Portfolio manager jobs in Nashville, TN - 267 jobs

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Additional Responsibilities Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act. We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights. Global LoS Tax Job Requirements and Preferences Basic Qualifications Minimum Degree Required (BQ) Bachelor Degree Required Field(s) of Study (BQ) Accounting Minimum Year(s) of Experience (BQ) 5 year(s) Certification(s) Required (BQ) CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications Preferred Knowledge/Skills Demonstrates in-depth knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds: Leveraging knowledge of structuring of funds and fund management companies to limit tax liability; Possessing in-depth knowledge of alternative investment strategies and vehicles; and, Utilizing in-depth tax technical skills, including partnership tax forms. Demonstrates in-depth experience identifying and addressing client needs: Experience with complicated partnership structures; Experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; Showcasing a desire to learn more about the renewable energy industry Innovating through new and existing technologies, along with experimenting with digitization solutions; Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; Utilizing digitization tools to reduce hours and optimize engagements; Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; Building, maintaining, and utilizing networks of client relationships and community involvement; and, Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials; Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; Seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

Job Title: Tax Manager Requirements: Must have 5-7+ Years of Public Accounting Experience (with a CPA firm), at least 3 Year as a Tax Manager, and an Active CPA We are one of the premier mid sized CPA firms in the region serving industries like real estate, construction and technology. We have several full time opportunities available for Tax Managers (also hiring Tax Seniors) to join the team immediately. Work life balance is important to us and we are looking to add to our rapidly growing team. If this sounds like you, please read on and you are encouraged to apply ASAP! Top Reasons to Work with Us Fantastic Work/Life Balance including long weekends when not in season! 5 Weeks PTO 401k Match Full Medical, Dental & Vision Excellent career growth opportunity What You Need for this Position 5-7+ years minimum of relevant public accounting experience At least 3 Year as a Tax Manager Active CPA or EA

Job DescriptionDescription: THE ROLE The Associate Portfolio Manager position within Truxton Wealth is designed to prepare promising investment professionals to be Portfolio Managers. We expect Associate Portfolio Managers to support and assist our team of Portfolio Managers with analytical support, trading and administrative operations, and client presentations and communications. The position will feature a rotation with one-on-one work with each of our Portfolio Managers and regular check-ins to gauge interests and needs. We are looking for self-motivated candidates who display an eagerness to learn, a passion for investments, and a desire to serve our clients. WHAT YOU WILL BE DOING Shadowing Portfolio Managers, performing client-specific work and assisting with management of investment focus areas Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities Maintaining strong knowledge and command of current and anticipated capital market conditions and how it relates to Truxton Wealth portfolio positioning Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF's, Mutual Funds, and alternative asset managers Partnering with Wealth Advisors on specific client and prospect cases to develop an understanding of the process; learning foundational command of trust administration, tax and investment management Facilitating internal and external investment-related discussions and communications, consistent with Truxton Wealth's philosophy and style. Providing world-class service to clients and prospects through effective articulation and communication of investment concepts, strategies, recommendations, and results Analyzing the portfolios of clients and prospects using custodial statements and various software systems Learning to implement and maintain client portfolios, ensuring consistency with investment policy, Truxton Wealth asset allocation guidelines, appropriate risk controls, and desired tax efficiency Creating and reviewing investment related content such as client proposals and reviews, market and economic updates, and topical investment commentaries Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships Requirements: Attributes and Abilities Strong foundational command of the investment and comprehensive wealth management industry, practices and issues Eager to understand client's financial situations and personal circumstances Able to deliver distinctive and thoughtful client service and expertise in a manner that secures client confidence Adoption of our culture of entrepreneurship and teamwork Experience and Skills 3+ years of relevant wealth and investment management experience Proficient in robust analytical systems such as FactSet and Bloomberg Education and Designations Bachelor's Degree in Finance, Accounting, or Economics preferred Pursuing or holding a professional designation (CFP, CFA, CTFA, CPA, etc.) ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton's vastly experienced team of professionals provides customized solutions to its clients' complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). MISSION STATEMENT To do the right thing every day, putting our clients' interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life. WHAT WE OFFER 401k + company match Medical, life, dental, vision insurance Paid federal holidays and vacation Employee assistance program (EAP) Support towards continued learning and industry certifications WHY YOU SHOULD WORK HERE Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (top-ranking TN bank) based on 3-year ROAE Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title Opportunities for incentive bonuses through new business referral

Full-time Description THE ROLE The Portfolio Manager has dual and integrated responsibilities within Truxton Wealth services: constructing and modifying the Truxton investment program and delivering thoughtful client-specific investment management. As a member of Truxton's Investment Committee, Portfolio Managers evaluate risk and return potential of firm investment strategies. Each Truxton client has a dedicated Portfolio Manager, who writes investment policies appropriate for each client's goals and circumstances and develops a plan to implement those policies. We are looking for leaders with a passion for investments and empathy for client goals and concerns. WHAT YOU WILL BE DOING Providing the Wealth investment team with insights and recommendations on strategic and tactical asset allocation decisions given current market and economic conditions Delivering analytical support and enhancing internal processes for Wealth's two principal equity strategies, including portfolio construction, idea generation, screening, qualitative analysis and buy/sell decisions Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF's, Mutual Funds, and alternative asset managers Partnering with Wealth Advisors to develop and deliver comprehensive strategic financial advice to Wealth prospects and clients by using quantitative skills to review current investment holdings, budgets, alternative assets, tax situation, estate plans, liquidity needs, insurance coverage, etc. Articulating investment concepts, strategies, recommendations, and results to clients and prospects, including written commentary for distribution Implementing and maintaining client portfolios ensuring consistency with investment policy, Wealth asset allocation guidelines, appropriate risk controls and desired tax efficiency Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships Requirements Attributes and Abilities Strong foundational command of the investment and comprehensive wealth management industry, practices and issues Firm understanding of trust administration, tax and investment management Eager to understand client's financial situations and personal circumstances Able to deliver distinctive and thoughtful client service and expertise in a manner that secures client confidence Adoption of our culture of entrepreneurship and teamwork Experience and Skills 10+ years of relevant wealth and investment management experience Proficient in robust analytical systems such as FactSet and Bloomberg Education and Designations Bachelor's Degree in Finance, Accounting, or Economics preferred Advanced Degree, JD, or MBA preferred CFA Charter Holder designation preferred ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton's vastly experienced team of professionals provides customized solutions to its clients' complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). MISSION STATEMENT To do the right thing every day, putting our clients' interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life. WHAT WE OFFER 401k + company match Medical, life, dental, vision insurance Paid federal holidays and vacation Employee assistance program (EAP) Support towards continued learning and industry certifications WHY YOU SHOULD WORK HERE Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (top-ranking TN bank) based on 3-year ROAE Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title Opportunities for incentive bonuses through new business referral

Our bank client is seeking to fill a Commercial Loan Portfolio Manager role in the Murfreesboro, TN area. This selected candidate will be responsible for independently managing a large Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank's existing clients. This position includes a generous salary of up to $110K plus bonus and a full benefits package. (This is not a remote position). Commercial Loan Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank's marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank's loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriately, and timely risk rated in accordance with the Bank's loan policy. Requirements Who Are You? You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor's degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, and time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrates a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. Benefits This position includes a generous salary of up to $110K plus bonus and a full benefits package. (This is not a remote position).

Direct responsibility and accountability for lease renewals, expansions, and relocations within a defined territory. Responsible for identifying, researching, negotiating, and securing additional lease term, expansion opportunities, or relocation deals. Presents potential sites for approval to the TSC Real Estate Committee and provides high-profile input to support decision-making. Coordinates lease renegotiations, expansion and relocation development activities across multiple departments, including Real Estate, Construction, Legal, Operations, and Research. Serves as a key player in managing and optimizing the existing Tractor Supply and Petsense store portfolio. This role will evaluate the best course of action for each store and negotiate in the best interests of the company. This role will also support 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. * Drive Fusion remodel store selection and integrate into the portfolio process to ensure we are investing in the right locations. * Manage the end-to-end relocation and expansion process in collaboration with Real Estate Directors, Market Strategy, and Finance, ensuring well-supported and accurate decisions for store development. * Complete and prepare real estate packages including Proformas for presentation to Real Estate Committee to ensure timely approval for lease extensions, expansions, store remodeling, and lease improvement. * Direct and oversee all legal documentation activities for lease extensions, expansions, relocations, condemnation matters and lease modifications, serving as the primary liaison with Legal to ensure timely, accurate, and strategically sound outcomes. * Direct outside consultants and internal business partners to lease, sublease, or return to landlords unused store space to reduce expenses and/or create revenue. * Direct external resources (brokers and developers) as needed to help execute expansions, relocations or lease renewals * 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. * Manage surplus property from our fee development program to ensure a timely sale and maximize gains. Manage and direct 3rd party brokers to ensure sale of surplus property. Required Qualifications Experience: * 7-10 years in an active retail store site selection and deal making role. * Past supervisory experience preferred. * Direct field experience required. * Past accountability and success in achieving company expansion goals across metrics of productivity, timeliness, cost and quality of all work. * Existing knowledge of active developers, brokers, and other retail real estate professionals. * Fluency in all related terminology and practices. * Ability to grow into a position to hire and direct additional internal and external resources as a leader. * Exceptional organization negotiation, presentation, analytical and project management experience and capabilities. * Strong drive for results is essential. 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. 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.

This position can sit in our Murfreesboro or Chattanooga office and will need to occasionally commute to Tullahoma/South Central FirstBank branches. The Portfolio Manager (PM) supports Relationship Manager (RM) sales efforts through the growth, development and effective management of loan portfolios, helping ensure positive performance. Under the supervision and direction of the Group Portfolio Manager or Market Leadership, the PM assesses risk by evaluating, designing and overseeing aspects of the portfolio construction, and assists in driving profitability by performing financial and credit analysis; contributes to client relationships in conjunction with the RM. Essential Duties and Responsibilities: Review documents for pre- and post-closing including the submission of pre-requisite and recurring credit source documentation to the bank's imaging system. Prepare, review and monitor reports to ensure FirstBank guidelines for compliance and credit monitoring are being met. Analyze credit requests and perform financial statement analysis utilizing the bank's standardized analysis tools. Monitor reports analyzing loan commitments and outstanding balances by customer, loan type, property type, location, size, etc. Partner with market leadership, Regional Presidents and Regional Credit Officers in support of the RMs to promote client portfolio growth and strong asset quality. Monitor past due information and future maturities, alerting the RMs as needed. Perform the analysis of key financial metrics for input in commercial loan risk rating matrices to ensure accurate stratification of the bank's commercial loan grading portfolio. Demonstrate an understanding of financial spreads, modeling and monitoring. Perform research to maintain current knowledge of industry trends, economic trends and regulatory impacts on borrowers that may affect the ability to repay a loan in their respective portfolio. May assist in the preparation of pitch books for prospective clients. May participate in, or independently execute, the sales process as part of a well-functioning team with the Relationship Manager and/or Relationship Manager Associate. Attend meetings and represent the PM and/or RM teams as needed. Function as part of the RM team as a capable secondary point of contact for commercial clients. Provide consistent, distinctive service to all clients when delivering the FirstBank service experience. Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols. Provide independent analysis of credit requests and provide an effective challenge in loan approval and grading utilizing credit policy. Ensure source documentation and credit analysis are accurate and timely supported. Possess a sound knowledge of credit policy and its application to credit requests Regular and reliable attendance. Perform other duties as assigned. Qualifications: Education and/or Experience: Bachelor's degree in finance or similar field preferred Experience in banking specifically loan operations, lending or credit Skills and Abilities: Strong verbal and written communications; one-on-one and in team environments Ability to allocate time effectively and independently to prioritize timelines Strong personal organizational and time management skills Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.

←Back to all jobs at MACON BANK & TRUST COMPANY Loan Portfolio Manager (Application MUST be completed for consideration) REQUIREMENTS/QUALIFICATIONS: Education and Experience: Bachelor's degree in Finance, Business Administration or related field preferred. Minimum of 3 years of experience in banking, lending or credit analysis. Strong understanding of loan documentation, compliance and regulatory requirements. OBJECTIVE: Overseeing and managing a portfolio of commercial and consumer loans to ensure compliance with bank policies, regulatory requirements, and risk management standards. This role focuses on maintaining credit quality, monitoring performance and supporting customer relationships to achieve the bank's lending objectives. ESSENTIAL FUNCTIONS: The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function. Portfolio Management: Monitor assigned loan portfolio for performance, risk indicators, and compliance; review loan documentation for accuracy and completeness; track maturities, renewals, and covenant compliance. Risk Assessment: Identify potential credit risks and recommend corrective actions; prepare periodic risk reports for management review. Customer Relationship: Serve as a contact for borrowers within the portfolio; respond to inquiries regarding loan terms, payments, and servicing. Reporting & Analysis: Generate portfolio performance reports and present findings to management; assist in preparing regulatory and internal audit documentation. Preform detailed credit analysis on new and existing borrowers. Assess financial statements, cash flow and collateral adequacy. Prepare credit memos. Collaboration: Work closely with loan officers, processors, and operations staff to ensure smooth servicing; support cross-functional projects related to lending and compliance. Perform all task in accordance with Bank policies, operating procedures, internal and external audit as well as examiners regarding work procedures Provide information for and support to external audits, compliance reviews, loan reviews, and regulatory examinations Participate in bank functions / activities, some of which may be after normal banking hours Other duties and responsibilities as may be assigned Please visit our careers page to see more job opportunities.

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.

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.)

Are you interested in joining a purpose-driven company in the music industry? Do you thrive in a collaborative, hybrid work environment? If you do, we would like to get to know you. WORKING AT THE MLC The MLC is committed to excellence, service and transparency. Our culture is collaborative, and our team works in a hybrid environment. On our team, you are respected, valued for your unique strengths and experiences, and empowered to identify and resolve your own challenges. Are you interested in helping create a purpose-driven company in the music industry? Do you thrive in a collaborative, entrepreneurial environment? If you do, we'd like to get to know you. WORKING AT THE MLC The Mechanical Licensing Collective (MLC) is committed to excellence, service, transparency, and diversity. Our culture is collaborative, our people are adaptable, and our office environment is open. On our team, you are respected, valued for your unique strengths and experiences, and empowered to identify and resolve your own challenges. THE ROLE In this role, you will be very engaged in the distribution process with a dedicated focus on ensuring works registration data and royalty payments are correct and are properly matched to sound recording information. This role includes feedback to support process and performance improvement. Your role will be critical to support Rights Management needs for The MLC team. QUALIFICATIONS Bachelor's degree in a related field preferred One-year experience in music publishing administration, copyright or in a related field Supervisory experience strongly preferred Strong analytical / excel skills Excellent communication skills Strong attention to detail Flexible with changing demands ESSENTIAL RESPONSIBILITIES YOU WILL PROVIDE SPECIALIST EXPERTISE BY: Researching, reviewing, and resolving copyright and royalty issues Researching questions from publishers about matches Engaging in the distribution payee review to determine sources of variances (unfavorable and favorable) Engaging in the debits and credits process Tracking service-levels to publishers using operational KPIs Triaging publisher service issues with The MLC and/or vendors; specializing in addressing issues for unmatched usage claiming, royalty payments and statements YOU WILL SUPPORT RIGHTS MANAGEMENT AT THE MLC BY: Conducting outreach and communications with Members of The MLC, tracking situations and feedback from Publishers Researching, reviewing, and resolving copyright and royalty issues related to musical works As needed, matching sound recording usage reported by licensees to musical works Interfacing with other departments and MLC vendors to assist with identification and location of copyright owners of musical shares Analyzing and creating reports as needed YOU WILL CHAMPION THE MLC'S CULTURE BY: Applying The MLC's Guiding Principles to your work and your behaviors Being process-oriented, data-driven, and tech-savvy; being collaborative, curious, and open to new ideas Engaging in a diverse and dynamic team; continuing with personal development Inspiring others with your enthusiasm and humility THE MLC IS AN EQUAL OPPORTUNITY EMPLOYER THAT COMMITS TO PURSUING, HIRING, AND CELEBRATING A DIVERSE WORKFORCE AND CREATING AN INCLUSIVE ENVIRONMENT. THE MLC DOES NOT MAKE EMPLOYMENT DECISIONS BASED ON RACE, COLOR, RELIGION OR RELIGIOUS BELIEF, ETHNIC OR NATIONAL ORIGIN, SEX, GENDER, GENDER-IDENTITY, SEXUAL ORIENTATION, MARITAL STATUS, CITIZENSHIP STATUS, DISABILITY, AGE, MILITARY OR VETERAN STATUS, OR ANY OTHER CATEGORY PROTECTED BY LOCAL, STATE, OR FEDERAL LAW. THIS POLICY APPLIES TO ALL TERMS AND CONDITIONS OF EMPLOYMENT, INCLUDING RECRUITING, HIRING, PLACEMENT, PROMOTION, TERMINATION, LAYOFF, TRANSFER, LEAVES OF ABSENCE, AND COMPENSATION. YOU WILL CHAMPION THE MLC'S CULTURE BY: Embracing The MLC's leadership values and applying The MLC's Guiding Principles to your team's work Being process-oriented, data-driven, and tech-savvy; being collaborative, curious, and open to new ideas Building a dynamic team; mentoring team members; developing future leaders Inspiring others with your enthusiasm and humility THE MLC IS AN EQUAL OPPORTUNITY EMPLOYER THE MLC DOES NOT MAKE EMPLOYMENT DECISIONS BASED ON RACE, COLOR, RELIGION OR RELIGIOUS BELIEF, ETHNIC OR NATIONAL ORIGIN, SEX, GENDER, GENDER-IDENTITY, SEXUAL ORIENTATION, MARITAL STATUS, CITIZENSHIP STATUS, DISABILITY, AGE, MILITARY OR VETERAN STATUS, OR ANY OTHER CATEGORY PROTECTED BY LOCAL, STATE, OR FEDERAL LAW. THIS POLICY APPLIES TO ALL TERMS AND CONDITIONS OF EMPLOYMENT, INCLUDING RECRUITING, HIRING, PLACEMENT, PROMOTION, TERMINATION, LAYOFF, TRANSFER, LEAVES OF ABSENCE, AND COMPENSATION.

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

Recognized by Newsweek in 2024 and 2025 as one of America's Greatest Workplaces for Diversity Make Lives Better Including Your Own. If you want to work in an environment where you can become your best possible self, join us! You'll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing programs catered to your overall health and wellness. Full suite of health insurance, life insurance and retirement plans are available and vary by employment status. Part and Full Time Benefits Eligibility Medical, Dental, Vision insurance 401(k) Associate assistance program Employee discounts Referral program Early access to earned wages for hourly associates (outside of CA) Optional voluntary benefits including ID theft protection and pet insurance Full Time Only Benefits Eligibility Paid Time Off Paid holidays Company provided life insurance Adoption benefit Disability (short and long term) Flexible Spending Accounts Health Savings Account Optional life and dependent life insurance Optional voluntary benefits including accident, critical illness and hospital indemnity Insurance, and legal plan Tuition reimbursement Base pay in range will be determined by applicant's skills and experience. Role is also eligible for team based bonus opportunities. Temporary associates are not benefits eligible but may participate in the company's 401(k) program. Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year. The application window is anticipated to close within 30 days of the date of the posting. Education and Experience Bachelor Degree or equivalent experience. A minimum of 3-5 years in a related industry, primarily with a senior living, healthcare or hospitality focus. Certifications, Licenses, and Other Special Requirements Must possess a valid driver's license and have access to a private vehicle for business use. Management/Decision Making Uses strong analytic skills and an in-depth understanding of the organization and the business in order to handle arising problems and issues. Solves diverse problems using solid analytical skills where limited precedents or guidelines exist. Knowledge and Skills Has an advanced knowledge of the organization, industry, and a functional discipline. Extensive understanding of technical areas gained through experience and used to complete and/or oversee assignments. Ability to work independently, with guidance in only the most complex situations. Ability to forecast problems and maintain strong conflict resolution skills. Working knowledge of Microsoft Office applications. Microsoft Project experience is helpful. Strong relationship skills, along with excellent written and verbal communication skills. Physical Demands and Working Conditions Standing Walking Sitting Use hands and fingers to handle or feel Reach with hands and arms Stoop, kneel, crouch, or crawl Talk or hear Ability to lift: up to 25 pounds Vision Requires interaction with co-workers, residents or vendors Occasional weekend, evening or night work if needed to ensure shift coverage Possible exposure to communicable diseases and infections Exposure to latex Possible exposure to blood-borne pathogens Possible exposure to various drugs, chemical, infectious, or biological hazards Requires Travel: Occasionally Brookdale is an equal opportunity employer and a drug-free workplace. Plans, monitors and manages internal programs. Serves as an expert in own area within the organization. Interprets internal or external business issues and recommends solutions/best practices. Solves complex problems; takes a broad perspective to identify solutions. Leads or coordinates program planning, resourcing, staffing, scheduling, supply and subcontract management, vendor relationships, progress reporting, troubleshooting and people management. Ensures program results meet requirements regarding technical quality, reliability, schedule, cost and industry standards. Monitors program performance and recommends schedule changes, cost adjustments or resource additions. Ensures program documentation in accordance with corporate policies and procedures. 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. An associate should perform all duties as assigned by his/her supervisor.

The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfolio conditions. Partners with Relationship Managers to manage credit proposals and renewals; independently prioritizes requests, identifies risk and risk ratings, recommends and evaluates credit structure, and prepares proposals. Contributes to the development of profitable long-term credits. **Essential Duties and Responsibilities** + Primarily responsible for underwriting and servicing of commercial loan portfolios + Proactively identifies credit weaknesses / trends and alerts management to deterioration + Collaborates with RM to prioritize new credit requests, renewals, and reviews + Provides risk ratings and recommends appropriate credit structure + Identifies policy exceptions + Prepares approval, commitment, proposal document, and participates in documentation process including the identification of covenants and other key provisions + Participates in customer meetings to discuss alternative credit structures and to clarify any questions. Also interacts with clients during due diligence and finalizing credit package + Serves as a secondary customer contact to the Relationship Manager **Supervisory Responsibilities** + No supervisory responsibilities **Qualifications:** + Bachelor's degree in business, finance, accounting or equivalent work experience + 5+ years commercial credit or lending experience required; 10+ preferred + Strong analytical abilities, credit underwriting skills + Goal oriented, ability to take initiative using strong problem-solving skills + Strong relationship building and interpersonal skills + Excellent verbal and written communication skills + Strong organizational skills + Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (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.

Job DescriptionDescription: THE ROLE The Portfolio Manager has dual and integrated responsibilities within Truxton Wealth services: constructing and modifying the Truxton investment program and delivering thoughtful client-specific investment management. As a member of Truxton's Investment Committee, Portfolio Managers evaluate risk and return potential of firm investment strategies. Each Truxton client has a dedicated Portfolio Manager, who writes investment policies appropriate for each client's goals and circumstances and develops a plan to implement those policies. We are looking for leaders with a passion for investments and empathy for client goals and concerns. WHAT YOU WILL BE DOING Providing the Wealth investment team with insights and recommendations on strategic and tactical asset allocation decisions given current market and economic conditions Delivering analytical support and enhancing internal processes for Wealth's two principal equity strategies, including portfolio construction, idea generation, screening, qualitative analysis and buy/sell decisions Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF's, Mutual Funds, and alternative asset managers Partnering with Wealth Advisors to develop and deliver comprehensive strategic financial advice to Wealth prospects and clients by using quantitative skills to review current investment holdings, budgets, alternative assets, tax situation, estate plans, liquidity needs, insurance coverage, etc. Articulating investment concepts, strategies, recommendations, and results to clients and prospects, including written commentary for distribution Implementing and maintaining client portfolios ensuring consistency with investment policy, Wealth asset allocation guidelines, appropriate risk controls and desired tax efficiency Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships Requirements: Attributes and Abilities Strong foundational command of the investment and comprehensive wealth management industry, practices and issues Firm understanding of trust administration, tax and investment management Eager to understand client's financial situations and personal circumstances Able to deliver distinctive and thoughtful client service and expertise in a manner that secures client confidence Adoption of our culture of entrepreneurship and teamwork Experience and Skills 10+ years of relevant wealth and investment management experience Proficient in robust analytical systems such as FactSet and Bloomberg Education and Designations Bachelor's Degree in Finance, Accounting, or Economics preferred Advanced Degree, JD, or MBA preferred CFA Charter Holder designation preferred ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton's vastly experienced team of professionals provides customized solutions to its clients' complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). MISSION STATEMENT To do the right thing every day, putting our clients' interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life. WHAT WE OFFER 401k + company match Medical, life, dental, vision insurance Paid federal holidays and vacation Employee assistance program (EAP) Support towards continued learning and industry certifications WHY YOU SHOULD WORK HERE Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (top-ranking TN bank) based on 3-year ROAE Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title Opportunities for incentive bonuses through new business referral

Full-time Description THE ROLE The Associate Portfolio Manager position within Truxton Wealth is designed to prepare promising investment professionals to be Portfolio Managers. We expect Associate Portfolio Managers to support and assist our team of Portfolio Managers with analytical support, trading and administrative operations, and client presentations and communications. The position will feature a rotation with one-on-one work with each of our Portfolio Managers and regular check-ins to gauge interests and needs. We are looking for self-motivated candidates who display an eagerness to learn, a passion for investments, and a desire to serve our clients. WHAT YOU WILL BE DOING Shadowing Portfolio Managers, performing client-specific work and assisting with management of investment focus areas Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities Maintaining strong knowledge and command of current and anticipated capital market conditions and how it relates to Truxton Wealth portfolio positioning Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF's, Mutual Funds, and alternative asset managers Partnering with Wealth Advisors on specific client and prospect cases to develop an understanding of the process; learning foundational command of trust administration, tax and investment management Facilitating internal and external investment-related discussions and communications, consistent with Truxton Wealth's philosophy and style. Providing world-class service to clients and prospects through effective articulation and communication of investment concepts, strategies, recommendations, and results Analyzing the portfolios of clients and prospects using custodial statements and various software systems Learning to implement and maintain client portfolios, ensuring consistency with investment policy, Truxton Wealth asset allocation guidelines, appropriate risk controls, and desired tax efficiency Creating and reviewing investment related content such as client proposals and reviews, market and economic updates, and topical investment commentaries Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships Requirements Attributes and Abilities Strong foundational command of the investment and comprehensive wealth management industry, practices and issues Eager to understand client's financial situations and personal circumstances Able to deliver distinctive and thoughtful client service and expertise in a manner that secures client confidence Adoption of our culture of entrepreneurship and teamwork Experience and Skills 3+ years of relevant wealth and investment management experience Proficient in robust analytical systems such as FactSet and Bloomberg Education and Designations Bachelor's Degree in Finance, Accounting, or Economics preferred Pursuing or holding a professional designation (CFP, CFA, CTFA, CPA, etc.) ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton's vastly experienced team of professionals provides customized solutions to its clients' complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). MISSION STATEMENT To do the right thing every day, putting our clients' interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life. WHAT WE OFFER 401k + company match Medical, life, dental, vision insurance Paid federal holidays and vacation Employee assistance program (EAP) Support towards continued learning and industry certifications WHY YOU SHOULD WORK HERE Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (top-ranking TN bank) based on 3-year ROAE Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title Opportunities for incentive bonuses through new business referral

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!

Job Description Are you interested in joining a purpose-driven company in the music industry? Do you thrive in a collaborative, hybrid work environment? If you do, we would like to get to know you. WORKING AT THE MLC The MLC is committed to excellence, service and transparency. Our culture is collaborative, and our team works in a hybrid environment. On our team, you are respected, valued for your unique strengths and experiences, and empowered to identify and resolve your own challenges. Are you interested in helping create a purpose-driven company in the music industry? Do you thrive in a collaborative, entrepreneurial environment? If you do, we'd like to get to know you. WORKING AT THE MLC The Mechanical Licensing Collective (MLC) is committed to excellence, service, transparency, and diversity. Our culture is collaborative, our people are adaptable, and our office environment is open. On our team, you are respected, valued for your unique strengths and experiences, and empowered to identify and resolve your own challenges. THE ROLE In this role, you will be very engaged in the distribution process with a dedicated focus on ensuring works registration data and royalty payments are correct and are properly matched to sound recording information. This role includes feedback to support process and performance improvement. Your role will be critical to support Rights Management needs for The MLC team. QUALIFICATIONS Bachelor's degree in a related field preferred One-year experience in music publishing administration, copyright or in a related field Supervisory experience strongly preferred Strong analytical / excel skills Excellent communication skills Strong attention to detail Flexible with changing demands ESSENTIAL RESPONSIBILITIES YOU WILL PROVIDE SPECIALIST EXPERTISE BY: Researching, reviewing, and resolving copyright and royalty issues Researching questions from publishers about matches Engaging in the distribution payee review to determine sources of variances (unfavorable and favorable) Engaging in the debits and credits process Tracking service-levels to publishers using operational KPIs Triaging publisher service issues with The MLC and/or vendors; specializing in addressing issues for unmatched usage claiming, royalty payments and statements YOU WILL SUPPORT RIGHTS MANAGEMENT AT THE MLC BY: Conducting outreach and communications with Members of The MLC, tracking situations and feedback from Publishers Researching, reviewing, and resolving copyright and royalty issues related to musical works As needed, matching sound recording usage reported by licensees to musical works Interfacing with other departments and MLC vendors to assist with identification and location of copyright owners of musical shares Analyzing and creating reports as needed YOU WILL CHAMPION THE MLC'S CULTURE BY: Applying The MLC's Guiding Principles to your work and your behaviors Being process-oriented, data-driven, and tech-savvy; being collaborative, curious, and open to new ideas Engaging in a diverse and dynamic team; continuing with personal development Inspiring others with your enthusiasm and humility THE MLC IS AN EQUAL OPPORTUNITY EMPLOYER THAT COMMITS TO PURSUING, HIRING, AND CELEBRATING A DIVERSE WORKFORCE AND CREATING AN INCLUSIVE ENVIRONMENT. THE MLC DOES NOT MAKE EMPLOYMENT DECISIONS BASED ON RACE, COLOR, RELIGION OR RELIGIOUS BELIEF, ETHNIC OR NATIONAL ORIGIN, SEX, GENDER, GENDER-IDENTITY, SEXUAL ORIENTATION, MARITAL STATUS, CITIZENSHIP STATUS, DISABILITY, AGE, MILITARY OR VETERAN STATUS, OR ANY OTHER CATEGORY PROTECTED BY LOCAL, STATE, OR FEDERAL LAW. THIS POLICY APPLIES TO ALL TERMS AND CONDITIONS OF EMPLOYMENT, INCLUDING RECRUITING, HIRING, PLACEMENT, PROMOTION, TERMINATION, LAYOFF, TRANSFER, LEAVES OF ABSENCE, AND COMPENSATION. YOU WILL CHAMPION THE MLC'S CULTURE BY: Embracing The MLC's leadership values and applying The MLC's Guiding Principles to your team's work Being process-oriented, data-driven, and tech-savvy; being collaborative, curious, and open to new ideas Building a dynamic team; mentoring team members; developing future leaders Inspiring others with your enthusiasm and humility THE MLC IS AN EQUAL OPPORTUNITY EMPLOYER THE MLC DOES NOT MAKE EMPLOYMENT DECISIONS BASED ON RACE, COLOR, RELIGION OR RELIGIOUS BELIEF, ETHNIC OR NATIONAL ORIGIN, SEX, GENDER, GENDER-IDENTITY, SEXUAL ORIENTATION, MARITAL STATUS, CITIZENSHIP STATUS, DISABILITY, AGE, MILITARY OR VETERAN STATUS, OR ANY OTHER CATEGORY PROTECTED BY LOCAL, STATE, OR FEDERAL LAW. THIS POLICY APPLIES TO ALL TERMS AND CONDITIONS OF EMPLOYMENT, INCLUDING RECRUITING, HIRING, PLACEMENT, PROMOTION, TERMINATION, LAYOFF, TRANSFER, LEAVES OF ABSENCE, AND COMPENSATION.

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: Manager, Asset Management Location: Remote Overview: This role is responsible for ensuring the safe, compliant, and optimized operation of the company's utility-scale renewable energy portfolio. This role's top priority is to oversee Health, Safety, Security, and Environmental (HSSE) performance, maintain regulatory and contractual compliance, and drive performance to meet or exceed production and financial targets of their assigned assets. The manager also 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 managing internal reporting, budgeting, and administrative processes to support strategic decision-making. The role requires close coordination with Operations & Maintenance (O&M) teams, Engineering, and other internal departments or external vendors to resolve challenges and implement performance improvement initiatives. 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 across multiple locations 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. Track and assist with development of project budgets, operating expenses, and all existing project revenue streams. Ensure compliance with PPAs, land leases, interconnection agreements, and other key contracts, as required. Develop and deliver monthly and quarterly performance reports for stakeholders and investors, providing independent analysis and presenting actionable insights. Ensure all projects meet local, state, and federal regulatory requirements. Lead the 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. Ensure accurate setup of asset data in asset management platforms. 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. Support senior management in development and implementation of strategic asset management plans to improve asset performance. Qualifications: 5-7 years of professional experience, with strong preference for background in Solar/BESS, financial analysis, project management, or related fields. Bachelor's Degree in Engineering, Science, Mathematics, or Finance preferred, but not required. 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. 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% 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