth-oriented setting. Key Responsibilities: Serve as a primary point of contact for a portfolio of clients, managing daily interactions, providing expert tax consultation, and ensuring exceptional service delivery that strengthens client loyalty. Lead the preparation and meticulous review of complex federal, state, and local tax returns for various entities including C-Corps, S-Corps, Partnerships, and High Net Worth Individuals. Direct and review sophisticated tax research projects, providing authoritative guidance on intricate tax matters and effectively communicating findings to clients and internal teams. Collaborate closely with firm Partners on strategic client engagements, advanced tax planning opportunities, and the resolution of complex tax issues. Proactively identify, research, and champion the implementation of effective tax planning strategies to optimize client outcomes and ensure robust compliance. Manage, mentor, and develop a dedicated team of 2-4 tax professionals (Staff and Senior Associates), fostering their technical skills, professional acumen, and career growth within the firm. Oversee engagement workflows, ensuring projects are completed on time, within budget, and to the highest standards of quality. Ensure adherence to all professional standards, firm policies, and regulatory requirements, promoting a culture of excellence and integrity. Commit to extended hours during peak tax seasons to meet critical deadlines and exceed client expectations. Required Qualifications: An active CPA license is mandatory for this managerial position within our firm. A Bachelor's degree in Accounting from an accredited institution. A minimum of 5 to 9 years of progressive experience in public accounting, with a strong and demonstrable emphasis on diverse tax matters. Proven experience in managing and supervising a team of at least 2-4 tax staff members (typically Staff and/or Senior Associates), including performance evaluation and development. Comprehensive and in-depth knowledge of current tax laws, regulations, and compliance requirements for Partnerships, S Corporations, C Corporations, and High Net Worth Individuals. Demonstrable expertise in both preparing and thoroughly reviewing a wide array of complex tax returns. Significant experience with multi-state tax issues, planning, and compliance. High proficiency in Microsoft Office Suite (particularly Excel, Word, and Outlook). Hands-on experience with leading tax software platforms (e.g., CCH Axcess/ProSystem fx Tax, Engagement, Fixed Asset systems). Exceptional client management and interpersonal skills, with a proven ability to build trust, rapport, and long-term advisory relationships. Superior written and verbal communication skills, along with robust analytical, problem-solving, and tax research capabilities. A proactive, self-starting approach combined with keen attention to detail and strong organizational and project management skills. Must possess a positive, professional attitude and a steadfast commitment to teamwork, continuous improvement, and delivering excellence. Preferred Qualifications: A Master's degree in Taxation (MST) or an LL.M. in Taxation. Prior experience with a Big 4 or large regional public accounting firm. Working knowledge and practical experience with tax laws and compliance related to Trusts, Gifts, and Estates. Familiarity with ASC 740 (Accounting for Income Taxes) and its application. Experience with client billing processes, practice management software, and general administrative functions related to engagement management. What's in it for You: A highly competitive salary, eligibility for performance-based bonuses, and a comprehensive benefits package. A clear and defined path for career advancement and leadership development within a prestigious and rapidly growing firm. The rewarding opportunity to manage, mentor, and inspire a talented team, directly contributing to their careers and the firm's ongoing success. Direct engagement with firm Partners and meaningful exposure to high-level strategic decision-making and practice development. A supportive, dynamic, and collaborative hybrid work environment (3-4 days in-office) that values work-life integration and employee well-being. Engagement with a diverse and sophisticated client base across various industries, offering intellectually stimulating and professionally rewarding work. A vibrant firm culture that recognizes and rewards dedication, technical expertise, leadership, and a positive contribution to our firm's mission and values. If you are a strategic-minded Tax Manager with a passion for exceptional client service, team leadership, and continuous professional growth, we invite you to apply for this outstanding opportunity to significantly contribute to and grow with our firm.
    $120k-150k yearly 7d ago
  • Senior Tax Manager ASC 740 - Client Strategy Lead

    ACM LLP 4.5company rating

    Portfolio manager job in Miami, FL

    A leading tax service firm located in Miami is seeking a Senior Manager for Core Tax Services with expertise in ASC740. This role is pivotal in advising clients on tax implications while managing their compliance with regulatory requirements. The ideal candidate will have over eight years of experience in tax consulting and compliance, along with the ability to excel in client relationship management. A CPA certification is required, and the firm offers competitive remuneration alongside a supportive work environment. #J-18808-Ljbffr
    $65k-86k yearly est. 3d ago
  • LATAM Finance Control Senior Manager - Drive Financial Excellence

    American President Lines 4.5company rating

    Portfolio manager job in Miami, FL

    A global shipping and logistics company is seeking a Finance Control Senior Manager for the LATAM region. This role involves overseeing financial processes and ensuring compliance with internal controls. Responsibilities include monitoring cost-effectiveness and managing external audits. Candidates should have strong analytical and problem-solving skills, along with a postgraduate degree in finance and substantial experience in financial control and auditing. Fluency in English and Spanish is required, as well as proficiency in Microsoft Office. Expect a dynamic work environment focused on efficiency and team management. #J-18808-Ljbffr
    $70k-92k yearly est. 5d ago
  • Tax Manager

    Super Recruiter LLC

    Portfolio manager job in Miami, FL

    Main Responsibilities Lead the preparation and review of U.S. federal, state, and international tax filings for corporations and partnerships. Manage ASC 740 tax provision calculations and ensure compliance with GAAP and other regulatory standards. Conduct complex tax research, interpret evolving tax laws, and advise on implications for business operations. Partner with cross-functional teams on tax planning strategies, M&A activity, and business structuring. Represent the company during audits and manage communication with tax authorities. Drive continuous process improvements in tax compliance, reporting, and internal controls. Qualifications 6+ years of tax experience, ideally in public accounting and/or corporate tax departments. Deep knowledge of U.S. federal and state income tax laws, GAAP, and ASC 740. Experience with corporate, partnership, and/or international tax compliance and planning. CPA or MST strongly preferred. Strong research, documentation, and presentation skills. Bachelor's degree in Accounting, Finance, or a related field. #J-18808-Ljbffr
    $71k-101k yearly est. 3d ago
  • Finance Manager

    Hublot

    Portfolio manager job in Miami, FL

    The Finance Manager is a key business partner responsible for driving financial performance, governance, and strategic insight across Hublot North America (United States & Canada - two legal entities). Reporting to the VP Finance, this role works closely with the Hublot President, ComEx, and cross-functional leaders to support commercial decision-making, ensure financial discipline, and strengthen forecasting, reporting, and internal controls. The role includes direct management of two team member. ESSENTIAL JOB FUNCTIONS Financial Leadership & Business Partnering Act as a strategic finance partner to senior leadership, supporting commercial and operational decision-making Provide clear financial insights on sales performance, profitability, cost structure, and key business drivers Translate financial data into actionable recommendations for management and departments Financial Reporting & Performance Management Own the monthly financial close and reporting cycle, including P&L, balance sheet, cash, and CAPEX Ensure accuracy, consistency, and compliance of financial statements in close coordination with Accounting Lead monthly performance reviews, including variance analysis versus budget and forecast Design, monitor, and report on key KPIs (e.g. sales turnover, DSO, inventory, freight costs) Budgeting, Forecasting & Planning Lead the preparation and consolidation of annual budgets and quarterly forecasts (four cycles per year) Support medium-term financial planning and scenario analysis aligned with business priorities Ensure timely delivery of all financial deadlines and corporate reporting requirements Internal Control, Compliance & Governance Support internal control frameworks and audits, including ERICA process and expense management controls (Concur) Ensure compliance with internal policies and procedures across all departments Act as finance lead for Retail operations, including coordination with Adyen, access rights management, and audit support Systems, Processes & Efficiency Drive continuous improvement of financial processes, reporting tools, and closing timelines Partner with Finance and IT teams to enhance data quality, automation, and system efficiency Contribute to the evolution of reporting and planning tools (SAP, Power BI, etc.) CAPEX Management Prepare and submit CAPEX requests in line with Group governance Track CAPEX execution, approvals, and post-investment follow-up People Management Manage and develop one direct report, including objective setting, performance evaluation, and professional development Ad-hoc Analysis Deliver ad-hoc financial analyses and presentations for senior management and HQ as required PROFILE & EXPERIENCE Bachelor's degree in Finance, Accounting, or equivalent 6+ years of experience in finance, controlling, FP&A, or audit within an international environment Strong knowledge of financial planning, controlling, and reporting standards Proven experience working with ERP and BI tools (SAP, Power BI, or similar) Advanced proficiency in Excel Experience in retail and/or wholesale environments strongly preferred Strong analytical skills with the ability to synthesize complex information Excellent communication and stakeholder management skills Ability to operate autonomously in a fast-paced, evolving organization High level of integrity, rigor, and attention to detail Motivation to grow within Hublot and the LVMH Group
    $59k-90k yearly est. 2d ago
  • Portfolio Manager

    Atto Trading Technologies

    Portfolio manager job in Miami, FL

    About Us Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in cash equities and futures. We are building a global, diverse team, with experts in trading, statistics, engineering, and technology to trade global markets. Our disciplined approach combined with rapid market feedback allows us to quickly turn ideas into profit. Our environment of learning & collaboration allows us to solve the world's hardest problems, together. As a small firm, we remain nimble and hold ourselves to the highest standards of integrity, ingenuity, and effort. Responsibilities Develop quantitative strategies with a minimum annual PNL of $2MM USD, Sharpe of 5, and an ROC of >= 75% Manage all aspects of developing and managing the strategies, given the firm-provided platform and infrastructure Requirements Bachelor or higher degree in a quantitative discipline (Computer Science, Math, Physics) Strategy with a proven track record of recent and consistent production performance Deep understanding of strategies and research process Self-driven If applying individually, you must know C++. If applying as a team, at least 1 member needs to be proficient in C++. Please include your strategy performance data and business plan, and some metrics. Description of strategies (and/or research without any IP sensitive details). Strategy history: idea, research, simulation, production. Your current position and experience. If you are applying together as a team, what will everyone contribute? What will you need to hire out or use firm resources for? Recommended metrics: Capital requirements, leverage, and book size ROC Average Daily PNL Max Drawdown Sharpe Holding Period Potential Capacity Benefits Formulaic bonus payout based on P&L, Expenses, Sharpe, and ROC Location-specific base and benefits
    $65k-114k yearly est. Auto-Apply 60d+ ago
  • Tax Senior / Manager / Senior Manager / Director Asset Management

    Catalyst Labs

    Portfolio manager job in Miami, FL

    We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting. Key Responsibilities: Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry Review and prepare U.S. tax returns and forms including but not limited to: Form 1065, Form 1120, Form 1120-F, Form 1040-NR Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621 FATCA and CRS-related reporting Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules Advise on fund formation, investment structuring, and exit planning Liaise with clients, legal counsel, auditors, and tax authorities as needed Supervise and mentor junior staff, and manage project timelines and deliverables Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore Qualifications: CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients Strong technical knowledge of U.S. federal income tax and cross-border taxation matters Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset Excellent interpersonal and project management skills What the Role Offers: Relocation support, including accommodation, transportation, and flights for the candidate and their family. Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents. Tax-free or low-tax jurisdiction employment Exposure to top-tier global clients and complex international tax issues Opportunity to live and work in premier financial hubs with high quality of life Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.
    $50k-98k yearly est. 60d+ ago
  • Tax Senior Manager, ASC740

    ACM LLP 4.5company rating

    Portfolio manager job in Miami, FL

    The Core Tax Services ("CTS") Senior Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Core Tax Services Senior Manager will be involved in the marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Job Duties Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM") Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Communicates with client and Assurance any issues identified in tax accrual reviews Plans and reviews the tax process and the procedures to be performed to include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out-of-scope activity and communication to client Timely collection of A/R Manages client relationships/expectations in accordance with the project Provides advice to clients in a timely manner Research Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis Involves firm specialists, as appropriate ASC 740 (fka FAS 109 and FIN 48) Tax Accruals Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740 Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740 Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates Reviews tax provisions- applies in depth knowledge of ASC 740 Reviews prepared workpapers Utilizes and manages Specialized Tax Services ("STS"), as needed Tax Consulting Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes Considers the applicability of CTS and STS consulting specialties for each client Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client Serves as a technical resource Ensures client service teams comply with Firm policy; regarding Written Tax Advice ("WTA", Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists May train and mentor managers/ seniors/associates on ASC 740 Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits Consistently makes suggestions as to how previous work products or approaches can be improved May lead marketing campaigns, if applicable to role Presents complex strategies to clients and prospective clients Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740 Other duties as required Supervisory Responsibilities Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities Education Bachelors degree in Accounting or Taxation, required Masters degree in Accounting or Taxation, preferred Experience Eight (8) or more years of prior experience, required Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required Prior supervisory experience, required License/Certifications CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required Software Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred Language N/A Other Knowledge, Skills & Abilities Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Ability to work well in a team environment Able to develop and manage a team of tax professionals Ability to compose written tax advice Ability to effectively develop and maintain client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $180,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $150,000 - $190,000 Washington DC Range: $162,000 - $190,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations 100 SE 2nd St., Miami, FL, 33131, US 515 E Las Olas Blvd, Fort Lauderdale, FL, 33301, US #J-18808-Ljbffr
    $65k-86k yearly est. 3d ago
  • LATAM Finance Control Senior Manager - Drive Financial Excellence

    American President Lines 4.5company rating

    Portfolio manager job in Miami, FL

    A global leader in shipping and logistics is seeking a Finance Control Senior Manager for the LATAM region. This role will oversee financial processes and ensure compliance with group standards. Key responsibilities include monitoring cost-effectiveness, managing audits, and developing finance teams. Ideal candidates possess a post-graduate degree in Finance, with significant experience in finance and external audit. Proficiency in English and Spanish, along with analytical skills, are essential for success. #J-18808-Ljbffr
    $70k-92k yearly est. 5d ago
  • Portfolio Manager

    Atto Trading Technologies

    Portfolio manager job in Miami, FL

    Job Description About Us Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in cash equities and futures. We are building a global, diverse team, with experts in trading, statistics, engineering, and technology to trade global markets. Our disciplined approach combined with rapid market feedback allows us to quickly turn ideas into profit. Our environment of learning & collaboration allows us to solve the world's hardest problems, together. As a small firm, we remain nimble and hold ourselves to the highest standards of integrity, ingenuity, and effort. Responsibilities Develop quantitative strategies with a minimum annual PNL of $2MM USD, Sharpe of 5, and an ROC of >= 75% Manage all aspects of developing and managing the strategies, given the firm-provided platform and infrastructure Requirements Bachelor or higher degree in a quantitative discipline (Computer Science, Math, Physics) Strategy with a proven track record of recent and consistent production performance Deep understanding of strategies and research process Self-driven If applying individually, you must know C++. If applying as a team, at least 1 member needs to be proficient in C++. Please include your strategy performance data and business plan, and some metrics. Description of strategies (and/or research without any IP sensitive details). Strategy history: idea, research, simulation, production. Your current position and experience. If you are applying together as a team, what will everyone contribute? What will you need to hire out or use firm resources for? Recommended metrics: Capital requirements, leverage, and book size ROC Average Daily PNL Max Drawdown Sharpe Holding Period Potential Capacity Benefits Formulaic bonus payout based on P&L, Expenses, Sharpe, and ROC Location-specific base and benefits
    $65k-114k yearly est. 19d ago
  • Group Portfolio Manager -Commercial Banking -Miami, FL

    Fintrust Connect

    Portfolio manager job in Miami, FL

    Join one of North Americas leading relationship-focused banks, where you'll oversee a diverse credit portfolio centered on sponsor finance, private equity backed borrowers, and complex capital structures. This role is ideal for a senior credit leader looking to shape portfolio strategy, drive execution, and mentor high-performing analysts. Why this opportunity? Culture: Inclusive, performance-driven, and credit-disciplined Workplace: Hybrid (4 days on-site / 1 day remote) Function: Lead credit strategy, underwriting oversight, and sponsor deal structuring Requirements: 10+ years of experience in commercial credit underwriting or sponsor finance Bachelor's degree in Finance, Economics, or related field Advanced skills in financial modeling, deal structuring, and regulatory compliance Proficiency with Moodys Risk Analyst, CapitalIQ, FactSet, Excel Deep knowledge of leveraged buyouts, acquisition financing, and syndicated loans Description: Manage a complex credit portfolio of private equity sponsored clients and middle-market borrowers Structure and evaluate deals from origination to execution Drive credit reviews, policy adherence, and risk assessment in alignment with internal governance Present recommendations to credit committees and senior leadership Lead junior credit talent development and internal training Collaborate across relationship teams, risk functions, and client stakeholders Enhance processes for credit approval, monitoring, and reporting
    $65k-114k yearly est. 60d+ ago
  • Portfolio Manager

    First Horizon Corp 3.9company rating

    Portfolio manager job in Boca Raton, FL

    Location: On site in Palm Beach, FL, Delray Beach, FL, Palm Beach, FL, Boca Raton, FL, or Fort Lauderdale, FL The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Essential Duties and Responsibilities * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits. * Assist in the pricing and structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyze specific industry trend data to identify potential areas of risk. * Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications: * Bachelor's degree in business, finance, accounting or equivalent work experience * 2 years experience required; 2 - 4 years preferred * Strong analytical abilities, credit underwriting skills * Goal oriented, ability to take initiative using strong problem-solving skills * Strong relationship building and interpersonal skills * Accurate grammar, typing, and spelling skills * Strong organizational skills * Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $78k-103k yearly est. 41d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Miami Lakes, FL?

The average portfolio manager in Miami Lakes, FL earns between $50,000 and $148,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Miami Lakes, FL

$86,000
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