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Portfolio manager jobs in Michigan - 610 jobs

  • Chief Investment Officer

    Lamwork

    Portfolio manager job in Michigan

    WHAT DOES A CHIEF INVESTMENT OFFICER DO? Published: May 28, 2025 - The Chief Investment Officer is responsible for directing the company's investment strategy, overseeing a team of managers and analysts, and ensuring compliance, efficiency, and alignment with regulatory standards. This position leads the sourcing, evaluation, and execution of late-stage private investment opportunities, while guiding transaction processes and presenting proposals to the Investment Committee. This role monitors portfolio performance, interprets financial data, and delivers strategic recommendations to enhance fund returns and support business growth. A Review of Professional Skills and Functions for Chief Investment Officer Investment Oversight: Oversee and be responsible for the dedicated investment function of the company Team Management: Manage and navigate a team of Investment Managers, analysts, and external providers Cross-Functional: Partner with the investment operations, share sourcing, marketing, and sales teams to support the growth of the company's AUM, operational efficiency, compliance, and financial reporting Performance Monitoring: Monitor the performance of the various portfolios, and ensure that all investment activities adhere to financial industry regulations, conducting audits to prevent fraud and avoid risks Business Development: Business development with the objective to build a strong pipeline of potential investment opportunities in late-stage private companies Deal Leadership: Provide leadership, source and execute investment opportunities, lead due diligence, direct transaction team and coordinate transaction execution and closing in partnership with other functional teams Proposal Presentation: Oversee creation, then present investment proposals to the Investment Committee Financial Assessment: Assess and interpret complex financial information, making recommendations based on experience, risk assessment, and ensure execution Briefing Review: Critically review financial briefings (often written by investment analysts) and make improvement suggestions for accessibility, marketing, and assessment purposes Fund Management: Make informed financial recommendations, monitor the performance of the Investment Fund, analyze, report and make adjustment recommendations 3. Chief Investment Officer Responsibilities Program Direction: Directs the firm's investment programs Project Management: Manages all investment-related projects and initiatives Account Oversight: Oversees the trading and rebalancing of client accounts Security Research: Researches and evaluates a wide range of investment securities, including equities, fixed income, private equity, and private placements Portfolio Management: Creates and manages in-house model portfolios Client Engagement: Participates in client/prospect meetings on a regular basis Plan Development: Develop the customized and comprehensive personal investment plans Financial Planning: Works with clients to develop customized financial plans and service them Team Consultation: Consult with the team on complex investment planning scenarios Business Development: Active in investment areas including research and acquisition of new business 4. Chief Investment Officer Job Summary Vision Leadership: Establish a clear vision and strategic pathway for the stabilization and growth of the State YMCA of Michigan Relationship Building: Demonstrate maturity, empathy, and understanding to cultivate genuine relationships with a diverse range of staff and participants who come from all over the world, long-time funders, and board members Culture Development: Leverage the enthusiasm and passion for the organization's history, mission, and services that result in the development of a culture of mutual respect and cross-program collaboration Spokesperson Role: Serve as an effective and visible spokesperson for the State YMCA of Michigan, effectively articulating the organization's history, mission, and programs Community Engagement: Foster and strengthen relationships with alumni, campers and Youth in Government participants, camper families, community neighbors, and partners Staff Leadership: Provide leadership and direction to all staff and ensure the continued development and management of the organization Conflict Management: Offer decisive and robust management skills and have the ability to lead through conflict and adversity successfully Team Motivation: Motivate and maintain a cohesive staff, ensuring that there is strong internal communication and coordination Recruitment Management: Recruit new staff when appropriate, and evaluate performance Fundraising Strategy: Revenue Generation and Fund Development Financial Growth: Maintain and expand the financial strength of the organization through capital and operational fundraising and other revenue-generating activities Marketing Implementation: Implement marketing and other attraction strategies to increase enrollment in the camps and other youth activities 5. Chief Investment Officer Functions Fundraising Expertise: Demonstrate extensive nonprofit fundraising experience, including major gift solicitations, event planning, annual fund and direct mail campaigns, and corporate and foundation grants Endowment Growth: Substantially grow the endowment over time to better position the organization to weather future unexpected storms Board Relations: Cultivate a strong and transparent working relationship with the Board of Directors and the Branch Boards, and ensure open communication about the measurement of financial, programmatic, and impact performance against stated milestones and goals Strategic Collaboration: Collaborate with the board to develop, refine, and implement an organizational strategic plan Board Recruitment: Work with the board to identify and help recruit new board members who will add diversity to the board and whose talents, interests, and commitment will help to further the State YMCA of Michigan's mission Financial Oversight: Oversee the organization's fiscal health and integrity by developing long- and short-range financial plans and annual budgets, disseminate regular financial statements that informatively describe the financial condition of the organization, and ensure sound financial controls Decision Making: Establish effective decision-making processes that will enable the organization to achieve its goals and objectives Program Development: Work with staff and volunteers to build and advance programming, including the development of new program ideas and facilitation of current programs to work more effectively together and create organizational efficiencies Risk Management: Oversee organizational risk management, including personal safety of campers, youth, and staff Facility Maintenance: Maintenance and repair of facilities and other fixed assets, and general and professional liability #J-18808-Ljbffr
    $100k-166k yearly est. 3d ago
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  • ServiceNow - Strategic Portfolio Management (SPM) Manager - Tech Cons - Open Location

    EY 4.7company rating

    Portfolio manager job in Southfield, MI

    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 ************************** .
    $171.2k-297.2k yearly 33d ago
  • Portfolio Manager, Supplier Excellence

    Republic National Distributing Company

    Portfolio manager job in Livonia, MI

    Republic National Distributing Company (RNDC) is a family-owned business with roots extending before Prohibition that has evolved into one of the nation's largest wine and spirits wholesalers. Our success is grounded in our core values of Family, Service, Accountability, Honesty, and Professionalism. We offer a vibrant, inclusive culture and workplace experience for individuals who want a career that makes them feel accomplished and engaged. RNDC values the health and well-being of our associates, inside and outside the office, offering dynamic health and wellness benefits that supply exceptional care and value. RNDC is geared toward growing our footprint and our people. Join our team of energetic professionals who believe in many happy hours and are experts in our craft. Summary The Portfolio Manager of Supplier Excellence is responsible for delivering mutually beneficial needs and driving results for RNDC, our customers and our supplier partners through regular collaboration and ongoing communication that optimizes states sales execution. Accountable for driving execution of the supplier's commercial strategy, programming and P&L with the responsibility to grow supplier and RNDC revenue and profitability. Responsible for driving and tracking key supplier programs, initiatives, and strategies to ensure strong performance and execution of goals. In this role, you will * Ensures compliance of supplier agreements through regular audit and analysis of activity in the market. * Owns full Supplier P&L, responsible for maximizing top line revenue by developing strategies to grow business with portfolio of suppliers as well as maintaining bottom line profitability and optimal mix, SKU, and brand line ups for the geography. * Responsible for translating, optimizing, and enabling supplier strategy and initiatives across all RNDC functions and footprints. * Consults with supply chain team, purchasing, demand planners and centralized buying teams to optimize inventory levels within the state, adhere to mutually agreed upon days on hand and deliver accurate forecasting models that serve to deliver supplier annual operating plans. * Responsible for owning supplier based commercial plans / AOPs, new item set ups and launches including setting targets and goals for suppliers; provide guidance and direction for the commercial planning process to ensure execution in the geography. * Aligns with supplier and state sales leadership in program development, delivery and execution. Develops, leads and cascades supplier programs, goals, KPIs and other key initiatives. Drives commercial programming for supplier portfolio. * Facilitates seamless communication across RNDC Network of teams, inclusive of state sale leadership, national accounts, supply chain and sales finance. * Reviews and analyzes brands for opportunities for sales and profits, responsible for identifying and developing high growth potential suppliers / brands and drive out under-performing brands and SKU's. * Maintain fluency on industry trends, regulations, and best practices; attends key industry conferences / meetings to represent RNDC and continue to build strategic relationships and make an impact with current and new suppliers. * Leads special projects and supplier initiatives that drive mutually beneficial needs for RNDC, the supplier portfolio and all internal channels. What you bring to RNDC * Five or more years of related experience with an alcoholic beverage wholesaler or supplier and/or training; or equivalent combination of education and experience. What's in it for you * 401(k) with company matching * Medical, dental and vision benefits* * Paid Time Off Program - work your way up to 5 weeks of PTO a year with the ability to carryover unused PTO * Paid volunteer time * Paid parental leave * Paid caregivers leave * Fertility benefits * Paid training * Company paid life insurance, short-term disability, and company-paid holidays * Associate resource groups, and diversity, equity, and inclusion programs available for all associates * Participation in these programs is subject to applicable wait periods and all plan and program terms and eligibility COVID-19 considerations: We follow CDC Guidelines and have a fun and safe environment for our teams. Bonus if you bring * Bachelor's degree from four-year college or university preferred; Republic National Distributing Company and National Distributing Company are Equal Opportunity/Affirmative Action employers. It is our policy not to discriminate against any Employee or Applicant. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. This policy of nondiscrimination in employment includes but is not limited to: recruitment, hiring, placement, promotion, transfer, employment advertising or solicitations, compensation, layoff or termination of employment. RNDC is committed to providing reasonable accommodation to people with disabilities throughout the job application and interview process, to the point of undue hardship. If you require an accommodation during the application or interview process, please click here. Nearest Major Market: Livonia Nearest Secondary Market: Detroit
    $77k-139k yearly est. Auto-Apply 60d+ ago
  • Portfolio Strategy Manager

    Eaton Corporation 4.7company rating

    Portfolio manager job in Southfield, MI

    Eaton's Mobility Group is seeking a Manager to lead Portfolio Strategy. This position could be based in Southfield, MI or Beachwood, OH. Travel is expected to be around 25%. Candidates must be local to these locations as relocation assistance is not available. The expected annual salary range for this role is $146000 - $215000 a year. This position is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. **What you'll do:** In this role, you will research, evaluate, and execute strategic growth opportunities for the Mobility Group. You will support the enterprise's ambition to achieve $6B in sales by 2030 at over 20% return on sales, leveraging macro trends and the Mobility Group's capabilities. You will lead high-priority projects, such as partnerships, mergers and acquisitions, joint ventures, market- or product- entry or exit options, and assess adjacent spaces for expansion. Key Responsibilities: - Evaluate the existing portfolio and identify value creation opportunities, both organic and inorganic. - Research and identify inorganic growth opportunities, including acquisitions, partnerships, and joint ventures. - Build and actively manage a robust pipeline of potential acquisition targets and strategic partners. - Execute strategic growth opportunities, including financial modeling for base and synergy cases, due diligence, contractual negotiations, transactional requirements, and integration and post-close planning. - Collaborate with segment leaders, product line directors, and corporate development to align on strategic priorities and deal rationale. - Monitor emerging markets, macroeconomic trends, and technological advancements to inform business development strategy. - Report on the performance of business development initiatives and targets. - Lead or participate in special projects and cross-functional initiatives to drive continuous improvement and growth. **Qualifications:** **Basic Qualifications:** - Bachelor's degree in business, finance, or a related field. - Minimum of 10 years of professional experience in finance. - Experience with complex financial modeling, valuations, DCF, and cost accounting. - For candidates in the US: Eaton will not consider applicants for employment immigration sponsorship or support for this position. This includes no support for CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. **Preferred:** - MBA or executive business education preferred, from an accredited institution. - Experience in roles in business development, management consulting, investment banking, or corporate strategy (including M&A, partnership development, and strategic planning). - Leadership experience requiring influence without authority-such as experience in corporate, functional, sector, or other enterprise roles. - Automotive industry experience preferred. **Position Criteria:** - Strong analytical skills, including expertise in financial modeling and market analysis. - Proven experience in leading cross-functional teams and managing complex projects. - Excellent communication abilities and strong stakeholder management skills. - Demonstrated ability to thrive in a fast-paced, global, and matrixed environment. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here (********************************************* for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $146k-215k yearly 5d ago
  • Commercial Portfolio Manager

    Chair of Community Financial Credit Union

    Portfolio manager job in Plymouth, MI

    Who We Are: At Community Financial Credit Union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products. We've been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve. About the role: The Commercial Portfolio Manager is responsible for managing and servicing a portfolio of commercial loans. This position monitors and analyzes credit quality and loan exposure for their assigned commercial loan portfolio. The Commercial Portfolio Manager performs credit analysis and annual reviews, while assisting Commercial Credit Analysts on complex loan transactions as needed. In collaboration with the Commercial and the Business Experience teams, the Commercial Portfolio Manager is responsible for maintaining financial statement collection compliance within a tolerance level, keeping matured loans to a minimum, assisting in loan collection by proactively reducing delinquent loans through collection efforts when necessary. This position has a starting hourly rate of $39.57 , but your offer amount may be increased with relevant work experience and transferable skills. A Day in the life of a Commercial Portfolio Manager can look like: Monitor the credit performance of assigned commercial loan portfolios. Coordinate with servicers and Business Relationship Officers on modifications, financial ticklers, covenants, and documenting & tracking annual reviews. Perform annual reviews as required. Collect and review financial statements, tax returns, rent rolls, personal financial statements, loan document exceptions, and other documents as required by annual reporting policy. Monitor upcoming renewals. Prepare loan modifications and servicing action requests for approval. Obtain and review legal documents to ensure that renewals and modifications are properly documented and closed timely. Limit the credit union's risk of losses by monitoring the quality of the loan portfolio and keeping management informed of potential losses, trends, and compliance problems. Perform commercial underwriting when needed and prepare credit memorandums on new requests and annual reviews. Loan types include construction & development loans, commercial real estate loans, term loans, line of credit, business acquisition loans, accounts receivable loans, letters of credit, unsecured loans and lines, business credit cards, and loans carrying the Small Business Administration guaranty. What you bring to the table: High school diploma or equivalent. 5 years of experience in Commercial Lending as a Credit Analyst, Underwriting Specialist, Portfolio Manager, or Relationship Manager. 3 years of construction and development experience as it relates to portfolio management. 2 years of experience in a position that includes member contact and communications. Experience in identifying, addressing, and negotiating risky situations. This includes knowing when to elevate them to the appropriate individuals. Working knowledge of the financial services industry, financial products, and federal & state banking regulations. Advanced knowledge of commercial loan structuring, underwriting, credit, and documentation. Strong knowledge of loan agreements, assumptions, accounting, loan structuring, and collateral procedures. Thorough understanding of risks (such as the market, rates, and leverage) related to the lending process. Proficiency using Excel, Word, and PowerPoint. You might also have: Bachelor's degree. Formal credit training. We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity. As a team member of Community Financial, you'll enjoy: Comprehensive medical, dental, and vision plans Four weeks of PTO for all full-time team members Up to 12-weeks paid paternity/maternity leave Lifestyle Accounts to help with your personal wellbeing Family Health Benefits Paid time off to observe all Federal Holidays Flexible work options, including flex scheduling and work from home for many positions A generous 401k match Numerous employee engagement activities Community Resource Groups Paid time off for occasions such as volunteering, caregiving, and family events Contact/application information: If this description appeals to you, please submit an application! A member of CFCU's Talent Acquisition Team will be in contact with you shortly! Equal Employment Opportunity Policy: Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws. Disclaimer: This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward. Please note that Community Financial Credit Union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
    $39.6 hourly Auto-Apply 40d ago
  • Commercial Portfolio Manager

    Community Financial Credit Union 3.6company rating

    Portfolio manager job in Plymouth, MI

    Who We Are: At Community Financial Credit Union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products. We've been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve. About the role: The Commercial Portfolio Manager is responsible for managing and servicing a portfolio of commercial loans. This position monitors and analyzes credit quality and loan exposure for their assigned commercial loan portfolio. The Commercial Portfolio Manager performs credit analysis and annual reviews, while assisting Commercial Credit Analysts on complex loan transactions as needed. In collaboration with the Commercial and the Business Experience teams, the Commercial Portfolio Manager is responsible for maintaining financial statement collection compliance within a tolerance level, keeping matured loans to a minimum, assisting in loan collection by proactively reducing delinquent loans through collection efforts when necessary. This position has a starting hourly rate of $39.57 , but your offer amount may be increased with relevant work experience and transferable skills. A Day in the life of a Commercial Portfolio Manager can look like: Monitor the credit performance of assigned commercial loan portfolios. Coordinate with servicers and Business Relationship Officers on modifications, financial ticklers, covenants, and documenting & tracking annual reviews. Perform annual reviews as required. Collect and review financial statements, tax returns, rent rolls, personal financial statements, loan document exceptions, and other documents as required by annual reporting policy. Monitor upcoming renewals. Prepare loan modifications and servicing action requests for approval. Obtain and review legal documents to ensure that renewals and modifications are properly documented and closed timely. Limit the credit union's risk of losses by monitoring the quality of the loan portfolio and keeping management informed of potential losses, trends, and compliance problems. Perform commercial underwriting when needed and prepare credit memorandums on new requests and annual reviews. Loan types include construction & development loans, commercial real estate loans, term loans, line of credit, business acquisition loans, accounts receivable loans, letters of credit, unsecured loans and lines, business credit cards, and loans carrying the Small Business Administration guaranty. What you bring to the table: High school diploma or equivalent. 5 years of experience in Commercial Lending as a Credit Analyst, Underwriting Specialist, Portfolio Manager, or Relationship Manager. 3 years of construction and development experience as it relates to portfolio management. 2 years of experience in a position that includes member contact and communications. Experience in identifying, addressing, and negotiating risky situations. This includes knowing when to elevate them to the appropriate individuals. Working knowledge of the financial services industry, financial products, and federal & state banking regulations. Advanced knowledge of commercial loan structuring, underwriting, credit, and documentation. Strong knowledge of loan agreements, assumptions, accounting, loan structuring, and collateral procedures. Thorough understanding of risks (such as the market, rates, and leverage) related to the lending process. Proficiency using Excel, Word, and PowerPoint. You might also have: Bachelor's degree. Formal credit training. We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity. As a team member of Community Financial, you'll enjoy: Comprehensive medical, dental, and vision plans Four weeks of PTO for all full-time team members Up to 12-weeks paid paternity/maternity leave Lifestyle Accounts to help with your personal wellbeing Family Health Benefits Paid time off to observe all Federal Holidays Flexible work options, including flex scheduling and work from home for many positions A generous 401k match Numerous employee engagement activities Community Resource Groups Paid time off for occasions such as volunteering, caregiving, and family events Contact/application information: If this description appeals to you, please submit an application! A member of CFCU's Talent Acquisition Team will be in contact with you shortly! Equal Employment Opportunity Policy: Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws. Disclaimer: This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward. Please note that Community Financial Credit Union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
    $39.6 hourly Auto-Apply 40d ago
  • Tax Senior / Manager / Senior Manager / Director Asset Management

    Catalyst Labs

    Portfolio manager job in Michigan

    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.
    $77k-137k yearly est. 60d+ ago
  • Wealth and Investment Portfolio Manager III

    Huntington 4.4company rating

    Portfolio manager job in Birmingham, MI

    Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications: Bachelors Degree 5 or more years of Investments/Analyst experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $90k-122k yearly est. Auto-Apply 7d ago
  • Manager, Global Agency Management

    Ford Motor Company 4.7company rating

    Portfolio manager job in Dearborn, MI

    We are the movers of the world and the makers of the future. We get up every day, roll up our sleeves and build a better world -- together. At Ford, we're all a part of something bigger than ourselves. Are you ready to change the way the world moves? Our Marketing, Sales & Service organization advances the Ford reputation as a visionary vehicle and mobility services company and helps deliver a trusted customer experience. Use your marketing, sales and service expertise to turn data-driven insights into innovative solutions that enhance sales and customer loyalty. Join us and be the eyes, ears and voice of Ford. Strategically manage the governance and processes related to Ford's global marketing communications agency partnerships. Contribute towards building a best-in-class agency ecosystem that drives innovation, maximizes effectiveness and efficiency, and transforms governance. Act as a center of excellence in all marketing communications agency relationships by providing a strategic framework, process discipline, tools and industry expertise. Effectively manage our Global Agency partnerships to design and build a best-in-class agency ecosystem that drives innovation, attracts talent and maximizes effectiveness and efficiencies across the Enterprise. Ensure we maintain industry leading governance and processes related to our agency network. Incubate and then deliver innovative ideas that transform agency governance in support of the marketing team. Manager, Global Agency Management * Agency Process and Operations * Govern all agency processes and operations related to over $2 billion in agency spend annually (Media/Production/Fee/OOP). * Assist global marketing operations governance in implementing any agency-related updates to Integrated Marketing Flow (IMF). * Ensure all processes are reviewed, updated, socialized, implementedand made available on the GAMT SharePoint. * Conduct global agency management education & training program for both internal/Ford and external/agency personnel on all Global Agency Management topics/issues. * Responsible for onboarding new agencies and maintaining the New Agency/Partner Checklist which includes all cross-functional teams to ensure a full immersion to Ford processes. * Manage all Agency Transitions with a robust 30-, 60- and 90-day plan including governance, communications, team and setup, briefings, immersions, incumbent handoff, scopes of work and all legal/process compliance: * Contract and Governance * Lead the development and implementation of standards and guidelines of the Global Agency Services Agreement (ASA) contract negotiation, including review of any deviations. * Consult with IT and Legal on all digital advertising related data privacy, security and controls issues. * Manage the Agency engagement and change policies, ensuring we have a robust and proactively managed agency roster along with leadership review and alignment. * Agency Management Tools & Technology * Provide business requirements and ensure consistent usage of agency management technology. * Audits * Develop and maintain a strong relationship with Ford General Auditor's Office (GAO) and Internal Control Operations (ICO) to ensure we are part of the annual audit planning. * Develop and maintain strong relationship with Ford General Auditors Office (GAO) and Internal Control Operations (ICO) to ensure we are part of the annual audit planning. * Manage and/or assist in all Global agency audits, including Internal Controls Review Program, Contract Governance support, GAO Audits (business compliance, business-managed IT audits) financial audits. * Manage independent third-party audits - including media and production. * Benchmarking and Innovation: participate in networking and industry committees to drive benchmarking and learning of best practices. * Production: Support the Product Information and Compliance processes. * Agency Process and Operations * Govern all agency processes and operations related to over $2 billion in agency spend annually (Media/Production/Fee/OOP). * Assist global marketing operations governance in implementing any agency-related updates to Integrated Marketing Flow (IMF). * Ensure all processes are reviewed, updated, socialized, implementedand made available on the GAMT SharePoint. * Conduct global agency management education & training program for both internal/Ford and external/agency personnel on all Global Agency Management topics/issues. * Responsible for onboarding new agencies and maintaining the New Agency/Partner Checklist which includes all cross-functional teams to ensure a full immersion to Ford processes. * Manage all Agency Transitions with a robust 30-, 60- and 90-day plan including governance, communications, team and setup, briefings, immersions, incumbent handoff, scopes of work and all legal/process compliance: * Contract and Governance * Lead the development and implementation of standards and guidelines of the Global Agency Services Agreement (ASA) contract negotiation, including review of any deviations. * Consult with IT and Legal on all digital advertising related data privacy, security and controls issues. * Manage the Agency engagement and change policies, ensuring we have a robust and proactively managed agency roster along with leadership review and alignment. * Agency Management Tools & Technology * Provide business requirements and ensure consistent usage of agency management technology. * Audits * Develop and maintain a strong relationship with Ford General Auditor's Office (GAO) and Internal Control Operations (ICO) to ensure we are part of the annual audit planning. * Develop and maintain strong relationship with Ford General Auditors Office (GAO) and Internal Control Operations (ICO) to ensure we are part of the annual audit planning. * Manage and/or assist in all Global agency audits, including Internal Controls Review Program, Contract Governance support, GAO Audits (business compliance, business-managed IT audits) financial audits. * Manage independent third-party audits - including media and production. * Benchmarking and Innovation: participate in networking and industry committees to drive benchmarking and learning of best practices. * Production: Support the Product Information and Compliance processes.
    $125k-163k yearly est. Auto-Apply 13d ago
  • Portfolio Manager Team Lead, Commercial Banking

    Wintrust Financial 4.9company rating

    Portfolio manager job in Holland, MI

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why Join Us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours Promote from within culture The Portfolio Manager Team Lead, Commercial Banking manages the administration of a sizable commercial banking portfolio and supports commercial banking teams in new business initiatives, accomplishing these objectives through the supervision of a team of Portfolio Managers and Credit Analysts with varying experience levels. The typical portfolio will consist of all types of commercial loans including lines of credit, term notes, and commercial mortgages with an aggregate portfolio balance of $500MM plus. What You'll Do Primary responsibilities include assignment, management, and prioritization of ongoing workflow, mentoring Portfolio Managers and Credit Analysts by auditing work products and providing feedback, while contributing to the organizational development of employees through 1:1 interactions, active career planning and mentorship, and delivery of timely and accurate feedback Serve as the liaison with assigned commercial banking teams assuring new business activities are prioritized while portfolio management responsibilities (renewals, annual reviews, covenant testing, reporting exceptions, documentation exceptions, etc.) are managed in accordance with bank policies Directly manage a small portfolio of the most complex and important accounts. Direct portfolio management responsibilities include gathering, analyzing and testing all business and personal financial data collected for the purpose of monitoring the loan relationship while performing portfolio management tasks including the underwriting of annual reviews and renewals, completing covenant testing verifications, managing reporting and documentation exceptions, and ensuring the loan portfolio is accurately risk rated Review credit approval presentations of the Portfolio Managers and Credit Analysts, focusing on the accuracy of the data and analysis, ensuring all risks are identified and mitigated, and ensuring a structure is in place to appropriately govern the credit based on the risk profile Provide a layer of quality control in the underwriting process by reviewing work and providing feedback to Portfolio Managers and Credit Analysts to ensure underwriting documents are comprehensive and accurate prior to review by their supervisor Primary point of contact between commercial credit and the lending teams in managing new business pipelines and portfolio management activities. Serve as a credible challenge to the lending teams to ensure lending relationships are structured within the bank's risk tolerance and all portfolio management expectations are met Qualifications Bachelor's degree in business, finance or accounting; Master's degree preferred Formal credit training from a respected bank, with a strong understanding of general credit and risk principles, mitigates, and banking policies/procedures 10+ years' financial services experience with a working knowledge of the banking environment, products and all supporting processes and technology; commercial credit experience highly preferred Prior experience managing a team preferred but not required Excellent verbal and written communications skills Strong analytical, organizational and time management skills Proven ability to manage tasks in a timely and efficient manner Strong interpersonal skills with a proven ability establishing client relationships and working within a team environment Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $117,000 - $175,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. #LI-AC1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $117k-175k yearly Auto-Apply 60d+ ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Lansing, MI

    This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $69.9k-149k yearly 60d+ ago
  • Inventory and Asset Manager

    Verita Corp

    Portfolio manager job in Plymouth, MI

    Job Title: Inventory and Asset Manager Department: Procurement Reports To: Director of Procurement, Purchasing and Assets The Inventory and Asset Manager is responsible for overseeing the management of the organization's inventory and assets to ensure accuracy, accountability, and efficiency. This role combines operational control of inventory with strategic management of physical and fixed assets. The manager will implement best practices for tracking, valuation, utilization, and reporting to support operational excellence and financial integrity. Key Responsibilities Inventory Management: * Develop, implement, and maintain inventory control procedures and policies. * Oversee the receipt, storage, and distribution of materials, products, and supplies. * Conduct regular cycle counts, audits, and reconciliations to ensure accuracy. * Collaborate with procurement, production, and logistics teams to align inventory with operational demand. * Use ERP or warehouse management systems to maintain real-time inventory visibility and reporting. Asset Management: * Maintain an accurate asset register, including acquisitions, transfers, disposals, and depreciation tracking. * Conduct periodic asset audits and coordinate verification of asset locations and conditions. * Develop asset lifecycle strategies to optimize utilization, performance, and cost efficiency. * Support sustainability and cost-saving initiatives related to asset use and lifecycle management. Leadership & Reporting: * Supervise and train inventory and asset control staff to ensure adherence to standards and procedures. * Generate and present regular inventory and asset performance reports to senior management. * Identify process improvements and implement automation or system enhancements where applicable. * Ensure compliance with company policies, audit requirements, and applicable regulations. Other duties as assigned. Qualifications Experience: * 5+ years of experience in inventory management, asset management, or supply chain operations. * Proven track record of managing inventory systems and asset registers in a medium to large organization. * Experience with ERP or asset management software (e.g., NetSuite, IBM Maximo, or similar). Skills: * Strong analytical, organizational, and problem-solving abilities. * Proficiency in Microsoft Excel and data analysis tools. * Knowledge of inventory valuation, depreciation, and asset lifecycle principles. * Excellent communication and leadership skills. * Attention to detail and commitment to accuracy. Key Performance Indicators (KPIs) * Inventory accuracy rate * Shrinkage and loss percentage * Audit and compliance score Work Environment * Office/Warehouse setting * The position involves regular travel to multiple company facilities and sites to manage distributed inventory and assets, conduct audits, and ensure compliance with operational standards. Team Verita Benefits! Financial Wellbeing * Competitive pay with ongoing performance review and annual merit increase * 401(k) with company match Health & Wellness * Choice of various PPO, HMO, and HSA accompanied plans Family & Lifestyle * Paid Time Off, Paid Holidays, Bereavement Leave Planning for the Unexpected * Short and long-term disability, life insurance Paid for by the company * Accidental death & dismemberment Paid for by the company * Voluntary life insurance, accident, and critical illness
    $65k-99k yearly est. 22d ago
  • Inventory and Asset Manager

    Verita Telecommunications

    Portfolio manager job in Plymouth, MI

    Job Title: Inventory and Asset Manager Department: Procurement The Inventory and Asset Manager is responsible for overseeing the management of the organization's inventory and assets to ensure accuracy, accountability, and efficiency. This role combines operational control of inventory with strategic management of physical and fixed assets. The manager will implement best practices for tracking, valuation, utilization, and reporting to support operational excellence and financial integrity. Key Responsibilities Inventory Management: Develop, implement, and maintain inventory control procedures and policies. Oversee the receipt, storage, and distribution of materials, products, and supplies. Conduct regular cycle counts, audits, and reconciliations to ensure accuracy. Collaborate with procurement, production, and logistics teams to align inventory with operational demand. Use ERP or warehouse management systems to maintain real-time inventory visibility and reporting. Asset Management: Maintain an accurate asset register, including acquisitions, transfers, disposals, and depreciation tracking. Conduct periodic asset audits and coordinate verification of asset locations and conditions. Develop asset lifecycle strategies to optimize utilization, performance, and cost efficiency. Support sustainability and cost-saving initiatives related to asset use and lifecycle management. Leadership & Reporting: Supervise and train inventory and asset control staff to ensure adherence to standards and procedures. Generate and present regular inventory and asset performance reports to senior management. Identify process improvements and implement automation or system enhancements where applicable. Ensure compliance with company policies, audit requirements, and applicable regulations. Qualifications Experience: 5+ years of experience in inventory management, asset management, or supply chain operations. Proven track record of managing inventory systems and asset registers in a medium to large organization. Experience with ERP or asset management software (e.g., NetSuite, IBM Maximo, or similar). Skills: Strong analytical, organizational, and problem-solving abilities. Proficiency in Microsoft Excel and data analysis tools. Knowledge of inventory valuation, depreciation, and asset lifecycle principles. Excellent communication and leadership skills. Attention to detail and commitment to accuracy. Key Performance Indicators (KPIs) Inventory accuracy rate Shrinkage and loss percentage Audit and compliance score Work Environment Office/Warehouse setting The position involves regular travel to multiple company facilities and sites to manage distributed inventory and assets, conduct audits, and ensure compliance with operational standards. Team Verita Benefits! Financial Wellbeing Competitive pay with ongoing performance review and annual merit increase 401(k) with company match Health & Wellness Choice of various PPO, HMO, and HSA accompanied plans Family & Lifestyle Paid Time Off, Paid Holidays, Bereavement Leave Planning for the Unexpected Short and long-term disability, life insurance Paid for by the company Accidental death & dismemberment Paid for by the company Voluntary life insurance, accident, and critical illness
    $65k-99k yearly est. Auto-Apply 19d ago
  • Content Digital Asset Management Manager (DAM)

    Accenture 4.7company rating

    Portfolio manager job in Detroit, MI

    We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** You are: A manager with deep experience in Digital Asset Management (DAM) to lead client engagements and guide our clients through improving how they store, govern, and activate digital assets. This role blends consulting, project leadership, requirements definition, and hands-on DAM expertise. Responsibilities: Client & Project Leadership * Lead DAM engagements from discovery through implementation and rollout. * Run workshops to understand client challenges, content workflows, and current pain points. * Translate business needs into clear requirements and recommendations. * Present solutions and progress updates to senior stakeholders. * Manage timelines, risks, deliverables, and multi-disciplinary project teams. DAM Strategy & Implementation * Define requirements for metadata, taxonomy, asset types, permissions, and workflows. * Develop content lifecycle processes (ingestion, review, approval, archive). * Build governance guidelines and future-state operating models. * Partner with DAM vendors and internal technical teams during configuration and deployment. * Oversee asset migration planning, mapping, and quality checks. Platform Knowledge * Experience with major DAM platforms: Adobe AEM Assets (preferred), Bynder, Aprimo, Acquia DAM (Widen) * Ability to compare platforms and recommend the best fit is a plus. Taxonomy, Metadata & Governance * Create taxonomy structures aligned to client brands, products, audiences, campaigns, and usage rights. * Develop metadata frameworks and controlled vocabularies. * Set up governance models to ensure long-term consistency and adoption. Integrations & Technical Understanding * Understand how DAM connects with CMS, PIM, CRM, MRM, ecommerce, and creative tools. * Work with architects and developers on integration patterns, APIs, and connectors. * Ensure integrations meet business and workflow needs. AI & Automation (a plus) * Stay current on AI/ML capabilities for auto-tagging and content classification. * Advise clients on when and how to leverage AI for improved search, tagging, and asset management. * Help define tagging confidence thresholds and related governance. Qualification Basic Qualifications: * 7+ years experience in Digital Asset Management, content operations, and marketing technology, including: * Strong background in taxonomy, metadata modeling, and governance. * Hands-on experience with one or more of AEM Assets, Bynder, Aprimo, Acquia DAM. Preferred Qualifications: * Proven ability to lead complex projects and facilitate executive-level conversations. * Solid understanding of integrations and content workflows. * Experience with AI-driven tagging or similar technologies is a plus. * Consulting experience preferred. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $94,400 to $266,300 Cleveland $87,400 to $213,000 Colorado $94,400 to $230,000 District of Columbia $100,500 to $245,000 Illinois $87,400 to $230,000 Maryland $94,400 to $230,000 Massachusetts $94,400 to $245,000 Minnesota $94,400 to $230,000 New York/New Jersey $87,400 to $266,300 Washington $100,500 to $245,000 Locations
    $74k-98k yearly est. 2d ago
  • Tax Credit Asset Manager

    Mercantile Bank Corporation 4.0company rating

    Portfolio manager job in Grand Rapids, MI

    Join Mercantile Community Partners, a subsidiary of Mercantile Bank Corporation, as a Full-Time Tax Credit Asset Manager and embark on a career filled with opportunities for innovation and impact. This role is perfect for individuals who thrive on problem-solving and are keen to enhance systems and processes for greater efficiency and quality. You'll collaborate with a dynamic team focused on driving high performance and customer-centric solutions. Core Responsibilities: * Be part of a growing team that provides tax credit financing solutions that meet economic and community needs for developers and investors. * Monitor asset quality and compliance of new and existing tax credit investment portfolio at both the project/real estate and investor levels. * Partner with internal and external parties to coordinate post-closing requests with a high degree of customer service. * Generate clear and consistent reporting, presenting key statistical data and recommendations to mitigate any credit risks. Whether you choose to work from Grand Rapids, MI, or other Mercantile Markets like Lansing, Troy, Kalamazoo, Mount Pleasant, or Traverse City, you will be part of a forward-thinking organization that values inclusivity and creativity. Embrace the chance to redefine asset management while contributing to an energetic culture dedicated to excellence. Why Mercantile Bank? Mercantile Bank was founded by entrepreneurs who believed building strong relationships and communities is accomplished through collaboration and innovation. It's more than being a financial institution, it's being a trusted ally and community partner. As Michigan's largest community bank, our roots are deeply embedded in the diverse communities we serve. Our commitment to our customers and community is at the core of all we do. As an employee of Mercantile Bank, you will receive competitive compensation, bonus opportunities, and best-in-class benefit options. With a minimum of 3 weeks' vacation, sick time, 11 paid holidays, generous 401k match of 5%, company paid life insurance, tuition reimbursement, IVF and adoption assistance, zero-interest loans for fitness equipment and business attire, discounted bank services, employee stock purchase plan, 529 savings plans, health savings accounts, flexible spending accounts, legal protection, exceptional training and development opportunities, and encouragement to connect with community through volunteer opportunities. A Look into Your Day As a Tax Credit Asset Manager with Mercantile Community Partners (MCP), you will play a pivotal role in the management of our portfolio of Low-Income Housing Tax Credits (LIHTC) and Historic Tax Credits (HTC) equity investments. Your responsibilities will include monitoring asset quality and compliance, servicing post-closing requests, and reporting to both internal and external stakeholders. You'll analyze operating budgets, variance reports, and tax returns to ensure that equity installment milestones are achieved and maintain compliance with relevant regulations. Additionally, you will coordinate the equity installment funding process while fostering collaboration with developers, property owners, and other internal departments. As MCP expands its relationships with third party investors, you will have the opportunity to establish critical processes and policies, identify areas for improvement, and contribute to a culture of excellence and innovation. Your expertise will ensure that we meet both economic and community development goals effectively, all while providing high-quality customer service and communication. What We're Looking For To excel as an Asset Manager with Mercantile Community Partners, you must possess a thorough understanding of the tax credit investments landscape, including relevant legal and regulatory environments, limited partnership and operating agreements, and loan documents. Strong financial and analytical skills are crucial for conducting comparative analysis, reviewing financial statements, and identifying investment and real estate risks. Effective communication abilities are key, as you will prepare and present findings to stakeholders. Demonstrated time management and organizational skills, along with keen attention to detail, will help you succeed in this role. Additionally, you should be open to engaging in site visits, using appropriate personal protective equipment (PPE), and actively seeking opportunities to enhance systems and processes for greater efficiency and quality. Requirements: * Bachelor's degree in a business-related field. Preferably finance or accounting. * At least 3 years of tax credit investment experience with a focus on real estate asset management preferred * Strong written and verbal communication skills * Experience in gathering data and generating reports * Must be willing to travel for property site visits, industry conferences, and other meetings as necessary
    $75k-99k yearly est. 60d+ ago
  • Portfolio Manager, Supplier Excellence

    Republic National Distributing Company

    Portfolio manager job in Livonia, MI

    Republic National Distributing Company (RNDC) is a family-owned business with roots extending before Prohibition that has evolved into one of the nation's largest wine and spirits wholesalers. Our success is grounded in our core values of Family, Service, Accountability, Honesty, and Professionalism. We offer a vibrant, inclusive culture and workplace experience for individuals who want a career that makes them feel accomplished and engaged. RNDC values the health and well-being of our associates, inside and outside the office, offering dynamic health and wellness benefits that supply exceptional care and value. RNDC is geared toward growing our footprint and our people. Join our team of energetic professionals who believe in many happy hours and are experts in our craft. Summary The Portfolio Manager of Supplier Excellence is responsible for delivering mutually beneficial needs and driving results for RNDC, our customers and our supplier partners through regular collaboration and ongoing communication that optimizes states sales execution. Accountable for driving execution of the supplier's commercial strategy, programming and P&L with the responsibility to grow supplier and RNDC revenue and profitability. Responsible for driving and tracking key supplier programs, initiatives, and strategies to ensure strong performance and execution of goals. In this role, you will Ensures compliance of supplier agreements through regular audit and analysis of activity in the market. Owns full Supplier P&L, responsible for maximizing top line revenue by developing strategies to grow business with portfolio of suppliers as well as maintaining bottom line profitability and optimal mix, SKU, and brand line ups for the geography. Responsible for translating, optimizing, and enabling supplier strategy and initiatives across all RNDC functions and footprints. Consults with supply chain team, purchasing, demand planners and centralized buying teams to optimize inventory levels within the state, adhere to mutually agreed upon days on hand and deliver accurate forecasting models that serve to deliver supplier annual operating plans. Responsible for owning supplier based commercial plans / AOPs, new item set ups and launches including setting targets and goals for suppliers; provide guidance and direction for the commercial planning process to ensure execution in the geography. Aligns with supplier and state sales leadership in program development, delivery and execution. Develops, leads and cascades supplier programs, goals, KPIs and other key initiatives. Drives commercial programming for supplier portfolio. Facilitates seamless communication across RNDC Network of teams, inclusive of state sale leadership, national accounts, supply chain and sales finance. Reviews and analyzes brands for opportunities for sales and profits, responsible for identifying and developing high growth potential suppliers / brands and drive out under-performing brands and SKU's. Maintain fluency on industry trends, regulations, and best practices; attends key industry conferences / meetings to represent RNDC and continue to build strategic relationships and make an impact with current and new suppliers. Leads special projects and supplier initiatives that drive mutually beneficial needs for RNDC, the supplier portfolio and all internal channels. What you bring to RNDC Five or more years of related experience with an alcoholic beverage wholesaler or supplier and/or training; or equivalent combination of education and experience. What's in it for you 401(k) with company matching Medical, dental and vision benefits* Paid Time Off Program - work your way up to 5 weeks of PTO a year with the ability to carryover unused PTO Paid volunteer time Paid parental leave Paid caregivers leave Fertility benefits Paid training Company paid life insurance, short-term disability, and company-paid holidays Associate resource groups, and diversity, equity, and inclusion programs available for all associates *Participation in these programs is subject to applicable wait periods and all plan and program terms and eligibility COVID-19 considerations: We follow CDC Guidelines and have a fun and safe environment for our teams. Bonus if you bring Bachelor's degree from four-year college or university preferred; Republic National Distributing Company and National Distributing Company are Equal Opportunity/Affirmative Action employers. It is our policy not to discriminate against any Employee or Applicant. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. This policy of nondiscrimination in employment includes but is not limited to: recruitment, hiring, placement, promotion, transfer, employment advertising or solicitations, compensation, layoff or termination of employment. RNDC is committed to providing reasonable accommodation to people with disabilities throughout the job application and interview process, to the point of undue hardship. If you require an accommodation during the application or interview process, please click here.
    $77k-139k yearly est. 60d+ ago
  • Portfolio Strategy Manager

    Eaton Corporation 4.7company rating

    Portfolio manager job in Southfield, MI

    Eaton's Mobility Group is seeking a Manager to lead Portfolio Strategy. This position could be based in Southfield, MI or Beachwood, OH. Travel is expected to be around 25%. Candidates must be local to these locations as relocation assistance is not available. The expected annual salary range for this role is $146000 - $215000 a year. This position is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. What you'll do: In this role, you will research, evaluate, and execute strategic growth opportunities for the Mobility Group. You will support the enterprise's ambition to achieve $6B in sales by 2030 at over 20% return on sales, leveraging macro trends and the Mobility Group's capabilities. You will lead high-priority projects, such as partnerships, mergers and acquisitions, joint ventures, market- or product- entry or exit options, and assess adjacent spaces for expansion. Key Responsibilities: * Evaluate the existing portfolio and identify value creation opportunities, both organic and inorganic. * Research and identify inorganic growth opportunities, including acquisitions, partnerships, and joint ventures. * Build and actively manage a robust pipeline of potential acquisition targets and strategic partners. * Execute strategic growth opportunities, including financial modeling for base and synergy cases, due diligence, contractual negotiations, transactional requirements, and integration and post-close planning. * Collaborate with segment leaders, product line directors, and corporate development to align on strategic priorities and deal rationale. * Monitor emerging markets, macroeconomic trends, and technological advancements to inform business development strategy. * Report on the performance of business development initiatives and targets. * Lead or participate in special projects and cross-functional initiatives to drive continuous improvement and growth. Qualifications: Basic Qualifications: * Bachelor's degree in business, finance, or a related field. * Minimum of 10 years of professional experience in finance. * Experience with complex financial modeling, valuations, DCF, and cost accounting. * For candidates in the US: Eaton will not consider applicants for employment immigration sponsorship or support for this position. This includes no support for CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. Preferred: * MBA or executive business education preferred, from an accredited institution. * Experience in roles in business development, management consulting, investment banking, or corporate strategy (including M&A, partnership development, and strategic planning). * Leadership experience requiring influence without authority-such as experience in corporate, functional, sector, or other enterprise roles. * Automotive industry experience preferred. Position Criteria: * Strong analytical skills, including expertise in financial modeling and market analysis. * Proven experience in leading cross-functional teams and managing complex projects. * Excellent communication abilities and strong stakeholder management skills. * Demonstrated ability to thrive in a fast-paced, global, and matrixed environment. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $146k-215k yearly 6d ago
  • Inventory and Asset Manager

    Verita Corp

    Portfolio manager job in Plymouth, MI

    Job Title: Inventory and Asset Manager Department: Procurement The Inventory and Asset Manager is responsible for overseeing the management of the organization's inventory and assets to ensure accuracy, accountability, and efficiency. This role combines operational control of inventory with strategic management of physical and fixed assets. The manager will implement best practices for tracking, valuation, utilization, and reporting to support operational excellence and financial integrity. Key Responsibilities Inventory Management: * Develop, implement, and maintain inventory control procedures and policies. * Oversee the receipt, storage, and distribution of materials, products, and supplies. * Conduct regular cycle counts, audits, and reconciliations to ensure accuracy. * Collaborate with procurement, production, and logistics teams to align inventory with operational demand. * Use ERP or warehouse management systems to maintain real-time inventory visibility and reporting. Asset Management: * Maintain an accurate asset register, including acquisitions, transfers, disposals, and depreciation tracking. * Conduct periodic asset audits and coordinate verification of asset locations and conditions. * Develop asset lifecycle strategies to optimize utilization, performance, and cost efficiency. * Support sustainability and cost-saving initiatives related to asset use and lifecycle management. Leadership & Reporting: * Supervise and train inventory and asset control staff to ensure adherence to standards and procedures. * Generate and present regular inventory and asset performance reports to senior management. * Identify process improvements and implement automation or system enhancements where applicable. * Ensure compliance with company policies, audit requirements, and applicable regulations. Qualifications Experience: * 5+ years of experience in inventory management, asset management, or supply chain operations. * Proven track record of managing inventory systems and asset registers in a medium to large organization. * Experience with ERP or asset management software (e.g., NetSuite, IBM Maximo, or similar). Skills: * Strong analytical, organizational, and problem-solving abilities. * Proficiency in Microsoft Excel and data analysis tools. * Knowledge of inventory valuation, depreciation, and asset lifecycle principles. * Excellent communication and leadership skills. * Attention to detail and commitment to accuracy. Key Performance Indicators (KPIs) * Inventory accuracy rate * Shrinkage and loss percentage * Audit and compliance score Work Environment * Office/Warehouse setting * The position involves regular travel to multiple company facilities and sites to manage distributed inventory and assets, conduct audits, and ensure compliance with operational standards. Team Verita Benefits! Financial Wellbeing * Competitive pay with ongoing performance review and annual merit increase * 401(k) with company match Health & Wellness * Choice of various PPO, HMO, and HSA accompanied plans Family & Lifestyle * Paid Time Off, Paid Holidays, Bereavement Leave Planning for the Unexpected * Short and long-term disability, life insurance Paid for by the company * Accidental death & dismemberment Paid for by the company * Voluntary life insurance, accident, and critical illness
    $65k-99k yearly est. 20d ago
  • Content Digital Asset Management Manager (DAM)

    Accenture 4.7company rating

    Portfolio manager job in Detroit, MI

    We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise , we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** You are: A manager with deep experience in Digital Asset Management (DAM) to lead client engagements and guide our clients through improving how they store, govern, and activate digital assets. This role blends consulting, project leadership, requirements definition, and hands-on DAM expertise. Responsibilities: Client & Project Leadership + Lead DAM engagements from discovery through implementation and rollout. + Run workshops to understand client challenges, content workflows, and current pain points. + Translate business needs into clear requirements and recommendations. + Present solutions and progress updates to senior stakeholders. + Manage timelines, risks, deliverables, and multi-disciplinary project teams. DAM Strategy & Implementation + Define requirements for metadata, taxonomy, asset types, permissions, and workflows. + Develop content lifecycle processes (ingestion, review, approval, archive). + Build governance guidelines and future-state operating models. + Partner with DAM vendors and internal technical teams during configuration and deployment. + Oversee asset migration planning, mapping, and quality checks. Platform Knowledge + Experience with major DAM platforms: Adobe AEM Assets (preferred), Bynder, Aprimo, Acquia DAM (Widen) + Ability to compare platforms and recommend the best fit is a plus. Taxonomy, Metadata & Governance + Create taxonomy structures aligned to client brands, products, audiences, campaigns, and usage rights. + Develop metadata frameworks and controlled vocabularies. + Set up governance models to ensure long-term consistency and adoption. Integrations & Technical Understanding + Understand how DAM connects with CMS, PIM, CRM, MRM, ecommerce, and creative tools. + Work with architects and developers on integration patterns, APIs, and connectors. + Ensure integrations meet business and workflow needs. AI & Automation (a plus) + Stay current on AI/ML capabilities for auto-tagging and content classification. + Advise clients on when and how to leverage AI for improved search, tagging, and asset management. + Help define tagging confidence thresholds and related governance. Basic Qualifications: + 7+ years experience in Digital Asset Management, content operations, and marketing technology, including: + Strong background in taxonomy, metadata modeling, and governance. + Hands-on experience with one or more of AEM Assets, Bynder, Aprimo, Acquia DAM. Preferred Qualifications: + Proven ability to lead complex projects and facilitate executive-level conversations. + Solid understanding of integrations and content workflows. + Experience with AI-driven tagging or similar technologies is a plus. + Consulting experience preferred. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $266,300 Cleveland $87,400 to $213,000 Colorado $94,400 to $230,000 District of Columbia $100,500 to $245,000 Illinois $87,400 to $230,000 Maryland $94,400 to $230,000 Massachusetts $94,400 to $245,000 Minnesota $94,400 to $230,000 New York/New Jersey $87,400 to $266,300 Washington $100,500 to $245,000 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 (******************************************************************************************************************************************** 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.
    $74k-98k yearly est. 35d ago
  • Tax Credit Asset Manager

    Mercantile Bank 4.0company rating

    Portfolio manager job in Grand Rapids, MI

    Job Description Join Mercantile Community Partners, a subsidiary of Mercantile Bank Corporation, as a Full-Time Tax Credit Asset Manager and embark on a career filled with opportunities for innovation and impact. This role is perfect for individuals who thrive on problem-solving and are keen to enhance systems and processes for greater efficiency and quality. You'll collaborate with a dynamic team focused on driving high performance and customer-centric solutions. Core Responsibilities: Be part of a growing team that provides tax credit financing solutions that meet economic and community needs for developers and investors. Monitor asset quality and compliance of new and existing tax credit investment portfolio at both the project/real estate and investor levels. Partner with internal and external parties to coordinate post-closing requests with a high degree of customer service. Generate clear and consistent reporting, presenting key statistical data and recommendations to mitigate any credit risks. Whether you choose to work from Grand Rapids, MI, or other Mercantile Markets like Lansing, Troy, Kalamazoo, Mount Pleasant, or Traverse City, you will be part of a forward-thinking organization that values inclusivity and creativity. Embrace the chance to redefine asset management while contributing to an energetic culture dedicated to excellence. Why Mercantile Bank? Mercantile Bank was founded by entrepreneurs who believed building strong relationships and communities is accomplished through collaboration and innovation. It's more than being a financial institution, it's being a trusted ally and community partner. As Michigan's largest community bank, our roots are deeply embedded in the diverse communities we serve. Our commitment to our customers and community is at the core of all we do. As an employee of Mercantile Bank, you will receive competitive compensation, bonus opportunities, and best-in-class benefit options. With a minimum of 3 weeks' vacation, sick time, 11 paid holidays, generous 401k match of 5%, company paid life insurance, tuition reimbursement, IVF and adoption assistance, zero-interest loans for fitness equipment and business attire, discounted bank services, employee stock purchase plan, 529 savings plans, health savings accounts, flexible spending accounts, legal protection, exceptional training and development opportunities, and encouragement to connect with community through volunteer opportunities. A Look into Your Day As a Tax Credit Asset Manager with Mercantile Community Partners (MCP), you will play a pivotal role in the management of our portfolio of Low-Income Housing Tax Credits (LIHTC) and Historic Tax Credits (HTC) equity investments. Your responsibilities will include monitoring asset quality and compliance, servicing post-closing requests, and reporting to both internal and external stakeholders. You'll analyze operating budgets, variance reports, and tax returns to ensure that equity installment milestones are achieved and maintain compliance with relevant regulations. Additionally, you will coordinate the equity installment funding process while fostering collaboration with developers, property owners, and other internal departments. As MCP expands its relationships with third party investors, you will have the opportunity to establish critical processes and policies, identify areas for improvement, and contribute to a culture of excellence and innovation. Your expertise will ensure that we meet both economic and community development goals effectively, all while providing high-quality customer service and communication. What We're Looking For To excel as an Asset Manager with Mercantile Community Partners, you must possess a thorough understanding of the tax credit investments landscape, including relevant legal and regulatory environments, limited partnership and operating agreements, and loan documents. Strong financial and analytical skills are crucial for conducting comparative analysis, reviewing financial statements, and identifying investment and real estate risks. Effective communication abilities are key, as you will prepare and present findings to stakeholders. Demonstrated time management and organizational skills, along with keen attention to detail, will help you succeed in this role. Additionally, you should be open to engaging in site visits, using appropriate personal protective equipment (PPE), and actively seeking opportunities to enhance systems and processes for greater efficiency and quality. Requirements: Bachelor's degree in a business-related field. Preferably finance or accounting. At least 3 years of tax credit investment experience with a focus on real estate asset management preferred Strong written and verbal communication skills Experience in gathering data and generating reports Must be willing to travel for property site visits, industry conferences, and other meetings as necessary Job Posted by ApplicantPro
    $75k-99k yearly est. 5d ago

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