Portfolio manager jobs in New York - 1,593 jobs

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you\'ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Equitable operates in an agile environment across the entire organization, referred to as New Ways of Working. The Chief Investment Office is expanding its leadership team and searching for a Deputy Chief Investment Officer-a single, integrated leadership role encompassing strategic investment management, asset-liability oversight, and manager accountability. Reporting to the Chief Investment Officer, the Deputy Chief Investment Officer - General Account will manage a team of 2 to 3 professionals, collaborating with business and asset class leaders to drive the evolution of our investment functions. This highly visible position will lead critical cross-functional initiatives, advocate for the company\'s investment and risk management principles, and provide independent perspectives supporting a long-term investment approach. Role Summary & Responsibilities Strategic Asset Allocation & Product Strategy: Develop and oversee asset allocation targets across all asset classes, informed by liability profiles and risk tolerance. Lead the development and implementation of product investment strategies, maintaining close relationships with business areas. Asset-Liability Management: Ensure portfolio duration, cash flows, and risk characteristics are aligned with insurance liability obligations. Oversee ALM implementation, collaborating with stakeholders to guarantee strategic alignment. Investment Policy & Compliance: Create and maintain investment guidelines, establish risk limits, and ensure compliance with regulatory frameworks. Monitor policy adherence, aiming for zero violations of investment or regulatory requirements. Economic Capital & Risk Optimization: Maximize risk-adjusted returns while optimizing regulatory capital requirements (RBC, Solvency II). Oversee duration positioning, hedging strategies, and sensitivity analysis to manage interest rate risk. Portfolio Structuring & Manager Oversight: Drive portfolio structuring to meet key company OKRs including yield, risk, and capital usage. Engage directly with affiliated asset managers, evaluating performance, conducting due diligence, and enforcing accountability across mandates and asset classes. Performance Analysis: Analyze portfolio performance drivers, validate returns against strategic objectives, and deliver rigorous attribution analysis with >90% explained variance. Ensure affiliated manager delivers benchmark targets with prudent risk management. Risk Monitoring & Market Intelligence: Monitor portfolio risk characteristics, identify emerging risks, and provide independent market analysis and investment opportunity assessment. Lead specialized knowledge teams to validate manager decisions and uphold institutional-grade due diligence. Accountabilities Regulatory Capital Efficiency: Target improvement in capital ratios annually Asset-Liability Mismatch: Maintain duration gap within ±1 year of target matching. Strategic Performance: Deliver asset allocation decisions generating 5-10+ basis points annual outperformance. Policy Compliance: Zero violations of investment guidelines or regulatory requirements. Interest Rate Protection: Limit earnings volatility from rate movements to acceptable ranges. Capital Allocation ROI: Demonstrate 15%+ risk-adjusted return on allocated capital across asset classes. Manager Performance Validation: Ensure affiliated asset managers meet benchmarks and risk standards. Due Diligence Quality: Maintain investment evaluation standards across all asset classes. Risk Parameter Compliance: Enforce risk limits and concentration guidelines. Performance Attribution: Deliver accurate portfolio analysis with >90% explained variance in results. Cost-Effective Oversight: Provide independent validation without duplicating manager capabilities. Investment Quality: Prevent losses through rigorous screening and ongoing portfolio monitoring. The base annual salary range for this role is $275,000 - $350,000. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program A successful candidate must be skilled at working in a matrixed organization and have an established track record for building alignment and executing the work across multiple teams. Additional experience and skills that will enable candidate success include: Proven experience in portfolio structuring, communication of goals and tactics, ongoing monitoring of portfolio activities Demonstrated experience creating and leading engaging presentations for senior management/Board level meetings Experience leveraging third party relationships required Skills Asset and Liability Management (ALM): Advise portfolio managers and ALM committees on managing risk-return profiles of portfolios and products. Leads discussions on the rationale for modifying or switching asset liability portfolio risk management strategies. Predicts the future trends and developments in asset and liability management. Develops ALM portfolio and risk management strategies for unique, complex, and risky situations. Proposes alternative strategies to achieve desired and optimal ALM risk-return profiles. Business Acumen: Influences the manner in which business decisions are made through utilization of economic, financial, and organizational data to build business cases for major initiatives. Effective Communication: Communicates effectively with diverse audiences, using appropriate media and language. Ensures important messages are clearly understood. Coaches others on methods of improving their own communications. Portfolio Management: Develops innovative portfolio management strategies for unique situations. Contributes to the development of new portfolio instruments and the evaluation of their validity and relevance. Designs portfolio management processes and best practices. About Equitable At Equitable, we\'re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at ******************************* #J-18808-Ljbffr

The Real Estate Asset Management Associate will support the oversight and optimization of a portfolio of real estate investments throughout the hold period. This role focuses on driving asset-level performance, executing business plans, and supporting strategic initiatives in partnership with property management, leasing, development, and investment teams. The ideal candidate is analytically strong, detail-oriented, and capable of managing multiple assets and initiatives in a fast-paced investment environment. Key Responsibilities Asset & Portfolio Management Monitor asset-level financial performance versus budget, forecast, and underwriting Review monthly operating reports, rent rolls, leasing activity, and variance analyses Track key performance metrics including NOI, occupancy, leasing velocity, and cash flow Prepare quarterly asset reviews and portfolio-level reporting for internal stakeholders and investors Business Plan Execution & Value Creation Support execution of asset-level business plans, including leasing strategies, capital improvements, and operational initiatives Analyze and monitor capital expenditure programs and redevelopment projects Work closely with property managers, leasing brokers, and third-party vendors to drive performance Financial Analysis & Modeling Maintain and update detailed property-level financial models and cash flow projections Analyze lease transactions, renewals, tenant improvement packages, and concessions Support hold/sell analyses, refinancing, recapitalizations, and exit strategies Debt & Capital Markets Support Monitor loan compliance, covenants, and reserve requirements Assist with lender reporting, refinancing efforts, and due diligence processes Support coordination with capital partners and joint venture relationships Reporting & Governance Prepare materials for investment committee, board, and investor reporting Support audits, valuations, and internal control processes Ensure consistency in reporting and adherence to firm policies Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field 4-8 years of experience in real estate asset management, acquisitions, investment banking, or consulting

Asset Manager, Development We are seeking an Asset Manager, Development to oversee a portfolio of LIHTC properties during the development phase. This role manages projects from construction through stabilization, ensuring compliance, financial performance, and timely achievement of key milestones. Responsibilities: Manage development-phase LIHTC assets, including construction completion, lease-up, stabilization, and delivery Monitor compliance with partnership agreements and LIHTC requirements Review financial reporting, benchmarks, construction draws, and equity installments Analyze risk, review GP requests, and support deal modifications Coordinate with internal teams, developers, investors, and third-party consultants Qualifications: Bachelor's degree in finance, accounting, real estate, or related field 2+ years of experience in asset management, affordable housing, accounting, or development Strong Excel and financial analysis skills Familiarity with LIHTC/affordable housing preferred Strong communication, organization, and problem-solving skills

Brooklyn, NY - Rose Valley Capital Rose Valley Capital, a Brooklyn, NY - based, fully vertically integrated real estate investment firm with 10,000 units and $2 Billion AUM, is seeking a Senior Asset Manager with deep experience in multifamily assets, particularly garden-style, midrise and hi-rise apartments. This senior role is both strategic and hands-on: the successful candidate will help refine, scale, and lead asset management processes across our growing national portfolio. Key Responsibilities • Drive the execution of business plans to achieve portfolio-level financial and investment objectives. • Oversee transitions of newly acquired properties and support capital transactions. • Partner with property management to align operating budgets with underwriting assumptions. • Continuously evaluate performance against budget and underwriting and develop accretive business plans to enhance value. • Conduct market analysis, asset reviews, and prepare performance reporting for leadership and investors. • Identify challenges that may impact performance and recommend strategies to maximize returns. • Serve as the primary asset management liaison for internal teams (property management, acquisitions) and external stakeholders (investors, partners, lenders). • Perform on-site property inspections and operational reviews. • Lead recurring valuation processes and provide insight on portfolio value creation. Qualifications & Skills • 5-7+ years of experience managing multifamily portfolios. • Proficiency with property management systems (Appfolio, RealPage, Entrata, YieldStar/LRO). • Strong analytical, financial modeling, and market evaluation skills. • Working knowledge of debt and capital markets. • Effective communicator with excellent presentation, verbal, and written skills. • Demonstrated ability in problem-solving, decision-making, and process improvement. • Hands-on leadership style with the ability to collaborate across functions.

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview The Project Finance Portfolio Manager will be responsible for assisting the Project Finance Portfolio Management team in underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows generated by the related project (power/energy/renewables/solar). Responsibilities: Assist Portfolio Managers in underwriting certain aspects of proposed and existing transactions and assist in managing transactions according to the Bank's established guidelines and policies. Assist in evaluating numerous transaction types across a broad array of power markets and energy sectors, conducting analysis of the borrowers, counterparties, and developing cash flow models. Develop and manage financial models analyzing the economics and risks associated with project financing structures. Provide assistance with Depository Agency services, such as preparing wire transfers and fielding internal and external depository inquiries. Ongoing monitoring of credit/covenant compliance. Manage the renewal process by working with the Portfolio Managers, the client and the credit department for a variety of tasks such as credit line increases, amendments, and waivers of tripped covenants. Ensure compliance with EWB regulatory and credit requirements. Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines. Assist in the review of legal documentation for accuracy, and compliance with Credit approval requirements. Perform other administrative duties required for the maintenance of a portfolio of clients to be determined by the Portfolio Managers. Develop and maintain knowledge of market conditions. Qualifications: Strong understanding of project finance (power/energy/renewables/solar). Ability to understand and advise on complex financial proposals. Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Strong analytical and problem-solving skills. Strong Excel skills. Education and Experience: Bachelor's degree in Accounting, Finance, or Economics required; MBA preferred. 5-10 years of experience in project finance. Compensation The base pay range for this position is USD $150,000.00/Yr. - USD $225,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

A financial institution in New York is seeking a Portfolio Manager to manage and monitor commercial loan portfolios. This role requires strong relationship management, negotiation skills, and compliance with banking regulations. The ideal candidate will have 5-7 years of experience in loan account management and possess a U.S. college degree. Competitive salary range is between $90K and $110K, with potential bonuses. #J-18808-Ljbffr

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description We are looking for a corporate finance professional who has the depth of experience and flexibility to provide support across a variety of corporate treasury activities. The primary focus will be on the investment portfolio and corporate finance activities. The investment portfolio is an essential element of the corporation's overall liquidity management strategy and provides an immediate source of funds to support Visa's daily settlement processes as well as other working capital needs. The individual will be a key member of Visa's global corporate treasury group which is responsible for funding Visa's operations, liquidity risk management, investments, and capital structure. The role will also be responsible for Visa's core corporate finance functions, including stock repurchase activity, capital structure, asset liability management policies, the revolving credit facility, interaction with rating agencies, and collaboration on liquidity risk management decisions. The position will report to the Senior Director of Capital Markets & Investments. Principal Duties and Responsibilities Capital Markets & Risk Management Cooperatively formulate, identify, and execute capital structure priorities with an asset liability based risk management framework. Develop and execute stock repurchases plans in consultation with Corporate Treasury Leaders and manage the dealers' rotations Responsible for maintaining, renewing, and managing Visa's revolving credit facility and commercial paper program Responsible for strategic and tactical planning to access debt capital markets and proactively identify associated risk mitigation opportunities. Continued engagement with banks, financial institutions, and rating agencies to stay abreast with current situations impact Visa's liquidity, capital structure, and access to capital markets. Actively partner across the Treasury to drive the success of technology initiatives. Work directly with internal stakeholders to deliver various activities, including SEC reporting activities, Internal/External audits, Investor presentations etc. Lead special projects on a need basis Investment Management Develop and execute investment strategies that will meet targeted risk adjusted returns while meeting the portfolio's liquidity objectives Analyze and quantify risk/return profiles of asset classes, monitor financial markets, and have regular dialogue with brokers, assets managers, and other investment professionals Execute fixed income transactions as well as entering Repo and CP transactions for liquidity needs Assist with developing and executing cash and investment business plans that support Treasury strategies Prepare investment income budget and forecast, monthly reconciliations and related reporting including relevant financial statement disclosures. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Preferred Qualifications: 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD In depth knowledge of financial markets and instruments Experience with financial modeling, financial software, and databases Strong Bloomberg, Treasury management System (TMS), Excel and Power Point skills Chartered Financial Analyst (CFA) credential a plus Possess the business judgment to manage risk and business trade offs Strong strategic and analytic corporate finance skill set Ability to be effective in executing transactions Manage multiple priorities in a dynamic environment Strong interpersonal and communication skills, and the ability to work effectively in cross functional teams Highly motivated and results driven. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 129,200 to 206,700 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Our client is a Global Financial Services Firm currently seeking an Facilities/Office Specialist professional to add to their team. This professional will manage projects for their Americas Offices. Responsible for managing real estate services, office admin, and procurement including office expansions and office relocations. Responsibilities: Manage and Prepare RFPs and RFIs for projects, bids, analysis including KPI's Budget Management - preparing schedules, scope of work, estimates, Capex budget Coordinate internal and external teams and resources Ability to self-generate necessary documents and reports, including RFP's, analysis spread sheet and succinct but comprehensive summary and recommendation emails as well as prepare business justification papers Manage office facilities including maintenance, repairs, day to day operations, security, and HVAC. Handle, track, and budget sourcing of products, goods and services Lead real estate developments, trends, and best practices utilizing digital solutions Implement controls, and processes Experience: Bachelor's degree within Business Management, Administrative, or Facilities Experience 3+ years of Office and Facilities project management experience including PMP Certification Hand's on budget and cost management, understanding MEP, Architectural drawings experience Our client is a total compensation organization where you will be eligible for a base salary and discretionary performance bonus, including benefits. The estimated base salary range for this position is $80,000-100,000, plus OT, plus bonus.

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ****************** In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: Payment Innovation (e.g., digital payments, wallets, etc.) Card Issuing Retail Bank Payments Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. Conduct operating model assessments (people, process, org) and client needs assessments. Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. Serve as a business architect during client engagements. Participate in the development of best-in-class, reusable assets. Participate in business development to originate new client opportunities. Must be willing to travel up to 80% (Monday - Thursday) Qualification Here's What You Need: * 5+ years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery * 5+ years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models Successful track record of performing operating model design, business process design, and system functional design. Experience with vendor platforms enabling seamless delivery of payments products is preferred. Ability to develop and manage relationships with client management. Payments industry expertise in alternative/emerging payments Understanding of end-to-end payments lifecycle Business Architecture - Applied in solution planning, and requirements definition and analysis Baseline understanding of the principles of technology Requirements Analysis Functional Design Professional Skills Required: Proven ability to work independently and as a team member Proven ability to work creatively and analytically in a problem-solving environment Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Locations

A well-established CPA firm in Arnold, Missouri, is seeking a Senior Tax Manager or Tax Director to join their onsite team. This role involves leading and managing diverse tax engagements, providing strategic tax planning and consulting, and mentoring staff while fostering strong client relationships. Ideal candidates will have a CPA with over 8 years of progressive tax experience. The firm offers competitive compensation, a collaborative team culture, and a clear path for growth. #J-18808-Ljbffr

A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr

ABOUT SAVILLS Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. Savills North America is seeking an FP&A and Strategic Finance Manager to join our dynamic and collaborative team. The ideal candidate is mission-driven, action-oriented, analytical, and able to thrive in a growing and fast paced environment. This individual should have a track record of analytical acumen and rigor, process discipline, and cross-functional collaboration to align decision making and business goals and objectives. The position will work directly with the Chief Financial Officer (CFO) and Executive Team, along with cross-functional teams to ensure the organization is advancing its financial initiatives aligned with Savills goals and objectives. ESSENTIAL DUTIES & RESPONSIBILITIES Recruitment and M&A: Support the executive committee in broker recruitment and M&A processes, which includes due diligence, production of detailed financial models to evaluate opportunities, and creation of investment board packages. Represent and support the constructs of finance's Transformation (i.e., decision support) and Finance Leadership and Growth Attribute's models. Develop actionable insights to inform Recruiting and M&A decisions and business strategy. FP&A: Assist with the development senior management review materials aimed at facilitating decision-making and business performance assessments including monthly results, forecasts, pipelines, etc.. Maintain the Company's multi-year planning model to facilitate scenario analysis and ongoing tracking of long-term objectives. Identify opportunities to enhance systems, tools, and processes that improve efficiency, transparency, and scalability- focusing on using technology and PowerBi. Other duties may be assigned based on the company's strategic initiatives. Mentor and develop the FP&A Analyst as well as fostering a culture of learning and collaboration across all business functions QUALIFICATIONS Bachelor's degree (Finance, Economics, Business, or related field preferred) 5+ years of experience in pricing, financial analysis, or a related business discipline-preferably within commercial real estate, professional services, or financial sectors QUALITIES & ATTRIBUTES Strong sense of integrity with the ability to handle sensitive issues and maintain confidentiality. Strong analytical mindset: able to synthesize data from multiple sources into actionable business insights. Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Power BI, SQL, or CRM systems (e.g., Salesforce or Dynamics) is a plus. Strong time management skills with the ability to manage multiple priorities and meet critical deadlines. Proven ability to work effectively in a fast-paced, cross-functional, and global environment. Superior written, verbal, and presentation skills with the ability to distill complex information for a variety of audiences. Outstanding ability to communicate and break down complex ideas into digestible, simpler components. Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status,or any other protected characteristic. Savills participates in the E-Verify program.

Pest Control Branch Manager (All Locations) Hudson Valley Long Island Fairfield County Connecticut Reports to: VP of Operations Pay: $80,000 - $100,000 annual DOE and Location Position Overview The Branch Manager is responsible for leading all aspects of Sales and Services for their assigned location. The Branch Manager is accountable for all facets of the operation to include team leadership, staffing, training and development, customer satisfaction and retention, service delivery, operational efficiency, and new business development. Organizational Relationships: The Branch Manager reports to the Vice President, Operations. Reporting to the Branch Manager are Field Supervisors and through them, Pest Control Technicians. Duties/Responsibilities: Managing branch P&L - monitoring financial performance and expenses, driving growth, ensuring revenue and profit plans are achieved. Manage branch for achievement of Key Performance Indicators (KPI) to include Revenue, EBITA, and Customer NPS Survey Scores. Additional targeted metrics include customer retention, portfolio value, technician utilization and efficiency, employee turnover and technician accident rate. Directly managing the branch field supervisors, and through them, the field technicians. Oversees Service operations along with the Field Supervisor. Recruit, interview, hire and train branch staff. Monitoring regulatory compliance, quality control standards and ensure safety. Partner with sales staff on sales plans and forecasts associated with their branch. Ensures alignment with the company business model and guidelines, including implementing company programs and initiatives. Lead, motivate and manage team members to deliver exceptional service for our customers. Resolve customer complaints and issues promptly and professionally to ensure customer satisfaction. Responsible for the employee performance review process to include evaluation of staff performance. Makes recommendations and administers corrective actions consistent with company policy. Prepare and conduct team meetings. Occasional travel to other branches and corporate office Locations. Experience, Education, and Skills Required Education: Bachelor's degree in business administration, or a related field required. Experience: 5 + years' experience managing a portfolio of business with Profit & loss ownership and experience leading a team. Background in in Pest Control, Termite, and/or Wildlife control a plus. Proficient in Microsoft Office Products (Word, Excel, PowerPoint, etc.) PestPac experience a plus. Good problem-solving, critical thinking and decision-making skills. Exceptional organization, time management and multitasking abilities. Keen attention to detail. Exceptional interpersonal, customer service, problem-solving, as well as verbal and written communication skills. Why work for JP McHale Pest Management? We offer: HEALTH BENEFITS Medical, dental and vision coverage Company-paid life insurance Company-paid short-term disability Optional supplemental benefits Enrollment eligibility begins first of the month following date of hire FINANCIAL ASSURANCE 401(k) plan with company match Weekly pay Convenient direct paycheck deposit Team Member reward and recognition program AND MORE Eight (8) paid holidays Paid Time Off Team Member referral bonuses Opportunities to participate in community events At Anticimex, we are driven by our Purpose: To Prevent and Protect. Join us in transforming the world into a healthier, safer place through innovative and sustainable pest control solutions! **Equal Opportunity Employer** ** We are an equal opportunity (M/F/V/D) employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law. **

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non‑compliance. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escape. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Example Skills, Knowledge, and Experience Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the PwC Private team you are expected to lead the way as tax advisors dedicated to innovation, providing our clients with the right skills and technology to problem solve and deliver sustained outcomes. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level and drive overall project success, leveraging your influence, specialized knowledge, and network to deliver quality results. Responsibilities Leading large projects and innovating processes for operational excellence Interacting with clients at a senior level to drive project success Leveraging influence, knowledge, and network to deliver quality results Providing clients with the right skills and technology Confirming alignment with organizational goals and objectives Applying strategic advising to enhance project outcomes Promoting a culture of continuous improvement and excellence Developing and mentoring top-performing teams What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Required to be able to speak, read and write Japanese What Sets You Apart Proven ability to identify and address client needs Experience in building and utilizing client relationships Proven communication skills to articulate benefits Proficiency in managing resource requirements and project workflow Experience in supervising teams to foster trust Proven ability to provide timely feedback to staff Demonstrated leadership as a business advisor Experience in innovating through new technologies Proficiency in using digitization tools The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. Equal Opportunity Employment As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. #J-18808-Ljbffr

Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. What's in it for you? Salary: $73,500 - $91,000 annually (based on experience) Benefits: · Paid Time Off & Paid Federal Holidays · Medical, Dental, Vision & Life Insurance · Employee Assistance Program · Flexible Spending Accounts / HSA · 401K Employer Match · Educational Assistance · Incentives and Merit Increases · Paid Time to Volunteer ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Demonstrate understanding of HFCU's Mission, Vision and Core Values, along with expertise in HFCU's products and services, including all available tools and resources to effectively lead the branch. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU's Employee Performance Program, including but not limited to monthly 1x1 sessions. Evaluate employee performance and provide feedback and coaching as needed. Manage employee relation issues in a timely mannered and with professionalism toward resolution. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU's training and development programs. Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process. Effectively communicate with department leaders and peers to develop a network of support and collaboration. Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles and monthly branch meetings. Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through. Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership. Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount. Assume complete responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed. Proactively plan activities to aid in the attainment of monthly goals. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information. Prospecting and visiting local businesses for brand awareness and to meet our business and commercial goals. Participate in community involvement to develop relationships with community leaders within your branch's geographical location, and across HFCU's field of membership, to increase brand awareness. Oversee the branch's monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with Retail Leadership to analyze and make recommendations around managing branch profitability. Developing sales service plan to help the branch meet their goal. The ability to pivot as the business needs change. Proactively look for operational enhancements and research and share with direct leader. Maintain a safe and sound work environment adhering to all audit and security expectations. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor and support new branch managers. Performs other duties as assigned. Requirements EXPERIENCE: 3+ years as a Branch Manager with Business Development is essential. Experience on outbound calling/prospecting and visiting local businesses. Experience understanding business and commercial products. Proficiency in Microsoft Office. Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee leadership and development, project and team participation and community development. EDUCATION/CERTIFICATION: Bachelor's degree and/or a comparable combination of education and experience. Notary License required or within 6 months of hire. KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Focus on customer service and lead by example. Show strong attention to detail. Highly organized with time and team management An eagerness to grow the branch network and developing teams. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.

Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus! Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tax Manager based out of our New York, NY office,you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Withum's brand is a reflection of our people, our culture and our strength.We havebecome synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. How you'll spend your time: Reviewingindividual, trust, partnership and corporate tax returns prepares by tax staff and/or seniors for accuracy Researchingand draftingmemorandum involving complex tax matters Identifyingand implementingtax planning opportunities Handlingand resolvingtax controversies Overseeingcomplete tax research projects for a variety of clients and diverse industries Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly Servingin professional development programs as an instructor or discussion leader Thekinds ofpeoplewewant totalk tohavemany ofthefollowing: Bachelor's Degree in Accounting CPA license, JD or Masters of Science in Taxation is required At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff Excellent analytical and technical tax skills Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management Excellent analytical, organizational, project management skills, and strong attention to detail Ability to travel as needed The compensation for this position ranges from $110,000 - $180,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at careers/. @LI-JB1; #LI-Hybrid WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

Argo Group International Holdings, Inc.and American National, US based specialty P&C companies, (together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions. Job Description The Premium Tax Manager will be responsible for managing premium tax compliance, reporting, and strategic planning specifically for insurance companies. The role will also provide oversight of surcharge and assessment compliance levied on insurers. The role interacts with senior level executives, so strong business and financial acumen are necessary and the capability to articulate strategy is critical.The role will be responsible for delivery and improvement on all processes and system integrations. We are looking for a positive leader with a passion for developing people to extract their potential. Roles and Responsibilities Oversee the accurate and timely preparation and filing of state premium tax returns and estimates for various entities Ensure state mandated assessments and surcharges are remitted to tax authorities in a timely manner while limiting the net tax impact on the business Serve as a primary point of contact and manage responses to inquiries and audits from state taxing authorities Conduct detailed tax research, staying current with changes in tax laws and industry trends, and documenting tax positions to ensure compliance Delivering accounting and operational support across all areas of the business. Oversee daily/monthly/quarterly operational activities. Ensure accuracy and integrity of financial data. With deep understanding of SOX requirements, ensure compliance in all transactions and support SOX testing request. Provide high quality reporting and analysis to be used both internally and externally. Develop systems, process and controls to enhance efficiency and effectiveness. Complete ad-hoc analysis as requested by senior management. Identify improvement opportunities in current processes. Revamp processes that need enhancement, recommend solutions and implement changes. System-oriented. Evaluate feasibility to automate currently manual processes. Lead system implementations. Supervise, train and develop staff, ensuring job responsibilities are completed successfully and career progression is supported. Participate in special projects as needed. Ability to work with other departments and collaborate outside of Finance. Qualifications Strong knowledge of premium tax regulations, accounting principles, and insurance industry standards is essential. Bachelor's degree in accounting or finance. Strong knowledge of US GAAP. A minimum of 10 years in accounting and at least 5 years at management positions with progressing responsibilities and demonstrated experience managing insurance accounting operations teams. Prior experience in a publicly traded company preferred. Unquestionable ethics and integrity. Strong analytical skills and attention to detail and accuracy. Excellent interpersonal, communication, and organizational skills. Ability to work independently, manage deadlines, and balance competing priorities in a progressive environment. The base salary range provided below is for hires in those geographic areas only and will be commensurate with candidate experience. Pay ranges for candidates in other locations may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package. New York City - $119.1k - $141.8k Chicago - $109.2 - $129.9k Richmond, San Antonio and Omaha - $99.2k - $118.1k PLEASE NOTE: Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas. If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at . Notice to Recruitment Agencies: Resumes submitted for this or any other position without prior authorization from Human Resources will be considered unsolicited. BWS and / or its affiliates will not be responsible for any fees associated with unsolicited submissions. We are an Equal Opportunity Employer. We do not discriminate on the basis of age, ancestry, color, gender, gender expression, gender identity, genetic information, marital status, national origin or citizenship (including language use restrictions), denial of family and medical care leave, disability (mental and physical) , including HIV and AIDS, medical condition (including cancer and genetic characteristics), race, religious creed (including religious dress and grooming practices), sex (including pregnancy, child birth, breastfeeding, and medical conditions related to pregnancy, child birth or breastfeeding), sexual orientation, military or veteran status, or other status protected by laws or regulations in the locations where we operate. We do not tolerate discrimination or harassment based on any of these characteristics. The collection of your personal information is subject to our HR Privacy Notice Benefits and Compensation We offer a competitive compensation package, performance-based incentives, and a comprehensive benefits program-including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.

Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team. As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: * Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers. * Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities. * Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements. * Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls. * Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies. * Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation. * Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites. * Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform. * Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs. What we look for: * Bachelor's degree in Finance, Economics, Accounting, or a related field. * 3-5 years of experience in investment operations or a related middle/back-office function. * Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management. * Strong attention to detail with a commitment to accuracy and timeliness. * Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently. * Excellent written and verbal communication skills for working with customers and internal teams. * Proficiency with Google Apps or MS Office, especially spreadsheets. * Curiosity about new technologies, including AI-driven tools, and willingness to learn. * Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations. Bonus: * Experience with enterprise SaaS or fintech platforms. * Familiarity with tools such as Slack, JIRA, Confluence, or Kantata. * Exposure to APIs, AWS, or other cloud-based architectures. * CFA or CPA designation (or progress towards one). About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a "Best Workplace for Innovators," by The Software Report as a "Top 100 Software Company," and by Forbes as one of "America's Best Startup Employers." Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Hybrid

Posted Thursday, December 4, 2025 at 8:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Portfolio Manager Overview Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. Essential Functions PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. Qualifications Education: U.S. College graduate with major in related fields, strongly preferred. Experience: 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. Other Details $90K - $110K per year. Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr