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Portfolio manager jobs in Nashville, TN

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  • Manager of Financial Services

    Swipejobs

    Portfolio manager job in Brentwood, TN

    Schedule: Monday-Friday, 8:00 a.m.-5:00 p.m. Contract role for 6 months starting on 12/29/25 The Manager of Financial Services is responsible for overseeing financial operations related to healthcare reimbursement, Medicare billing, and patient accounting functions. This role requires strong analytical capabilities, expert-level proficiency in Microsoft Office applications, and the ability to interpret large volumes of patient-related financial data. The ideal candidate will demonstrate deep knowledge of Medicare regulations, third-party billing practices, and compliance requirements. This is an onsite position based in Brentwood, Tennessee. Required Experience, Certifications & Skills Education & Experience Bachelor's degree in finance, accounting, or a related field. 5+ years of experience in healthcare reimbursement, including a strong working understanding of Medicare regulations, reimbursement methodologies, and third-party billing requirements. Technical Skills Expert proficiency in Microsoft Office, especially: Excel (complex tables, advanced functions, data analysis) Access (queries, tables, and forms) Demonstrated ability to efficiently process and interpret large volumes of patient-related data. Knowledge of patient accounting systems and related financial workflows. Core Competencies & Leadership Capabilities Service and Quality Excellence: Demonstrates an uncompromising commitment to delivering exceptional care and creating meaningful value for patients. Honor Our Mission and Values: Builds trust and acts with authenticity, integrity, and respect to foster an inclusive culture. Effective Decision Making: Makes timely, informed decisions aligned with the best interests of patients, employees, providers, the community. Attain and Leverage Strategic Relationships: Develops and strengthens collaborative partnerships with internal and external stakeholders to support patient care and organizational growth. Lead and Develop Others: Guides teams toward achieving organizational goals; provides coaching, mentoring, and support to enhance engagement and performance. Communicate With Impact: Conveys information clearly, concisely, and convincingly to engage stakeholders and achieve desired outcomes. Achieve Success Through Change: Identifies opportunities for improvement and innovation while removing barriers and enabling successful adoption of change. Drive Execution and Financial Results: Champions financial stewardship and accountability, challenging self and others to achieve outstanding results.
    $64k-91k yearly est. 3d ago
  • Mgr, Portfolio Management

    Tractor Supply 4.2company rating

    Portfolio manager job in Brentwood, TN

    This position is responsible for Optimizing, Negotiating and Renewing the existing Lease Portfolio for a defined region. This role is expected to take ownership of their defined region within the overall company portfolio. This includes organizing and coordinating feedback/data from operations, facilities and lease admin to determine the go forward strategy for all current locations. This role will evaluate the best course of action for each store and negotiate in the best interests of the company. This position will be responsible for creating Real Estate Packages and obtaining Real Estate Committee approval for lease extensions, modifications or cancellations and expansions. This role will also assist lease admin in negotiations with landlords, outside of the renewal process. Essential Duties and Responsibilities (Min 5%) * Negotiate favorable lease terms through facility improvement allowances, rent reductions, additional Options, language adjustments or improvements/additions to the facility etc. * Manage the renewal pipeline to ensure adequate lease terms for stores while achieving annual savings. * Manage the lease exit strategy and negotiation on all closed or vacant store buildings to reduce financial exposure and create revenue via store disposition. * Partner with Merchandizing to tie the Fusion remodel decision into the portfolio renewal process, to ensure we are reinvesting in the right locations. * Partner with the New Store Real Estate Directors on relocation opportunities and ensure there is adequate lease term to cover the entire the relocation process. * Complete and prepare real estate packages for presentation to Real Estate Committee to ensure timely approval for lease extensions, expansions, store remodeling, and lease improvement. * Coordinate with legal on all documents for lease extensions and lease modifications. * Manage outside consultants and internal business partners to lease, sublease, or return to landlords unused store space to reduce expenses and/or create revenue. * Manage external business partners to facilitate lease renewal negotiations. * Track status and provide reporting on existing store locations, lease renewals, expansions and remodels. * Partner with RE Systems team to transition the Renewal process from Excel into project management software. * Work with 3rd party brokers to manage Sale Lease Back Process Required Qualifications Experience: 5+ years of experience in retail leasing. Retail experience is preferred. Education: Bachelor's degree in Finance, Business, or related field is preferred. Any suitable combination of education and experience will be considered. Preferred knowledge, skills or abilities ⦁ Knowledge of lease terminology and typical lease provisions ⦁ Strong communication and negotiation skills ⦁ Ability to read and interpret maps, plans, and blueprints ⦁ Proficient with Lease Admin Software such as Lucernex ⦁ Skilled at project management ⦁ Proficient in Microsoft Office. ⦁ Architectural plan reading skills Working Conditions * Normal office working conditions Physical Requirements * Sitting * Standing (not walking) * Walking * Lifting up to 10 pounds Disclaimer This job description represents an overview of the responsibilities for the above referenced position. It is not intended to represent a comprehensive list of responsibilities. A team member should perform all duties as assigned by his/ her supervisor. Company Info At Tractor Supply and Petsense by Tractor Supply, our Team Members are the heart of our success. Their dedication, passion, and hard work drive everything we do, and we are committed to supporting them with a comprehensive and accessible total reward package. We understand the evolving needs of our Team Members and their families, and we strive to offer meaningful, competitive, and sustainable benefits that support their well-being today and in the future. Our benefits extend beyond medical, dental, and vision coverage, including company-paid life and disability insurance, paid parental leave, tuition reimbursement, and family planning resources such as adoption and surrogacy assistance, for all full-time Team Members and all part-time Team Members. Part time new hires gain eligibility for TSC Benefits by averaging at least 15 hours per week during their 90-day lookback period. The lookback period starts the first of the month following the date of hire. If the 15-hour requirement was met, the benefits eligibility date will be the first day of the month following 4 months of continuous service. Please visit this link for more specific information about the benefits and leave policies applicable to the position you're applying for.
    $50k-74k yearly est. 3d ago
  • Portfolio Clinical Leader

    Pennant Services

    Portfolio manager job in Nashville, TN

    Portfolio Clinical Leader - PCLBe the Owner of Your Role. Shape the Future of Clinical Excellence. At Pennant Services, we're looking for bold, empowered clinical leaders ready to make a deep impact-not just in patient outcomes, but in shaping the future of healthcare leadership across our agencies. If you're a licensed clinician with a track record of growing others, driving results, and owning your outcomes, this is your next big move. As a Portfolio Clinical Leader (PCL), you will serve as a regional developer of agency clinical leaders-mentoring Directors of Clinical Services (DCS), Directors of Rehab (DOR), and leading clusters of excellence across a given region. You will work in partnership with Market Leaders to scale quality, compliance, and culture while driving meaningful care and operational results. This is not just a management role. This is a clinical executive position for leaders who see themselves as owners , not employees. What You'll Own Leadership Development Recruit, mentor, and grow high-performing clinical leaders who take full ownership of their roles and outcomes. Operational Excellence Guide agencies in implementing scalable systems for compliance, education, and clinical delivery that improve both quality and efficiency. Culture Building Champion a values-based leadership model that promotes connection, accountability, and team engagement. Clinical Innovation Partner with field and support resources to design and scale best practices for orientation, performance improvement, and in-service development. Strategic Collaboration Work hand-in-hand with the Market Leader to build a thriving, culture-driven region that delivers on all four cornerstones: Culture, Community, Clinical/Compliance, and Financial Performance. What You Bring Licensed Registered Nurse or licensed therapy discipline (PT/OT/ST) Minimum 5 years of home health and/or hospice experience Experience in agency-level clinical leadership Solid understanding of home health and hospice regulations Strong communication, coaching, and time-management skills Confidence to work independently and collaboratively across organizational levels HCHB experience preferred Please note this job description has been designed to indicate the general nature, working conditions and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, working conditions and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice. Why Join Us At Pennant Services, we don't just manage-we lead like owners. Our unique culture is built around empowerment, accountability, and growth. We invest in people who are ready to build and own their impact. Location: Nashville, TN Wage: $120K - $150K DOE Type: Full-Time | Leadership Role | Equity Opportunity What sets us apart: Opportunity for stock ownership Empowered, autonomous leadership supported by centralized resources A work-life balance that supports personal well-being Full benefits package: medical, dental, vision, 401(k) with match Generous PTO, holidays, and professional development A culture built around our core values-CAPLICO: Customer Second Accountability Passion for Learning Love One Another Intelligent Risk Taking Celebrate Ownership About Pennant Pennant Services supports over 180 home health, hospice, senior living, and home care agencies across 14 states. Our Service Center model allows local leaders to lead, while we provide the centralized clinical, HR, IT, legal, and compliance support they need to succeed. Learn more at: ******************** Pennant Service Center 1675 E. Riverside Drive, Suite 150 Eagle, ID 83616 #Hybrid The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
    $120k-150k yearly Auto-Apply 60d+ ago
  • Credit Products Commercial Portfolio Manager - Government & Institutional Banking

    Regions Bank 4.1company rating

    Portfolio manager job in Nashville, TN

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. **Job Description:** At Regions, the Credit Products Commercial Portfolio Manager is a client-facing role and responsible for independently leading all aspects of the entire commercial credit process both internally and externally with prospects and clients. The Portfolio Manager partners closely with Regions relationship managers to execute on the Bank's commercial loan origination strategy by working directly with Regions prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs. **Primary Responsibilities** + Executes on the Bank's commercial loan origination strategy by working directly with Regions prospects, clients, and centers of influence to develop optimal financing structures to address borrowing needs. + Underwrites, structures, and documents prospect and client transactions above a designated threshold, generally the most complex and largest of client relationships and circumstances + Manages the assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and developing remediation, underwriting, all on a timely basis + Ensures all credit process metrics are within prescribed tolerances + Accountable for the risk evaluation and associated compliance requirements as defined in respective roles and responsibility matrix for AML, CRA/HMDA, Reg B, and other regulatory/compliance requirements within assigned portfolio and for prospects + Reviews interim new money requests for relationships managed up to a defined limit This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. **Requirements** + Bachelor's degree in Finance, Accounting or related field + Five (5) years' experience in commercial underwriting + Subject Matter Expert level understanding of accounting and finance, financial statement and cash flow analysis **Preferences** + Completion of a major corporate credit training program (or the equivalent corporate banking/corporate finance experience) **Skills and Competencies** + Ability to work collaboratively with multiple stakeholders + Strong analytical and problem solving skills + Strong verbal and written communication skills + Well organized, detail-oriented, and ability to multi-task + This position will manage an existing portfolio of Government and Institutional Banking customers across the states of Tennessee and Kentucky + This position may be filled at a higher level depending on the candidate's qualifications and relevant experience **Position Type** Full time **Compensation Details** Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. **Job Range Target:** **_Minimum:_** $110,124.30 USD **_Median:_** $131,390.00 USD **Incentive Pay Plans:** This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals. **Benefits Information** Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. + Paid Vacation/Sick Time + 401K with Company Match + Medical, Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. *********************************************** **Location Details** Music Row **Location:** Nashville, Tennessee Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $110.1k-131.4k yearly 60d+ ago
  • Director, Government Portfolio Leader

    Kyndryl

    Portfolio manager job in Nashville, TN

    **Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
    $84k-143k yearly est. 22d ago
  • Associate Portfolio Manager

    Alliancebernstein 4.3company rating

    Portfolio manager job in Nashville, TN

    Who You'll Work With: Fixed Income Associate Portfolio Managers (APM) are responsible for supporting our global Portfolio Management teams through accurate and efficient implementation of portfolio decisions. They support all asset classes and work closely with teams across the AB enterprise, including investment management, operations, technology, sales, and trading. An APM should show an interest in financial markets and will develop a deep understanding of our products, operational policies, and procedures. As part of the business, the Fixed Income APM role offers high visibility to the Fixed Income Investment team as well as other areas of the firm including Sales, Product Development, Middle Office, Compliance, and Technology and Operations. This role enables an individual to experience all aspects of the asset management business. What You'll Do: An APM must ensure accurate and efficient implementation of fixed income trades. Specific responsibilities include: Managing portfolio cash balances and ensuring cash balances are consistent with product guidelines and current investment strategy. Monitoring portfolio positions, trade orders and analytics for compliance with client guidelines and adherence to asset allocation, duration, and risk targets. Highlighting deviations from targets and recommending trades to rebalance portfolios. Generating purchase or sell orders to manage client cash flows, FX rebalances and active investments. Facilitating account opening/closings and liaising with Sales and Portfolio Management to address ad-hoc client requests. Assisting with preparation of investment and portfolio exposure reports. Reviewing proposed guideline amendments, custodial changes and other activities that may impact accounts. Identifying opportunities and partnering with technologists to re-engineer and automate processes to increase operational efficiency, improve client service and enhance risk controls. Providing support to Portfolio Managers, Sales, Trading and Operations to deliver against client requirements. What We're Looking For: Candidates must have outstanding attention to detail, coupled with a proven ability to think logically and make sound decisions in a fast-paced environment, often under time pressure and across multiple tasks. Specific requirements include: 5 - 10 years of industry-related experience. Experience with Fixed Income credit, currency and/or global markets is preferred. Motivated self-starter with a passion for process improvement and leveraging technology to solve complex business problems. Strong interest/experience in financial markets, notably asset management. Excellent problem-solving and analytical skills. Effective communication skills paired with a strong desire to work in a team-oriented organization. Exceptional understanding of risk management and overall control environment. Proficiency in Microsoft Excel. Strong soft skills such as adaptability and creativity. Coding experience is beneficial: SQL, Python, etc. or use of data visualization tools like PowerBI. A bachelor's degree. Nashville, Tennessee
    $74k-124k yearly est. Auto-Apply 9d ago
  • Investment Stewardship Manager

    Deirdre Orr Consulting

    Portfolio manager job in Nashville, TN

    About the Tennessee Department of Treasury: The Tennessee Department of Treasury manages over $100 billion in assets through its investment programs, administers the State's Retirement Program (RetireReadyTN), and serves Tennesseans through financial education, college savings, risk management, and public-serving programs. Treasury's work directly impacts the financial well-being of Tennesseans every day. Position Overview: The Investment Stewardship Manager will lead Treasury's proxy voting program and other investment stewardship initiatives. Reporting to the Director of Investment Stewardship, this professional ensures Treasury's investments are managed with attention to economic, operational, and reputational risk. Responsibilities include executing proxy votes, coordinating with proxy advisors and internal investment teams, and supporting broader stewardship programs such as securities litigation and class action filings. This position is primarily remote, with occasional required in-person meetings. The successful candidate should live in Tennessee and provide sufficient internet connection. Key Responsibilities: Manage the full proxy voting process in line with Treasury policies. Supervise workflows and mentor direct reports to maintain program excellence. Analyze non-routine proxy proposals and escalate key votes for internal review and decision-making. Maintain voting instructions on proxy platforms and review prior month's votes for accuracy. Collaborate with investment operations and proxy advisors to ensure all accounts are properly set up to vote. Oversee external manager proxy voting activities. Support other stewardship responsibilities, including securities litigation and class action filings. Track and report on corporate governance trends, including ESG-related shareholder proposals. Assist with ad hoc projects as needed. Minimum Qualifications: Bachelor's degree in Business, Finance, Accounting, or related field. 5+ years of experience in proxy voting and stewardship. 3+ years of experience leading teams. Familiarity with U.S. and international proxy voting processes and proxy advisors. Strong analytical, problem-solving, and financial analysis skills. Advanced proficiency in Microsoft Word, Excel, and PowerPoint. Excellent attention to detail, self-motivation, and ability to collaborate. Preferred Qualifications: MBA or CFA. ESG-focused credential or certificate program. Competencies: Integrity and Trust Problem Solving Process Management Effective Communication Relationship Management Analytical Expertise Attention to Detail
    $75k-136k yearly est. 60d+ ago
  • Senior Analyst, Multifamily Investment Sales

    Walker & Dunlop 4.9company rating

    Portfolio manager job in Nashville, TN

    Department: Multifamily - Sales We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview Walker & Dunlop Investment Sales (WDIS) represents the nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country. The Impact You Will Have The primary role of the senior analyst is to support production members of the Walker & Dunlop Investment Sales team with financial modeling of multifamily assets along with producing institutional quality marketing materials and maintaining detailed market analysis. Candidates with a strong analytical ability, high attention to detail, and an interest to hone quantitative skills will excel in this position. Primary Responsibilities Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings Conduct transaction coordination and due diligence coordination for the Investment Sales team Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval Contact interested parties to remind them of missing documents Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal Monitor and assess the progress of sales so that important deadlines are met and contingencies are released Provide preliminary audits of files for management review Perform other duties as assigned Attendance is generally 8:30 am - 5:30 pm EST Monday through Friday Education and Experience Bachelor's degree (Finance and/or Real Estate concentration preferred) 2+ years of experience in Finance, Real Estate or related field preferred Knowledge, Skills and Abilities Client relationship management skills Excellent attention to detail and organizational skills Ability to accurately and productively handle multiple tasks during time sensitive situations Ability and willingness to work extended hours or weekends to meet deadlines when appropriate Excellent financial modeling skills including thorough knowledge of Excel Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed Advanced written and oral communication skills Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders #LI-CR1 #LI-Onsite What We Offer The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include: - Up to 83% subsidized medical payroll deductions - Competitive dental and vision benefits - 401(k) + match - Pre-tax transit and commuting benefits - A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance - Paid maternity and parental leave, as well as other family paid leave programs - Company-paid life, short and long-term disability insurance - Health Savings Account and Healthcare and Dependent Care Flexible Spending Career development opportunities Empowerment and encouragement to give back - volunteer hours and donation matching *Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
    $70k-101k yearly est. Auto-Apply 35d ago
  • Investment Officer (Investments Portfolio Manager)

    Davidson County-Metro Nashville (Tn

    Portfolio manager job in Nashville, TN

    The Investment Officer position plans, directs, and coordinates investments for the Metro Pension Fund for the central Finance Department. Oversees trading and invests in fixed income, equity or alternatives securities as assigned by the Metropolitan Treasurer or designee. Seeking an individual that can use their investment knowledge and financial industry experience to perform highly specialized financial analysis to support the Metro Pension Fund. This individual will actively participate in the development, recommendation, implementation and monitoring of all aspects of the Metro Pension Plan's authorized investments and will serve as a key advisor on financial matters to the Investment Committee and Metro's Pension Plan staff. Metro Finance has several divisions, including procurement, treasury and management and budget. Department employees provide financial management, information and business products to policy makers, departments, investors and the Nashville community to give them confidence in our government and to help them make informed decisions. * Responsible for analyzing and managing multiple fixed income and/or equity securities. * Manages and oversees external-investment managers. * Support the Treasurer by managing the overall strategy of the portfolio. * Interacts across teams within the Treasury department and other divisions within the finance department, outside consultant and investment managers. * Researches and evaluates potential investments and investments managers. * Managing asset allocation of portfolio. * Constructing and designing portfolios. * Manages investment contracts and compliance. * Analyzing securities. * Hedging portfolio, as necessary. * Conducting ad hoc quantitative projects for the fixed income allocation. * Conducting ad hoc quantitative projects for the equities or alternatives allocation. * Analyzing economic data. * Contributing investment ideas to other portfolio managers. * Contributing to the management of the Metro Pension Trust. * Advises the Treasurer and Investment Committee. * Other duties as assigned. Bachelor's degree in Finance, Economics, Business Administration or other finance related field from accredited college or university and (8) eight years of experience in portfolio management with general fixed income, equities, or alternative instruments and the use of quantitative and qualitative which may include responsibility of portfolio construction, research, portfolio performance, trading and quantitative projects. "For this specific position, substitution will not be considered". Candidates with accreditations earned in a foreign institute are encouraged to apply. Note: Per Metro Ordinance No. SO94-1078. All employees of the Metropolitan Government shall be residents of the State of Tennessee or become residents of the state within six (6) months of employment as a prerequisite to employment with the Metropolitan Government. * Master's Degree preferred in Business Administration, Economics, Finance or another financial related field * Understanding of generally accepted accounting principles * Chartered Financial Analyst (CFA) or related designation preferred * Experience in strategy development and/or operational planning as it pertains to a financial services environment * Knowledge and understanding of financial markets and the investments security settlement process * Professional experience in portfolio management, trade initiation, credit analysis, fixed income instruments, equity instruments, alternative investment instruments and financial reporting with a multi-billion-dollar organization or portfolio * Demonstrated ability to understand financial statements, cash flow analysis and credit agency reports * Professional experience in investment management, accounting, treasury, or banking * Previous experience with investment systems such as Bloomberg, MSCI BarraOne, Clearwater, etc. * Professional experience managing, testing or leading projects that improved operational efficiency and/or performance, while ensuring projects are managed responsibly and in compliance with all relevant, laws, regulations and policies We are an equal opportunity employer. All individuals, regardless of personal characteristics, are encouraged to apply. Metro Nashville is committed to selecting the most qualified candidate for each of our roles. Metro Nashville Government respects the religious beliefs and practices of all employees and will make, on request, an accommodation for such observances when a reasonable accommodation is available that does not create an undue hardship on business operations. Requests for ADA or other protected accommodations for the recruitment process should be directed to Human Resources at ************.
    $72k-136k yearly est. 3d ago
  • Portfolio Strategy Lead

    JLL 4.8company rating

    Portfolio manager job in Nashville, TN

    JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Portfolio Strategy Lead at JLL, you will be responsible for managing a large portion of the Americas real estate office portfolio including analyzing portfolio, lease, occupancy and financial information that serves as the basis for all real estate strategy development activities. You will serve as a portfolio strategy lead for specific regions (East, West, Central, LATAM) and prepare supply/demand analyses, scenario analysis, develop pro forma financials, gather and evaluate economic, demographic, location, and real estate market data while preparing business cases in support of near and long-term real estate strategy. This entails developing a variety of written communications including strategy whitepapers for the customer while driving strategic recommendations, process improvement, workplace strategy, and occupancy planning activities for a key occupier client. Working in-office Monday-Friday, you will partner with multiple stakeholders and obtain cross-functional inputs to inform strategy decisions while delivering corporate real estate portfolio strategy for a defined portfolio in the Americas real estate portfolio, directly contributing to JLL's mission of enabling clients to optimize their real estate footprint while supporting business requirements through creative approaches and comprehensive strategic analysis. What your day-to-day will look like: * Lead corporate real estate portfolio strategy for defined portfolio in Americas real estate portfolio while communicating and implementing creative approaches for client footprint optimization * Own real estate supply/demand analysis including capacity, demand, headcount forecast for near, mid, and long-term strategy with strong project management capabilities * Partner closely with Transaction Managers, Occupancy Planners, Design & Construction, Business Partnering, and Finance across the enterprise for comprehensive strategy development * Work with workplace strategists evaluating desk-sharing opportunities while maintaining familiarity with companies' return-to-office (RTO) initiatives for strategic planning * Develop frameworks to objectively evaluate real estate strategy options while defining and executing relevant qualitative and quantitative analysis * Coordinate with JLL Research team to ensure appropriate market trends, demographic and mapping data incorporation as part of strategy development * Create high-quality written & verbal client communications with whitepaper development while preparing and delivering client presentations with influence and impact * Conduct financial analysis including making scenario recommendations while demonstrating ingenuity across diverse daily activities and strategic initiatives. Required Qualifications: * Project execution experience, leadership, and client management skills with proven ability to handle complex issues, thrive in ambiguity, and deliver assignments timely * Proven ability to proactively manage multiple assignments and/or initiatives at once with strong project management capabilities and demonstrated experience * Experience developing frameworks to objectively evaluate real estate strategy options with ability to define and execute qualitative and quantitative analysis * Skills in coordinating with research teams to incorporate market trends, demographic and mapping data as part of comprehensive strategy development * Financial analysis expertise including making scenario recommendations with ability to create high-quality written & verbal client communications daily * Experience preparing and delivering client presentations with influence and impact while demonstrating whitepaper development capabilities for strategic communications * Bachelor's Degree required with ability to analyze portfolio, lease, occupancy and financial information for real estate strategy development activities Preferred Qualifications: * MBA/Master's degree preferred with 7-10 years of experience providing corporate real estate advisory services and implementing strategy * Experience executing near and long-term portfolio strategies, preferably in management consultant role with financial modeling expertise * Proficient in MS Excel, Word, and PowerPoint with Tableau and Smartsheets experience as plus for comprehensive data analysis * High degree of independence, initiative, responsibility, and accountability with ability to travel and work virtually with colleagues * Experience working with workplace strategists and evaluating desk-sharing opportunities in corporate real estate environments * Knowledge of return-to-office (RTO) initiatives and workplace strategy development with understanding of occupancy planning activities for key occupier clients. Location: On-site At JLL, we are collectively shaping a brighter way - for our clients, ourselves and our fellow employees. We choose to take the more inspiring, innovative, and optimistic path on our journey toward success. What sets JLL apart is our culture of collaboration, locally and across the globe, which allows us to create transformative solutions for the real estate industry. We support each other's wellbeing and champion inclusivity and belonging across teams. JLL is an Equal Opportunity Employer committed to diversity and inclusion. Location: On-site -Atlanta, GA, Austin, TX, Dallas, TX, Nashville, TN Job Tags: GREF If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: * 401(k) plan with matching company contributions * Comprehensive Medical, Dental & Vision Care * Paid parental leave at 100% of salary * Paid Time Off and Company Holidays * Early access to earned wages through Daily Pay JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ******************. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Accepting applications on an ongoing basis until candidate identified.
    $77k-129k yearly est. Auto-Apply 14d ago
  • Client PM Portfolio Mgr, Sr

    Old National Bank 4.4company rating

    Portfolio manager job in Nashville, TN

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants. Key Accountabilities Management of investment portfolios: Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences. Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies. Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. Transition non-compliant portfolios to approved strategies. Manage account liquidity to provide for ongoing cash demands and distributions and risk management. Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews. Salary Range The salary range for this position is $81,700 - $165,100 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Relationship management and development: Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting. Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment. Prepares and presents detailed investment information to clients. Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers. Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience. Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate. Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction. May provide leadership through interaction and mentoring of other investment associates. Participate in weekly Portfolio Manager meetings. Work individually or with a team on assigned projects. Develops and maintains current industry knowledge and expertise Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events. Accountable for personal execution of initiatives, new capability rollouts, and required training. Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies. Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations. Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions. Skills and Qualifications Bachelor's degree - Business, finance, economics or relevant degree. Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives. CFA or other advanced designation such as CPA or CFP Graduate degree such as MBA or JD preferred Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.) 10+ years of investment decision making and financial consulting experience working with high net worth clients. May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement. Requires specialized depth and/or breadth of expertise in own job discipline or field. Interprets internal/external business challenges and recommends best practices to improve products, processes, or services. Communicates difficult concepts and negotiates with others to adopt a different point of view. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $81.7k-165.1k yearly Auto-Apply 23d ago
  • Investor Relations Manager

    Ryman Hospitality Properties Inc. 4.1company rating

    Portfolio manager job in Nashville, TN

    As an Investor Relations Manager for Ryman Hospitality Properties (RHP), you will support all aspects of investor relations, including quarterly workstreams, investor-focused analyses, messaging development, and event execution with the goal of increasing shareholder value and building positive interest within the investment community. You will collaborate with internal departments to craft financial communications and regularly engage with investors and analysts to convey the company's strategy and performance. As the ideal candidate you possess a deep understanding of the hospitality industry and demonstrate strong business acumen, financial expertise, and communication skills, with the ability to distill complex business issues into compelling narratives for investors and analysts. Reports to Vice President of Investor Relations. * Analyze financial and operational data to support investor communications in partnership with corporate finance, accounting and business segment teams. * Perform comprehensive analysis of sell-side financial models and valuation methodologies. Summarize for strategic discussions with executives. * Manage the quarterly earnings process, including the development of earnings materials including press releases, scripts, presentations, etc. * Own day-to-day operations for the investor relations program, including routine deliverables, execution of the quarterly earnings process, management of the investor engagement calendar (non-T&E logistics) and service provider relationship management. * Monitor sell-side analyst research reports and news flow about the company, its competitors, and the broader industry. Synthesize key takeaways for executives. * Plan and handle investor engagement activities, including investor meetings, calls and events. * Develop and maintain regular executive-level reporting to support investor communications. * Build long-term relationships with sell-side and buy-side analysts. Address investor inquiries in line with disclosure policies and SEC regulations. Track key shareholder and investor discussions with detailed and high-level notes. * Perform other duties as assigned. Education * Bachelor's degree or equivalent experience required Experience * 5+ years' relevant experience in investor relations, equity research, investment banking, corporate development, or corporate finance * Working knowledge of capital markets structure, financial instruments, and valuation techniques * Strong financial and business background with the ability to analyze, understand, and articulate a company's business plan Knowledge, Skills and Abilities * Excellent verbal and written communication skills, including an ability to distill complex financial information into clear investor messaging * Strong understanding of financial statements, valuation models and key performance indicators; financial modeling experience required * Demonstrated strength in organization and strategic planning, with a proven ability to consistently meet deadlines * Ability to operate with a sense of urgency combined with exceptional attention to detail and accuracy * Ability to manage multiple priorities in a fast-paced environment * Proven ability to handle sensitive and confidential matters with discretion, judgment, and integrity. * Proficient with Microsoft Outlook, Word, Excel, PowerPoint, Teams, Adobe Acrobat, and Zoom * Occasional travel (up to 10%) may be required Physical Requirements Speak and hear to communicate and use both near and far vision. Frequently sit with some walking and standing. Occasionally lift/carry up to 5 lbs. Continually use bi-manual dexterity and fine motor skills for computer use. Working Conditions In-office position based in a corporate environment with individual workspaces and shared common areas which supports focused work while encouraging regular interaction among colleagues. Moderate background noise typical of a collaborative office setting.
    $79k-126k yearly est. 60d+ ago
  • Senior Manager, Asset Management

    Silicon Ranch Corporation 4.2company rating

    Portfolio manager job in Nashville, TN

    Silicon Ranch is a fully integrated provider of customized renewable energy, carbon, and battery storage solutions for a diverse set of partners across North America. We are known for putting community partnerships first, and are the only renewable energy company in the U.S. that owns and operates all of its solar ranches and has a 100% track record for successful delivery. We have the largest utility scale agrivoltaics portfolio in the country under Regenerative Energy , our nationally recognized holistic approach to project design, construction, and land management. Our model incorporates regenerative ranching and other regenerative land management practices to restore livelihoods and soil health, biodiversity, and water quality. Through our subsidiary, Clearloop, we are able to help businesses of all sizes reclaim their carbon footprint with a direct investment in building new solar projects while also helping bring renewable energy and economic development to distressed communities. By joining Silicon Ranch, you will be joining a team of experienced and dedicated individuals who have proven time and again that it is indeed possible to not only "make solar do more", but to make the promise of carbon-free, renewable energy that benefits people right where it comes from a tangible, measurable, and replicable reality. Silicon Ranch is committed to creating a diverse and inclusive workplace that is reflective of the communities in which we work and serve. We are an equal opportunity employer and will consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Job Description Position: Senior Manager, Asset Management Location: Remote Overview: Senior Manager, Asset Management is a strategic leader responsible for the performance, optimization, and risk management of Silicon Ranch's utility-scale renewable energy portfolio. The person in this position is responsible for ensuring the safe, compliant, and optimized operation of the company's utility-scale renewable energy portfolio. This role contributes to developing a high-performing asset management function, fostering a culture of safety, accountability, and continuous improvement. The senior manager ensures all contractual obligations with counterparties, service providers, and stakeholders are met in a timely and accurate manner. In addition, this position plays a key role in driving long-term strategies for operational excellence in alignment with corporate objectives. The role requires collaboration with various internal functions to optimize asset performance while also negotiating and managing vendor relationships at a senior level to ensure cost efficiency and service quality. Strong organizational skills and the ability to balance urgent operational needs with long-term planning are essential for success in this position. Main Responsibilities: • Act as the single point of accountability for the commercial operation and performance of assigned assets • Prioritize daily activities to maximize revenue generation and financial performance of assigned solar and/or BESS assets. • Monitor day-to-day operations of assigned assets and ensure projects are operating at or above expected levels. • Lead resolution of asset-related outages utilizing internal and external resources effectively to minimize safety and financial impacts • Serve as the primary point of contact for O&M providers, landowners, and local utilities. • Oversee maintenance schedules, issue resolution, and warranty claims. • Develop and track project budgets, operating expenses, and existing project revenue streams. • Ensure compliance with PPAs, interconnection agreements, and other key project contracts, as required. • Deliver performance reports for stakeholders and investors, providing independent analysis and presenting actionable insights. • Deliver executive-level reporting and insights to senior leadership and stakeholders. • Ensure all projects meet local, state, and federal regulatory requirements. • Support onboarding process and maintain revenue maximization efforts for new projects transitioning from project delivery to asset management at the achievement of commercial operation. • Coordinate with development, construction, legal, and finance teams to ensure all project documentation, contracts, and data are transferred accurately at designated Stage/Gate milestones. • Collaborate with development, engineering, and operations teams to plan and execute the integration of BESS into existing solar or hybrid assets. • Collaborate with various teams to identify opportunities for asset optimization and risk mitigation. • Lead development and implementation of strategic asset management plans such as capital improvement plans or repowering. Qualifications: • Advanced skills in Microsoft Suite, proficiency in PowerPoint & Excel, MS Power Platform (Apps, Automation, and BI). • Preferred, prior working experience with GreenPowerMonitor, QuickBase, Softwrench/Maximo, or similar project management software • Ability to travel up to 15% Education: Bachelor's Degree in Engineering, Science, Mathematics, or Finance required. Experience: • 6-8 years of professional experience, with strong preference for background in Solar/BESS, financial analysis, project management, or related fields, including 2-4 years in a leadership role. • Excellent verbal and written communication skills, with a proven ability to convey complex information clearly. • Results-driven professional with strong problem-solving skills, integrity, and a solid work ethic. • Proactive and adaptable, excelling in fast-paced, dynamic environments. • Agile in navigating organizational change while maintaining focus on priorities. • Proven collaborator, fostering effective partnerships with peers, leadership, and vendors. • Resourceful and persistent, consistently achieving objectives with professionalism. Our interview process: A typical interview process at Silicon Ranch might include the below stages. Please note that we may make changes to these steps as needed, and details will be provided to you early on in the process. Introductory Interview with our recruiter Hiring Manager Interview to dive into technical skills and behavioral questions Panel Interview to assess cross-functional skills and dive deeper into technical skills Executive Interview to answer high-level questions about SRC and the team
    $58k-106k yearly est. 4d ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Nashville, TN

    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
  • Portfolio Manager

    First Horizon Bank 3.9company rating

    Portfolio manager job in Nashville, TN

    The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. **Key Responsibilities:** + Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. + Partners with Relationship Managers to: + Meet with current and prospective clients to understand the specific customer requirements and needs. + Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan underwriting. + Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. + Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. + Assist in the structure of new loans and renewals. + Coordinates closing and booking events. + Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. + Completes loan covenant compliance and annual loan reviews and review findings. + Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). + Performs all other duties as assigned **Qualifications Include:** + Bachelors Degree in business, accounting, or finance + At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) + Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $100k-130k yearly est. 10d ago
  • Senior Asset Manager

    Actalent

    Portfolio manager job in Franklin, TN

    We are seeking a team lead to inspect water asset valves, hydrants, meters, and water meter boxes for leakage. This role involves working outdoors, using acoustic sensors to detect leaks, and reporting potential leaks to the project manager. The position requires extensive travel to job sites and engagement with various environmental conditions. Responsibilities * Conduct non-revenue water recovery and control services, including leak detection and deployment of acoustic noise loggers. * Plan and implement step tests, and recover flow and pressure data. * Progress in the industry and utilize equipment provided by the Water Asset Management division. * Complete job forms, time sheets, and required documentation. * Ensure safe working methods are applied at all times and participate in weekly safety meetings. * Read, interpret, and measure Map/GIS information. * Facilitate all Leak Detection work requirements and advise on night work as needed. * Use initiative to find solutions in the field. * Attend or conduct site meetings with clients as needed. * Responsible for equipment upkeep and produce a stock check on a quarterly basis. Qualifications * Proficiency in GIS and mapping software. * Experience with leak detection and meter reading software. * Strong troubleshooting skills and adherence to safety procedures. * Ability to complete detailed documentation. * Knowledge of Water Utility systems. * Degree in Environmental Science, GIS, Biology, Geology, or related field is preferred. * High school diploma or GED is required. * Experience with Water Distribution Systems and Acoustic Leak Detection is desirable. * Ability to work outdoors in extreme conditions, walk up to 10 miles per day, and lift up to 20 lbs. * Flexible schedule and willingness to travel extensively. * Self-motivated and capable of working independently. * Strong communication and customer service skills. * Ability to pass a drug screen. Work Environment This position does not have a traditional office; candidates will report directly to job sites. Work hours can be structured as either five 8-hour days or four 10-hour days, ensuring a minimum of 40 hours per week. The role involves travel, potentially being away for two weeks at a time. Travel destinations may include Florida, Michigan, Texas, among others. A company card will be provided for expenses such as hotel and food. Initially, the role will be travel-heavy to grow local clientele. A company vehicle and phone will be provided, and the candidate will need to use the phone for mapping and documentation purposes. The dress code includes high boots, pants, and t-shirts, with PPE such as safety vests, sun protection, and bug spray provided. Job Type & Location This is a Permanent position based out of Franklin, TN. Pay and Benefits The pay range for this position is $25.00 - $30.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Franklin,TN. Application Deadline This position is anticipated to close on Dec 22, 2025. About Actalent Actalent is a global leader in engineering and sciences services and talent solutions. We help visionary companies advance their engineering and science initiatives through access to specialized experts who drive scale, innovation and speed to market. With a network of almost 30,000 consultants and more than 4,500 clients across the U.S., Canada, Asia and Europe, Actalent serves many of the Fortune 500. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing due to a disability, please email actalentaccommodation@actalentservices.com for other accommodation options.
    $25-30 hourly 3d ago
  • Mgr, Portfolio Management

    Tractor Supply Company 4.2company rating

    Portfolio manager job in Brentwood, TN

    This position is responsible for Optimizing, Negotiating and Renewing the existing Lease Portfolio for a defined region. This role is expected to take ownership of their defined region within the overall company portfolio. This includes organizing and coordinating feedback/data from operations, facilities and lease admin to determine the go forward strategy for all current locations. This role will evaluate the best course of action for each store and negotiate in the best interests of the company. This position will be responsible for creating Real Estate Packages and obtaining Real Estate Committee approval for lease extensions, modifications or cancellations and expansions. This role will also assist lease admin in negotiations with landlords, outside of the renewal process. **Essential Duties and Responsibilities (Min 5%)** + Negotiate favorable lease terms through facility improvement allowances, rent reductions, additional Options, language adjustments or improvements/additions to the facility etc. + Manage the renewal pipeline to ensure adequate lease terms for stores while achieving annual savings. + Manage the lease exit strategy and negotiation on all closed or vacant store buildings to reduce financial exposure and create revenue via store disposition. + Partner with Merchandizing to tie the Fusion remodel decision into the portfolio renewal process, to ensure we are reinvesting in the right locations. + Partner with the New Store Real Estate Directors on relocation opportunities and ensure there is adequate lease term to cover the entire the relocation process. + Complete and prepare real estate packages for presentation to Real Estate Committee to ensure timely approval for lease extensions, expansions, store remodeling, and lease improvement. + Coordinate with legal on all documents for lease extensions and lease modifications. + Manage outside consultants and internal business partners to lease, sublease, or return to landlords unused store space to reduce expenses and/or create revenue. + Manage external business partners to facilitate lease renewal negotiations. + Track status and provide reporting on existing store locations, lease renewals, expansions and remodels. + Partner with RE Systems team to transition the Renewal process from Excel into project management software. + Work with 3rd party brokers to manage Sale Lease Back Process **Required Qualifications** Experience: 5+ years of experience in retail leasing. Retail experience is preferred. Education: Bachelor's degree in Finance, Business, or related field is preferred. Any suitable combination of education and experience will be considered. **Preferred knowledge, skills or abilities** ⦁ Knowledge of lease terminology and typical lease provisions ⦁ Strong communication and negotiation skills ⦁ Ability to read and interpret maps, plans, and blueprints ⦁ Proficient with Lease Admin Software such as Lucernex ⦁ Skilled at project management ⦁ Proficient in Microsoft Office. ⦁ Architectural plan reading skills **Working Conditions** + Normal office working conditions **Physical Requirements** + Sitting + Standing (not walking) + Walking + Lifting up to 10 pounds **Disclaimer** _This job description represents an overview of the responsibilities for the above referenced position. It is not intended to represent a comprehensive list of responsibilities. A team member should perform all duties as assigned by his/ her supervisor._ **Company Info** At Tractor Supply and Petsense by Tractor Supply, our Team Members are the heart of our success. Their dedication, passion, and hard work drive everything we do, and we are committed to supporting them with a comprehensive and accessible total reward package. We understand the evolving needs of our Team Members and their families, and we strive to offer meaningful, competitive, and sustainable benefits that support their well-being today and in the future. Our benefits extend beyond medical, dental, and vision coverage, including company-paid life and disability insurance, paid parental leave, tuition reimbursement, and family planning resources such as adoption and surrogacy assistance, for all full-time Team Members and all part-time Team Members. Part time new hires gain eligibility for TSC Benefits by averaging at least 15 hours per week during their 90-day lookback period. The lookback period starts the first of the month following the date of hire. If the 15-hour requirement was met, the benefits eligibility date will be the first day of the month following 4 months of continuous service. Please visitthis link (********************************************************************** for more specific information about the benefits and leave policies applicable to the position you're applying for. **ALREADY A TEAM MEMBER?** You must apply or refer a friend through our internal portal Click here (************************************************************************** **CONNECTION** Our Mission and Values are more than just words on the wall - they're the one constant in an ever-changing environment and the bedrock on which we build our culture. They're the core of who we are and the foundation of every decision we make. It's not just what we do that sets us apart, but how we do it. Learn More **EMPOWERMENT** We believe in managing your time for business and personal success, which is why we empower our Team Members to lead balanced lives through our benefits and total rewards offerings. For full-time and eligible part-time TSC and Petsense Team Members. We care about what you care about! Learn More **OPPORTUNITY** A lot of care goes into providing legendary service at Tractor Supply Company, which is why our Team Members are our top priority. Want a career with a clear path for growth? Your Opportunity is Out Here at Tractor Supply and Petsense. Learn More Join Our Talent Community **Nearest Major Market:** Nashville
    $50k-74k yearly est. 4d ago
  • Client PM Portfolio Mgr, Sr

    Old National Bank 4.4company rating

    Portfolio manager job in Nashville, TN

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants. Key Accountabilities Management of investment portfolios: * Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences. * Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies. * Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash. * Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. * Transition non-compliant portfolios to approved strategies. * Manage account liquidity to provide for ongoing cash demands and distributions and risk management. * Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews. Salary Range The salary range for this position is $81,700 - $165,100 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Relationship management and development: * Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting. * Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment. * Prepares and presents detailed investment information to clients. * Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers. * Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience. * Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. * Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate. * Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.May provide leadership through interaction and mentoring of other investment associates. * Participate in weekly Portfolio Manager meetings. * Work individually or with a team on assigned projects. Develops and maintains current industry knowledge and expertise * Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events. * Accountable for personal execution of initiatives, new capability rollouts, and required training. * Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies. * Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations. * Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions. Skills and Qualifications * Bachelor's degree - Business, finance, economics or relevant degree. * Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives. * CFA or other advanced designation such as CPA or CFP * Graduate degree such as MBA or JD preferred * Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.) * 10+ years of investment decision making and financial consulting experience working with high net worth clients. * May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. * Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. * Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement. * Requires specialized depth and/or breadth of expertise in own job discipline or field. * Interprets internal/external business challenges and recommends best practices to improve products, processes, or services. * Communicates difficult concepts and negotiates with others to adopt a different point of view. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $81.7k-165.1k yearly Auto-Apply 49d ago
  • Portfolio Manager

    First Horizon Corp 3.9company rating

    Portfolio manager job in Nashville, TN

    The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for underwriting new loans, annual reviews, renewals, loan covenant compliance reviews and financial collection within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. Key Responsibilities: * Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies the portfolio management team leader, senior credit officer and commercial line manager of risks on a timely basis. * Partners with Relationship Managers to: * Meet with current and prospective clients to understand the specific customer requirements and needs. * Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. * Answer client questions; ensure all data is accurate for loan underwriting. * Analyze global cash flow for restaurant, fitness and convenience and gas prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators for enterprise value and real estate related credit requests within established policy, guidelines, and turnaround times. * Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and prepares packages for approval on all new and existing credits. * Assist in the structure of new loans and renewals. * Coordinates closing and booking events. * Monitors industry trends and analyzes specific industry trend data to identify potential areas of risk. * Completes loan covenant compliance and annual loan reviews and review findings. * Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s). * Performs all other duties as assigned Qualifications Include: * Bachelors Degree in business, accounting, or finance * At least 5 years of commercial credit experience required (as credit analyst, underwriter, portfolio manager or similar position) * Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $100k-130k yearly est. 10d ago
  • Clinical Apps Portfolio Leader

    Pennant Services

    Portfolio manager job in Eagleville, TN

    About the Company Pennant Services is one of the most dynamic and progressive companies in the rapidly expanding senior living, home health, hospice, and home care industries. Affiliates of Pennant Services now operate 180 senior living, home health, hospice, and home care operations across the United States! These operations have no corporate headquarters or traditional management hierarchy. Instead, they operate independently with support from the “Service Center,” a world-class service team that provides the centralized clinical, legal, risk management, HR, training, accounting, IT, and other resources necessary to allow on-site leaders and caregivers to focus squarely on day-to-day care and business issues in their agencies. Something else that sets us apart from other companies is the quality of our most valuable resources - our people! We are dedicated to living out our culture as defined by our core values, “CAPLICO”: Customer Second, Accountability, Passion for Learning, Love One Another, Intelligent Risk Taking, Celebrate, Ownership. By incorporating these principles at all levels of our organization, our employees feel valued and excited about their impact on our service center team members and operational partners. Our culture fosters personal and professional excellence and promotes development that leads to continued success. Overview The Clinical Applications Portfolio Leader role is designed to optimize the use of clinical applications within our healthcare organization, driving operational efficiencies and improving financial performance. This role will act as a bridge between clinical operations, IT, and financial departments, ensuring that the clinical applications are technically proficient and aligned with the organization's operational goals and financial strategies. Key Responsibilities Application Optimization: Analyze and improve the functionality and utilization of clinical applications. Ensure that these tools are customized to meet the unique needs of our healthcare professionals or implemented with best practice standards if underutilized, leading to enhanced patient care and operational efficiency. Workflow Analysis and Enhancement: Continuously assess and refine workflows and processes through the adept use of clinical applications. Focus on reducing documentation time, streamlining workflow processing, and expediting ordering and signing processes to ensure timely patient lifecycle milestones are accomplished. Training and Support: Develop and deliver comprehensive training programs for agency staff, ensuring high proficiency in the use of clinical applications. Provide ongoing support and troubleshooting to address any application-related issues promptly. Identify support trends and reoccurring issues in local operations to create targeted education and self-support options for resolution. Performance Monitoring: Establish and monitor key performance indicators (KPIs) related to clinical application usage. Focus on metrics such as documentation time, workflow processing time, ordering signing time, and indirect staffing costs. Create a plan for improving current operations and a timeline to meet target metrics and maintain them once achieved. Financial Impact Analysis: Collaborate with the ED to analyze and report on the financial impact of improved operational efficiencies. Focus on demonstrating gains in financial margins attributable to optimized clinical application usage. Review current application and interface utilization, implement or remove current applications and interfaces that achieve operational goals, and work with the project manager to renegotiate pricing and contracts where applicable. Stakeholder Engagement: Foster strong relationships with stakeholders across clinical operations, IT, and finance. Understand their needs and challenges, ensuring that the portfolio of clinical applications and the local use of specific applications meet their requirements and contribute to the organization's overall success. Innovation and Improvement: Stay abreast of the latest clinical software and technology developments, including new vendor software features and new-to-market services that achieve operational goals. Propose and implement innovative solutions that can further enhance operational efficiency and financial performance. Job Requirements 3+ years of HCHB training, implementation, project management, or user experience is . Additional experience with Forcura, Waystar, Medalogix, NVOQ, supply interfaces, medication interfaces, or other clinical applications is a plus. Strong problem-solving, troubleshooting, and analytical skills. Position requires 50% travel to supported locations. Conclusion The Clinical Apps Portfolio Leader role harnesses clinical applications' full potential to transform our healthcare services. This role will drive our organization towards unparalleled operational efficiency and financial success by focusing on application optimization, workflow enhancement, and financial impact. Additional Information We are committed to providing a competitive Total Rewards Package that meets our employees' needs. We offer a comprehensive benefits package, from medical, dental, and vision plans to retirement savings opportunities through a 401(k), company match, and various other features. We believe in great work and celebrate our employees' efforts and accomplishments locally and companywide, recognizing people daily through our Moments of Truth Program. In addition to recognition, we believe in supporting our employees' professional growth and development. We provide employees with a wide range of free e-courses through our Learning Management System, as well as training sessions and seminars. Compensation: $80,000 - $100,000 Type: Full Time Location: Remote in Tennesee Travel: 50% to supported locations Pennant Service Center 1675 E. Riverside Drive, #150 Eagle, ID 83616 If interested in this position, please submit a resume for consideration. We look forward to hearing from you! About The Pennant Group You can learn more about The Pennant Group at ******************** The employer for this position is stated in the job posting. The Pennant Group, Inc. is a holding company of independent operating subsidiaries that provide healthcare services through home health and hospice agencies and senior living communities located throughout the US. Each of these businesses is operated by a separate, independent operating subsidiary that has its own management, employees and assets. More information about The Pennant Group, Inc. is available at http://********************.
    $80k-100k yearly Auto-Apply 60d+ ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Nashville, TN?

The average portfolio manager in Nashville, TN earns between $55,000 and $175,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Nashville, TN

$98,000

What are the biggest employers of Portfolio Managers in Nashville, TN?

The biggest employers of Portfolio Managers in Nashville, TN are:
  1. Tractor Supply
  2. First Horizon Bank
  3. Regions Bank
  4. Simmons Bank
  5. UMB Bank
  6. Cengage Learning
  7. AllianceBernstein
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