Workout Portfolio Manager
Portfolio manager job in New Jersey
A local bank in New Jersey is seeking an experienced Workout Portfolio Manager to join their team. In this role, you will support the Asset Recovery Department by analyzing problem credits, assessing financial information, and recommending strategies to maximize recovery efforts. You will collaborate closely with Asset Managers to restructure non-performing or impaired loans, while ensuring compliance with policies, procedures, and regulations. This is a dynamic opportunity to contribute to minimizing loan losses and supporting the overall financial stability of the bank.
Responsibilities:
Support Asset Managers in developing strategies for restructuring problem and non-performing loans.
Gather and analyze borrower and guarantor financial information to recommend effective workout solutions.
Conduct quarterly and semi-annual loan reviews, including status updates, risk rating adjustments, and workout strategy recommendations.
Qualifications:
3+ years of experience in commercial loan portfolio management, lending, or credit analysis/underwriting.
Strong financial analysis skills with high accuracy and attention to detail.
Excellent communication, problem-solving, and organizational skills.
Audit Manager II -Enterprise Risk Management
Portfolio manager job in Jersey City, NJ
AUDIT MANAGER II- ENTERPRISE RISK MANAGEMENT WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors to assess risks, develop detailed audit programs, identify data analytic opportunities, execute audit programs, analyze results of testing performed, and effectively communicate audit results to the Audit Senior Manager/ Director and senior management in meetings, presentations, and/or written reports and memorandums. The position will support City National Bank's Internal Audit in providing independent, objective assurance over the design and operating effectiveness of the Bank's risk management practices, governance processes, system of internal controls for the Risk Management platform. The role focuses on audit coverage of the Enterprise Risk Management function and includes coverage of critical risk programs such as Risk Appetite, Issue Management, Risk Identification, Reputation Risk, Strategic Risk, Culture and Conduct Risk, Policy Governance, and Management Committee Governance. Additionally, this role is responsible for the overall assessment of the Bank's Risk Governance Framework and adherence to the Heightened Standards. Prior experience auditing against OCC Heightened Standards is necessary for this role.
WHAT WILL YOU DO?
Audit and Assurance General Requirements: Plans, executes and evaluates audit test plans for projects of medium to high complexity with a risk-based audit approach. Assesses risks and controls, designs comprehensive audit programs, executes audit procedures, supervises and reviews the work of others, analyzes and synthesizes results of testing performed, effectively communicates results to senior management to affect change, and delivers well written audit reports and other forms of communication. Manages staff assigned to engagements, and collaborates with other audit groups to effectively plan, integrate and execute audits. Understanding of the risk management functions and risks, including but not limited to the understanding of enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations. Leads and executes continuous monitoring activities periodically for the area assigned. Gathers and evaluates information received from business units and other external/regulatory sources. Ability to multi-task and work in a dynamically changing environment. Complies fully with all Bank policies, procedures, audit methodologies, training and regulatory requirements.
Data Analytics and Technology: Discover patterns, insights, trends and anomalies from straightforward analyses, data sets and visualization tools. Execute basic analyses (e.g. descriptive) and create simple visualization using standard tools. Develop requests for advanced analytics by providing detailed and clear questions to the Data Analytics Lead or Data Scientist.Applies advanced analytical techniques to test hypotheses and add insights into audit findings. Understands concepts of data lineage and data stewardship in order to develop effective data analytics that provide the insights.
Relationship Building and Client Experience: Supports the Audit Director proactively in their ongoing monitoring and discussions with business management.Continuously builds trusting relationships with Internal Audit peers and business management.Acts as the key contact and responds to inquiries from business throughout the audit process. Challenges others' thinking or approaches in a constructive manner. Advises stakeholders on internal control and governance matters and conducts proactive and ongoing risk management discussions with business leaders. Influences key stakeholders to gain buy-in, overcomes challenges and delivers on high priority initiatives, and draws conclusions or makes recommendations based on audit evidence that may involve ambiguity.
Staff Performance and Mentoring: Acts as a role model/mentor to more junior auditors and provides constructive feedback. Enhances and maintains staff morale. Prepares and conducts formal/informal training for less experienced staff members. May participate in interviews and evaluations of new applicants.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
Bachelor's Degree or equivalent
Minimum 5 years of audit or related experience in banking operations, compliance, and/or risk management activities.
Minimum 3 years of experience conducting internal audits within financial institutions.
CPA - Certified Public Accountant
CIA - Certified Internal Auditor
CAMS - Certified Anti-Money Laundering Specialist
CFE - Certified Fraud Examiner
Additional Qualifications
Strong verbal and written communication skills to effectively present to peers and business management.
Demonstrated negotiation and leadership skills needed to convey ideas and obtain management buy-in for constructive change.
Effectively manage ambiguity, work independently, think innovatively and demonstrate critical problem-solving skills.
Strong understanding of internal auditing standards, COSO and risk assessment practices.
Strong understanding of internal control concepts and application of such.
General working knowledge of banking industry laws and regulations.
Experience in planning and juggling multiple projects and with varying team members.
Experience in coaching junior auditor.
Sound knowledge and experience in IT audit is strongly preferred.
Familiar with data analytics, robotic process automation and artificial intelligence tools.
Experience in use of data visualization and reporting - e.g. Tableau and/or Alteryx is a plus.
WHAT'S IN IT FOR YOU?
Compensation Starting base salary: $99,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks .
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Finance Manager
Portfolio manager job in Cape May, NJ
Department: Finance/Projects
Finance/Development Manager
Reports to: Director of Acquisitions and Finance/CEO
Supervisory Responsibilities: None
Position Overview: Assisting the Director of Acquisitions and Company CEO in preparing construction budgets, financial projections, and offering memorandums for potential new deals as well as assisting with project management duties for an active hotel development. Some day to day asset management of our hotel portfolio including financial analysis and lender reporting will be involved.
Candidates must be detail oriented, have a financial background as well as strong writing and Excel skills.
These duties may be described as, but not limited to:
New Deal Execution:
Produces and reviews financial projections in Excel;
Analyzes and investigates new deal opportunities including researching property location, verifying historical performance and identifies potential risks and mitigants;
Identifies and analyzes market trends to project future earning potential;
Writes offering memorandums for potential new investment opportunities;
Interfaces with potential lenders and investors providing information, as needed.
Project Management:
Track construction budgets and schedules;
Research building materials and pricing to insure maximum value;
Organize and assist in the oversight of the construction and design professionals;
Prepare ad-hoc reports for management upon request as well as other related duties and special projects as assigned;
Write update letters to investors to inform them regarding process.
Asset Management:
Analyze monthly financial reports for the company's hotel portfolio;
Produce monthly draw requests with secured lenders;
Prepares ad-hoc reports for management upon request as well as other related duties and special projects as assigned;
Analyzes and evaluates departmental budget requests to prepare budgetary documents, reports, and recommendations.
Using data processing capabilities, prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness.
Other duties as assigned.
Required Knowledge, Skills, Abilities:
2 - 4 years experience in a related field.
Must possess excellent communication skills, both verbal and written.
Must possess confidential and discreet manner.
Must be proficient in Microsoft Office (Word, Excel, and Outlook).
Possesses exceptional organizational skills.
Must be able to handle multiple tasks and projects daily.
Working knowledge of real estate fundamentals.
Strong financial modeling skills.
Attention to detail.
Advanced in math applications.
Education: Bachelor's degree in accounting or related field from an accredited four-year college or university, or an equivalent combination of education and experience as required for specific job level
This description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time.
Senior Investment Actuarial Analyst - OEB
Portfolio manager job in Newark, NJ
CompanyFederal Reserve Bank of AtlantaAs an employee of the Atlanta Fed working for the Office of Employee Benefits (OEB) in the Newark, NJ office, you will help support our mission of promoting the stability and efficiency of the U.S. economy and financial system. Your work will affect the economy of the Southeast, the United States, and the world. The work we do here is important, and how we do it is just as important as what we do. We live our values of integrity, excellence, and respect every day. We do the right thing, we do things right, and we treat people right. A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.
Onsite Work Expectations:
The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person. Onsite work is an essential function of this position, and you are required to be onsite according to the schedule set by your management.
Assists with analyses and calculations that will support the maintenance of the Federal Reserve's retirement and health and welfare benefits programs. Also participates in the investment of the System's Retirement and Thrift Plan portfolios particularly as it relates to strategies intended to mitigate financial risk to the System and/or its participants. Must maintain broad-based knowledge and exposure to various aspects of benefits plan management and investments.
Key Responsibilities:
Conduct complex actuarial analyses and calculations to support the maintenance of the Federal Reserve's Retirement and Health & Welfare benefits programs.
Facilitate the collection and review of data and data action plan for actuarial reporting and valuation activities. Validate results with appropriate stakeholders.
Participate in the investment of the System's Retirement and Thrift Plan portfolios, with a focus on mitigating financial risk to the System and its participants. Assist in periodic asset class reviews and investment manager RFP's.
Lead research and development of funding analyses for the Retirement Plan.
Collaborate with external partners (e.g. independent actuary), stakeholders, plan participants, and Federal Reserve System partners (e.g., Finance & Accounting) on various actuarial projects.
Monitor and analyze emerging trends in participant behavior, utilization rates, etc., and develop recommendations based on findings.
Assist with enhancements to actuarial control processes, such as reviewing and balancing controls, to ensure accurate and ongoing processes are in place.
Demonstrate expert understanding of asset/liability matching approaches and their application to the Retirement Plan.
Possess a strong understanding of investment markets and principles, particularly fixed income and investment strategies relevant to pension actuarial calculations.
Work effectively with cross-functional teams to integrate actuarial and investment insights into broader financial and operational strategies.
Communicate complex actuarial concepts and findings to non-actuarial stakeholders in a clear and concise manner.
Provide mentorship and guidance to junior staff and other team members, fostering a culture of learning and professional development. Assist with developing presentations, training sessions and ad-hoc analyses for Reserve Bank partners.
Lead processes and projects with measurable outcomes. Lead or contribute to special projects and initiatives that require actuarial expertise, ensuring timely and successful completion.
Functional Knowledge Preferences
Strong technical knowledge of ERISA, the Internal Revenue Code, and applicable regulations and financial accounting standards as they pertain to the Federal Reserve's benefit programs.
Understanding of asset/liability matching approaches.
Experience working as, or with, enrolled, investment or healthcare actuaries are desirable.
Experience working with either pension or health & welfare actuarial calculations.
Knowledge of retiree medical funding approaches, trusts and accounting.
Some accounting background (particularly as it relates to benefit plans)
Proficiency with a variety of data analysis and data manipulation tools.
Understanding of investment markets and principles (particularly fixed income investments)
Education:
Bachelor's degree in mathematics, actuarial science, accounting, management information systems or finance; MBA or Chartered Financial Analyst (CFA) designation preferred.
Experience:
Seven+ years of experience in the areas of actuarial analysis or statistical development of various pension, health & welfare and other accrued benefit plans preferred.
Our total rewards program offers benefits that are the best fit for you at every stage of your career:
Comprehensive healthcare options (Medical, Dental, and Vision)
401K match, and a fully funded pension plan
Paid vacation and holidays, flexible work environment
Generously subsidized public transportation
Education Assistance Program
Professional development programs, training and conferences
And more…
This is not necessarily an exhaustive list of all responsibilities, duties, performance standards or requirements, efforts, skills or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change (e.g. emergencies, rush jobs, change in workload or technological developments).
The Federal Reserve Bank of Atlanta is an equal opportunity employer.
Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) YesJob CategoryAccounting/Finance Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
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Auto-ApplyCommercial Banking Portfolio Manager
Portfolio manager job in Parsippany-Troy Hills, NJ
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers……We are a Bank that Gets Things Done.
Summary: The Portfolio Manager is responsible for managing the bank's Commercial Banking loan portfolio, ensuring the performance, risk management, and relationship-building aspects are handled efficiently. In this role you will be responsible for monitoring and tracking financial metrics, covenant compliance, and overall loan performance, while maintaining strong relationships with CEOs, CFOs, and other senior executives of portfolio companies.
In addition to day-to-day portfolio management, the Portfolio Manager develops and updates policies and procedures to improve portfolio oversight and workout processes. They are also responsible for creating and executing prescriptive plans for companies that are placed on the watch list, and actively manage troubled credits, including leading workout or exit strategies to protect the bank's interests. This role requires frequent collaboration with internal and external stakeholders, including auditors and regulators, ensuring full compliance with regulatory standards and preparing for reviews of the portfolio and individual credits.
The Portfolio Manager plays a crucial role in identifying and assessing ongoing credit risk, implementing proactive strategies to address potential issues, and ensuring the portfolio remains sound. This position demands strong analytical skills, a deep understanding of credit risk management, and an ability to work under pressure while preserving the bank's assets.
The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors.
In addition to a comprehensive benefits package, this position is eligible for incentive pay based on achievement of company and/or individual goals.
Minimum Job Requirements:
Bachelor's Degree in Finance, Accounting, Management, Economics, or similar field, or equivalent work experience.
A minimum of 5 years of experience managing Commercial lending and loan portfolios management.
A minimum of 5+ years of experience in workout and special servicing.
Solid understanding of industry nuances applicable to the credits contained within the group's portfolio.
Experience writing policies and procedures for collateral monitoring, workouts, and periodic loan reviews.
Well-developed Commercial Banking credit analytic skills supported by formal credit and cash flow training.
Hands-on financial analysis, structuring, underwriting, and portfolio management focused on Commercial Banking credits.
Proven ability to handle client relationships and communicate effectively with internal and external stakeholders.
Skilled in proposing, negotiating and recommending credit and covenant structures.
Excellent communication skills with the ability to persuasively present ideas and gain commitment for proposed solutions.
Experienced in performing site visits, audits and working with regulators.
Proficiency with Microsoft Office Suite.
Primary Job Functions:
Conduct preliminary financial analysis, assess industry risks, determine collateral requirements, structure loans, set pricing, and monitor credit performance. Prepare loan presentations for approval
Proactively manage the loan portfolio to ensure adherence to credit policies by processing annual reviews, extensions, renewals, and preparing necessary waivers and grade change memos
Independently address non-routine client servicing issues and handle risk-related matters directly with customers
Maintain high-level communication and collaboration with internal and external clients on both sensitive and routine matters
Track and follow up on delinquent payments, assist in evaluating problem loans, and provide recommendations for restructuring, legal collection actions, or transferring loans to the Special Assets Department. Estimate the potential financial impact on the bank
Stay updated on local and national economic, financial, political, and legislative trends and assess their potential impact on commercial lending activities
All employees should have knowledge of bank's procedures and its compliance as it pertains to their position.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
At Blue Foundry Bank we invest in the well being of our most prized asset…….our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k) Traditional/Roth with immediate company match up to 5%; Employee Stock Ownership Plan; paid time off, and 11 paid holidays; employee referral; and educational reimbursement.
Blue Foundry offers hybrid work schedules for HQ employees; wellness programs and use of on-site gym and much more! Come join the Blue Crew community and be part of our success.
Auto-ApplyPortfolio Manager - Data Office
Portfolio manager job in Jersey City, NJ
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
* Competitive compensation, including base pay and annual incentive
* Comprehensive health and life insurance and well-being benefits, based on location
* Pension / Retirement benefits
* Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
* DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
Being a member of the CSS Data Office leadership team, the Portfolio manager will drive strategic portfolio management across all data-focused initiatives. This role is responsible for orchestrating quarterly planning sessions, managing cross-team dependencies and risks, and developing clear, actionable reporting for both internal partners and senior business leaders. The Portfolio Manager ensures that each team within the Data Office is aligned on priorities, tracking progress effectively, and communicating updates consistently.
This position offers a unique opportunity to lead a portfolio of regulatory, modernization, and strategic initiatives, while gaining exposure to senior leadership and influencing how the Data Office operates. The ideal candidate will be a strong communicator, highly organized, and comfortable navigating complex, cross-functional environments. They will serve as a central point of coordination and insight, with a deep understanding of the Data Office's commitments and the ability to represent its work confidently and accurately.
Your Primary Responsibilities:
* Portfolio Oversight: Manage and maintain the Data Office's portfolio of work across all teams, ensuring alignment with strategic priorities and visibility into progress, risks, and dependencies.
* Planning Facilitation: Lead and coordinate quarterly planning sessions across Data Office teams, driving alignment, prioritization, and resource planning.
* Reporting & Communication: Develop clear, concise reporting materials for internal leadership and external stakeholders, including Quarterly Business Reviews and business leader updates.
* Governance & Process Management: Create and manage governance processes to support consistent tracking, reporting, and decision-making across the Data Office.
* Tool Hygiene & Optimization: Audit and continuously improve tools used for portfolio tracking and communication (e.g., SharePoint, distribution lists, calendars, and work management platforms).
* Risk & Dependency Management: Identify and manage cross-team risks and interdependencies to minimize disruption and ensure delivery against the roadmap.
* Budget Support: Partner with leadership and stakeholders to support the Book of Work budget process, ensuring accurate tracking and reporting.
* Stakeholder Engagement: Collaborate with business leaders and external governance forums to ensure alignment and transparency of Data Office initiatives.
* Continuous Improvement: Champion process improvements and change adoption across teams, fostering a culture of learning and operational excellence.
* Executive Communication: Synthesize and present complex information effectively to senior leadership, ensuring clarity and strategic relevance.
* Risk & Control Alignment: Integrate risk and control processes into daily operations, proactively monitoring and escalating issues as needed.
Qualifications:
* Minimum of 4 years of related experience
* Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
* Ability to communicate effectively
* Detail oriented and organized
* Highly developed analytical skills
* Strong decision making and problem-solving capabilities
* Experience in Agile methodology is a plus
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplyManager, Portfolio Forecasting
Portfolio manager job in Jersey City, NJ
If you're seeking the stability of a growing, profitable company with the agility of a startup, we invite you to join SageSure, a leader in catastrophe-exposed property insurance. We're hiring a Manager - Portfolio Forecasting to help drive some of the company's most critical processes and support SageSure leaders in overall carrier portfolio management.
This high-impact role sits within the Carrier Operations team, which reports in through the Office of the CEO. In this position you'll combine strong analytical and technical expertise with functional leadership to deliver high-quality financial projections and portfolio insights. This is a unique opportunity to further shape portfolio forecasting best practices while working closely with senior leadership on portfolio strategy.
What you'd be doing:
Forecasting Leadership
Own the end-to-end carrier portfolio premium and exposure forecasting processes leveraging a Python and SQL-based simulation model
Collaborate with Portfolio Managers and Business Unit Leaders to align forecasting assumptions with evolving product strategies and market plans
Analyze actual portfolio performance across a range of KPIs to monitor business outcomes
Draft and deliver executive summaries for Senior Leadership on actual and projected results
Manage and mentor analyst staff supporting forecasting and performance analysis activities
Strategic & Ad Hoc Support
Generate insights on risk, exposure, and market positioning to guide strategic decision-making
Assist in the development of board materials, external carrier portfolio reviews, and investor presentations as needed
Partner cross-functionally to support financial modeling, due diligence efforts, and key business initiatives
Process & Tool Enhancements
Collaborate with the Senior Manager of Carrier Operations and internal software teams to improve and further scale forecasting capabilities
Drive further automation of existing procedures through process enhancements or creation/procurement of additional tooling
Design and manage DOMO-based applications supporting portfolio performance tracking
Develop and maintain standard operating procedures (SOPs) for all aspects of the portfolio projections process
We're looking for someone who has:
Bachelor's degree in computer science, data science, actuarial science, statistics, finance, or a related field
5+ years of experience in financial analysis, forecasting, or related functions-preferably within insurance or reinsurance.
Strong command of Python, SQL, Excel, VBA, Alteryx, and data visualization tools (e.g., DOMO, Tableau, Power BI)
Experience building and maintaining complex forecasting models
Strong knowledge of P&C insurance concepts
Proven leadership skills with the ability to develop talent and foster collaboration in a high-performance environment
Excellent analytical, problem-solving, and communication skills
Highly preferred candidates also have:
Master's degree in a relevant discipline
Professional certifications such as ARe or CPCU
Familiarity with general data management principles
About SageSure:
Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders.
SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington.
SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more.
SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.
Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.
Auto-ApplyWealth Management Portfolio Manager III
Portfolio manager job in Morristown, NJ
The primary focus will be the direct portfolio management of investment accounts from wealthy families and high net worth individuals, as well as the generation of incremental fee revenue through additional cross-selling & services from these relationships. Takes on a stewardship role in regard to customization and management of client investments based on client's objectives. To retain all assigned client base, the incumbent must establish and maintain a tight relationship to every client with the appropriate communication frequency Keep clients abreast of changes in their portfolio's, and alert them of recommended changes in investment strategy, tax and other developments, etc. Refers clients to or works in conjunction with a team providing financial planning, tax planning, and trust/estate administrative services.
This position is considered the most experienced level in this job family. As such, the incumbent is expected to lead and train less experienced WM Portfolio Managers. The incumbent reports di-rectly to the Director of Investment Strategy.
KEY RESPONSIBILITIES:
Performs portfolio management responsibilities including:
- Solicits existing portfolio customers in an effort to increase and retain AUM and cross sell Bank& BTC products and services. Initiates and participates in new business development presentations to prospective clients. Attends networking functions and business community meetings to expand social network and spread BTC reputation.
- Manages individual equity, fixed income and alternative investment accounts and asset allocation for high-net-worth client accounts.
- Helps set and record asset allocation and total return objectives based on management's investment philosophy and each client's objectives. Be responsible and accountable for diversification & stock selection for each client.
- Builds a high level of client confidence in BTC's capabilities and in his/her knowledge of investment management. Articulates investment strategies. Keeps informed of material changes in client circumstances. Stays abreast of various legal and tax consequences of investment strategies.
- Interacts with client base on a close basis in order to generate client's confidence that the comprehensive management strategies are tailored to their needs and meet/exceed their expectations.
- Communicates regularly with client's external advisors in the legal, tax and accounting professions and build referral relationships with them.
- Contributes actively in investment meetings.
- Maintains accurate records in accordance with Bank & BTC regulatory policies (including Sales Force and Reg 9).
Performs other duties as required.
MINIMUM QUALIFICATIONS:
8 or more years related within financial industry with client portfolio management responsibility for managing discretionary and non-discretionary investment accounts for high net worth in-dividuals & families.
Strong ability to analyze equity and fixed income securities and be able to initiate portfolio recommendations.
Possess broad knowledge of various asset classes as well as allocation strategies & in-vestments in equity and fixed income markets.
Prior experience in business development and proven success in client relationships.
Strong platform experience in making professional presentations.
Excellent customer service delivered in a timely professional manner.
Proficient with software programs (Microsoft Word, Excel & Outlook), financial analysis programs and discounted cash flow models.
Possess high degree of honesty and integrity. Demonstrated commitment to the highest ethical standards when dealing with clients and the public.
Excellent communication, interpersonal and organizational skills needed to deal with a mix of personalities and egos.
LICENSES AND/OR CERTIFICATES:
CFA preferred
Series 65 required, or must obtain within 90 days of hire
EDUCATION:
Bachelor's degree in Management, Finance or Business Administration. MBA in Finance preferred.
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate.
This position involves travel to customers and property locations.
· Prolonged sitting
· Lifting from 5 to 10 lbs. (printer paper, storage boxes)
· Occasional bending or overhead lifting (storing files or boxes)
· The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:ï¾ ï¾ $133,800 - $191,100ï¾ ï¾
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Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. ï¾ ï¾ ï¾ ï¾ ï¾ ï¾ ï¾
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
#LI-Hybrid
Commercial Portfolio Manager II
Portfolio manager job in Clinton, NJ
Responsible for helping to manage the Commercial & SBA loan portfolio as assigned. Perform loan reviews on the existing portfolio to reaffirm risk ratings, and upgrade/downgrade when applicable, and ensure borrowers are in compliance with covenants. In addition, will be required to occasionally contact borrowers, conduct site visits and customer meetings, and work with the credit team and loan officers to resolve customer problems. Also assist team with various Board and executive management reports.
Essential Functions
Conduct regular loan monitoring reviews.
Prepare Credit Reviews to assess asset quality, including performance against original underwriting expectations.
Evaluate borrower/sponsor financial statements, rent rolls, project status reports, and overall credit condition.
Coordinate site visits and prepare site visit reports in accordance with Credit policies and procedures.
Assist the Portfolio Management Team with reporting on the overall portfolio, including asset quality, stress testing, industry and market analysis, asset allocation, reserves, and non-performing loan analysis.
Maintain accurate loan risk ratings by analyzing loan performance and preparing annual reviews.
Ensure compliance with the Bank's Credit Policy and regulatory standards.
Serve as the loan-level expert for a portfolio of complex construction, permanent, and/or C&I loans.
Maintain a high degree of professionalism in post-closing relationships with borrowers to encourage repeat business.
Complete site visits, covenants, and annual reviews in a timely manner.
Maintain reporting information on relevant tracking systems for accurate reporting.
Participate in meetings, trainings, and special projects as assigned by management.
Work on miscellaneous projects related to credit functions or across the bank as needed.
Assist loan officers with Abrigo tickler maintenance, covenant tracking and financial statement retention.
Follow up with loan officers to obtain updated financial information including business and personal tax returns and personal financial statements.
Assist borrowers and loan officers in modifying loans as needed for payment modifications, loan restructuring, collateral release, etc..
Draft memos for any substantial changes in a borrower's financial stability or ownership structure.
Keep informed of industry changes, trends, and best practices.
Job Requirements and Qualifications
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to manage multiple tasks and meet deadlines.
Proficiency in financial reporting and risk management.
In-depth understanding of credit analysis, due diligence, and loan documentation.
Knowledge of bank structures, products, procedures, and the economic environment.
Understanding of regulatory standards and compliance requirements.
Education and Experience
Bachelor's degree in Finance, Business Administration, or related field.
Minimum of 5-8 years of experience in portfolio management, preferably within a community bank or similar financial institution.
Proven track record in managing complex loan portfolios, including real estate-based and business lending.
Licenses and Certifications
N/A
Knowledge, Skills, and Abilities
Experience in real estate-based and business lending, including credit analysis, due diligence, and loan documentation.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to manage multiple tasks and meet deadlines.
Proficiency in financial reporting and risk management.
Experience with Abrigo (aka Sageworks) desired.
Ability to work independently with little supervision.
Physical Requirements
Ability to sit for long periods of time up to 75% of work hours.
Ability to travel within Unity Bank's lending footprint to perform site visits
Ability to use hands to grasp, handle or feel.
Ability to use computer keyboard and system to enter data and process information.
Ability to use telephone to communicate with customers and employees.
Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier,
Working Conditions
Moderate sound as in business office with office machines, computers, and people traffic.
Open floor work environment.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
Catastrophe Risk Portfolio Manager
Portfolio manager job in Bedminster, NJ
Title: Catastrophe Risk Portfolio Manager
Reporting to: Director, Risk Analytics
About Hippo:
Hippo Holdings consists of national property and casualty insurance companies-including Spinnaker Insurance Company and its subsidiaries, rated A- (VIII) by A.M. Best-along with an insurance agency and a managing general agent. Enabled by technology, Hippo brings products to market through a diversified range of offerings sourced from both owned and third-party programs, available on an admitted and surplus lines basis. We partner with innovative market leaders across personal, commercial, and specialty lines, as well as traditional and non-standard opportunities.
About You:
We are looking for a Catastrophe Risk Portfolio Manager, who will primarily be responsible for the portfolio risk management of our Spinnaker Insurance carrier. This position will work closely with Program Management, Actuarial, Finance, Reinsurance, Enterprise Risk, and our external Reinsurance Broker partners, to develop catastrophe risk analyses and related insights.
What You'll Do:
Independently completing and reviewing all aspects of periodic portfolio catastrophe modeling:
Exposure data preparation and reconciliation
Performing accumulation, deterministic, and probabilistic modeling of the exposures
Peer reviewing, interpreting, and presenting modeling results
Performing standalone and marginal impact analyses to assist with new program opportunities
Supporting active catastrophe event response activities
Automating processes and workflows where appropriate to deliver efficiency gains
Assisting in the development of Hippo Enterprise internal and external catastrophe modeling views of risk
Assisting in the development, communication, and implementation of risk tolerances and limits across Spinnaker business
Serve as the internal subject matter expert on catastrophe risk, responding directly to questions from Spinnaker stakeholders
Participating in and assisting reinsurance submissions
Providing ad hoc catastrophe modeling supporting business decisions within the Program Management, Actuarial, Finance, Reinsurance, and Enterprise Risk departments
Supporting the Director of Risk Analytics in ad hoc Hippo enterprise supporting tasks
Attending catastrophe modeling conferences to understand recent events and upcoming model changes and communicating model changes and updates to stakeholders
Must Haves:
Bachelor's Degree in Mathematics, Actuarial, Finance or degree in quantitative field
2+ years of catastrophe modeling experience
Strong analytical skills supporting data driven decisions
Strong MS Office Suite skills, particularly with Excel, and the ability to write Microsoft SQL fluently
Strong communication and relationship-building skills
Organizational skills and the ability to work both independently and in teams
Nice to Haves:
Property insurance experience
Understanding of reinsurance structures and concepts
Actuarial credentials or experience
Earth science or meteorological credentials or experience
Enterprise Risk Management software experience such as TigerEye, MetaRisk or ReMetrica etc.
Benefits and Perks
Hippo treats its team members with the same level of dedication and care as we do our customers, which is why we're fortunate to provide all of our Hippos with:
Healthy Hippos Benefits - Multiple medical plans to choose from and 100% employer covered dental & vision plans for our team members and their families. We also offer a 401(k)-retirement plan, short & long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
Equity - This position is eligible for equity compensation
Training and Career Growth - Training and internal career growth opportunities
Flexible Time Off - You know when and how you should recharge
Little Hippos Program - We offer 12 weeks of parental leave for primary and secondary caregivers
Hippo Habitat - Snacks and drinks available for onsite employees
The Bedminster, NJ base pay range for this role is $100,000 - $150,000. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs and market demands.
Hippo is an equal opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.
Hippo's applicants are considered solely based on their qualifications, without regard to an applicant's disability or need for accommodation. Any Hippo applicant who requires reasonable accommodations during the application process should contact the Hippo's People Team to make the need for an accommodation known.
Hippo CCPA
Auto-ApplyPortfolio Manager
Portfolio manager job in Ridgefield, NJ
As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Board and community. This position has oversight of all aspects related to the business and operations of the community. The purpose of this role is to create a single point of contact in the community, enhance communication and create effective oversight of staff and operations. The Community Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the association and staff.
Your Responsibilities:
* Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting.
* Review organization structure, s, and functions. Make recommendations to the Board as to any potential changes.
* Partner with public, private and volunteer organizations to provide community services when necessary.
* Support the activities of the various Board sub-committees.
* Knowledge of all Community Governing documents. Provide recommendations on revisions.
* Continual process of seamless connection between the Board of Directors and committees.
* Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed.
* In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors.
* Monitor and report on the monthly financial position of the association.
* Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up.
* Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable.
* Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate.
* As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs.
* Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements.
* Attend and participate in professional group meetings. Stay abreast of new trends and innovations in the fields of community management and community programming.
* On-site visibility throughout the common areas and facilities.
* Understanding of all agreements for corporate implementation.
* Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program.
* Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions.
* Perform building inspections of interior and exterior of property and prepare action plan for opportunities.
* Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses.
* Regular attendance and punctuality
Skills & Qualifications:
* Bachelor's degree in business or related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable to not required by the state.
* A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments.
* Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred.
* Understanding of physical building management, Condominium law, financial planning and law affecting property management.
* Valid Driver's License and State Mandated Vehicle Insurance
* Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent.
Physical Requirements / Working Environment
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary.
* Must be able to sit and stand for extended periods of time.
* Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business.
* Must have finger dexterity for typing/using a keyboard.
* Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks on uneven areas.
* Talking and hearing occur continuously in the process of communicating with guests, supervisors, and other associates.
* Capable of working extended hours, to include evenings, weekends and holidays as necessary.
* This position may alternate between working indoors in a controlled climate and with proper lighting, to an outdoors setting with variable climate and lighting.
* Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills.
* Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays. Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns.
* Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs.
What We Offer:
As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.
Compensation:
$75,000 - $80,000 / annually
Disclaimer Statement:
The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
Portfolio Manager - CPAP
Portfolio manager job in Trenton, NJ
**Anticipated salary range:** $105,100 - $150,100 **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 12/16/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
**What Portfolio Management contributes to Cardinal Health**
Portfolio Management is responsible for creating and managing diverse strategic supplier partnerships that drive enterprise value with innovation, best cost and competitive advantages that benefit customers, suppliers and patients. Develops and executes strategic plans by leveraging market intelligence, industry knowledge and cross-functional collaboration. Competitive advantage is created through supplier selection and management, contract negotiation, supply chain optimization and risk mitigation.
Portfolio Management provides supplier relationship management, end to end supply chain support, and cross-functional operational improvements. Leverage fact-based data and analytics to negotiate contracts for good and services that meet or exceed fiscal expectations. Manages and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations
**_Job Summary_**
The Manager, Portfolio Management has full profit-and-loss responsibility for a product category within AtHome Solutions and drives increased revenue, profitability, market share, and brand awareness. Reporting to a Director, Portfolio Management, this job negotiates favorable agreements with vendors, executes product promotions, and tracks product changes.
**_Responsibilities:_**
+ Intimate knowledge of the CPAP and/or Respiratory Category Market
+ Leverages market and competitive intelligence to develop strategic category plans and deliver on financial objectives for the product category. Applies expert knowledge of the category to support commercial team and other areas of the business.
+ Fosters key supplier relationships and negotiates favorable agreements within the product category, applying strong financial and business acumen. Typically interacts with suppliers on an annual basis and continually evaluates supplier performance both financially and operationally.
+ Collaborates with cross functional stakeholders including Pricing, Marketing, Legal, Quality, Regulatory, Planning, Inventory Management, Finance, Sales and Operations to gain internal alignment and gather information necessary to execute category strategy.
+ Continually monitors revenue and expenses for product category against established goals and reports to Director, Portfolio Management on performance of product category and individual products.
+ Manages and optimizes category assortment planning, creating the most advantageous mix and positioning of products in the category.
+ With strong financial acumen, assesses sales trends and forecasts based on SKU data and evaluates implications for merchandising and pricing strategies.
+ Attends trade shows, conferences, and other industry events to stay abreast of market developments, liaise with suppliers, and assess new merchandising and supplier opportunities.
+ Provides guidance to less-experienced Advisor, Portfolio Management within products division based on category management experience.
**_Qualifications:_**
+ 8-12 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ Ability to analyze numbers and data
+ Microsoft Office knowledge
+ Previous category, product or sourcing management experience preferred
+ Exceptional communication and collaboration skills
+ Must be willing to travel up to 25%
**_What is expected of you and others at this level:_**
+ Manages department operations and supervises professional employees, front line supervisors and/or business support staff
+ Participates in the development of policies and procedures to achieve specific goals
+ Ensures employees operate within guidelines
+ Decisions have a short term impact on work processes, outcomes and customers
+ Interacts with subordinates, peers, customers, and suppliers at various management levels; may interact with senior management
+ Interactions normally involve resolution of issues related to operations and/or projects
+ Gains consensus from various parties involved
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Manager for Capital Investment
Portfolio manager job in Moorestown, NJ
Direct Hire
Our client in Moorestown, New Jersey is seeking an experienced Capital Investment Manager to join their team! This is an amazing full-time, DIRECT HIRE (NOT contract to hire) opportunity to work for one of the world's largest international integrated oil and gas companies with businesses located in over 30 countries! Medical, Dental, Vision and Life Insurance Benefits offered, as well as a 401K plan!
Salary: $130,000
Essential Duties and Responsibilities:
Rebranding Projects for both Retail and Wholesale sites including installation and permitting activities;
Debranding of all sites that are permanently closed;
External Appearance Program - power washing, painting, seal coating etc.;
Canopy LED strip lighting upgrades;
Capital Improvement projects;
Submit and review proposals to improve the external and internal appearance of all stations to match standards as per policies.
Complete Technical Passport which shall include all technical details about all equipment that is installed at each station;
Track and Report all temporary closed stations due to maintenance issues;
Track and authorize repairs requested by TSMs
Responsibilities will include developing scopes of work, preparing bid specifications, reviewing and approving bids and schedules, coordinates communication between the field and the office, conduct site visits, develop punch lists, inspect and approve all contracted work per agreed upon designs and standards, review and approve final invoices for payment.
The Manager for Capital Investment will be based out of the Moorestown office, with approximately 50% of his/her time spent in the field. He/she will have close contact with regional field and office staff, outside vendors and corporate personnel.
This individual is also responsible for supporting the department manager with an ongoing analysis of both capital and maintenance needs for the region, and providing supervisory direction to outside vendors on actual construction sites on a regular basis.
Assist maintenance manager in preparing capital and maintenance and construction budgets.
Assist group/department manager with maintenance issue tracking using a web based program to classify and dispatch maintenance services to develop historical records of all equipment and work completed at Company locations.
Develop and maintain construction and Safety standards and procedures to maximize Safety
Protocols.
Track and report construction schedules, timeframes for all projects, to minimize impact to Operations.
Provide field assistance to TSM's to resolve problems at individual stations.
Ensure proper federal, state and local permits are obtained for all projects.
Conduct bidding process for all projects including final selection of the vendor to maximize return on capital.
Supervise all aspects of construction from initial planning to including final punch list and reopening of sites.
Education and/or Experience:
Bachelor's Degree (B.S.E.) from four year college or university and PE certification with 2-5 years of professional experience and training or equivalent combination of education and experience.
Certificates, Licenses and Registrations:
Valid State Drivers License
Engineering Degree from accredited university
Engineering Certificate a plus
Senior Investment Analyst - Asset Based Finance (Hybrid/Newark, NJ)
Portfolio manager job in Newark, NJ
Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
The Senior Investment Analyst role in the Portfolio Analysis Group will directly support the Asset Based Finance desk, providing investment analysis, both portfolio and market based, to key internal constituents, as well as current and prospective clients. Sectors covered will include Private ABF, CMBS, non-agency RMBS, CLOs, and Asset Backed Securities. The Analyst delivers expert quantitative investment analytics and shares leadership responsibilities for the group with his or her peers. The Analyst works closely with portfolio managers, risk managers, traders, credit research, client service representatives and the sales and marketing team to deliver deal analysis, performance attribution and analytics, monitor portfolio positioning, alignment, and risk exposures, collect and analyze market data and model portfolios and custom benchmarks for portfolio management. The incumbent understands and participates in portfolio construction and trade construction within multiple sets of constraints or guidelines that exist for the portfolio sphere they cover. The ability to successfully navigate multiple, and at times competing, ad hoc requests and projects simultaneously that relate to market or portfolio analytics received from all parts of the larger Fixed Income organization is also key. The incumbent partners closely with peers throughout Fixed Income to build organizational capabilities and is responsible for setting goals and accomplishing the objectives of the Portfolio Analysis Group.
What you can expect
* Perform targeted deal analysis, prepare investment committee materials, and deliver performance attribution for Asset Based Finance portfolios, emphasizing risk, structure, and outcome across ABF asset classes.
* Integrate specific client guidelines, objectives and risk tolerances into the firm's investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios
* Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance
* Maintain the Portfolio Analysis Group's position as a world class provider of Investment Analytics and provide leadership, talent development and execution against the organization's strategic goal set.
* Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently
* Deliver and effectively communicate monthly and quarterly performance attribution analysis
* Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios
* Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modelling methodologies and risk management tools
* Ad hoc Project work including but not limited to work related to analyzing new deals in the market, answering client questions, or creating exhibits on market trends as needed by the desk.
What you will bring
* 3-5+ years of experience in Fixed Income Investments and a demonstrated passion for Fixed Income Analytics with Structured Product and Credit experience strongly preferred
* Strong demonstrated quantitative skills (project experience involving data analysis a plus)
* Advanced knowledge of MS Excel
* Experience scripting with SQL is strongly preferred and working with programming languages (Python/R) is a plus
* Tableau or other data visualization tool experience is preferred
* Ability to thrive in a fast-paced environment while working on multiple tasks both independently and within a team construct
* Maintains high levels of productivity and self-direction
* MBA, CFA, other applicable master's level work such as Statistics or Quantitative Finance or equivalent experience will be considered
* Excellent verbal and written communications skills
* Embraces and encourages change and development
* PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $120,000 to $125,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplySenior Analyst, Investor Relations
Portfolio manager job in Princeton, NJ
What The Role Is
The Clearway Finance group is seeking a Senior Analyst, Investor Relations, to support the organization's development and execution of our investor relations strategy to foster strong relationships with investors, analysts, and the broader financial community. This position is located in Princeton, NJ.
What You'll Be Doing
Market Research
Conduct market research to stay informed about industry trends, competitor analysis, and market conditions.
Stay abreast of key drivers in analyst models.
Provide company analysis and peer valuations, and stay up-to-date.
Investor Communications
Assist in the preparation of presentations, press releases, and other materials for investor meetings, conferences, and earnings calls.
Relationship Management
Develop and maintain relationships with investors, analysts, and other stakeholders through regular communication and engagement.
Data Management and Website Management
Lead the maintenance of investor interactions, CRM tracking investor interactions, as well as updating the public IR website.
IR Coordination and Back-Office support
Assist in organizing and coordinating investor events such as earnings calls, non-deal roadshows, and calls with key investors.
Evaluate key IR service providers within budget and identify new service providers to create value for the IR program.
Perform analysis to identify potential investor targets for the company to interact with; provide key takeaways on buying/selling activity of top holders of CWEN's stock
Lead interactions and strategy for engagement with retail investors
Become familiar with ESG raters and questionnaires that evaluate CWEN
What You'll Bring
Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Minimum of 2-3 years of experience in investor relations, finance, power sector, or a related field.
Strong analytical skills, excellent written and verbal communication abilities, and proficiency in financial modeling and analysis.
In-depth understanding of financial statements, capital markets, and economic principles.
Advanced knowledge of Microsoft Office suite, particularly Excel and PowerPoint. Familiarity with financial databases (Bloomberg, S&P Capital IQ) and CRM systems is a plus.
Ability to build and maintain relationships with a variety of stakeholders, including senior executives, investors, and analysts.
Meticulous attention to detail and a high level of accuracy in work output.
Ability to work collaboratively in a team environment and contribute to the success of the investor relations strategy.
Willingness to travel up to 5-10% of the time for investor meetings.
What Would Be Nice
Working knowledge of Alteryx or other data automation platforms.
Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.).
#LI-Hybrid
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals.
Salary Range Across all U.S. Locations$82,000-$115,000 USD
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
Auto-ApplyPortfolio Lead
Portfolio manager job in Springfield, NJ
As a Portfolio Lead, you are accountable for excellent service, the smooth functioning of QE Solar projects, and meeting or exceeding the negotiated service-level requirements for every internal and external client engagement. Success will come from your excellent project management skills, familiarity with solar operations & maintenance, financial awareness, human resources and its various disciplines, and working knowledge about the industry each project takes place in. Great Portfolio leads are detail oriented, organized, customer focused, diligent, intellectually curious, adaptable, resilient, comfortable with logistical challenges and possess above-average technical writing and communication skills.
Travel Requirements: As needed to meet service-level requirements and for required business meetings
Essential Duties & Approximate Commitment of Time
Scheduling required calls and meetings; Performing all required project activities & compliance, assigning resources as necessary. Escalates concerns to ensure that projects stay on-track. Track and advise on progress against established project milestones. Track and advise on progress against established project budgets (time, resources, materials, overall costs, etc.). Portfolio Leads are frequently the primary client point of contact (POC) for all day-to-day activities and management of assigned projects in the portfolio. 25%
Ensures consistency of outputs against the QE Solar standards and in accordance with client(s) requirements. Project assignments may include, but are not limited to: operational oversight, logistical management/coordination, site audits, communication, etc. 25%
Management and oversight of assigned project portfolios and battery storage systems (BESS) including all preventative maintenance, troubleshooting, repairs and operations; Occasional project site visits as well as remote troubleshooting/analysis via smart software platforms. 20%
Ensures project continuity in the event resources shift or are re-deployed during a project's life- cycle. Works with Commercial Assets Manager, advisors, consultants, clients, and other QE Solar team members to evolve and continuously improve processes, practices, and services. Presentation and report development using technologies such as PowerPoint, Word, Excel, etc. 15%
Moves projects/portfolios ahead through managerial courage, candor, and ability to ‘stand-alone; Ensures that deadlines and project requirements are met or exceeded; Provides daily oversight and direction to field staff; participates in staff hiring, performance management, co aching and training. 10%
Knowledge creation, gathering, recording: Updates and maintains technology systems, records, operating processes, procedures, and guidelines; Other responsibilities as directed by upper management. 5%
Position Requirements
Education Required:
Bachelor's Degree, preferably in Engineering, Physics or Environmental Sciences. Or, equivalent combination of education and experience
Experience Required:
5+ years of service industry, operational, and project management experience
Experience Preferred:
3+ years of managing direct reports; Prior solar/renewables operations experience a plus; Battery storage (BESS) experience a plus
Specialized or Technical Knowledge Licenses, Certifications Preferred:
PMI certification a plus; Expertise in Excel, Google, MS Office, SmartSheet; Ability to read and understand electrical/mechanical diagrams, project design drawings and other architectural plans/construction documents; Proficient understanding of electrical measurement tools, performance testing procedures and product/software program interfaces; Ability to read and interpret PVSYST models and engineering/design data
Inverter and/or BESS manufacturers' certifications (e.g SunGrow, Power Electronics, Solectria, etc), Thermography certifications (Level 1) and IT/networking skills (MODBUS, TCP/IP, FIBER, SCADA, SEL)
NABCEP PV Installer Certification a plus
Minimum OSHA 30 Certification and completion of NFPA 70E courses
CPR/First Aid
Functional Knowledge:
Strong familiarity with solar, renewables, BESS and other power systems (e.g. 600v-1500v DC systems); Knowledge of National Electrical Code, OSHA and standard design/construction practices; Familiarity troubleshooting and diagnosing issues related to computer networks and data acquisition systems; Some general Human Resources, Labor and Employment Law, Payroll, Benefits, Talent Acquisition/Recruiting, Entrepreneurship, Private Equity, Finance, Auditing are all a plus
Company/Industry Related Knowledge:
Renewable energy, especially solar and/or photovoltaic systems experience required; Engineering, Life Sciences, Utilities, Private Equity, Financial modeling and Consulting
Physical Requirements: Ability to lift 25 pounds
Ability to move safely over uneven terrain
Ability to sit or drive for prolonged periods
Ability to safely climb ladders while carrying 50 pounds
Ability to work in extreme weather
Job-specific Competencies:
In addition to the specific work experience and skills, QE Solar also seeks someone with the qualities listed below:
Exceptional work ethic, with strong values and principles
Able to work well independently and with minimal supervision
Willingness to work irregular schedules to meet client/project deadlines
Exceptionally strong communication skills, both written and verbal, interpersonal, and teamwork skills
A firm commitment to client, team, and organization success
Flexible and accommodating and able to go above and beyond the basic expectations when required
High follow-up and organizational skills
Detailed-oriented, with attention to detail for tasks that have zero tolerance for errors
Curiosity
Candor and transparency
QE Solar offers incredible benefits! We enjoy:
100% paid employee premium on health benefits; additional dependents at low costs and great plans for Health, Dental, Vision, FSA or HSA
Wellbeing and Employee Assistance
Perks at Work Marketplace for discounts on gym memberships, classes, tech, vacations, tickets, and more
Family Building and Adoption Assistance Programs
Learning & Development Opportunities
Discounted Life & Disability Insurance
Workplace Type: Onsite
Salary Range: $70,000 - $80,000 per year
Location : Springfield, NJ
Employment Type: Full-time
Location: United States
Statement to all Third-Party Agencies and Similar Organizations:
QE Solar accepts resumes only from contracted recruiting agencies with formal service agreements. Please do not send unsolicited resumes or outreach emails to our QE Solar employees, hiring managers, or team members without expressed consent or contract for services. QE Solar is not responsible for any fees or charges associated with unsolicited resumes or services.
Senior Analyst, Investments
Portfolio manager job in Jersey City, NJ
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
The Investments Strategy Analyst role will be a key member of the Manager of Managers group working with both external and internal asset managers. This role is specifically focused on helping to manage over $100 billion in corporate credit and other non-structured fixed-income assets. The Investment Strategy Analyst will report into a team with wide-ranging responsibilities and as such, will have the opportunity to develop a diverse set of skills and experience while gaining significant visibility within the firm.
About the Role
As a member of the Manager of Managers team, the Investments Strategy Analyst will be responsible for fundamental credit analysis, relative value analysis, data aggregation and reporting in support of the team's responsibilities.
Responsibilities
Managing and executing public credit trade programs internally and in conjunction with third party managers
Analyzing and approving private credit investment opportunities
Providing investment strategy recommendations to the CIO group
Working with the Credit Risk Management team on evaluating and managing non-structured credit risk
Coverage responsibilities would include a mix of Corporate Credit (Financials, Industrials and Utilities), Municipal, Emerging Market and Sovereign Bonds across the Investment Grade and High Yield universe.
What we are looking for
Bachelor's degree with 2+ years' experience in Corporate Credit or equity analysis
Experience in financial statement analysis and modeling; working knowledge of macro-economics is a plus
Strong computer skills including proficiency in Excel is required; some programming knowledge is preferred; Bloomberg and Aladdin experience is preferred
Excellent communication skills (written and oral), a proven ability to convert data into useful information, and an ability to influence the investment process in a collaborative way
A self-starter who is inquisitive, hard-working, determined, detailed, flexible and capable of multi-tasking as well as working under tight deadlines
Compensation
The anticipated salary range for this position is $65,000 to $107,000 [NY, NJ] at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate's geographic location, skills, experience and other qualifications.
In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan
Work Location
This position is based in Corebridge Financial's [New York City, NY or Jersey City, NJ] office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
#LI-ST1 #LI-HYBRID
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
IN - InvestmentEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoCorebridge Institutional Investments (U.S.), LLC
Auto-ApplySenior Analyst - Investor Relations
Portfolio manager job in Jersey City, NJ
Senior Analyst - Investor Relations
ACCOUNTABLE TO: Senior Vice President - Investor Relations
Job Type: Full-time
About the Company:
The Federal Farm Credit Banks Funding Corporation (Funding Corporation) is a financial institution that issues debt securities to finance the loans, leases, and operations of the Farm Credit System (FCS), the network of borrower-owned lending institutions serving the U.S.'s rural communities and agriculture sector.
The Funding Corporation's services help to connect securities market investors with the System's vital mission: to facilitate the growth of farmers and rural communities, thereby strengthening the American agricultural system.
Why Work With Us:
At the Funding Corporation you have the ability to be part of something special, leveraging your knowledge and skills to support the people who help feed, fuel and clothe the world. The Farm Credit System supports rural communities and agriculture with reliable, consistent credit and financial services, today and tomorrow.
We offer a positive company culture where you will work alongside kind people in a collaborative environment and emphasis on maintaining work-life balance.
POSITION OBJECTIVES: Support Head of Investor Relations and department in efforts to build and maintain a diverse investor base for Farm Credit Debt securities. Contribute to development and execution of investor relations strategies and messaging. Assure database and Funding Corporation website integrity for efficient use in investor development.
PRINCIPAL RESPONSIBILITIES
Collaborate with the Senior Vice President to develop and execute an Investor Relations (IR) plan designed to strengthen existing relationships and build new relationships with institutional investors.
Utilize investor data to help drive IR strategy and assist with all aspects of planning, preparing and executing investor meetings, calls, conferences and
Support investor message development by monitoring, researching and reporting on industry trends.
Collaborate with finance, financial management and information systems teams to assure timely and accurate messaging.
Create investor profiles, verify reports and provide analysis to support investor marketing and targeting.
Maintain the investor memos and activity records (currently in Microsoft Dynamics 365).
Develop marketing material including investor presentations, website content, reports, etc. and maintain IR webpage content.
Collaborate with IR Database Administrator to assure data integrity.
Engage with individuals within the Farm Credit System.
Participate in select meetings, conferences and road shows.
Willingness to travel for investor meetings, industry events and conferences occasionally.
Other projects/research/analysis as assigned.
BACKGROUND & QUALIFICATIONS
Bachelor's degree in Finance, Business, Communications or related field.
2+ years of prior work experience in capital markets or comparable
Understanding of financial reports and other investor documentation and communication.
Strong interpersonal skills that will help to develop and maintain relationships with key
Strong written and verbal communication skills. Ability to synthesize information in a clear and concise manner.
Understanding of debt market, buy-side capital market.
Understanding of dealer groups and debt capital markets ecosystem.
Interest in U.S. Agriculture industry.
Proficiency in Microsoft Office Suite: Word, Excel, Outlook, and Familiarity with CRM software.
Ability to multi-task and meet strict
Excellent attention to detail.
Additional Information:
Office location - 101 Hudson Street, Suite 3505, Jersey City, NJ
Hybrid Work Schedule: Onsite T/W/TH, Remote M/F
Compensation range: $80-95k (DOE)
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
The Funding Corporation is an Equal Opportunity Employer and does not discriminate based on race, color, religion, national origin, sex, age, marital status, disability, protected veteran status or any other status protected by federal, state or local law.
Senior Investment Management Analyst - OEB
Portfolio manager job in Newark, NJ
CompanyFederal Reserve Bank of AtlantaAs an employee of the Atlanta Fed working for the Office of Employee Benefits (OEB) in the Newark, NJ office, you will help support our mission of promoting the stability and efficiency of the U.S. economy and financial system. Your work will affect the economy of the Southeast, the United States, and the world. The work we do here is important, and how we do it is just as important as what we do. We live our values of integrity, excellence, and respect every day. We do the right thing, we do things right, and we treat people right. A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.
Onsite Work Expectations:
The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person. Onsite work is an essential function of this position, and you are required to be onsite according to the schedule set by your management.
Assists with the oversight of the administration of the investments in the Federal Reserve Systems Thrift Plan and Retirement Plan. Areas of responsibility include preparing, collecting, and interpreting financial information; preparing reports, forecasts, and returns; conducting financial analyses of proposals, investments, and fund sources; reviewing and analyzing investment opportunities in private equity and private real estate; assisting with asset allocation studies, credit analysis; and ensuring compliance with investment policies and procedures.
Key Responsibilities:
Accountable for low/medium complexity Asset Management work including asset allocation studies and product evaluations.
Research and respond to inquiries from external partners, stakeholders, plan participants and Federal Reserve System partners like Finance & Accounting.
Uses data to assist in preparing reports and presentations on each Plan's invested assets.
Identify best practices, perform benchmark analysis and comparisons, and evaluate emerging trends.
Develop presentations and training sessions for Reserve Bank partners.
Lead processes and projects with measurable outcomes.
Education: Bachelor's Degree; MBA Preferred
Experience: Seven + years; extensive experience analyzing institutional investment portfolios or equivalent experience.
Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) YesJob CategoryHuman Resources Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
Auto-ApplyPGIM Fixed Income: Senior Investment Analyst (Hybrid/ Newark, NJ)
Portfolio manager job in Newark, NJ
Job Classification: Investment Management - Portfolio Research A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
A junior research position on the ABS credit research team within the Securitized Products group of PGIM Fixed Income. The successful candidate will work closely with the ABF and ABS portfolio management teams to help formulate ABS strategy and help monitor the ABS portfolio. The successful candidate will be responsible for analyzing transaction collateral and economic conditions, assigning and maintaining internal credit ratings, reviewing transaction structures and documentation packages, communicating with investment banking teams, working closely with portfolio management and other internal colleagues to determine investment suitability and relative attractiveness, conducting surveillance on existing investments, and following industry trends.
What you can expect
* Contribute to capital deployment strategies by identifying high-impact opportunities across ABS sectors and issuers, fueling investment idea generation and market positioning.
* Present and support investment research and relative value trading strategies to the Structured Products ABS portfolio management team, shaping the risk and positioning of the ABS book.
* Engage with an issuer's executive team to analyze business models, operational strategies, and financial health in the process of developing and maintaining internal credit ratings.
* Assess issuer performance by integrating bottom-up historical data with top-down macroeconomic trends to inform risk-return expectations and influence security level buy, hold, or pass decisions.
* Design, enhance, and maintain analytical tools and visualizations to strengthen risk and analytics frameworks, to drive actionable data driven insights.
* Impact ABS sector strategies by monitoring emerging consumer and commercial performance trends, macroeconomic indicators, and legal and regulatory changes.
* Track ABS portfolio positions to evaluate credit risk, rating stability, and cash flow dynamics, while identifying trading opportunities.
* Advance ESG integration by contributing to proprietary ESG Impact Ratings and documenting ESG engagements.
* Build and nurture relationships with market participants-including buy-side investors, legal teams, rating agencies, sell-side firms, and trustees-to gain insights on emerging market dynamics.
* Develop and deliver client-facing materials that support presentations for prospective and existing PGIM Fixed Income clients.
What you will bring
* BA/BS degree (MBA, MS and/or CFA are pluses)
* Candidate should have 3-5 years of experience in in fixed income, banking, capital markets, or credit research. Exposure to securitized products (e.g., MBS, ABS) is helpful but not required.
* Programming and Visualization Skills a plus (Power BI, Python, R, Tableau)
* Outstanding performance in prior experience and demonstrated leadership qualities
* Works well as part of a team and enjoys a fast paced, high intensity environment
* Possesses strong communication and presentation skills
* Has a keen interest in capital markets and asset-backed securities
* Possesses strong attention to detail and possesses excellent creative and technical skills
* Solid capabilities in fixed income or quantitative finance mathematics
* PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The annual base salary range for this role is from $120,000 to $125,000.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-Apply