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Investor Relations Manager
Gaia Real Estate
Portfolio manager job in Miami, FL
GAIA Real Estate is seeking an experienced Investor Relations Manager to support capital formation and fundraising across its real estate investment platforms. The role works closely with senior leadership on new fund initiatives, investor outreach, and capital raising efforts, helping expand the firm's investor base.
The ideal candidate has experience in real estate private capital, is comfortable engaging prospective investors, and can support fundraising processes and investor-facing materials.
Requirements:
• 5+ years of experience in investor relations, capital markets, or real estate
• Experience supporting capital raising and new fund initiatives
• Strong communication and organizational skills
• Bachelor's degree required
• Based in Miami, FL
$69k-123k yearly est. 4d ago
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Senior Analyst, Development & Investments
Foundry Commercial 4.2
Portfolio manager job in Boca Raton, FL
Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do…
we value authentic human experiences.
At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other.
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas.
This is a great opportunity to develop the following:
Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities;
Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment;
Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it;
Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and
Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams.
Essential Job Functions:
Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc.
Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc.
Develop advanced financial models and analysis using Argus and MS Excel.
Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders.
Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations.
Execute the investment process, including underwriting, capitalization, due diligence, and closing.
Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements.
Aid on special projects and complete other duties as assigned.
Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”.
Education and Experience Requested:
Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred.
Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred.
Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures.
Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences.
Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving.
Relentless attention to detail with strong research, analytical and problem-solving skills.
Excellent organizational, interpersonal, and oral/written communication skills.
Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
Extremely high energy, fast-paced and driven to succeed.
Foundry Commercial is an Equal Opportunity Employer
Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
$68k-116k yearly est. 3d ago
Commercial Banking Manager
Accenture 4.7
Portfolio manager job in Miami, FL
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 750,000 people serving clients in more than 120 countries. We combine our strength in technology 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 Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ******************
We Are:
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
* Industry experience within business, commercial, or corporate banking segments.
* Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
* Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
* Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
* Source and coordinate work from other internal workforces.
* Develop our next-generation Wholesale credit technology offerings.
* Become a trusted advisor for C-suite clients looking to solve critical business problems.
* Drive business development to originate new client opportunities.
* Build your reputation as an industry thought leader.
* Travel, as required, up to 80%.
Qualification
Here's What You Need:
* Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
* Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfoliomanagement, trading) project management experience with relevant systems
* A Bachelor's degree
Bonus Points If You Have:
* Extensive transformation strategy or operating model design experience in commercial banking.
* Launched new product offerings in the banking industry.
* Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
* Advanced degree or financial industry certification.
* Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
* Demonstrated experience developing and managing relationships with senior client executives.
* Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
* Structured problem-solving and ability to simplify complex initiatives to improve execution.
* Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino, Loan IQ, AFS, ACBS)
Professional Skills
* Proven ability to operate within a collaborative environment.
* Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
* High energy level, focus, and ability to work well in demanding client environments.
* Excellent communication (written and oral) and interpersonal skills.
* Strong leadership, problem-solving, and decision-making abilities.
* Unquestionable professional integrity, credibility, and character.
What's in it for you?
* You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
* At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
* Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
* You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
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 anticipate this job posting will be posted on 01/24/2026 and open for at least 3 days.
Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:
U.S. Employee Benefits | Accenture
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 $87,400 to $293,800
New Jersey $100,500 to $293,800
Washington $100,500 to $270,300
Locations
$100.5k-293.8k yearly 2d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Miami, FL
Tax Manager - Public Accounting Firm (Confidential Search)
Work Style : Hybrid (flexible in-office schedule)
Compensation : $120,000 - $175,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long‑term client relationships, and consistent year‑over‑year growth. They take pride in offering a modern approach to work‑life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S‑corps, and closely‑held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid‑sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you're open to exploring growth‑oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
joey@solidrockrecruiting.com
(605) 601-4597
#J-18808-Ljbffr
$120k-175k yearly 2d ago
LATAM Finance Control Senior Manager - Drive Financial Excellence
American President Lines 4.5
Portfolio manager job in Miami, FL
A global leader in shipping and logistics is seeking a Finance Control Senior Manager for the LATAM region. This role will oversee financial processes and ensure compliance with group standards. Key responsibilities include monitoring cost-effectiveness, managing audits, and developing finance teams. Ideal candidates possess a post-graduate degree in Finance, with significant experience in finance and external audit. Proficiency in English and Spanish, along with analytical skills, are essential for success.
#J-18808-Ljbffr
$70k-92k yearly est. 2d ago
Tax Manager
Super Recruiter LLC
Portfolio manager job in Miami, FL
Main Responsibilities
Lead the preparation and review of U.S. federal, state, and international tax filings for corporations and partnerships.
Manage ASC 740 tax provision calculations and ensure compliance with GAAP and other regulatory standards.
Conduct complex tax research, interpret evolving tax laws, and advise on implications for business operations.
Partner with cross-functional teams on tax planning strategies, M&A activity, and business structuring.
Represent the company during audits and manage communication with tax authorities.
Drive continuous process improvements in tax compliance, reporting, and internal controls.
Qualifications
6+ years of tax experience, ideally in public accounting and/or corporate tax departments.
Deep knowledge of U.S. federal and state income tax laws, GAAP, and ASC 740.
Experience with corporate, partnership, and/or international tax compliance and planning.
CPA or MST strongly preferred.
Strong research, documentation, and presentation skills.
Bachelor's degree in Accounting, Finance, or a related field.
#J-18808-Ljbffr
$71k-101k yearly est. 5d ago
Finance Transformation Consulting Manager
Auxis 3.8
Portfolio manager job in Fort Lauderdale, FL
Auxis is looking for a strategic Finance Transformation Consulting Manager to join our F&A Outsourcing practice. You will partner with global clients to solve high-value operational challenges, redesigning finance processes and implementing cutting-edge digital technologies.
If you are a leader who thrives on driving organizational change and delivering tech-enabled financial excellence, we want to hear from you.
1. Job Summary
As a Consulting Manager, you will lead end-to-end finance transformation projects, from strategy and pre-sales to execution. You will act as a trusted advisor to senior executives, managing cross-functional teams to deliver high-quality business cases, shared services strategies, and digital roadmaps. This role requires a blend of subject matter expertise in F&A and the leadership presence to own client relationships and drive organic growth.
2. Responsibilities
Strategy & Advisory: Lead the development of finance transformation roadmaps, business cases, and shared services strategies aligned with industry best practices.
Team Leadership: Mentor and manage cross-functional teams, ensuring optimal resource allocation and a high-performance culture.
Project Execution: Own the end-to-end delivery of complex projects, proactively managing risks, budgets, and stakeholder expectations.
Operational Optimization: Guide clients through process optimization (P2P, O2C, R2R), technology adoption, and change management workshops.
Growth & Innovation: Identify cross-selling opportunities, contribute to practice methodologies, and stay at the forefront of emerging digital trends (AI, Automation, Analytics).
3. Skills and Experience
Must Haves:
Education: Bachelor's or Master's in Accounting, Finance, or Business.
Experience: 5+ years in Accounting/Controllership or Management Consulting, with at least 3 years leading finance transformation or GBS/Shared Services transitions.
Technical Expertise: Deep proficiency in P2P, O2C, and R2R cycles; hands-on experience with SAP or major ERPs (NetSuite, Dynamics 365).
Digital Savvy: Proven track record of solving F&A challenges using technology-driven solutions (Automation, AI, Data Analytics).
Leadership: Exceptional stakeholder management skills and a history of developing high-performing consulting teams.
Nice to Haves:
Bilingual (English/Spanish).
Experience implementing RPA, BI, or Workflow tools.
Relevant Certifications: CPA, PMP, Scrum Master, or Six Sigma.
$67k-94k yearly est. 1d ago
Senior Manager, Wealth Tax - Trusts & Estates
Bpbcpa
Portfolio manager job in Fort Lauderdale, FL
A prominent accounting firm in Florida is seeking a Senior Manager of Tax Services for Private Wealth. This role involves advising high-net-worth individuals on complex fiduciary tax matters, leading engagements, and mentoring staff. Qualified candidates should have a Bachelor's degree, CPA, and at least eight years of experience in trust and estate taxation. Strong leadership and communication skills are essential. Benefit from a collaborative environment while expanding private client services.
#J-18808-Ljbffr
$64k-95k yearly est. 4d ago
Portfolio Manager
Atto Trading Technologies
Portfolio manager job in Miami, FL
About Us
Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in cash equities and futures.
We are building a global, diverse team, with experts in trading, statistics, engineering, and technology to trade global markets. Our disciplined approach combined with rapid market feedback allows us to quickly turn ideas into profit. Our environment of learning & collaboration allows us to solve the world's hardest problems, together.
As a small firm, we remain nimble and hold ourselves to the highest standards of integrity, ingenuity, and effort.
Responsibilities
Develop quantitative strategies with a minimum annual PNL of $2MM USD, Sharpe of 5, and an ROC of >= 75%
Manage all aspects of developing and managing the strategies, given the firm-provided platform and infrastructure
Requirements
Bachelor or higher degree in a quantitative discipline (Computer Science, Math, Physics)
Strategy with a proven track record of recent and consistent production performance
Deep understanding of strategies and research process
Self-driven
If applying individually, you must know C++. If applying as a team, at least 1 member needs to be proficient in C++.
Please include your strategy performance data and business plan, and some metrics.
Description of strategies (and/or research without any IP sensitive details).
Strategy history: idea, research, simulation, production.
Your current position and experience.
If you are applying together as a team, what will everyone contribute? What will you need to hire out or use firm resources for?
Recommended metrics:
Capital requirements, leverage, and book size
ROC
Average Daily PNL
Max Drawdown
Sharpe
Holding Period
Potential Capacity
Benefits
Formulaic bonus payout based on P&L, Expenses, Sharpe, and ROC
Location-specific base and benefits
$65k-114k yearly est. Auto-Apply 60d+ ago
Group Portfolio Manager -Commercial Banking -Miami, FL
Fintrust Connect
Portfolio manager job in Miami, FL
Join one of North Americas leading relationship-focused banks, where you'll oversee a diverse credit portfolio centered on sponsor finance, private equity backed borrowers, and complex capital structures. This role is ideal for a senior credit leader looking to shape portfolio strategy, drive execution, and mentor high-performing analysts. Why this opportunity?
Culture: Inclusive, performance-driven, and credit-disciplined
Workplace: Hybrid (4 days on-site / 1 day remote)
Function: Lead credit strategy, underwriting oversight, and sponsor deal structuring
Requirements:
10+ years of experience in commercial credit underwriting or sponsor finance
Bachelor's degree in Finance, Economics, or related field
Advanced skills in financial modeling, deal structuring, and regulatory compliance
Proficiency with Moodys Risk Analyst, CapitalIQ, FactSet, Excel
Deep knowledge of leveraged buyouts, acquisition financing, and syndicated loans
Description:
Manage a complex credit portfolio of private equity sponsored clients and middle-market borrowers
Structure and evaluate deals from origination to execution
Drive credit reviews, policy adherence, and risk assessment in alignment with internal governance
Present recommendations to credit committees and senior leadership
Lead junior credit talent development and internal training
Collaborate across relationship teams, risk functions, and client stakeholders
Enhance processes for credit approval, monitoring, and reporting
$65k-114k yearly est. 60d+ ago
Head of Reserving, Legacy Portfolio
Everest Group Ltd. 3.8
Portfolio manager job in Miami, FL
About Everest: Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.
Our Legacy Business
Join a team where dynamic thinkers turn complexity into opportunity. You will work at the crossroads of strategy, analytics, and execution - tackling some of the most challenging and high‑impact problems in the insurance industry. Here, your ability to navigate multiple disciplines isn't just valued - it's essential.
The $5 billion Legacy business at Everest requires active, forward‑looking discipline focused on resolving legacy liabilities and unlocking capital for the company's future growth. You'll play a direct role in reducing volatility, strengthening market credibility, and accelerating strategic value creation across the Group. Our environment challenges you to think fast, adapt quickly, and approach complex legacy portfolios with fresh ideas and data‑driven insights. You'll work closely with claims, actuarial, finance, reinsurance, technology, and operations - building a uniquely broad and influential skill-set.
Position Summary
This Head of Reserving, Legacy Portfolio role is a fully dedicated leader for the Legacy business, providing dedicated reserving studies and support for special projects and transactions as needed. With dual reporting to the CEO, Legacy Operations and the Group Chief Reserving Actuary, you will play a crucial role in this newly established business, managing reserve drift, building granularity around actuarial analysis and reporting specific to run-off, building frameworks to assess profitability of run-off actions; minimizing any future surprises and creating a more predictable run-off path.
Key Responsibilities
* Perform quarterly studies and roll forward analyses and present to the Legacy reserving board
* Implement a "performance board" model across the Group
* Strengthen the reserve-claims feedback loop and instill rigorous tracking and dialog around quarterly AvE emergence and monthly early signals
* Run actuarial-led deep dives for any problematic or uncertain areas of the portfolio
* Translate claim events into reserve implications and capital impact
* Support pricing of externally contemplated deals (LPTs/retros) as needed
* Develop granular IBNR allocation methodologies to gauge profitability of anticipated liability acceleration strategies (e.g., policy buybacks)
* Translate reserving and claims signals into actionable run-off insights and interventions
* Enhance transparency and credibility for the Senior Leadership team and rating agencies
Required Experience
* 10+ years actuarial experience and an ACAS or FCAS designation
* Advanced degree in a quantitative discipline preferred, including but not limited to Actuarial Science, Mathematics, Statistics, or Computer Science
* Expertise in P&C insurance or reinsurance reserving, with specific run-off reserving experience as an added bonus
* Strong business focus and experience with analyzing P&C claims and trends
* Technical know-how including Excel, VBA, SQL and Python
* Global Insurance/Reinsurance industry experience a plus
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Detail oriented and highly organized
* Skilled in time management and the ability to prioritize tasks
* Excellent critical thinking skills
* Strong relationship management and influencing skills
#LI-Hybrid
#LI-ED1
The base salary range for this position is $250,000 - $310,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
What if I don't meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn't align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process.
Our Culture
At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture.
* Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.
* Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.
All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve.
Type:
Regular
Time Type:
Full time
Primary Location:
Warren, NJ
Additional Locations:
Atlanta, GA, Boston, MA, Chicago, IL - South Riverside, Miami, FL, New York, NY, Philadelphia, PA
Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at *********************************.
Everest U.S. Privacy Notice | Everest (everestglobal.com)
$250k-310k yearly Auto-Apply 10d ago
Portfolio Manager
First Horizon Corp 3.9
Portfolio manager job in Fort Lauderdale, FL
Location: On site in Palm Beach, FL, Delray Beach, FL, Palm Beach, FL, Boca Raton, FL, or Fort Lauderdale, FL The PortfolioManager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Essential Duties and Responsibilities
* Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
* Partners with Relationship Managers to:
* Meet with current and prospective clients to understand the specific customer requirements and needs.
* Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
* Answer client questions; ensure all data is accurate for loan underwriting.
* Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
* Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
* Assist in the pricing and structure of new loans and renewals.
* Coordinates closing and booking events.
* Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
* Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
* Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
* Performs all other duties as assigned
Qualifications:
* Bachelor's degree in business, finance, accounting or equivalent work experience
* 2 years experience required; 2 - 4 years preferred
* Strong analytical abilities, credit underwriting skills
* Goal oriented, ability to take initiative using strong problem-solving skills
* Strong relationship building and interpersonal skills
* Accurate grammar, typing, and spelling skills
* Strong organizational skills
* Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook)
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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$78k-103k yearly est. 53d ago
Commercial Banking Manager
Accenture 4.7
Portfolio manager job in Miami, FL
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 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology 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 Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ******************
We Are:
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
+ Industry experience within business, commercial, or corporate banking segments.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
+ Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
+ Source and coordinate work from other internal workforces.
+ Develop our next-generation Wholesale credit technology offerings.
+ Become a trusted advisor for C-suite clients looking to solve critical business problems.
+ Drive business development to originate new client opportunities.
+ Build your reputation as an industry thought leader.
+ Travel, as required, up to 80%.
Here's What You Need:
+ Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
+ Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfoliomanagement, trading) project management experience with relevant systems
+ A Bachelor's degree
Bonus Points If You Have:
+ Extensive transformation strategy or operating model design experience in commercial banking.
+ Launched new product offerings in the banking industry.
+ Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
+ Advanced degree or financial industry certification.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Demonstrated experience developing and managing relationships with senior client executives.
+ Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
+ Structured problem-solving and ability to simplify complex initiatives to improve execution.
+ Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS)
Professional Skills
+ Proven ability to operate within a collaborative environment.
+ Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
+ High energy level, focus, and ability to work well in demanding client environments.
+ Excellent communication (written and oral) and interpersonal skills.
+ Strong leadership, problem-solving, and decision-making abilities .
+ Unquestionable professional integrity, credibility, and character.
What's in it for you?
+ You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
+ At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
+ Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
+ You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
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 in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington 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
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (***********************************************************************
Equal Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
$100.5k-270.3k yearly 1d ago
LATAM Finance Control Senior Manager - Drive Financial Excellence
American President Lines 4.5
Portfolio manager job in Miami, FL
A global shipping and logistics company is seeking a Finance Control Senior Manager for the LATAM region. This role involves overseeing financial processes and ensuring compliance with internal controls. Responsibilities include monitoring cost-effectiveness and managing external audits. Candidates should have strong analytical and problem-solving skills, along with a postgraduate degree in finance and substantial experience in financial control and auditing. Fluency in English and Spanish is required, as well as proficiency in Microsoft Office. Expect a dynamic work environment focused on efficiency and team management.
#J-18808-Ljbffr
$70k-92k yearly est. 2d ago
Portfolio Manager
Atto Trading Technologies
Portfolio manager job in Miami, FL
Job Description
About Us
Atto Trading is a quantitative trading firm operating a portfolio of signal-driven high-frequency strategies in cash equities and futures.
We are building a global, diverse team, with experts in trading, statistics, engineering, and technology to trade global markets. Our disciplined approach combined with rapid market feedback allows us to quickly turn ideas into profit. Our environment of learning & collaboration allows us to solve the world's hardest problems, together.
As a small firm, we remain nimble and hold ourselves to the highest standards of integrity, ingenuity, and effort.
Responsibilities
Develop quantitative strategies with a minimum annual PNL of $2MM USD, Sharpe of 5, and an ROC of >= 75%
Manage all aspects of developing and managing the strategies, given the firm-provided platform and infrastructure
Requirements
Bachelor or higher degree in a quantitative discipline (Computer Science, Math, Physics)
Strategy with a proven track record of recent and consistent production performance
Deep understanding of strategies and research process
Self-driven
If applying individually, you must know C++. If applying as a team, at least 1 member needs to be proficient in C++.
Please include your strategy performance data and business plan, and some metrics.
Description of strategies (and/or research without any IP sensitive details).
Strategy history: idea, research, simulation, production.
Your current position and experience.
If you are applying together as a team, what will everyone contribute? What will you need to hire out or use firm resources for?
Recommended metrics:
Capital requirements, leverage, and book size
ROC
Average Daily PNL
Max Drawdown
Sharpe
Holding Period
Potential Capacity
Benefits
Formulaic bonus payout based on P&L, Expenses, Sharpe, and ROC
Location-specific base and benefits
$65k-114k yearly est. 2d ago
Portfolio Manager -Coral Gables, FL
Fintrust Connect
Portfolio manager job in Coral Gables, FL
PortfolioManager Coral Gables, FL
FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled PortfolioManager for a fully on-site role in Coral Gables, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio.
Why this opportunity?
Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices
Workplace: On-site in Coral Gables, FL
Function: Loan portfoliomanagement, credit analysis, and support of loan origination and renewal processes
Requirements:
10+ years of experience in commercial credit or portfoliomanagement
Bachelor's degree required; preferably in Finance, Accounting, or Economics
Proficiency in financial analysis, including global cash flow and credit risk evaluation
Experience preparing credit packages and pricing models
Familiarity with commercial lending structures, loan covenants, and underwriting standards
Description:
Evaluate loan requests and perform risk assessments for commercial borrowers and prospects
Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions
Conduct financial spreads, narrative preparation, and loan pricing analyses
Complete credit presentations and coordinate loan closings and renewals
Perform ongoing portfolio monitoring, including annual reviews and covenant compliance
Stay informed on industry trends and sector-specific risks
Ensure timely and accurate collection of financial documentation and compliance with internal policies
$65k-114k yearly est. 60d+ ago
SVP, Legacy Liability Portfolio Manager
Everest Group Ltd. 3.8
Portfolio manager job in Miami, FL
About Everest: Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.
Our Legacy Business
Join a team where dynamic thinkers turn complexity into opportunity. You will work at the crossroads of strategy, analytics, and execution - tackling some of the most challenging and high‑impact problems in the insurance industry. Here, your ability to navigate multiple disciplines isn't just valued - it's essential.
The $5 billion Legacy business at Everest requires active, forward‑looking discipline focused on resolving legacy liabilities and unlocking capital for the company's future growth. You'll play a direct role in reducing volatility, strengthening market credibility, and accelerating strategic value creation across the Group. Our environment challenges you to think fast, adapt quickly, and approach complex legacy portfolios with fresh ideas and data‑driven insights. You'll work closely with claims, actuarial, finance, reinsurance, technology, and operations - building a uniquely broad and influential skill-set.
Position Summary
The SVP, Legacy Liability PortfolioManager will build and influence Everest's portfolio-level liability strategy on the run-off portfolio to accelerate closure, improve earnings and reduce volatility. Reporting to the CEO of Legacy Operations, you will play a crucial role in driving targeted initiatives and a run-off focused claims lens to the Group in collaboration with centralized claim, operations and reinsurance teams.
Key Responsibilities
* Apply extensive knowledge and experience managing run-off liabilities and the potential levers available for desired outcomes
* Work with Claims leaders to set portfolio priorities and coordinate targeted initiatives with internal or external resources; closely align with the reserving team on performance board and AvE tracking; work with external firms as needed on deep dive reviews
* Identify pockets for accelerated closure and drive targeted settlement initiatives.
* Work with vendor management team to devise creative solutions with external providers on run-off claims and make recommendations for any alternative solutions to optimize LAE
* Coordinate and lead policy buybacks, structured settlements, commutations and other ruin-off specific initiatives
* Coordinate external legal or claim reviews on targeted portions of the portfolio
* Monitor all watch list claims on the run-off book and provide regular updates to all relevant stakeholders
* Explore technology solutions in collaboration with the technology team that could be applied specifically to run-off claims and support driving implementation
* Ensure claim authority matrix and escalation compliance on the run-off portfolio
* Liaise with Longtail Re on ADC compliance and any liability specific inquiries
Required Experience
* Bachelor's degree, MBA or Master's degree from a top institution
* A minimum of 20 years of experience in the P&C insurance or reinsurance industry in claims, underwriting portfoliomanagement, or both
* Global Insurance/Reinsurance industry experience a plus
* Extensive experience operating within the insurance run-off sector, including managing legacy portfolios, understanding long‑tail liability dynamics, navigating regulatory and capital requirements, and applying tools such as commutations, policy buybacks, structured settlements, and reinsurance optimization to accelerate resolution and enhance economic outcomes
* Proficient at applying data analytics to drive portfolio decisions
* Clear, effective and engaging communicator, both verbal and written
* Creative problem solver and critical thinker who can adapt quickly
* Strong analytical and problem-solving skills
* Detail oriented and highly organized
* Skilled in time management and the ability to prioritize tasks
* Excellent critical thinking skills
* Strong relationship management and influencing skills with a proven track record of collaborating across cross-functional, matrixed organizations
#LI-Hybrid
#LI-ED1
The base salary range for this position is $280,000 - $410,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
What if I don't meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn't align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process.
Our Culture
At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture.
* Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.
* Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.
All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve.
Type:
Regular
Time Type:
Full time
Primary Location:
Warren, NJ
Additional Locations:
Atlanta, GA, Boston, MA, Chicago, IL - South Riverside, Miami, FL, New York, NY, Philadelphia, PA
Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at *********************************.
Everest U.S. Privacy Notice | Everest (everestglobal.com)
$125k-208k yearly est. Auto-Apply 10d ago
Portfolio Manager
First Horizon Corp 3.9
Portfolio manager job in Boca Raton, FL
Location: On site in Palm Beach, FL, Delray Beach, FL, Palm Beach, FL, Boca Raton, FL, or Fort Lauderdale, FL The PortfolioManager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
Essential Duties and Responsibilities
* Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
* Partners with Relationship Managers to:
* Meet with current and prospective clients to understand the specific customer requirements and needs.
* Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
* Answer client questions; ensure all data is accurate for loan underwriting.
* Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
* Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
* Assist in the pricing and structure of new loans and renewals.
* Coordinates closing and booking events.
* Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
* Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
* Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
* Performs all other duties as assigned
Qualifications:
* Bachelor's degree in business, finance, accounting or equivalent work experience
* 2 years experience required; 2 - 4 years preferred
* Strong analytical abilities, credit underwriting skills
* Goal oriented, ability to take initiative using strong problem-solving skills
* Strong relationship building and interpersonal skills
* Accurate grammar, typing, and spelling skills
* Strong organizational skills
* Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook)
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
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$78k-103k yearly est. 53d ago
Senior Analyst, Development & Investments
Foundry Commercial 4.2
Portfolio manager job in Boca Raton, FL
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas.
This is a great opportunity to develop the following:
Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities;
Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment;
Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it;
Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and
Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams.
Essential Job Functions:
Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc.
Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc.
Develop advanced financial models and analysis using Argus and MS Excel.
Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders.
Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations.
Execute the investment process, including underwriting, capitalization, due diligence, and closing.
Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements.
Aid on special projects and complete other duties as assigned.
Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”.
Education and Experience Requested:
Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred.
Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred.
Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures.
Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences.
Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving.
Relentless attention to detail with strong research, analytical and problem-solving skills.
Excellent organizational, interpersonal, and oral/written communication skills.
Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
Extremely high energy, fast-paced and driven to succeed.
$68k-116k yearly est. 60d+ ago
Payments Banking Manager
Accenture 4.7
Portfolio manager job in Miami, FL
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
How much does a portfolio manager earn in North Miami, FL?
The average portfolio manager in North Miami, FL earns between $50,000 and $147,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.
Average portfolio manager salary in North Miami, FL
$86,000
What are the biggest employers of Portfolio Managers in North Miami, FL?
The biggest employers of Portfolio Managers in North Miami, FL are: